UNIVERSITY OF LOUISVILLE’S TWENTIETH ANNUAL CARL A. WARNS, JR. LABOR AND EMPLOYMENT LAW INSTITUTE June 12-13, 2003 Proposed Amendment to the Americans With Disabilities Act Mark S. Dichter Morgan, Lewis & Bockius LLP 1701 Market Street Philadelphia, PA 19103-2921 (215) 963-5291 Sharon A. Lisitzky Morgan, Lewis & Bockius LLP 5300 Wachovia Financial Center 200 South Biscayne Boulevard Miami, FL 33131-2339 (305) 415-3382 2003 Morgan, Lewis & Bockius LLP TABLE OF CONTENTS
THE MAJOR LIFE ACTIVITY OF WORKING . 16A. Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 APPLYING THE SUPREME COURT’S DEFINITION OF AN INDIVIDUAL WITH A DISABILITY IN THE POST-SUTTON V. UNITED AIR LINES, INC. ERA MITIGATING MEASURES Asthmatic Employee Who Intentionally Failed to Take Recommended Medication Was Not Disabled Under the ADA
Tangires v. Johns Hopkins Hospital, 79 F.Supp.2d 587 (D. Md. 2000), aff’d, 230 F.3d1354 (4th Cir. 2000)
Plaintiff Tangires, who suffered from severe asthma, alleged that she was denied
promotions and was terminated from her employment with The Johns Hopkins Hospital
because of disability discrimination. In concluding that Tangires was not disabled for
purposes of the ADA, the Court recognized that the severity of asthma, and the frequency
with which a person experiences asthmatic episodes, varies a great deal from person to
person. Based on the medical evidence presented in the case, Tangires’ asthma could
have been readily treatable with medication, but she intentionally failed to follow her
physicians’ recommendations that she take steroid medication due to her “subjective and
unsubstantiated” belief that the steroids would adversely affect another condition with
which she had been diagnosed – a pituitary adenoma. Since Tangires’ voluntarily refused
to take the medication that would have corrected her ailment, she was not substantially
limited in any major life activity. A plaintiff who does not avail herself of proper
treatment is not a “qualified individual” under the ADA. Asthmatic FBI Applicant is Not Disabled Where Her Condition Was Controlled With Medication
Boone v. Reno, 121 F.Supp.2d 109 (D.C. Cir. 2000)
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Boone, an applicant for the position of special agent for the Federal Bureau of
Investigation, was not disabled by virtue of her asthma. Although Boone had been
hospitalized as a result of severe asthmatic episodes three times in the past, her condition
was being controlled with medication. Diabetes Diabetic Employee Whose Condition Was Controlled With Insulin and Diet Was Not Disabled Under the ADA, Despite Potential For Future Substantial Limitations
Orr v. Wal-Mart Stores, Inc., 297 F.3d 720 (8th Cir. 2002)
In Orr, a diabetic pharmacist sued his former employer alleging that he was
disciplined and terminated from employment because of his disability, in violation of the
ADA. Orr, who controlled his diabetes by taking insulin injections and eating a special
diet within thirty minutes of taking his insulin, received a written warning from
management for routinely closing the pharmacy for thirty minutes over the noon hour to
eat his lunch. Despite management’s direction that the pharmacy remain open, Orr
insisted that such a policy prevented him from having an uninterrupted lunch break until
much after noon, which, he alleged, was adversely affecting the control of his diabetes.
When Orr indicated that he would resume his noon lunch breaks away from the
pharmacy, despite management’s directive to the contrary, he was terminated from
Following the Supreme Court’s direction in Sutton, the Court determined that Orr
was not disabled under the ADA. In reaching that decision, the Court recognized that it
could not consider what would occur if Orr failed to treat his diabetes or how it might
develop in the future, but rather had to examine his present condition with reference to
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mitigating measures taken. Because Orr could not identify any major life activity that
was substantially limited by his diabetes – instead focusing on the possibility that he
could, in the future, experience such a limitation if he failed to properly monitor and treat
his condition – he failed to establish that he was disabled under the ADA. Despite Insulin Treatments, Diabetic’s Episodic Loss of Consciousness and Hypoglycemic Reactions Rendered Him Disabled
Narwot v. CPC International, n/k/a Bestfoods, Inc., 277 F.3d 896 (7th Cir. 2002)
Reversing the lower court’s grant of summary judgment for the employer, the
Seventh Circuit held that Narwot, a former warehouse supervisor with Bestfoods, was
disabled for purposes of the ADA. As set forth by the Court, Narwot was a diabetic, and
was required to inject himself with insulin approximately three times a day and test his
blood sugar levels at least ten times a day. At times, Narwot experienced episodes of
hypoglycemia (low blood sugar), which adversely affected his health, personality and
The trial court determined that Narwot’s episodic hypoglycemic reactions, which
resulted from his occasional failure to administer insulin, eat snacks, and/or cease work
activity when necessary, were insufficient to transform his otherwise controlled condition
into a substantially limiting disability. The appellate court disagreed, holding that the
specific facts regarding Narwot’s condition – including the progressive exacerbation of
his illness, his episodic loss of consciousness, and his extensive nerve damage –
sufficiently demonstrated that Narwot was substantially limited in his ability to think and
care for himself, which are both major life activities. While Narwot was able to meet this
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threshold level, the Court ultimately held that he failed to establish that Bestfoods’
legitimate, nondiscriminatory reasons for his termination were pretextual. Diabetic Who Was Able to Control His Condition With Insulin and Diet Was Not Disabled Due to Consideration of Mitigating Measures
Sepulveda v. Glickman, 167 F.Supp.2d 186 (D. P.R. 2001)
In Sepulveda, an employee of the U.S. Department of Agriculture brought suit
against then-Secretary Glickman for alleged age and disability discrimination. In the suit,
Sepulveda alleged that he was disabled by virtue of his Diabetes Mellitus Type II and a
renal insufficiency. As to his diabetes, which was the primary focus of the Court’s
analysis, the only evidence presented by Sepulveda as to any “impairment” was that he
required medication, a fixed meal schedule, timely snack breaks, and the opportunity to
use the bathroom very frequently during the work day. Relying on Sutton and on circuit
court decisions evaluating the circumstances under which diabetes can be considered a
disability for ADA purposes, the district court dismissed Sepulveda’s disability claims on
summary judgment. In so doing, the Court held that in light of the availability of
corrective and mitigating measures, Sepulveda’s relatively mild impairment did not
constitute a substantial limitation to any major life activity. Side Effects from the Use of Insulin Rendered Diabetic Employee Disabled
Lawson v. CSX Transportation, Inc., 245 F.3d 916 (7th Cir. 2001)
Relying on the Sutton Court’s emphasis on the importance of individualized
inquiries into an employee’s actual limitations, the Court determined that Lawson, who
suffered significant effects from his diabetes, was substantially limited in the major life
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activity of eating. The Court recognized that diabetics whose illnesses are adequately
controlled by insulin should not be considered disabled. However, the Court cautioned
against interpreting that statement to mean that no diabetic could ever be disabled within
Unlike the Plaintiffs in Sutton, the Court determined, Lawson’s condition required
coordination of multifaceted factors and constant vigilance on a daily basis. Taking into
account Lawson’s mitigating measures, and their potential side effects, the Court noted
that the multiple insulin injections that Lawson was required to take each day
occasionally caused symptoms of hypoglycemia, creating a condition where the level of
glucose in his blood is too low. When this occurred, Lawson suffered from symptoms
including slurred speech, profuse sweating, paleness, shaking, and unsteadiness, and
could lead to dizziness, weakness, loss of concentration, and a deterioration of bodily
functions if Lawson did not eat immediately. Thus, the evidence demonstrated that the
very medication with which Lawson injects himself to treat his illness will itself bring
about debilitating symptoms that can only be ameliorated by immediately eating certain
foods. By considering these “side effects” of the mitigating measures taken by Lawson,
the Court determined that Lawson was substantially limited in the major life activity of
Fact Issues Remained as to Whether Insulin-Independent Diabetic Was Disabled
Schaefer v. State Insurance Fund, 207 F.3d 139 (2d Cir. 2000)
Schaefer, a former file clerk, was diagnosed with “insulin-independent” diabetes
shortly before commencing her employment with the with the New York State Insurance
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Fund. As an “insult-independent” diabetic, Schaefer’s condition could be treated without
insulin injections using instead dietary restrictions and oral medication that does not
contain insulin. The Second Circuit vacated the lower court’s determination that
Schaefer was disabled, and remanded for further proceedings consistent with the Sutton
decision, which had been decided after the district court judgment was rendered. While
the lower court evaluated Schaefer’s condition without reference to available treatment,
Sutton required consideration of the impact of the impairment as ameliorated by
measures such as medication. On remand, the lower court ordered a new trial. See 95-
CIV-0612 (JFK), 2000 WL 802905 (S.D.N.Y. June 21, 2000). Epilepsy Epileptic Former Employee Was Disabled Due to the Severe Limiting Effects of Her Seizure Disorder, Despite Corrective Surgery and Medication
Otting v. J.C. Penney Company, 223 F.3d 704 (8th Cir. 2000)
While acknowledging that Sutton changed the landscape of ADA litigation in
some respects, the Court held that Otting’s case was not particularly affected by the
Supreme Court’s recent pronouncement regarding mitigating measures. The Court, in
concluding that Otting’s epilepsy was an ADA-qualifying disability, noted the continuing
severity of Otting’s condition despite in-patient brain surgery and anti-epileptic
medication. Otting’s seizures, although sporadic, occurred frequently enough to prevent
her from driving a car or taking a bath by herself for fear of crashing or drowning if a
seizure occurred. When, approximately two or three times a month, a seizure occurred,
Otting became unable to see, hear, speak, walk or work for a period of 30 seconds to two
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minutes. Following a seizure, Otting remained lethargic, shaky, and had difficulty
concentrating for a period of ten minutes to thirty-six hours. Because of these serious
symptoms of her condition, and the enduring symptoms caused by her seizures, Otting
met the ADA’s definition of disabled. Epileptic Who Controlled His Condition With Dilantin and Had Not Suffered a Seizure in Over Four Years Was Not Disabled Under the ADA
Arnold v. City of Appleton, Wisconsin, 97 F.Supp.2d 937 (E.D. Wis. 2000)
Arnold, an epileptic applicant for the position of firefighter with the City of
Appleton, was not disabled for purposes of the ADA. Arnold’s epilepsy was controlled
with the use of Dilantin, which at one time had produced the side-effect of making
Arnold “edgy and uncomfortable.” Arnold reported that he no longer experienced side
effects from the Dilantin, and he had not had a seizure in over four years. Idiopathic Epilepsy That Was Controlled When Plaintiff Averaged Seven to Eight Hours of Sleep Each Night Was Not a Disability Under the ADA
Popko v. Pennsylvania State University, 84 F.Supp.2d 589 (M.D. Pa. 2000)
In this case, the Court determined that Popko’s idiopathic epilepsy (sleep related
seizure disorder), in its mitigated state, was not a disability for purposes of the ADA.
Popko’s treating physician testified that her condition had been, and will continue to be,
successfully controlled and treated through the proscription of activities that disrupt her
“sleep-wake” cycle. Even when Popko did not treat her epilepsy by getting a regular
night’s sleep, she experienced, at most, a generalized shakiness in the morning which
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Epileptic Clerk Was Not Disabled Absent Evidence That the Side-Effects of His Epilepsy and Anti-Epileptic Medications Were Substantially Limiting
Todd v. Academy Corp., 57 F.Supp.2d 448 (S.D. Tex. 1999)
Todd, an epileptic former stock clerk, was able to control his epilepsy with
medication, but still continued to have “light” seizures that typically last from five to
fifteen seconds, at the rate of approximately one seizure per week. Because Todd was
able to recognize the onset of these “light” seizures before they happened, he was
generally able to lie down in a separation location, thereby removing himself and others
from potential danger. The Court, considering Todd’s limitations in light of his
mitigating measures, determined that he was not disabled under the ADA. While the
Court acknowledged that the side-effects of epilepsy and anti-epileptic medication could
substantially limit Todd’s thinking and learning capabilities, the Court held that no
evidence was presented to suggest that these side-effects were actually, and not
Epileptic Who Suffered Only Three Seizures in Ten Years Was Not Disabled
Rutlin v. Prime Succession, Inc., 75 F.Supp.2d 735 (W.D. Mich. 1999)
In this case, the Court held that former funeral director Rutlin was not disabled
within the meaning of the ADA, as his epilepsy was generally controlled through
medications. The evidence demonstrated that Rutlin suffered seizures on only three
occasions in a ten-year period, and that he enjoyed a moderately active lifestyle,
unimpeded by any physical ailment. While the Court recognized that Rutlin’s epilepsy is
a condition that he may have for his entire life, his ability to render the condition largely
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asymptomatic by taking two or three pills per day (with only very minor side effects)
prevents a finding that his condition was substantially limiting. Hearing Loss Hearing Impaired Employee Whose Hearing Aid Produced Negative Side Effects May Be Disabled Under the ADA
Wilson v. Aetna Life and Casualty Company, 195 F.Supp.2d 419 (W.D.N.Y. 2002)
The Court denied Aetna’s motion for summary judgment on Plaintiff Wilson’s
ADA claim, holding that fact questions remained as to whether Wilson’s mitigated
hearing loss substantially limited his major life activity of hearing. Wilson, in his
deposition, testified that he often took out his hearing aid because despite periodic repairs
and replacements, he continued to have problems hearing due to ambient noise and
background noise. Noting the importance of taking into account any negative side effects
resulting from the use of mitigating measures, the Court held that fact issues remained as
Plaintiff With Bilateral Hearing Impairment that Could be Corrected to 96% With Use of Two Hearing Aids Was Not Substantially Impaired
Ivy v. Jones, 192 F.3d 514 (5th Cir. 1999)
The Fifth Circuit vacated a district court judgment in favor of Plaintiff Ivy, who
was diagnosed with a bilateral hearing impairment, and remanded the case for further
proceedings consistent with Sutton. Because the evidence presented to the district court
suggested that Ivy’s hearing loss could be corrected to 92% with one hearing aid, and
96% with two hearing aids, it was unlikely that Ivy could demonstrate that her major life
activity of hearing was substantially impaired. Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Mitigating Measures That Were Not Actually Used by the Employee Are Not Considered in Evaluating Whether the Employee is Disabled
Finical v. Collections Unlimited, Inc., 65 F.Supp.2d 1032 (D. Ariz. 1999)
Although it ultimately decided that Finical was not substantially limited in any
major life activity, the Court declined to consider the potential impact of available
mitigating measures that were not actually utilized by Finical in deciding whether she
was disabled under the ADA. While Finical’s expert witness testified that her hearing
impairment could have been alleviated with the use of hearing aids, Finical admitted that
she only tried using hearing aids for a month, and stopped using them because she found
the background noise that they picked up to be annoying. The Court refused to speculate
as to the extent of Finical’s limitations if she used hearing aids, holding that such an
approach would fail to assess the limitations that Finical actually faces in the present. HIV/AIDS Court Failed to Make Individualized Inquiry Into Impact of Plaintiff’s Mitigated HIV Status
Holiday v. City of Chattanooga, 206 F.3d 637 (6th Cir. 2000)
Holiday, who is HIV positive, sued the City of Chattanooga for disability
discrimination when his offer of employment as a City police officer was withdrawn.
The offer was withdrawn based on the report of the physician conducting Holiday’s pre-
employment physical examination that he was not strong enough for police work due to
his HIV positive status. The Court reversed the grant of summary judgment in favor of
the City, holding that the City failed to make an individualized inquiry into Holiday’s
limitations taking into account mitigating measures. Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Hypertension and Cardiac Disease Truck Driver With Medication-Controlled Hypertension Was Not Disabled
Hein v. All America Plywood Company, Inc., 232 F.3d 482 (6th Cir. 2000)
Hein, a former truck driver who suffered from hypertension, was terminated from
employment for refusing to make an out-of-town delivery because he would have run out
of his blood pressure medication before his return. The Court concluded that Hein’s
hypertension did not rise to the level of a disability, as evidenced by Hein’s own
admission that while on medication, he functioned normally and was fully able to
perform his work-related duties. The Court further noted that it was Hein’s
responsibility, knowing that he must be continuously medicated in order to perform his
job as a truck driver, to not wait until the last minute to obtain refills of his medicine. Coronary Artery Disease That Was Controlled By Medication Was Not a Disability
Haiman v. Village of Fox Lake, 55 F.Supp.2d 886 (N.D. Ill. 1999)
In concluding that Haiman, the Village’s former bookkeeper, was not disabled
under the ADA, the Court noted that her coronary artery disease was under control with
her use of four cardiac medications – Cardizem, Lopressor, Persantine, and Ecotrin. The
Court rejected Haiman’s argument that she was disabled because her heart condition
would substantially limit several major life activities if she discontinued use of her
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Mental Illness Employee Whose Depression, Once Medicated, Resulted in Only Occasional “Bad Days” Was Not Disabled
Brock v. United Grinding Technologies, Inc., No. C-3-00-541, 2003 WL 1907849 (S.D. Ohio March 23, 2003)
Shortly before he was fired, Brock was diagnosed with stress, situational anxiety,
and severe depression, for which he was prescribed Xanax and Prozac. Once medicated,
Brock’s symptoms were substantially alleviated, permitting him to return to work with
only occasional “bad days.” In light of the impact that these mitigating measures had on
Brock, the Court determined that he was not disabled under the ADA. Surgical Resident Whose Depression Was Substantially Improved with Medication Did Not Qualify as Disabled Under the ADA
Swanson v. University of Cincinnati, 268 F.3d 307 (6th Cir. 2001)
In this case, the Court held that Swanson, a former surgical resident who suffered
from severe depression, was not disabled under the ADA. Although Swanson reported
symptoms of poor concentration, an inability to speak, and exhaustion, his condition
significantly improved when he was on Paxil and Prozac. By Swanson’s own admission,
these medications improved the quality of his sleep and allowed him to recover his
communication abilities. Therefore, his medicated condition did not substantially limit
Employee With Xanax-Controlled Depression Was Not Disabled
Cooper v. Olin Corporation, Winchester Division, 246 F.3d 1083 (8th Cir. 2001)
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In this case, Plaintiff Cooper, who suffered from depression, failed to prove that
she was substantially limited in the major life activities of caring for herself, social
interaction, or working. Despite her depression, Cooper, through the use of medication
such as Xanax, remained highly functional and was able to work, raise a family, manage
her own finances, live independently, and interact with others in a social setting. Continuing Symptoms of Bipolar Disorder, and Side-Effects of Lithium Used to Control Paranoia, Created Fact Issues as to Whether Employee Was Disabled
Taylor v. Phoenixville School District, 184 F.3d 296 (3rd Cir. 1999)
In reversing the lower court’s grant of summary judgment to the school district,
the Court concluded that fact issues existed as to whether Taylor’s bipolar disorder
continued to be substantially limiting even when she took her medication. Although a
combination of lithium and the antipsychotic drug Navane was used to control Taylor’s
condition, the evidence suggested that she continued to suffer from symptoms such as
paranoia and impaired concentration, and that she did, in fact, suffer from significant
Former Police Officer With Depressive Disorder Was Not Disabled Where He Was Able to Function Without Limitation on Medication
Spades v. City of Walnut Ridge, 186 F.3d 897 (8th Cir. 1999)
In this case, decided immediately in the aftermath of Sutton, a police officer who
suffered from depression attempted to commit suicide by inflicting a gunshot wound to
his head with a handgun issued by his employer, the City. After receiving treatment for
his physical injuries, and medication and counseling for his depression, Spades alleged
that he was capable of returning to work and performing his duties as a police officer. Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
Fearing that the City’s knowledge of the officer’s violent use of a firearm would, if
repeated in the future, subject the City to legal liability, the City terminated Spades’
employment. The Court granted the City’s motion for summary judgment on Spades’
allegation of discrimination in violation of the ADA, noting Spades’ concession that
resort to medication and counseling “allow him to function without limitation.” Thus, his
depression was corrected and could not be said to limit a major life activity – a
requirement for finding an individual to be disabled within the meaning of the ADA. Former Employee With Panic and Anxiety Disorders May Be Disabled If Either Underlying Conditions or Side-Effects of Medications Are Substantially Limiting
McAlindin v. County of San Diego, 192 F.3d 1226 (9th Cir. 1999)
McAlindin raised a triable issue of fact as to whether his panic and anxiety
disorders qualified him as disabled under the ADA despite available mitigating measures
such as medication. The Ninth Circuit, in this case, noted that under certain
circumstances, the use of medication may not eradicate the effects of illness, and a
disability may remain either due to symptoms of the condition itself which persist despite
the effects of medication, or as a result of the medication’s side-effects. Sleep Apnea Plaintiff With Sleep Apnea Was Not Disabled Where He Failed to Take Advantage of Surgery and Other Measures That Would Have Corrected His Condition
Mont-Ros v. City of West Miami, 111 F.Supp.2d 1338 (S.D. Fla. 2000)
While he was working for the City of West Miami, Plaintiff Mont-Ros, a police
officer, was diagnosed with a condition known as obstructive sleep apnea. The condition,
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according to Plaintiff’s treating physicians, was directly attributable to Plaintiff’s obesity,
and could be treated with weight loss, the use of air pressure machines, and/or surgery.
Following a workers’ compensation leave of absence for a knee injury that was unrelated
to his condition, Plaintiff was given a light duty position, which he later asked to be
adjusted to allow him to work only the day or afternoon shifts. According to Plaintiff,
working the midnight shift exacerbated the daytime drowsiness caused by his sleep
apnea. Ultimately, before his shifts could be adjusted to accommodate his request,
Plaintiff was discharged from his position because his prior injury, in the opinion of his
treating physicians, left him physically unable to perform the duties required of a law
In dismissing Plaintiff’s ADA claims, the Court held that Mont-Ros failed to
adduce evidence that his sleep apnea was sufficiently severe such that it substantially
limited his major life activity of sleeping or breathing, particularly given the mitigating
measures taken by Mont-Ros. While sleep apnea could, generally speaking, result in
extremely restless sleep with extreme daytime hypersomnolence or excessive sleeping
through the day, an individualized inquiry of Mont-Ros’ situation revealed that his apnea
did not incapacitate him in any way – either at work or in his daily activities. Further,
because his doctors concurred that his condition and the resulting drowsiness could have
been alleviated or fully corrected through weight loss, use of a nasal air pressure
machine, or surgery, his ailment could not be said to substantially limit him. Sleep Apnea That Had Been Completely Corrected With Use of an Air Pressure Machine Was Not a Substantially Limiting Disability
Taylor v. Blue Cross and Blue Shield of Texas, Inc., 55 F.Supp.2d 604 (N.D. Tex. 1999)
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Taylor, a former sales instructor for Blue Cross/Blue Shield, was diagnosed with
moderate obstructive sleep apnea, which caused symptoms of drowsiness, lack of energy,
and difficulty breathing. Shortly after his diagnosis, Taylor began using a Constant
Positive Air Pressure machine, which eliminated all of the symptoms that Taylor had
previously been experiencing. Because his sleep apnea had been completely corrected
with use of the air pressure machine, Taylor was not disabled under the ADA. First Circuit Court of Appeals Former Police Officer Who Worked 24-32 Hours a Week as a Security Guard Was Not Substantially Limited in the Major Life Activity of Working
Sheehan v. City of Gloucester, 321 F.3d 21 (1st Cir. 2003)
Retired police lieutenant with hypertension was not precluded from a substantial
number of jobs, such that he is substantially limited in the major life activity of working.
While Sheehan was deemed unable to perform his duties as a Gloucester police officer
due to his hypertension, he was able to work a broad range of jobs. In fact, Sheehan
continued to work an average of 24-32 hours per week as a security guard. Alcoholic Employee’s Inability to Work Overtime and Brief Alcohol-Related Incarceration Did Not Preclude Him From Employment in a Broad Range of Jobs
Bailey v. Georgia-Pacific Corporation, 306 F.3d 1162 (1st. Cir. 2002)
Alcoholic employee was not substantially limited in the major life activity of
working. Bailey only presented evidence that he experienced difficulty in a single job,
not that his impairment would preclude him from performing a broad range of jobs. The
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Court rejected Bailey’s arguments that his inability to accept overtime shifts, and his
alcohol-related incarceration, prevented him from performing a broad range of jobs. His
problems with overtime work were merely isolated problems relating to his particular
employment, and his incarceration was too brief to constitute a substantial limitation. Sales Representative With Stress Disorder Was Not Substantially Limited in the Major Life Activity of Working
Carroll v. Xerox Corporation, et al., 294 F.3d 231 (1st Cir. 2002)
Retired sales representative who suffered from mild leaking from his heart valves
and stress-related chest pains was not substantially limited in a broad range of jobs.
Carroll failed to show that he was unable to perform any job other than the management
position that he had previously held, with the particular sales targets and workloads that
existed in 1995. Once he was transferred to a different office and into a less stressful
non-management position, Carroll was fully capable of performing his job duties without
Flight Attendant With Temporary Hearing Loss Was Not Precluded From Broad Range of Jobs
Santiago Clemente v. Executive Airlines, Inc., 213 F.3d 25 (1st Cir. 2000)
Former flight attendant with temporary hearing loss was not substantially limited
in the major life activity of working. Her temporary hearing loss was not shown to have
interfered at all in carrying out the duties of a flight attendant. Even if Santiago
Clemente’s impairment were defined more broadly – i.e. as a condition precluding flight
on non-pressuring airplanes – the Plaintiff failed to present evidence of how many jobs
called for that ability, or that she was precluded from any class of jobs. In fact, the record
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indicated that the plaintiff was qualified for various ground positions with the airline
(including receptionist, payroll clerk, and operational manager), and that she successfully
continued her employment with a higher salary than that which she earned as a flight
Second Circuit Court of Appeals Applicants Who Were Precluded From Driving Certain Tractor-Trailer Trucks Over Long Distances Were Not Precluded From Other Types of Truck Driving
Equal Employment Opportunity Commission v. J.B. Hunt Transport, Inc., 321 F.3d 69(2d Cir. 2003)
Applicants perceived as unsuitable for employment as over-the-road truck drivers
were not perceived as substantially limited in the major life activity of working. The
applicants on whose behalf the EEOC filed suit used prescription medications with side-
effects that could impair their driving abilities. While the company regarded their use of
these prescription medications as precluding them from driving freight-carrying tractor-
trailer trucks over long distances for extended periods of time, it did not perceive them as
unable to successfully engage in other types of truck driving, let alone in other kinds of
Respiratory Problems Did Not Preclude Former City Employee From Employment in a Broad Range of Jobs
Schapiro v. New York Department of Health, 25 Fed.Appx. 57 (2nd Cir. 2001)
Former city employee, who developed respiratory problems due to fumes from
surrounding construction work and poor ventilation, was not substantially limited in the
major life activity of working. Because Schapiro reported that his ability to perform the
major life activity of working improved significantly when his job was moved to a
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different location, he failed to show that his limitations extended beyond a particular
Despite Speculation, Former Police Officer Who Suffered From An Aneurysm Was Not Substantially Limited in the Major Life Activity of Working
Giordano v. City of New York, 274 F.3d 740 (2d Cir. 2001)
Former police officer with the NYPD had been diagnosed with an aneurysm in his
aortic root, leading him to undergo corrective surgery and to be placed on a daily regimen
of Coumadin, an anticoagulant blood thinner, to prevent the danger of blood clotting.
Rejecting his contention that he was perceived by the City as substantially limited in the
major life activity of working, the Court concluded that he had failed to establish that he
was restricted in performing a broad range of jobs; at most, he demonstrated that the City
perceived him as disabled from police work that involved a substantial risk for physical
confrontation. Giordano’s assumption that this perception would preclude him from
working in related fields was pure speculation, and as such, was rejected by the Court. Third Circuit Court of Appeals Employee Whose Back Injury Precluded Bus Driving Failed to Establish Limitations in Any Other Jobs, Much Less in a Broad Range of Jobs
Tice v. Centre Area Transportation Authority, 247 F.3d 506 (3d Cir. 2001)
Former transportation authority employee’s back injury did not substantially limit
him in the major life activity of working. Because Tice was unable to identify any jobs
that his injury precluded him from performing other than driving a bus, the Court was not
inclined to allow a jury to speculate as to limitations of which Tice himself was not
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Depression Did Not Exclude Former Police Officer From a Broad Range of Jobs
Williams v. Philadelphia Housing Authority, 230 F.Supp.2d 631 (E.D. Pa. 2002)
Former city housing authority police officer who suffered from depression could
not demonstrate that he was unable to perform a broad range of jobs, where his
employment opportunities were only temporarily restricted to jobs which did not require
Police Officer with Amblyopia Was Able to Perform a Broad Range of Jobs, and Thus, Was Not Substantially Limited in the Major Life Activity of Working
Knoll v. Southeastern Pennsylvania Transportation Authority (SEPTA), No. Civ.A.-01-2711, 2002 WL 31045145 (E.D. Pa. Sept. 11, 2002)
Former transit police officer with amblyopia or “lazy eye” was not substantially
limited in the major life activity of working by virtue of his failure to meet SEPTA’s
visual acuity standards and subsequent termination of his employment. The undisputed
record revealed that Knoll was not only able to perform a broad range of other jobs, he
had already been offered a position by the United Nations to serve as a U.N. Peacekeeper
in Kosovo and had only failed to accept it because he hoped to be reinstated at SEPTA. Fourth Circuit Court of Appeals Temporary Limitations Caused By Back Surgery and Recuperation Were Not Substantially Limiting in the Major Life Activity of Working
Pollard v. High’s of Baltimore, Inc., 281 F.3d 462 (4th Cir. 2002)
Employee who suffered from severe back injury was not substantially impaired in
the major life activity of working. The Court held that despite her nine-month leave of
absence due to surgery and a resulting infection, Pollard’s condition was temporary. Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
Pollard’s physician expected her to make a full recovery, and her only continuing
limitation was that she could not lift more than 25 pounds or bend repetitively. The fact
that Parr immediately obtained employment in a car dealership following her departure
from High’s further reinforced the court’s conclusion that her temporary limitations did
not preclude her from a broad range of jobs. Dissociative Identity Disorder Only Precluded Student in Teaching Program From the Narrow Category of Jobs Requiring Unsupervised Work With Children
Davis v. University of North Carolina, 263 F.3d 95 (4th Cir. 2001)
Student who suffered from dissociative identity disorder (“DID”) was not
regarded as substantially limited in the major life activity of working by UNC. While
UNC removed her from a teaching certificate program at UNC, based on the perception
that she was unable to work unsupervised with children, this perception did not preclude
her from employment in a broad range of jobs. Because a number of jobs in the
education field and other fields requiring similar training and skills remained open to
Davis even with this perceived limitation, the Court rejected the contention that she was
perceived as disabled under the ADA. Fifth Circuit Court of Appeals HIV Positive Employee Was Not Limited in a Broad Range of Jobs
Blanks v. Southwestern Bell Communications, Inc., 310 F.3d 398 (5th Cir. 2002)
Former employee who was HIV-positive could not establish that he was
substantially limited in the major life activity. While Blanks’ condition substantially
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
affected his ability to perform his former customer service representative position, he was
not otherwise impaired in his ability to work. Employee With Back Condition Was Only Precluded From Strenuous Manual Labor, and Was Capable of Performing a Broad Range of “Light Labor” Jobs
Dupre v. Charter Behavioral Health Systems of Lafayette, Inc., 242 F.3d 610 (5th Cir. 2001)
Dupre, who suffered from a back condition known as degenerative disc disease,
argued that her impairment disqualified her from all manual labor, thus precluding her
from a broad range of jobs. The Court disagreed, noting that while Dupre was unable to
dig holes and repair railroad tracks, she testified that she was able to bend at the knees,
walk half a mile, lift up to thirty pounds, drive a car for an hour, and sit and stand for up
to an hour at a time. From these facts, the Court concluded that Dupre was only
precluded from jobs involving very strenuous physical activity, prolonged standing or
sitting, and heavy lifting. There existed, however, many jobs involving only light labor
that Dupre seemed perfectly capable of performing. Sixth Circuit Court of Appeals Hypertension, Sleep Apnea, Depression and Neck Pain Did Not Substantially Limit Plaintiff in the Major Life Activity of Working
Cartwright v. Lockheed Martin Utility Services, Inc., No. 00-6671, 2002 WL 1461753(6th Cir. July 3, 2002)
Former employee with hypertension, sleep apnea, depression, and neck pain was
not substantially limited in the major life activity of working where his ailments only
precluded him from a narrow class of jobs. Cartwright acknowledged that it was the
stress of working with his particular supervisors that caused his impairments to interfere
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
with his ability to perform his job as an instrument mechanic, and further conceded that
the stress would have been alleviated by a change of supervisors. He failed to
demonstrate, however, that he was restricted from working in a broad range of jobs. Casino Employee’s Diabetes Was Not Substantially Limiting
Salim v. MGM Grand Detroit, LLC, 231 F.Supp.2d 577 (E.D. Mich. 2002)
Terminated casino card dealer was not substantially limited in the major life
activity of working. While she indicated that switching from the night shift to the day
shift would help her to better control her diabetes, she could not demonstrate that she was
unable to work in a broad class of jobs. In fact, following her termination, she worked as
Seventh Circuit Court of Appeals Former Union Employee’s Depression Was Not Substantially Limiting
Ogborn v. United Food and Commercial Workers Union, Local No. 881, 305 F.3d 763(7th Cir. 2002)
Former business agent of a local union was not substantially limited in the major
life activity of working due to his depression. While Ogborn’s depression limited him
from working for over eight weeks, he testified that at the time that he visited his
physician who prescribed antidepressants, he thought he could still perform him job. He
also certified in an unemployment insurance application that he “could accept work
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003 Eighth Circuit Court of Appeals Railroad Operator With Depression Who Was Only Precluded From Working in Jobs Involving Transporting Ammunition Was Not Substantially Limited
Cooper v. Olin Corporation, Winchester Division, 246 F.3d 1083 (8th Cir. 2001)
Former railroad operator who suffered from depression was not substantially
limited in the major life activity of working. While Cooper was precluded from her
particular job operating locomotives, which involved transporting ammunition, the
evidence did not support that she was restricted from a broad range of jobs involving her
Firefighter Was Not Regarded as Substantially Limited in the Major Life Activity of Working
Shipley v. City of University City, 195 F.3d 1020 (8th Cir. 2000)
City firefighter was not regarded as substantially limited in the major life activity
of working, where the evidence demonstrated that he was able to perform a variety of
jobs after his termination. The plaintiff was only terminated due to the City’s concerns
regarding his ability to perform his functions as a firefighter in light of his injuries
resulting from a prior severe injury. Ninth Circuit Court of Appeals Employee With Carpal Tunnel Syndrome Was Not Substantially Limited in the Major Life Activity of Working
Broussard v. University of California, Berkeley, 192 F.3d 1292 (9th Cir. 1999)
A University employee’s inability to perform the specialized position of animal
technician for transgenic mice, due to her carpal tunnel syndrome (“CTS”), did not
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
constitute a substantial limitation in the major life activity of working. This particular
position required the technician to work at a rapid pace, in order to minimize the amount
of time that the mice, who were genetically altered to have various immune deficiencies,
were kept outside of the “biohood” that was used to prevent germs from coming into
contact with the mice. While her CTS prevented such specialized activity, she did not
demonstrate that her condition restricted her ability to perform a broad range of jobs. Tenth Circuit Court of Appeals County Employee Was Not Regarded As Substantially Limited in the Major Life Activity of Working Where County Offered Him a Related Law Enforcement Job
Lucas v. Miami County, Kansas, 9 Fed.Appx. 809 (10th Cir. 2001)
Former support services lieutenant in the county sheriff’s office, who was
terminated after a non-work related back injury left him unable to use the stairs or
physically restrain criminals, was not regarded by the County as substantially limited in
the major life activity of working. Lucas presented no evidence regarding jobs within the
geographic area to which he had access, or as to the number and types of jobs from which
the County believed he was disqualified. Further, the fact that the County offered him a
job as a dispatcher was evidence that it did not perceive him as precluded from the entire
Nurse with Multiple Sclerosis Was Not Precluded From Broad Range of Jobs
Sorenson v. University of Utah Hospital, 194 F.3d 1084 (10th Cir. 1999)
Nurse who had been diagnosed with Multiple Sclerosis was not substantially
limited in the major life activity of working where the Hospital refused to return her to
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
the position of AirMed flight nurse due to safety concerns, but continued to employ her
as a regular nurse in several Hospital areas (for example, the burn unit, the surgical
intensive care unit, and the emergency room). Eleventh Circuit Court of Appeals
Cash v. Smith, 231 F.3d 1301 (11th Cir. 2000)
Employee who suffered from mitral valve prolapse, migraine headaches,
depression, high blood pressure and seizures was not substantially limited in the major
life activity of working, nor was she regarded as such by her employer. While Cash was
not permitted to drive the company car, this restriction did not disqualify her from a large
segment of the labor market. Not only were jobs utilizing Cash’s skills available, but the
employer was in fact employing Cash in just such a job. Diabetic Engineer’s Testimony Established Absence of Substantial Limitation
Stedman v. Bizmark, Inc., 219 F.Supp.2d 1212 (N.D. Ala. 2002)
Former industrial engineer with diabetes did not demonstrate that he was unable
to perform a broad range of jobs; in fact, he admitted in his deposition testimony that he
could have performed other jobs with the Company, such as the receiving clerk position
that had been offered to him three weeks before he quit. Job Applicant with Monocular Vision Not Substantially Impaired
Flores v. American Airlines, Inc., 184 F.Supp.2d 1287 (S.D. Fla. 2002)
Applicant for position of cabin cleaner, who had permanent monocular vision, did
not demonstrate that he was unable to work in a broad range of jobs, as proven by his
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
extensive work history. Flores had previously worked as an airport agent, substitute
teacher, social worker, assembly person, field representative, and salesperson. D.C. Circuit Court of Appeals Employee With Back Injury Failed to Demonstrate Broad Range of Jobs From Which He Was Excluded
Duncan v. Washington Metropolitan Area Transit Auth., 240 F.3d 1110 (D.C. Cir. 2001)
Former transit authority employee whose back injury prevented him from lifting
more than 20 pounds was not substantially limited in the major life activity of working.
The Court noted that there was a lack of evidence regarding the number and types of jobs
in the Washington D.C. area for which the laborer was qualified, and which did not
Supreme Court Decides Seminal Case Extending the Direct Threat Defense to Situations in Which Employment Would Threaten the Individual Himself
Chevron U.S.A., Inc. v. Echazabal, 122 S.Ct. 2045 (2002)
In this seminal case, the Supreme Court held that an employer may, under the
ADA, refuse to hire a disabled job applicant for a position that would pose a direct threat
to the applicant’s health. In so doing, the Court embraced the EEOC’s regulation
extending the ADA’s “direct threat defense” – which permits employers to adopt an
employment qualification barring employment to those who would pose a direct threat to
other individuals in the workplace – to situation in which the position would threaten the
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
Echazabal, who previously worked for independent contractors at Chevron’s oil
refineries, submitted applications for employment with Chevron on two occasions. Both
times, Echazabal was offered employment with Chevron pending a physical examination,
and both times, when the exam showed liver abnormalities (the cause of which was
ultimately determined to be Hepatitis C), Chevron withdrew the offers. Chevron’s
doctors determined that Echazabal’s condition would be aggravated by continued
exposure to toxins at Chevron’s refinery.
The Court, concluding that the plain language of the ADA left room for such an
interpretation, followed the EEOC’s interpretation of the direct threat defense to
encompass a direct threat to the employee himself. In determining that the EEOC’s
interpretation was reasonable, the Court also noted that if an employer were forced to hire
an employee into a position that would pose a direct threat to that employee, such action
could violate other statutes, such as the Occupational Health and Safety Act (“OSHA”). Employment of Diabetic in Position That Did Not Allow for Uninterrupted Meal Breaks May Pose Direct Threat to Employee Himself
Orr v. Wal-Mart Stores, Inc., 297 F.3d 720 (8th Cir. 2002)
In this case, discussed at length in section I above, the Court noted that had Orr
established a prima facie case of actual disability under the ADA, Wal-Mart could have
raised the threat-to-self defense set forth in Chevron. The Court stated that Wal-Mart
may have successfully argued that, accepting Orr’s contention regarding the necessity of
uninterrupted lunches within thirty minutes of his insulin injection, working in a single-
pharmacist pharmacy, which did not provide for uninterrupted meal breaks, posed a
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
direct threat to Orr’s health. As such, Wal-Mart would have been justified in not
Company Was Entitled to Invoke the Direct Threat to Self Defense in Rescinding a Job Offer to An Applicant Whose Back Condition Would Be Exacerbated By Working in Cramped Conditions
Collins v. Raytheon Aircraft Company, No. 01-1415-JTM, 2003 WL 192553 (D. Kan. Jan. 16, 2003)
Collins applied for employment with Raytheon in 2000, and subsequently
received a conditional job offer for an Aircraft Line Assembler position. The offer was
conditional on his passing a physical exam. At the physical examination, it was
discovered that Collins, who had suffered from years of back problems and surgeries,
was unable to bend over and touch his toes, had continuing numbness in his hands and
arms, and had a fused disk and metal rods to stabilize his spine. After Raytheon’s
company doctor issued significant restrictions for Collins, and the company’s ergonomist
concluded that Collins could not safely perform the essential functions of the Aircraft
Line Assembler job due to his limitations in forward bending, Raytheon rescinded its
conditional offer of employment and advised Collins that he could be considered for
The Court, following Chevron, held that Raytheon was entitled to invoke the
affirmative defense that its employment decision was designed to avoid a direct threat to
Collins’ own health or safety. The Court recognized that the potential harm to Collins
from additional spinal injury was substantial and severe, and acknowledged the opinions
of Raytheon’s company doctor and ergonomist that Collins faced an inherently increased
risk of additional spinal damage from working in the cramped working conditions
Morgan, Lewis & Bockius LLP University of Louisville 20th Annual Carl A. Warns Jr. Labor and Employment Law Institute June 12-13, 2003
associated with the Aircraft Line Assembler position. Raytheon’s motion for summary
Working at Hospital That Used Latex Products Could Pose a Direct Threat to the Health and Safety of a Registered Nurse With Latex Sensitivity
Watson v. Hughston Sports Medicine Hospital, 231 F.Supp.2d 1344 (M.D. Ga. 2002)
The Court granted summary judgment to the Hospital on Watson’s ADA claim,
concluding that its refusal to hire Watson did not constitute unlawful disability
discrimination. Watson, a registered nurse, suffered from a severe latex allergy, which
caused her to experience difficulty breathing, itching of the hands, eyes and face, a runny
nose, and sinus congestion when she came into contact with latex products. Latex
products, such as rubber gloves, were commonly used at the Hospital, and the Hospital
could not be rendered latex-free without a significant expenditure of time and money.
Because of the symptoms suffered by Watson when exposed to latex products – and the
possibility that her high degree of latex sensitivity could put her at risk of suffering
anaphylactic shock, which, if unexpected, could potentially endanger the patients under
Watson’s care – the Hospital was justified in denying her employment. Citing to
Chevron, the Court held that under the circumstances, the Hospital’s requirement that its
employees not suffer from latex sensitivities is a valid job requirement, as such an allergy
could pose a direct threat to the employee.
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Hassan Habib López Educational Background 1995-2001: University of California at Santa Barbara Ph.D., Psychology (August 2001) Dissertation entitled, “The Biopsychology of Sexual Motivation in the Male Rat: Effects of Primary and Secondary Incentives” (advisor, Dr. Aaron Ettenberg) 1991-1995: Harvard University B.A., Psychology (magna cum laude; June 1995) Senior Honors Thesis enti