Terry Roberts v. Rayonier, Inc.

135 F. App'x 351
CourtCourt of Appeals for the Eleventh Circuit
DecidedJune 16, 2005
Docket04-14031
StatusUnpublished
Cited by11 cases

This text of 135 F. App'x 351 (Terry Roberts v. Rayonier, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Eleventh Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Terry Roberts v. Rayonier, Inc., 135 F. App'x 351 (11th Cir. 2005).

Opinion

PER CURIAM:

Terry Roberts, formerly labor relations counsel for Rayonier, Inc., sued Rayonier under the Americans with Disabilities Act (“ADA”), 42 U.S.C. § 12101 et seq., contending that he was discriminated against on the basis of a disability (alcoholism) and/or because he was perceived as disabled. In addition, Roberts claimed that he was fired in retaliation for requesting an accommodation for his alcoholism; and that he was fired in retaliation for opposing the assessment exam from which he requested to be excused as an accommodation. He asserts that the assessment exam was an impermissible medical test under the ADA, 42 U.S.C. § 12112(d). Roberts also challenged his termination under theories of misrepresentation and estoppel. The district court rejected the *353 estoppel and misrepresentation claims for failure to state a claim and granted summary judgment for Rayonier on all remaining counts. Roberts appeals dismissal of all of his ADA claims, as well as his estoppel and misrepresentation claims. 1 Rayonier cross-appeals the district court’s denial of attorney’s fees. For the reasons stated below, we affirm the district court’s decision in part, and vacate and remand in part.

I. FACTUAL AND PROCEDURAL BACKGROUND

Viewed in the light most favorable to Roberts, the relevant facts are as follows. Roberts began working for Rayonier in 1983. Ten years later, Roberts was promoted to “Director, Labor Relations and Counsel.” Roberts was required to have a law degree and maintain an attorney-client relationship with Rayonier. Although Roberts received “Excellent” ratings from 1993-1999, Roberts’ supervisor, Rayonier Vice President John O’Grady, counseled Roberts about alcohol use in late 1996-early 1997. In 2000, Rayonier received reports that Roberts was arriving late to work and that Roberts had alcohol on his breath while at work. His evaluation for 2000 was reduced to “Acceptable.” Roberts received a letter from O’Grady in March 2000, discussing his alcohol use and presenting him with the option of resigning or signing a “last chance agreement.” The letter documented Roberts’ problems with alcohol and the recent reports that he was sometimes late for meetings in the morning and sometimes had alcohol on his breath, which created a credibility problem in the minds of those at the meeting. The letter also mentioned an occasional report of a perceived difficulty in focusing. Finally, it communicated the fact that a continuation of such behavior could not be tolerated. Roberts signed the last chance agreement in which he agreed to seek professional counseling for his alcohol problem and “acknowledged that further instances of alcohol related misconduct would result in his termination.” Roberts did seek such professional help, and no further alcohol-related incidents occurred.

Rayonier requires its executives to take a psychological assessment upon entering the company and also for promotion purposes. Roberts did not take the assessment when he joined the Company, nor when he was subsequently promoted. In late 2000 or early 2001, O’Grady told Roberts that he had learned that Roberts had never taken the test and that Roberts would have to do so. O’Grady allegedly told Roberts, “boy, am I going to have fun with you. I’m going to have you scheduled and find out what makes you tick.”

Roberts asked O’Grady on three occasions to excuse him from the assessment on grounds that the assessment was “intrusive, not cost justified, not confidential, and not predictive of success.” O’Grady continued to insist that Roberts take the test. On May 18, 2001, Roberts gave O’Grady two letters. The first was from Roberts’ physician, Dr. Virzi. Virzi was treating Roberts for alcoholism (consistent with the last chance agreement) and for depression. After recounting the Roberts’ version of his encounters with O’Grady and Roberts’ view that “such assessments were intrusive, not accurate predictors of actual job performance, and were unwarranted given the fact that the requirement had not been made in contemplation of any *354 change in his employment status,” the letter stated:

I am familiar with many of the assessment instruments and the process itself, and I agree with some of his reservations about the process. Mr. Roberts’ concerns, however valid they may be, are less concerning to me than the employers [sic] stated motivation and the assessment itself. Even in an ideal setting there is a natural fear of this process, and to have such an assessment conducted in the context it was conveyed is incomprehensible to me. I would have serious questions about the validity of any assessment performed under these circumstances.
This “Assessment” is not advised and, in my judgment, adverse [sic] to my Physician-Patient relationship with Mr. Roberts.

The other letter was from attorney Archibald Thomas. Thomas’s letter stated that Thomas was representing Roberts, described the dispute generally, and then continued as follows:

As you probably know, the [Americans with Disabilities] Act protects against discrimination against a qualified individual with a disability, requires reasonable accommodation, and specifically prohibits retaliation or coercion against one who opposes unlawful acts, or participates in any manner in any proceeding, and prohibits coercion, intimidation, or interference because of that persons [sic] exercise of rights guaranteed by the act.
The attached letter from Dr. Virzi is self explanatory and we hope that you can accommodate this reasonable request by canceling any assessment scheduled for Mr. Roberts.

O’Grady reacted angrily to the letters and told Roberts that he felt betrayed, that Roberts was “únderhanded,” “disloyal,” had “picked the wrong fight,” and could quit if he did not want to take the assessment. On approximately May 23, 2001, O’Grady requested that the psychologist who administers the assessment for Rayonier, Dr. Crisera, speak with Dr. Virzi. Dr. Crisera did so and wrote O’Grady informing him that the assessment should be postponed. The same day, Rayonier’s outside counsel, Guy Farmer, told O’Grady that he had spoken with Roberts’ attorney, Archibald Thomas. During the conversation between Farmer and O’Grady and subsequently in a letter, Farmer stated that “[m]y conversation with Thomas also touched on the fact that Terry Roberts having employed counsel had eroded your confidence in him. Archie said that it should not do that and mentioned that he knew Terry somewhat in that he had from time to time consulted with Terry about problems with employees.” It is undisputed that Thomas and his firm (Law Offices of Archibald J. Thomas) have represented other plaintiffs in actions against Rayonier, and it appears that Thomas had at least one matter pending at the time Roberts retained Thomas.

On approximately May 24, Rayonier executives met with Roberts. At that meeting, Dan Sassi, Director of Human' Resources, allegedly told Roberts, “Thomas says that you and he have discussed Rayonier business in the past on cases he is not involved in.

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Bluebook (online)
135 F. App'x 351, Counsel Stack Legal Research, https://law.counselstack.com/opinion/terry-roberts-v-rayonier-inc-ca11-2005.