Joshua Zarza v. Bd. of Regents of the Univ. of Mich.

CourtCourt of Appeals for the Sixth Circuit
DecidedMay 5, 2023
Docket22-1776
StatusUnpublished

This text of Joshua Zarza v. Bd. of Regents of the Univ. of Mich. (Joshua Zarza v. Bd. of Regents of the Univ. of Mich.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Joshua Zarza v. Bd. of Regents of the Univ. of Mich., (6th Cir. 2023).

Opinion

NOT RECOMMENDED FOR PUBLICATION File Name: 23a0216n.06

Case No. 22-1776

UNITED STATES COURT OF APPEALS FOR THE SIXTH CIRCUIT

FILED JOSHUA ZARZA, substituted party on ) May 05, 2023 behalf of Karen Zarza, deceased, ) DEBORAH S. HUNT, Clerk ) Plaintiff-Appellant, ) ON APPEAL FROM THE UNITED ) STATES DISTRICT COURT FOR v. ) THE EASTERN DISTRICT OF ) MICHIGAN BOARD OF REGENTS OF THE ) UNIVERSITY OF MICHIGAN, ) OPINION Defendant-Appellee. )

Before: COOK, GRIFFIN, and NALBANDIAN, Circuit Judges.

COOK, Circuit Judge. The University of Michigan fired Karen Zarza. The University

says it responded to complaints from Zarza’s subordinates. Zarza says it retaliated against her

after she advocated for a disabled employee. Because a jury could reasonably believe either

account, we REVERSE the district court’s grant of summary judgment for the University.

I.

Karen Zarza worked for the University of Michigan from 2003 to 2017. She maintained a

clean record with her superiors. For much of her tenure, she held a custodial supervisor role,

managing between 15 and 20 janitors and custodians. Case No. 22-1776, Zarza v. Bd. of Regents

Robert Taylor was one such custodian. From 2013 to 2015, Taylor suffered a series of

work-related injuries that he says left him disabled. Claiming that he provided inadequate

documents to support his accommodation requests, the University fired Taylor in 2015.

Taylor filed two lawsuits against the University in 2017. He told Zarza that he would need

her as a witness. Concerned about testifying against her employer, Zarza scheduled a meeting for

May 11, 2017, with John Lawter, one of her supervisors. She also invited two other custodial

supervisors.

At the meeting, Zarza staked out a clear position. As she saw things, the University

unlawfully refused to accommodate Taylor. Much of the blame, she thought, belonged to Colette

Donner, a manager, who held “a grudge against [Taylor].” R.44-5 at 2–3. Despite her views that

Donner “was vindictive” and would fire her if she spoke up, Zarza revealed that Taylor had called

her as a witness and that she planned to testify on his behalf. R.44-11 at 6.

After hearing this, Lawter’s “face turned beet red.” R.44-12 at 3. As Zarza recalls it, he

warned her about colluding with Taylor, adding that the University would tell her what to say so

long as she remained an employee. Lawter’s response struck Zarza and her fellow supervisors as

defensive, angry, or threatening. Lawter, for his part, recalls telling Zarza that she could testify if

she chose to do so.

Five days later, Zarza’s comments to Lawter prompted an email exchange between Sabrina

Garrett-Owens, a human resources director, and Kristin Brancheau, a manager with the custodial

department. Brancheau described Zarza’s intent to testify that the University failed to

accommodate Taylor’s disability and Zarza’s concern that Donner was “out to get her.” R.48-15

at 2. “When the evidence shows that [Zarza] is not accurate,” Brancheau asked, “can we finally

2 Case No. 22-1776, Zarza v. Bd. of Regents

discipline her for this?” Id. Garrett-Owens responded that Lawter “c[ould] do more than fire her”

if the evidence showed that Zarza was wrong. Id.

That’s what Lawter concluded. He called Zarza on May 25 to say that her concerns about

Donner lacked evidence. Zarza heard the same message on June 28, when she met with Brancheau

and Leti Rastigue, a human resources director. Zarza again asserted that Donner did not adequately

handle Taylor’s case and Zarza repeated her concern about testifying for Taylor. Brancheau and

Rastigue disregarded that concern, reasoning that Zarza’s testimony would be irrelevant or

inadmissible.

The status quo held for two months. One of Zarza’s fellow custodial supervisors called

Donner on September 5. The supervisor told Donner that Zarza berated him, that she bullied her

subordinates and yelled at them, and that she gave her favorites special privileges.

Donner acted quickly. Within hours, she forwarded the supervisor’s comments to Lawter

and Brancheau. Lawter met with the supervisor the next day. Alongside complaints against Zarza,

the supervisor mentioned Robert Taylor. Lawter observed that “Taylor’s name seems to just swirl

around wherever [Zarza] is.” R.48-12 at 22.

The pace did not slow. On September 11—before investigating further or hearing Zarza’s

side of the story—Lawter placed Zarza on administrative leave. The following day, Brancheau

conducted interviews. She talked to fourteen custodians and to Donner. In a twelve-page report,

she concluded that Zarza was “mean, unprofessional, [and] unpleasant”; that she treated temporary

employees poorly; and that she gave special privileges to some employees. R.48-19 at 2–4, 13.

Among these criticisms, Brancheau noted in her report that Zarza “told [a custodian] about Robert

Taylor suing the [University],” and that she “hope[s] he wins as he was done wrong.” Id. at 6.

3 Case No. 22-1776, Zarza v. Bd. of Regents

Rastigue received the report on September 13, and she interviewed Zarza about the

allegations the same day. Zarza denied any wrongdoing. Even so, Rastigue told Zarza that she

remained on administrative leave. Shortly after, Rastigue interviewed Donner about the

complaints against Zarza.

Zarza did not take all this quietly. She began with a retaliation complaint through the

University system, asserting “that her administrative suspension [was] the result of her expressing

complaints to John Lawter.” R.48-39 at 2. She also emailed the University’s legal counsel. She

again linked the allegations against her to the Taylor case and to the meeting with Lawter. The

counsel forwarded the email to Garrett-Owens, interpreting the email to allege that Lawter

“threatened [Zarza] regarding potential testimony in the Robert Taylor lawsuit.” R.48-37 at 2.

Garrett-Owens looped in Rastigue and Brancheau.

Despite Zarza’s attempts to raise the alarm, no one investigated her retaliation claims

against Donner and Lawter. Instead, Donner and Lawter continued to provide input on the

investigation against Zarza.

Garrett-Owens, Rastigue, and Lawter exchanged “[s]trategy” emails a few days after

Zarza’s email to the University’s counsel. R.48-42 at 2. Garrett-Owens began, saying that she

had been thinking about “the best approach to ending [Zarza’s] employment.” Id. She explained

that Zarza “no longer demonstrates the qualities we need” in a supervisor and that multiple issues

“severely diminished her credibility.” Id. Garrett-Owens proposed “immediately releas[ing

Zarza] from her duties” and giving her 21 days to accept a settlement. Id. If Zarza refused, Garrett-

Owens proposed convening a Disciplinary Review Conference to “seek[] her discharge.” Id.

“Given her years of service and lack of documented discipline,” Garrett-Owens added, settlement

4 Case No. 22-1776, Zarza v. Bd. of Regents

appeared their “best option.” Id. Lawter thought the plan was “worth a shot,” though he speculated

that Zarza would “claim[] retaliation.” Id. at 3. Rastigue also signed on.

Rastigue wasted no time. She met with Zarza and presented the settlement offer on

September 21, two days after the strategy emails. When Zarza asked about her options “to refute

the charges,” Rastigue replied that Zarza “should use this time to search for a job.” Id.

Zarza refused the settlement offer.

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