US-CA5 · jury_instructions
5th Cir. Pattern Jury Instr. (Civil) 11.7
PATTERN JURY INSTRUCTIONS
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The ADA states that “reasonable accommodation” may include:
“(A) making existing facilities used by the employees readily accessible to and usable by individuals with disabilities; and (B) job restructuring, part-time or modified work schedules, reassignment to
a vacant position, acquisition or modification of equipment or devices, appropriate adjustment or modifications of examinations,
training materials or policies, the provision of qualified readers or
interpreters, and other similar accommodations for individuals
with disabilities.” 42 U.S.C. § 12111(9). An employer is not obligated to provide an employee the accommodation he or she
requests or prefers. The requirement is for some reasonable
accommodation. A reasonable accommodation does not require an
employer to give an individual with disabilities preferential treatment in job qualifications.
For more discussion of “reasonable accommodations” under
the ADA, see Pattern Jury Instruction 11.10.
I. The Interactive Process
Before an employer must make an accommodation for an individual’s physical or mental condition, the employer must know
that such a condition exists. It is generally the individual’s
responsibility to request a reasonable accommodation. 29 C.F.R.
§ 1630 App. 1630.9. Once an individual has made such a request,
the ADA and its implementing regulations require that the parties
engage in an “interactive process” to determine what precise accommodations are necessary. See 29 C.F.R. § 1630.2(o)(3), Part
1630 App. § 1630.9. The employer and the individual must work
together in good faith to help each other determine what accommodation is necessary. Several courts have held that an employer’s
failure to engage in an interactive process, standing alone, is insuf-
ficient to expose the employer to liability under the ADA. See, e.g. ,
Spurling v. C&M Fine Pack, Inc. , 739 F.3d 1055, 1062 (7th Cir.
2014) (“And while an employer’s failure to engage in the interactive process alone is not an independent basis for liability, it is actionable ‘if it prevents identification of an appropriate accommodation for a qualified individual.’ ’’) (quoting Basden v. Prof’l Transp.,
Inc., 714 F.3d 1034, 1039 (7th Cir. 2013)). 7 Although the regulations provide that it “may be necessary” to engage in the interactive process to determine what accommodation is reasonable (or
7Fifth Circuit case law suggests agreement with this holding. See
Loulseged v. Akzo Nobel Inc. , 178 F .3d 731, 736 (5th Cir. 1999) (cited with
approval by Griffin v. United Parcel Serv., Inc. , 661 F .3d 216, 224 (5th Cir.
2011)). (“[W]hen an employer’s unwillingness to engage in a good faith
interactive process leads to a failure to reasonably accommodate an employee, the employer violates the ADA.”).
11.7EMPLOYMENT CLAIMS
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may not, for example, if the accommodation is agreed and obvious), failing to engage in the interactive process is not actionable.
Failing to do so, however, could lead to failing to accommodate the
individual’s disability, which does violate the ADA.
J. Statutory Defenses
The ADA provides the following defenses: (1) undue hardship
(42 U.S.C. § 2112(b)(5)(A)); (2) direct threat to the health or safety
of others in the workplace (42 U.S.C. § 12113(b)); (3) a qualifica-
tion standard, test requirement, or selection criterion that is job-related and consistent with business necessity (42 U.S.C.
§ 12113(a)); (4) religious entity (42 U.S.C. § 12113(d)(1)); (5) infec-tious or communicable disease (42 U.S.C. § 12113(e)(2)); and (6) illegal use of drugs (42 U.S.C. § 12114(a)). The statutory defenses
most likely to lead to instruction issues are undue hardship and
direct threat. See Pattern Jury Instruction 11.12. The burden of
proving and pleading these defenses is on the defendant.
K. Procedures and Remedies
Under 42 U.S.C. § 12117, ADA cases generally follow the
procedures and remedy schemes from Title VII cases. See 42 U.S.C.
§ 12117 (2012). An EEOC charge and right-to-sue notice typically
will be necessary preconditions to an ADA claim. See 42 U.S.C.
§ 2000e-5. Damages under the ADA generally are the same as
those available under Title VII. Potential remedies in ADA cases
include back pay, compensatory damages, punitive damages, and
attorney’s fees. See 42 U.S.C. § 1981a.
The causation standard in ADA cases may be in flux. The statute precludes discrimination “because of” the employee’s disability.
Historically, the Fifth Circuit construed this language as allowing
a “motivating-factor” test. See, e.g. , Pinkerton v. Spellings , 529
F.3d 513, 519 (5th Cir. 2008). But the United States Supreme
Court held in Gross v. FBL Financial Services, Inc ., that the term
“because of” found in the AEDA requires “but-for” causation. 557
U.S. 167, 176-77 (2009). Since Gross , it appears that circuits
considering the issue have applied “but-for” causation to ADA
claims. See, e.g. , Lewis v. Humboldt , 681 F.3d 312 (6th Cir. 2012)
(en banc); Palmquist v. Shinseki , 689 F.3d 66 (1st Cir. 2012);
Serwatka v. Rockwell Automation, Inc. , 591 F.3d 957 (7th Cir.
2010). Some courts within the Fifth Circuit have likewise rejected
the mixed-motives standard in ADA cases. See, e.g ., Johnson v.
Benton Cty. Sch. Dist. , 926 F. Supp. 2d 899 (N.D. Miss. Feb. 25,
2013) (holding “the mixed-motive option is no longer available in
ADA cases post- Gross”).
In an unpublished opinion, the Fifth Circuit stated that the
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