Norwood v. United Parcel Service

57 F.4th 779
CourtCourt of Appeals for the Tenth Circuit
DecidedJanuary 17, 2023
Docket21-3145
StatusPublished
Cited by14 cases

This text of 57 F.4th 779 (Norwood v. United Parcel Service) is published on Counsel Stack Legal Research, covering Court of Appeals for the Tenth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Norwood v. United Parcel Service, 57 F.4th 779 (10th Cir. 2023).

Opinion

Appellate Case: 21-3145 Document: 010110798291 Date Filed: 01/17/2023 Page: 1 FILED United States Court of Appeals PUBLISH Tenth Circuit

UNITED STATES COURT OF APPEALS January 17, 2023

Christopher M. Wolpert FOR THE TENTH CIRCUIT Clerk of Court _________________________________

SUSAN NORWOOD,

Plaintiff - Appellant,

v. No. 21-3145

UNITED PARCEL SERVICE, INC.,

Defendant - Appellee. _________________________________

Appeal from the United States District Court for the District of Kansas (D.C. No. 2:19-CV-02496-DDC) _________________________________

Luther Oneal Sutter, Sutter & Gillham, P.L.L.C., Benton, Arkansas, for Plaintiff- Appellant Susan Norwood.

Daniel P. Johnson (Shelley J. Ericsson, with him on the brief), Ogletree, Deakins, Nash, Smoak & Stewart, P.C., Kansas City, Missouri, for Defendant-Appellee United Parcel Service, Inc. _________________________________

Before TYMKOVICH, EID, and CARSON, Circuit Judges. _________________________________

CARSON, Circuit Judge. _________________________________

When an employee comes to an employer seeking an accommodation for a

disability, we have long required both parties to engage in what we call the

“interactive process”—a back-and-forth discussion to help identify the employee’s Appellate Case: 21-3145 Document: 010110798291 Date Filed: 01/17/2023 Page: 2

precise limitations and attempt to find a reasonable accommodation for those

limitations. In this case, Defendant United Parcel Service, Inc., engaged in an

extensive back-and-forth to attempt to accommodate Plaintiff Susan Norwood. Yet

Plaintiff still sued, alleging Defendant failed to immediately tell her that it approved

a possible accommodation and formally offer it to her. But the law imposes no

burden on employers to immediately tell employees of approved possible

accommodations or to formally offer them those accommodations, rather than

informally asking if they would satisfy an employee.

Besides challenging Defendant’s good faith during the interactive process,

Plaintiff appeals the district court’s decision to exclude expert testimony and draw

certain inferences in granting Defendant’s motion for summary judgment. Exercising

jurisdiction under 28 U.S.C. § 1291, we affirm.

I.

Defendant employed Plaintiff for several years. Eventually, Plaintiff became a

division manager. In that position, Plaintiff oversaw operational safety, service, and

performance in her division. Defendant required her to remember daily

conversations and record them later. Her position gave her access to Defendant’s

proprietary and confidential information.

When her parents became ill, Plaintiff’s mental health declined. She struggled

to recall the daily conversations Defendant expected her to memorize. Plaintiff met

with her supervisor and a human-resources manager to discuss her performance

issues and Defendant’s intention to place her on a manager-performance-

2 Appellate Case: 21-3145 Document: 010110798291 Date Filed: 01/17/2023 Page: 3

improvement plan. Plaintiff suffered an anxiety attack following the meeting. So

she requested medical leave and an accommodation. The next day, Defendant

instructed her how to seek an accommodation. She emailed human resources,

requesting an agenda of all meetings and permission to tape record them. A few days

later, Plaintiff went on leave and did not return to work.

During Plaintiff’s leave, Defendant sent her what it calls an “accommodation

packet.” Plaintiff did not timely return her paperwork, so Defendant closed her case.

Defendant reopened Plaintiff’s case when she so requested. This time, Plaintiff

completed the accommodation paperwork. A week after she returned her paperwork,

she emailed human resources to let Defendant know that although she was scheduled

to return to work, she would not do so without the requested accommodations. An

occupational health manager for Defendant emailed Plaintiff in response:

Thank you for your inquiries regarding your request for accommodation and returning to work. We look forward to your return, and as you know, we initiated an accommodation request on your behalf. The accommodation process is designed to be interactive and requires your input in order to determine a reasonable accommodation that may assist you in the performance of your job. Because you have been on your medical leave, we have not contacted you regarding your checklist meeting (where UPS and you explore potential accommodations). Instead, we wanted to allow you to focus on your health. Now that you are in a position to return we look forward to working with you, and will schedule your checklist meeting as soon as possible upon your return. In this checklist meeting, you will have the opportunity to identify accommodations that may be of benefit to you as will UPS as we work towards solutions that will allow you to be at work and perform the daily essential job functions as a division manager. We will be in contact with you upon your return and will provide you with additional information. Again, we look forward to your return and working with you through this process.

3 Appellate Case: 21-3145 Document: 010110798291 Date Filed: 01/17/2023 Page: 4

On June 19, 2018, Plaintiff met with Human Resources Manager Eric Day,

Occupational Health Supervisor Gayle Narimatsu, and District Operations Human

Resources Manager Jimmy McClure for an “Accommodation Checklist Meeting.”

Plaintiff informed them of her medical restrictions, symptoms, and needs affecting

her ability to perform her job. These needs included getting consistent sleep and a

set schedule, taking her medication regularly and on schedule, and dealing with her

anxiety, as well as clarity, concentration, and understanding issues. Plaintiff again

asked Defendant to provide her with an agenda to follow during meetings and for

permission to tape record all meetings in which she participated. Day then forwarded

the checklist to the Region Accommodation Committee.

On June 28, 2018, that committee met and discussed Plaintiff’s request for

accommodation. It considered Plaintiff’s insistence on tape recording but decided

that her request was unreasonable because her position required that she have access

to confidential and proprietary information. The committee identified reasonable

alternatives, including: providing meeting agendas for specific meetings, designating

a notetaker for identified meetings, and authorizing notetaking by both Plaintiff and a

designated notetaker during identified meetings. Although the meeting notes show

that the committee agreed to notetaking, the notes also say, “define meetings.”

After this meeting, Day contacted Plaintiff on July 2, 3, 6, 9, 10, and 11, 2018

to inform her of the committee’s findings and help her get back to work. The July 2

and 3 communications explained that the committee declined her request to tape

record as unreasonable. On a July 3 phone call, Plaintiff asked Day what the

4 Appellate Case: 21-3145 Document: 010110798291 Date Filed: 01/17/2023 Page: 5

committee had approved during its June 28 meeting. Day did not mention the

committee’s thoughts about a notetaker. Day, however, asked Plaintiff for which

meetings she would need an agenda or notes.

On July 6, Day emailed Plaintiff:

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Cite This Page — Counsel Stack

Bluebook (online)
57 F.4th 779, Counsel Stack Legal Research, https://law.counselstack.com/opinion/norwood-v-united-parcel-service-ca10-2023.