Ward v. Wal-Mart Stores, Inc.

140 F. Supp. 2d 1220, 13 Am. Disabilities Cas. (BNA) 431, 2001 U.S. Dist. LEXIS 6165, 89 Fair Empl. Prac. Cas. (BNA) 463, 2001 WL 473069
CourtDistrict Court, D. New Mexico
DecidedApril 19, 2001
DocketCIV. 99-1070 BB/WWD
StatusPublished
Cited by8 cases

This text of 140 F. Supp. 2d 1220 (Ward v. Wal-Mart Stores, Inc.) is published on Counsel Stack Legal Research, covering District Court, D. New Mexico primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ward v. Wal-Mart Stores, Inc., 140 F. Supp. 2d 1220, 13 Am. Disabilities Cas. (BNA) 431, 2001 U.S. Dist. LEXIS 6165, 89 Fair Empl. Prac. Cas. (BNA) 463, 2001 WL 473069 (D.N.M. 2001).

Opinion

OPINION AND ORDER

BLACK, District Judge.

THIS MATTER comes before the Court on Defendant’s Motion for Summary Judgment (Doc. 52), filed January 5, 2001. The Court has reviewed the parties’ submissions and the relevant authorities, and, for the reasons set forth below, finds that Defendant’s motion should be GRANTED IN PART and DENIED IN PART.

I.

BACKGROUND

Plaintiff Thomas Ward brings this action pursuant to the Americans With Disabilities Act (ADA), 42 U.S.C. § 12101 et. seq., based on his termination from Defendant Wal-Mart’s distribution center in Los Lu-nas, New Mexico. Ward alleges that he was terminated, in violation of the ADA, due to a permanent upper body disability which prevents him from lifting any object above waist level. In addition, Ward has filed retaliation claims under both the ADA and the Age Discrimination in Employment Act (ADEA), 29 U.S.C. § 621 et. seq. 1

Plaintiff Ward was employed by Wal-Mart as a Loss Prevention Officer from October 16, 1998 to May 6, 1999. The basic job function of a loss prevention officer is to prevent the theft or loss of inventory from Wal-Mart’s distribution center. Approximately one-third of a loss prevention officer’s job is devoted to “truck gate” duty, in which the officer monitors incoming and outgoing freight being brought into the distribution center through the truck gate. As part of his truck gate duties a loss prevention officer is required to check the trailers of outgoing tracks to verify their contents, if any. Inspecting the trucks necessitates lifting the rolling doors on the back of the trailers: the doors, which are spring-loaded, must be pulled up, lifted overhead, and secured.

Due to his former career as a mechanic in which he was required to lift extremely heavy weights, Ward was diagnosed with adhesive capsulitis and chronic impingement syndrome in both of his shoulders. *1222 Following extensive shoulder surgery, Ward’s surgeon issued permanent work restrictions regarding his lifting ability. Ward is permanently restricted from reaching overhead on a regular repetitive basis and is permanently restricted from lifting overhead any object greater than two pounds at any time. 2 These upper body lifting restrictions prevent Ward from raising the trailer doors on the back of the freight trucks.

Ward contends that during his September, 1998 interview for the position of loss prevention officer, he informed his interviewer 3 he was unable to lift anything above waist level. Wal-Mart denies that Ward made anyone aware of his impairment at the time of the interview. What is clear, however, is that Ward was presented with a standard form, “Wal-Mart Distribution Centers Matrix of Essential Job Functions.” Attachment A to Plaintiffs Exhibit 1. The matrix, which states that it “is intended solely to advise applicants who have disabilities of the essential functions as defined by the Americans with Disabilities Act (ADA),” is a table listing entry-level positions at Wal-Mart distribution centers and each position’s corresponding essential functions. An “X” is marked under each essential function required of the position. Two of the approximately twenty essential functions listed are “upper body mobility” and “lower body mobility.” Conspicuously, neither upper body mobility nor lower body mobility are marked as essential functions for the position of loss prevention officer. The form is signed by Ward and dated the day of his interview.

During his first five months as a loss prevention officer, Ward encountered no situation in which he was required to lift the truck door overhead. Ward began work in the fall of 1998, at which time Wal-Mart was in the process of completing the distribution center; products were first shipped from the distribution center beginning in February or March of 1999. Ward’s first occasion in which he was required to lift a trailer door occurred in March, 1999. 4 Believing the door would roll up easily, he attempted to open the door and discovered that it was spring-loaded, an effort that caused severe pain in his shoulders. Ward testifies that, on the next few occasions he was required to open *1223 the truck doors, he requested assistance from either the truck driver or a co-worker who would lift the trailer door for him. However, on April 2, 1999, Ward asked a truck driver to open the door and was refused, in spite of the fact that Ward informed the driver of his overhead lifting restriction. The incident was reported to management personnel.

On April 3, Ward provided Oscar Busta-mante, Wal-Mart’s Loss Prevention Manager for the distribution center, with a letter and medical reports documenting his physical impairment. In his letter, he suggested that Wal-Mart issue a memo stating that it was the responsibility of the truck drivers to open their own trailer doors. Mr. Bustamante issued an interoffice memo to all loss prevention officers on April 6 in which he stated, in relevant part: “Effective immediately, we will not be opening the back door of any Merit/OTR trailers. It is the responsibility of the driver to open the door for your inspection. NO EXCEPTIONS.” Defendant’s Exhibit N. On May 4, Mr. Bustamante issued a second memo rescinding this policy, which Ward maintains he did not see until May 6, the day of his termination. The second memo states:

Starting tomorrow, we will now open the trailer doors again. It was a legal issue that has been taken care of. If you can get “any” [sic] driver to open the door for you GREAT!! But any Wal-Mart or Merit trailers coming in, we need to open the trailer door for them. STANDARD POLICY THROUGHOUT WAL-MART DISTRIBUTION CENTERS.

Defendant’s Exhibit 0.

Unrelated to Mr. Ward’s physical impairment, on or about March 12, 1999, Ward filed a charge of discrimination with the Equal Employment Opportunity Commission (EEOC) under the Age Discrimination in Employment Act. The bases for Mr. Ward’s charge are not relevant to the present case, as Ward has chosen not to pursue his age discrimination claim. The filing of the charge with the EEOC is, however, the foundation for his retaliation claim under the ADEA.

On May 6, 1999, Wal-Mart terminated Ward’s employment. The reason for Ward’s termination, as acknowledged by Wal-Mart and stated on Ward’s exit interview document (Defendant’s Exhibit E), was his failure to perform an essential job function: namely, his inability to roll up the trailer doors. Ward claims that he was terminated as a result of his disability in violation of the ADA. In addition, Ward alleges that he was unjustly terminated in retaliation for filing a charge under the ADEA.

Following Mr. Ward’s termination, he filed a charge with the EEOC alleging discrimination under the ADA. Ward subsequently applied for and received an award of unemployment compensation from the New Mexico Department of Labor, which Wal-Mart appealed.

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140 F. Supp. 2d 1220, 13 Am. Disabilities Cas. (BNA) 431, 2001 U.S. Dist. LEXIS 6165, 89 Fair Empl. Prac. Cas. (BNA) 463, 2001 WL 473069, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ward-v-wal-mart-stores-inc-nmd-2001.