Haas v. ADVO Systems Inc ( 1999 )


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  •               IN THE UNITED STATES COURT OF APPEALS
    FOR THE FIFTH CIRCUIT
    _______________
    No. 98-20535
    Summary Calendar
    _______________
    RON HAAS,
    Plaintiff-Appellant,
    VERSUS
    ADVO SYSTEMS, INCORPORATED,
    Defendant-Appellee.
    _________________________
    Appeal from the United States District Court
    for the Southern District of Texas
    _________________________
    February 10, 1999
    Before JOLLY, SMITH, and WIENER, Circuit Judges.
    JERRY E. SMITH, Circuit Judge:
    Ron Haas appeals a summary judgment in favor of ADVO Systems,
    Incorporated (“ADVO”), on Haas's claim of age discrimination in
    violation of the Age Discrimination in Employment Act (“ADEA”).
    Because Haas raises a genuine issue of material fact regarding
    evidence of a nondiscriminatory motive, we reverse and remand.
    I.
    Haas submitted an application to ADVO for a Sales Manager
    position.   He interviewed with Craig Rosengarden, ADVO’s Vice
    President for Sales.   The interview lasted eighty minutes, during
    which Rosengarden commented that Haas was the “first well qualified
    candidate that he had met.”      Haas then met with Jean Dickson,
    ADVO’s Human Resource Manager, for another sixty to eighty minutes.
    Haas was called back to ADVO for a second interview, in which
    Rosengarden told him that he had offered the Sales Manager position
    to another person who had turned it down, leaving Haas and Marie
    Barden as the finalists.   Rosengarden added that his only concern
    about hiring Haas was his age.
    About a week later, Haas was invited to meet with Greg
    Parnell, who was ADVO’s Regional Vice President and the official
    with ultimate hiring authority over the Sales Manager position.
    This interview lasted approximately two hours. Shortly thereafter,
    Dickson informed Haas that he was not hired.   The reason given was
    that Rosengarden felt that the chemistry was better with Barden.
    At the time, Haas was fifty-four years old, Barden thirty-four.
    II.
    This court generally analyzes claims under the ADEA via the
    burden shifting approach in McDonnell Douglas Corp. v. Green,
    2
    
    411 U.S. 792
    (1972).       See Ross v. University of Tex., 
    139 F.3d 521
    ,
    525 (5th Cir. 1998).       The plaintiff    must carry the initial burden
    of establishing a prima facie case of discrimination.                  McDonnell
    
    Douglas, 411 U.S. at 802
    .       Haas has done this by showing that (1)
    he belongs to a protected class; (2) he applied for and was
    qualified for a position that was seeking applicants; (3) he was
    rejected; and (4) following his rejection, another applicant not of
    the protected class was hired.         See 
    id. Thereafter, the
    burden shifts to the employer, which must
    articulate     “some   legitimate,    nondiscriminatory       reason    for   the
    employee’s rejection.”        
    Id. ADVO’s argument
    that Barden was the
    better   of    the   two   candidates,     on   the   basis    of   experience,
    qualifications, and chemistry, suffices to meet this burden.                  Cf.
    
    id. at 802-03.
    Lastly, Haas must be afforded an opportunity to rebut ADVO’s
    purported explanation, to show that the reason given is merely
    pretextual.     
    Id. at 804.
        In determining whether Haas's rebuttal
    rescues him from summary judgment, we look to whether he has
    “raise[d] a genuine issue of material fact as to whether he has
    established pretext.”       Nichols v. Loral Vought Sys. Corp., 
    81 F.3d 38
    , 41 (5th Cir. 1996).       In so doing, we look at rebuttal evidence
    in tandem with evidence presented as part of the prima facie case.
    
    Id. Haas's only
      evidence     that   possibly    could    rebut    ADVO’s
    3
    explanation is the statements made by Rosengarden regarding Haas's
    age.    Between his second and third interviews, Haas was told by
    Rosengarden that Rosengarden’s “only concerns about hiring [Haas]
    were [his] age . . . .”    Construing all reasonable inferences in
    favor of Haas, we find that this statement, in light of its
    circumstances, precludes summary judgment.
    Although, as ADVO forcefully argues, ParnellSSand not Rosen-
    gardenSShad ultimate hiring authority, it would be inappropriate
    for us to infer that Rosengarden’s recommendation to Parnell
    regarding Haas was both (1) free from the taint of his concerns
    regarding Haas's age and (2) inconsequential to Parnell’s final
    decision.     It is more reasonable to infer that Rosengarden’s
    expressed concern over lack of “chemistry” between the office and
    Haas was linked to Haas's age and that Rosengarden’s input indeed
    was influential in Parnell’s decision making.
    Instructive in our treatment of Rosengarden’s remarks is
    Brown v. CSC Logic, Inc., 
    82 F.3d 651
    , 655-56 (5th Cir. 1996), in
    which we noted that
    remarks may serve as sufficient evidence of age
    discrimination if the offered comments are: 1) age
    related; 2) proximate in time to the [employment
    decision]; 3) made by an individual with authority over
    the employment decision at issue; and 4) related to the
    employment decision at issue. Comments that are “vague
    and remote in time” are insufficient to establish
    discrimination.
    
    Id. at 655.
    Rosengarden’s statements were not “vague and remote in
    4
    time,” but rather were closely connected in subject matter and time
    to the employment decision.              Brown suggests, therefore, that
    Rosengarden’s comments be viewed as evidence of discrimination as
    a matter of law.
    We   also   reject    ADVO’s    argument     that   only   Parnell    was a
    relevant decision maker and that Rosengarden exerted no influence
    over Parnell’s ultimate decision. The record does not support this
    argument, and the inference we make must be to the contrary.
    Likewise, we reject ADVO’s assertion that no causal nexus between
    Rosengarden’s statements and Parnell’s decision exists as a matter
    of law.1
    Because we do not construe Haas's evidence to constitute
    “direct evidence” of discrimination, however, we do not reach the
    issue     of   ADVO’s   mixed-motives        defense.2    Instead,     we   merely
    conclude       that     Rosengarden’s        statements    provide      indirect,
    inferential evidence of discrimination, albeit sufficient evidence
    to defeat summary judgment.
    The summary judgment is REVERSED, and this matter is REMANDED
    1
    See Long v. Easterfield College, 
    88 F.3d 300
    , 307 (5th Cir. 1996) (“The
    degree to which [the ultimate hiring officer]’s decisions were based on his own
    independent investigation is a question of fact which has yet to be resolved at the
    district court level.     Viewing the evidence in the light most favorable to
    [plaintiffs], we must assume on appeal that [hiring officer] merely 'rubber stamped'
    the recommendations of [his subordinates].”) (emphasis added).
    2
    See Mooney v. Aramco Servs. Corp., 
    54 F.3d 1207
    , 1218 (5th Cir. 1995)
    (stating that direct evidence of discrimination is that which shows that the
    employer in question “actually relied on [the forbidden factor] in making its
    decision”); Price Waterhouse v. Hopkins, 
    490 U.S. 228
    , 241-46 (1988) (discussing
    mixed-motives defense).
    5
    for further appropriate proceedings. We express no views as to the
    ultimate merits of the claim; we conclude only that the matter
    should not be resolved on summary judgment.
    6