Tatum v. S. Co. Serv., Inc

392 F. Supp. 3d 689
CourtDistrict Court, E.D. Texas
DecidedAugust 7, 2018
DocketCivil Action No: 9:17-CV-140
StatusPublished
Cited by2 cases

This text of 392 F. Supp. 3d 689 (Tatum v. S. Co. Serv., Inc) is published on Counsel Stack Legal Research, covering District Court, E.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tatum v. S. Co. Serv., Inc, 392 F. Supp. 3d 689 (E.D. Tex. 2018).

Opinion

Ron Clark, Senior District Judge

After Defendant Southern Company Services, Inc. terminated Plaintiff Brandon *692Tatum while he was on leave, Plaintiff brought claims for (1) interference with his leave under the Family and Medical Leave Act, 29 U.S.C. § 2601 et seq. (the "FMLA"), (2) retaliation for his FMLA leave, (3) equitable estoppel, and (4) breach of contract based on Southern Company's FMLA policy. Mr. Tatum argues that he was covered by the FMLA not because he was an "eligible employee" under the FMLA, but because Southern Company is equitably estopped from denying him FMLA coverage based on its representations and his detrimental reliance.

Southern Company filed a Motion for Summary Judgment, and Mr. Smith filed a Motion for Partial Summary Judgment. It is uncontested that Mr. Tatum is not eligible for FMLA coverage because he works at a location that has less than 50 employees and Southern Company has no other place of employment within 75 miles. Mr. Tatum fails to show a genuine issue of material fact as to his detrimental reliance on Southern Company's representations about its FMLA policy so Southern Company is not equitably estopped from denying him FMLA coverage. As to his breech of contract claim under Texas law, Mr. Tatum presents no evidence that he had an employment contract with Defendant. He points to Southern Company's FMLA policy, but, as a matter of Texas law, that policy is not a contract. Southern Company's Motion for Summary Judgment [Dkt. #19] is granted and Mr. Tatum's Motion for Partial Summary Judgment [Dkt. #20] is denied.

I. Background1

Mr. Tatum worked as an operations technician at Defendant's biomass power generation facility near Cushing, Texas (the "Nacogdoches Plant") from November 14, 2011 until his termination on February 2, 2017. The Nacogdoches Plant has never had 50 or more employees working at the site and is not located within 75 miles of another Southern Company facility. Southern Company's FMLA Policy states that it "will provide eligible employees job-protected leave for certain medical and family-related reasons" and defines "eligible employees" as those who "have worked for the Company at least a total of twelve (12) months and have worked at least 1,250 hours during the twelve (12) months prior to the start of FMLA leave." [Dkt. #16, Ex. A]. The last sentence of the FMLA Policy states: "Nothing in this policy shall give rise to any contractual rights to employment, benefits or other terms and conditions of employment." The FMLA Policy is silent on the approval process for requested FMLA leave and does not provide a place for an employee to sign the policy. [Dkt. #16, Ex. A].

Throughout his years at the Nacogdoches Plant, Southern Company counseled Mr. Tatum multiple times about displaying professional behavior towards his colleagues and management. In 2013, Mr. Tatum received a "Needs Improvement" year-end performance evaluation rating. The 2013 evaluation noted that Mr. Tatum "could benefit by knowing his audience a little better." [Dkt. #19, Ex. 5 at 6]. Then, in Mr. Tatum's 2015 year-end evaluation, Mr. Tatum's manager noted that "the 'Behaviors Expected' were not met" and that he had "discussed [Mr. Tatum's] using [sic] of profanity on multiple occasions including his Mid-Year." [Dkt. #19, Ex. 6 at 6]. The evaluation further noted that Mr. Tatum "should be aware of his audience and the language he chooses to use" and that Southern Company "expect[s] [Mr. Tatum] to show more evidence of self-motivation *693while demonstrating professional performance in his daily job activities." [Dkt. #19, Ex. 6 at 1]. Mr. Tatum received an overall year-end performance rating of "Needs Improvement" for 2015.

In November 2016, Mr. Tatum repeatedly interrupted a safety discussion led by maintenance team leader Chris Honeycutt, culminating in Mr. Honeycutt asking Mr. Tatum to stop interrupting so he could conclude the meeting. Due to Mr. Tatum's behavior and outbursts during the November 2016 safety discussion, Southern Company issued Mr. Tatum a Level 1 Discipline on December 16, 2016. Although Mr. Tatum signed the Level 1 Discipline form and agreed to "identify and resolve [the] issues that led up to this," he appeared to challenge this disciplinary action at a late 2016 employee meeting by telling a story from the Bible where Jesus stated, "[h]e that is without sin among you, let him first cast a stone."

Mr. Tatum exhibited similar behavior in 2017. On January 20, 2017, Mr. Tatum made an unprofessional, sarcastic remark about coworker Scott Dial over the plant-wide radio. Mr. Dial reported the incident to his and Mr. Tatum's supervisor, Nicole Jackson, and Southern Company subsequently asked Mr. Tatum to meet with plant manager Ron Ray, Ms. Jackson, and Operations and Maintenance Manager, Terry Jenkins. During the meeting, Mr. Ray discussed the inappropriateness of Mr. Tatum's Bible story during the late 2016 meeting and suggested that Mr. Tatum talk to his coworkers in a one-on-one environment to resolve any issues. Mr. Tatum disagreed and believed the morning meeting was an appropriate place to have that conversation because everyone needed to hear it. Mr. Ray also warned Mr. Tatum that his sarcastic radio remark was "not appropriate and not a good way to foster teamwork." Again, Mr. Tatum disagreed. Mr. Ray and Mr. Jenkins also spoke to Mr. Tatum about safety concerns he previously raised concerning the quality of pipe welds and QAQC (quality assurance and quality control). Although both informed Mr. Tatum that a Southern Company welding expert, who sat on the board for the American Society of Mechanical Engineers, had approved the manner in which the welds were tested, Mr. Tatum continued to insist that the welds were not proper, he was right, and others were wrong. The meeting ended around noon when Mr. Tatum had to leave for a previously scheduled doctor's appointment. After the meeting, Mr. Ray contacted Human Resources about the possibility of escalating Mr. Tatum's discipline from a Level 1 to a Level 3. Separately, Mr. Tatum called the Southern Company Compliance Hotline at approximately 12:30 p.m. and alleged that the management team was harassing and retaliating against him for reporting safety concerns.

After meeting with him on January 20, 2017, Mr. Tatum's doctor concluded that Mr. Tatum "need[ed] to take some time off work to reduce stress and anxiety" to get his blood pressure under control. [Dkt. #19, Ex. 14 at 2]. During the appointment, Mr. Tatum expressed that he was "under a lot of stress both at work and in his personal life ...." [Dkt. #19, Ex. 14 at 2]. Mr. Tatum also stated that "recent issues ... could terminate his employment," which made him apprehensive because "losing his job would hinder his custody battle for his daughter." [Dkt. #19, Ex. 14 at 2]. His doctor concluded that he needs to be "off work for 1 mos [sic]" and instructed Mr. Tatum "to bring FMLA paperwork to office if needed." [Dkt. #19, Ex. 14 at 2]. Mr. Tatum took these instructions to mean his doctor "instructed him to cease work immediately until his blood pressure levels reached a normal range." [Dkt. #16 at ¶ 54].

*694Shortly after his doctor's appointment, Mr.

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392 F. Supp. 3d 689, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tatum-v-s-co-serv-inc-txed-2018.