Jim Ferguson v. Middle Tennessee State University

451 S.W.3d 375, 30 Am. Disabilities Cas. (BNA) 1562, 2014 Tenn. LEXIS 898, 126 Fair Empl. Prac. Cas. (BNA) 1157, 2014 WL 5463941
CourtTennessee Supreme Court
DecidedOctober 29, 2014
DocketM2012-00890-SC-R11-CV
StatusPublished
Cited by30 cases

This text of 451 S.W.3d 375 (Jim Ferguson v. Middle Tennessee State University) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jim Ferguson v. Middle Tennessee State University, 451 S.W.3d 375, 30 Am. Disabilities Cas. (BNA) 1562, 2014 Tenn. LEXIS 898, 126 Fair Empl. Prac. Cas. (BNA) 1157, 2014 WL 5463941 (Tenn. 2014).

Opinion

OPINION

SHARON G. LEE, C.J.,

delivered the opinion of the Court,

in which CORNELIA A. CLARK, GARY R. WADE, and WILLIAM C. KOCH, JR., JJ„ joined.

A jury found that an employer retaliated against an employee in violation of Title VII of the Civil Rights Act of 1964 (“Title VII”) and the Tennessee Human Rights Act (“THRA”) and awarded the employee compensatory damages. The Court of Appeals reversed the award, holding that the employee had failed to prove that his supervisor had knowledge of his protected activity when she took adverse action against him. We hold that the jury’s verdict is supported by material evidence from which the jury could infer that the supervisor knew that the employee had filed a lawsuit for discrimination when she engaged in retaliatory conduct. We reverse the decision of the Court of Appeals, reinstate the jury verdict, and remand to the Court of Appeals for a review of the award of damages.

I.

A jury awarded compensatory damages to Jim Ferguson after finding that his employer, Middle Tennessee State University (“MTSU”), through the actions of its supervisor, retaliated against Mr. Ferguson for filing a discrimination suit against MTSU. The jury verdict was based on violations of Title VII, 42 U.S.C. § 2000e-3 (2006), and the THRA, Tenn.Code Ann. § 4-21-301 (1978), which prohibit employers or their agents from retaliating against employees who engage in protected activity, such as the filing of an employment discrimination lawsuit. To prove his retaliation claim, Mr. Ferguson was required to show that he engaged in protected activity, that MTSU knew about his protected activity, that MTSU took a materially adverse action against him, and that there was a causal connection between his protected activity and the resulting adverse action. This appeal concerns the knowledge requirement — whether the verdict is supported by material evidence that MTSU, through its supervisor, knew that Mr. Ferguson had filed a lawsuit before the supervisor increased his work duties and required him to perform work that he was not physically capable of performing.

Mr. Ferguson, a Japanese-American, began working for MTSU in May of 1987. Beginning in 1997, he worked in the Housing Department under the supervision of Ms. Dana Byrd. Mr. Ferguson and Ms. Byrd initially, had a good relationship, but it deteriorated over time. Mr. Ferguson believed this was because Ms. Byrd discovered that Mr. Ferguson’s mother was Japanese and that he was Japanese-American.

On December 29, 1998, Mr. Ferguson had shoulder surgery. When he returned to work in February of 1999, Mr. Ferguson’s doctor placed restrictions on' the work he could perform. Ms. Byrd, however, directed him to do work that exceeded his medical restrictions. She told Mr. Ferguson to perform the work or go home. Mr. Ferguson continued to work because he had a son with medical problems and needed the job for health insurance.

In March of 1999, Mr. Ferguson complained to Karen Milstead, a benefits specialist with MTSU’s Human Resources Department, about being required to perform tasks that exceeded his medical restrictions. After Mr. Ferguson provided Ms. Milstead with a copy of his medical restrictions, his work requirements decreased for a period of time. On a subsequent occasion, Mr. Ferguson was required to lift and install heavy air conditioning units. *378 Mr. Ferguson could not perform this work so he requested a transfer to another department. Ms. Byrd denied his transfer request.

On Friday, August 9, 2002, Mr. Ferguson injured his shoulder and back at work. After receiving medical care and a new set of work restrictions, he took the restrictions to Ms. Byrd’s office. She advised Mr. Ferguson that he would need to report to work over the weekend and that his duties would comply with the restrictions. Mr. Ferguson testified that he could barely walk, but Ms. Byrd still had him perform some overhead tasks that weekend. On Monday, he informed Ms. Byrd that his leg was feeling numb and he needed to see a doctor. His condition required him to have back surgery, and he was out of work until March 17, 2003. When Mr. Ferguson returned to work, he was placed in a warehouse performing tasks within his medical restrictions.

In late 2002, Mr. Ferguson filed a complaint with the Equal Employment Opportunity Commission (“EEOC”), alleging discrimination on the basis of race and national origin, and that he was subjected to a hostile workplace. On March 27, 2003, Mr. Ferguson filed an employment discrimination lawsuit against MTSU in the Rutherford County Chancery Court.’ Mr. Ferguson alleged discrimination on the basis of disability, race, and national origin under the Americans with Disabilities Act, Title VII, the THRA, and the Tennessee Handicap Act. 1 On April 3, 2003, MTSU was served with a copy of Mr. Ferguson’s employment discrimination lawsuit. Mr. Ferguson testified that after he filed his lawsuit, “things got pretty heated and pretty rough.”

On April 7, 2003, four days after MTSU was served with Mr. Ferguson’s lawsuit, Ms. Byrd ordered Mr. Ferguson to do tasks that required physical labor beyond his medical restrictions.

On April 22, 2003, Mr. Ferguson received work restrictions from his doctor that included limited overhead work with his right shoulder and only occasional lifting over twenty pounds. The next day, Ms. Byrd ordered Mr. Ferguson to convert the exterior lights on all campus buildings to flood lights. On April 24, 2003, Ms. Byrd required Mr. Ferguson to replace, repair, and check all exit lights in every dormitory on the MTSU campus. This required him to perform overhead work that exceeded his restrictions.

On May 14, 2003, Ms. Milstead sent an e-mail to Sarah Sudak, an associate dean, with copies to Ms. Byrd and her supervisor, Richard Smith, indicating that Mr. Ferguson’s lifting restrictions had been modified. Ms. Byrd acknowledged- that she should have sent Mr. Ferguson home that day, but she did not. She also admitted that she believed Mr. Ferguson’s injuries were genuine and that he was not exaggerating them.

On May 19, 2003, Mr. Ferguson had an incident with a co-worker. Mr. Ferguson said that the co-worker threatened him and that MTSU campus police were called. In a letter to Mr. Smith about the incident, Mr. Ferguson stated that his job duties were causing him severe pain and increasing the numbness in his legs. After Mr. Ferguson gave a copy of his letter to Ms. Byrd, Mr. Ferguson believed that Ms. Byrd treated him worse.

On Sunday, June 1, 2003, while Mr. Ferguson was in church with his family attending his son’s confirmation, Ms. Byrd called him into work, refusing to allow him *379 to report after the service ended. Upon arriving at work, Mr. Ferguson was required to unstop a drain filled with a highly corrosive acid. He believed that Ms. Byrd was trying to hurt him by failing to warn him about the acid. Mr. Ferguson was not able to unstop the drain, and when another worker came to assist him, they determined that the job required an auger, which weighed between seventy-five and one hundred pounds.

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Bluebook (online)
451 S.W.3d 375, 30 Am. Disabilities Cas. (BNA) 1562, 2014 Tenn. LEXIS 898, 126 Fair Empl. Prac. Cas. (BNA) 1157, 2014 WL 5463941, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jim-ferguson-v-middle-tennessee-state-university-tenn-2014.