Hoffman v. Fidelity Brokerage Services, Inc.

959 F. Supp. 452, 6 Am. Disabilities Cas. (BNA) 651, 1997 U.S. Dist. LEXIS 1035, 1997 WL 106169
CourtDistrict Court, S.D. Ohio
DecidedJanuary 29, 1997
DocketC-1-95-462
StatusPublished
Cited by17 cases

This text of 959 F. Supp. 452 (Hoffman v. Fidelity Brokerage Services, Inc.) is published on Counsel Stack Legal Research, covering District Court, S.D. Ohio primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hoffman v. Fidelity Brokerage Services, Inc., 959 F. Supp. 452, 6 Am. Disabilities Cas. (BNA) 651, 1997 U.S. Dist. LEXIS 1035, 1997 WL 106169 (S.D. Ohio 1997).

Opinion

ORDER

HERMAN J. WEBER, District Judge.

This matter is before the Court upon Defendant Fidelity Brokerage Services, Inc.’s Motion for Summary Judgment (doc. 23), plaintiff Patricia Hoffman’s opposing memorandum (doc. 27), and defendant’s reply memorandum (doc. 28). Both parties have requested oral argument.

The Requests for Oral Argument are Denied

The legal and factual issues involved in this case are not complex and they have been fully briefed by the parties. Pursuant to Rule 7.1 of the Local Rules of the United States District Court for the Southern District of Ohio, the Court therefore finds that oral argument is not necessary and the parties’ request for same is denied.

Background

Plaintiff brings this action under the Americans with Disabilities Act of 1990(ADA), 42 U.S.C. § 12101, et seq., and under Ohio Revised Code § 4112.02, which prohibits discrimination in employment on account" of handicap. Plaintiff has also brought retaliation claims under the discrimination laws, but she does not oppose defendant’s motion for summary judgment as to those claims.

Findings of Fact

(1) Defendant Fidelity Brokerage Services, Inc. (Fidelity) is a mutual fund company which has a telephone customer service center in Blue Ash, Ohio.

(2) At the customer service center, Fidelity’s Customer Service Representatives (CSRs) answer the telephones, complete mutual fund transactions such as purchases, exchanges, and redemptions, and provide information to customers concerning account *454 balance information, fund value quotes, and Fidelity product information. The CSRs use a multi-windowed, custom-designed computer system known as a retail work station to complete these tasks.

(3) Plaintiff Patricia Hof&nan is legally blind. She is unable to read out of her left eye and has 20/400 vision in her right eye. Plaintiff is able to read out of her right eye only by wearing magnifying eyeglasses and holding the material she is reading a few inches from her glasses.

(4) Plaintiff is a graduate of Northern Kentucky University and has worked as a Service Representative with the Internal Revenue Service since 1991. In this capacity, plaintiff responds to customer inquiries over the telephone by accessing information from a computer and relaying it to the customer in a timely and accurate manner.

(5) In 1993, Fidelity decided to expand its Blue Ash operations from approximately 200 CSRs to 800 CSRs.

(6) In May of 1993, plaintiff contacted Fidelity about a position in its Customer Service Department. Plaintiff passed a screening interview conducted by telephone. On July 21, 1993, plaintiff submitted a formal employment application to Fidelity.

(7) Fidelity’s hiring process for the CSR position consisted of screening and hiring applicants based on their educational credentials and oral communication skills. Fidelity did not require applicants to demonstrate proficiency in manipulating the retail work station before hiring. Fidelity trained newly-hired applicants to use the station. During the training process, individuals received information about applicable law and Fidelity products and gained familiarity with the work station, thereby improving their accuracy in manipulating the work station. Trainees were given the opportunity to manipulate the’ retail work station in a simulated setting. Fidelity did not test its new CSRs to determine whether they could use the work station proficiently before allowing them to service customers.

(8) On July 21, 1993, plaintiff was interviewed for the CSR position by Fidelity Manager Ken Rodenas. Plaintiff informed Rode-nas that she was legally blind, that she would need modifications on the computer in order for her to do the CSR job, and that the Kentucky Department for the Blind (KDB) could assist with the modifications. Following the interview, Mr. Rodenas recommended that Fidelity hire plaintiff “as long as accommodations can be made.” The following day, a member of Fidelity’s personnel department telephoned plaintiff to discuss who at KDB Fidelity should contact regarding possible accommodations.

(9) Fidelity Human Resources Director Sallie Bottorff contacted May Kay Insko, a Certified Rehabilitation Counselor and the Regional Administrator of the KDB, regarding possible modifications to the CSR work environment. Insko informed Bottorff that plaintiff used a “VISTA” computer magnification device at her IRS job. VISTA is a piece of computer hardware which enables the user to enlarge text or graphics on a computer screen from three to sixteen times the original size. When one part of the screen is thus enlarged, other parts of the screen are obscured. Insko made a note on July 21, 1993, that plaintiff may only need a 20” monitor, but she did not communicate this information to Fidelity. Insko subsequently sought to follow up on her conversation with Fidelity representatives and called several times, leaving three to ten messages. Fidelity did not return Insko’s calls.

(10) Fidelity also contacted SpecialLink, a non-profit group specializing in assistive technology for the disabled. Like the KDB, SpecialLink suggested use of VISTA. Bot-torff and Dan Besse, Director of Customer Service Operations at Fidelity, enlisted the aid of Lori Vitali, a Fidelity retail work station specialist who had previously been a Fidelity CSR, to assist in finding an accommodation for plaintiff. Vitali began the process of determining whether VISTA could be adapted for use with the retail work station and Fidelity software.

(11) Athough neither the KDB nor Spe-cialLink had suggested a larger screen as a possible accommodation, Fidelity representatives initially discussed the possibility among themselves but dismissed it based on the *455 assumption that this accommodation would not be sufficient.

(12) On August 12, 1993, plaintiff, Keith Creasy of KDB, and Barbara Chambers and Elaine Hackett of SpecialLink visited the Blue Ash facility for a demonstration by Creasy of the VISTA device. A security function on the computer would not allow VISTA to function with Fidelity’s in-house software.

(13) Vitali kept the VISTA device to investigate the problem and to test it on a retail work station using Fidelity software. Vitali sent the VISTA device to Fidelity’s facility in Dallas, Texas, where an employee corrected the security problem and returned the device to Vitali.

(14) On September 30,1993, plaintiff visited the Blue Ash facility to assist Fidelity in identifying potential accommodations. During that visit, plaintiff sat with a CSR at a work station and observed and listened to the CSR handle customer calls. Plaintiff also viewed the screen of a computer on which VISTA had been installed. Vitali questioned plaintiff as to whether she could read the screen. Through her questioning, Vitali determined that plaintiff required a magnification of at least three times the original size of the characters on the screen before she could read a small portion of the computer screen from a distance of less than six inches.

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959 F. Supp. 452, 6 Am. Disabilities Cas. (BNA) 651, 1997 U.S. Dist. LEXIS 1035, 1997 WL 106169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hoffman-v-fidelity-brokerage-services-inc-ohsd-1997.