Download as pdf or txt
Download as pdf or txt
You are on page 1of 25

User Name: Warren Westberg

Date and Time: Tuesday, August 29, 2023 5:36:00PM CDT


Job Number: 204644465

Document (1)

1. El Paso Cty. Water Improvement Dist. No. 1 v. Trevizo, 2023 Tex. App. LEXIS 565
Client/Matter: -None-
Search Terms: age and disability discrimination
Search Type: Terms and Connectors
Narrowed by:
Content Type Narrowed by
Cases Court: State Courts > Texas

| About LexisNexis | Privacy Policy | Terms & Conditions | Copyright © 2023 LexisNexis
Warren Westberg
Cited
As of: August 29, 2023 10:36 PM Z

El Paso Cty. Water Improvement Dist. No. 1 v. Trevizo


Court of Appeals of Texas, Eighth District, El Paso
January 27, 2023, Decided
No. 08-21-00206-CV
Reporter
2023 Tex. App. LEXIS 565 *; 2023 WL 1069706
EL PASO COUNTY WATER to allege he was treated less favorably
IMPROVEMENT DISTRICT NO. 1, than any other employee, let alone a
Appellant, v. ROGELIO TREVIZO, similarly situated member outside the
Appellee. protected class, and appellee's allegations,
considered individually or collectively, were
Prior History: [*1] Appeal from the 243rd not severe or pervasive enough create an
Judicial District Court of El Paso County, objectively hostile or abusive work
Texas. (TC# 2019DCV1164). environment and thus were not actionable.

Core Terms Outcome


Judgment reversed in part.
disability, termination, alleges, employees,
truck, drive, retaliation, adverse LexisNexis® Headnotes
employment action, accommodation,
younger, protected activity, trial court, air
conditioning, prima facie case, older, return
to work, prima facie, medical leave,
disability-discrimination, age- Constitutional Law > State Sovereign
discrimination, contends, requests, hostile, Immunity > Waiver > Interstate
reasonable accommodation, similarly Commerce
situated, protected class, harassment,
severe, age discrimination, medical Torts > Public Entity
condition Liability > Immunities > Sovereign
Immunity
Case Summary
Governments > Local
Governments > Claims By & Against
Overview
HOLDINGS: [1]-The disability- Governments > State & Territorial
discrimination, retaliation, failure-to- Governments > Claims By & Against
accommodate, and hostile-work-
environment claims under Chapter 21 of HN1[ ] Waiver, Interstate Commerce
the Texas Labor Code were dismissed for
Governmental units, like the District, enjoy
want of jurisdiction because appellee failed
Warren Westberg
Page 2 of 24
2023 Tex. App. LEXIS 565, *1

sovereign immunity from lawsuits except and the merits of the case. Because this
where the Legislature waives immunity. standard mirrors that of summary
Sovereign immunity deprives a trial court of judgments, the plaintiff must raise at least
subject matter jurisdiction. The Legislature a genuine issue of material fact to avoid
has provided a limited waiver of immunity dismissal if his factual allegations are
for claims brought against governmental challenged with supporting evidence
units under Chapter 21 of the Texas Labor necessary to the consideration of the plea
Code. However, the waiver extends only to to the jurisdiction. In determining whether a
suits in which the pleadings state a prima material fact issue exists, courts take as
facie claim for an actual violation. If the true all evidence favorable to the plaintiff,
plaintiff fails to state a prima facie case, the indulge every reasonable inference and
governmental unit retains its immunity from resolve any doubts in his favor.
suit.

Civil Procedure > Appeals > Standards


Civil of Review > De Novo Review
Procedure > ... > Jurisdiction > Subject
Matter Jurisdiction > Jurisdiction Over Civil
Actions Procedure > ... > Jurisdiction > Subject
Matter Jurisdiction > Jurisdiction Over
Evidence > Inferences & Actions
Presumptions > Inferences
HN3[ ] Standards of Review, De Novo
HN2[ ] Subject Matter Jurisdiction, Review
Jurisdiction Over Actions
An appellate court reviews a trial court's
A defendant may challenge subject matter denial of a plea to the jurisdiction de novo.
jurisdiction through a plea to the
jurisdiction. The plea can attack both the
pleaded facts as well as the existence of Labor & Employment
jurisdictional facts by attaching evidence to Law > Discrimination > Actionable
the plea. We construe the pleadings Discrimination
liberally in favor of the plaintiff. When there
is no question of fact as to the jurisdictional Labor & Employment
issue, the trial court rules on the plea as a Law > ... > Religious
matter of law. However, when the Discrimination > Scope &
defendant challenges the existence of Definitions > Covered Employees &
jurisdictional facts, the court must move Employers
beyond the pleadings and consider the
Labor & Employment
evidence. The court can consider evidence
Law > Discrimination > Disparate
necessary to resolve any dispute over
Treatment > Scope & Definitions
those facts, even if the evidence implicates
both the court's subject matter jurisdiction HN4[ ] Discrimination, Actionable

Warren Westberg
Page 3 of 24
2023 Tex. App. LEXIS 565, *1

Discrimination establish his discrimination claim, courts


follow the McDonnell Douglas burden-
Chapter 21 of the Texas Labor Code shifting framework. Under the McDonnell
prevents an employer from discriminating Douglas framework: (1) the plaintiff must
against or discharging an employee based first create a presumption of illegal
on race, color, disability, religion, sex, discrimination by establishing a prima facie
national origin, or age. Tex. Lab. Code case; (2) the defendant must then rebut
Ann. § 21.051. In adopting this statute, the that presumption by establishing a
Legislature intended to correlate state law legitimate, nondiscriminatory reason for the
with federal law in employment adverse employment action; and (3) the
discrimination cases; accordingly, we look plaintiff must then overcome the rebuttal
to federal law to interpret its provisions. evidence by establishing the defendant's
stated reason is a mere pretext.

Evidence > Types of


Evidence > Circumstantial Evidence Business & Corporate
Compliance > ... > Disparate
Labor & Employment
Treatment > Statutory
Law > ... > Evidence > Burdens of
Application > Age Discrimination in
Proof > Burden Shifting
Employment Act
Labor & Employment
Labor & Employment Law > ... > Age
Law > ... > Disparate
Discrimination > Evidence > Burdens of
Treatment > Evidence > Burdens of
Proof
Proof
Labor & Employment Law > ... > Age
Labor & Employment Law > ... > Racial
Discrimination > Discriminatory
Discrimination > Evidence > Circumstan
Employment Practices > Discharges &
tial & Direct Evidence
Failures to Hire
Labor & Employment
Labor & Employment
Law > ... > Disparate
Law > ... > Employment
Treatment > Evidence > Circumstantial
Practices > Adverse Employment
& Direct Evidence
Actions > Discharges & Failures to Hire
HN5[ ] Types of Evidence,
HN6[ ] Statutory Application, Age
Circumstantial Evidence
Discrimination in Employment Act
A plaintiff may rely on either direct or
To establish a prima facie case of age
circumstantial evidence to establish a
discrimination, a plaintiff must show he
prima facie case of unlawful discrimination;
was: (1) at least forty years old, Tex. Lab.
however, direct evidence of discriminatory
Code Ann. § 21.101; (2) qualified for his
intent is typically hard to come by. If he
employment position; (3) terminated by the
relies on circumstantial evidence to
employer; and (4) was treated less

Warren Westberg
Page 4 of 24
2023 Tex. App. LEXIS 565, *1

favorably than similarly situated members reason for the termination and are
outside the protected class. insufficient to establish evidence of
discrimination. Statements or remarks may
serve as evidence of discrimination only if
Evidence > Burdens of they are: (1) related to the employee's
Proof > Allocation protected class; (2) temporally close to the
adverse employment decision; (3) made by
HN7[ ] Burdens of Proof, Allocation an individual with authority over the
employment decision; and (4) related to
Employees are similarly situated if their
the employment decision at issue. To be
circumstances are comparable in all
sure, specific expressions of negativity or
material respects, including similar
animosity about a person's age or other
standards, supervisors, and conduct. To
protected status can constitute direct
meet the similarly situated requirement, the
evidence to support a claim of illegal
plaintiff must show the circumstances
discrimination. However, such comments
surrounding the compared employees are
can constitute direct evidence of
nearly identical, including the situations
discriminatory intent generally only if they
and conduct of the employees in question.
are not stray but instead tied to the
Employees with different responsibilities,
adverse employment action at issue in
supervisors, capabilities, work rule
terms of both when and by whom they
violations, or disciplinary records are not
were made.
considered to be nearly identical.

Civil
Labor & Employment Law > ... > Age
Procedure > ... > Pleadings > Amendme
Discrimination > Evidence > Direct
nt of Pleadings > Leave of Court
Evidence
HN9[ ] Amendment of Pleadings,
Labor & Employment
Leave of Court
Law > ... > Disability
Discrimination > Evidence > Direct If the pleadings are insufficient to establish
Evidence jurisdiction but do not affirmatively
demonstrate an incurable defect, then the
Labor & Employment
issue is one of pleading sufficiency and the
Law > ... > Employment
plaintiff should be afforded the opportunity
Practices > Adverse Employment
to amend.
Actions > Discharges & Failures to Hire

HN8[ ] Evidence, Direct Evidence


Evidence > Burdens of
Statements made remotely in time by Proof > Allocation
someone not connected with an age-
discrimination claimant's termination Labor & Employment
decision do not raise a fact issue about the Law > ... > Evidence > Burdens of

Warren Westberg
Page 5 of 24
2023 Tex. App. LEXIS 565, *1

Proof > Employee Burdens of Proof walking, seeing, hearing, speaking,


breathing, learning, and working. In
HN10[ ] Burdens of Proof, Allocation determining whether a person has a
disability that substantially limits a major
To establish a prima facie disability-
life activity, we consider the nature and
discrimination claim, a plaintiff must
severity of the impairment; the duration or
show: (1) he has a disability; (2) he was
expected duration of the impairment; and
qualified for his job; and (3) he suffered an
the permanent or expected permanent or
adverse employment decision because of
long-term impact resulting from the
his disability.
impairment. Both federal and state law
direct this is not meant to be a demanding
standard. 29 C.F.R. § 1630.2(i)(2).
Labor & Employment
Law > ... > Disabilities Under
ADA > Mental & Physical
Labor & Employment
Impairments > Major Life Activities
Law > Discrimination > Actionable
Labor & Employment Law > ... > Scope Discrimination
& Definitions > Disabilities Under
HN12[ ] Discrimination, Actionable
ADA > Records of Impairments
Discrimination
Labor & Employment
An employee's subjective belief of
Law > ... > Disabilities Under
discrimination or retaliation, without more,
ADA > Mental & Physical
is insufficient to support the causal
Impairments > Substantial Limitations
connection in an employment
HN11[ ] Mental & Physical discrimination case.
Impairments, Major Life Activities

Chapter 21 of the Texas Labor Code Business & Corporate


defines a disability as a mental or physical Compliance > ... > Discrimination > Dis
impairment that substantially limits at least ability Discrimination > Reasonable
one major life activity of that individual, a Accommodations
record of such an impairment, or being
regarded as having such an impairment. Evidence > Burdens of
Tex. Lab. Code Ann. § 21.002(6). A Proof > Allocation
disability can also be episodic if it
HN13[ ] Disability Discrimination,
substantially limits a major life activity when
Reasonable Accommodations
active. § 21.0021(a)(2). A disability-
discrimination claim does not require the The elements of a reasonable-
employee to be symptomatic at the time of accommodation claim partially overlap with
the adverse employment action. Courts the elements of a disability-
interpret a major life activity to mean caring discrimination claim. To establish a prima
for oneself, performing manual tasks, facie case of failure to accommodate, a

Warren Westberg
Page 6 of 24
2023 Tex. App. LEXIS 565, *1

plaintiff must show: (1) he had a disability; Accommodation


(2) the defendant had notice of his
disability; (3) with reasonable An employee's request for a reasonable
accommodations, he could perform the accommodation need not be formal, in
essential functions of his position; and (4) writing, mention discrimination laws, or use
the defendant refused to make such the words reasonable accommodation. But
accommodations. the request must be clear enough to let the
employer know the employee is requesting
an adjustment or change at work for a
Business & Corporate reason related to a medical condition.
Compliance > ... > Disability
Discrimination > Scope &
Definitions > Discriminatory Conduct Labor & Employment
Law > Discrimination > Retaliation > Bur
HN14[ ] Scope & Definitions, dens of Proof
Discriminatory Conduct
HN16[ ] Retaliation, Burdens of Proof
An employer cannot be liable for failing to
reasonably accommodate an employee's As a companion to its anti-discrimination
disability unless it knew of the disability. If provisions, Chapter 21 of the Texas Labor
an employee's need for a disability-related Code prohibits retaliation against an
accommodation is not obvious, the employee for engaging in certain protected
employee must timely notify his employer activities, like filing a charge of
of the disability and give his employer an employment discrimination. A retaliation
opportunity to reasonably accommodate it. claim may be actionable even if the
The employee is responsible for initiating underlying discrimination claim is not. To
the reasonable-accommodation discussion establish a prima facie case of retaliation, a
because he and his physician are best plaintiff must show: (1) he engaged in
situated to understand the protected activity; (2) he experienced an
accommodations that will assist him in adverse employment action; and (3) there
performing his job. However, if an was a causal link between the two.
employee requests an accommodation for
the first time only after it has become clear
an adverse employment action is Labor & Employment
imminent, the notice of disability is Law > ... > Retaliation > Elements > Adv
untimely. erse Employment Actions

HN17[ ] Elements, Adverse


Employment Actions
Business & Corporate
Compliance > ... > Labor & Employment Chapter 21 of the Texas Labor Code does
Law > Discrimination > Accommodation not protect employees from all retaliatory
employment action, only from actions that
HN15[ ] Discrimination,
are materially adverse, meaning an action

Warren Westberg
Page 7 of 24
2023 Tex. App. LEXIS 565, *1

that might have dissuaded a reasonable Law > ... > Harassment > Racial
worker from making or supporting a charge Harassment > Hostile Work
of discrimination. The causal-link Environment
requirement may be easily satisfied with a
showing of close temporal proximity Labor & Employment
between the protected activity and adverse Law > ... > Burdens of
employment action; however, close Proof > Standards of Proof > Objective
temporal proximity is not dispositive of & Subjective Standards
whether the employer retaliated. An
HN19[ ] Sexual Harassment, Hostile
employee can also establish the causal-
Work Environment
link requirement by circumstantial evidence
showing the employer's decision was The elements of a hostile-work-
based in part on knowledge of the environment claim are: (1) the employee
employee's protected activity or the belongs to a protected class; (2) the
protected activity and adverse employment employee was subject to unwelcome
action were not wholly unrelated. harassment; (3) the harassment was
based on the employee's protected class;
(4) the harassment affected a term,
Labor & Employment condition, or privilege of employment; and
Law > Discrimination > Actionable (5) the employer knew or should have
Discrimination known of the harassment and failed to take
adequate remedial action. The alleged
HN18[ ] Discrimination, Actionable
conduct required to support a hostile-work-
Discrimination
environment claim must be both objectively
To trigger the protections of Chapter 21 of and subjectively hostile or abusive.
the Texas Labor Code, the conduct relied Abusiveness requires extreme conduct and
on by the employee must, at a minimum, takes a middle path between making
alert the employer to the employee's actionable conduct that is merely offensive
reasonable belief that unlawful and requiring the conduct to cause a
discrimination is at issue. tangible psychological injury. In assessing
abusiveness and hostility, courts consider
the totality of the circumstances including
Labor & Employment frequency, severity, physical threats or
Law > ... > Harassment > Sexual humiliation, and whether the abusive
Harassment > Hostile Work conduct unreasonably interfered with the
Environment employee's work performance. If the
alleged conduct is not severe or pervasive
Labor & Employment enough to create an objectively hostile or
Law > ... > Burdens of abusive work environment—i.e., an
Proof > Standards of Proof > Objective environment a reasonable person would
& Subjective Standards find hostile or abusive—it is not actionable.

Labor & Employment Counsel: For El Paso County Water


Warren Westberg
Page 8 of 24
2023 Tex. App. LEXIS 565, *1

Improvement District 1, Appellant: Hon. as an Equipment Operator from February


Clara B. Burns. 7, 2007, until his termination on October 8,
For Trevizo, Rogelio, Appellee: Hon. 2018. As an Equipment Operator, Trevizo
Jonathan L.R. Baeza, Hon. Raymond carried out a variety of manual work,
Martinez, Hon. Roberto A. Ramos. including clearing brush, tree stumps, and
rocks, as well as properly maintaining
Judges: Before Rodriguez, C.J., Palafox, waterways, access roads, and associated
and Soto, JJ. structures. He also operated heavy
equipment, including dump trucks, loaders,
Opinion by: YVONNE T. RODRIGUEZ water trucks, and backhoes. His position
involved working outside in extreme
Opinion weather conditions.

On December 27, 2016, while the District


El Paso County Water Improvement was closed for holiday break, Trevizo was
District No. 1 (the District) appeals the trial admitted to the hospital for numbness in
court's denial of its plea to the jurisdiction his right leg. On January 8, 2017, Trevizo
in Rogelio Trevizo's age-and disability- notified Lisa Aguilar, the District's human
discrimination, retaliation, failure-to-resources manager, that he would be
accommodate, and hostile-work- unable to return to work following the
environment suit. For the following holiday break due to a blood clot in his
reasons, we reverse and render in part, foot. Aguilar requested he provide a
and reverse and remand in part. As to the doctor's note, and on January 18, Trevizo
disability-discrimination, retaliation,provided a doctor's note stating he had
failure-to-accommodate, and hostile-work- been seen by his doctor on January 16,
environment claims, we render judgment was excused from work for one day, and
granting the District's plea to the could return [*3] to work on January 17.
jurisdiction and accordingly dismiss those However, the note did not list any of
claims for want of jurisdiction. As to the Trevizo's diagnoses or describe the nature
age-discrimination claim, we remand to the of his medical condition.
trial court to give Trevizo the opportunity to
amend as it relates to the instances in Because Trevizo did not return to work on
which he alleges he was treated less January 17, Aguilar sent him paperwork
favorably than younger employees. informing him he would be placed on leave
under the Family Medical Leave Act.
Trevizo returned the requisite health care
Factual and Procedural Background provider's certification paperwork, which
indicated he was being treated for pain in
The District is a political subdivision [*2] of his "right lower extremity," and the
the State of Texas that provides surface probable duration of the condition was six
water from the Rio Grande River to water months to one year. The paperwork also
rights holders in El Paso County and stated Trevizo should "limit excessive
assesses and collects taxes for those walking due to leg pain," and the condition
water rights. Trevizo worked for the District

Warren Westberg
Page 9 of 24
2023 Tex. App. LEXIS 565, *3

would cause episodic flare ups as well as another Charge of Discrimination for age
follow-up treatments. and disability discrimination, retaliation,
failure to accommodate, hostile work
On February 24, Trevizo provided a environment, and harassment. In this
doctor's note stating he could return to Charge, Trevizo also stated he [*5] was
work as of February 22 on "light duty." The "constantly being called in to the office for
District requested more specific information counseling regarding his attitude," which
about any work restrictions, and on he characterized as retaliation for the
February 27, Trevizo returned a new complaints he made about management.
doctor's note stating he could "return to On July 30, 2018, the EEOC issued
regular duties with the exception of Trevizo notice of his right to sue and
driving." Trevizo resumed performing all informed him it was terminating its
other functions of his job except for driving. processing of the Charge.

Trevizo alleges on February 27—the day Trevizo alleges that throughout 2018, the
he returned to work following his medical District regularly required him to drive the
leave—his manager, Jesus Reyes, told older work vehicles without functioning
him "that [he] needed [*4] to fix his attitude windows or air conditioners and with
or find another job." Trevizo also claims "various safety issues," which he states he
Reyes said "at [his] age it would be difficult brought to the District's attention. On
for [him] to find another job." He responded October 4, 2018, Trevizo's supervisor, Pete
by filing a Charge of Discrimination with the Rodriguez, informed Trevizo he would be
Texas Workforce Commission Civil Rights using an older dump truck because
Division and Equal Employment another District employee needed to use
Opportunity Commission on March 3 for the new truck (to which Trevizo had
disability discrimination and retaliation. originally been assigned) to get his
The EEOC issued its dismissal of the Commercial Driver's License. Trevizo
Charge and informed Trevizo of his right to protested, claiming the older truck had
sue on March 20. unspecified safety issues, no functioning
On August 7, Trevizo provided another air conditioning, and got too hot. Rodriguez
doctor's note to the District which released told him the job had to be done, so he
him to work with no restrictions, and he could either drive the older truck or go
resumed driving heavy equipment as part home. Trevizo went home.
of his job duties. Following his return to full When Trevizo returned to work on October
duty, Trevizo claims he "was required to 8, the District terminated his employment
regularly perform harder work such as for insubordination. At his termination
cement work, burning weeds, cutting trees, meeting, Trevizo told the District [*6]
and fixing gates." He also alleges younger employees for the first time the purported
employees were allowed to work two safety issue with the older truck related
additional days to earn compensatory time specifically to its brakes and reiterated the
for the upcoming holiday season while he truck was hot because it did not have air
was allowed to work only one. On conditioning. Trevizo also gave the District
December 5, he responded by filing

Warren Westberg
Page 10 of 24
2023 Tex. App. LEXIS 565, *6

a notarized statement he wrote after he left sovereign immunity, which the trial court
work on October 4, stating that he "insisted denied without explanation in a brief order.
that for safety issues the A/C needed to be The District appealed. See TEX. CIV. PRAC.
repaired," and "the temperatures are & REM. CODE § 51.014(a)(8) (permitting
extremely high" and "caus[e] a heat interlocutory appeals from a trial court's
stroke." Trevizo's statement also noted he decision on a governmental unit's plea to
had "been having issues with [his] health the jurisdiction).
and [] told [his] supervisor about this";
however, Rodriguez told him it was his
choice to drive the truck or go home, which Standard of Review and Applicable Law
he states he did for his own safety. When
HN1[ ] Governmental units, like the
asked at his deposition why he made the
District, enjoy sovereign immunity from
notarized statement after leaving work on
lawsuits except where the Legislature
October 4, Trevizo stated he did so
waives immunity. Flores v. Tex. Dep't of
because he was concerned there would be
Criminal Justice, 634 S.W.3d 440, 450
a repercussion for his refusal to drive the
(Tex. App.—El Paso 2021, no pet.) (citing
truck.
Tex. Parks & Wildlife Dep't v. Sawyer
After his termination, Trevizo filed a third Trust, 354 S.W.3d 384, 388 (Tex. 2011)).
Charge of Discrimination on October 11, Sovereign immunity deprives a trial court of
claiming age and subject matter jurisdiction. Mission Consol.
disability
discrimination, retaliation, failure to Indep. Sch. Dist. v. Garcia, 372 S.W.3d
accommodate, hostile work environment, 629, 636 (Tex. 2012). The Legislature has
and harassment. The EEOC issued its provided a limited waiver of immunity for
dismissal and right to sue notice on March claims brought against governmental units
22, 2019, and Trevizo filed this lawsuit under Chapter 21. Id. However, the waiver
shortly [*7] after. He alleges the District extends only to suits in which the pleadings
discriminated against him in violation of state a prima facie claim for an actual
Chapter 21 of the Texas Labor Code violation. Tex. Dep't of Criminal Justice v.
(Chapter 21). Specifically, he alleges the Flores, 555 S.W.3d 656, 661 (Tex. App.—
District discriminated against him on the El Paso 2018, no pet.) (citing Garcia, 372
basis of his age1 and disability,2 denied him S.W.3d at 636). If the plaintiff fails to state
a reasonable accommodation, a prima facie case, the governmental unit
and
retaliated against him, resulting in a hostile retains its [*8] immunity from suit. Id.
work environment. The District filed a (citing Garcia, 372 S.W.3d at 636).
combined plea to the jurisdiction and
motion for summary judgment based on HN2[ ] A defendant may challenge subject
matter jurisdiction through a plea to the
jurisdiction. Flores, 634 S.W.3d at 450
1 Trevizo is over the age of forty.
(citing Tex. Dep't of Parks & Wildlife v.
2 Trevizo alleges he suffers from "atrial fibrillation (irregular
Miranda, 133 S.W.3d 217, 225-26 (Tex.
heartbeat), essential hypertension (high blood pressure),
2004)). The plea can attack both the
peripheral arterial disease (narrowing of the arteries in the
limbs), occlusion (blockage or closing of a blood vessel or pleaded facts as well as the existence of
organ), and Type II diabetes."

Warren Westberg
Page 11 of 24
2023 Tex. App. LEXIS 565, *8

jurisdictional facts by attaching evidence to


the plea. Id. (citing Miranda, 133 S.W.3d at Analysis
226-27). We construe the pleadings
liberally in favor of the plaintiff. City of El In five issues, the District argues the trial
Paso v. Heinrich, 284 S.W.3d 366, 378 court should have granted its plea to the
(Tex. 2009) (citation omitted). When there jurisdiction as to each of Trevizo's claims.
is no question of fact as to the jurisdictional
issue, the trial court rules on the plea as a A. Discrimination Claims
matter of law. Flores, 634 S.W.3d at 450
(citing Heinrich, 284 S.W.3d at 378). Trevizo claims the District terminated his
However, when the defendant challenges employment because of his age and
the existence of jurisdictional facts, the disability. HN4[ ] Chapter 21 prevents an
court must move beyond the pleadings and employer from discriminating against or
consider the evidence. Tex. Dep't of discharging an employee based on "race,
Transp. v. Lara, 625 S.W.3d 46, 52 (Tex. color, disability, religion, sex, national
2021) (citing Alamo Heights Indep. Sch. origin, or age." Tex. Lab. Code Ann. §
Dist. v. Clark, 544 S.W.3d 755, 770 (Tex. 21.051. In adopting this statute, the
2018)). The court can consider evidence Legislature "intended to correlate state law
necessary to resolve any dispute over with federal law in employment
those facts, even if the evidence implicates discrimination cases"; accordingly, we look
both the court's subject matter jurisdiction to federal law to interpret its provisions.
and the merits of the case. Garcia, 372 AutoZone, Inc. v. Reyes, 272 S.W.3d 588,
S.W.3d at 635. 592 (Tex. 2008) (citations omitted).

Because this standard mirrors that of HN5[ ] Trevizo may rely on either direct or
summary judgments, the plaintiff must circumstantial evidence to establish a
raise at least a genuine issue of material prima facie case of unlawful discrimination;
fact to avoid dismissal if his factual however, "direct evidence of discriminatory
allegations are challenged with supporting intent is typically 'hard to come by[.]'" Tex.
evidence necessary to the consideration of Tech Univ. Health Scis. Ctr. El Paso v.
the plea to the jurisdiction. Clark, 544 Flores, 612 S.W.3d 299, 305 (Tex. 2020)
S.W.3d at 771. In determining whether a (quoting Garcia, 372 S.W.3d at 634). If he
material fact issue exists, we take as true relies on circumstantial evidence to
all evidence favorable [*9] to the plaintiff,establish his discrimination claim, we follow
indulge every reasonable inference and the burden-shifting framework established
resolve any doubts in his favor. Heinrich, by the United States Supreme Court in
284 S.W.3d at 378 (citing Miranda, 133 McDonnell Douglas Corp. v. Green, 411
S.W.3d at 228). U.S. 792, 93 S. Ct. 1817, 36 L. Ed. 2d 668
(1973). Id. [*10] Under the McDonnell
HN3[ ] We review a trial court's denial of a Douglas framework: (1) the plaintiff must
plea to the jurisdiction de novo. Miranda, first create a presumption of illegal
133 S.W.3d at 226. discrimination by establishing a prima facie
case; (2) the defendant must then rebut

Warren Westberg
Page 12 of 24
2023 Tex. App. LEXIS 565, *10

that presumption by establishing a To meet the similarly situated requirement,


legitimate, nondiscriminatory reason for the the plaintiff must show the circumstances
adverse employment action; and (3) the surrounding the compared employees are
plaintiff must then overcome the rebuttal "nearly identical," including the situations
evidence by establishing the defendant's and conduct of the [*11] employees in
stated reason is a mere pretext. Id. 3 question. Id.; see also Apache Corp. v.
Davis, 627 S.W.3d 324, 339 (Tex. 2021)
("[E]vidence of disparate treatment of other
i. Age Discrimination employees' conduct requires that the
employees' circumstances be 'comparable
HN6[ ] To establish a prima facie case of
in all material respects.'" (internal quotation
age discrimination, Trevizo must show he
omitted)). "Employees with different
was: (1) at least forty years old, see Tex.
responsibilities, supervisors, capabilities,
Lab. Code Ann. § 21.101; (2) qualified for
work rule violations, or disciplinary records
his employment position; (3) terminated by
are not considered to be 'nearly identical.'"
the District; and (4) was treated less
Reyes, 272 S.W.3d at 594.
favorably than similarly situated members
outside the protected class. Flores, 612 Trevizo claims his below allegations
S.W.3d at 305. The District does not establish his prima facie age-discrimination
dispute Trevizo has established the first claim:
three elements, so we address only the • In July 2015, he and Justin Otten, a
fourth. younger co-worker, committed the
same infraction, but he was disciplined,
HN7[ ] "Employees are similarly situated if and Otten was not. Otten was also not
their circumstances are comparable in all terminated despite being involved in
material respects, including similar three accidents at work.
standards, supervisors, and conduct." • In May 2016, his tires were punctured
Exxon Mobil Corp. v. Rincones, 520 by a pitchfork while parked in the
S.W.3d 572, 584 (Tex. 2017) (quoting District's fenced facility.
Ysleta Indep. Sch. Dist. v. Monarrez, 177
S.W.3d 915, 917 (Tex. 2005) (per curiam)). • After he returned to work in February
2017 following his medical leave, his
supervisor, Jesus Reyes, told him "that
3 The McDonnell Douglas burden-shifting analysis applies to [he] needed to fix his attitude or find
employment-discrimination cases that have not been fully tried another job" and "at [his] age it would
on the merits, such as Trevizo's case. Hagood v. Cnty. of El
be difficult for [him] to find another job."
Paso, 408 S.W.3d 515, 523 (Tex. App.—El Paso 2013, no
pet.). At times in his briefing, Trevizo refers to a "reasonable
juror" standard of review. However, this standard—i.e.,
• Younger employees4 were allowed to
whether evidence is legally sufficient to support a jury's work both a Friday (11/3/2017) and a
finding—applies to cases tried on the merits. San Antonio Saturday (11/4/2017) to earn additional
Water Sys. v. Nicholas, 461 S.W.3d 131, 136 (Tex. 2015).
Again, because Trevizo's case has not been tried on the
compensatory time, while he was
merits, we consider the trial court's jurisdiction by first inquiring
whether Trevizo met his burden of establishing a prima facie
case as to each claim, and if he has, then applying the 4 Trevizo does not identify any younger co-workers as to this
McDonnell Douglas burden-shifting analysis. Id. at 135-36. allegation.

Warren Westberg
Page 13 of 24
2023 Tex. App. LEXIS 565, *11

allowed to work only the employment decision; (3) made by an


Saturday. [*12] individual with authority over the
• Throughout 2018, he was required to employment decision; and (4) related to
drive older work vehicles and the employment decision at issue. Id. at
equipment without functioning windows, 593 (citing Arismendez v. Nightingale
air conditioning, and other various Home Health Care, Inc., 493 F.3d 602, 608
safety issues. The District provided (5th Cir. 2007)). "To be sure, specific
younger employees5 with newer expressions of negativity or animosity
maintenance vehicles and equipment, about a person's age or other protected
despite Trevizo's complaints that the status can constitute direct evidence to
older vehicles were unsafe and affected support a claim of illegal discrimination."
his medical conditions. Flores, 612 S.W.3d at 313 (citing Rachid v.
Jack in the Box, Inc., 376 F.3d 305, 313
The District maintains Trevizo has not (5th Cir. 2004)). However, such comments
established the similarly situated element can constitute direct evidence of
required of a prima facie age-discrimination discriminatory intent generally only if they
claim because he has neither pled nor are "not stray" but instead tied to the
established through evidence any similarly adverse employment action at issue in
situated younger employee engaged in the terms of both when and by whom they
same misconduct but was treated more were made. Id. (citing Goudeau v. Nat'l
favorably than Trevizo—in other words, Oilwell Varco, L.P., 793 F.3d 470, 475 (5th
Trevizo does not claim younger employees Cir. 2015)).
refused to drive trucks without air
conditioning and were not subsequently Here, Reyes's comments related to
discharged. We agree. Trevizo's age; however, they do not
constitute competent direct evidence to
As to direct evidence of alleged age support his claim of age discrimination
discrimination, Reyes's comments are not because Reyes was not involved in the
direct evidence of discriminatory intent and decision to terminate Trevizo's
are instead "stray remarks" with no employment. See Reyes, 272 S.W.3d at
evidentiary value. HN8[ ] Statements 593; Williams-Pyro, Inc. v. Barbour, 408
made remotely in time by someone not S.W.3d 467, 481 (Tex. App.—El Paso
connected with an age-discrimination 2013, pet. denied). Additionally, Reyes's
claimant's termination decision do not raise comments preceded Trevizo's termination
a fact issue about the reason for the by eighteen months and did not relate to
termination and are insufficient to establish the employment decision at issue (i.e., his
evidence [*13] of discrimination. Id. at termination for insubordination) [*14] but
592. Statements or remarks may serve as were instead related to his attitude. See
evidence of discrimination only if they are: Lopez v. Exxon Mobil Dev. Co., No. 14-16-
(1) related to the employee's protected 00826-CV, 2017 Tex. App. LEXIS 8611,
class; (2) temporally close to the adverse 2017 WL 4018359, at *9 (Tex. App.—
Houston [14th Dist.] Sept. 12, 2017, pet.
5 Trevizo identifies these younger employees as "Adrian
denied) (mem. op.) (concluding the same);
Angiano, David and Alonzo."

Warren Westberg
Page 14 of 24
2023 Tex. App. LEXIS 565, *14

see also Dallas Indep. Sch. Dist. v. Allen, 272 S.W.3d at 594 ("Employees with
No. 05-16-00537-CV, 2016 Tex. App. different responsibilities, supervisors,
LEXIS 13650, 2016 WL 7405781, at *7 capabilities, work rule violations, or
(Tex. App.—Dallas Dec. 22, 2016, pet. disciplinary records are not considered to
denied) (mem. op.) (finding comment made be 'nearly identical.'"). Indeed, Trevizo has
approximately five months before not alleged any other circumstances
employment decision too isolated to surrounding any comparable person,
constitute direct evidence); Niu v. Revcor including an allegation of each person's
Molded Prods. Co., 206 S.W.3d 723, 730 position. Cf. Rincones, 520 S.W.3d at 585
(Tex. App.—Fort Worth 2006, no pet.) (discussing allegations of employees
(concluding comment made eight months outside the protected class in which
prior to termination not proximate in time plaintiff alleged each person's position).
and unrelated to employment decision). While the precise elements of a prima facie
Thus, Reyes's comments are stray showing under the McDonnell Douglas
remarks as a matter of law. framework vary depending on the
circumstances, to prevail here, Trevizo
As to circumstantial evidence of alleged could not rely merely on evidence he was
age discrimination, Trevizo identifies three otherwise discharged because of his age
instances in the above allegations in which but instead had to provide comparative
he contends he was treated less favorably evidence he was treated less favorably
than co-workers under the age of forty: (1) than those who did not fit within the
he and Otten committed the same protected class. Flores, 612 S.W.3d at 311;
unspecified infraction, but he was Univ. of Tex. M.D. Anderson Cancer Ctr. v.
disciplined and Otten was not; (2) Valdizan-Garcia, No. 01-12-00386-CV,
unspecified younger employees were 2012 Tex. App. LEXIS 9475, 2012 WL
permitted to work two days to earn 5545783, at *5 (Tex. App.—Houston [1st
compensatory time, while he was allowed Dist.] Nov. 15, 2012, no pet.) (mem. op.)
to work only one; and (3) he was required ("Under McDonnell Douglas [plaintiff]
to drive older vehicles without air cannot establish a prima facie case of
conditioning, but younger employees, discrimination without evidence, or even an
including "Adrian Angiano, David, and allegation, that younger nurses were
Alonzo" were provided newer air- disciplined differently for deficient patient
conditioned vehicles. care [i.e., the adverse employment action
However, Trevizo did not present any at issue]."). Absent evidence [*16] Trevizo
evidence showing that the circumstances was treated less favorably than other
under which Otten, Angiano, David, similarly situated employees under forty,
Alonzo, or the other unspecified younger he has not met the fourth element of his
employees [*15] were "comparable in all prima facie age-discrimination claim as a
material respects." Rincones, 520 S.W.3d matter of law.
at 584. He neither pled nor provided
Finally, Trevizo's remaining allegation—
evidence of their roles, responsibilities,
that his tires were punctured by a pitchfork
managers, or job performance. See Reyes,
while parked in the District's fenced

Warren Westberg
Page 15 of 24
2023 Tex. App. LEXIS 565, *16

facility—provides no circumstantial must show: (1) he has a disability; (2) he


evidence of age discrimination because was qualified for his job; and (3) he
Trevizo fails to allege he was treated less suffered an adverse employment
favorably than any other employee, let decision—here, that his employment was
alone a similarly situated member outside terminated—because of his disability. Lara,
the protected class. Flores, 612 S.W.3d at 625 S.W.3d at 61. The District contends
305. Trevizo failed to prove he was disabled at
the time of his termination and that even if
Because Trevizo has failed to establish a he were, he has not shown a causal
prima facie case of age discrimination, our connection between the disability and his
analysis ends there. The trial court erred termination.6
by denying the District's plea to the
jurisdiction as to Trevizo's age- HN11[ ] Chapter 21 defines a disability as
discrimination claim. However, Trevizo's "a mental or physical impairment that
age-discrimination claim—specifically as it substantially limits at least one major life
relates to the instances in which he alleges activity of that individual, a record of such
he was treated less favorably than younger an impairment, or being regarded as
employees—does not demonstrate an having such an impairment." Tex. Lab.
incurable defect; it is simply insufficient to Code Ann. § 21.002(6). A disability can
demonstrate the trial court's subject-matter also be episodic if it substantially limits a
jurisdiction because it does not allege he major life activity when [*18] active. Id. §
was treated less favorably than similarly 21.0021(a)(2). A disability-discrimination
situated members outside the protected claim does not require the employee to be
class. HN9[ ] "If the pleadings are symptomatic at the time of the adverse
insufficient to establish [*17] jurisdiction employment action. Flores, 555 S.W.3d at
but do not affirmatively demonstrate an 665. Courts interpret a "major life activity"
incurable defect, then the issue is one of to mean "caring for oneself, performing
pleading sufficiency and the plaintiff should manual tasks, walking, seeing, hearing,
be afforded the opportunity to amend." El speaking, breathing, learning, and
Paso Cnty. v. Vasquez, 508 S.W.3d 626, working." Vasquez, 508 S.W.3d at 639
632-33 (Tex. App.—El Paso 2016, pet. (quoting Union Carbide Corp. v. Mayfield,
denied). We therefore remand to the trial 66 S.W.3d 354, 360 (Tex. App.—Corpus
court to allow Trevizo the opportunity to Christi 2001, pet. denied)). In determining
amend his age-discrimination claim as it whether a person has a disability that
relates to the instances in which he alleges substantially limits a major life activity, we
he was treated less favorably than younger consider the nature and severity of the
employees. impairment; the duration or expected
duration of the impairment; and the
permanent or expected permanent or long-
ii. Disability Discrimination term impact resulting from the impairment.
HN10[ ] To establish a prima facie
disability-discrimination claim, Trevizo 6 The District does not challenge whether Trevizo was qualified
for his job.

Warren Westberg
Page 16 of 24
2023 Tex. App. LEXIS 565, *18

Id. Both federal and state law direct this is Given the standard of review, in which we
not meant to be a demanding standard. indulge every reasonable inference and
See 29 C.F.R. § 1630.2(i)(2) ("In resolve any doubts in Trevizo's favor, as
determining other examples of major life well as the applicable anti-discrimination
activities, the term 'major' shall not be laws described above, we conclude
interpreted strictly to create a demanding Trevizo has established the first element of
standard for disability."); id. § 1630.2(j)(1)(i) his disability-discrimination claim—i.e.,
("The term 'substantially limits' shall be he has a disability.
construed broadly in favor of expansive
coverage, to the maximum extent The District contends our decision in
permitted by the terms of the ADA. Vasquez compels otherwise. 508 S.W.3d
'Substantially limits' is not meant to be a at 629. In Vasquez, the plaintiff suffered a
demanding standard."); id. § heart attack and subsequently contracted
1630.2(j)(1)(iii) ("[T]he threshold issue of tuberculosis while in the hospital. Id. After
whether an impairment 'substantially limits' recovering from both, she returned to work,
a major life activity should not [*19] where she was placed in a less desirable
demand extensive analysis."); Tex. Lab. job allegedly [*20] because of stigma
Code Ann. § 21.0021(a)(1) ("The term associated with her tuberculosis infection.
'disability' [] shall be construed in favor of Id. at 629-30. Though the District contends
broad coverage of individuals under Trevizo, like the Vasquez plaintiff, had
Subchapters B and C, to the maximum been released to full duty well before his
extent allowed under those termination date, that alone does not
subchapters[.]"). establish Trevizo did not have a disability.
Indeed, the key distinction between
In his amended petition, Trevizo alleges he Trevizo's and Vasquez's pleadings is the
suffers from "atrial fibrillation (irregular allegation of a disability. We held
heartbeat), essential hypertension (high Vasquez's discrimination claim failed
blood pressure), peripheral arterial disease because her pleadings stated she "was not
(narrowing of the arteries in the limbs), actually disabled at the time" of her
occlusion (blockage or closing of a blood discharge, nor was there any evidence to
vessel or organ), and Type II diabetes." He establish her condition was episodic or in
also provided medical records to remission. Id. at 639. In contrast, Trevizo
substantiate those diagnoses, as well as pled he has a disability, specifically listed
corresponding prescribed medications.7 his diagnosed conditions, and provided
evidence supporting his allegations and the
fact he had these diagnoses at the time of
7 Trevizo's medical records indicate he had been prescribed his termination. Therefore, Trevizo's case
Metformin, a medication used to treat type 2 diabetes. See
Cloutier v. GoJet Airlines, LLC, 311 F. Supp. 3d 928, 938
is distinguishable from Vasquez—at least
(N.D. Ill. 2018) (concluding evidence plaintiff was diagnosed on the question of whether he has
with diabetes and prescribed Metformin sufficient to create a established a prima facie case of disability
fact issue as to whether plaintiff's diabetes substantially limited
his endocrine function to constitute a disability under the
discrimination as to the disability
ADA); Dillard v. SNC-Lavalin Eng'rs & Constructors Inc., 629
S.W.3d 692, 700 (Tex. App.—Houston [1st Dist.] 2021, no fact issue as to whether diabetes substantially limits endocrine
pet.) ("The quality and quantity of evidence required to raise a function is minimal.").

Warren Westberg
Page 17 of 24
2023 Tex. App. LEXIS 565, *20

requirement. knowledge of his disability when he was


discharged. The record reflects the
Having concluded Trevizo has sufficiently District's knowledge of Trevizo's medical
pled the first element, we next must conditions were limited to the following:
consider whether his pleadings establish • In late 2016 and early 2017, Trevizo
the third element—whether he was had pain in his "right lower extremity,"
terminated because of his disability. for which he was placed on medical
Trevizo makes the following leave. The probable duration of the
contentions [*21] in support of the third condition was listed as six months to
element of his disability-discrimination one year. Though the condition could
claim: cause episodic flare-ups, his impacted
• He left work due to his refusal to drive job functions due to this condition
a truck without air conditioning based in during a flare-up were to "limit
part on his health conditions, then was excessive walking due to leg pain," and
discharged for insubordination. he could need to miss work "for doctor's
• Instead of following a progressive appointments or hospitalizations."
discipline process, the District • After Trevizo returned to work
discharged Trevizo for insubordination, following his medical leave, he had the
even after he reported the condition of restriction of no driving through August
the older truck would be unsafe for his 2018.
health conditions. • After August 2018, he was released to
• He received verbal counseling after work with no restrictions.
his return from medical leave and
claims he was the only employee called In other words, Trevizo offered no
insubordinate after complaining about evidence of the fact that the District knew
vehicles' safety issues. about his disability at the time of his
• Before he went on medical leave, he discharge—again, as alleged, "atrial
received annual performance reviews in fibrillation (irregular heartbeat), essential
2012, 2013, and 2014 of either meets hypertension (high blood pressure),
or exceeds expectations. peripheral arterial disease (narrowing of
He maintains the evidence is sufficient to the arteries in the limbs), occlusion
give rise to a material fact question as to (blockage or closing of a blood vessel or
whether he was terminated because of his organ), and Type II diabetes." Trevizo
disability. claims he [*23] made the District aware of
his medical conditions, stating in his
However, even taking as true all evidence
response to the District's plea that he
favorable to Trevizo, indulging every
"consistently notified [the District] that the
reasonable inference, and resolving any
vehicles and equipment he was required to
doubts in his favor, we disagree because
use were unsafe and detrimental to his
Trevizo has not offered any causal nexus
health." However, besides his own
between his disability and the District's
affidavit, the only evidence he cites to in
decision to terminate his employment—
support of this assertion is copies of
namely because the District had no [*22]
inspection checklists and a loss report in

Warren Westberg
Page 18 of 24
2023 Tex. App. LEXIS 565, *23

which he notes certain trucks do not have connection in an employment


air conditioning but makes no reference to discrimination case. Tex. Dep't of Motor
his health. No record evidence suffices to Vehicles v. Bustillos, 630 S.W.3d 316, 333
create a material fact issue as to (Tex. App.—El Paso 2021, no pet.).
whether—after Trevizo was released to full Trevizo cannot establish a prima facie case
duty and leading up to his discharge—he of disability discrimination based upon
informed the District about his medical "a mere showing of 'subjective beliefs' of
conditions or that operating a vehicle discrimination[.]" Chandra v. Tex. Tech
without air conditioning was detrimental to Univ. Health Scis. Ctr., No. 08-99-00086-
his health. See Malouf v. Texas ex rels. CV, 2000 WL 965048, at *3 (Tex. App.—El
Ellis, No. 08-20-00235-CV, 656 S.W.3d Paso July 13, 2000, no pet.) (not
402, 2022 Tex. App. LEXIS 7637, 2022 WL designated for publication) (internal
8079246, at *7 (Tex. App.—El Paso Oct. quotation omitted); see also Carter v.
14, 2022, pet. filed) (finding "[s]elf-serving, Hegar, No. 03-16-00706-CV, 2018 Tex.
speculative and conclusory statements of App. LEXIS 3758, 2018 WL 2375815, at *3
fact or law [] insufficient to raise an issue of (Tex. App.—Austin May 25, 2018, no pet.)
fact" in deposition and affidavit testimony). (mem. op.) (concluding plaintiff had not
raised fact issue as to whether she was not
Though Trevizo substantiates his hired for position because of her disability
diagnoses with medical documentation in when she offered evidence of past positive
the record, it is undisputed these records performance reviews, had to take
were not provided to the District during his disability-related leave during her prior
employment. The doctor's notes and employment with defendant, [*25] and
medical leave certification paperwork presented evidence showing hiring panel
Trevizo provided to the District [*24] members knew of her disability and leave
provide no indication Trevizo suffers or history). Accordingly, Trevizo has not met
ever suffered from "atrial fibrillation the third element of a disability-
(irregular heartbeat), essential discrimination claim.
hypertension (high blood pressure),
peripheral arterial disease (narrowing of Despite supporting his challenge to the
the arteries in the limbs), occlusion District's plea to the jurisdiction with
(blockage or closing of a blood vessel or evidence, Trevizo has not raised a material
organ), and Type II diabetes." fact issue to overcome the District's
challenge to the trial court's subject-matter
Therefore, Trevizo's own unsubstantiated jurisdiction. The trial court therefore erred
statements, without more, that his above by denying the District's plea to the
allegations prove the District discriminated jurisdiction as to this claim. We reverse and
against him do not support the conclusion render judgment dismissing this claim
that the District terminated his employment against the District.
because of his disability. HN12[ ] An
employee's subjective belief of
discrimination or retaliation, without more, B. Reasonable-Accommodation Claim
is insufficient to support the causal
Trevizo also claims the District denied him
Warren Westberg
Page 19 of 24
2023 Tex. App. LEXIS 565, *25

a reasonable accommodation. HN13[ ] an adverse employment action is


The elements of a reasonable- imminent, the notice of disability is
accommodation claim partially overlap with untimely. Dillard, 629 S.W.3d at 704; see
the elements of a disability- also Jones v. Nationwide Life Ins. Co., 696
discrimination claim. Hagood, 408 F.3d 78, 90 (1st Cir. 2012) ("When an
S.W.3d at 524. To establish a prima facie employee requests an accommodation for
case of failure to accommodate, Trevizo the first time only after it becomes clear
must show: (1) he had a disability; (2) the that an adverse employment action is
District had notice of his disability; (3) with imminent, such a request can be 'too little,
"reasonable accommodations," he could too late.'") (citing cases finding the same).
perform the "essential functions" of his
position; and (4) the District refused to The District contends Trevizo has not
make such accommodations. Id. established he was disabled at the time of
his discharge or that even if he was,
HN14[ ] "An employer cannot be liable for the [*27] District had notice of his
failing to reasonably accommodate an disability. Trevizo alleges he requested an
employee's [*26] disability unless it knew accommodation three different times: (1) in
of the disability." Dillard, 629 S.W.3d at the form of leave from January 11 through
704; see also Tullos v. City of Nassau Bay, February 27, 2017; (2) in the form of
137 F. App'x 638, 646 (5th Cir. 2005) ("[A]n restricted duty following his return from
employer cannot be liable for terminating medical leave and through his release to
an employee on the basis of behavior that full duty in August 2017;8 and (3) on
is caused by a disability if the employer is October 4, 2018, when he told his
not told of the disability[.]"). If an supervisor he could not drive the truck
employee's need for a disability-related without air conditioning. Because it is
accommodation is not obvious, the undisputed the District approved both
employee must timely notify his employer Trevizo's medical leave and restricted duty
of the disability and give his employer an request, only the third alleged request for
opportunity to reasonably accommodate it. accommodation is relevant here.
Id. The employee is responsible for
However, as discussed above, while we
initiating the reasonable-accommodation
conclude Trevizo established he had a
discussion because he and his physician
disability, there is no evidence the District
are best situated to understand the
had notice of it. HN15[ ] An employee's
accommodations that will assist him in
performing his job. Aldine Indep. Sch. Dist.
v. Massey, No. 01-17-00688-CV, 2018
8 Trevizo also claims his release from restricted duty in August
Tex. App. LEXIS 4674, 2018 WL 3117831,
2017 constituted a "new request for an accommodation related
at *4 (Tex. App.—Houston [1st Dist.] June to the same heart conditions that had plagued [him] since
26, 2018, no pet.) (mem. op.) (citing Jurach December 2016." However, he neither alleges nor points to
evidence sufficient to create a fact issue that he notified the
v. Safety Vision, LLC, 72 F. Supp. 3d 698,
District his release to full duty created the need for an
709 (S.D. Tex. 2014)). However, if an accommodation. See Dillard, 629 S.W.3d at 704 ("[E]ven
employee requests an accommodation for when an employer is generally aware of a disability, it may be
unable to anticipate all the issues that the disability may create
the first time only after it has become clear
on the job and spontaneously accommodate them.").

Warren Westberg
Page 20 of 24
2023 Tex. App. LEXIS 565, *27

request for a reasonable accommodation See Jones, 696 F.3d 78, 90. As Trevizo
need not be formal, in writing, mention stated, he wrote the statement and had it
discrimination laws, or use the words notarized after leaving work on October 4
"reasonable accommodation." Lara, 625 because he was concerned there would be
S.W.3d at 53. But the request must be a repercussion for his refusal to drive the
clear enough to let the employer know the truck.
employee is requesting an adjustment or
change at work for a reason related to a Having determined the District did not have
medical condition. Id. (discussing the notice of Trevizo's disability, we conclude
EEOC guidance document on the Trevizo failed [*29] to establish the second
interpretation of federal discrimination element of a prima facie reasonable-
laws). Trevizo says he told the District he accommodation claim. The trial court erred
was "tired [*28] of sweating" and "getting by denying the District's plea to the
dizzy" when he refused to drive the truck jurisdiction as to this claim. We reverse and
on October 4. Yet those statements were render judgment dismissing this claim
insufficient as a matter of law to constitute against the District.
a request for a reasonable accommodation
because they did not link Trevizo's request C. Retaliation Claim
for an adjustment or change at work to a
medical condition.9 Trevizo also claims the District retaliated
against him. HN16[ ] As a companion to
Indeed, even assuming the notarized its anti-discrimination provisions, Chapter
statement of facts Trevizo gave to the 21 prohibits retaliation against an
District immediately preceding his employee for engaging in certain protected
termination constituted a request for activities, like filing a charge of
accommodation, his request was not timely employment discrimination. Clark, 544
because it came only after it was clear an S.W.3d at 781 (citing Tex. Lab. Code Ann.
adverse employment action was imminent. § 21.055). A retaliation claim may be
actionable even if the underlying
9 For example, the EEOC guidance document lists several
discrimination claim is not. Id. To establish
examples of what a request for a reasonable accommodation
might look like. U.S. Equal Employment Opportunity a prima facie case of retaliation, Trevizo
Commission, EEOC-CVG-2003-1, Enforcement Guidance on must show: (1) he engaged in protected
Reasonable Accommodation and Undue Hardship under the
activity; (2) he experienced an adverse
ADA (2002),
https://www.eeoc.gov/laws/guidance/enforcement-guidance- employment action; and (3) there was a
reasonable-accommodation-and-undue-hardship-under- causal link between the two. Id. at 782.
ada#requesting. Example D provides an example of a
statement insufficient to place an employer on notice and
HN17[ ] Chapter 21 does not protect
resembles Trevizo's purported request:
employees from all retaliatory employment
"An employee tells his supervisor that he would like a action, only from actions that are
new chair because his present one is uncomfortable.
Although this is a request for a change at work, his
"materially adverse," meaning an action
statement is insufficient to put the employer on notice that that "might have dissuaded a reasonable
he is requesting reasonable accommodation. He does worker from making or supporting a charge
not link his need for the new chair with a medical
condition." Id.
of discrimination." Id. at 788 (quoting

Warren Westberg
Page 21 of 24
2023 Tex. App. LEXIS 565, *29

Burlington N. & Santa Fe Ry. Co. v. White, months after he filed the March 2017
548 U.S. 53, 67-68, 126 S. Ct. 2405, 165 Charge. Further, [*31] the District
L. Ed. 2d 345 (2006)). The causal-link maintains without any other circumstantial
requirement may be "easily satisfied" with evidence establishing a causal link
a showing of close temporal proximity between Trevizo's discrimination charges
between [*30] the protected activity and and his discharge, he cannot meet his
adverse employment action; however, burden to plead a prima facie retaliation
close temporal proximity is not dispositive claim.
of whether the employer retaliated. Tex.
Tech Univ. Health Scis. Ctr.-El Paso v. Ample caselaw supports the District's
Flores, No. 08-20-00202-CV, 657 S.W.3d position that a ten-month (and thus an
502, 2022 Tex. App. LEXIS 6548, 2022 WL eighteen-month) gap between an
3755789, at *8 (Tex. App.—El Paso Aug. employee's protected activity and adverse
30, 2022, pet. filed) (citations omitted). An employment action is, without more,
employee can also establish the causal- insufficient to establish the causal-link
link requirement by circumstantial evidence requirement. See Raggs v. Miss. Power &
showing the employer's decision was Light Co., 278 F.3d 463, 471-71 (5th Cir.
based in part on knowledge of the 2002) (finding a five-month gap between
employee's protected activity or the protected activity and adverse employment
protected activity and adverse employment action insufficient to establish causal link);
action were "not wholly unrelated." Id. Clark, 544 S.W.3d at 790 (finding an eight-
(quoting Medina v. Ramsey Steel Co., Inc., month gap between an EEOC charge and
238 F.3d 674, 684 (5th Cir. 2001)). termination to be "so long as to be of little,
if any, probative value"); Cnty. of El Paso v.
Trevizo claims he engaged in a protected Aguilar, 600 S.W.3d 62, 92-93 (Tex.
activity in three different manners: (1) by App.—El Paso 2020, no pet.) (finding
filing his March 3, 2017, Charge of seven-month gap between protected
Discrimination with the EEOC; (2) by filing activity and constructive discharge, without
his December 5, 2017, Charge of more, insufficient to give rise to inference
Discrimination with the EEOC; and (3) by of causation).
requesting reasonable accommodations
"on multiple separate occasions," including However, Trevizo argues his termination
October 4, 2018. was not the only retaliatory conduct the
District carried out against him. He
As to Trevizo's first two allegations of contends the fact that he was required to
protected activity, the District contends he use older vehicles and equipment without
cannot establish the causal-link air conditioning constitutes further
requirement because the time period evidence of retaliation sufficient to
between each filing and his termination is establish the causal link from the time he
legally insufficient to support a claim of filed his discrimination [*32] charges
retaliation; the District terminated Trevizo's through his termination.10 But while
employment ten months after he filed the
December 2017 Charge and eighteen
10 Trevizo also contends the District failed to follow its

Warren Westberg
Page 22 of 24
2023 Tex. App. LEXIS 565, *32

Trevizo's termination unquestionably the employee's reasonable belief that


constitutes an adverse employment action, unlawful discrimination [*33] is at issue.'"
this other purported harm does not; it is not 625 S.W.3d at 59 (quoting Clark, 544
the type of materially adverse action that S.W.3d at 786). Thus, to invoke the
would deter an employee from making a antiretaliation protection of Chapter 21, at
discrimination complaint. See, e.g., Clark, least one of Trevizo's accommodation
544 S.W.3d at 789 (listing examples of requests must have alerted the District to
conduct courts have found not to constitute Trevizo's belief that discrimination was at
materially adverse employment action); issue. Id. at 60. Because there is no
Donaldson v. Tex. Dep't of Aging & evidence Trevizo opposed any
Disability Servs., 495 S.W.3d 421, 443 discriminatory practice in his various
(Tex. App.—Houston [1st Dist.] 2016, pet. requests (even including his requests on
denied) (finding no adverse employment October 4 and 8, which we concluded
action when plaintiff presented no evidence above do not constitute requests for
transfer affected his job title, grade, salary, reasonable accommodations), he cannot
or benefits). In sum, Trevizo has not make a prima facie case of retaliation
established the causal-link requirement of based on his engagement in those
a prima facie retaliation claim as to his activities. See id. at 60-61.
filing of the two employment-discrimination
charges. Because Trevizo failed to establish a prima
facie retaliation claim, the trial court erred
As to Trevizo's last allegation of protected by denying the District's plea to the
activity, the District contends he cannot jurisdiction as to this claim. We reverse and
establish the protected activity requirement render judgment dismissing this claim
because his purported requests for against the District.
accommodation are not protected activity
sufficient to invoke the antiretaliation
provisions of Chapter 21. We agree. HN18[ D. Hostile-Work-Environment Claim
] In Lara, the Texas Supreme Court held Finally, Trevizo claims he was subject to
that to trigger the protections of Chapter harassment, which resulted in a hostile
21, "the conduct relied on by the employee work environment, because of his age,
'must, at a minimum, alert the employer to disability, and participation in a protected
activity. HN19[ ] The elements of a
progressive disciplinary policy when it terminated his hostile-work-environment claim are: (1) the
employment, rather than issuing a warning, and this departure employee belongs to a protected class; (2)
from its policy also constitutes circumstantial evidence of
the employee was subject to unwelcome
causation. However, the record includes a copy of the
District's corrective action policy, which states "[d]epending on harassment; (3) the harassment was
the facts and circumstances involved in each situation, based on the employee's protected [*34]
management may choose to begin corrective action at any
class; (4) the harassment affected a term,
step, up to and including . . . separation and may skip any
step, depending on the circumstances." Trevizo presented no condition, or privilege of employment; and
other evidence to show this was not in fact the District's policy. (5) the employer knew or should have
Thus, no evidence supports Trevizo's contention the District
known of the harassment and failed to take
had a progressive disciplinary policy that it failed to follow in
his discharge.

Warren Westberg
Page 23 of 24
2023 Tex. App. LEXIS 565, *34

adequate remedial action.11 Aguilar, 600 performing" but instead "was required
S.W.3d at 86-87. The alleged conduct to perform the heavy-duty and difficult
required to support a hostile-work- projects such as cement work, burning
environment claim must be both objectively weeds, cutting trees, and fixing gates."
and subjectively hostile or abusive. • He was "constantly called in to the
Esparza v. Univ. of Tex. at El Paso, 471 office for verbal counseling[.]"
S.W.3d 903, 913 (Tex. App.—El Paso • Younger employees were allowed to
2015, no pet.). "Abusiveness requires work both a Friday (11/3/2017) and a
extreme conduct and takes a middle path Saturday (11/4/2017) to earn additional
between making actionable conduct that is compensatory time, while he was
merely offensive and requiring the conduct allowed to work only the Saturday. Only
to cause a tangible psychological injury." after he filed a Charge of Discrimination
Id. In assessing abusiveness and hostility, did the District give him sufficient
courts consider "the totality of the compensation time to cover the holiday
circumstances including frequency, season.
severity, physical threats or humiliation, • Throughout 2018, he was required to
and whether the abusive conduct drive only older work vehicles and
unreasonably interfered with the equipment without functioning windows,
employee's work performance." Id. If the air conditioning, and other various
alleged conduct is not severe or pervasive safety issues.
enough to create an objectively hostile or • He was terminated after he was
abusive work environment—i.e., an presented with the option of either
environment a reasonable person would going home or driving a truck he
find hostile or abusive—it is not actionable. contends was unsafe.
Id.
The District argues the trial court erred in
Trevizo alleges the following actions denying its plea to the jurisdiction on this
amounted to harassment: claim because even assuming all of
the [*36] above claims are true, they do
• After he returned to work in February not establish a hostile work environment.
2017 following his medical leave, his We agree. Trevizo's allegations,
supervisor, Jesus Reyes, told him "that considered individually or collectively, are
[he] needed to fix his attitude [*35] or not severe or pervasive enough create an
find another job" and "at [his] age it objectively hostile or abusive work
would be difficult for [him] to find environment and thus are not actionable.
another job." See, e.g., Okeke v. Administrators of
• Upon his return to full-duty work in Tulane Educ. Fund, No. 21-30451, 2022
August 2017, he was "not placed in his U.S. App. LEXIS 9281, 2022 WL 1025991,
previous Operator [] position or allowed at *5 (5th Cir. Apr. 6, 2022) (per curiam)
to perform the duties he was previously (being subjected to a harder work
schedule, among other things, not
11 Ifthe alleged conduct was carried out by a supervisor, the sufficiently severe or pervasive enough to
plaintiff need only to show the first four elements. Donaldson, create objectively hostile or abusive work
495 S.W.3d at 445.

Warren Westberg
Page 24 of 24
2023 Tex. App. LEXIS 565, *36

environment); Donaldson, 495 S.W.3d at age-discrimination claim, we remand to the


446 (issuance of corrective action after trial court to give Trevizo the opportunity to
employee's injury while awaiting medical replead his claim as it relates to the
attention, reduction of workload, and instances in which he alleges he was
reassignment of office not sufficiently treated less favorably than younger
severe or pervasive enough to create employees.
objectively hostile or abusive work
environment); Anderson v. Houston Cmty. YVONNE T. RODRIGUEZ, Chief Justice
Coll. Sys., 458 S.W.3d 633, 646-47 (Tex. January 27, 2023
App.—Houston [1st Dist.] 2015, no pet.)
(evidence supervisor referred to plaintiff by
End of Document
racial slur and made comments about her
weight and appearance on several
occasions not sufficiently severe or
pervasive enough to create objectively
hostile or abusive work environment);
Esparza, 471 S.W.3d at 913-14
(allegations of supervisors intimidating
plaintiff, removing her from important
projects, delaying approval of vacation
time, and changing her work schedule not
sufficiently severe or pervasive enough to
create objectively hostile or abusive work
environment). [*37]

Because Trevizo failed to establish a prima


facie hostile-work-environment claim, the
trial court erred by denying the District's
plea to the jurisdiction as to this claim. We
reverse and render judgment dismissing
this claim against the District.

CONCLUSION

For the above reasons, we reverse the trial


court's order denying the District's plea to
the jurisdiction. As to the disability-
discrimination, retaliation, failure-to-
accommodate, and hostile-work-
environment claims, we render judgment
granting the District's plea to the
jurisdiction and accordingly dismiss those
claims for want of jurisdiction. As to the
Warren Westberg

You might also like