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28 F.4th 325
1st Cir.
2022
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Background

  • Felix Lahens was hired in 2013 at age 57 as a Sales Training Manager for DIRECTV (later AT&T) and supervised Sales Training Specialists.
  • In August 2015 he took medical leave for a liver transplant (surgery Jan. 29, 2016); he returned April 4, 2016, to the same title, pay, and benefits and later requested limited time off for medical appointments (requested July 26, 2016; told no accommodation required).
  • After a January 9, 2017 meeting with supervisees, an internal complaint led to a written warning (March 10, 2017) for unprofessional conduct; Lahens then filed internal complaints alleging age/disability discrimination and retaliation.
  • Following the AT&T–DIRECTV integration and an outside efficiency review, AT&T implemented a reduction-in-force (RIF) eliminating the Sales Training Manager position; Lahens received surplus notice July 31, 2017 and his employment ended Dec. 30, 2017.
  • Lahens filed administrative charges (Mar. 27, 2018) and sued (Oct. 2018) under the ADEA and ADA and parallel Puerto Rico statutes; the district court granted summary judgment for AT&T, dismissing federal claims with prejudice and some local claims, and this appeal followed.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Timeliness of pre-2017 events Lahens sought to rely on pre-May 31, 2017 conduct to show discrimination/retaliation AT&T and district court: events before May 31, 2017 are time-barred; only post-May 31, 2017 acts are actionable Plaintiff conceded pre-May 31 claims waived; appellate court enforced the time bar
ADEA — discriminatory termination Lahens: RIF was pretextual and motivated by age (points to HR note and alleged exclusion/promotion of younger employees) AT&T: elimination based on legitimate, non-discriminatory business integration and London Consulting recommendations; RIF applied evenhandedly Held for AT&T: plaintiff failed to show pretext or that decisionmaker disbelieved stated business reasons
ADA — disability discrimination/failed accommodation Lahens: termination and alleged exclusion were related to his transplant; denial of accommodation AT&T: requested accommodation unnecessary; he could perform essential duties and had schedule flexibility; termination due to RIF Held for AT&T: ADA claim fails for same reasons as ADEA — no pretext shown; most pre-termination ADA facts were time-barred
Puerto Rico statutory/tort claims (Laws 44, 100, 115, 80; Art. 1802) Lahens: parallel local-law claims should survive if federal claims do AT&T: local claims rise or fall with federal analogues; Article 1802 duplicative Held: Laws 44, 100, 115, 80 fail for same reasons as federal claims; Article 1802 dismissal affirmed as waived on appeal

Key Cases Cited

  • McDonnell Douglas Corp. v. Green, 411 U.S. 792 (U.S. 1973) (establishes the burden-shifting framework for disparate-treatment claims)
  • Mesnick v. Gen. Elec. Co., 950 F.2d 816 (1st Cir. 1991) (pretext inquiry focuses on the decisionmaker's perception and belief in the stated reason)
  • Suarez v. Pueblo Int'l, Inc., 229 F.3d 49 (1st Cir. 2000) (ADEA standard and McDonnell Douglas application)
  • Zampierollo-Rheinfeldt v. Ingersoll-Rand de P.R., Inc., 999 F.3d 37 (1st Cir. 2021) (prima facie showing in RIF context)
  • Bonefont-Igaravidez v. Int'l Shipping Corp., 659 F.3d 120 (1st Cir. 2011) (pretext shown by weaknesses or inconsistencies in employer's reasons)
  • Furnco Constr. Corp. v. Waters, 438 U.S. 567 (U.S. 1978) (courts should not act as super-personnel departments reviewing business decisions)
  • Bennett v. Saint-Gobain Corp., 507 F.3d 23 (1st Cir. 2007) (focus on motivations and perceptions of the actual decisionmaker in pretext analysis)
  • Brader v. Biogen Inc., 983 F.3d 39 (1st Cir. 2020) (termination of others in RIF and evenhanded application weighs against finding pretext)
  • Ruiz v. Posadas de San Juan Assocs., 124 F.3d 243 (1st Cir. 1997) (pretext requires evidence sufficiently strong to permit a reasonable finding employer's reason was manifestly unsupported)
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Case Details

Case Name: Lahens v. AT&T Mobility Puerto Rico, Inc
Court Name: Court of Appeals for the First Circuit
Date Published: Mar 16, 2022
Citations: 28 F.4th 325; 20-1972P
Docket Number: 20-1972P
Court Abbreviation: 1st Cir.
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