Refuerzo v. Southwest Airlines Co.

District Court, N.D. California·Decided September 12, 2024·No. 3:22-cv-00868·Unknown

Opinion

RORESTE REFUERZO, et al., Case No. 22-cv-00868-JSC

Plaintiffs, ORDER RE: PLAINTIFFS’ MOTION v. FOR CLASS CERTIFICATION

SOUTHWEST AIRLINES CO., Re: Dkt. No. 97 Defendant.

Plaintiffs bring this putative class action against Southwest for penalizing flight attendants’ exercise of family and medical leave. (Dkt. No. 84.)1 Before the Court is Plaintiffs’ motion for class certification. (Dkt. No. 97.) Having carefully considered the briefing, and with the benefit of oral argument on September 5, 2024, the Court CERTIFIES Plaintiffs’ claims for FMLA interference, wrongful termination, and unfair competition as to the (b)(2) Nationwide Injunctive Relief Class, (b)(2) California Subclass, and (b)(3) Nationwide Damages Class. Plaintiffs’ motion as to the (b)(3) California Subclass is DENIED for failure to establish numerosity. I. Complaint Allegations Plaintiffs allege Southwest “instituted a policy in 2019 that effectively penalizes its flight attendants’ exercise of family and medical leave. Under the policy, a flight attendant who would otherwise be entitled to a reduction in disciplinary points is not given the reduction if she took medical or family leave.” (Dkt. No. 84 ¶ 1.) Southwest tracks “points” for attendance and disciplinary violations; when a flight attendant accumulates 12 points, they are eligible for termination. (Id. ¶ 15.) Flight attendants can reduce their points through Southwest’s “record- improvement” mechanisms, which reward good attendance under the following four circumstances: “(1) No Chargeable Occurrences During a Quarter; (2) Perfect Attendance During a Quarter; (3) Fourth Quarter Record Improvement Bonus; (4) December Record Improvement.” (Id. ¶ 16.) Prior to 2019, Southwest penalized flight attendants who took continuous leave under the Family and Medical Leave Act (FMLA) for less than 14 days by disqualifying them from record-improvement mechanisms. (Id. ¶ 17.) In March 2019, Southwest instituted a new policy that disqualified flight attendants who took intermittent FMLA leave from record-improvement mechanisms. (Id. ¶ 18.) So, “[e]mployees who exercise the right to protected leave lose the benefit of point reductions to which they would otherwise be entitled.” (Id.) Plaintiff Refuerzo, who began working for Southwest as a flight attendant in 2006, applied for intermittent FMLA leave in May 2019. (Id. ¶¶ 22-23.) Southwest approved Mr. Refuerzo’s request, and he used his intermittent leave in November and December of 2019. (Id. ¶ 23.) Because Mr. Refuerzo used his intermittent leave, he did not receive the two-point deduction to which he would have otherwise been entitled for the final quarter of 2019. (Id. ¶ 24.) So, Mr. Refuerzo ended 2019 with 9.5 disciplinary points instead of 7.5. (Id. ¶ 25.) When Mr. Refuerzo had to call out sick in January 2020, Southwest incorrectly assessed 2.5 disciplinary points against Mr. Refuerzo for reporting his illness less than two hours prior to the scheduled check-in, even though Mr. Refuerzo had reported his illness exactly 2 hours before the scheduled check-in. (Id. ¶ 27.) Southwest terminated Mr. Refuerzo in February 2020 because he had reached the 12-point termination threshold. (Id. ¶¶ 27-28.) Plaintiff Cashin, who began working for Southwest as a flight attendant in 2015, applied for intermittent FMLA leave in May 2018. (Id. ¶ 31.) Ms. Cashin could not return from her intermittent leave until completing her FMLA intake pursuant to Southwest’s policies. (Id. ¶ 32.) However, Ms. Cashin could not complete her FMLA intake until Southwest granted her access to Southwest’s portal. (Id.) Southwest failed to provide Ms. Cashin access to the portal until less than two hours before her next scheduled flight, when Ms. Cashin had already checked in pursuant points for her absence on the flight she had checked into instead of characterizing her absence as FMLA leave. (Id.) As a result, Southwest terminated Ms. Cashin in June 2018. (Id. ¶ 33.) Ms. Cashin grieved her termination through the Transport Workers Union Local 556 and was reinstated as a flight attendant in July 2018. (Id. ¶ 33.) After Ms. Cashin’s reinstatement, she took time off from work due to a broken palm. (Id. ¶ 34.) Southwest double-counted Ms. Cashin’s time off as both paid medical and FMLA leave. (Id. ¶ 34.) In April 2022, Southwest approved Ms. Cashin’s request for intermittent leave of two three-day absences per month. (Id. ¶ 35.) But in May 2022, Southwest informed Ms. Cashin her disciplinary point total was 11. (Id. ¶ 36.) Though a quarterly reduction of 2 points through one of Southwest’s record-improvement mechanisms would have lowered Ms. Cashin’s disciplinary point total, any use of her approved intermittent FMLA leave would make her ineligible for a quarterly reduction. (Id.) II. Relevant Procedural History Plaintiffs seek to assert three causes of action against Southwest on a class basis: (1) interference in violation of FMLA, (2) wrongful termination, and (3) unfair competition.2 Plaintiffs move to certify the following nationwide classes and California subclasses:

The “(b)(2) Nationwide Injunctive Relief Class” All Southwest flight attendants based in the United States since March 1, 2019 to present who exercised their rights to family and medical leave and consequently lost access to disciplinary points reduction. The “(b)(2) California Subclass” All Southwest flight attendants based in California since March 1, 2019 to present who exercised their rights to family and medical leave and consequently lost access to disciplinary points reduction.

The “(b)(3) Nationwide Damages Class” All Southwest flight attendants based in the United States since March 1, 2019 to present who exercised their rights to family and medical leave and consequently lost access to a disciplinary points reduction and were subsequently terminated for an accumulation of disciplinary points. The “(b)(3) California Subclass” All Southwest flight attendants based in California since March 1, 2019 to present who exercised their rights to family and medical leave and consequently lost access to a disciplinary points reduction and were subsequently terminated for an accumulation of disciplinary points.

(Dkt. No. 97 at 5.) Plaintiffs also seek appointment of Plaintiff Cashin as the class representative for the (b)(2) Nationwide Injunctive Relief Class and (b)(2) California Subclass, Plaintiff Refuerzo as the class representative of the (b)(3) Nationwide Damages Class and (b)(3) California Subclass, and appointment of Andrus Anderson LLP and Erlich Law Firm, P.C. as class counsel. a. Objections The parties lodge various objections to the opposing side’s evidence. (Dkt. Nos. 100 at 30; 103, 104.) To the extent the Court considers the objected-to evidence, the objections are addressed in context. DISCUSSION I. Railway Labor Act Preemption Southwest rehashes the argument Plaintiffs’ claims are preempted by the Railway Labor Act on the grounds interpretation of the collective bargaining agreement between Southwest and the flight attendants’ union is required to adjudicate Plaintiffs’ claims. As the Court has already determined, Plaintiffs claims arise from the right to take family and medical leave without penalty, which is created by the FMLA and CFRA. . . . Plaintiff[s’] claims refer to the Record Improvement policy laid out in the CBA, but they are rooted in a right to take leave that does not come from the CBA.

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Refuerzo v. Southwest Airlines Co., (N.D. Cal. 2024).

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