Mercado Cordova v. Walmart Puerto Rico, Inc.
This text of 369 F. Supp. 3d 336 (Mercado Cordova v. Walmart Puerto Rico, Inc.) is published on Counsel Stack Legal Research, covering United States District Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.
Opinion
AIDA M. DELGADO-COLÓN, United States District Judge
Plaintiff Angie Mercado Córdova ("Mercado" or "plaintiff") filed a complaint against defendants Walmart Puerto Rico, Inc., and Sam's Club ("Walmart," "defendant" or "the company")1 alleging unlawful discrimination, retaliation, and unjust dismissal in violation of numerous federal and Commonwealth of Puerto Rico ("Commonwealth") laws. ECF No. 1 . Specifically, plaintiff brought claims under the Americans with Disabilities Act ("ADA"),
Before the Court are defendant's (i) motion for summary judgment (ECF Nos. 39, 43 ); (ii) statement of uncontested facts (ECF No. 39-1 ); (iii) memorandum of law in support thereof (ECF No. 41 ); (iv) reply brief (ECF No. 51 ); and (v) responses to plaintiff's statement of additional uncontested material facts (ECF No. 52 ); as well as plaintiffs' (vi) memorandum of law in opposition (ECF No. 46 ); (vi) counterstatement of contested material facts and plaintiff's statement of additional uncontested material facts (ECF No. 47 ); and (vii) sur-reply brief (ECF No. 55 ). For the reasons discussed below, Walmart's motion for summary judgment is GRANTED IN PART AND DENIED IN PART .
I. Factual and Procedural Background
Unless otherwise noted, the following relevant facts are derived from defendant's statement of uncontested facts, plaintiffs' responses and objections thereto, supporting exhibits, and the record as a whole. Moreover, consistent with the summary judgment standard, the Court states the facts in the light most favorable to plaintiffs, the non-moving party. See Iverson v. City of Boston ,
Mercado began to work for Walmart in August 2010 as Assistant Manager at the Sam's Club store located in Caguas, Puerto Rico. ECF No. 39-1 at 3. She was transferred to the Humacao store in May 2011 upon her request.
The job description of Assistant Manager proffered by the company contains a list of duties and competencies. ECF No. 43-9 . It also contains a list of "physical activities [that] are necessary in order to perform one or more of the essential duties of this position." Id. As discussed below, one of the required physical activities underlies the central factual and legal issues in this case-lifting merchandise and supplies that weight twenty-five pounds or less without assistance. Id.
From December 2013 to January 2015, Walmart granted various leaves of absence to Mercado that amounted to over 200 days, during which Mercado received from Walmart, salary continuation and family health plan coverage, among other employee welfare benefits. ECF Nos. 39-1 at 22; 39-6 at 79-81, 88-108. Said leaves were related to an emotional condition and personal problems comprising an abusive relationship, the loss of custody of her two daughters, and a suicide attempt. Id. According to plaintiff, she stopped suffering from said emotional condition after she regained custody of her daughters around July or August 2014. ECF No. 39-6 at 78. Mercado also suffered, starting in 2009, from herniated discs, which caused her pain. ECF No. 47 at 4. She received successful *343medical treatment and did not suffer from it again until December 2014. Id. ; ECF No. 39-6 at 61-64. By then, she "had difficulty walking and the pain radiated to her lower back in such intensity" that by January 2015, "she ended up in a wheelchair." ECF Nos. 39-1 at 7; 39-6 at 64-68; 47 at 4.
On January 22, 2015, Dr. Luis Pío Sánchez-Caso ("Dr. Sánchez"), plaintiff's orthopedic-spine surgeon, issued a medical certificate indicating that he evaluated Mercado and diagnosed her with herniated lumbar discs and degenerative disc disease. ECF No. 39-1 at 7. He further informed that she needed disc-implant spine surgery, and "that Mercado's recovery period after the surgery would last a minimum of three (3) months and up to one year." Id. at 7-8. Surgery was performed on February 6, 2015, and Mercado was on leave of absence with benefits from December 23, 2014, until her return to work from surgery convalescence on May 16, 2015. Id.
Upon her return to work in May 2015, Mercado submitted to Walmart a medical certificate by Dr. Sánchez indicating that Mercado could return to work with the following limitations: "[s]he cannot carry or push objects over 10 pounds. She cannot remain standing or seated for more than two hours without 10-15 minute rest periods." ECF Nos. 39-1 at 8; 43-12 at 2.
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AIDA M. DELGADO-COLÓN, United States District Judge
Plaintiff Angie Mercado Córdova ("Mercado" or "plaintiff") filed a complaint against defendants Walmart Puerto Rico, Inc., and Sam's Club ("Walmart," "defendant" or "the company")1 alleging unlawful discrimination, retaliation, and unjust dismissal in violation of numerous federal and Commonwealth of Puerto Rico ("Commonwealth") laws. ECF No. 1 . Specifically, plaintiff brought claims under the Americans with Disabilities Act ("ADA"),
Before the Court are defendant's (i) motion for summary judgment (ECF Nos. 39, 43 ); (ii) statement of uncontested facts (ECF No. 39-1 ); (iii) memorandum of law in support thereof (ECF No. 41 ); (iv) reply brief (ECF No. 51 ); and (v) responses to plaintiff's statement of additional uncontested material facts (ECF No. 52 ); as well as plaintiffs' (vi) memorandum of law in opposition (ECF No. 46 ); (vi) counterstatement of contested material facts and plaintiff's statement of additional uncontested material facts (ECF No. 47 ); and (vii) sur-reply brief (ECF No. 55 ). For the reasons discussed below, Walmart's motion for summary judgment is GRANTED IN PART AND DENIED IN PART .
I. Factual and Procedural Background
Unless otherwise noted, the following relevant facts are derived from defendant's statement of uncontested facts, plaintiffs' responses and objections thereto, supporting exhibits, and the record as a whole. Moreover, consistent with the summary judgment standard, the Court states the facts in the light most favorable to plaintiffs, the non-moving party. See Iverson v. City of Boston ,
Mercado began to work for Walmart in August 2010 as Assistant Manager at the Sam's Club store located in Caguas, Puerto Rico. ECF No. 39-1 at 3. She was transferred to the Humacao store in May 2011 upon her request.
The job description of Assistant Manager proffered by the company contains a list of duties and competencies. ECF No. 43-9 . It also contains a list of "physical activities [that] are necessary in order to perform one or more of the essential duties of this position." Id. As discussed below, one of the required physical activities underlies the central factual and legal issues in this case-lifting merchandise and supplies that weight twenty-five pounds or less without assistance. Id.
From December 2013 to January 2015, Walmart granted various leaves of absence to Mercado that amounted to over 200 days, during which Mercado received from Walmart, salary continuation and family health plan coverage, among other employee welfare benefits. ECF Nos. 39-1 at 22; 39-6 at 79-81, 88-108. Said leaves were related to an emotional condition and personal problems comprising an abusive relationship, the loss of custody of her two daughters, and a suicide attempt. Id. According to plaintiff, she stopped suffering from said emotional condition after she regained custody of her daughters around July or August 2014. ECF No. 39-6 at 78. Mercado also suffered, starting in 2009, from herniated discs, which caused her pain. ECF No. 47 at 4. She received successful *343medical treatment and did not suffer from it again until December 2014. Id. ; ECF No. 39-6 at 61-64. By then, she "had difficulty walking and the pain radiated to her lower back in such intensity" that by January 2015, "she ended up in a wheelchair." ECF Nos. 39-1 at 7; 39-6 at 64-68; 47 at 4.
On January 22, 2015, Dr. Luis Pío Sánchez-Caso ("Dr. Sánchez"), plaintiff's orthopedic-spine surgeon, issued a medical certificate indicating that he evaluated Mercado and diagnosed her with herniated lumbar discs and degenerative disc disease. ECF No. 39-1 at 7. He further informed that she needed disc-implant spine surgery, and "that Mercado's recovery period after the surgery would last a minimum of three (3) months and up to one year." Id. at 7-8. Surgery was performed on February 6, 2015, and Mercado was on leave of absence with benefits from December 23, 2014, until her return to work from surgery convalescence on May 16, 2015. Id.
Upon her return to work in May 2015, Mercado submitted to Walmart a medical certificate by Dr. Sánchez indicating that Mercado could return to work with the following limitations: "[s]he cannot carry or push objects over 10 pounds. She cannot remain standing or seated for more than two hours without 10-15 minute rest periods." ECF Nos. 39-1 at 8; 43-12 at 2. Mercado was reinstated and worked as Assistant Manager of the receiving department from May 16 until around May 28, 2015, when she submitted a second medical certificate of that same date from Dr. Sánchez stating as follows: "my patient is unable to return to work until further notice. She was referred to [a] physiatrist for evaluation and physical therapy including aquaerobics. Also need home[ ]rest and prescription. Angie Mercado needs to finish this therapy for her well being." ECF Nos. 39-1 at 9; 39-26 . Dr. Sánchez also informed that Mercado's next follow-up medical visit would be on July 9, 2015, when he would determine her return-to-work date. Id. Upon Walmart's receipt Dr. Sánchez's medical certificate of May 28, 2015, Vanessa García ("García"), People's Manager at Sam's Club in Humacao, gave Mercado a reasonable accommodation form and a medical questionnaire to complete in relation to her back condition and the related physical limitations indicated by Dr. Sánchez. ECF No. 39-1 at 9; see also ECF No. 43-13 .
On June 15, 2015, Mercado submitted the completed request for accommodation form and medical questionnaire, the latter signed by Dr. Sánchez. Id. In the request for accommodation form, Mercado informed that she continued to suffer from "continuous back pain when walking for prolonged periods of time and when bending down to lift objects." Id. Moreover, Dr. Sánchez indicated that "Mercado was physically restricted from lifting/carrying objects weighing more than ten (10) pounds, and recommended that she did not work more than eight (8) hours per day." Id.
On July 9, 2015, Dr. Sánchez issued another certificate informing that Mercado could return to work with the aforementioned restrictions, in addition to "not sitting down or standing up for more than two (2) hours without resting periods of 10-15 minutes. ECF Nos. 39-1 at 9; 43-14 . Mercado returned to work on or around July 13, 2015, even though her request for reasonable accommodation remained pending.
On August 4, 2015, Walmart issued its final determination regarding Mercado's request for reasonable accommodation, informing her that:
The Accommodation Service Center (ASC) has completed review of your Request *344for Accommodation. However, we are unable to accommodate you in your current position because your restrictions prevent you from performing one or more essential job functions. An Assistant manager is required to be able to lift items weighing up to twenty-five pounds without assistance, while your health care provider states that you cannot lift over ten pounds. Unfortunately, there is no reasonable accommodation that would enable you to perform the essential functions of your job. Therefore, the Company would like to offer an alternative accommodation of reassignment. The company will conduct a search on your behalf for a suitable open position (lateral or below your pay grade) in your facility for which you are qualified and can perform within your restrictions, either with or without reasonable accommodation. You may, however, also apply for promotional transfer opportunities, or position in other facilities, that you can perform within your restrictions, either with or without a reasonable accommodation .... If a suitable position is currently available, you will be offered the position. However, if there is no suitable position immediately vacant you will be placed on personal leave while we continue the job search.
ECF No. 39-1 at 9-10.
According to Mercado, García and General Manager José Ayerdi ("Ayerdi") met with Mercado on August 10, 2015, to discuss the notice and final determination. ECF Nos. 39-1, 39-6 at 129-130. Mercado testified in her deposition under oath that, notwithstanding the content of the written notice of final determination, García and Ayerdi "told her that [she] could not continue working from that day on because [her] request had been denied because of the issue of the pounds; and that [she] had to apply for a position through wire and ... go through the whole application process again as a new employee with interviews and everything." Id. Based on that, "she believed to be terminated from her job on August 10, 2015." ECF No. 47 at 6. Nonetheless, Mercado admitted in her deposition that after her August 10, 2015 meeting with García and Ayerdi, she continued to receive salary continuation and other benefits, and that the company addressed her ongoing leave of absence in various letters to her. ECF No. 39-6 at 162-164; 184-188; see also ECF Nos. 43-17, 43-18, 43-19, 43-21, 43-22, 43-23, 43-24, 43-25 . Specifically, she received salary-continuation benefits until March 5, 2016, and employer-sponsored health plan coverage for herself and her daughters until December 20, 2016. ECF Nos. 39-1 at 2, 12; 39-6 at 162-164, 184-188; 43-24 ; 43-25 . Furthermore, the salary continuation benefits Walmart granted to Mercado amounted to over twice the ninety-day period established under company policies. ECF Nos. 7 at 5; 39-1 at 12-13; 39-6 at 162-164, 184-188; 43-17 ; 43-24 ; 43-25 .
On September 4, 2015, Mercado completed a request for reconsideration form in which she stated that she had never lifted objects weighing more than ten pounds in her job at Sam's Club, and that the company had not discussed the position's job description with her. ECF Nos. 39-1 at 10; 39-6 at 152; 43-15 . In support of her request for reconsideration, Mercado submitted a medical certificate by Dr. Sánchez dated September 11, 2015. ECF Nos. 39-1 at 10-11, 39-31 . In that certificate, Dr. Sánchez reiterated Mercado's need for periods of rest of ten to fifteen minutes after standing and sitting for two hours, and stated that Mercado could work regular, ten-hour shifts. ECF No. 39-31 . He also stated that Mercado "can carry or push objects under her job description." Id.
The job description to which Dr. Sánchez referred was one provided to him by *345Mercado that includes contradictory information about the lifting requirement, since it states both a ten-pound and a twenty-five-pound minimum lifting capability. ECF No. 39-6 at 131-133. The record is unclear as to how Mercado obtained that job description. She alleges to have received it from García, who in turn denied in her deposition of having given Mercado any job description. ECF Nos. 39-6 at 131-134; 39-8 at 107. Nonetheless, it is uncontested that the job description that Mercado gave to Dr. Sánchez was for the position of Wholesale Trading Manager, not Mercado's Assistant Manager position, which no longer existed. ECF No. 39-1 at 6.
As summarized above, the job description for the Assistant Manager position proffered by the company states that the ability to lift up to twenty-five pounds is required in order to be able to perform the job's essential duties. ECF Nos. 39-1 at 5-6; 43-9 . Even though it was Walmart's custom and practice to provide a new employee with a copy of his/her job description, the record is not clear as to whether Mercado received a copy of the Assistant Manager job description when she started working at Sam's Club. ECF No. 39-1 at 131-137; 52 at 1. Mercado testified in her deposition that she does not recall having received a copy of the Assistant Manager job description until Ayerdi provided it to her upon her request after Walmart's August 4, 2015 denial of Mercado's request for accommodation. ECF No. 39-6 at 131-137. On the other hand, Walmart did not produce any document or evidence of Mercado acknowledging receipt of such document.
In any event, her main factual contention in this case is that irrespective of what is stated in the Assistant Manager job description proffered by Walmart, while performing as Assistant Manager at Sam's Club, she never had to lift objects heavier than ten pounds, and as such, said requirement is not necessary to perform the essential duties of the job. Id. at 220-221, 225-226. Mercado further asserts that if she needed help lifting objects, she could ask for help from the Associates who worked under her supervision, who also had within their job description the task of lifting objects. Id. at 220-221. Mercado proffered not only her own testimony in support of that contention, but also that of Assistant Manager Juan Carlos Torres ("Torres"). ECF Nos. 39-20 at 57; 46 at 20-22; 47 at 3-4. Specifically, he stated:
[PLAINTIFF'S COUNSEL]: What happens if an [A]ssistant Manager has to lift an object and cannot do it?
[OPPOSING COUNSEL]: Objection to the form of the question.2
[JUAN CARLOS TORRES]: In my case, if I cannot lift something because it is too heavy then I will ask for help from someone on the floor in order to help the member. And then between the [A]ssociate and myself would lift it up and help the member.
ECF No. 39-20 at 57. Torres also testified that "[t]he [A]ssociate's duties on the floor are almost the same as those of a manager. They have to verify the rotation of the merchandise ... verify the inventories ... [i]f the member request[s] help in order to place merchandise in a car he has to be helped. Basically as a [M]anager also." Id. at 35.
*346On September 28, 2015, Walmart denied Mercado's request for reconsideration, reasserting its position about the lifting requirement, and that "excusing the performance of an essential function is not reasonable." ECF Nos. 39-1 at 11; 39-32 . Additionally, the company reiterated that "reassignment as an equally effective alternative accommodation" remained available if a suitable position arose during the 12-week reassignment period. ECF No. 39-32 . Notwithstanding what Walmart stated in its notice of denial of request for reasonable accommodation, according to Mercado, Ayerdi told her that if her treating physician indicated in a medical certificate that she could lift up to 25 pounds, she could return to work as Assistant Manager. ECF No. 39-6 at 170-171.
On October 23, 2015, Mercado filed a charge of discrimination before the Puerto Rico Department of Labor's Anti-Discrimination Unit for disability-based discrimination. ECF No. 43-16 .3
In letters to Mercado sent via certified mail on March 2, March 16, and April 1, 2016, Walmart followed up on its request for an updated medical certification regarding Mercado's lifting restrictions, since Dr. Sánchez's certificate of September 2015 indicated that she could "carry or push objects under her job description[,]" whereas his July 2015 certificate established a ten-pound lifting limitation. ECF Nos. 39-1 at 12-15; 39-31 ; 43-17 ; 43-18 ; 43-19 . Even though said letters were sent to Mercado's correct mailing address, they were returned as undeliverable, for which the company opted thereon to send all written communications both to her mailing address and in care of her attorney of record in this case. ECF Nos. 39-1 at 12-19; 39-6 at 11.
On April 11, 2016, Mercado submitted to the company a second reasonable accommodation request packet, including a medical certificate by Dr. Sánchez confirming Mercado's ten-pound lifting restriction. ECF No. 39-1 at 15; 43-20 . The company deemed that Dr. Sánchez's latest certificate was ambiguous as to whether the lifting restriction was temporary or permanent. ECF Nos. 39-1 at 15-16; 43-21 . As such, on April 22, 2016, it sent Mercado a letter requesting Mercado to provide a medical certificate indicating specifically: (1) the duration of the lifting limitation; and (2) the prognosis of Mercado's condition. ECF No. 43-21 . Mercado never provided Walmart with the requested certificate, *347even though the company followed up with her via letters of May 23, July 22, and August 9, 2016. ECF Nos. 39-1 at 17-20; 39-6 at 147-148.
On May 2, 2016, the company issued its final determination denying Mercado's second request for reasonable accommodation for the same reasons it denied her first request. ECF Nos. 39-1 at 16; 39-42 . In the final determination letter, the company reiterated its intention to offer "an alternative accommodation of reassignment." ECF No. 39-42 . In fact, the company offered Mercado part-time positions as Greeter and as Phone Attendant. ECF Nos. 39-1 at 17-21; 43-22 ; 43-24 . According to Mercado, she never responded to said job offers because those positions were part-time and at an hourly wage lower than what she earned as Assistant Manager, and because she had an ongoing legal action against the company. ECF Nos. 39-6 at 180-181; 43-26 . Nonetheless, around April or May 2016, Mercado applied for the position of Home Merchandise Assistant Manager. ECF No. 39-1 at 20-22. "Aside from submitting the application, Mercado did not mention to anyone from Human Resources her interest in being selected for the position." Id. at 21.
The recruitment process for the Home Office Merchandise Assistant position was executed in part by Ana Rosario ("Rosario"), People's Manager of Walmart's Puerto Rico home office in Caguas. Id. at 20-21. In the pre-screening process, Rosario called Mercado at both of her telephone numbers on record, but Mercado did not answer. Id. at 21. Rosario contacted Irelina Lebrón ("Lebrón"), Walmart's Human Resources Market Manager, for additional contact information for Mercado. Id. at 21. Lebrón informed Rosario that Mercado was on medical leave, and Rosario, who was unaware of Mercado's reasonable accommodation requests, continued with the pre-screening process. Id. The record is not clear as to whether Rosario or anyone else from Walmart attempted to contact Mercado again about the job vacancy. And, although Mercado contends that the position in question was equivalent to the Assistant Manager job, the record lacks information as to whether she was qualified for the Home Office Merchandise Assistant position. Walmart ultimately offered this job to another internal candidate. Id. at 22.
On May 17, 2016, the Equal Employment Opportunity Commission ("EEOC") closed the administrative case as to Mercado's charge and issued the notice of right to sue. ECF Nos. 39-1 at 17; 39-43 . On June 27, 2016, Mercado filed the instant complaint, alleging, in essence, that Walmart discriminated against her due to her disability by denying her a reasonable accommodation and dismissing her. ECF No. 1 . She alleged that her dismissal was in retaliation for requesting a reasonable accommodation and taking short-term disability leave. Mercado also alleged that her dismissal was discriminatory and retaliatory, and that she was subject to a retaliatory work environment. Id.
On August 9, 2016, Walmart sent Mercado a letter reprising the prior requests and follow-up for additional medical certification from Dr. Sánchez, the part-time job offers as Greeter and Phone Attendant, and the expiration on that date of her leave of absence pursuant to Walmart policy. ECF Nos. 39-1 at 18; 43-24 . The company further indicated that it was "imperative for [Mercado] to contact [Walmart] as soon as possible to determine the course to follow with regard to [her] employment." ECF No. 43-24 at 1. Walmart forewarned that if Mercado did not communicate with the company within ten days, it would deem that she was "not interested in continuing with the process of reasonable accommodation, *348or in returning to [her] job." Id. Mercado did not respond to the August 9, 2016 letter, and on December 2, 2016, Walmart sent a letter to Mercado informing her that "in light of her lack of communication" during the past months, her employment would end effective December 20, 2016, "on the grounds of job abandonment." ECF No. 43-25 at 1. The company also informed Mercado that her health-plan benefits would end on the effective date of her termination, with coverage-continuation options under COBRA. Id. at 2.
On December 16, 2016, Mercado sent a letter to the company acknowledging receipt of the December 2, 2016 notice of employment termination. ECF No. 43-26 . Furthermore, plaintiff stated that:
Sam's has not carried out the reasonable accommodation process in a serious manner or in good faith. Every time that I took reasonable accommodation documents to my doctor, you asked me to change the letter so that my doctor could authorize me to lift pounds that I cannot lift. It is impossible to conduct an interactive process this way... With regard to the positions of "Member Services Greeter" and "Phone Attendant," I never contacted you because they are part-time and the pay per hour is much lower than what I was receiving... I was always interested in the reasonable accommodation process, but one that was fair and took my health condition into account, which Sam's did not do.
Id. at 1.
On that same date, plaintiff was terminated by Walmart.
II. SUMMARY JUDGMENT STANDARD
Under Fed. R. Civ. P. 56, "[s]ummary judgment is appropriate when there is no genuine issue as to any material fact and the moving party is entitled to judgment as a matter of law based on the pleadings, depositions, answers to interrogatories, admissions on file, and any affidavits." Thompson v. Coca-Cola Co. ,
*349Alamo Rodríguez v. Pfizer Pharma ., Inc. ,
To defeat a properly supported motion for summary judgment, evidence offered by the non-movant "must be significantly probative of specific facts." Pérez ,
Furthermore, as stated by the U.S. Supreme Court, it is well settled that "[c]redibility determinations, the weighing of the evidence, and the drawing of legitimate inferences from the facts are jury functions, not those of a judge, whether [s]he is ruling on a motion for summary judgment or for a directed verdict. The evidence of the non-movant is to be believed, and all justifiable inferences are to be drawn in his favor." Anderson ,
In other words, "[t]he role of the trial judge at the summary judgment stage is not to weigh the evidence and determine the truth of the matter, but to determine whether there is a genuine issue for trial." Hodgens v. Gen. Dynamics Corp. ,
III. DISCUSSION
A. Plaintiff's Exhaustion of Administrative Remedies
A claimant under the ADA must exhaust administrative remedies under section 2000e-5(e)(1) of Title VII as a prerequisite to filing suit before this Court. See Zipes v. Trans World Airlines, Inc. ,
*350Walmart contends in its summary judgment motion that Mercado did not exhaust administrative remedies for her dismissal claim, because she did not amend her administrative charge of discrimination to include her subsequent employment termination. ECF No. 41 at 11-13; see ECF Nos. 1 ; 43-16 . Moreover, Walmart avers that Mercado did not exhaust administrative remedies as to her claim for retaliatory hostile work environment under the ADA, inasmuch as her charge is entirely lacking in such allegations.
The central factual allegation of Mercado's administrative charge was that on August 15, 2015, Walmart informed her that she "could not continue working because [she] did not fulfill the essential duties of [her] [j]ob description." ECF No. 43-16 at 6. Subsequently, in her complaint before this Court, Mercado alleged that "Sam's Club terminated her because they allegedly were not able to provide the reasonable accommodation she was requesting," and that her dismissal was "in retaliation for her request for reasonable accommodation and for receiving benefits under SINOT." ECF No. 1 at 5-6, 9.
Insofar as Mercado's termination of December 16, 2016, is rooted on the same nucleus of operative facts alleged in the administrative charge, Mercado did not need to amend her charge to include the final act of termination in order to comply with the exhaustion of administrative remedies requirement regarding her dismissal claim. See, e.g., Clockedile v. New Hampshire Dep't of Corr. ,
B. Plaintiff is a Disabled Individual Under the ADA, as Amended.
1- Applicable Law
In the context of employment, a covered individual under the ADA is one with a "disability" who, with or without a reasonable accommodation, can perform the essential functions of the job. The cornerstone of the definition, and the sine qua non requirement for ADA protection, is whether the individual has a "disability," as defined by the ADA. 42 U.S.C.§ 12102(2) ; see Sutton v. United Air Lines Inc.,
Common to the definitions of a covered disability under the ADA is the requirement that the physical or mental impairment must "substantially limit one or more of the person's major life activities." See Lessard v. Osram Sylvania Inc.,
As mandated under the Americans with Disabilities Act Amendment Act ("ADAAA"),
An impairment is a disability within the meaning of this section if it substantially limits the ability of an individual to perform a major life activity as compared to most people in the general population. An impairment need not prevent, or significantly or severely restrict, the individual from performing a major life activity in order to be considered substantially limiting. Nonetheless, not every impairment will constitute a disability within the meaning of this section.
"The determination of whether an impairment substantially limits a major life activity shall be made without regard to the ameliorative effects of mitigating measures."
2- Discussion
Walmart argues that Mercado is not disabled under the ADA, because her inability to lift more than ten pounds is not an impairment that substantially limits a major life activity. ECF Nos. 41 at 2-7; 51 at 3-7. In support of its contention, Walmart cites First Circuit case law outside the scope of applicability of the ADAAA, particularly in relation to heavy-lifting limitations.
Moreover, Walmart asserts that Mercado, "for the first time, alleged in her opposition to the motion for summary judgment that she was substantially limited in the major life activity of working. No such averment is included in the [c]omplaint." ECF No. 51 at 4. According to Walmart, "she should not be allowed to amend the complaint through her opposition to the motion for summary judgment."
Walmart is correct in that Mercado's allegation of disability based on work is tardy and unsubstantiated. See 42 U.S.C.A. sec. 12102(1) ; 29 C.F.R. sec. 1630.2(j) ; Ruiz Rivera ,
In light of the above, the Court finds that Mercado's 10-pound lifting impairment constitutes a substantial limitation to a major life activity under ADAAA standards. Accordingly, she has met her burden to establish that she is a disabled individual covered under said statute. In that respect, Mercado's failure to include in her complaint that she is disabled in the major life activity of work does not prove fatal to her claim, nor does her status as disabled under the ADA, as amended by the ADAAA, hinge on whether she can prove to be unable to work a broad class or category of jobs due to her impairment.
C. Genuine Issues of Fact Preclude Summary Judgment Regarding the Essential Duties of Mercado's Assistant Manager Position.
1. Applicable Law
A disabled claimant under the ADA, as amended by the ADAAA, must prove to be qualified to perform the essential duties of his/her job with or without reasonable accommodation. 42 U.S.C § 12112(a) ; see Lang v. Wal-Mart Stores East, L.P. ,
Evidence of whether a particular function is essential includes, but is not limited to:
(i) The employer's judgment as to which functions are essential;
(ii) Written job descriptions prepared before advertising or interviewing applicants for the job;
*354(iii) The amount of time spent on the job performing the function;
(iv) The consequences of not requiring the incumbent to perform the function;
(v) The terms of a collective bargaining agreement;
(vi) The work experience of past incumbents in the job; and/or
(vii) The current work experience of incumbents in similar jobs.
2. Discussion
According to Walmart, the ability to lift objects that weigh up to twenty-five pounds without assistance is a physical requirement of the Assistant Manager job that is necessary to perform essential duties of that position. ECF Nos. 41 at 7-11; 51 at 5-7; 52 at 1-4. In support of its contention, Walmart proffered a job description of the Assistant Manager position stating said physical requirement, as well as the deposition testimony of other Assistant Managers to that effect. ECF No. 43-9 . Thus, Walmart asserts that Mercado cannot perform the essential duties of the Assistant Manager position, inasmuch as she is unable to lift more than ten pounds without assistance. Moreover, Walmart asserts that there is no reasonable accommodation that would enable Mercado to lift more than ten pounds, and the ADA does not require an employer to exempt employees from essential job requirements. ECF Nos. 41 at 7-11; 51 at 5-7; 52 at 1-4.
Conversely, Mercado avers that she is fully able to perform the essential duties of the Assistant Manager position, and she testified in her deposition that she never had to lift more than ten pounds without assistance in her years as Assistant Manager of Sam's Club. ECF Nos. 46 at 17-24; 47 at 3-4; 55 at 2-7. She also alleges to have seen the Assistant Manager job description proffered by Walmart for the first time in 2015, after she requested a reasonable accommodation following back surgery, even though according to her, it was company policy for Walmart to provide a new employee with a copy of the job description at the beginning of his/her employment.
Applying the EEOC guidelines' factors quoted above to determine whether the job requirement in question is essential, the Court finds that the first two factors are uncontested in favor of Walmart's position. See
In short, the Court finds a jury-trial-worthy issue that precludes summary judgment regarding the central question of whether the ability to lift up to twenty-five pounds without assistance is an essential physical requirement for the performance of essential duties of the Assistant Manager position.
*355D. Genuine Issues of Fact Preclude Summary Judgment as to Whether Walmart Failed to Provide Reasonable Accommodation to Plaintiff.
To assert a claim for failure to accommodate under the ADA, Mercado is required to establish the following: (1) that she suffered from a disability within the meaning of the statute; (2) that she was a qualified individual in that she was able to perform the essential functions of her job, with or without a reasonable accommodation; and (3) that, despite Walmart's knowledge of her disability, the Walmart did not offer a reasonable accommodation for her disability. See Valle-Arce v. P.R. Ports. Auth. ,
As held by the First Circuit, "[a]lthough a reasonable accommodation may include job restructuring,
To show that a proposed accommodation is reasonable, a plaintiff must prove "not only that the proposed accommodation would enable her to perform the essential functions of her job, but also that, at least on the face of things, it is feasible for the employer under the circumstances." See Reed v. LePage Bakeries, Inc.,
*356García-Ayala v. Lederle Parenterals, Inc.,
"An employee's request for accommodation sometimes creates a duty on the part of the employer to engage in an interactive process," entailing an "informal dialogue between the employee and the employer in which the two parties discuss the issues affecting the employee and potential reasonable accommodations that might address those issues." E.E.O.C. v. Kohl's Dept. Stores, Inc. ,
(a) Mercado's Request for Reinstatement to the Position of Assistant Manager with Ten-Pound Lifting Restriction as Reasonable Accommodation
There are controversies of material fact that preclude summary judgment as to whether granting Mercado's request for reinstatement to the Assistant Manager job with the ten-pound lifting restriction indicated by her treating physician constitutes reasonable accommodation under the ADA. As summarized above, Walmart contends that the ability to lift up to twenty-five pounds without assistance is required to perform essential functions of the Assistant Manager position, as evidenced by the job description proffered by the company and as testified by some company managers. As such, Walmart asserts that allowing Mercado to return to her position without being able to lift twenty-five pounds or more on her own is tantamount to exempting her from having to perform essential duties of the job that require such physical capability. That, in turn, would not constitute reasonable accommodation under ADA standards, according to Walmart. ECF Nos. 41 at 7-11, 20-28; 52 at 7-9.
However, Mercado testified in her deposition that she never had to lift in excess of ten pounds in her years as an Assistant Manager, for which the requirement in question is not essential to the job. She further contends that irrespective of the lifting requirement contained in the Assistant Manager's job description proffered by the company, Assistant Managers at Sam's Club are able to ask Associates for help in lifting objects as needed, and that her averment in that respect is supported by Torres's deposition testimony. Thus, Mercado deems that Walmart unreasonably denied her request for reinstatement as Assistant Manager with a ten-pound lifting restriction, in violation of the ADA. ECF Nos. 46 at 17-24; 55 at 2-7.
In short, the question of whether Mercado's reinstatement in her job as Assistant Manager with a ten-pound lifting restriction constitutes reasonable accommodation under the ADA is not one that is apt for summary disposition under Rule 56. The underlying questions of material facts call for credibility determinations and weighing of evidence, thus warranting a jury trial. See Anderson ,
(b) Walmart's Offers of Job Reassignment as Reasonable Accommodation
Walmart avers that there was no reasonable accommodation that could have enabled *357Mercado to lift up to 25 pounds without assistance. ECF Nos. 41 at 7-11; 51 at 7-9. Thus, it offered her reassignment to other positions as alternative reasonable accommodation after it denied her request for reinstatement to the Assistant Manager position with the ten-pound lifting restriction indicated by her treating physician. ECF Nos. 41 at 20-28; 51 at 7-9. Specifically, Walmart offered her part-time positions as Greeter and Phone Attendant, but Mercado did not respond Walmart's follow-up multiple letters over several months about the job offers and the pending updated medical information about her lifting restriction and its prognosis. According to Walmart, its offering of reinstatement in other positions as alternative reasonable accommodation and Mercado's breakdown of the interactive process preclude any liability against it as a matter of fact and law.
It is uncontested that Mercado communicated with Walmart for the last time during her employment on April 11, 2016, when she submitted her second reasonable-accommodation request packet. Moreover, it was not until December 16, 2016, two weeks after her dismissal, when Mercado informed Walmart that she had not responded to the job offers because the positions were "part-time and the pay per hour is much lower than what [she] was receiving [as Assistant Manager]." ECF No. 43-46 at 1. Furthermore, around April or May 2016, Mercado had applied to the position of Home Merchandise Assistant Manager. However, the record is not clear as to whether that position was equivalent to her Assistant Manager job, and whether she was qualified for it. Additionally, the company's reasons for disqualifying Mercado for that position are not clear, either.
In light of the above, the Court finds that Walmart engaged in an interactive process with Mercado to find alternative positions for her. However, if the ability to lift up to twenty-five pounds without assistance was not an essential requirement of the Assistant Manager position in practice, Mercado could have been reinstated in the Assistant Manager position with her ten-pound lifting restriction. And even if the lifting requirement in question was essential to the job, Mercado claims that she could have easily been reinstated with lifting assistance as reasonable accommodation, given that Associates on the floor were readily available to provide such assistance as part of their job. In any event, whether Walmart's offer to Mercado of reassignment to lower-paying, part-time positions constituted reasonable accommodation is contingent on whether there were no reasonable means to enable her to be reinstated in the Assistant Manager position or in an equivalent job vacancy for which she was qualified, all of which is at controversy in this case. See 29 C.F.R. App. § 1630.2(o) ; Matos ,
E. Mercado Failed to Establish an Actionable Claim of Retaliatory Hostile Work Environment.
Both ADA and Title VII prohibit retaliation against an employee for, among other grounds, having opposed any practice made unlawful by either law.
*358Burlington Northern & Santa Fe Railway Co. v. White ,
For an employer's action to amount to retaliation in violation of the ADA, it must substantially affect employment or alter the conditions of the workplace, typically involving discrete changes in the terms of employment such as hiring, firing, failing to promote, and/or lower salary or benefits. Morales-Vallellanes v. Potter,
Walmart contends that even if Mercado had exhausted administrative remedies as to her claim of retaliatory hostile work environment, the alleged acts do not amount to an actionable claim. ECF Nos. 39-1 ; 41 at 14-20. Mercado alleges that she experienced a retaliatory hostile working environment for having requested reasonable accommodation and for receiving short-term disability benefits. ECF No. 1 at 5. Specifically, she alleges that
Mercado began working again on July 13, 2015. On said date the discriminatory conduct, harassment and hostile environment became blatant. As part of the discriminatory conduct, the medical recommendations and the request for reasonable accommodation were completely ignored by Sam's Club. Sam's Club forced Mercado to work six (6) continuous days; assigned her ten (10) hour shifts; and oftentimes they left her working alone during shifts which were normally assigned to three (3) or four (4) managers. Sam's Club also transferred her to the receiving area. These discriminatory actions, because of her disability, were deliberately undertaken in retaliation for Mercado's requests for reasonable accommodation and for requesting and receiving benefits under SINOT.
As discussed above, the Court holds that Mercado did not exhaust administrative remedies as to her claim of retaliatory hostile work environment. Assuming, arguendo , that she had, Mercado did not meet her burden to establish an actionable claim. It is uncontested that: (i) the *359alleged acts took place during less than one month; (ii) ten-hour workdays and six-day workweeks were standard for Assistant Managers at Sam's Club; (iii) during the time period in question, the company had not yet decided on Mercado's treating physician's eight-hour-workday recommendation; (iv) Mercado did not work six consecutive workdays; (v) she worked alone on a sole occasion during a back-to-school event, as did another colleague; (vi) her transfer to the receiving department took place months prior to her request for reasonable accommodation; and (vii) said transfer was one of several interrelated transfers and did not entail reduction in salary, benefits, or occupational classification.
Thus, none of the alleged acts entailed a demotion in form or in substance, nor were said acts, taken as a whole, sufficiently severe or pervasive to rise to the level of a hostile working environment under the stringent First Circuit standards. In fact, the District of Puerto Rico has summarily dismissed, and the First Circuit Court of Appeals has affirmed, dismissals of claims of hostile work environment under various anti-discrimination laws in more severe cases.7 Accordingly, Walmart's summary-judgment motion is hereby GRANTED in relation to plaintiffs' claim of retaliatory hostile work environment.
F. Genuine Issues of Fact Preclude Summary Judgment as to Mercado's Claim of Discriminatory and Retaliatory Discharge.
A claimant may prevail in a discriminatory discharge claim under the ADA by demonstrating that she is a disabled person with a disability under the ADA who can perform the essential functions of the job with or without reasonable accommodation as defined by said statute, and that she was subject to an adverse employment action due wholly or partly to her disability. Soto-Ocasio ,
Pursuant to the aforementioned burden-shifting test, a plaintiff may establish an inference of disability discrimination under the ADA by showing that she: (1) had a disability within the meaning of the ADA; (2) was qualified to perform the essential functions of the job with or without reasonable accommodation; (3) suffered an adverse employment action; (4) was replaced by or treated less favorably than a non-disabled person; and (5) suffered damages as a result. Ramos-Echevarría v. Pichis, Inc. ,
*360Gómez-González v. Rural Opportunities, Inc. ,
The threshold question of the third prong mentioned above is whether the acts or omissions alleged by a claimant amount to an adverse employment action. Ramos-Echevarría , 659 F.3d at 186. Furthermore, the fourth prong's central issue is whether an adverse employment action is due in whole or in part to a claimant's disability. Id. In that respect, to survive summary judgment, a claimant "must establish that a causal connection exists between his disability and the adverse employment action. He must proffer sufficient evidence that his employers were motivated by discriminatory animus." Salamo Martínez v. Celulares Telefónica, Inc. ,
As discussed above, it is illegal under the ADA for an employer to retaliate against an employee with a disability for opposing unlawful practices under said law, including a request for reasonable accommodation and opposing alleged unlawful denials of the same. 42 U.S.C. 12203(a) ; see Thompson ,
In proper circumstances, the required causal connection may be established by temporal proximity between the relevant events, but the proximity must be very close. Clark Cty. Sch. Dist. v. Breeden ,
Walmart contends that Mercado's dismissal was solely for job abandonment, resulting from Mercado's inexcusable failure to communicate at all with the company since her second request for reasonable accommodation on April 11, 2016, notwithstanding Walmart's follow-up letters to her of April 22, May 2, July 21, and August 9, 2016. ECF Nos. 39 at 3-4; 39-1 at 15-19; 41 at 13-14, 24-25. As summarized above, in those letters, Walmart requested Mercado to communicate with the company regarding pending medical information about her ten-pound lifting restriction, the company's denial of Mercado's second request for reasonable accommodation, Walmart's offers of job reassignment to two alternative *361part-time positions, and the upcoming expiration of her leave of absence under Walmart's policies.
In that respect, Walmart avers that Mercado failed to establish a prima facie case of discriminatory or retaliatory discharge under the ADA. ECF Nos. 39 at 3-4; 41 at 13-14, 24-25. Specifically, according to Walmart, Mercado is unable to establish that her dismissal is causally related in any way with either her status as disabled or her request for reasonable accommodation. Walmart is emphatic that it went beyond its legal obligations toward Mercado in providing her with extensive leave and other benefits, and in attempting to reinstate her after her back surgery. According to the company, it was Mercado who willfully cut off the interactive process, which in turn left Walmart with no choice but to conclude that she was not interested in returning to work.
Conversely, according to Mercado, she was dismissed under the pretext that she could not perform the essential duties of her job as Assistant Manager because of her ten-pound lifting restriction, even though it was common practice at Sam's Club to ask and obtain help from colleagues to lift objects when they were unable to do so on their own. ECF No. 46 at 17-27; 47 ; 55 . In that respect, she contends that her dismissal resulted from her request of reinstatement as Assistant Manager with the lifting restriction as reasonable accommodation.
In short, the Court holds that issues of material fact preclude summary disposition as to Mercado's claim of discriminatory and retaliatory discharge, for which summary judgment is hereby DENIED as to that claim.
G. Claims under Puerto Rico laws
Plaintiffs' Puerto Rico and federal claims derive from the same nucleus of operative facts. See
1. Law 100
In her complaint, plaintiff alleges conclusorily that "[t]he actions and omissions of all defendants constitute age discrimination, harassment and retaliation in violation of [Puerto Rico's] Law 100 and [L]aw 155." ECF No. 1 at 8. Puerto Rico's Law 100, 29 L.P.R.A. § 146 et seq., prohibits discrimination based on: age, race; color; sex; sexual orientation; gender identity; social or national origin; social condition; political affiliation; political or religious beliefs; for being a victim, or perceived as a victim, of domestic violence, sexual assault or stalking; or for being a servicemember or ex-servicemember in the United States Armed Forces, or holding veteran status. See Alvarez-Fonseca v. Pepsi Cola Bottling Co. ,
2. Law 115
Plaintiffs assert a retaliation claim under Puerto Rico Law 115, which makes it unlawful *362for an employer to discharge or discriminate against employees because "they offer or attempt to offer, verbally or in writing, any testimony, expression or information before a legislative, administrative or judicial forum in Puerto Rico." P.R. Laws Ann. tit. 29 § 194(a) ; see Salgado-Candelario v. Ericsson Caribbean, Inc. ,
3. Law 80
Law 80 is Puerto Rico's unjust dismissal statute. 29 L.P.R. § 185a et seq. ; Otero-Burgos v. Inter American University ,
IV. Conclusion
Having concluded that Mercado is a disabled individual under the ADA, as amended by the ADAAA, the Court finds that genuine issues of fact warrant a jury trial to determine: (i) whether Mercado was able to perform the essential duties of the Assistant Manager position with or without reasonable accommodation; (ii) whether Mercado's dismissal was due to her request for reinstatement after back surgery as Assistant Manager with a ten-pound lifting restriction; and (iii) whether Walmart's offer of lower-paying, part-time positions constituted reasonable accommodation.
Accordingly, defendant's motion for summary judgment (ECF No. 39 ) is hereby GRANTED IN PART AND DENIED IN PART . Specifically, the Court GRANTS Walmart's summary judgment motion regarding Mercado's claim of disability-based, retaliatory hostile work environment under the ADA, and as to Mercado's claim of age discrimination under Puerto Rico's Law 100. The Court DENIES Walmart's summary judgment motion as to every other claim.
SO ORDERED .
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