Lahens v. AT&T Mobility Puerto Rico, Inc ( 2022 )


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  •            United States Court of Appeals
    For the First Circuit
    No. 20-1972
    FELIX J. LAHENS,
    Plaintiff, Appellant,
    v.
    AT&T MOBILITY PUERTO RICO, INC.,
    Defendant, Appellee.
    APPEAL FROM THE UNITED STATES DISTRICT COURT
    FOR THE DISTRICT OF PUERTO RICO
    [Hon. Marcos E. López, U.S. Magistrate Judge]
    Before
    Howard, Chief Judge,
    Thompson, Circuit Judge,
    and Woodcock, District Judge.
    Anibal Lugo-Miranda for appellant.
    Jose F. Benitez Mier, with whom Ricardo J. Casellas Santana
    and O'Neill & Borges LLC were on brief, for appellee.
    March 16, 2022
       Of the District of Maine, sitting by designation.
    WOODCOCK, District Judge.           The Age Discrimination in
    Employment     Act   ("ADEA")     and    Americans   with   Disabilities      Act
    ("ADA")     prohibit    an   employer     from   discriminating     against   an
    employee based on his age or disability, respectively.              Plaintiff-
    appellant Felix Lahens alleges that his employer, AT&T Mobility
    ("AT&T"), terminated his employment because of his age and because
    he received a liver transplant.             We affirm the district court's
    entry of summary judgment in favor of AT&T.
    I.       Background
    On   review     of   a   district   court's    entry   of   summary
    judgment, we view the record in the light most favorable to the
    non-moving party, Felix Lahens, consistent with record support.1
    Vélez-Ramírez v. Puerto Rico, 
    827 F.3d 154
    , 156 (1st Cir. 2016);
    Ahern v. Shinseki, 
    629 F.3d 49
    , 51 (1st Cir. 2010).
    The district court applied Local Rule 56(e), which permits
    1
    the court to "disregard any statement of fact not supported by a
    specific citation to record material properly considered on
    summary judgment," D.P.R.R. 56(e), to exclude Lahens' version of
    the facts here because Lahens failed to properly contest AT&T's
    statement of material fact. Accordingly our recitation does not
    include those additional, but excluded, facts.        Furthermore,
    Lahens has waived any argument that the district court improperly
    applied Local Rule 56, because he raised this argument for the
    first time in his reply brief. United States v. Jurado-Nazario,
    
    979 F.3d 60
    , 62 (1st Cir. 2020) ("[A]rguments raised for the first
    time in an appellate reply brief [are] ordinarily deemed waived."
    (alterations in Jurado-Nazario) (quoting United States v. Casey,
    
    825 F.3d 1
    , 12 (1st Cir. 2016))).
    - 2 -
    A.     The Parties
    On March 4, 2013, at age fifty-seven, Felix Lahens began
    working at DIRECTV as a Sales Training Manager.            Lahens originally
    applied for a position as a Sales Training Specialist, for which
    he competed alongside Giancarlo Capelli.             However, based on his
    experience, DIRECTV instead hired Lahens as a higher-ranking Sales
    Training Manager, which came with a larger salary and greater
    benefits.     DIRECTV hired Capelli as a Sales Training Specialist.
    In May 2014, DIRECTV entered into a merger agreement with AT&T in
    which DIRECTV became a wholly owned subsidiary of AT&T; however,
    Lahens retained his position as Sales Training Manager.
    As   Sales    Training       Manager,   Lahens     was    primarily
    responsible       for    developing,      administering,      organizing,    and
    conducting employee training programs for DIRECTV's salesforce.
    In   this    position,    Lahens   also    supervised   the    Sales    Training
    Specialists, including        Capelli and another employee, Wilfredo
    Lugo.      As an exempt employee, Sales Training Manager Lahens was
    not required to record the number of hours he worked, nor to clock-
    in and clock-out or use similar timekeeping methods.                        While
    employed at AT&T, Lahens received periodic salary increases and
    the Company never reduced his compensation and employee benefits.2
    2There is no evidence on the record that Lahens' position,
    compensation, or benefits changed when DIRECTV merged with AT&T in
    2014.
    - 3 -
    Beginning in December 2013, Lahens was supervised by
    Senior Sales Manager, Madeline Cuestas.       Upon Cuestas' resignation
    in April 2015, AT&T's Sales and Marketing Executive Director,
    Belkys Mata Mayor, temporarily supervised Lahens from April to May
    2015.     As a supervisor, Mata Mayor held staff meetings with her
    direct reports.       When employees in Mata Mayor's organization were
    assigned to a special project, they were invited to attend the
    part of the staff meeting where the assigned project would be
    discussed.
    In May 2015, AT&T's Senior Manager for Marketing and
    Planning,    Natcha    Rodríguez   Colón,   began    supervising   Lahens.
    Because Lahens no longer reported directly to Mata Mayor after
    Rodríguez Colón became his supervisor, Lahens stopped attending
    Mata Mayor's staff meetings in May 2015.            Rodríguez Colón would
    attend Mata Mayor's meetings and could relay pertinent information
    to Mata Mayor regarding sales trainings.            Even though Rodríguez
    Colón was his official supervisor, Lahens continued to communicate
    directly with Mata Mayor.
    B.     Felix Lahens' Liver Transplant and Medical Leave
    In August 2015, Lahens learned that he needed a liver
    transplant. After he applied for medical leave under Puerto Rico's
    Non-Occupational Temporary Disability Benefits Act (SINOT), AT&T
    granted Lahens medical leave from August 24, 2015, until August
    - 4 -
    30, 2016.        Lahens underwent a successful liver transplant on
    January 29, 2016.
    C.    Felix Lahens' Return from Medical Leave
    On April 4, 2016, Lahens returned from medical leave and
    was   reinstated      as    Sales       Training    Manager        with   the    same
    compensation,       benefits,    and     other     terms     and    conditions    of
    employment that he had prior to going on medical leave.                      On July
    26, 2016, Lahens submitted a request for reasonable accommodation,
    asking for time off to attend medical appointments and checkups
    related to his liver transplant.                The next day, DIRECTV's Human
    Resources Business Partner, Bárbara Bravo, informed Lahens that he
    did not need a reasonable accommodation because he could perform
    all essential functions of his job without one.                       As an exempt
    employee, Lahens had the flexibility to determine his daily and
    weekly work schedule and could accommodate his work schedule to
    attend     medical     appointments         and     checkups       without      prior
    authorization.       At no point before or after his transplant was
    Lahens disciplined for violating any attendance rules or policies.
    D.    The January 9, 2017, Meeting and Internal Complaint
    In    December      2016,     Lahens    presented       the   "Compass"
    program,    which    he    believed      would     improve    DIRECTV's      current
    salesforce training program, to Mata Mayor and Rodríguez Colón.
    Lahens held a meeting on January 9, 2017, with his supervisees,
    Capelli and Lugo, to discuss 2017 sales training plans, including
    - 5 -
    his "Compass" program.           During the meeting, Lahens asked Capelli
    and   Lugo   if    he    could      include    their    names   in    his   proposed
    presentation of the "Compass" program.                 Capelli and Lugo declined
    to    endorse     the   proposed      presentation      because      they   had   not
    participated in its creation and it did not include their input.
    The participants at the meeting dispute what happened
    next.    Capelli and Lugo said that Lahens slammed his laptop shut,
    used profanity, and left the room, allegations Lahens denied.                      On
    January 11, 2017, Capelli filed an internal complaint based on
    Lahens' conduct at the January 9, 2017, meeting.                  AT&T Mobility's
    Human Resources department ("HR") investigated the complaint and
    interviewed Capelli and Lugo.                 Capelli and Lugo told HR their
    version of how Lahens reacted after they informed him that they
    were uncomfortable adding their names to the "Compass" program.
    On February 23, 2017, as part of the investigation
    related to Capelli's internal complaint, HR interviewed Lahens.
    During the interview, Lahens admitted that after Capelli and Lugo
    declined to include their names in the proposed presentation of
    the Compass Program the meeting "got heated."                        Lahens did not
    recall what he said while leaving the meeting but admitted that he
    "got a little bit excited" and that he confronted Capelli in an
    "excited     tone,      but   not    aggressive."         After      reviewing    the
    investigation findings, Rodríguez Colón issued a written warning
    to Lahens on March 10, 2017, citing his unprofessional behavior
    - 6 -
    during the January 9 meeting with Capelli and Lugo.                    The written
    warning did not adversely impact Lahens' compensation, benefits,
    or any other term or condition of his employment.
    E.     Felix Lahens' First Discrimination Complaint
    On March 15, 2017, Lahens sent an e-mail to Angel Rijos,
    Senior Lead Investigator of AT&T's Asset Protection Department,
    voicing his concerns about the legality of including competitors'
    logos, ads, and promotional materials in DIRECTV's sales training
    materials.       On March 21, 2017, Lahens filed an internal complaint
    against Rodríguez Colón alleging that she had retaliated against
    him for voicing his legal concerns. He also alleged that Rodríguez
    Colón issued him a written warning on March 10, 2017, because of
    his age and disability.
    HR     opened    an    investigation       into   Lahens'       internal
    complaint conducted by Sandra Moreno, who did not know Lahens.                    On
    March 24, 2017, Moreno interviewed Lahens who complained that he
    felt underappreciated in his position after returning from his
    liver     transplant,       that   he    had    been    denied     a    reasonable
    accommodation, and that he felt he had been unjustly issued a
    written    warning    in     retaliation       for   complaining       of   possible
    copyright law violations in DIRECTV's training materials.
    Upon concluding its investigation, HR determined Lahens
    had not been disciplined as a result of illegal discrimination or
    retaliation but had instead been issued a written warning on March
    - 7 -
    10, 2017, for becoming disruptive and using profanity during a
    business meeting.           Moreno thus concluded there was no evidence to
    substantiate         the    allegations       in    Lahens'    internal     complaint.
    Moreno communicated the results of the investigation to Lahens on
    May 18, 2017.
    F.     AT&T Mobility's Reorganization
    Prior to AT&T and DIRECTV's merger, DIRECTV hired London
    Consulting to perform an efficiency assessment of its operations.
    As part of the assessment, London Consulting recommended the
    elimination of certain positions, including the Sales Training
    Manager position.
    Upon integrating AT&T and DIRECTV's operations, AT&T
    adopted     London     Consulting's         recommendations       for     DIRECTV   and
    decided that AT&T Mobility Retail Sales Consultants would sell
    DIRECTV services in addition to AT&T products and services.                         AT&T
    did   not    adopt         DIRECTV's    sales       training    program     after   the
    integration.     As a result, AT&T decided there was no longer a need
    for an independent DIRECTV salesforce team to sell DIRECTV's
    services    at   distinct       points       of    sale   or   door-to-door    at   the
    prospective      clients'       homes       or    offices.      Consequently,       AT&T
    implemented      a    reduction        in   force    which     eliminated    DIRECTV's
    salesforce positions within Puerto Rico, effective December 2016.
    With the elimination of DIRECTV's sales force positions, there was
    no longer a need to develop, organize, or coordinate training
    - 8 -
    programs exclusively to increase DIRECTV sales in Puerto Rico.
    Furthermore,       AT&T    already        had     an    internal        training     team
    responsible for developing,               coordinating, and providing sales
    training     programs     to   its    pre-integration              salesforce.       Upon
    integration, this team, not the DIRECTV sales training team, would
    train AT&T's salesforce.
    G.     AT&T's Reduction in Force
    In July 2017, AT&T announced a surplus reduction in force
    ("RIF") as a result of these post-integration changes.                        As part of
    the   RIF,   AT&T    designated       a    group       of   DIRECTV     directors--the
    "Decisional    Unit"--which,         together       with     the    AT&T    Mobility    HR
    Business Partner, Militza Piñero, would consider AT&T's post-
    integration    needs      to   determine        which       positions      would   become
    redundant.     The DIRECTV directors assigned to the Decisional Unit
    were Ayme Román Garcia, Mata Mayor, and Brenda Ponte Hernandez.
    Because AT&T eliminated DIRECTV's salesforce, opted to
    no longer sell DIRECTV's prepaid services, consolidated AT&T and
    DIRECTV retail locations, and already had a team in place to train
    Retail     Sales    Consultants       to     sell       DIRECTV's       services,      the
    Decisional Unit      adopted London Consulting's recommendation to
    eliminate certain positions.              Consequently, AT&T eliminated seven
    positions, including Lahens'               Sales Training Manager position.
    Based on a HR note dated March 17, 2017, Lahens' position was on
    AT&T's list for surplus elimination as early as spring 2017.                         This
    - 9 -
    HR note forms one of the bases of Lahens' argument that AT&T's
    stated reason for his dismissal was a pretext.
    H.     Felix Lahens' Termination and Second Internal Complaint
    On July 31, 2017, Lahens received a surplus notification
    letter from AT&T indicating that AT&T was eliminating his Sales
    Training Manager position as part of the RIF. AT&T notified Lahens
    that his last day of employment would be September 29, 2017, and
    that he would be eligible to receive severance benefits under the
    applicable severance plan if he signed and returned a General
    Release and Waiver.
    On August 14, 2017, Lahens filed a second internal
    complaint    alleging   that    AT&T's     decision     to   terminate   his
    employment was motivated by Mata Mayor's alleged practice of
    excluding    Lahens   because   of   his    age   and    disability.      HR
    investigated Lahens' complaint and interviewed Lahens about his
    allegations.    On September 13, 2017, the complaint investigator,
    Eliza Pérez, contacted Lahens to inform him that the investigation
    was complete and revealed no evidence that AT&T eliminated his
    position because of his age.     HR found that AT&T based its surplus
    decisions on categorical position elimination, not on age or any
    other protected category.
    Following the devastation of Hurricane Maria in Puerto
    Rico, AT&T informed Lahens and other employees who were impacted
    by the RIF that AT&T was extending their last day of employment
    - 10 -
    from September 29, 2017, to December 30, 2017, and that they would
    continue to receive their full salary and benefits until that day,
    whether they reported to work or not.           AT&T continued to pay Lahens
    his full compensation and benefits until December 30, 2017, when
    his employment termination became effective.
    Finally,     on     March      1,    2019,    well     after      Lahens'
    termination,   Capelli,       who   had    previously     occupied       the    Sales
    Training   Specialist    position,        was   transferred       to   the     Senior
    Training   Mgr/Instructor           position.           The     Senior    Training
    Mgr/Instructor position is not the same as the Sales Training
    Manager position at AT&T and lacks supervisory responsibilities.
    I.    The Discrimination Complaint
    On March 27, 2018, Lahens filed a complaint with the
    Antidiscrimination Unit of the Puerto Rico Department of Labor and
    Human Resources ("ADU") alleging that AT&T discriminated against
    him due to his age and disability.              Lahens thereafter received a
    right to sue letter on October 2, 2019, and filed a complaint in
    the United States District Court for the District of Puerto Rico
    on October 16, 2018.         In the complaint Lahens alleged disability
    discrimination under the ADA and age discrimination under the
    ADEA.3
    3  Lahens also proceeded with a retaliation claim under Title
    VII of the Civil Rights Act of 1964 and with alleged violations of
    1 L.P.R.A. § 501 (Law 44); 29 L.P.R.A. § 146 (Law 100); 29 L.P.R.A.
    - 11 -
    On September 8, 2020, the district court4 granted summary
    judgment in favor of AT&T and dismissed the complaint.   Lahens v.
    AT&T Mobility P.R., Inc., No. 18-1776(MEL), 
    2020 U.S. Dist. LEXIS 163861
     (D.P.R. Sept. 8, 2020).   The district court concluded that
    all allegedly discriminatory acts predating May 31, 2017, were
    time-barred.5   Id. at *31-33.     The district court thereafter
    concluded that Lahens failed to make out prima facie cases of
    discrimination under either the ADA or ADEA and failed to show
    that AT&T's stated reason for his termination was pretextual.   Id.
    at *38-59.   The district court dismissed with prejudice Lahens'
    federal claims (ADA, ADEA, and Title VII retaliation) and their
    respective state counterparts (Puerto Rico Laws 44, 100, and 115).
    Id. at *46, 59-60, 62-63, 65.     The district court declined to
    exercise supplemental jurisdiction over the Puerto Rico Article
    1802 and Law 80 claims and dismissed them without prejudice.    Id.
    at 66.
    § 185a (Law 80); 28 L.P.R.A. § 194 (Law 115); and Article 1802 of
    the Puerto Rico Civil Code.
    4 On March 13, 2019, the parties filed a consent to proceed
    before the Magistrate Judge pursuant to 
    28 U.S.C. § 636
    (c).
    5 The district court found that Lahens filed an administrative
    charge with the ADU on March 27, 2018, and that the 300-day period
    under 42 U.S.C. § 2000e-5(e)(1) allowed the capture of events from
    May 31, 2017, onward. Id. at 31-32
    In addition, the district court also found there was "[n]o
    evidence or argument . . . proffered to demonstrate that the
    continuing violation doctrine applie[d] to this case."       Id. at
    *31-36.   Lahens has not challenged on appeal this part of the
    district court's ruling.
    - 12 -
    On   September     25,    2020,     AT&T    filed     a   motion   for
    reconsideration requesting that the district court dismiss all
    claims with prejudice.        On December 17, 2020, the district court
    granted    AT&T's    motion   for    reconsideration       and    dismissed    with
    prejudice the Puerto Rico Article 1802 and Law 80 claims.                  Lahens
    v. AT&T Mobility P.R., Inc., No. 18-1776(MEL), 
    2020 U.S. Dist. LEXIS 238974
     (D.P.R. Dec. 17, 2020).             Lahens appeals the district
    court's grant of summary judgment, and district court's grant of
    AT&T's motion for reconsideration on Lahens' Law 80 and Article
    1802 claims.
    II.     Discussion
    On   a   motion   for    summary    judgment,    the      movant   must
    demonstrate that "there is no genuine dispute as to any material
    fact" and is therefore "entitled to judgment as a matter of law."
    Fed. R. Civ. P. 56(a); see also Murray v. Kindred Nursing Ctrs. W.
    LLC, 
    789 F.3d 20
    , 25 (1st Cir. 2015).                  On appeal, we review a
    district court's grant of summary judgment de novo, "drawing all
    reasonable inferences in favor of the non-moving party while
    ignoring    conclusory    allegations,         improbable        inferences,    and
    unsupported speculation."       Pruco Life Ins. Co. v. Wilmington Trust
    Co., 
    721 F.3d 1
    , 6-7 (1st Cir. 2013) (internal quotation marks
    omitted) (quoting Sutliffe v. Epping Sch. Dist., 
    584 F.3d 314
    , 325
    (1st Cir. 2009)).      We may affirm the grant of summary judgment "on
    any basis apparent in the record."             Id. at 7.
    - 13 -
    A. Time-Barred Claims
    On appeal, Lahens did not challenge the district court's
    conclusion that it could only consider allegedly discriminatory
    acts post-dating May 31, 2017, in its summary judgment analysis
    and at oral argument, Lahens' counsel confirmed that Lahens could
    not recover for any discrimination occurring before May 31, 2017.
    See Macaulay v. Anas, 
    321 F.3d 45
    , 49 (1st Cir. 2003) ("[P]arties
    are bound by their attorneys' representations . . . and courts are
    entitled to take those representations at face value." (internal
    citation omitted)).    Lahens therefore has waived any argument that
    his pre-May 31, 2017, claims are not time-barred.                 See United
    States v. Mayendía-Blanco, 
    905 F.3d 26
    , 32 (1st Cir. 2018) ("[I]t
    is a well-settled principle that arguments not raised by a party
    in its opening brief are waived." (citing Landrau-Romero v. Banco
    Popular de P.R., 
    212 F.3d 607
    , 616 (1st Cir. 2000))).
    Despite this concession, on appeal, Lahens identifies
    the   following     events    as   evidence   of   age    and     disability
    discrimination: (1) his effective demotion from Sales Training
    Manager to Sales Training Specialist upon his return from medical
    leave in April 2016, after which he allegedly no longer supervised
    Capelli and Lugo; (2) Mata Mayor's alleged refusal to supervise
    Lahens after he returned from medical leave because of his age and
    disability;   (3)    Mata    Mayor's   exclusion   of    Lahens    from   her
    supervisory meetings due to his age and disability, beginning in
    - 14 -
    2015 when Lahens became aware of his medical condition; (4) AT&T's
    refusal to grant a reasonable accommodation upon Lahens' return
    from medical leave in 2016; (5) Mata Mayor's alleged decision to
    fire Lahens which he claims occurred as early as March 2017; (6)
    Mata Mayor's alleged strategic promotion of Capelli to protect him
    from the RIF, thereby bypassing Lahens for the job; and (7)
    Rodríguez Colón's alleged retaliation against Lahens for voicing
    his concerns about copyright issues at AT&T.     Each of these claims
    is time-barred because the underlying conduct or events occurred
    prior to May 31, 2017.
    The   elimination   of   the   time-barred    acts   leaves   as
    Lahens' only potentially viable claim his contention that he was
    terminated because of his age and disability.          On July 31, 2017,
    AT&T notified Lahens that his position was to be eliminated
    effective September 29, 2017, although he was not officially
    terminated until December 30, 2017, meaning that his termination
    took place within the statute of limitations.
    B. ADEA Claim
    Pursuant to the ADEA, an employer may not "discharge any
    individual or otherwise discriminate against any individual with
    respect to his compensation, terms, conditions, or privileges of
    employment, because of such individual's age."          Suarez v. Pueblo
    Int'l, Inc., 
    229 F.3d 49
    , 53 (1st Cir. 2000) (quoting 
    29 U.S.C. § 623
    (a)(1)).   The plaintiff bears the "burden of proving that his
    - 15 -
    years were the determinative factor in his discharge, that is,
    that he would not have been fired but for his age."      Dávila v.
    Corporación de P.R. Para La Difusión Pública, 
    498 F.3d 9
    , 15 (1st
    Cir. 2007) (quoting Mesnick v. Gen. Elec. Co., 
    950 F.2d 816
    , 823
    (1st Cir. 1991)).    When "an employee lacks direct evidence that
    the employer's actions were motivated by age animus, the McDonnell
    Douglas burden-shifting framework" applies.    Suarez, 
    229 F.3d at
    53 (citing Mesnick, 
    950 F.2d at 823
    ).
    Under step-one of this framework, the plaintiff must
    establish a prima facie case of age discrimination.   Mesnick, 
    950 F.2d at
    823 (citing McDonnell Douglas Corp. v. Green, 
    411 U.S. 792
    , 802 (1973)).   To do so, the plaintiff must prove: "(i) he was
    at least forty years old at the time of his termination; (ii) he
    was meeting the employer's legitimate performance expectations;
    (iii) he was terminated from his employment; and (iv) 'the employer
    did not treat age neutrally or that younger persons were retained
    in the same position.'"   Zampierollo-Rheinfeldt v. Ingersoll-Rand
    de P.R., Inc., 
    999 F.3d 37
    , 50 (1st Cir. 2021) (quoting LeBlanc v.
    Great Am. Ins. Co., 
    6 F.3d 836
    , 842 (1st Cir. 1993)).          The
    plaintiff's prima facie burden is "not onerous."      Mesnick, 
    950 F.2d at 823
     (quoting Tex. Dep't of Cmty. Affairs v. Burdine, 
    450 U.S. 248
    , 253 (1981)).
    The burden then shifts to the employer to show "a
    legitimate, non-discriminatory reason" for the adverse employment
    - 16 -
    action.      Zampierollo-Rheinfeldt,        999    F.3d     at   51   (internal
    quotation marks omitted) (quoting Theidon v. Harvard Univ., 
    948 F.3d 477
    , 495 (1st Cir. 2020)).         Assuming the employer meets this
    burden of production, the burden of persuasion shifts back to the
    employee "to show, by a preponderance of the evidence, that the
    reason offered by the employer is merely a pretext and the real
    motivation for the adverse job action was age discrimination."
    Velázquez-Fernández v. NCE Foods, Inc., 
    476 F.3d 6
    , 11 (1st Cir.
    2007) (citing Woodman v. Haemonetics Corp., 
    51 F.3d 1087
    , 1091-92
    (1st Cir. 1995)).
    We conclude that Lahens has failed to establish a triable
    issue of fact on his ADEA claim.            Lahens may have met the "not
    onerous" burden of showing a prima facie case of age discrimination
    because five out of seven employees terminated in the RIF were at
    least forty years old.     See Zampierollo-Rheinfeldt, 999 F.3d at 57
    (concluding that summary judgment was inappropriate where three
    out of four employees terminated in a RIF were at least forty years
    old and there was direct evidence of discrimination); but see
    LeBlanc, 
    6 F.3d at 844
     (holding that the plaintiff did not make
    out a prima facie age discrimination case where two out of three
    employees terminated in a RIF were members of a protected class).
    But   we   need   not   decide   this   issue     because    Lahens    did   not
    demonstrate that AT&T's stated reason for his termination was a
    pretext.
    - 17 -
    i.   Pretext
    When analyzing pretext under the ADEA we "focus . . . on
    the perception of the decisionmaker."      Mesnick, 
    950 F.2d at 824
    (quoting Gray v. New England Tel. & Tel. Co., 
    792 F.2d 251
    , 256
    (1st Cir. 1986)).   In other words, we assess "whether the employer
    believed its stated reason [for termination] to be credible."        
    Id.
    The plaintiff must therefore "elucidate specific facts which would
    enable a jury to find that the reason given is not only a sham,
    but a sham intended to cover up the employer's real motive: age
    discrimination."    
    Id.
       (quoting   Medina-Munoz   v.   R.J.   Reynolds
    Tobacco Co., 
    896 F.2d 5
    , 9 (1st Cir. 1990)).         A plaintiff may
    establish pretext "by showing 'such weaknesses, implausibilities,
    inconsistencies,    incoherencies,    or   contradictions'      in   the
    employer's offered reasons for the termination that a 'reasonable
    factfinder could rationally find them unworthy of credence and
    hence infer that the employer did not act for the asserted non-
    discriminatory reasons.'"    Bonefont-Igaravidez v. Int'l Shipping
    Corp., 
    659 F.3d 120
    , 124 (1st Cir. 2011) (quoting Gómez-González
    v. Rural Opportunities, Inc., 
    626 F.3d 654
    , 662-63 (1st Cir.
    2010)).
    To show pretext, Lahens points to a HR personnel entry
    dated March 17, 2017, referencing a meeting between members of
    AT&T's HR Department and AT&T's legal team where they discussed
    Lahens' March 17, 2017, email to Rijos about potential copyright
    - 18 -
    violations in the Company's training materials.                This HR note
    states that Lahens' position had been earmarked for elimination in
    the RIF, which he argues is evidence that AT&T's justification for
    terminating his position was merely pretextual.              Lahens further
    argues pretext based on allegations that Mata Mayor "distanced
    herself from [him]," excluded him from upper management staff
    meetings, while including Capelli in those meetings, and saved
    Capelli's position from termination.
    We cannot consider these allegations in our analysis on
    this point.    Arguments that Mata Mayor distanced herself from
    Lahens, excluded him from meetings, and saved Capelli's position
    from   termination   are   time-barred      because   the   alleged   conduct
    occurred prior to May 31, 2017.
    Lahens' only remaining potentially viable claim—that he
    was terminated because of his age—is without merit as none of the
    facts alleged could lead a reasonable factfinder to conclude that
    the RIF was not only a sham, but a sham designed to cover up
    discrimination.      From    our   reading     of     the   record,   DIRECTV
    contemplated reducing its operations as early as 2015, when it
    retained London Consulting to perform an efficiency assessment of
    its operations, which AT&T later adopted in the merger.                London
    Consulting thereafter recommended that DIRECTV, and later, AT&T,
    eliminate the Sales Training Manager position nationwide.                This
    recommendation was based on how AT&T would integrate DIRECTV's
    - 19 -
    services.     When AT&T and DIRECTV merged, AT&T eliminated the
    DIRECTV sales training program but retained its own sales team.
    The Decisional Unit responsible for making final RIF decisions,
    which included Mata Mayor and several other directors,6 thereafter
    adopted London Consulting's recommendation to eliminate multiple
    positions, including Lahens' position.
    Importantly,   the    Decisional   Unit   acted   pursuant   to
    London Consulting's recommendations.           There is nothing in the
    record suggesting that Lahens' termination was anything but a
    legitimate business decision consistent with the recommendations
    of an outside consultant.        See Dunn v. Trs. of Bos., 
    761 F.3d 63
    ,
    71-72 (1st Cir. 2014)(stating that "in deciding which employees to
    lay off, an employer can 'determine which of [them] would best
    meet its ongoing business needs,' including by considering their
    'particular expertise'" (quoting Sullivan v. Liberty Mut. Ins.
    Co., 
    825 N.E.2d 522
    , 538 (Mass. 2005))). While Lahens may perceive
    6 Mata Mayor was a member of the Decisional Unit, however,
    Lahens fails to present evidence that she was in charge of the
    Decision Unit, or that it was solely her decision to terminate his
    position. See Bennett v. Saint-Gobain Corp., 
    507 F.3d 23
    , 31 (1st
    Cir. 2007) ("When assessing a claim of pretext in an employment
    discrimination case, an inquiring court must focus on the
    motivations and perceptions of the actual decisionmaker." (citing
    Dávila, 
    498 F.3d at 16
    )).     Nor does Lahens allege that other
    members of the Decisional Unit were biased against him in any way.
    See 
    id.
     (holding that the termination of an employee was not
    pretextual when there was no evidence of complicity between the
    actual decisionmaker and another supervisor shown to have
    discriminatory animus).
    - 20 -
    the result as "unfair," it is well established that we "may not
    sit as super personnel departments, assessing the merits--or even
    the   rationality--of         employers'      nondiscriminatory      business
    decisions."    Mesnick, 
    950 F.2d at
    825 (citing Furnco Const. Corp.
    v. Waters, 
    438 U.S. 567
    , 578 (1978)).            The record reflects non-
    pretextual    grounds   for    a   reasoned   business   decision,    and    in
    following London Consulting's recommendations, the record does not
    support the conclusion that the Decisional Unit terminated Lahens
    for anything other than credible business justifications.                   See
    Bennett v. Saint-Gobain Corp., 
    507 F.3d 23
    , 31 (1st Cir. 2007)
    ("[T]he plaintiff must show that the decisionmaker did not believe
    in the accuracy of the reason given.").
    Nor is the March 17, 2017, HR note suggesting that AT&T
    decided to terminate Lahens' position as early as March 2017 of
    "such strength and quality as to permit a reasonable finding that
    the . . . [termination] was obviously or manifestly unsupported."
    Ruiz v. Posadas de San Juan Assocs., 
    124 F.3d 243
    , 248 (1st Cir.
    1997) (alterations and emphasis in Ruiz) (quoting Brown v. Trs. of
    Bos. Univ., 
    891 F.2d 337
    , 346 (1st Cir. 1989)).          The March 2017 HR
    note states: "Ana then brought up as an FYI that [Lahens] is on
    the list for an upcoming surplus because his position is being
    eliminated.     Zahira stated that at this time that [we] should
    proceed as business as usual."        This statement makes no reference
    to Lahens' age and is consistent with other evidence on the record
    - 21 -
    that       Lahens'    position      was   eliminated       because     of   the   post-
    integration surplus.7               Looking at the March 2017 HR note, no
    reasonable      juror       would   be    able    to    conclude   that     Lahens   was
    terminated because of his age and not because of the RIF.
    What is more, AT&T implemented the RIF evenhandedly and
    eliminated surplus positions without regard to the age of any
    employee.           Along   with    Lahens'      position,      AT&T   eliminated    the
    following positions: Associate Tech Network Services (age 39),
    Lead       Public    Relations      Manager      (age    44),    Post-Venta    Prepago
    Coordinator (age 40), Sales Merchandise Supervisor (age 40), and
    Trade Marketing Specialist (age 39).                    All these individuals were
    younger than Lahens (and two were under the ADEA's forty-year-old
    threshold), which further confirms that AT&T did not base RIF
    decisions on age and Lahens was not singled out for discriminatory
    reasons.       See Brader v. Biogen Inc., 
    983 F.3d 39
    , 57 (1st Cir.
    2020) (holding that evidence that the employer also terminated
    other employees as part of a reduction in force and new business
    strategy weighs against a finding of pretext); Suarez, 
    229 F.3d at 55
     (concluding that plaintiff had not alleged discrimination where
    "changes were administered even-handedly" to similarly situated
    This note further contradicts Lahens' argument that it was
    7
    Mata Mayor's decision, in particular, to terminate him as early as
    March 2017.     The note makes no reference to Mata Mayor's
    involvement in the surplus decision.
    - 22 -
    individuals).   Nor is there any suggestion that Lahens was offered
    a different severance package than other terminated employees.
    The district court correctly determined that there was
    no genuine dispute that AT&T's non-discriminatory justification
    for terminating Lahens was not pretextual.
    C. ADA Claim
    Lahens' ADA claim fails for similar reasons.8 To succeed
    in an ADA claim      absent direct evidence of discrimination, a
    plaintiff    must   make   out   a    prima     facie   case   of   disability
    discrimination and, under the McDonnell Douglas burden shifting
    framework, show that the employer's non-discriminatory reason for
    dismissal was pretextual.        Ramos-Echevarría v. Pichis, Inc., 
    659 F.3d 182
    , 186-87 (1st Cir. 2011).             Raising the same arguments he
    brought in his ADEA claim, Lahens fails to present evidence that
    raises a genuine dispute as to whether the RIF was merely a pretext
    for dismissing him because of his liver transplant.             We affirm the
    district court's grant of summary judgment on Lahens' ADA claim
    for the same reasons we affirm the district court's grant of
    summary judgment on his ADEA claim: the record simply does not
    support his disability discrimination claim.
    8 All of the facts underpinning Lahens' ADA claim, all but
    his termination, that is, are time-barred: Lahens made his request
    for reasonable accommodation on July 26, 2016, and was denied on
    July 27, 2016. Both the request and denial predated May 31, 2017.
    - 23 -
    D. Commonwealth Law Claims
    Lahens    argues     that     the   district     court   erred     in
    dismissing his Puerto Rico law claims with prejudice.                  At oral
    argument Lahens stated that a favorable appellate outcome would
    necessarily revive his Commonwealth claims that the district court
    dismissed with prejudice in its order granting summary judgment
    and its order granting AT&T's motion for reconsideration.                      We
    disagree.
    Law 44 and Law 100 are the Puerto Rico law analogues of
    the ADA and ADEA, respectively, and require the same elements of
    proof.   See, e.g., Torres v. House of Representatives of the
    Commonwealth of P.R., 
    858 F. Supp.2d 172
    , 194 (D.P.R. 2012) ("[Law
    44] was modeled after the ADA.          It was intended to harmonize Puerto
    Rico law with the federal statutory provisions of the ADA.                  Thus,
    the elements of proof for a claim under Law 44 are essentially the
    same as for a claim under the ADA." (internal citations omitted));
    Varela Teron v. Banco Santander de P.R., 
    257 F. Supp. 2d 454
    , 462
    (D.P.R. 2003) ("Law No. 100 is the Puerto Rico equivalent of the
    federal ADEA.").      To the extent that Lahens has failed to make out
    valid ADA and ADEA claims, he similarly cannot succeed on his Law
    44 and Law 100 claims.
    Our analysis of Lahens' ADA and ADEA claims similarly
    dispenses   with     his   Law   115   claim,   which   is   the   Puerto    Rico
    equivalent of Title VII's antiretaliation provision.               See Wirshing
    - 24 -
    v. Banco Santander de P.R., 
    254 F. Supp. 3d 271
    , 277 (D.P.R. 2015).
    Because Lahens failed to meet his burden of showing that AT&T's
    stated     reason      for   his   dismissal     was     pretextual      he    cannot
    successfully allege that he was retaliated against in violation of
    Law 115.       See Salgado-Candelario v. Ericsson Caribbean, Inc., 
    614 F. Supp. 2d 151
    , 177 (D.P.R. 2008) ("Inasmuch as plaintiff has
    failed    to    make    [a   showing   that     the   alleged   reason        for   her
    termination was a pretext], plaintiff's retaliation claim under
    Law 115 fails.").
    Similarly,     under    Law    80,     Puerto    Rico's        wrongful
    discharge statute, a plaintiff who cannot meet his burden to show
    pretext under the McDonnell Douglas framework cannot make out a
    claim for wrongful discharge under Law 80 because the employer has
    "good cause" for the termination.               See Acevedo v. Stericycle of
    P.R., Inc., No. 19-1652 (JAG), 
    2020 U.S. Dist. LEXIS 39720
    , at *12
    (D.P.R.        Mar.     6,    2020)     ("[A]n         employer's     legitimate,
    nondiscriminatory reason proffered to sustain its burden under the
    McDonnell Douglas framework constitute[s] good cause under Law No.
    80." (citing Sanchez Borgos v. Venegas Constr. Corp., No. 07-
    1592(SEC), 
    2009 U.S. Dist. LEXIS 28180
    , at *20 (D.P.R. Mar. 31,
    2009))); Sanchez Borgos, 
    2009 U.S. Dist. LEXIS 28180
    , at *20
    ("These economic reasons [resulting in a reduction in force and a
    reduction in operations] are understandable, and constitute good
    cause both under ADEA, Law 115, and Law 80.").
    - 25 -
    Given the outcome of this appeal, our analysis above
    disposes with Lahens' Law 80 claim.
    Finally, to the extent that Lahens appeals his Article
    1802 claim, we deem it waived.     Unlike the Law 44, 80, 100, and
    115 claims, the district court's dismissal with prejudice of the
    Article 1802 claim did not rest on the coterminous merits of the
    federal claims.    Instead, the district court ruled that Lahens
    could not proceed with an Article 1802 claim grounded on the same
    facts underpinning his statutory employment claims and, therefore,
    the statutory claims superseded his Article 1802 claim.      On this
    point, Lahens may not rely on appeal on the coterminous federal
    statutory employment arguments because the issues presented by the
    Article 1802 claim are not coterminous with the federal issues.
    Lahens failed to mention a basis for challenging the
    district court's ruling that the employment statutes superseded
    his   Article   1802   claim.   Specifically,   Lahens   provides   no
    supporting argument that the district court improperly barred his
    Article 1802 claim or that AT&T committed tortious conduct separate
    from his employment claims and therefore waives this issue on
    appeal.   United States v. Zannino, 
    895 F.2d 1
    , 17 (1st Cir. 1990)
    (explaining that it is a "settled appellate rule that issues
    adverted to in a perfunctory manner, unaccompanied by some effort
    at developed argumentation, are deemed waived").
    - 26 -
    III.   Conclusion
    Affirmed.   Each party is to bear its own litigation
    costs.
    - 27 -
    

Document Info

Docket Number: 20-1972P

Filed Date: 3/16/2022

Precedential Status: Precedential

Modified Date: 3/16/2022

Authorities (21)

52 Fair empl.prac.cas. 253, 52 Empl. Prac. Dec. P 39,659 ... , 896 F.2d 5 ( 1990 )

Velazquez-Fernandez v. NCE Food, Inc. , 476 F.3d 6 ( 2007 )

Gomez-Gonzalez v. Rural Opportunities, Inc. , 626 F.3d 654 ( 2010 )

United States v. Ilario M.A. Zannino , 895 F.2d 1 ( 1990 )

Macaulay v. Anas , 321 F.3d 45 ( 2003 )

Dávila v. Corporación De Puerto Rico Para La Difusión ... , 498 F.3d 9 ( 2007 )

Woodman v. Haemonetics Corp. , 51 F.3d 1087 ( 1995 )

Bonefont-Igaravidez v. International Shipping Corp. , 659 F.3d 120 ( 2011 )

40-fair-emplpraccas-1597-41-empl-prac-dec-p-36451-irving-p-gray-v , 792 F.2d 251 ( 1986 )

Ramon M. Suarez v. Pueblo International, Inc. , 229 F.3d 49 ( 2000 )

Bennett v. Saint-Gobain Corp. , 507 F.3d 23 ( 2007 )

Ahern v. Shinseki , 629 F.3d 49 ( 2010 )

Ramos-Echevarria v. Pichis, Inc. , 659 F.3d 182 ( 2011 )

Theodore L. Leblanc v. Great American Insurance Company , 6 F.3d 836 ( 1993 )

Samuel Mesnick v. General Electric Company , 950 F.2d 816 ( 1991 )

Ivan RUIZ, Et Al., Plaintiffs, Appellants, v. POSADAS DE ... , 124 F.3d 243 ( 1997 )

Furnco Construction Corp. v. Waters , 98 S. Ct. 2943 ( 1978 )

McDonnell Douglas Corp. v. Green , 93 S. Ct. 1817 ( 1973 )

Salgado-Candelario v. Ericsson Caribbean, Inc. , 614 F. Supp. 2d 151 ( 2008 )

Varela Teron v. Banco Santander De Puerto Rico , 257 F. Supp. 2d 454 ( 2003 )

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