1.5.2
Americans With Disabilities Act
(Reasonable Accommodation Claim)
42 USC §§ 12101-12117
In this case the Plaintiff claims that the Defendant discriminated against
the Plaintiff by [refusing to hire the Plaintiff] [terminating the Plaintiff's
employment] [failing to promote the Plaintiff] because the Plaintiff had a
"disability" within the meaning of a federal law known as the Americans
with Disabilities Act (the ADA). The Defendant denies that it
discriminated against the Plaintiff in any way and asserts that [describe
the Defendant’s theory of defense]. Under the ADA, it is unlawful for an
employer to [refuse to employ] [discharge or lay off] [fail to promote] or
otherwise discriminate against an employee because of that employee's
disability if the employee is qualified to do the job with a reasonable
accommodation by the employer of the employee's disability. In order to
prevail on this claim the Plaintiff must prove each of the following facts
by a preponderance of the evidence:
First: That the Plaintiff had a "disability," as hereafter defined;
Second: That the Plaintiff was a "qualified individual," as hereafter
defined;
Third: That the Plaintiff was [refused employment] [discharged from
employment] [not promoted] by the Defendant; and
Fourth: That the Plaintiff's disability was a substantial or motivating
factor that prompted the Defendant to take that action. [In the verdict
form that I will explain in a moment, you will be asked to answer a series
of questions concerning each of these factual issues.] Definition of
“Disability” The first fact that the Plaintiff must prove by a
preponderance of the evidence is that [he] [she] had a “disability.” An
individual with a "disability" is a person who has a physical or mental
impairment that substantially limits one or more major life activities [or a
person who is "regarded" as having such an impairment] [or a person
who has a record of having such an impairment]. A "major life activity" is
an activity that an average person can perform with little or no difficulty.
Examples are caring for oneself, performing manual tasks, walking,
talking, seeing, hearing, breathing, learning, and working. An
impairment substantially limits one or more major life activities if an
individual is unable to perform an activity, or is significantly limited in the
ability to perform an activity, compared to an average person in the
general population. Three factors you should consider in determining
whether the Plaintiff’s alleged impairment substantially limits a major life
activity are (1) its nature and severity; (2) how long it will last or is
expected to last; and (3) its permanent or long term impact, or expected
impact. Temporary injuries and impairments of limited duration are not
considered to be disabilities under the ADA. [Plaintiff has alleged that
[his] [her] impairment substantially limited Plaintiff’s ability to work.
Working is a major life activity; however, an inability to perform a single,
particular job does not constitute a substantial limitation in the major life
activity of working. Indeed, an individual is substantially limited in the
major life activity of working only if [he] [she] is significantly restricted in
the ability to perform either a class of jobs or a broad range of jobs in
various classes as compared to the average person having comparable
training, skills, and abilities. In deciding whether the Plaintiff’s
impairment substantially limited [his] [her] ability to work, you should
consider the three factors already mentioned relating to the severity,
duration and lasting effect of the impairment. In addition, you may also
consider: (1) the geographical area to which the individual has
reasonable access; (2) the number and types of jobs, if any, utilizing
similar training, knowledge, skill or abilities, within that geographical
area, from which the individual is also disqualified because of the
impairment; and (3) the number and types of jobs, if any, not utilizing
similar training, knowledge, skills or abilities, within that geographical
area from which the individual is also disqualified because of the
impairment. Definition of “Qualified” The second fact that the Plaintiff
must prove by a preponderance of the evidence is that [he] [she] was
qualified for the job in question at the time of the challenged
employment decision notwithstanding [his] [her] disability. The ADA
does not require an employer to hire or retain or promote an individual
who cannot perform the job. In order to prove that [he] [she] was
qualified, the Plaintiff must establish: (1) that the Plaintiff possessed the
requisite skill, experience, education and other job-related requirements
of the job in question; and (2) that the Plaintiff was capable of
performing all of the essential functions of the job in question, despite
any disability, with or without reasonable accommodation by Plaintiff’s
employer. To the extent that the Plaintiff contends that a particular
function is not essential to the job, the Plaintiff also bears the burden of
proving that this function is not, in fact essential.
(a) Definition of “Essential Functions” The essential functions of a
position are the fundamental job duties of that position. The term
“essential functions” does not include the marginal functions of the
position. A job duty or function may be considered essential because,
among other things, one of the reasons the job exists is to perform that
function; or because there are a limited number of employees available
among whom the performance of that job function can be distributed; or
because the function is highly specialized and the incumbent in the
position was hired for his or her expertise or ability to perform that
particular function. Evidence of whether a particular function is essential
includes, but is not limited to, the employer’s own judgment as to which
functions are essential; the existence of written job descriptions
prepared before advertising or interviewing applicants for the job; the
amount of time spent on the job performing the function; the
consequences of not requiring the incumbent to perform the function;
the terms of a collective bargaining agreement, if applicable; the work
experience of past incumbents in the job; and/or the current work
experience of incumbents in similar jobs. [Further, in addition to the
particular requirements of a specific job, an employer may have general
requirements for an employee in any position. For example, the
employer may expect employees to refrain from abusive or threatening
conduct toward co-workers or the public, or may require a regular and
reliable level of attendance by the employee.]
(b) Definition of “Reasonable Accommodation” Even if the Plaintiff was
not able to perform all of the essential functions of the job due to
limitations arising from a disability, the Plaintiff may still prove that [he]
[she] was “qualified” for the job if the Plaintiff has proved (1) that the
Plaintiff could have performed all of the essential functions of the
position with a “reasonable accommodation;” and (2) that the Plaintiff
identified and requested this accommodation from the employer. A
“reasonable accommodation” is a change that can reasonably be made
without undue hardship to the employer in the employer’s ordinary work
rules, facilities, or terms and conditions of employment. In order to prove
that [he] [she] would have been qualified for the job if the Plaintiff had
received a reasonable accommodation, the Plaintiff must prove each of
the following facts:
First: That the Plaintiff informed the Defendant of the substantial
limitations arising out of the Plaintiff’s disability;
Second: That the Plaintiff identified and requested an accommodation;
Third: That the requested accommodation was reasonable, was
available and would have allowed the Plaintiff to perform the essential
functions of the job; and
Fourth: That the Defendant unreasonably refused to provide that
accommodation. So, the first fact that the Plaintiff must prove is that [he]
[she] informed the Defendant of the substantial limitations that arose out
of [his] [her] disability. An employer is not required to assume that an
employee with an impairment suffers from a particular limitation, but
may assume instead that the individual can perform [his] [her] job
unless otherwise notified by the employee. The second fact that the
Plaintiff must prove is that the Plaintiff identified and requested an
accommodation; and the third fact that the Plaintiff must prove is that
the requested accommodation was reasonable, was available and
would have allowed the Plaintiff to perform the essential functions of the
job. [The Plaintiff contends that the Defendant should have reasonably
accommodated the Plaintiff by reassigning the Plaintiff to another
position. Reassignment may constitute a reasonable accommodation
under certain circumstances, but an employer is not required to create
or re-establish a job where one would otherwise not exist. Moreover, an
employer is not required to promote an employee with a disability as an
accommodation; and, to show that lateral reassignment to another job
would have been a reasonable accommodation, the Plaintiff must prove
that the job was vacant or available and that [he] [she] was qualified for
the vacant job to which [he] [she] requested reassignment.] [The Plaintiff
contends that the Defendant should have reasonably accommodated
the Plaintiff by requiring another employee to perform those duties of
the Plaintiff’s job that [he] [she] could not perform because of the
Plaintiff’s disability. Reallocation of marginal job duties can sometimes
constitute a reasonable accommodation; however, an employer does
not have to transfer any of the Plaintiff’s essential job duties to another
employee to perform. Essential job duties are those duties that the
person holding the job would have to perform in order to be considered
qualified for the position. Thus, if you conclude that the Plaintiff, in
effect, is arguing that another employee should have been required to
perform an essential function or functions of the Plaintiff’s job, then the
accommodation that the Plaintiff sought was not a reasonable
accommodation. If, however, the Plaintiff only sought the reallocation of
marginal job duties to another employee, and if you further find that it
would have been reasonable for the employer to require another
employee to perform these marginal duties without imposing an
excessive burden on the employer or that employee, then you may
conclude that the specified accommodation was a reasonable one.]
[The Plaintiff contends that the Defendant should have reasonably
accommodated the Plaintiff by modifying the Plaintiff’s work schedule.
You must decide first whether the Plaintiff would have been able to
perform the essential functions of the job with a modified work schedule.
Essential job duties are those duties that the person holding the job
would have to perform in order to be considered qualified for the
position. Second, you must determine whether it would have been
reasonable to require the Defendant, under all of the circumstances, to
modify the Plaintiff’s work schedule; and, in that regard, I caution you
that an employer’s duty to reasonably accommodate a disabled
employee does not require the employer to excessively burden other
employees.] [Also, while an employer may be required to modify work
schedules to accommodate a disabled employee, it is not required to
wait an indefinite period of time for the employee to be able to perform
the essential functions of the job.]
[The fact that an employer may have offered certain accommodations to
the Plaintiff, in the past, as a temporary experiment or as an act of
compassion toward the employee does not mean that the same
accommodations must be forever extended to the Plaintiff as a matter of
law, or that those accommodations are necessarily reasonable under
the ADA. Otherwise, an employer would be reluctant to offer benefits or
concessions to disabled employees for fear that, by once providing the
benefit or concession, the employer would forever be required to
provide that accommodation. Thus, the fact that an accommodation that
the Plaintiff argues for has been provided by the Defendant in the past
to the Plaintiff, or to another disabled employee, does not necessarily
mean that the particular accommodation is a reasonable one. Instead,
you must determine its reasonableness under all the evidence in the
case.]
[Also, you should be mindful that while the employer is required to
provide reasonable accommodations that would allow the Plaintiff to
perform the essential functions of the job, the employer does not have
to provide the particular accommodation that the Plaintiff prefers or
requests. There may be more than one reasonable accommodation,
and if the Plaintiff refused to accept an accommodation that was offered
by the Defendant that would have allowed the Plaintiff to perform the
essential functions of the job, then the Plaintiff has failed in carrying [his]
[her] burden of demonstrating that the Defendant refused to offer the
Plaintiff a reasonable accommodation.] Definition of “Substantial or
Motivating Factor” Finally, the Plaintiff must prove that the Plaintiff’s
disability was a substantial or motivating factor that prompted the
Defendant to take the challenged employment action. It is not necessary
for the Plaintiff to prove that disability was the sole or exclusive reason
for the Defendant's decision. It is sufficient if the Plaintiff proves that the
alleged disability was a determining factor that made a difference in the
employer’s decision. You should be mindful, however, that the law
applicable to this case requires only that an employer not discriminate
against an employee because of the employee's disability. So far as you
are concerned in this case, an employer may [discharge] [refuse to hire]
[fail to promote] or otherwise adversely affect an employee for any other
reason, good or bad, fair or unfair, and you must not second guess that
decision or permit any sympathy for the employee to lead you to
substitute your own judgment for that of the Defendant even though you
personally may not approve of the action taken and would have acted
differently under the circumstances. If you find in favor of the Plaintiff
and against the Defendant you must then consider the issue of the
Plaintiff’s damages. In considering the issue of the Plaintiff's damages,
you are instructed that you should assess the amount you find to be
justified by a preponderance of the evidence as full, just and reasonable
compensation for all of the Plaintiff's damages, no more and no less.
Compensatory damages are not allowed as a punishment and must not
be imposed or increased to penalize the Defendant. Damages must not
be based on speculation or guesswork because it is only actual
damages that are recoverable. On the other hand, compensatory
damages are not restricted to actual loss of time or money; they cover
both the mental and physical aspects of injury - - tangible and
intangible. Thus, no evidence of the value of such intangible things as
emotional pain and mental anguish has been or need be introduced. In
that respect it is not value you are trying to determine, but an amount
that will fairly compensate the Plaintiff for those claims of damage.
There is no exact standard to be applied; any such award should be fair
and just in the light of the evidence. You should consider the following
elements of damage, to the extent you find them proved by a
preponderance of the evidence, and no others:
(a) Net lost wages and benefits to the date of trial;
(b) Emotional pain and mental anguish.
[(c) Punitive damages, if any (as explained in the Court’s instructions)]
[You are instructed that any person who claims damages as a result of
an alleged wrongful act on the part of another has a duty under the law
to "mitigate" those damages - - that is, to take advantage of any
reasonable opportunity that may have existed under the circumstances
to reduce or minimize the loss or damage. So, if you should find from a
preponderance of the evidence that the Plaintiff failed to seek out or
take advantage of a business or employment opportunity that was
reasonably available under all the circumstances shown by the
evidence, then you should reduce the amount of the Plaintiff's damages
by the amount that could have been reasonably realized if the Plaintiff
had taken advantage of such opportunity.]
[The Plaintiff also claims that the acts of the Defendant were done with
malice or reckless indifference to the Plaintiff's federally protected rights
so as to entitle the Plaintiff to an award of punitive damages in addition
to compensatory damages. In some cases punitive damages may be
awarded for the purpose of punishing the Defendant for its wrongful
conduct and to deter others from engaging in similar wrongful conduct.
However, an employer may not be held liable for punitive damages
because of discriminatory acts on the part of its managerial employees
where those acts by such employees are contrary to the employer’s
own good faith efforts to comply with the law by implementing policies
and programs designed to prevent such unlawful discrimination in the
workplace. So, an award of punitive damages would be appropriate only
if you find for the Plaintiff and then further find from a preponderance of
the evidence (1) that a higher management official of the Defendant
personally acted with malice or reckless indifference to the Plaintiff’s
federally protected rights, and (2) that the employer itself had not acted
in a good faith attempt to comply with the law by adopting policies and
procedures designed to prohibit such discrimination in the workplace. If
you find that punitive damages should be assessed against the
Defendant, you may consider the financial resources of the Defendant
in fixing the amount of such damages [and you may assess punitive
damages against one or more of the Defendants, and not others, or
against more than one Defendant in different amounts].]
1.5.2
Americans With Disabilities Act
(Reasonable Accommodation Claim)
42 USC §§ 12101 - 12117
SPECIAL INTERROGATORIES TO THE JURY
Do you find from a preponderance of the evidence:
1. That the Plaintiff had a “disability,” as defined in the Court’s
Instructions?
Answer Yes or No
2. That the Plaintiff was a “qualified individual,” as defined in the Court’s
Instructions?
Answer Yes or No
3. That the Plaintiff was [refused employment] [discharged from
employment] [not promoted] by the Defendant?
Answer Yes or No
4. That the Plaintiff’s disability was a substantial or motivating factor that
prompted the Defendant to take that action?
Answer Yes or No
[Note: If you answered No to any of the preceding questions you need
not answer the remaining questions.]
5. That the Plaintiff should be awarded damages to compensate for a
net loss of wages and benefits to the date of trial?
Answer Yes or No
If your answer is Yes, in what amount? $
6. That the Plaintiff should be awarded damages to compensate for
emotional pain and mental anguish?
Answer Yes or No
If your answer is Yes, in what amount? $
7(a). That a higher management official of the Defendant acted with
malice or reckless indifference to the Plaintiff’s federally protected
rights?
Answer Yes or No
(b) If your answer is Yes, that the Defendant itself had not acted in a
good faith attempt to comply with the law by adopting policies and
procedures designed to prohibit such discrimination in the workplace?
Answer Yes or No
(c) If your answer is Yes, what amount of punitive damages, if any,
should be assessed against the Defendant? $ .
SO SAY WE ALL.
Foreperson
DATED:
ANNOTATIONS AND COMMENTS
The definitions of the various terms given in this instruction were derived
primarily from 29 CFR § 1630.2. See the Annotations and Comments following
Federal Claims Instruction 1.5.1, supra.