Peninsula Regional Medical Center v. Adkins ( 2016 )

Peninsula Regional Medical Center v. Tracey L. Adkins, No. 68, September Term, 2015,
Opinion by Adkins, J.
EMPLOYMENT LAW — MARYLAND FAIR EMPLOYMENT PRACTICES ACT
— FAILURE TO ACCOMMODATE — REASSIGNMENT OR TRANSFER —
DISABILITY DISCRIMINATION: The definition of “qualified individual with a
disability” in § 14.03.02.02(B) of the Code of Maryland Regulations includes employees
who could perform the essential functions of a reassignment position, with or without a
reasonable accommodation, even if they cannot perform the essential functions of their
current position. Summary judgment on former hospital employee’s failure to
accommodate claim was thus inappropriate because genuine dispute of material fact
existed with respect to whether former employee was qualified to perform the essential
functions of reassignment position. Summary judgment was also inappropriate on former
employee’s intentional disability discrimination claim.
Circuit Court for Wicomico County
Case No.: 22-C-13-000191
Argued: March 8, 2016
IN THE COURT OF APPEALS
OF MARYLAND
No. 68
September Term, 2015
PENINSULA REGIONAL MEDICAL CENTER
v.
TRACEY L. ADKINS
Barbera, C.J.
*Battaglia
Greene
Adkins
McDonald
Watts
Harrell, Glenn T., Jr. (Retired,
Specially Assigned),
JJ.
Opinion by Adkins, J.
Filed: May 26, 2016
* Battaglia, J., now retired, participated in the
hearing and conference of this case while an
active member of this Court; after being recalled
pursuant to the Constitution, Article IV, Section
3A, she also participated in the decision and
adoption of this opinion.
Since its enactment in 1965, the Maryland Fair Employment Practices Act
(“FEPA”), Maryland Code (1984, 2014 Repl. Vol.), State Government Article (“SG”)
§ 20-601 et seq., has been an important statutory protection of employee civil rights. FEPA
prohibits discrimination in employment on the basis of an “individual’s race, color,
religion, sex, age, national origin, marital status, sexual orientation, gender identity, genetic
information, or disability.” SG § 20-606. In this case, we address FEPA’s grant of
protection to disabled individuals. Specifically, we primarily consider an employer’s duty
to reasonably accommodate a qualified individual with a disability.
FACTS AND LEGAL PROCEEDINGS
Tracey L. Adkins1 (“Adkins”) began her career at Peninsula Regional Medical
Center (“PRMC”), a hospital located in Salisbury, Maryland, around March 2005. She was
first employed as a storekeeper in the Materials Management Department, which is, in part,
responsible for inventorying and stocking medical supplies and equipment. In this role,
Adkins delivered supplies to various floors of the hospital, organized supplies in the supply
room, and checked expiration dates of materials. Six months later, she was transferred to
Inventory Control, more commonly known as the “Cath Lab,” as an inventory control
assistant. This position was also in the Materials Management Department. Adkins held
this position until September 2010, when the position was “cut.” She then transferred back
1
The Respondent is no relation to the author of this opinion.
to the storekeeper position, which she held until her termination on February 25, 2012—
the event generating the underlying lawsuit.2
In April 2011, Adkins went to PRMC’s emergency room after experiencing pain in
her groin area and took a few days off from work. When Adkins returned to work, she
continued to experience pain but managed to complete her tasks. Adkins was ultimately
diagnosed with a tear in the joint of her left hip as well as a deformation in her hip socket.
She was scheduled to have surgery in August 2011 and notified her supervisors. She also
filled out paperwork to obtain leave under the Family and Medical Leave Act (“FMLA”).3
The FMLA paperwork indicated that her leave would begin on August 25, 2011 and that
she would return to work on or about October 6, 2011. In a letter dated August 11, 2011,
PRMC approved Adkins’s FMLA leave request. In this letter PRMC explained that her
12-week leave under the FMLA would expire on November 17, 2011 and that so long as
she returned by that date, she would be returned to her job or an equivalent one. PRMC
also advised Adkins in this letter that she would have to obtain a work evaluation from the
Employee Health Office before resuming work. Adkins continued working full-time until
she underwent surgery in August 2011. In the months leading up to her surgery, Adkins
2
The storekeeper position was renamed Supply Chain Operations Assistant in 2011,
but the duties remained essentially the same.
3
The Family and Medical Leave Act (“FMLA”) is a federal law guaranteeing
eligible employees 12 weeks of unpaid leave each year. 29 U.S.C. § 2612 (2012).
Although the FMLA creates a private right of action against employers who “interfere with,
restrain, or deny” the exercise of rights provided in the statute, Id. §§ 2615, 2617, Adkins
does not allege that Peninsula Regional Medical Center (“PRMC”) violated the FMLA.
2
began applying for other positions at PRMC, including Patient Services Rep – Medical
Group.4
Following the surgery, Adkins’s pain intensified and her doctors advised her that
the time for recovery could range from six months to a year. On October 3, 2011, while
still out on FMLA leave, Adkins met with James Bunk (“Bunk”), a supervisor who was
the supply chain operations manager of the Materials Management Department. She
informed him that she was meeting her surgeon on October 10 for a follow-up appointment
and that she hoped to learn, at that time, when she could return to work. After the October
10 appointment, Adkins received a letter from her physician advising her that she would
be unable to return to work until November 7, 2011. Adkins then delivered this
documentation to Bunk and PRMC’s Employee Health Office.
On November 7, 2011, Adkins returned to work as scheduled and met with a nurse
in the Employee Health Office. She told the nurse that she was still in pain and would be
unable to fulfill her job responsibilities on that day. She explained that she experienced
increased pain when bending, lifting, and squatting, and that she would not be able to stand
for long periods of time. An “Employee Charting Note” for this date states that “[a]ll
parties” agreed that Adkins could not return to work. It also reflects that Adkins had “been
educated on FMLA and to start looking at job postings,” and that Adkins reported having
applied for the “core tech position.”
4
Adkins also applied for Aide – Physical Therapy, CNA Trainee, Coder Abstractor
II, Coordinator – Emergency Admitting, Parking Attendant, Registrar – Outpatient,
Representative – Billing/Collection – Medical Group, Representative – Patient Account,
and Service Desk IT-Technician before her surgery.
3
Adkins returned to her doctor on November 10 and received a medical report
indicating she could return to work under “light duty.” That same day, she brought the
form to PRMC’s Employee Health Office. The form stated that she was restricted to
“[s]edentary [w]ork: [l]ifting 10 pounds maximum and occasionally lifting and/or carrying
small articles and occasional walking or standing.” The Employee Health Office told
Adkins “that her unit can not [sic] accommodate her restrictions.” After her surgery and
before her termination, Adkins applied for several different positions, including Patient
Services Rep – Medical Group and Core Technician.5 She also emailed Scott Phillips,
director of the Materials Management Department, and Laura McIntyre, Operations Room
Materials Manager, asking to be considered for an inventory control coordinator position,
writing:
I was informed that there is now an open position for Inventory
Control [Coordinator] in the Cath Lab. With my prior position
in the Cath Lab as the [inventory control] assistant I was
wondering if I would be considered for the position. I am still
released under Doctors orders under sedentary work but [from]
prior knowledge of the job I know that the job is mostly
sedentary and I do have the experience and know how for the
position[.]
She was not hired for any of these positions.
On or around November 17—the day Adkins’s 12-week FMLA leave was set to
expire—PRMC granted her an additional 14 weeks of leave until February 2012. PRMC
encouraged her to apply to open positions, but did not identify any specific positions.
5
Adkins also applied to the following positions: Clerk – Postal, Monitor Technician,
Operating Room Core Technician, CNA – Trainee, Coder Abstractor I, and Representative
– Billing/Collection – Medical Group.
4
During this time, Adkins learned that her storekeeper position had been filled. On January
12, 2012, Adkins went back to her doctor for an appointment and received another medical
report form, which maintained the “light duty” work restrictions.6 Adkins testified in her
deposition that she also gave this note to PRMC.
On February 25, 2012, at the end of the 14-week extended leave, Adkins was
terminated. Adkins applied to four more positions after her termination, but was not hired
for any of these positions.
In February 2013, Adkins filed a three-count complaint against PRMC in the Circuit
Court for Wicomico County under FEPA, alleging intentional disability discrimination
based on actual disability, intentional disability discrimination based on being regarded as
having a disability, and failure to accommodate. PRMC thereafter filed a motion for
summary judgment.7 In May 2014, the Circuit Court issued an order and opinion granting
summary judgment in favor of PRMC. Adkins appealed the Circuit Court’s ruling as to
disability discrimination based on actual disability and failure to accommodate, but did not
6
The form was dated January 12, 2011, but all parties agree that the actual year was
2012. Additionally, the doctor checked both the box stating that Adkins “may return to
pre-injury job without restriction” and the box indicating the same sedentary work
restriction checked off on the November 10, 2011 medical report form. Adkins understood
this note to mean that she was still limited to sedentary work.
7
PRMC filed its first motion for summary judgment in January 2014, but Adkins
filed an amended complaint several days later. In light of Adkins’s amended complaint,
PRMC filed an amended motion for summary judgment in March 2014, which is the
subject of this appeal.
5
challenge the trial court’s decision on disability discrimination based on being regarded as
having a disability.
The Court of Special Appeals, however, reversed the Circuit Court’s grant of
summary judgment on Adkins’s disability discrimination based on actual disability claim
and her reasonable accommodation claim. The intermediate appellate court ruled that the
evidence contained in the record reflected genuine disputes of material fact as to these
claims. PRMC appealed and we granted its Petition for Writ of Certiorari. PRMC
presented two questions for review,8 which we simplify into the following questions:
(1) Does the definition of “qualified individual with a
disability” include employees who could perform the essential
functions of a reassignment position, with or without a
reasonable accommodation, even if they cannot perform the
essential functions of their current position?
(2) Did the Court of Special Appeals err in reversing the
Circuit Court’s grant of summary judgment in favor of PRMC?
8
In its Petition for Writ of Certiorari, PRMC presented the following questions:
(1) Is an employee required under Maryland’s Fair
Employment Practices Act to show that she is a “qualified
individual with a disability,” namely that she can perform the
essential functions of a relevant job with or without a
reasonable accommodation, before an employer has a duty to
provide a reasonable accommodation?
(2) May a plaintiff prevail on a disability discrimination or
failure to accommodate claim where that employee failed to
engage in the interactive process with the employer?
6
Because we answer yes as to question one and no as to question two, we shall affirm the
judgment of the Court of Special Appeals and remand for further proceedings. Additional
facts shall be included as necessitated by our discussion of the issues.
STANDARD OF REVIEW
A circuit court may grant a motion for summary judgment if there is no dispute as
to any material fact and the moving party is entitled to judgment as a matter of law.
Maryland Rule 2-501(f). “The court is to consider the record in the light most favorable to
the non-moving party and consider any reasonable inferences that may be drawn from the
undisputed facts against the moving party.” Mathews v. Cassidy Turley Md., Inc., 435 Md.
584, 598 (2013). When a circuit court’s grant of summary judgment hinges on a question
of law, not a dispute of fact, we review whether the circuit court was legally correct without
according deference to that court’s legal conclusions. Id.DISCUSSION
There are relatively few appellate decisions interpreting Maryland’s FEPA. On the
other hand, the federal courts have provided “substantial guidance” on the interpretation
and application of federal disability legislation. Barbara T. Lindemann et al., Employment
Discrimination Law 13-7 (5th ed. 2012). Because FEPA is modeled after federal law, see
Haas v. Lockheed Martin Corp., 396 Md. 469, 503–04 (2007) (Battaglia, J., dissenting), a
brief overview of federal disability law is necessary.
The intermediate appellate court’s outline of federal law is instructive and merits
quoting at length. The court wrote:
7
Title VII of the Civil Rights Act of 1964 established a broad
prohibition of workplace discrimination on the grounds of race,
color, religion, sex, and national origin. Pub. L. No. 88–352,
78 Stat. 253 (1964) (codified as amended at 42 U.S.C. §§
2000e et seq.). Although Title VII did not encompass
disability within its scope, Congress thereafter extended Title
VII’s ban of discriminatory workplace practices to include
disability with its enactment of the Rehabilitation Act of 1973.
Pub. L. No. 93–112, 87 Stat. 355 (1973) (codified as amended
at 29 U.S.C. § 790 et seq.). This Act protects federal executive
branch employees, see 29 U.S.C. § 791, and employees of
federal contractors and subcontractors with contracts
exceeding $10,000, see 29 U.S.C. § 793. It also prohibits
discrimination in programs or activities that receive federal
financial assistance or are conducted by an executive federal
agency or the U.S. Postal Service. See 29 U.S.C. § 794.
Adkins v. Peninsula Reg’l Med. Ctr., 224 Md. App. 115, 130–31 (2015).
The Rehabilitation Act of 1973, Pub. L. No. 93–112, 87 Stat. 355 (1973) (codified
as amended at 29 U.S.C. § 701 et seq. (2012)), was the first federal law to afford protections
in the workplace to disabled individuals. Congress enacted the Rehabilitation Act to
“promote and expand employment opportunities in the public and private sectors for
handicapped individuals and to place such individuals in employment.” Rehabilitation Act,
§ 2(8). The Rehabilitation Act, however, covered only private sector entities that possessed
a certain nexus with the federal government, such as federal contractors. Id. §§ 503, 504.
In 1990, Congress passed the Americans with Disabilities Act (“ADA”), which
significantly expanded the applicability of workplace protections to more employers than
were covered by the Rehabilitation Act. Pub. L. No. 101-336, 104 Stat. 327 (codified as
amended at § 42 U.S.C. § 12112(a) et seq.). Under the ADA, employers that employ 15
or more individuals over a 20-week period are covered entities. 42 U.S.C. § 12111(2).
8
Around the time Congress passed the Rehabilitation Act, the General Assembly
amended FEPA’s ban on discrimination to include “physically or mentally handicapped
persons.” Act of July 1, 1974, ch. 601, § 19 (a)(1), 1974 Md. Laws 2029, 2030.9 Under
FEPA, it is unlawful for a covered employer10 to “fail or refuse to hire, discharge, or
otherwise discriminate against any individual with respect to the individual’s
compensation, terms, conditions, or privileges of employment” based on his or her
“disability [that is] unrelated in nature and extent so as to reasonably preclude the
performance of the employment.” SG § 20-606(a)(1). The Maryland Commission on
Human Relations11 promulgated regulations expounding on this proscription in the Code
of Maryland Regulations (“COMAR”) by delineating various forms of unlawful
employment discrimination against “a qualified individual with a disability,” including
“[h]iring, upgrading, promotion, tenure, demotion, transfer, layoff, termination, right of
return from layoff, and rehiring.” COMAR § 14.03.02.04(A)(2).
9
In 1999, the General Assembly replaced the term “handicap” with “disability,”
without substantive change in the definition. Act of Oct. 1, 1999, ch. 60, § 20(k), 1999
Md. Laws 1003, 1007. In 1992, Congress similarly amended the Rehabilitation Act by
changing the term “handicap” to “disability” and the phrase “individuals with handicaps”
to “individuals with a disability” throughout the Act. Rehabilitation Act Amendments of
1992, Pub. L. No. 102-569, § 2(p)(29)(A), 31(B), and (32), 106 Stat. 4344 (1992).
10
The Maryland Fair Employment Practices Act (“FEPA”), Maryland Code (1984,
2014 Repl. Vol.), State Government Article (“SG”) § 20-601(d), like the ADA, defines an
employer as a person “engaged in an industry or business” and “has 15 or more employees
for each working day in each of 20 or more calendar weeks in the current or preceding
calendar year.” It is undisputed that PRMC is a covered employer under FEPA.
11
The Maryland Commission on Human Relations was renamed the Maryland
Commission on Civil Rights in 2011.
9
FEPA also prohibits an employer from failing or refusing “to make a reasonable
accommodation for the known disability of an otherwise qualified employee.” SG § 20-
606(a)(4) (emphasis added). COMAR provides:
A covered entity (1) [s]hall make a reasonable accommodation
to the known physical or mental limitations of a qualified
individual with a disability; (2) [i]s not required to provide an
accommodation, if it demonstrates that the accommodation
would impose undue hardship on the operation of its business
or program; and (3) [m]ay not deny an employment
opportunity to a qualified individual with a disability, if the
basis for the denial is the need to accommodate the individual’s
physical or mental limitations, and this accommodation, if
attempted, would be reasonable.
COMAR § 14.03.02.05(A) (emphasis added). Thus, employers are required to
accommodate only “qualified” individuals with a disability under FEPA. Cf. 42 U.S.C.
§ 12112(a) (“No covered entity shall discriminate against a qualified individual on the basis
of disability[.]”) (emphasis added). A “qualified individual with a disability” is “an
individual with a disability who: (a) [w]ith or without reasonable accommodation can
perform the essential functions of the job in question; or (b) [i]s otherwise qualified for the
benefit, term, condition, or privilege of employment at issue.” COMAR §
14.03.02.02(B)(10).
The term “qualified individual with a disability” also appears in COMAR §
14.03.02.04(B)(3). This regulation provides that it is an unlawful employment practice
for a covered entity to “[f]ail to make an individualized assessment of a qualified
individual with a disability’s ability to perform the essential functions of a job.” COMAR
§ 14.03.02.04(B)(3). Federal regulatory disability discrimination law does not use the
10
phrase “individualized assessment,” but requires an employer “initiate an informal,
interactive process with the individual with a disability in need of the accommodation”
to identify a reasonable accommodation. 29 C.F.R. § 1630.2(o)(3) (emphasis added); see
E.E.O.C. v. Ford Motor Co., 782 F.3d 753, 778 (6th Cir. 2015) (“We, along with many
other circuits, have held that the employer’s duty to participate in the interactive process
in good faith is mandatory”) (citation omitted); Fleetwood v. Harford Sys. Inc., 380 F.
Supp. 2d 688, 701 (D. Md. 2005) (“[I]f it is not immediately obvious what
accommodation would be appropriate, the ADA requires that the employer and employee
engage in an interactive process to identify a reasonable accommodation.”) (citing Bryant
v. Better Bus. Bureau of Greater Md., 923 F. Supp. 720, 737 (D. Md. 1996) and 29 C.F.R.
§ 1630.2(o)(3)). We agree with the intermediate appellate court and the parties that
COMAR § 14.03.02.04(B)(3) requires action akin to an interactive process to identify a
reasonable accommodation.
In this case, it is undisputed that Adkins was unable to perform the essential
functions of the storekeeper position. The principal issue here rather is whether the
intermediate appellate court was correct in holding that one who cannot perform the
essential functions of his or her current job can still be considered a “qualified individual
with a disability” entitled to a reasonable accommodation. Another key dispute is the
concomitant issue of whether an employer has an obligation to conduct an individualized
assessment of an employee who cannot perform the essential functions of his or her
position. Because PRMC’s appeal challenges the heart of Adkins’s failure to accommodate
11
claim under SG § 20-606(a)(4), we shall address that first, before examining her intentional
disability discrimination claim under SG § 20-606(a)(1).
Failure to Accommodate
Although the statutory duty to accommodate rests on the employer, the burden of
proving that an employer could not have reasonably accommodated a disabled employee
does not arise until the employee presents his or her prima facie case. Gaither v. Anne
Arundel Cnty., 94 Md. App. 569, 583 (1993). To establish a prima facie case for a failure
to accommodate claim, an employee must show: (1) that he or she was an individual with
a disability; (2) that the employer had notice of his or her disability; (3) that with reasonable
accommodation, he or she could perform the essential functions of the position (in other
words, that he or she was a “qualified individual with a disability”); and (4) that the
employer failed to make such accommodations. See id; Jacobs v. N.C. Admin. Office of
the Courts, 780 F.3d 562, 579 (4th Cir. 2015) (setting forth the elements an employee must
establish as part of his or her prima facie case for failure to accommodate under the
Americans with Disabilities Act). A failure to accommodate claim does not, however,
require any showing of discriminatory intent. See Lenker v. Methodist Hosp., 210 F.3d
792, 799 (7th Cir. 2000) (“[I]f the plaintiff demonstrated that the employer should have
reasonably accommodated the plaintiff’s disability and did not, the employer has
discriminated under the ADA and is liable.”); Scalera v. Electrograph Sys., Inc., 848 F.
Supp. 2d 352, 362 (E.D.N.Y. 2012) (“[T]here is no burden on Plaintiff to show that her
12
disability played any motivating role in Electrograph’s failure to provide the requested
accommodation.”).
PRMC does not contest the Circuit Court’s conclusion that Adkins’s hip injury
constitutes a disability within the meaning of FEPA. Accordingly, we begin our analysis
as to whether summary judgement was appropriate on Adkins’s failure to accommodate
claim at the second element required as part of an employee’s prima facie case.
Notice of Disability and Request for Accommodation
To receive an accommodation, an employee must “communicate[] to his employer
his disability and his desire for an accommodation for that disability.” Wilson v. Dollar
Gen. Corp., 717 F.3d 337, 346–47 (4th Cir. 2013). This requirement exists because an
employer “cannot be expected to accommodate disabilities of which it is unaware.”
Pollard v. Balt. Cnty. Bd. of Educ., 65 F. Supp. 3d 449, 456 (D. Md. 2014). The burden
on an employee to provide notice of a disability is “‘not a great one.’” Rock v. McHugh,
819 F. Supp. 2d 456, 473 (D. Md. 2011) (quoting E.E.O.C. v. Fed. Express Corp., 513 F.3d
360, 369 n.5 (4th Cir. 2008)). Indeed, adequate notice does not require the use of the phrase
“reasonable accommodation,” explicit reference to a statute, or the invocation of magic
words. See Pollard, 65 F. Supp. 3d at 456.12 Additionally, a request for an accommodation
need not be in writing. Taylor v. Phoenixville Sch. Dist., 184 F.3d 296, 313 (3d Cir. 1999).
The key consideration in determining whether an employee has satisfied the second
12
See also EEOC, Enforcement Guidance: Reasonable Accommodation and Undue
Hardship Under the Americans With Disabilities Act No. 915.002 (Oct. 17, 2002) (“To
request accommodation, an individual may use ‘plain English’ . . . .”), available at
http://www.eeoc.gov/policy/docs/accommodation.html.
13
element of his or her prima facie case is whether the employee “provides the employer with
enough information that, under the circumstances, the employer can be fairly said to know
of both the disability and desire for an accommodation.” Id. (according little weight to
“formalisms about the manner of the request”).
Here, while out on FMLA leave and after her surgery, Adkins met with her
supervisor, James Bunk, and updated him about a follow-up appointment with her doctor.
After this follow-up appointment, Adkins received a note from her surgeon stating that she
would be unable to return to work until November 7, 2011 and delivered this
documentation to Bunk and the Employee Health Office. After returning from her FMLA
leave on November 7, Adkins met with a nurse in the Employee Health Office. The nurse
quoted Adkins as saying, “I am in pain and I feel I have restrictions” and “What am I
supposed to do[?] I have to work.” Adkins also advised the nurse that she was no longer
able to perform the essential duties of her storekeeper position because of her hip injury.
The nurse documented: “Tracey reports ‘I can’t walk all day long or for long periods of
time, I can’t do repeated stuff.’ She reports increased pain with bending/lifting/squatting.
Tracey reports that her job requires her to walk in the store room and also walk around the
hospital.” Adkins’s informing Bunk and the nurse in the Employee Health Office of her
hip surgery and physical limitations following that surgery certainly establishes a triable
issue of fact as to whether PRMC had notice of Adkins’s disability.
Additionally, a reasonable jury could conclude that Adkins communicated to PRMC
a “desire for an accommodation,” Wilson, 717 F.3d at 346–47, based on her submission of
14
a medical report from her physician to the Employee Health Office.13 This report indicated
that she could return to work under “light duty,” and could perform “[s]edentary [w]ork:
[l]ifting 10 pounds maximum and occasionally lifting and/or carrying small articles and
occasional walking or standing.” The submission of this medical report, along with her
telling the Employee Health Office “[w]hat am I supposed to do[,] I have to work,” could
lead a reasonable jury to find that PRMC had notice of Adkins’s need for an
accommodation because of her hip injury. Cf. Miller v. Ill. Dep’t of Corr., 107 F.3d 483,
486–87 (7th Cir. 1997) (“Even if an employee who . . . becomes disabled while employed
just says to the employer, ‘I want to keep working for you-do you have any suggestions?’
the employer has a duty under the [ADA] to ascertain whether he has some job that the
employee might be able to fill.”) (citations omitted).
Moreover, the record contains an “Employee Charting Note” in which a nurse in the
Employee Health Office documented her receipt of the medical report and wrote that
Adkins was “made aware that her unit can not [sic] accommodate her restrictions.”
(Emphasis added.) This language gives rise to a reasonable inference that PRMC knew of
Adkins’s need for an accommodation and that it believed Adkins delivered the medical
report in an attempt to explain what accommodation she needed. Adkins asking to be
considered for the vacant inventory control coordinator position in a January 2012 email
to one of her supervisors is also evidence in the record supporting that PRMC had notice
13
Adkins brought the medical report to the Employee Health Office on the same
day she received it from her doctor. Adkins’s delivering the medical report a mere three
days after her November 7 meeting further evidences her desire to return to work despite
her physical limitations.
15
of her need for an accommodation. In this email, Adkins linked her interest in the position
with her light-duty restriction, noting that she was “still released under Doctors [sic] orders
under sedentary work.” Viewing the record in the light most favorable to Adkins, there is
a genuine dispute of material fact as to whether she provided PRMC “with enough
information that, under the circumstances, the employer can be fairly said to know of both
the disability and desire for an accommodation.” Taylor, 184 F.3d at 313. Accordingly,
we reject PRMC’s contention that summary judgment was appropriate because Adkins
never requested an accommodation.14
Qualified Individual with a Disability and the Individualized Assessment
The “qualified individual with a disability” element of an employee’s prima facie
case is the core issue in this case. The parties do not dispute that an employee, in order to
establish that an employer failed to provide a reasonable accommodation in violation of
SG § 20-606(a)(4), must show that he or she is a “qualified individual with a disability” as
part of his or her prima facie case. Nonetheless, PRMC devotes a substantial portion of its
brief arguing this well-settled area of law. This stems partly from PRMC’s erroneous
understanding of what it means to be a “qualified individual with a disability.”
COMAR § 14.03.02.02(B)(10) defines a “qualified individual with a disability” as
an individual with a disability who “[w]ith or without reasonable accommodation can
perform the essential functions of the job in question.” PRMC suggests that we read this
14
Adkins’s January 2012 email asking to be considered for the vacant inventory
control coordinator position also belies PRMC’s assertion that reassignment was “conjured
post-employment by her attorney.”
16
definition narrowly and misunderstands the term “job in question” to mean the disabled
employee’s current position. PRMC quotes the following passage from Myers v. Hose, 50
F.3d 278, 284 (4th Cir. 1995) as support for this contention: “[T]he duty of reasonable
accommodation does not encompass a responsibility to provide a disabled employee with
alternative employment when the employee is unable to meet the demands of his present
position.” PRMC proclaims that the “Court of Special Appeals ignore[d] this critical
requirement.”
The Court of Special Appeals was correct to “ignore” this statement from the Fourth
Circuit because it is a mistaken interpretation of the law. See Bratten v. SSI Servs., Inc.,
185 F.3d 625, 633 (6th Cir. 1999) (“Myers has not been well-received by other circuits”).
The U.S. Court of Appeals for the Sixth Circuit explained the flawed reasoning of the
Fourth Circuit:
The infirmity of Myers was that it relied on case law
interpreting the Rehabilitation Act before the statute was
amended in 1992. See Myers, 50 F.3d at 284 (citing Guillot v.
Garrett, 970 F.2d 1320, 1326 (4th Cir. 1992)). Prior to 1992,
the Rehabilitation Act did not include re-assignment to a
vacant position as a reasonable accommodation. See Gile v.
United Airlines, Inc., 95 F.3d 492, 497 (7th Cir. 1996). After
the ADA was enacted, Congress amended the Rehabilitation
Act to parallel the standards for employment discrimination
under the ADA. Id.; see also 29 U.S.C. § 794(d). Of course,
the ADA explicitly lists “reassignment to a vacant position” as
a possible reasonable accommodation mandated by the statute.
42 U.S.C. § 12111(9)(B).
Thus, pre–1992 Rehabilitation Act decisions such as
Guillot holding that re-assignment is not a reasonable
accommodation are no longer good law in light of 29 U.S.C.
§ 794(d), and Myers was wrong to suggest otherwise. See
Gile, 95 F.3d at 498.
17
Id. Nearly every federal circuit court has silently or explicitly rejected Myers and
concluded that the definition of “qualified individual with a disability” includes employees
who could perform the essential functions of a reassignment position, with or without a
reasonable accommodation, even if they cannot perform the essential functions of their
current position. See Smith v. Midland Brake, Inc., 180 F.3d 1154, 1161–62 (10th Cir.
1999) (en banc) (collecting cases); see also Cravens v. Blue Cross & Blue Shield of Kansas
City, 214 F.3d 1011, 1018–19 (8th Cir. 2000) (noting that “Myers has been sharply
criticized”). Notably, even the Fourth Circuit has disavowed Myers. See Williams v.
Channel Master Satellite Sys., Inc., 101 F.3d 346, 350 n.4 (4th Cir. 1996) (rejecting district
court’s suggestion that reassignment to vacant position can never be reasonable
accommodation and noting that such a conclusion would be “contrary to congressional
direction”); see also Bratten, 185 F.3d at 634 (“Additionally, we note the Fourth Circuit
itself has since acknowledged its mistake, and professed that the rule set forth in Myers,
upon which the district court relied, was ‘contrary to congressional direction.’”) (citation
omitted).
PRMC concedes that the ADA and FEPA definitions of “qualified individual with
a disability” are “substantially similar.” Caire v. Conifer Value Based Care, LLC, 982 F.
Supp. 2d 582, 599 (D. Md. 2013) (“As to Maryland law claims alleging violations of State
Government Article § 20–601 et seq., this Court has recognized that the definitions of
‘qualified individual with a disability’ under the ADA and the Code of Maryland
Regulations § 14.03.02.02(B)(10) are ‘nearly identical.’”) (citations omitted); compare
18
42 U.S.C. § 12111(8) (“The term ‘qualified individual’ means an individual who, with or
without reasonable accommodation, can perform the essential functions of the employment
position that such individual holds or desires.”), with COMAR § 14.03.02.02(B)(10)
(defining a “qualified individual with a disability” as an individual with a disability who
“[w]ith or without reasonable accommodation can perform the essential functions of the
job in question”). Like the ADA, Maryland law explicitly lists reassignment to a vacant
position as a reasonable accommodation. COMAR § 14.03.02.05(B)(5) (“[r]eassigning or
transferring an employee to a vacant position”). Although we cannot use case law
construing federal statutes as a “surrogate for analysis” of the meaning of Maryland law,
we can look to federal decisions interpreting ADA provisions for guidance in construing
similar clauses in FEPA. Haas, 396 Md. at 492; Meade v. Shangri-La P’ship, 424 Md.
476, 489 (2012); see Ridgely v. Montgomery Cnty., 164 Md. App. 214, 232 (2005) (using
decisions interpreting the ADA to interpret provisions of Montgomery County’s
discrimination law). We do so now as we examine PRMC’s arguments in light of the
numerous federal decisions rejecting Myers.
PRMC criticizes the intermediate appellate court’s decision in this case for
permitting Adkins to use reassignment as “a means to establish [that] she is a qualified
individual with a disability” and relies on Gaither, 94 Md. App. at 584, as saying that a
plaintiff’s “contention that he could have been reassigned to another position was nothing
more than an effort to confuse the employer’s duty to accommodate with the employee’s
burden of proving that he could perform the essential duties of the job.” Gaither, however,
was a 1993 case decided before COMAR was amended in 2001 to expressly allow
19
reassignment and transfer to a vacant position. 28 Md. Reg. 25, 2192, 2192–93 (Dec. 24,
2001). Moreover, the court in Gaither, like the Fourth Circuit in Myers, cited a pre-1992
Rehabilitation Act decision for this proposition. Gaither, 94 Md. App. at 584 (citing
Jasany v. U.S. Postal Serv., 755 F.2d 1244, 1251 (6th Cir. 1985)).
The “qualified individual with a disability” language also appears in COMAR
14.03.02.04(B)(3). Hence, PRMC’s misperception of this term colors its reading of an
employer’s obligation to conduct an individualized assessment to identify a reasonable
accommodation under COMAR § 14.03.02.04(B)(3). PRMC argues that an employer must
conduct an individualized assessment only of employees who can perform the essential
functions of their currently held position. We reject this overly bridled view of an
individualized assessment because it fails to recognize that the very purpose of the
individualized assessment is to identify an effective reasonable accommodation. See
Barnett v. U.S. Air, Inc., 228 F.3d 1105, 1116 (9th Cir. 2000) (en banc), overruled on other
grounds, 535 U.S. 391 (2002) (“The interactive process is the key mechanism for
facilitating the integration of disabled employees into the workplace. . . .Without the
interactive process, many employees will be unable to identify effective reasonable
accommodations.”); Sansone v. Donahoe, 98 F. Supp. 3d 946, 954 (N.D. Ill. 2015)
(“[T]he entire purpose of the interactive process is for the employer to determine an
appropriate accommodation[.]”). As the Court of Special Appeals aptly noted, COMAR
§ 14.03.02.04(B)(3) makes it an unlawful employment practice for a covered employer to
fail to conduct an individualized assessment of an employee’s ability to perform the
essential functions of “a job, not simply the job that the employee held.” Adkins, 224 Md.
20App. at 145 (emphasis in original). Requiring an individualized assessment of only those
employees who can perform the essential functions of their currently held position is also
inconsistent with COMAR § 14.03.02.05(B)(5), which expressly stipulates that
reassignment or transfer to a vacant position is a reasonable accommodation.15 We
therefore reject PRMC’s argument that COMAR § 14.03.02.04(B)(3) requires an
individualized assessment of only those employees who can perform the essential functions
of their currently held position.
Adkins maintains that PRMC did not conduct an individualized assessment. In her
deposition, Adkins testified that PRMC advised that she should apply for vacant positions,
but did not help her in identifying any specific position.16 Additionally, Adkins attested in
her affidavit that she recalled speaking to a PRMC recruiter about the Core Tech position,
but did “not recall [the recruiter] bringing up any other jobs” that she could do. PRMC
argues that Adkins failed to assist it in conducting an individualized assessment and “is
15
At oral argument, PRMC contradicted itself. It acknowledged that an employee
does not have to establish that he or she is a qualified individual with a disability to kick
off the interactive process. Notwithstanding this concession, PRMC proclaimed that the
individualized assessment should not be triggered until the employee has established,
“legally,” that he or she is a qualified individual with a disability, which one “may not
always know until after the fact.” We refuse to adopt this circular reasoning because it
contravenes the plain language of COMAR.
16
PRMC counters that Adkins could access all vacant positions on its website.
PRMC’s encouraging Adkins to apply for other positions via its website, however, does
not satisfy its responsibility to conduct an individualized assessment to formulate an
effective accommodation. See Hendricks-Robinson v. Excel Corp., 154 F.3d 685, 694–95
(7th Cir. 1998) (finding employer’s policy of posting job openings and insisting that
disabled employees independently learn of and apply for new positions insufficient to
satisfy the employer’s duty under the ADA to investigate the possibility of transferring
disabled employees).
21
solely responsible for the breakdown in communication.” Adkins spoke with a PRMC
recruiter about her application for the OR Core Tech position in November 2011, but
PRMC highlights that Adkins did not return the recruiter’s second call to discuss what
positions she might be able to perform. PRMC also points out that Adkins, after sending
an email to Scott Phillips, director of the Materials Management Department, asking
whether she could be considered for an inventory control coordinator position, failed to
respond to his reply email querying when she would “have a full release without
restrictions.” Review of the exact terms of that correspondence reveals the fallacy in
PRMC’s argument:
Adkins: Hi Scott, I was informed that there is now an open
position for Inventory Control [Coordinator] in the Cath Lab.
With my prior position in the Cath Lab as the [inventory
control] assistant I was wondering if I would be considered for
the position. I am still released under Doctors orders under
sedentary work but [from] prior knowledge of the job I know
that the job is mostly sedentary and I do have the experience
and know how for the position[.]
Phillips: Hi Tracey, I spoke to Mitzi [Sara Scott, former
director of human resources at PRMC] about your interest in
the [Inventory Control Coordinator] position and we would
need to have a full release from your doctor before you would
be able to apply for a position. Do you have an idea as to
when you will have a full release without restrictions?
(Emphasis added.)
Adkins testified in her deposition that she did not respond to Phillips’s email
inquiring about when she would have a “full release without restrictions” because she did
not know the answer. Based on Phillips’s email, a jury could reasonably find that PRMC
required Adkins to be fully healed before it would consider her for the Inventory Control
22
Coordinator position, a mandate fully at odds with the requirements of Maryland law to
perform an individualized assessment to determine whether she could perform the
essential functions of the position with or without reasonable accommodation. COMAR
§ 14.03.02.04(B)(3). Indeed, in his deposition, Phillips claimed that Adkins would not be
able to satisfy the physical requirements of lifting and walking for the inventory control
position, but disclosed that he did not consider whether the position could be modified to
accommodate her. Likewise, Bunk testified that there were no sedentary positions in the
Central Stores Department and, therefore, he did not consider whether Adkins could be
accommodated. Accordingly, the Court of Special Appeals appropriately recognized that
it was “unclear” whether any of Adkins’s supervisors made an assessment of her
capabilities, and that this was a jury issue.
As PRMC asserts in its brief, the hospital “never concluded that Ms. Adkins was
disabled.” When asked at his deposition whether he ever considered that Adkins had a
disability which required an accommodation, Bunk replied that he “never considered she
had a disability.” Similarly, Phillips testified that because Adkins’s surgery “was a
personal choice” instead of a work-related injury, “[he] didn’t take into consideration any
legal requirements to consider her with a disability.” Yet Adkins undisputedly
communicated her physical limitations to PRMC, along with her physician’s instructions,
and PRMC does not now contest that she was, indeed, disabled. Based on these
circumstances, a jury could conclude that PRMC never conducted an individualized
assessment. See Cravens, 214 F.3d at 1021 (when an employer fails to participate in the
interactive process, it may be found to be evidence of bad faith and render an award of
23
summary judgment to the employer inappropriate); Taylor, 184 F.3d at 318 (“[W]here
there is a genuine dispute about whether the employer acted in good faith, summary
judgment will typically be precluded.”); Hendricks–Robinson v. Excel Corp., 154 F.3d 685,
695–96 (7th Cir. 1998) (refusing to grant summary judgment to an employer because it
may not have participated in good faith in finding accommodation).
Identification of a Reasonable Accommodation
An employer’s failure to engage in the interactive process to formulate an effective
accommodation is not a per se violation of the ADA. Sparrow v. D.C. Office of Human
Rights, 74 A.3d 698, 705 (D.C. Cir. 2013); Cravens, 214 F.3d at 1021; Taylor, 184 F.3d at317–18. An employer’s failure to participate in good faith in the interactive process is not
actionable unless the employee can demonstrate that he or she could have been reasonably
accommodated. Jacobs, 780 F.3d at 581 (“[A]n employer will not be liable for failure to
engage in the interactive process if the employee ultimately fails to demonstrate the
existence of a reasonable accommodation that would allow her to perform the essential
functions of the position.”) (citing Wilson, 717 F.3d at 347); see McBride v. BIC Consumer
Prods. Mfg. Co., 583 F.3d 92, 100 (2d Cir. 2009) (“[E]ach of our sister Circuits to have
considered the issue has concluded that failure to engage in an interactive process does not
form the basis of an ADA claim in the absence of evidence that accommodation was
possible.”); see also Donahue v. Consol. Rail Corp., 224 F.3d 226, 233–34 (3d Cir. 2000)
(Alito, J.) (“[I]n a failure-to-transfer case [under the Rehabilitation Act], if, after a full
opportunity for discovery, the summary judgment record is insufficient to establish the
existence of an appropriate position into which the plaintiff could have been transferred,
24
summary judgment must be granted in favor of the defendant-even if it also appears that
the defendant failed to engage in good faith in the interactive process.”).17
So we look to see whether there is evidence that Adkins could have been
reasonably accommodated. Adkins identifies reassignment to a vacant position under
COMAR § 14.03.02.05(B)(5) as a possible reasonable accommodation. She states that she
identified and in fact applied for three vacant positions for which she could perform the
essential functions of the position with or without a reasonable accommodation: (1) Core
Technician; (2) Inventory Control Coordinator; and (3) Patient Service Rep – Medical
Group. In determining whether Adkins could have been reasonably accommodated, we
must first determine the essential functions of the position sought, and then whether Adkins
could perform the essential functions with or without a reasonable accommodation.
Essential Functions
Generally, the determination of whether a given function is essential is a factual
question for the jury and thus not suitable for resolution by summary judgment. See Hall
v. U.S. Postal Serv., 857 F.2d 1073, 1078–79 (6th Cir. 1988); see also Skerski v. Time
Warner Cable Co., 257 F.3d 273, 283 (3d Cir. 2001) (remanding for trial after summary
judgment for employer because motions court incorrectly decided that reasonable jurors
could only find that working at heights is an essential element of the cable television
17
As one treatise put it: “An employer will not be held independently liable under
the ADA for failing to engage in an interactive process to determine reasonable
accommodations. Rather, liability stems from the refusal to grant a reasonable
accommodation occasioned by the refusal to engage in the process.” Peter A. Susser &
Peter J. Petesch, Disability Discrimination and the Workplace 1063 (2d ed. 2011) (footnote
omitted).
25
installer technician position); Brickers v. Cleveland Bd. of Educ., 145 F.3d 846, 849 (6th
Cir. 1998) (recognizing general rule but treating as legal question because Ohio statute set
out qualifications for position that were not met by applicant).
In Hall, the U.S. Court of Appeals for the Sixth Circuit fleshed out the factual nature
of the inquiry while reversing a summary judgment for the defendants:
While legitimate physical qualifications may be essential to the
performance of certain jobs, both that determination and the
determination of whether accommodation is possible are fact-
specific issues. The court is obligated to scrutinize the
evidence before determining whether the defendant’s
justifications reflect a well-informed judgment grounded in a
careful and open-minded weighing of the risks and
alternatives, or whether they are simply conclusory statements
that are being used to justify reflexive reactions grounded in
ignorance or capitulation to public prejudice.
857 F.2d at 1078–79 (quoting Arline v. Sch. Bd. of Nassau Cnty., 772 F.2d 759, 764–65
(11th Cir. 1985) (citations omitted and emphasis added), aff’d, 480 U.S. 273 (1987)).
In making their determinations courts have, to a degree, deferred to the employers’
job description:
“[C]onsideration shall be given to the employer’s judgment as
to what functions of a job are essential, and if an employer has
prepared a written description before advertising or
interviewing applicants for the job, this description shall be
considered evidence of the essential functions of the job.” 42
U.S.C. § 12111(8). But this deference is not absolute:
The inquiry into whether a particular function is
essential initially focuses on whether the
employer actually requires employees in the
position to perform the functions that the
employer asserts are essential. . . .
26
Interpretive Guidance on Title I of the Americans With
Disabilities Act, 29 C.F.R. pt. 1630, app. § 1630.2(n)
(emphasis added). Fact-finders must determine whether a
function is “essential” on a case-by-case basis. Id.
E.E.O.C. v. LHC Grp., Inc., 773 F.3d 688, 697–98 (5th Cir. 2014).
This does not mean that the issue of essential function will always be for the
factfinder. Ruling that a route assistant to a driver salesman selling and delivering cases
of beer was a position for which heavy lifting was an essential function, a federal court
considered the following factors from an EEOC regulation:
(1) whether the reason the position exists is to perform that
function; (2) whether there are a limited number of employees
available among whom the performance of that job function
can be distributed; and/or (3) whether the function is highly
specialized so that the incumbent in the position is hired for his
or her expertise or ability to perform the particular function.
McCollough v. Atlanta Beverage Co., 929 F. Supp. 1489, 1499–1500 (N.D. Ga. 1996)
(citing 29 C.F.R. § 1630.2(n)). See also White v. York Int’l Corp., 45 F.3d 357, 362 (10th
Cir. 1995) (“As to possible accommodations which would have enabled him to perform
the essential lifting and standing functions of the Machine Operator II and Unit Assembler
positions, White offered no evidence. Instead, he simply continued to assert the bald
conclusion that with ‘reasonable accommodation’ he could have performed the ‘essential
functions’ of the jobs at issue.”); Haysman v. Food Lion, Inc., 893 F. Supp. 1092, 1102
(S.D. Ga. 1995) (“The undisputed evidence shows that the assistant manager often
performs heavy lifting, that he is one of a limited number of employees available amongst
whom this function can be distributed, and that if the assistant manager cannot perform this
27
function when required then the store cannot function properly. . . . [T]he 70 pound lifting
requirement is an essential function of the assistant manager position.”).
The variety of jobs and individual disabilities have made development of a clear
rule delineating the fact versus law spectrum in this context somewhat elusive.18 So, as
indicated previously, we will judge each position individually to determine whether there
is a dispute of material fact, as in any summary judgment appeal.19 In this case, the analysis
differs with respect to each of the three positions sought by Adkins.
Inventory Control Coordinator
We start with the Inventory Control Coordinator position and address whether
reassignment to this position would be a reasonable accommodation. The parties disagree
over how to define the essential functions of this position and whether Adkins could
perform these essential functions with or without a reasonable accommodation.
PRMC’s written job description for the Inventory Control Coordinator position
provides:
Responsible for maintaining control of the inventory asset
account in the Cardiac Cathorization and Electrophysiology
labs. This includes overseeing the daily ordering, receiving,
and issuing functions. It also includes completing all
adjustments, physical inventories, cycle counts, and par level
distributions. Must work closely with finance to maintain
18
See Pullman-Standard v. Swint, 456 U.S. 273, 288 (1982) (“The Court has
previously noted the vexing nature of the distinction between questions of fact and
questions of law . . . [W]e [do not] yet know of any . . . rule or principle that will unerringly
distinguish a factual finding from a legal conclusion.”).
19
Adkins had the opportunity to conduct full discovery, including inquiry in relation
to the three positions to which she applied, and to defend the motion for summary judgment
with access to such discovery material.
28
integrity between physical and perpetual inventory. Assists
where necessary in the ordering of inventory items.
Recommends and supports goals and objective[s] that are
consistent with the mission statement of Peninsula Regional
Medical Center. Delivers exceptional quality and service to all
patients and other customers . . . .
The job description further provides that 1/3 of the time is spent sitting and less than 1/3 of
the time is spent lifting.
Adkins expressed interest in the inventory control coordinator position when she
emailed Phillips and McIntyre in January 2012. She stated:
I was informed that there is now an open position for Inventory
Control [Coordinator] in the Cath Lab. With my prior position
in the Cath Lab as the [inventory control] assistant I was
wondering if I would be considered for the position. I am still
released under Doctors orders under sedentary work but [from]
prior knowledge of the job I know that the job is mostly
sedentary and I do have the experience and know how for the
position[.]
Adkins testified to her familiarity with the position in her deposition, but noted that the
physical requirements were “a lot less than when I was up there.” Nonetheless, she felt she
would be able to do the actual job with an accommodation. In her affidavit, Adkins also
explained her familiarity with working in Inventory Control from her experience as an
assistant in the “Cath Lab” from about 2005 through 2010:
[I] am familiar with the work. I heard about the Inventory
Control Coordinator position and on January 17, 2012 sent an
email to Scott Phillips, Director of Materials Management and
Laura McIntyre, OR Materials Manager (Ex. 19, 22) to be
considered for the position. I know I could have performed
the work because, having worked there for four years,
there is very little heavy lifting. The primary heavy item
which needed to be handled by the Inventory Control
Coordinator on a regular basis were boxes with Intra
29
Venous (IV) fluid bags, weighing more than 20lbs, which
had to be received and stored. I could have easily handled
these boxes by opening the boxes and taking out the IV bags
individually. Each of the bags weighed less than 5 lbs.
There was generally about one hour of walking during the
course of a day to the Cath and EP labs to take inventory every
day and put the supplies out where they belonged. The supplies
that were received were usually brought up by someone else
from Central Stores. The position was mentally demanding
because of the need to track inventory and computer input
required for the position.
(Emphasis added.)
PRMC, however, maintains that the position is physically demanding. PRMC
points to deposition testimony from Sherry Pruitt, a former inventory control coordinator.
She testified that the position was physically demanding, that she was on her feet often,
and that she did a lot of walking. Sarah Scott, former director of human resources at
PRMC, testified in her deposition that Adkins could not fulfill the inventory control
coordinator position because of the lifting and walking and that she recollected that the
position is physical: “It’s not sedentary. It’s not sitting at a desk.” In an affidavit, Scott
stated that the position “cannot be performed with the sedentary restrictions that Ms.
Adkins had in place” and that “[n]o accommodation could be made permitting Ms. Adkins
to perform [the position].” Similarly, Scott Phillips testified in his deposition that Adkins
would not be able to satisfy the physical requirements of the position.
Notwithstanding this plethora of evidence from hospital employees about the
physical demands of this position, this case is much harder to decide than the beer delivery
assistant and grocery store manager cases where physical strength is the sine qua non of
the job. As the Court of Special Appeals aptly explained:
30
We have explained that the employee “need not be able to
perform all the duties of the job at issue—rather, he must only
be able to perform the essential duties of the job.” There is no
doubt that the inventory control coordinator position entails
some physical tasks, but neither the job description nor the
deposition testimony conclusively establish that the walking
and lifting requirements are “essential” to the functionality of
the position, such that judgment should be entered as a matter
of law instead of submitted to a jury to fulfill its fact-finding
endeavor. The job description provides that 1/3 of the time is
spent standing and walking, and less than 1/3 of the time is
spent lifting—that the position involves standing/lifting does
not necessarily mean, on this record, that those duties are
essential.
Adkins, 224 Md. App. at 157 (citation omitted) (emphasis in original).
Although Phillips stated that the position required one to “walk down to the Central
Stores warehouse to pick up their order [of supplies],” Adkins contradicted that in her
affidavit—saying that the “supplies that were received were brought up by someone else
from Central Stores”—a quintessential dispute of material fact.20 Also, in her affidavit,
Adkins stated that the position involved “very little heavy lifting” and that the “primary
heavy item which needed to be handled by the Inventory Control Coordinator on a regular
20
The Court of Special Appeals said: “[W]e know of no reason why an employer
should be required to transfer job responsibilities to another employee to satisfy its
obligation to reassign under Maryland law.” Adkins v. Peninsula Reg’l Med. Ctr., 224 Md.
App. 115, 153 (2015). In the context of the paragraph in which this statement appears, it
seems clear that the Court was referring to transferring “essential functions of a job.” To
clarify, an employer might be required to assign some non-essential job responsibilities to
another employee to satisfy its obligation to reassign under Maryland law. Cf. Bratten,
185 F.3d at 632 (noting that employers may be required to reassign non-essential tasks in
order to accommodate an employee’s disability).
31
basis were boxes with Intra Venous (IV) fluid bags, weighing more than 20 lbs.”21 Adkins
explained that she could have been accommodated with this part of the lifting had she been
allowed to open the boxes and take out the IV bags individually because each of the bags
weighed less than five pounds.
Citing Alexander v. Northland Inn, 321 F.3d 723, 727 (8th Cir. 2003), PRMC argues
that Adkins’s subjective belief that she could have fulfilled the essential functions of the
job is not dispositive, and found the intermediate appellate court’s giving credence to
Adkins’s belief “baffling and erroneous.” We are not so baffled. The intermediate
appellate court correctly pointed out that Adkins had first-hand knowledge of the position
from working in Inventory Control for over four years and that the work experience of past
employees in the position is a consideration in determining whether a job function is
essential. Adkins, 224 Md. App. at 157 (citing 29 C.F.R. § 1630.2(n) (“Evidence of
whether a particular function is essential includes . . . [t]he work experience of past
incumbents in the job”)).
PRMC would have us ignore Adkins’s testimony on this point because her previous
position in Inventory Control was that of inventory control assistant, not inventory control
coordinator. PRMC’s job summary, education requirements, and physical activity
requirements for both positions, however, are identical. Furthermore, in the “Job
Description/Performance Evaluation” from when Adkins was an inventory control
assistant, the job title is listed as “Inventory Control Coordinator” with the word
21
This is consistent with PRMC’s job description for inventory control coordinator,
which provides that under 1/3 of the time is spent lifting between 25 and 50 pounds.
32
“coordinator” crossed out and “Asst.” written in its place. We, therefore, reject PRMC’s
intimation that Adkins was unfamiliar with the duties of inventory control coordinator
because she did not work in that actual position.22
Finally, PRMC points out that it is undisputed that Adkins simply sent an email
asking to be considered for the inventory control coordinator position and never formally
applied for the job.23 We agree with the Court of Special Appeals that for a failure-to-
accommodate claim, where the employee provided adequate notice that he or she has a
disability and needs an accommodation, a formal application to a specific position is not
necessary.24 Adkins, 224 Md. App. at 158; see Gile v. United Airlines, Inc., 213 F.3d 365,
22
PRMC further states that Adkins’s suggestion that she could break down boxes
of IV supplies “does not translate to the many other supply boxes that do not contain
smaller, lighter items within.” (Emphasis added.) The summary judgment record does
not, however, reflect that there are “many” other heavy supply boxes that do not contain
smaller items within. On remand, PRMC can certainly present evidence countering
Adkins’s averment that “[t]he primary heavy item which needed to be handled by the
Inventory Control Coordinator on a regular basis were boxes with Intra Venous (IV) fluid
bags.”
23
At oral argument, PRMC speculated that Adkins ascertained there would be a
vacancy based on her friendship with a recently terminated inventory control coordinator.
While faulting Adkins for failing to formally apply for the position, PRMC stated that she
“merely” sent an “email before the [inventory control coordinator] position was even
posted on the job vacancies website where the hospital posts all its vacancies” and that
Adkins “took it upon herself to send an email to the director of the materials management
department.” If anything, Adkins’s taking the initiative to send this email is evidence that
she communicated a desire for an accommodation. See supra.
24
As the intermediate appellate court said, “federal courts have even reached the
broader conclusion that the obligation to reassign in the context of a failure to
accommodate claim is not even limited to reassigning the employee to an actual vacant
position.” Adkins, 224 Md. App. at 158 (citing Cravens v. Blue Cross & Blue Shield of
Kansas City, 214 F.3d 1011, 1019 n.5 (8th Cir. 2000) (stating that “vacant position”
33
374 (7th Cir. 2000) (employer could not refuse to reassign an employee to a day shift just
because she did not fulfill the “technical requirement” of casting a bid for a day shift while
she was on medical leave).25
For these reasons, we hold that there were material disputes of fact as to the essential
job functions of an Inventory Control Coordinator, and without a determination of those,
summary judgment should not have been entered in favor of PRMC. Therefore, we will
affirm the judgment of the Court of Special Appeals.
Adkins does not fare so well with respect to the other two positions she sought, as
discussed below.
Core Technician
Although heavy lifting was at issue in the inventory control coordinator position, it
becomes prominent in the core technician job. PRMC’s written job description for the core
includes those positions that the employer reasonably anticipates becoming vacant
shortly)); see also Dark v. Curry Cnty., 451 F.3d 1078, 1089–90 (9th Cir. 2006) (adopting
Tenth Circuit precedent that “an employer must consider not only those
contemporaneously available positions but also those that will become available within a
reasonable period.”)
25
PRMC highlights that COMAR § 14.03.02.05(B)(5) stipulates that reassignment
is a reasonable accommodation provided it “is available under the employer’s existing
policies or practices.” PRMC points to its transfer policy and leave policies. Its transfer
policy states that the “Medical Center will seek to fill every position with the best-qualified
candidate,” but that “[i]nternal candidates may be given priority consideration if they
possess the qualifications, experience necessary and requisite skills and competencies
required for the position.” PRMC’s personal leave policy provides that “[e]mployees are
not guaranteed reinstatement from personal leave,” but that “the Medical Center will
attempt to reinstate employees into their former or an alternate position for which they are
qualified.” In light of the material dispute of whether Adkins could perform the essential
functions of the inventory control coordinator position, we fail to see how considering
Adkins for reassignment violates these policies.
34
technician position provides that 2/3 of the time lifting is spent lifting items up to 24 pounds
and that 1/3 of the time is spent lifting items up to 50 pounds. Adkins, nonetheless,
questions whether lifting is actually an essential function of the position. A current PRMC
core technician testified in her deposition that the job requires extensive lifting and that she
handles five to ten, 30 to 50-pound items by herself on average daily. Laura McIntyre,
Operations Room Materials Manager and supervisor of the core technicians, also testified
that the position required regular lifting, including lifting of items weighing 25 to 30
pounds. Additionally, the written description quantifies the time spent standing and
sitting—2/3 standing, 2/3 walking, and under 1/3 of the time sitting—fractions that do not
favor Adkins.26
Unlike the inventory control coordinator job, Adkins has no prior experience with
the core technician position that would permit her to factually dispute the heavy lifting,
standing, and walking required. Nor did she offer as witnesses any prior occupant,
supervisor, or expert who could offer material testimony relating to the specifics of this
job. Cf. Deane v. Pocono Med. Ctr., 142 F.3d 138, 147–48 (3d Cir. 1998) (reversing
summary judgment where plaintiff offered vocational expert who, basing his opinion in
part on a Department of Labor publication, opined that “patient care, not heavy lifting of
patients, is the essential function of registered nursing”). Without relevant evidence
disputing PRMC’s written job description or its witnesses regarding the weight of items
26
These fractions in the written job description presumably add up to more than
100% because they constitute the maximum potential percentage of time spent in those
physical activities.
35
lifted or frequency of lifting, carrying or walking, Adkins failed to meet her burden to
create a material dispute of fact on the issue of whether extensive lifting of heavy items is
an essential function of the core technician position. See Laurin v. Providence Hosp., 150
F.3d 52, 59 (1st Cir. 1998) (“[S]ince an ADA plaintiff ultimately must shoulder the burden
of establishing that she was able to perform all essential functions of her position, at
summary judgment [the plaintiff] bore the burden of adducing competent evidence from
which a rational factfinder could have found in her favor.”).
We reach a different conclusion about this job than the inventory control coordinator
position because in the latter Adkins was able to draw on her personal knowledge to dispute
the extent of walking and carrying, and weight of the items lifted, as well as offer up how
she would break down the heavy boxes into less than 5 pound IV bags. Thus, she presented
testimony challenging the employer’s written job description to which we normally defer.
See Kalekiristos v. CTF Hotel Mgmt. Corp., 958 F. Supp. 641, 660 (D.D.C. 1997), aff’d,
132 F.3d 1481 (D.C. Cir. 1997) (“[C]ourts defer ‘to the employer’s judgment as to what
functions of a job are essential’”); 42 U.S.C. § 12111(8) (“[C]onsideration shall be given
to the employer’s judgment as to what functions of a job are essential, and if an employer
has prepared a written description before advertising or interviewing applicants for the job,
this description shall be considered evidence of the essential functions of the job.”). She
offered no such testimony regarding the core technician job. Because Adkins was
restricted to “[l]ifting 10 pounds maximum and occasionally lifting and/or carrying small
articles and occasional walking or standing,” as a matter of law, she could not perform the
essential functions of the core technician position.
36
Adkins suggests that lifting was a “marginal” part of the core technician job
notwithstanding PRMC’s written job description and testimony from a current core
technician and supervisor detailing the length of time spent lifting. She notes that another
core technician obtained assistance lifting from coworkers and that this “brings into
question . . . whether the lifting was actually an essential function of the position.”
Evidence that another core technician received assistance lifting from coworkers could
only be relevant on the issue of essential function if there were also evidence that PRMC
knew about and acquiesced in this assistance. See Phelps v. Optima Health, Inc., 251 F.3d
21, 26 (1st Cir. 2001) (affirming summary judgment against plaintiff despite
understandings between nurses in unit—not with the employer medical center—that
allowed ADA plaintiff nurse to work despite disability). Adkins has directed us to no such
evidence.
Adkins nevertheless maintains that she could have performed the essential functions
of the core technician position with a reasonable accommodation and proposes that the
heavy lifting “could have been waived.” This suggestion, however, hinges on the
supposition, already rejected, that heavy lifting is not an essential function of the core
technician position. PRMC was under no obligation to “waive” this duty. COMAR §
14.03.02.02(B)(10)(a) (“‘Qualified individual with a disability’ means an individual with
a disability who [w]ith or without reasonable accommodation can perform the essential
functions of the job . . . .”) (emphasis added); see Champ v. Balt. Cnty., 884 F. Supp. 991,
999 (D. Md. 1995) (stating that an employer is not required to eliminate the essential
functions of a job), aff’d, 91 F.3d 129 (4th Cir. 1996); Mason v. Avaya Commc’ns, Inc.,
37
357 F.3d 1114, 1122–23 (10th Cir. 2004) (“We have consistently held . . . that an
employee’s request to be relieved from an essential function of her position is not, as a
matter of law, a reasonable or even plausible accommodation.”) (citations omitted);
Holbrook v. City of Alpharetta, 112 F.3d 1522, 1528 (11th Cir. 1997) (police department
with three detectives not required to eliminate essential function of crime scene
investigation for disabled detective).
In a similar vein, Adkins also suggests that she “could have obtained assistance from
other Core Technicians with the lifting” as a reasonable accommodation. An employer,
however, is not required to reallocate job responsibilities to another employee when doing
so would shift the essential functions of the position. See Benson v. Northwest Airlines,
Inc., 62 F.3d 1108, 1112–13 (8th Cir. 1995) (“An employer need not reallocate the essential
functions of a job, which a qualified individual must perform”) (emphasis omitted). See
also Borkowski v. Valley Cent. Sch. Dist., 63 F.3d 131, 140 (2d Cir. 1995) (observing that
an employer is not required to accommodate an individual with a disability by eliminating
essential job functions, and that “having someone else do part of a job may sometimes
mean eliminating the essential functions of the job”).
Adkins’s physical condition precludes her from lifting over 10 pounds, yet the core
technician position involves daily lifting of items predominantly weighing more than 10
pounds. In light of the large extent of heavy lifting required for the core technician position,
enlisting the aid of coworkers to lift such items exceeds assistance and crosses into a
shifting of responsibility. Consequently, we reject this proposed accommodation because
it would necessitate a reallocation of the essential functions of the core technician position.
38
See Milton v. Scrivner, Inc., 53 F.3d 1118, 1125 (10th Cir. 1995) (“An accommodation that
would result in other employees having to worker [sic] harder or longer hours is not
required.”).
On remand, Adkins will not be permitted to rely on the position of core technician
to establish that she could have been reasonably accommodated.
Patient Service Rep – Medical Group
The Patient Service Rep – Medical Group (“PSR”) position required a minimum of
three years of experience in secretarial work and experience with Microsoft Office was
preferred. Adkins posits that she had acquired the skills necessary for the PSR position
while working as an inventory control assistant and that her experience as an inventory
control assistant “clearly translates and fulfills the three years of secretarial experience[]
required by the PSR position.” We are not persuaded. In contrast to the three years of
secretarial work experience required for the PSR position, the inventory control assistant
position requires a bachelor’s degree or four years of medical/surgical supply or logistics
experience. PRMC’s written job description for the inventory control assistant position
states in pertinent part:
Responsible for maintaining control of the inventory asset
account in the Cardiac Cathorization and Electrophysiology
labs. This includes overseeing the daily ordering, receiving,
and issuing functions. It also includes completing all
adjustments, physical inventories, cycle counts, and par level
distributions. Must work closely with finance to maintain
integrity between physical and perpetual inventory. Assists
where necessary in the ordering of inventory items.
Adkins did not testify that she worked as a secretary or possessed the requisite skills. Her
39
argument presumes that the skills of a secretary are the same as those of the inventory
control assistant. In the absence of evidence so suggesting, or otherwise generating a
dispute of material fact, we disagree with Adkins that her experience as an inventory
control assistant or store storekeeper “clearly translates and fulfills the three years of
secretarial experience[] required by the PSR position.” Because Adkins is not qualified for
the PSR position, this is not a reasonable accommodation and Adkins will not be permitted
to rely on it on remand.
Failure to Make a Reasonable Accommodation
The last element a plaintiff must prove to make a prima facie case for a failure to
accommodate claim is that the employer failed to make a reasonable accommodation. As
with the other three elements of the prima facie case, an employee bears the burden in
proving that an employer failed to make a reasonable accommodation. Gaither, 94 Md.
App. at 583. PRMC correctly points out that an employer must only provide a
reasonable accommodation and not the accommodation of the employee’s choice. See
Rehling v. City of Chicago, 207 F.3d 1009, 1014 (7th Cir. 2000).27 PRMC relies on
COMAR § 14.03.02.05(B)(7), which specifies leave as an example of a reasonable
accommodation, and contends that it accommodated Adkins by providing 14 weeks of
additional leave after her FMLA expired. It charges that the intermediate appellate court
“literally plucked ‘reassignment’ from the non-exhaustive list of reasonable
27
It should be noted that after engaging in an individualized assessment, an
employer may decide to provide an employee’s preferred accommodation because it best
serves the needs of the individual and the employer. For example, an employee’s preferred
accommodation may be one that is least expensive to the employer or the easiest to provide.
40
accommodations listed” in COMAR and “anointed it as the preferred reasonable
accommodation.”
Although leave may, in some circumstances constitute a reasonable accommodation
for the time period that the employer offers it, providing leave as a temporary
accommodation does not permanently relieve an employer of the duty to accommodate. If
a reasonable accommodation remains necessary when the employee returns to work, the
employer must still provide a reasonable accommodation. See Garcia-Ayala v. Lederle
Parenterals, Inc., 212 F.3d 638, 650 (1st Cir. 2000) (asserting that factors to be considered
as to whether requests for leave of absence are unreasonable include “where, upon the
employee’s return to work, she would be unqualified”) (citing Tyndall v. Nat’l Educ. Ctr.,
Inc., 31 F.3d 209, 213–14 (4th Cir. 1994)); see also Kitchen v. Summers Continuous Care
Ctr., LLC, 552 F. Supp. 2d 589, 597–98 (S.D.W. Va. 2008) (granting summary judgment
to employer when employee did not offer sufficient evidence that extended medical leave
would have enabled her to perform the essential functions of her job).
After visiting her physician on January 12, 2012, before her extended leave was set
to expire in February, Adkins informed her supervisors that she was still restricted to “light
duty,” and could only perform “[s]edentary work: [l]ifting 10 pounds maximum and
occasionally lifting and/or carrying small articles and occasional walking or standing.”
Adkins’s presenting her supervisors with an updated doctor’s note reiterating her
restrictions well into the 14-week extended leave is evidence that she was unable to
perform the essential functions of the storekeeper position, even with the additional leave.
Because providing leave as a temporary accommodation does not permanently relieve an
41
employer of the duty to accommodate if a reasonable accommodation remains necessary
when the employee returns to work, Garcia-Ayala, 212 F.3d at 650, Adkins has presented
sufficient evidence to create a factual dispute as to whether the 14 weeks of additional leave
was a reasonable accommodation. We, therefore, reject PRMC’s assertion that the
intermediate appellate court “placed reassignment as the reasonable accommodation of
first resort.”
Intentional Disability Discrimination
In order to establish a prima facie case of intentional disability discrimination, an
employee must show: (1) that he or she had a disability; (2) that notwithstanding the
disability, he or she was otherwise qualified for the employment, with or without
reasonable accommodation; and (3) that he or she was excluded from employment on the
basis of his or her disability. SG § 20-606(a)(1); COMAR § 14.03.02.04(A)(2). Thus,
unlike her reasonable accommodation claim, in her disability discrimination claim, Adkins
must show PRMC’s discriminatory intent. See Pullman-Standard v. Swint, 456 U.S. 273,
288–89 (1982) (in an intentional employment discrimination action, a showing of intent to
discriminate is required). Intent to discriminate can be proven by circumstantial evidence.
See Burnell v. Gates Rubber Co., 647 F.3d 704, 708 (7th Cir. 2011) (circumstantial
evidence that discriminatory intent motivated firing “may include suspicious timing;
ambiguous statements; behavior or comments directed at others in the protected class; and
evidence that similarly situated employees outside the protected class received
systematically better treatment”).
PRMC claims that it did not terminate Adkins on the basis of her disability, but
42
rather because she exhausted 26 weeks of leave. PRMC proffers that the evidence
establishes that her supervisors never considered her disabled so she could not possibly
have been terminated because of her disability.
Our earlier discussion dispels this rather simplistic argument that ignores the
employer’s obligations under FEPA to reasonably accommodate Adkins. In its briefs,
PRMC does not dispute that Adkins was disabled, whereas Adkins has offered evidence
suggesting she was disabled. Moreover, Adkins has offered circumstantial evidence to
support her claim that she was fired because of her disability—that PRMC terminated her,
knowing she was at the time restricted to light duty, and simultaneously ignored its
responsibility to reasonably accommodate her. See Jay v. Intermet Wagner Inc., 233 F.3d
1014, 1017 (7th Cir. 2000) (“[U]nreasonable delay in providing an accommodation can
provide evidence of discrimination”); Logan v. Matveevskii, 57 F. Supp. 3d 234, 271
(S.D.N.Y. 2014); (“[C]ourts have held that an unreasonable delay itself [of an
accommodation] might be evidence of discriminatory intent”); cf. Burnell, 647 F.3d at 708.
Thus, in this context, PRMC’s conduct underlying Adkins’s failure to accommodate claim
also supports her prima facie claim for intentional disability discrimination because it could
provide circumstantial evidence of PRMC’s intent to discriminate. See Schwertfager v.
City of Boynton Beach, 42 F. Supp. 2d 1347, 1356 (S.D. Fla. 1999) (“A crucial ingredient
in all actions alleging discriminatory treatment by an employer based on conduct
proscribed by the ADA, is proof of discriminatory motive.”) (citing Int’l Bhd. of Teamsters
v. United States, 431 U.S. 324, 325 n.5 (1977)). Considering the record in the light most
favorable to Adkins, we conclude that a factfinder may infer that she was terminated
43
because of her disability. See also Pullman-Standard, 456 U.S. at 288 (“Treating issues of
intent as factual matters for the trier of fact is commonplace.”); cf. Questar Homes of
Avalon, LLC v. Pillar Constr., Inc., 388 Md. 675, 687 (2005) (“Whether there has been a
waiver of a contractual right involves a matter of intent that ordinarily turns on the factual
circumstances of each case.”).
Conclusion
On a motion for summary judgment, the moving party bears the burden of
demonstrating that no genuine disputes of material fact exist. Mathews, 435 Md. at 598.
All ambiguities are to be resolved and all reasonable inferences drawn in favor of the
nonmoving party. Id. Viewing the record in light of this standard, we conclude that there
are disputes of material fact with respect to the issues of whether: (1) Adkins was qualified
to perform the essential functions of the inventory control coordinator with or without a
reasonable accommodation, and (2) whether Adkins was terminated because of her
disability. Accordingly, we affirm the Court of Special Appeals’ judgment and remand for
further proceedings consistent with this opinion.
JUDGMENT OF THE COURT OF
SPECIAL APPEALS AFFIRMED. CASE
REMANDED TO THAT COURT WITH
INSTRUCTIONS TO REMAND THE CASE
TO THE CIRCUIT COURT FOR
PROCEEDINGS CONSISTENT WITH
THIS OPINION. COSTS TO BE PAID BY
PETITIONER.
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