Montgomery v. L.A. Unified School Dist. CA2/4

CourtCalifornia Court of Appeal
DecidedMay 15, 2023
DocketB316697
StatusUnpublished

This text of Montgomery v. L.A. Unified School Dist. CA2/4 (Montgomery v. L.A. Unified School Dist. CA2/4) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. L.A. Unified School Dist. CA2/4, (Cal. Ct. App. 2023).

Opinion

Filed 5/15/23 Montgomery v. L.A. Unified School Dist. CA2/4 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(a). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115(a).

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA SECOND APPELLATE DISTRICT DIVISION FOUR

TYRA MONTGOMERY, B316697

Plaintiff and Appellant, Los Angeles County Super. Ct. No. v. 20STCV03558 LOS ANGELES UNIFIED SCHOOL DISTRICT,

Defendant and Respondent.

APPEAL from a judgment of the Superior Court of Los Angeles County, Dennis J. Landin, Judge. Affirmed. Kyle Todd and Alfredo Nava for Plaintiff and Appellant. Artiano Shinoff and Paul V. Carelli, IV, for Defendant and Respondent. INTRODUCTION

Tyra Montgomery is employed by Los Angeles Unified School District (LAUSD) as a special education assistant in an elementary school classroom. In September 2019, school administrators did not assign her to work additional hours as an aide on the bus transporting students with special needs to and from school, as her medical restrictions precluded her from lifting more than 40 pounds. Consequently, she sued LAUSD under the California Fair Employment and Housing Act (FEHA) (Gov. Code, § 12900 et seq.) for disability discrimination, failure to accommodate, and failure to engage in the interactive process. LAUSD moved for summary judgment or, in the alternative, summary adjudication. It argued Montgomery’s claims fail as a matter of law, because: (1) she cannot lift more than 40 pounds, and therefore cannot perform the essential functions of the desired bus aide role; and (2) no reasonable accommodation was available to enable her to perform those functions. The trial court granted LAUSD’s motion. We affirm.

BACKGROUND

In December 2017, Montgomery injured her neck, back, and shoulders at work while intervening in an incident involving a student exhibiting aggressive behavior. She filed a workers’ compensation claim and went on medical leave from December 2017 to August 2019. Her doctor authorized her return to work with the following restrictions in place: (1) no lifting objects over 40 pounds; (2) no standing or walking for longer than one hour without at least ten minutes of sitting; and (3) no repetitive squatting, crouching, crawling, or kneeling.

2 In September 2019, the school principal, Lashon Sanford, received complaints from the drivers of the school bus transporting students with special needs. They informed her that the students were engaging in disruptive and dangerous behavior on the bus, including getting out of their harnesses, crawling around on the floor of the bus, and fighting with one another. Due to student behavior, the bus had to return to the school on at least two occasions, and some drivers refused to drive the bus route. Based on the bus drivers’ complaints, Principal Sanford determined that a special education assistant needed to supervise the students on the bus. The special education assistant on the bus aide assignment would work an additional 10 hours per week. School administrators assigned the role to Ericka Johnson, a special education assistant who supports one of the bus’s students in the classroom. She worked the bus aide assignment until another special education assistant, Danette Matthews, transferred to the school and took over in March 2020. A few days after Johnson began riding the bus, Montgomery spoke to the school administrative assistant, Crystal Morrison, and expressed interest in working the bus aide assignment on a bi-weekly rotation with Johnson. That day, Morrison relayed Montgomery’s interest to Assistant Principal Brenda Martinez. In late September 2019, Assistant Principal Martinez e-mailed several individuals, including Special Education Resource Coordinators Renata Medina and Yolanda Lopez, for guidance on whether Montgomery should be placed in the bus aide rotation, given her medical restrictions. At some point, Assistant Principal Martinez spoke to Medina and Lopez by phone, and consulted with Principal Sanford in person,

3 regarding her concern whether Montgomery could safely perform the bus aide’s required functions with her medical restrictions. On October 1, 2019, Montgomery e-mailed Principal Sanford and Assistant Principal Martinez “to express [her] concerns about being overlooked for the bus support position[ ]” and to “formal[ly] inquir[e] as to why [she was] being passed over.” The next day, Assistant Principal Martinez spoke to Montgomery about her interest in and ability to work the bus aide assignment consistent with her medical restrictions.1 Following their conversation, Assistant Principal Martinez sent Montgomery an e-mail asking her to “provide . . . a clearance from [her] doctor that is specific to the activities [she] would be doing on the bus.” Montgomery ultimately did not provide the school administrators with the information requested. On October 22, 2019, Assistant Principal Martinez e-mailed the school’s special education assistants “to inform [them] that there is availability to ride the school bus and support [the] students.” She then asked them to e-mail her if they were interested in working the assignment. The next day, Montgomery replied to the e-mail and reiterated her interest in the assignment. Assistant Principal Martinez did not respond to her reply, and did not remember whether she followed up with Montgomery about the assignment. On October 25, 2019, Montgomery met with Principal Sanford two times. The first meeting occurred at around 10:00 a.m. and did not relate to the bus aide assignment. The second meeting took place at around 2:00 p.m. Montgomery’s declaration reflects that, at this meeting, Principal Sanford “told

1 The parties dispute whether Principal Sanford attended the meeting, as well as the details of what happened.

4 [Montgomery] her concern with having [Montgomery] work the bus aid[e] hours was that [Montgomery] would . . . be required to fully lift the students and put them back in their seats if they got up while the bus was in motion.” According to Montgomery, Principal Sanford “said if [Montgomery] got [her] forty-pound lifting restriction removed, then she would put [Montgomery] on the bus.” In mid-December 2019, Montgomery and her union representative met with Principal Sanford at the request of RehabWest, the company assisting LAUSD employees in returning to work after receiving workers’ compensation. During the meeting, the parties addressed Montgomery’s ability to perform her classroom duties with her medical restrictions and her current accommodations. They did not discuss the bus aide assignment. In late January 2020, Montgomery sued LAUSD under FEHA. As noted above, her complaint asserted claims for disability discrimination (first cause of action), failure to accommodate (second cause of action), and failure to engage in the interactive process (third cause of action). In April 2021, LAUSD moved for summary judgment or, in the alternative, summary adjudication. It argued Montgomery’s claims fail as a matter of law because, among other things: (1) “[Montgomery] cannot perform the essential functions of the [b]us [a]ide hours with or without accommodations[ ]”; and (2) “there were no reasonable accommodations that, if implemented, would support [her] to fully perform the essential functions . . . .” At the conclusion of the hearing on LAUSD’s motion, the trial court took the matter under submission. A couple weeks later, it entered a written order granting the motion. In support

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Bluebook (online)
Montgomery v. L.A. Unified School Dist. CA2/4, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-la-unified-school-dist-ca24-calctapp-2023.