Indergard v. Georgia-Pacific Corp.

582 F.3d 1049, 22 Am. Disabilities Cas. (BNA) 660, 2009 U.S. App. LEXIS 21312, 2009 WL 3068162
CourtCourt of Appeals for the Ninth Circuit
DecidedSeptember 28, 2009
Docket08-35278
StatusPublished
Cited by10 cases

This text of 582 F.3d 1049 (Indergard v. Georgia-Pacific Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Indergard v. Georgia-Pacific Corp., 582 F.3d 1049, 22 Am. Disabilities Cas. (BNA) 660, 2009 U.S. App. LEXIS 21312, 2009 WL 3068162 (9th Cir. 2009).

Opinions

Opinion by Judge GOODWIN; Dissent by Judge O’SCANNLAIN.

GOODWIN, Circuit Judge:

Kris Indergard (“Indergard”) appeals a summary judgment in favor of Georgia-Pacific Corporation (“GP”) in her action for damages under the Americans with Disabilities Act (“ADA”) and Oregon disability law. GP argues that there was no error in the district court, and that Indergard failed to exhaust administrative remedies under the ADA. We have jurisdiction pursuant to 28 U.S.C. § 1291, and we reverse.

FACTUAL AND PROCEDURAL BACKGROUND

Indergard worked at GP’s Wauna mill facility from December 27, 1984, until February 8, 2006. On December 9, 2003, she took medical leave to undergo surgery for work-related and non-work related injuries to her knees. She remained on medical leave until March 21, 2005, when her orthopedic surgeon, Dr. Randall Ketzler, authorized her return to work, but with permanent restrictions. GP policy required employees to participate in a physical capacity evaluation (PCE) before returning to work from medical leave, and GP so informed Indergard.

GP contracted Columbia Rehabilitation (“Columbia”), an independent occupational therapy provider located in Washington state, to conduct the PCE. Cory Blickenstaff, a physical therapist at Columbia, visited the GP facility and conducted a job analysis for the Consumer Napkin Operator position, which was Indergard’s position prior to her medical leave, and for the Napkin Adjuster position, which was the next position for which Indergard was entitled to bid under the collective bargaining agreement. Blickenstaff interviewed employees who worked in these positions, and identified the physical demands of the positions, including amount of weight an employee was required to lift, carry, push, pull, and hold, and the type of movements the positions required.

Among the lifting requirements that Blickenstaff identified were a sixty-five pound individual lift and carry for the Consumer Napkin Operator position and a seventy-five pound lift for the Napkin Adjuster position. In light of these requirements, Columbia determined that Indergard’s permanent restrictions prevented her from participating in the PCE. Indergard met with GP supervisors and challenged the lifting requirements in the job [1051]*1051analyses, alleging that they were inaccurate based on how the jobs were actually performed. Blickenstaff prepared a supplemental memorandum intended to clarify the requirements, but the job analyses were not revised.

On October 11, 2005, Indergard provided GP with a note from Dr. Ketzler that removed the permanent restrictions he had previously identified. GP then scheduled her to participate in the PCE. Vicky Starnes, a state-licensed occupational therapist at Columbia, conducted the PCE at Columbia’s office on November 9 and 10, 2005.

On the first day of the PCE, Starnes recorded Indergard’s medical history and subjective reports of her current pain level and use of medication, alcohol, tobacco, and assistive devices. Starnes recorded Indergard’s weight, height, blood pressure, and resting pulse. She observed Indergard’s gait, balance, and posture. She measured the range of motion in Indergard’s arms and legs, and compared the results to normal limits. Starnes palpated Indergard’s knees and looked for edema in her legs, and performed manual muscle testing, recording the results of Indergard’s hip flexors, knee extensors and flexors, bilateral internal and external hip rotation, and straight leg raises.

Next, Starnes measured Indergard’s ability to lift various amounts of weight from floor to waist, waist to chest, and chest to overhead, and evaluated Indergard’s body mechanics during the lifts. She then measured Indergard’s ability to carry increasing amounts of weight over a set distance, and her grip strength over varying grip widths. She measured Indergard’s static strength to determine her ability to lift, push, and pull in various postures, and compared Indergard’s results to norms adopted by the U.S. Department of Health and Human Services. Indergard then performed a “Job Simulation Task,” which required her to lift and pour five gallon buckets filled with forty-five pounds of sand. Starnes then tested Indergard’s ability to place nuts and bolts in a box while kneeling with her vision obscured, and observed Indergard’s ability to climb stairs, stand, sit, kneel, squat, and crawl. Indergard walked on a treadmill for twenty minutes at a 2.8 mile per hour pace, and pushed a weight sled. Finally, Starnes recorded details about Indergard’s vision, communication, cognitive ability, hearing, attitude, and behavior.

The second day of the PCE included similar tests. Starnes measured and recorded Indergard’s heart rate after she performed the treadmill test, and noted that she required “increased oxygen” and demonstrated “poor aerobic fitness.” Starnes concluded that Indergard was unable to perform the sixty-five pound lift and carry that Blickenstaff had identified as a requirement of the Napkin Operator position, or the seventy-five pound lift that Blickenstaff identified as a requirement for the Napkin Adjuster position. Starnes recommended that Indergard not return to work, and forwarded the results of the PCE to Dr. Ketzler, who agreed with Starnes’s assessment. The lifting requirements that the PCE indicated Indergard could not meet were those that she had previously contested as inaccurate.

GP then informed Indergard that she could not return to either position, and that no other positions were available for which she was qualified. On February 8, 2006, GP terminated her employment pursuant to a provision in the collective bargaining agreement that allowed GP to terminate employees who had been on leave for more than two years. Indergard filed a union grievance, which was denied, and filed a joint complaint with the EEOC and BOLI. The administrative investigation found no substantial evidence to support [1052]*1052her claims. She received right to sue letters, and filed this action.

Indergard alleged various claims of disability discrimination under the ADA and Oregon disability law. Relevant to this appeal, she alleged that GP misrepresented the essential job functions of the position in which she had worked prior to going on medical leave, forced her to participate in the PCE without “an objectively reasonable basis for doing so,” and refused to allow her to return to employment after the PCE. In her first claim for relief, Indergard alleged that the PCE was improper and discriminatory, and that GP relied on the PCE to “remove and/or deny” her return to employment. She also raised other claims under the ADA, including that GP treated her “in a disparate, discriminating and harassing manner” because she was disabled, had a record of disability or was perceived as disabled, and that GP failed to engage in the interactive process. She sought relief in the form of loss of income, and $250,000 in non-economic damages.

GP moved for summary judgment, and Indergard’s response abandoned all claims except those alleging that the PCE was an improper medical examination and that GP discriminated against her because of a perceived disability or record of disability. GP’s reply argued that the PCE was not a medical examination, and that it therefore did not violate the ADA. It further argued that even if the PCE was a medical examination, it was job-related and consistent with business necessity, and therefore expressly allowed by the ADA. See 42 U.S.C.

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Indergard v. Georgia-Pacific Corp.
582 F.3d 1049 (Ninth Circuit, 2009)

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Bluebook (online)
582 F.3d 1049, 22 Am. Disabilities Cas. (BNA) 660, 2009 U.S. App. LEXIS 21312, 2009 WL 3068162, Counsel Stack Legal Research, https://law.counselstack.com/opinion/indergard-v-georgia-pacific-corp-ca9-2009.