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Case Name Lane v. Kitzhaber (later, Brown) DR-OR-0001
Docket / Court 3:12-cv-00138-AC ( D. Or. )
State/Territory Oregon
Case Type(s) Disability Rights-Pub. Accom.
Public Benefits / Government Services
Special Collection Olmstead Cases
Post-WalMart decisions on class certification
Attorney Organization NDRN/Protection & Advocacy Organizations
Case Summary
On January 25, 2015, this class action was brought by individuals with intellectual and developmental disabilities (I/DD) and the United Cerebral Palsy Association of Oregon and Southwest Washington, Inc. in the U.S. District Court for the District of Oregon. The plaintiffs claimed that the State ... read more >
On January 25, 2015, this class action was brought by individuals with intellectual and developmental disabilities (I/DD) and the United Cerebral Palsy Association of Oregon and Southwest Washington, Inc. in the U.S. District Court for the District of Oregon. The plaintiffs claimed that the State of Oregon and its Offices of Developmental Disability Services and Vocational Rehabilitation Services, along with other state agencies, violated the Americans With Disabilities Act ("ADA") and the Rehabilitation Act by operating an employment services program that unnecessarily separated disabled participants from nondisabled participants. The plaintiffs claimed these segregated settings deprived members of the plaintiff class (more than 2,300 people in the state) of supported employment services, the opportunity to work alongside nondisabled persons, and the ability to compete for higher-paying jobs. They claimed the state's policy discriminated against them based on disability. The plaintiffs sought certification of their proposed class, declaratory relief, and a permanent injunction to limit unnecessary segregation in the defendants' employment services program and to provide an adequate array of integrated employment and supported employment services.

On April 3, 2012, the defendants moved to dismiss the complaint, arguing that the plaintiffs were attempting to create "a new cause of action" by extending the ADA's integration mandate beyond the requirement to provide community and home-based services (which were designed to prevent unnecessary institutionalization) to also include employment services. The defendants argued that (1) employment claims were not covered by Title II of the ADA; (2) the integration mandate did not apply because a denial of employment services did not place any plaintiff at risk of institutionalization; (3) the plaintiffs' claims sought to require the defendants to provide a service that the state did not and could not provide; and (4) the plaintiffs' claims improperly imposed a certain standard of care on the state's provision of employment services. At the core of the defendants' argument was the notion that the integration mandate of the ADA applied only to a person's place of residency and not place of employment.

On April 20, 2012, the United States submitted a statement of interest regarding the motion to dismiss. It cited that contrary to defendant’s motion to dismiss, Title II of the ADA forms a clear and comprehensive mandate to end the segregation of persons with disabilities in virtually all aspects of American life.

On May 17, 2012, Magistrate Judge Janice M. Stewart held that the integration mandate applies equally to employment-related services and to services allowing persons to live outside institutions. 841 F.Supp.2d 1199. The court did, however, find that the plaintiffs sought "the forbidden remedy" of requiring defendants to provide an adequate level of employment services to enable plaintiffs to obtain a competitive job in their initial complaint. The court dismissed the complaint without prejudice and with leave to amend. On May 29, 2012, the plaintiffs filed an amended complaint with changes made to correct errors identified by the court.

The court then addressed the question of class certification. The plaintiffs sought to certify a class consisting of "all individuals in Oregon with intellectual or developmental disabilities who are in, or who have been referred to, sheltered workshops" and "who are qualified for supported employment services." The plaintiffs argued that the evidence needed to resolve the common questions of law and fact was the same for all class members. On August 6, 2012, the court granted class certification. 283 F.R.D. 587.

On May 24, 2014, the Department of Justice Civil Rights Division filed an intervenor complaint on behalf of the United States, which included evidence of a nine-month investigation into Oregon’s failure to comply with the ADA and Rehabilitation Act.

Some individual members of the class viewed sheltered work as equally valuable as integrated work and moved to intervene on the concern that their ability to choose sheltered work would be curtailed. But on June 20, 2014, Magistrate Judge Stewart denied the motion. 2014 WL 2807701.

On September 8, 2015, the parties submitted a proposed settlement agreement and on January 17, 2016, the court approved it. 166 F.Supp.3d 1180. In the settlement, the defendant committed to assisting 1,115 working-age individuals who receive or have received sheltered workshop services to obtain integrated employment in competitive-wage jobs and to reducing the number of adults with I/DD in sheltered workshops from 1,926 to no more than 1,530. The state also committed to end funding for sheltered workshop placements for youth newly eligible for state-funded employment, to provide at least 4,900 youth with employment services to help them access integrated employment, and to work with the state Department of Human Services in seeking financial incentives for providers to hire individuals with I/DD and in obtaining integrated employment. The parties agreed the settlement would terminate no later than July 1, 2022.

On February 11, 2016, the court granted an award of $5,250,000.00 in attorney's fees to the plaintiffs. 2016 WL 589684. As part of the settlement, the state's efforts are being monitored by an independent reviewer who will issue annual reports until the settlement's termination date. Since the case settled, two annual reports have been filed, one on March 2, 2017 and one on March 23, 2018.

Denise Heberle - 08/08/2012
Andrew Junker - 11/06/2014
Kate Craddock - 02/16/2016
Mary Book - 02/11/2019


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Issues and Causes of Action
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Issues
Benefit Source
Medicaid
Content of Injunction
Other requirements regarding hiring, promotion, retention
Preliminary relief granted
Provide antidiscrimination training
Recordkeeping
Reporting
Defendant-type
Jurisdiction-wide
Disability
disability, unspecified
Integrated setting
Least restrictive environment
Mental impairment
Mobility impairment
Discrimination-basis
Disability (inc. reasonable accommodations)
General
Classification / placement
Disparate Treatment
Failure to train
Government Services (specify)
Habilitation (training/treatment)
Placement in mental health facilities
Reasonable Modifications
Rehabilitation
Special education
Medical/Mental Health
Intellectual disability/mental illness dual diagnosis
Intellectual/Developmental Disability
Mental Disability
Intellectual/developmental disability, unspecified
Plaintiff Type
Non-profit NON-religious organization
Private Plaintiff
Type of Facility
Government-run
Causes of Action Americans with Disabilities Act (ADA), 42 U.S.C. §§ 12111 et seq.
Declaratory Judgment Act, 28 U.S.C. § 2201
Section 504 (Rehabilitation Act), 29 U.S.C. § 701
Defendant(s) State of Oregon
Plaintiff Description Persons with intellectual/developmental disabilities employed in sheltered workshops in Oregon who can and want to work in typical employment settings in the community.
Indexed Lawyer Organizations NDRN/Protection & Advocacy Organizations
Class action status sought Yes
Class action status granted Yes
Filed Pro Se No
Prevailing Party Plaintiff
Public Int. Lawyer Yes
Nature of Relief Attorneys fees
Injunction / Injunctive-like Settlement
Source of Relief Settlement
Form of Settlement Court Approved Settlement or Consent Decree
Order Duration 2015 - 2022
Filing Year 2012
Case Ongoing Yes
Additional Resources
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  See this case at CourtListener.com (May provide additional documents and, for active cases, real-time alerts)
  Lane v. Brown landmark Settlement Agreement announced
Disability Rights Oregon
Date: Dec. 30, 2015
(Disability Rights Oregon)
[ Detail ] [ External Link ]

  Justice Department Reaches Proposed ADA Settlement Agreement On Oregon's Developmental Disabilities System
The United States Department of Justice
Date: Sep. 8, 2015
(The United States Department of Justice)
[ Detail ] [ External Link ]

Docket(s)
3:12-cv-00138-ST (D. Or.)
DR-OR-0001-9000.pdf | Detail
Date: 03/23/2018
Source: PACER [Public Access to Court Electronic Records]
General Documents
Class Action Complaint
DR-OR-0001-0001.pdf | Detail
Date: 01/25/2012
Press Release
DR-OR-0001-0002.pdf | Detail
Date: 01/25/2012
Memorandum of Law in Support of Defendants' Motion to Dismiss [ECF# 30]
DR-OR-0001-0005.pdf | Detail
Date: 04/03/2012
Source: PACER [Public Access to Court Electronic Records]
Statement of the Interest of the United States of America in Support of Plaintiffs Regarding Motion to Dismiss [ECF# 34]
DR-OR-0001-0003.pdf | Detail
Date: 04/20/2012
Plaintiffs' Opposition to Defendants' Motion to Dismiss [ECF# 35]
DR-OR-0001-0006.pdf | Detail
Date: 04/20/2012
Source: PACER [Public Access to Court Electronic Records]
Opinion and Order (841 F.Supp.2d 1199) (D. Or.)
DR-OR-0001-0004.pdf | WESTLAW| LEXIS | Detail
Date: 05/17/2012
Source: Justia
Protective Order [ECF# 42] (D. Or.)
DR-OR-0001-0007.pdf | Detail
Date: 05/24/2012
Source: PACER [Public Access to Court Electronic Records]
Class Action First Amended Complaint [ECF# 43]
DR-OR-0001-0008.pdf | Detail
Date: 05/29/2012
Source: PACER [Public Access to Court Electronic Records]
Order [ECF# 76] (2012 WL 13055513) (D. Or.)
DR-OR-0001-0017.pdf | WESTLAW | Detail
Date: 06/26/2012
Source: PACER [Public Access to Court Electronic Records]
Opinion and Order (certifying class) [ECF# 78] (283 F.R.D. 587) (D. Or.)
DR-OR-0001-0009.pdf | WESTLAW| LEXIS | Detail
Date: 08/06/2012
Source: PACER [Public Access to Court Electronic Records]
Lane v. Kitzhaber - United States' Memorandum in Support of Motion to Intervene [ECF# 83]
DR-OR-0001-0010.pdf | Detail
Date: 03/27/2013
Source: PACER [Public Access to Court Electronic Records]
Complaint in Intervention of The United States of America [ECF# 106]
DR-OR-0001-0011.pdf | Detail
Date: 05/24/2013
Source: PACER [Public Access to Court Electronic Records]
Opinion and Order [ECF# 164] (2013 WL 6798470) (D. Or.)
DR-OR-0001-0018.pdf | WESTLAW | Detail
Date: 12/19/2013
Source: PACER [Public Access to Court Electronic Records]
Opinion and Order (2014 WL 2807701) (D. Or.)
DR-OR-0001-0012.pdf | WESTLAW | Detail
Date: 06/20/2014
Source: Bloomberg Law
Proposed Settlement Agreement
DR-OR-0001-0013.pdf | Detail
Date: 09/08/2015
Source: U.S. Department of Justice Civil Rights Division, Disability Rights Section
Defendants' Memorandum in Support of Motion to Approve Class Action Settlement [ECF# 357]
DR-OR-0001-0014.pdf | Detail
Date: 11/16/2015
Source: PACER [Public Access to Court Electronic Records]
Amended Order Approving Class Action Settlement [ECF# 382] (166 F.Supp.3d 1180) (D. Or.)
DR-OR-0001-0015.pdf | WESTLAW| LEXIS | Detail
Date: 01/27/2016
Source: PACER [Public Access to Court Electronic Records]
Opinion and Order (2016 WL 589684) (D. Or.)
DR-OR-0001-0016.pdf | WESTLAW | Detail
Date: 02/11/2016
Source: Bloomberg Law
2016 Report to Court [ECF# 403]
DR-OR-0001-0020.pdf | Detail
Date: 03/02/2017
Source: PACER [Public Access to Court Electronic Records]
Order Regarding Plaintiffs' Motion for De Novo Determination of Dispositive Matter Referred by to Magistrate Judge Regarding Production of Documents Required by Settlement Agreement [ECF# 970] (D. Or.)
DR-OR-0001-0019.pdf | Detail
Date: 02/06/2018
Source: PACER [Public Access to Court Electronic Records]
2017 Report to the Court [ECF# 406]
DR-OR-0001-0021.pdf | Detail
Date: 03/23/2018
Source: PACER [Public Access to Court Electronic Records]
show all people docs
Judges Stewart, Janice M. (D. Or.) show/hide docs
DR-OR-0001-0004 | DR-OR-0001-0007 | DR-OR-0001-0009 | DR-OR-0001-0012 | DR-OR-0001-0015 | DR-OR-0001-0016 | DR-OR-0001-0017 | DR-OR-0001-0018
Wilken, Claudia Ann (N.D. Cal.) show/hide docs
DR-OR-0001-0019
Monitors/Masters Terrill, Cathy Ficker (Oregon) show/hide docs
DR-OR-0001-0020 | DR-OR-0001-0021
Plaintiff's Lawyers Christensen, Nathan R. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008
Costanzo, Cathy E. (Massachusetts) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Elliott, Cody J. (Oregon) show/hide docs
DR-OR-0001-9000
English, Stephen F. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-9000
Greenfield, Julia Terese (Oregon) show/hide docs
DR-OR-0001-9000
Gupta, Vanita (District of Columbia) show/hide docs
DR-OR-0001-0013
Johnson, Thomas R. (Oregon) show/hide docs
DR-OR-0001-0013
Joondeph, Robert C. (Oregon) show/hide docs
DR-OR-0001-0013
Krieger, Anna M. (Massachusetts) show/hide docs
DR-OR-0001-0013 | DR-OR-0001-9000
Liday, Steven G. Jr. (Oregon) show/hide docs
DR-OR-0001-9000
Perini-Abbott, Joanna (Oregon) show/hide docs
DR-OR-0001-0013 | DR-OR-0001-9000
Reichman, Lawrence H. (Oregon) show/hide docs
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Roof, Jennifer J. (Oregon) show/hide docs
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Rubin, Bruce A. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Sawyer, Justin C. (Oregon) show/hide docs
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Schwartz, Steven J. (Massachusetts) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Stenson, Thomas (Oregon) show/hide docs
DR-OR-0001-9000
Toner, Bettina (Massachusetts) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Wenk, Theodore E. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Wilde, Kathleen L. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-0013 | DR-OR-0001-9000
Williams, Billy J. (Oregon) show/hide docs
DR-OR-0001-0013
Wrigley, James A. (Oregon) show/hide docs
DR-OR-0001-0001 | DR-OR-0001-0006 | DR-OR-0001-0008 | DR-OR-0001-9000
Defendant's Lawyers Beatty-Walters, Christina L. (Oregon) show/hide docs
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Blaesing, Lauren (Oregon) show/hide docs
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Boss, Frederick M. (Oregon) show/hide docs
DR-OR-0001-0013
Dunbar, John J. (Oregon) show/hide docs
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Englander, Nina R. (Oregon) show/hide docs
DR-OR-0001-9000
Harnden, Edwin A. (Oregon) show/hide docs
DR-OR-0001-9000
Kroger, John R. (Oregon) show/hide docs
DR-OR-0001-0005
Markowitz, David B. (Oregon) show/hide docs
DR-OR-0001-0013
Marshall, S. Amanda (Oregon) show/hide docs
DR-OR-0001-0003 | DR-OR-0001-0011
McIntire, Keith (Oregon) show/hide docs
DR-OR-0001-0013 | DR-OR-0001-0014 | DR-OR-0001-9000
Owens, Laura R. (Oregon) show/hide docs
DR-OR-0001-9000
Ray, Sean P. (Oregon) show/hide docs
DR-OR-0001-9000
Rosenblum, Ellen F. (Oregon) show/hide docs
DR-OR-0001-0014
Scott, Carla (Oregon) show/hide docs
DR-OR-0001-9000
Whitehead, Carson L. (Oregon) show/hide docs
DR-OR-0001-9000
Other Lawyers Barkoff, Alison (District of Columbia) show/hide docs
DR-OR-0001-0003 | DR-OR-0001-0010 | DR-OR-0001-0011
Bond, Rebecca B. (District of Columbia) show/hide docs
DR-OR-0001-0010 | DR-OR-0001-0013
Brown, Adrian L. (Oregon) show/hide docs
DR-OR-0001-0010 | DR-OR-0001-0011 | DR-OR-0001-0013 | DR-OR-0001-9000
Citera, Cheryl (District of Columbia) show/hide docs
DR-OR-0001-9000
Danielson, Kevin C. (Oregon) show/hide docs
DR-OR-0001-9000
Foran, Sheila (District of Columbia) show/hide docs
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Hill, Eve L. (District of Columbia) show/hide docs
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Kline, Regina (District of Columbia) show/hide docs
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Knight, David W. (District of Columbia) show/hide docs
DR-OR-0001-9000
Lapertosa, Max (Pennsylvania) show/hide docs
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Lee, Nicholas (District of Columbia) show/hide docs
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Nichol, Allison (District of Columbia) show/hide docs
DR-OR-0001-0003
Park, H. Justin (District of Columbia) show/hide docs
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Perez, Thomas E. (District of Columbia) show/hide docs
DR-OR-0001-0003 | DR-OR-0001-0010 | DR-OR-0001-0011
Raish, Anne (District of Columbia) show/hide docs
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