analyzing the statute’s “subjective, good faith” standard
How later courts described this case
- analyzing the statute’s “subjective, good faith” standard
- positing that an employer who “targets employees” with a potential status “on the assumption that these employees are likely to be older thereby engages in age discrimination”
- “In assessing whether acts occurring within the limitations period are unconstitutional, we may look to pre-limitations period events as evidence of an unconstitutional motive.”
- three, five, and eight months, respectively, all sufficient to support an inference of retaliation
Written by the judges who cited it.
The opinion
IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF OREGON
RON TSUR, Case No. 3:21-cv-655-SI
Plaintiff, OPINION AND ORDER
v.
INTEL CORPORATION,
Defendant.
Shanti S. Lewallen and Lee C. Dudley, LEWALLEN LAW LLC, 65 SW Yamhill Street,
Suite 300, Portland, OR 97204; and Andrew J. Horowitz and Bruce C. Fox, OBERMAYER
REBMANN MAXWELL & HIPPEL LLP, 525 William Penn Place, Suite 1710, Pittsburgh, PA 15219.
Of Attorneys for Plaintiff Ron Tsur.
Helen M. McFarland, SEYFARTH SHAW LLP, 999 Third Avenue, Suite 4700, Seattle, WA 98104;
Christopher J. DeGroff and Andrew Scroggins, SEYFARTH SHAW LLP, 233 S. Wacker Drive,
Suite 8000, Chicago, IL 60606; and Raymond C. Baldwin, SEYFARTH SHAW LLP, 975 F Street,
N.W., Washington, DC 20004. Of Attorneys for Defendant Intel Corporation.
Michael H. Simon, District Judge.
Plaintiff Ron Tsur (Tsur) brings this lawsuit against his former employer Defendant Intel
Corporation (Intel). In his Amended Complaint, Tsur alleges that Intel violated federal and state
laws by: (1) discriminating against Tsur because of his age (Claim One); (2) adopting a facially
neutral policy that had a disparate impact on older employees (Claim Two); (3) retaliating
against Tsur for reporting and/or opposing age discrimination (Claim Three); and
(4) discriminating against Tsur because of his Israeli national origin (Claim Four). Intel moves
for summary judgment on all claims. ECF 61. The Court grants in part and denies in part Intel’s
motion for summary judgment. For the reasons given below, Tsur may proceed to trial on his
first, third, and fourth claims. The Court grants summary judgment in favor of Intel against
Tsur’s second claim.
STANDARDS
A. Motion for Summary Judgment
A party is entitled to summary judgment if the “movant shows that there is no genuine
dispute as to any material fact and the movant is entitled to judgment as a matter of law.”
Fed. R. Civ. P. 56(a). The moving party has the burden of establishing the absence of a genuine
dispute of material fact. Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986). The court must view
the evidence in the light most favorable to the non-movant and draw all reasonable inferences in
the non-movant’s favor. Clicks Billiards Inc. v. Sixshooters Inc., 251 F.3d 1252, 1257 (9th
Cir. 2001). Although “[c]redibility determinations, the weighing of the evidence, and the
drawing of legitimate inferences from the facts are jury functions, not those of a judge . . . ruling
on a motion for summary judgment,” the “mere existence of a scintilla of evidence in support of
the plaintiff’s position [is] insufficient . . . .” Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 252,
255 (1986). “Where the record taken as a whole could not lead a rational trier of fact to find for
the nonmoving party, there is no genuine issue for trial.” Matsushita Elec. Indus. Co. v. Zenith
Radio Corp., 475 U.S. 574, 587 (1986) (citation and quotation marks omitted).
B. Cat’s Paw Doctrine
Under the “cat’s paw” theory of liability, the discriminatory animus of a supervisor is
imputed to the employer if the supervisor committed an act with discriminatory intent, intended
for that act to cause an adverse employment action, and that act is a proximate cause of the
ultimate adverse employment action. See Staub v. Proctor Hosp., 562 U.S. 411, 422 (2011) (“We
therefore hold that if a supervisor performs an act motivated by antimilitary animus that is
intended by the supervisor to cause an adverse employment action, and if that act is a proximate
cause of the ultimate employment action, then the employer is liable under [the Uniformed
Services Employment and Reemployment Rights Act].” (emphasis in original) (footnotes
omitted)); Poland v. Chertoff, 494 F.3d 1174, 1182 (9th Cir. 2007) (considering the contours of
cat’s paw liability and holding that “if a subordinate, in response to a plaintiff’s protected
activity, sets in motion a proceeding by an independent decisionmaker that leads to an adverse
employment action, the subordinate’s bias is imputed to the employer if the plaintiff can prove
that the allegedly independent adverse employment decision was not actually independent
because the biased subordinate influenced or was involved in the decision or decisionmaking
process”); see also Qamhiyah v. Iowa State Univ. of Sci. & Tech., 566 F.3d 733, 742 (8th Cir.
2009) (“‘[C]at’s paw’ refers to a situation in which a biased subordinate, who lacks decision-
making power, uses the formal decisionmaker as a dupe in a deliberate scheme to trigger a
discriminatory employment action.” (quoting EEOC v. BCI Coca-Cola Bottling Co. of L.A., 450
F.3d 476, 484 (10th Cir. 2006)). In addition, Oregon has applied federal precedent on the cat’s
paw doctrine to its state antidiscrimination and antiretaliation provisions. Ossanna v. Nike, Inc.,
365 Or. 196, 209-10 (2019) (holding that “in Oregon statutory employment discrimination and
retaliation cases, a plaintiff may assert the ‘cat’s paw’ theory” to impute bias from a supervisor
without decisionmaking authority to the ultimate decisionmaker) (citing Poland, 494 F.3d
at 1182-83).
BACKGROUND
Tsur began working with Intel as a consultant starting in 1984. ECF 69 at 123. In 2011,
after about 27 years of contract work with Intel, Tsur joined Intel as a full-time employee. Id. As
a full-time employee, Tsur’s first supervisor at Intel was Bruce Jones (Jones). Tsur states that
during his first one-on-one meeting with Jones, as well as during other meetings later, Jones
made derogatory comments about Tsur’s age and national origin. For example, Tsur contends
that Jones told Tsur: “If you think age is an advantage in this job you are mistaken,” id. at 105
(Tsur Dep. 225:1-6), “You Israelis have too narrow a view of the world,” ECF 81-1 at 14 (Tsur
Dep. 232:6-22), and “[Y]ou Israelis speak too directly with coworkers, that is not a good way to
conduct business at Intel.” Id. at 17 (Tsur Dep. 235:2-16).
Tsur requested several times to be transferred away from Jones, all without success.
ECF 69 at 107 (Tsur Dep. 254:14-21). Tsur then sent a letter on April 11, 2012, to Aicha Evans
(Evans), who was the vice president of the department. ECF 69 at 123-25. Tsur described his
background and experience and noted in his letter that he was 59 years old at the time of Jones’s
comments. Id. Tsur highlighted that Jones had stated that he had “never managed anyone who is
10 years older than me” and told Tsur that he “didn’t match the profile of [Jones’s] team.” Id. at
124. Tsur noted that Jones had given Tsur a “Satisfactory” performance review (also called a
“Focal”) for his work throughout 2011, but in Tsur’s letter to Evans, Tsur took issue with several
of Jones’s qualitative comments about Tsur’s behavior. Id. For example, Jones wrote in the
evaluation that Tsur engaged in “building Silos” and “Tom Sawyerism.” Id. at 125. Tsur
explained to Evans that these comments were “ludicrous” and “bad spirited.” Id.
Jones had also given Tsur a “Stock Share Level” award of 3 (SSL3). ECF 69 at 110-12
(performance review), 116-17 (stock letter and pay letter).1 Intel has a “Restricted Stock Unit”
1 Contemporaneous documents indicate that Tsur received his performance evaluation on
April 9, 2012. See ECF 69 at 124 (letter from Tsur dated April 11, 2012, referring to the
evaluation as having been received “This Monday,” two days earlier). The parties both use the
date of April 9, 2012 when referring to Jones’s evaluation of Tsur’s performance in 2011. Jones
delivered this evaluation to Tsur in April 2012. ECF 64 at 3 (Jones Decl. ¶ 10). Tsur’s stock and
(RSU) policy that awards eligible employees with time-vesting stock options as a form of bonus
compensation. ECF 65 at 4 (Sanchez Decl. ¶ 9). 2 Supervisors can award employees with stock
options on a sliding scale, from “Stock Share Level 1” (SSL1), which offers the most stock
options, to “Stock Share Level 5” (SSL5), which provides no stock options. Id. (Sanchez Decl. ¶
11). These stock options vest five years after issuance. ECF 69 at 160 (Begis Aff. 1).3
Supervisors were encouraged to assign SSL5 awards to five percent of the employees they
supervised. Id. at 156 (Rees Aff. 4).
In a 2012 email, Tsur stated that he expected his letter to Evans would be kept
confidential and hoped that Tsur could resolve his situation with Jones through mediation. Id.
at 127. Tsur’s letter, however, was forwarded to Intel’s Human Resources department and given
to Deanna Thronson (Thronson), who began an investigation into Tsur’s concerns. Id. at 99-100
(Thronson 30(b)(6) Dep. 49:12-50:11); see also ECF 63 at 2 (Thronson Decl. ¶ 3). Thronson first
spoke with Tsur in spring 2012. ECF 63 at 3 (Thronson Decl. ¶ 4).
The parties present differing versions of what was said during Thronson and Tsur’s first
conversation. Thronson states in her declaration that she asked Tsur about his recitation of
Jones’s age-related comments about not managing anyone ten years older than himself and Tsur
pay letters for his 2011 performance, however, are dated March 18, 2012, and indicate that
Tsur’s pay change became effective on April 1, 2012. ECF 69 at 116-17.
2 David Sanchez (Sanchez) is an Intel employee who held various Human Resources-
related positions and based on this work experience, submitted an affidavit describing Intel’s
Code of Conduct, Employment Guidelines, compensation, and other internal policies in support
of Intel’s motion for summary judgment. ECF 65 at 2 (Sanchez Decl. ¶¶ 2-3, 9-11).
3 Glenn Begis (Begis) was a manager at Intel who submitted an affidavit in support of
Tsur’s claims against Intel. Begis was also deposed in this action. According to Begis’s
testimony in deposition, Begis did not work directly with Tsur at Intel. ECF 71-1 at 9-10 (Begis
Dep. 109:4-110:3).
not matching the “profile” of Jones’s “team.” Id. (Thronson Decl. ¶ 5). Thronson contends that
Tsur “did not want to complain about any unfair treatment regarding his age” or “tell [Thronson]
that Mr. Jones made any age-related comments.” Id. (Thronson Decl. ¶ 6). Instead, according to
Thronson, Tsur focused on rebutting what he believed were inaccurate criticisms of about him.
Id. at 4. (Thronson Decl. ¶ 7).
Tsur, however, testified during his deposition that in response to Thronson’s questions,
Tsur confirmed that there was “age discrimination” and that he described Intel’s “perception that
young people create all the innovation,” which affects managers’ evaluations of people by age.
ECF 62-1 at 54-55 (Tsur Dep. 240:21-241:5). This is not necessarily inconsistent with
Thronson’s declaration, because someone can report conduct without wanting to “make a
complaint” about that conduct. According to Tsur, at that time he did not want an investigation
but simply asked to be reassigned away from Jones’s supervision. At this stage of the litigation,
the Court must view all factual disputes, including what was said the first meeting between Tsur
and Thronson, in the light most favorable to Tsur.
Tsur and Thronson spoke several additional times during the next few months. ECF 63 at
3 (Thronson Decl. ¶ 8). After speaking with Tsur, Jones, and others, in July 2012 Thronson
closed her investigation and concluded that Jones did not engage in any improper conduct. Id. at
3 (Thronson Decl. ¶¶ 8-9); ECF 62-3 at 16-22 (Thronson 30(b)(6) Dep. at 55-62, discussing the
closing of her investigation and her meeting on July 13, 2012 with Tsur to convey her findings).
Tsur and Thronson, however, continued to communicate in August and September 2012. ECF 63
at 4 (Thronson Decl. ¶¶ 11-12). Tsur believed he had additional information that would change
the findings of Thronson’s investigation into Jones’s conduct. ECF 62-3 at 21-22
(Thronson 30(b)(6) Dep. 61:25-62:2). Tsur also emailed Thronson on September 25, 2012,
stating that he “fully expect[s] a retaliatory action will be taken against me” by Jones. Id. at 24
(Thronson 30(b)(6) Dep. 64:5-9).
On about September 6, 2012, Jones prepared a mid-year “Below Expectations”
evaluation of Tsur, with an effective date of September 26, 2012. ECF 69 at 133-34, 177. Intel’s
employee services system generated an automatic notice on October 1, 2012, about Tsur’s
change in status to a proficiency of “Below Expectations.” Id. at 133. The record is unclear when
the performance evaluation was delivered to Tsur. On December 6, 2012, Jones emailed others at
Intel indicating that Jones planned to offer Tsur a deal: Tsur could either accept a “voluntary
separation” resignation package from Intel or remain an employee. Id. at 138. To remain an
employee, however, Tsur must (1) receive an “Improvement Required” performance rating and
(2) successfully complete a “Corrective Action Plan” (CAP). Id.
Tsur emailed Thronson several times on December 25, 2012, including an email noting
that Tsur had sent Thronson three other emails with “background information” to prepare for
their telephone conference the next day. Id. at 126-28. One of these emails included a letter that
Tsur says he composed in September. Id. at 127-28. Tsur, Thronson, and Intel Manager Begis
spoke for more than an hour on December 26th. ECF 63 at 4 (Thronson Decl. ¶ 14). During this
conversation, they discussed that if Tsur remained with Intel under the CAP, Tsur would receive
an “Improvement Required” performance rating. Id. Ultimately, Tsur agreed to remain an
employee at Intel and attempt to satisfy the CAP, rather than resign. ECF 63 at 5 (Thronson
Decl. ¶ 16). Jones also gave Tsur an SSL5, along with Tsur’s Improvement Required rating. See
ECF 65 at 6 (Sanchez Decl. ¶ 22). Jones delivered Tsur’s 2013 review and SSL5 award (for the
year 2012) in spring 2013. ECF 64 at 5 (Jones Decl. ¶ 17).
In January 2013, Thronson authorized Tsur’s transfer to a new position at Intel under a
different supervisor. ECF 63 at 5 (Thronson Decl. ¶ 16). Tsur would still remain under the CAP
directed by Jones, but his new supervisor would tailor its requirements and supervise its
completion. Id. Thronson states in her declaration that Tsur never complained of discrimination
or retaliation. Id. (¶¶ 12, 13). The record, however, contains both Tsur’s September 2012 email
to Thronson describing his expected retaliation from Jones, and a different letter from Tsur to
Thronson, dated January 27, 2013, in which Tsur stated that Jones had retaliated against Tsur
because of Thronson’s investigation. ECF 69 at 130.
In April 2014, Tsur’s new supervisor, Steven Nahas (Nahas), gave Tsur a “Successful”
performance review and an SSL4 award for Tsur’s work throughout 2013. Id. at 62 (Nahas
Dep. 38:12-18) (“Successful” review); Id. at 145 (Nahas Aff. 2) (SSL4 award). Nahas stated that
he gave a lower SSL award to higher-salaried employees, including Tsur, as an “equalization
mechanism” for lower-salaried employees, who received higher SSL awards. Id. at 145 (Nahas
Aff. 2). Nahas also explained that because of Jones, Nahas’s department had to take Tsur under a
CAP “that would restore [Tsur’s] performance rating back to ‘successful,’” that Tsur behaved
with “true grace” even though Nahas found the whole process to be a “superfluous wringer,” and
that Nahas thought Jones “came off as an abrasive bully.” Id. at 150 (Nahas Aff. 7). Nahas noted
that after Tsur “very successfully” completed the CAP, his rating was “restored” to “successful”
as “required” by Intel’s human resource policies. Id.
Nahas recommended transferring Tsur to another position under a third supervisor, Roger
Rees (Rees). ECF 69 at 148 (Nahas Aff. 5). In early to mid-2015, Rees gave Tsur a “Successful”
performance review and an SSL5 award for Tsur’s work throughout 2014. Id. at 170
(“Successful” review); id. at 155-56 (Rees Aff. 3-4) (SSL5 award). Rees stated that (1) Intel sets
strict budgets for stock allotments in each group, (2) the guidelines state that stock awards can be
given based on money and considering whether an employee is paid higher relative to their peer
group or for internal equity, (3) he made Tsur’s stock allocation “[f]or purposes of trying to
reach . . . better equity within [the] team,” and 4) had Rees been able “to do what [was] right,
rather than meet an artificial target, Mr. Tsur would have been granted SSL3.” Id. at 156 (Rees.
Aff. 4).
In the first quarter of 2015, Intel decided to lay off a certain number of employees in a
Performance-based Mandatory Buyout (PMB layoff) to compensate for a decrease in Intel’s
revenue. ECF 65 at 5 (Sanchez Decl. ¶¶ 14-15). Tsur received a letter from Intel on June 15,
2015, documenting Tsur’s layoff and explaining that his termination was permanent. ECF 69
at 158-59. This letter stated that Tsur had qualified for Intel’s layoff criteria because (1) Tsur
received an SSL5 that year and (2) a performance review of “Improvement Required” or “Below
Expectations” or an SSL4 or SSL5 in the previous three years. Id. (Tsur’s letter); ECF 65 at 6
(Sanchez Decl. ¶¶ 17, 22).
After the termination of Tsur’s employment, Rees wanted to hire Tsur back as an
contractor for Intel but learned that Tsur could not return to any form of work at Intel based on
the terms of Intel’s reduction in force policies. ECF 69 at 156 (Rees Aff. 4). On November 12,
2015, Tsur emailed Intel to ask whether he could work for Intel as a contractor. ECF 69 at 174. A
representative from Intel responded that Tsur could not do so and that Intel was “not looking at
these [i.e., those affected by the 2015 layoff] on a case by case basis and are applying the policy
uniformly across the board.” Id. (emphasis added). Rees’s affidavit mentions that Tsur filled out
an “Open Door Employee Intake Form,” dated June 17, 2015, to change his SSL5 award
retroactively, and subsequently recorded a telephone conversation with Intel’s Human Resources
department after Tsur’s request was refused. Id. at 178 (Rees Aff. 1). Tsur then filed this lawsuit
against Intel in April 2021. ECF 1.
DISCUSSION
Intel moves for summary judgment against: (1) Tsur’s age discrimination disparate
treatment claims; (2) Tsur’s age discrimination disparate impact claims; (3) Tsur’s claims of
unlawful retaliation for opposing or reporting age discrimination; and (4) Tsur’s national origin
discrimination disparate treatment claims. Tsur asserts each claim under both federal and state
law. As noted in the Court’s Opinion and Order on Intel’s partial motion to dismiss (ECF 22),
the applicable statute of limitations bars Tsur’s discrimination and retaliation claims arising out
of events that occurred before January 12, 2015 (for federal claims) and March 18, 2015 (for
state claims).
Under Local Rule 56-1(b), Intel raises in its reply several objections challenging the
evidence that Tsur submitted in response to Intel’s motion. Tsur filed a sur-reply addressing
these concerns. The Court first addresses these objections and then considers Intel’s motion on
the merits.
A. Evidentiary Objections
Intel objects that much of the evidence that Tsur relies upon in his opposition to Intel’s
motion for summary judgment is unauthenticated, irrelevant, hearsay, not submitted under
penalty of perjury, or inadmissible for other reasons. At summary judgment, however, the Court
may consider “evidence submitted in an inadmissible form, so long as the underlying evidence
could be provided in an admissible form at trial, such as by live testimony.” JL Beverage Co. v.
Jim Beam Brands Co., 828 F.3d 1098, 1110 (9th Cir. 2016); see also Sandoval v. Cnty. of San
Diego, 985 F.3d 657, 665-66 (9th Cir. 2021) (rejecting relevance, hearsay, and foundation
evidentiary objections at summary judgment and noting that “[i]f the contents of a document can
be presented in a form that would be admissible at trial—for example, through live testimony by
the author of the document—the mere fact that the document itself might be excludable hearsay
provides no basis for refusing to consider it on summary judgment”); cf. Fed. R. Civ. P. 56(c)(2)
(permitting a party to “object that the material cited to support or dispute a fact cannot be
presented in a form that would be admissible in evidence”); 56(c)(4) (establishing that a
declaration in support of summary judgment must present “facts that would be admissible in
evidence”).
In evaluating a nonmoving party’s facts offered at summary judgment, the Court does
“not focus on the admissibility of the evidence’s form. [The Court] instead focus[es] on the
admissibility of its contents.” Fraser v. Goodale, 342 F.3d 1032, 1036 (9th Cir. 2003); see also
Celotex, 477 U.S. at 324 (“We do not mean that the nonmoving party must produce evidence in a
form that would be admissible at trial in order to avoid summary judgment.”); Norse v. City of
Santa Cruz, 629 F.3d 966, 973 (9th Cir. 2010) (“[T]he evidence presented at the summary
judgment stage does not yet need to be in a form that would be admissible at trial[.]”); Block v.
City of Los Angeles, 253 F.3d 410, 418-19 (9th Cir. 2001) (“To survive summary judgment, a
party does not necessarily have to produce evidence in a form that would be admissible at trial,
as long as the party satisfies the requirements of Federal Rules of Civil Procedure 56.”). For
example, in Fraser the Ninth Circuit considered a diary’s contents as evidence to defeat a motion
for summary judgment, despite a hearsay challenge, because the contents of the diary “could be
admitted into evidence at trial in a variety of ways.” Fraser, 342 F.3d at 1037. The court noted,
for example, that the witness “could testify to all the relevant portions of the diary from her
personal knowledge.” Id. “Because the diary’s contents could be presented in an admissible form
at trial, we may consider the diary’s contents in the [movant’s] summary judgment motion.” Id.
Intel’s argument cites primarily out-of-circuit cases to support its contention that Tsur’s
evidence must be disregarded. The only Ninth Circuit cases cited are Pfingston v. Ronan
Engineering Co., 284 F.3d 999 (9th Cir. 2002), and Orr v. Bank of America, 285 F.3d 764 (9th
Cir. 2002). Pfingston, however, applied the pre-2010 version of Rule 56 and noted that then-
Rule 56(e) (now Rule 56(c)(4)) required affidavits to set forth facts that would be admissible in
evidence and determined that the plaintiff failed to meet that burden. 284 F.3d at 1003-04.
Orr stated that only admissible evidence could be considered at summary judgment. 285
F.3d at 773. Orr, however, was an outlier and inconsistent with many Ninth Circuit cases,
including later cases. As set forth above, many Ninth Circuit cases apply the text of then-
Rule 56(e) and require only that the contents of evidence at summary judgment be able to be
submitted in a form that is admissible at trial. They do not require parties to submit evidence in
an already admissible form to be considered at summary judgment. In any event, the 2010
amendments to Rule 56 codified the Ninth Circuit’s approach in Fraser, Norse, and Block and
supersede the approach in Orr. Thus, Intel’s evidentiary argument on this point is without merit.
Additionally, Tsur filed a sur-reply to address Intel’s specific evidentiary arguments.
ECF 72. Tsur attached three declarations to his sur-reply that cures any authentication deficiency
that his earlier filings may have contained. ECF 73 (Lewallen Decl.); ECF 74 (Tsur Decl.);
ECF 75 (Killingsworth Decl.). The challenged deficiencies also may be cured in Tsur’s expert
report or other evidence at trial. Intel does not argue that Tsur’s evidence cannot be submitted in
an admissible form at trial. Accordingly, Intel’s evidentiary objections are overruled.
B. Age Discrimination
1. Disparate Treatment
Tsur alleges disparate treatment age discrimination under the federal Age Discrimination
in Employment Act of 1967 (ADEA)4 and Oregon’s anti-discrimination law.5 Tsur presents two
theories of disparate treatment: one under the “cat’s paw” doctrine based on Jones’s purported
discriminatory animus and another under Intel’s purported neutral selection criteria for the 2015
reduction in force that Tsur alleges contain an inherent age bias.
“When a plaintiff alleges disparate treatment based on direct evidence in an ADEA claim,
[the Ninth Circuit does] not apply the burden-shifting analysis set forth in McDonnell Douglas
Corporation v. Green. 411 U.S. 792 (1973), in determining whether the evidence is sufficient to
defeat a motion for summary judgment.” Enlow v. Salem-Keizer Yellow Cab Co., 389 F.3d 802,
812 (9th Cir. 2004). Direct evidence is evidence that, “if believed, proves the fact of
discriminatory animus without inference or presumption.” Vasquez v. Cnty. of Los Angeles, 349
F.3d 634, 640 (9th Cir. 2003) (cleaned up). “Racist or sexist [or ageist] statements constitute
such ‘direct evidence’ of discrimination.” Aragon v. Republic Silver State Disposal Inc., 292
F.3d 654, 662 (9th Cir. 2002) (quoting Godwin v. Hunt Wesson, Inc., 150 F.3d 1217, 1221 (9th
Cir. 1998)). A single discriminatory comment by a supervisor or decisionmaker who influenced
an adverse employment decision can be sufficient to preclude summary judgment. Dominguez-
Curry v. Nev. Transp. Dep’t, 424 F.3d 1027, 1039 (9th Cir. 2005).
Tsur alleges that Jones made ageist comments evidencing discriminatory animus and that
Jones influenced the final decisionmaking that resulted in Tsur’s layoff. Tsur, however,
4 29 U.S.C. § 623(a)(1) and (d).
5 Or. Rev. Stat. (ORS) § 659A.030.
expressly contends that he is not relying on direct evidence but is instead arguing that his
evidence is circumstantial and, thus, that McDonnell Douglas burden shifting applies.
Accordingly, the Court will review Intel’s motion under the three-part McDonnell Douglas
framework.
The McDonnell Douglas framework requires that an employee first establish a prima
facie case of age discrimination. Diaz v. Eagle Produce Ltd., 521 F.3d 1201, 1207 (9th
Cir. 2008). If the employee does so, then “the burden shifts to the employer to articulate a
legitimate, non-discriminatory reason for its adverse employment action.” Id. If the employer
meets that burden, “the employee must then prove that the reason advanced by the employer
constitutes mere pretext for unlawful discrimination.” Id.
To establish a prima facie case of disparate treatment under the ADEA, Tsur must show
that he was
(1) at least forty years old, (2) performing his job satisfactorily,
(3) discharged, and (4) either replaced by substantially younger
employees with equal or inferior qualifications or discharged under
circumstances otherwise “giving rise to an inference of age
discrimination.”
Id. at 1207 (quoting Coleman v. Quaker Oats Co., 232 F.3d 1271, 1281 (9th Cir. 2000)). “The
requisite degree of proof necessary to establish a prima facie case for Title VII and ADEA claims
on summary judgment is minimal and does not even need to rise to the level of a preponderance
of the evidence.” Wallis v. J.R. Simplot Co., 26 F.3d 885, 889 (9th Cir. 1994), as amended on
denial of reh’g (July 14, 1994). If a plaintiff meets this burden, it “creates a presumption that the
employer unlawfully discriminated against the employee.” Tex. Dep’t of Cmty. Affs. v.
Burdine, 450 U.S. 248, 254 (1981).
Similarly, Oregon state law makes it unlawful for an employer to “discriminate against
the individual in compensation or in terms, conditions, or privileges of employment,” because of
that individual’s “race, color, religion, sex, sexual orientation, gender identity, national origin,
marital status or age if the individual is 18 years of age or older.” ORS § 659A.030(1)(b). The
McDonnell Douglas burden-shifting framework applies to state age discrimination claims when
they are brought in federal court. See Dawson v. Entek Int’l, 630 F.3d 928, 934-35 (9th
Cir. 2011) (concluding that the McDonnell Douglas burden-shifting framework is federal
procedural law and thus applies to state claims whether the basis of the federal court’s
jurisdiction over state claims is pendent or diversity).
“[T]he plaintiff in an employment discrimination action need produce very little evidence
in order to overcome an employer’s motion for summary judgment. This is because the ultimate
question is one that can only be resolved through a searching inquiry—one that is most
appropriately conducted by a factfinder, upon a full record.” Chuang v. Univ. of Cal. Davis, Bd.
of Trs., 225 F.3d 1115, 1124 (9th Cir. 2000) (quotation marks omitted).
a. Prima facie case
For purposes of its pending motion for summary judgment, Intel does not dispute the first
three elements of Tsur’s prima facie case. Intel does, however, dispute the fourth element, that
Tsur was discharged under circumstances that give rise to an inference of discrimination.
“An inference of discrimination can be established by showing that the employer had a
continuing need for the employees’ skills and services in that their various duties were still being
performed or by showing that others not in their protected class were treated more favorably.”
Diaz, 521 F.3d at 1207-08 (cleaned up). Employees can use circumstantial evidence to “lead
reasonable jurors to draw an inference of age discrimination.” Id. at 1208. Statistical evidence
that a disparity between older and younger workers hired during a certain period, for example,
could give rise to an inference of discrimination if that disparity is “so stark as to suggest bias
rather than pure chance.” See id. at 1209. Additionally, “evidence that a group of younger and
comparably or less-qualified employees assumed the plaintiff’s responsibilities is sufficient.” Id.
at 1211. Finally, courts in the Ninth Circuit “treat the last [fourth] element of the prima facie case
with flexibility.” Id. (quotation marks omitted).
Intel asserts that Tsur improperly relies on Jones’s allegedly offensive age-related
statements made in 2011 and 2012. Intel notes that these purported statements are
uncorroborated, but argues that even if Jones made these statements, they do not give rise to an
inference of age discrimination because they are untimely and were not “tied to” an adverse
action. Intel cites Nidds v. Schindler Elevator Corp., 113 F.3d 912, 918-19 (9th Cir. 1996), and
White v. Bolden, 2017 WL 8793863, at *4 (C.D. Cal. Oct. 18, 2017), to support the latter
argument.
Intel’s arguments are not persuasive in challenging Tsur’s prima facie case for several
reasons. First, Tsur does not need corroboration to present this evidence—his assertion that Jones
made the statements is sufficient at summary judgment. Second, the statements are not untimely
because they are used to show discriminatory motive, which is a proper use for conduct taken
(including statements made) outside the limitations period. See RK Ventures, Inc. v. City of
Seattle, 307 F.3d 1045, 1062 (9th Cir. 2002) (“In assessing whether acts occurring within the
limitations period are unconstitutional, we may look to pre-limitations period events as evidence
of an unconstitutional motive.”).
Tsur argues that Intel’s layoff, which occurred within the limitations period, was based, at
least in part, on the 2013 performance evaluation and SSL5 award given by Jones, and thus his
alleged discriminatory motive for those acts is relevant. Jones’s 2011 and 2012 comments are
relevant to show Jones’s purported discriminatory animus. Additionally, as discussed below,
Tsur contends that Jones’s purported discriminatory motive for Tsur’s evaluations and SSL
awards influenced the SSL4 and SSL5 awards later given by Nahas and Rees, which also
affected Tsur’s eligibility for Intel’s layoff.
Third, Intel relies on two cases’s discussions of pretext, not a plaintiff’s prima facie case.
Nidds, 113 F.3d at 918-19 (concluding that the plaintiff sufficiently demonstrated a prima facie
case but granting summary judgment because the plaintiff’s evidence of pretext was
“ambiguous” and not tied to the plaintiff’s layoff and therefore was “weak” and insufficient);
White, 2017 WL 8793863, at *3-4 (explaining that the plaintiff failed to show pretext by offering
no direct evidence and other evidence that was “so indirect that it has no bearing whatsoever on
his case” and that even though the plaintiff may believe he was treated unfairly due to his age, “a
plaintiff’s subjective belief is wholly insufficient evidence to establish a claim of discrimination
as a matter of law” (quotation marks omitted)). As noted, however, a plaintiff’s evidentiary
burden is different between the prima facie step and the step that requires a showing of pretext,
even through circumstantial evidence.
Unlike the “minimal” burden to show a prima facie case, “[t]o show pretext using
circumstantial evidence, in contrast to direct evidence, a plaintiff must put forward specific and
substantial evidence challenging the credibility of the employer’s motives.” Mayes v. WinCo
Holdings, Inc., 846 F.3d 1274, 1282 (9th Cir. 2017) (quotation marks omitted); see also
Aragon, 292 F.3d at 659 (“The district court’s analysis seems to conflate the minimal inference
needed to establish a prima facie case with the specific, substantial showing Aragon must make
at the third stage of the McDonnell Douglas inquiry to demonstrate that Republic’s reasons for
laying him off were pretextual.”). The Ninth Circuit, however, has “repeatedly held that a single
discriminatory comment by a plaintiff’s supervisor or decisionmaker is sufficient to preclude
summary judgment for the employer.” Dominguez-Curry, 424 F.3d at 1039. “Where . . . the
person who exhibited discriminatory animus influenced or participated in the decisionmaking
process, a reasonable factfinder could conclude that the animus affected the employment
decision.” Id. at 1039-40. Thus, evidence of Jones’s “discriminatory remarks [may be] sufficient
to permit a jury to find that animus affected the ultimate hiring decision, even if [Jones] never
communicated his bias to [the final decisionmaker] and even if [the final decisionmaker] was not
biased.” Id. at 1040.
For Tsur’s first theory of disparate treatment, based on the cat’s paw doctrine, Tsur
argues that Jones’s discriminatory animus influenced Intel’s decision to terminate Tsur’s
employment because Jones’s discriminatory animus caused Tsur to receive a low performance
review and low SSL awards that later triggered Tsur’s eligibility under Intel’s layoff criteria. The
evidence is unclear as to what was the precise basis of Tsur’s eligibility for Intel’s layoff: (a) his
2015 SSL5 award plus his 2013 “Improvement Required” performance evaluation or SSL5 stock
award by Jones; or (b) his 2015 SSL5 award plus his 2014 SSL4 award by Nahas. If it was the
former, then Jones’s alleged discriminatory animus, including Jones’s alleged statements in 2011
and 2012, is directly relevant. Even if it was the latter, however, Tsur still raises a genuine issue
of material fact regarding the influence of Jones’s purported animus on the 2014 and 2015
decisions of Nahas and Rees, as discussed below. Thus, Tsur meets his low burden for showing a
prima facie case of age discrimination under a cat’s paw theory.
Regarding Tsur’s second, and alternative, theory of disparate treatment, that Intel’s
neutral selection criteria were inherently biased against older workers, the Supreme Court has
foreclosed this argument. The Court agrees that Tsur has provided declarations and deposition
testimony raising a genuine issue of material fact whether the SSL4 and SSL5 awards, one of the
criteria used for the layoffs, were skewed to more senior grade employees. The Supreme Court,
however, rejected disparate treatment ADEA claims when the employer acted “on the basis of a
factor, such as an employee’s pension status or seniority, that is empirically correlated with age.”
Hazen Paper Co. v. Biggins, 507 U.S. 604, 608, 613 (1993). In that case, the Supreme Court
explained: “Because age and years of service are analytically distinct, an employer can take
account of one while ignoring the other, and thus it is incorrect to say that a decision based on
years of service is necessarily ‘age based.’” Id. at 611. “This is true even if the motivating factor
is correlated with age, as pension status typically is. Pension plans typically provide that an
employee’s accrued benefits will become nonforfeitable, or ‘vested,’ once the employee
completes a certain number of years of service with the employer.” Id.
The Supreme Court allowed that a claim based on a proxy for age might be appropriate if
an employer “suppose[s] a correlation between the two factors and act[s] accordingly.” Id.
at 613; see also id. at 612-13 (positing that an employer who “targets employees” with a
potential status “on the assumption that these employees are likely to be older thereby engages in
age discrimination”). Tsur, however, has not argued or provided evidence that Intel knew of or
intended any correlation between age and low SSL grant levels or targeted SSL4 and 5 recipients
for termination on the assumption that they were older. Thus, even if the larger stock grants were
skewed toward more junior level employees who could take advantage of the five-year vesting
period, and the smaller stock grants, which were a criterion for the layoffs, tended to skew to
older employees, the neutral stock grant factor is not a legally cognizable proxy for age under
Hazen. To this extent, Intel’s motion is granted on Tsur’s second theory of disparate treatment,
namely that the criteria used by Intel was inherently biased.
Tsur does not contest that Intel has provided a legitimate, nondiscriminatory reason for
discharging Tsur. This reason was that Tsur qualified for Intel’s 2015 cost-cutting reduction in
force. The layoffs applied to employees throughout Intel who had either (1) a 2015 SSL4 or
SSL5 award or low performance evaluation, plus (2) an SSL4 or SSL5 award or a low
performance evaluation in the previous three years. The Court thus turns to consider whether
Tsur has shown a genuine issue regarding pretext under the McDonnell Douglas burden-shifting
framework.
b. Pretext
Tsur may demonstrate pretext “either directly by persuading the court that a
discriminatory reason likely motivated [the employer] or indirectly by showing that [the
employer’s] proffered explanation is unworthy of credence.” Diaz, 521 F.3d at 1212. To show
pretext, Tsur “does not necessarily have to introduce additional, independent evidence of
discrimination.” Snead v. Metro. Prop. & Cas. Ins. Co., 237 F.3d 1080, 1094 (9th Cir. 2001).
Intel argues that Tsur has no evidence that Intel’s legitimate, nondiscriminatory business reason
for Tsur’s layoff is pretextual.
Evidence supporting a cat’s paw theory of liability, however, may raise triable issues at
the pretext step of the McDonnell Douglas framework. See Poland, 494 F.3d at 1182-84
(analyzing the cat’s paw theory of liability and pretext); Dominguez-Curry, 424 F.3d at 1039-40
(analyzing pretext and explaining that one method of creating a triable issue on pretext is
evidence of animus through discriminatory comments made by someone who “influenced or
participated in the decisionmaking process”). Circumstantial evidence of pretext must be
“specific and substantial,” but this standard “is tempered by our observation that a plaintiff’s
burden to raise a triable issue of pretext is hardly an onerous one.” France v. Johnson, 795 F.3d
1170, 1175 (9th Cir. 2015) (quotation marks omitted). Further, as previously explained, even a
single discriminatory comment may suffice to create a triable issue if made by the plaintiff’s
supervisor or someone who influenced or participated in the decisionmaking process.
Dominguez-Curry, 424 F.3d at 1039-40. “[T]o create a genuine dispute of material fact on
pretext, a speaker of discriminatory statements need not be the final decisionmaker of an
employment decision.” France, 795 F.3d at 1176 (applying the cat’s paw theory of liability to an
ADEA age discrimination claim).
Intel argues that Tsur cannot show that Jones “influenced or was involved in” Tsur’s
layoff. Poland, 494 F.3d at 1182. Intel asserts that Jones provided no input in the layoff selection
criteria and that those individuals who did have such input were unaware of Tsur’s complaints or
Jones’s evaluations of Tsur’s work performance. Intel also contends that Jones provided no input
into Tsur’s SSL awards given by Nahas and Rees, which by themselves would have qualified
Tsur for layoff under Intel’s criteria. Thus, Intel concludes, Tsur cannot prevail on a cat’s paw
theory of liability.
Tsur, however, does not argue that Jones provided any direct input into Intel’s choice of
layoff criteria or SSL awards by Nahas and Rees. Rather, Tsur asserts that discriminatory animus
motivated Jones to submit poor performance reviews and SSL awards for Tsur, and those, in
turn, influenced the performance evaluations and SSL awards given by Nahas and Rees. Viewing
the evidence in the light most favorable to Tsur and drawing all reasonable inferences in his
favor, the Court finds that Tsur has provided evidence that could persuade a reasonable jury that
Jones held discriminatory animus toward Tsur because of Tsur’s age. For example, Tsur testified
in deposition that Jones told Tsur, “if you think age is an advantage in this job you are mistaken”
and “at your [Tsur’s] age you should be retired[.]” Tsur also testified that people “around
Mr. Jones department [sic] . . . started referring to me as old man, old fart, geezer, and different
type of, I think age-demeaning expressions[.]” Tsur also reported in 2012 that Jones had
commented to Tsur during their first meeting that Jones had never managed someone ten years
older than Jones and that Tsur did not “match the profile” of Jones’s “team.” These statements
are sufficient to create a genuine dispute as to Jones’s discriminatory animus. See Dominguez-
Curry, 424 F.3d at 1039-40.
The next question is whether Jones influenced the layoff decision. Jones gave Tsur an
“Improvement Required” evaluation and a level SSL5 award in 2013. That made Tsur potentially
eligible under one prong of the layoff requirement. Because Intel did not investigate Tsur’s
layoff or provide definitive information as to the specific grounds of his termination, it is
unknown what were the precise grounds of Tsur’s layoff. If Tsur was laid off in part because of
Jones’s 2013 performance review or SSL5 award, then Tsur has provided a triable issue
regarding whether Jones’s purported discriminatory animus caused Tsur’s termination.
But even assuming that Tsur’s eligibility was solely based on his 2014 SSL4 award from
Nahas and his 2015 SSL5 award from Rees, Tsur still provides sufficient evidence to raise a
genuine dispute on pretext based on the argument that Nahas and Rees’s actions were influenced
by Jones’s purported discriminatory animus. The declarations and deposition testimony of
Nahas, Rees, and Begis explain that SSL awards could not stray too far from the level of the
performance evaluations (although the SSL awards were not directly correlated to performance,
there was a connection to the performance evaluation level) and that current evaluations were
influenced by earlier evaluations. This is how Jones’s purported discriminatory evaluation can be
connected to the later SSL awards.
Nahas explained in his affidavit that his department was forced to take Tsur under a CAP
because of Jones, that Tsur completed the CAP “very successfully,” and that Tsur behaved “with
true grace” throughout what Nahas described as a “superfluous wringer.” Nahas also described
Jones “as an abrasive bully.” Nahas testified in his deposition that he could not give Tsur a
higher than “Successful” rating in 2014 because Jones had given Tsur an “Improvement
Required” rating in 2013. According to Nahas, if a manager attempted to give an “Exceeds
Expectations” rating under such circumstances, the manager would be told “you can’t jump
[your report] that far up.” Nahas added that he believed Tsur had been performing at an “exceeds
expectation” level. Nahas also described in his affidavit that the CAP “required” Tsur to be
“restored” to a “successful” rating, implying that because of the CAP imposed by Jones, Nahas
did not have a choice to rate Tsur any higher than “Successful,” which, in turn, affected Tsur’s
SSL award.
Nahas also explained in his affidavit that he did not give Tsur the SSL4 award based on
poor performance and stated that “it would be atrocious to consider the given SSL4 stock grant
as any kind of negative performance indicator[.]” During his deposition, Nahas reviewed the
performance criteria of an SSL4 award and explained that Tsur’s performance throughout 2013
did not meet that definition. Nahas testified that Tsur’s performance “for sure” warranted a
higher award of SSL3. Nahas further explained that his SSL4 award to Tsur was linked to the
“Successful” evaluation and that the SSL awards and performance evaluations “meld[]” together.
Begis also testified at his deposition that the computer program in which a manager inputs the
evaluations and the SSL awards had “encoded intelligence” and would “flag” if the performance
rating and the stock share were “inconsistent”
In his affidavit, Rees similarly explained that Intel’s guidance on SSLs provides that an
SSL5 can be awarded solely based on monetary considerations, such as because an employee is
paid high relative to his or her peer group or for purposes of internal equity. Rees confirmed that
he informed Tsur that he was getting the SSL5 to reach better equity within the employment
group. Rees also explained that SSL budgets are strict within each department and that he
believed Intel required its supervisors to award five percent of the awards for the employees
under their supervision at the level of SSL5. Rees stated that “had he been able to do what is
right, rather than meet an artificial target, Mr. Tsur would have been granted SSL3.”
Rees also testified at deposition that supervisors were “guided by management” and that
prior performance evaluations of the last three years affect current performance evaluations
because employees were not to “ping-pong from low to high then low to high, year after year.”
In addition, Rees testified that Tsur met the performance standard of an SSL3 award and not of
the lower SSL5 award. Rees confirmed that if he could have, he would have given Tsur an award
at the level of SSL3.
From this evidence, a reasonable jury could conclude that Jones’s purported
discriminatory animus and resulting low performance evaluations and SSL awards given by
Jones to Tsur detrimentally influenced Nahas and Rees’s later performance evaluations and SSL
awards for Tsur. There is specific and substantial evidence that Nahas and Rees felt constrained
by Jones’s 2013 “Improvement Required” rating and award at the SSL5 level to provide Tsur
with lower performance evaluations and associated SSL awards than they might otherwise have
given to Tsur. These subsequent performance evaluations and SSL awards that Nahas and Rees
gave to Tsur may be relevant to how Tsur met Intel’s layoff criteria.
For these reasons, Tsur may proceed to trial on his federal and state claims of disparate
treatment age discrimination.
2. Disparate Impact
a. Legal Standards
i. ADEA
The ADEA “makes it unlawful for an employer to hire or discharge any individual or
otherwise discriminate against any individual with respect to compensation, terms, conditions, or
privileges of employment, because of the individual’s age.” 29 U.S.C. § 623(a)(1). To establish a
prima facie case of disparate impact age discrimination in violation of the ADEA, a plaintiff
must show “(1) the occurrence of certain outwardly neutral employment practices, and (2) a
significantly adverse or disproportionate impact on persons of a particular age produced by the
employer’s facially neutral acts or practices.” Pottenger v. Potlatch Corp., 329 F.3d 740, 749
(9th Cir. 2003). “A disparate impact claim must challenge a specific business practice.” Id.
(emphasis added). For example, the Ninth Circuit has found that a reduction in force may
constitute a specific employment practice. Id.
Under the ADEA, employers may assert as an affirmative defense that the
“differentiation [at issue] is based on reasonable factors other than age.” 29 U.S.C. § 623(f)(1);
see also Meacham v. Knolls Atomic Power Lab., 554 U.S. 84, 91 (2008). “A reasonable factor
other than age is a non-age factor that is objectively reasonable when viewed from the position of
a prudent employer mindful of its responsibilities under the ADEA under like circumstances.” 29
C.F.R. § 1625.7(e)(1).
ii. Oregon State Law6
The Oregon Court of Appeals has set forth two elements that a plaintiff must satisfy to
show employment discrimination claim based on disparate impact: “(1) membership in a class
protected by the employment statutes, and (2) that the employer’s facially neutral employment
rule ‘has the effect of screening out members of a protected class at a significantly higher rate
6 The Oregon Supreme Court has not yet decided whether an age discrimination disparate
impact claim is available under ORS § 659A.030. See, e.g., Doyle v. City of Medford, 256 Or.
App. 625, 645-47, 647 n.14, rev’d in part on other grounds, 356 Or. 336 (2014) (so noting). The
parties, however, do not dispute the availability of such a claim. Thus, the Court assumes without
deciding that Tsur may allege a disparate impact claim under Oregon law as well as under
federal law.
than the others.’” Tanner v. Or. Health Sciences Univ., 157 Or. App. 502, 516 (1998) (quoting
Spurgeon v. Stayton Canning Co., 92 Or. App. 566, 570-71 (1988)). The Ninth Circuit has
described ORS § 659A.030(1)(a) as “Oregon’s parallel age discrimination statute” when
analyzing alleged violations of the ADEA and state law. Enlow, 389 F.3d at 810. It is well-
established that ORS § 659A generally mirrors the federal statutory regime under Title VII and
that federal law provides guidance for interpreting Oregon’s antidiscrimination law. See
Ossanna, 365 Or. at 204-05 (stating that Oregon courts “look[] to Title VII precedent for
guidance in analyzing claims brought under analogous provisions of ORS chapter 659A”);
Portland State Univ. Chapter of Am. Ass’n of Univ. Professors v. Portland State Univ., 352
Or. 697, 711 (2012) (stating that ORS Chapter 659A parallels Title VII); Henderson v. Jantzen,
Inc., 79 Or. App. 654, 657 (1986) (adopting the prima facie elements of disparate treatment
under Title VII for Oregon Revised Statutes Chapter 659 actions (now renumbered as Chapter
659A)). Thus, decisions in the District of Oregon have analyzed together disparate impact age
discrimination claims under the ADEA and ORS § 659A.030. See, e.g., Pena v. Hous. & Cmty.
Serv. Agency of Lane Cnty., 2010 WL 3419520, at *10 (D. Or. Aug. 30, 2010); Adams v. Home
Depot USA, Inc., 2007 WL 4565163, at *14-15 (D. Or. Dec. 19, 2007).
b. Application
Intel argues that summary judgment on Tsur’s disparate impact claim should be granted
for two alternative reasons. First, Intel contends that Tsur fails to establish a prima facie case of
disparate impact because he does not identify a specific employment practice that caused a
disparity between older and younger employees.7 Second, Intel asserts that it has shown that the
PMB layoff relied on reasonable factors other than age.
7 In its motion for summary judgment, Intel also asserts in conclusory terms that Tsur
fails to show a causal relationship between any challenged practice and any adverse impact.
i. Specific Employment Practice
Intel argues that Tsur does not identify a “specific employment practice,” which is
required for a disparate impact claim under the ADEA. Smith v. City of Jackson, 544 U.S. 228,
241 (2005). To support this argument, Intel cites the following from Tsur’s deposition:
Q Okay. Well, so you said that you believed Intel designed
the PMB criteria to discriminate against older workers?
A I’m not sure that will be my language. . . . The indications
here were that if it stands out that there’s correlation between age
and probability of being laid off in a significant way that any
actions that the company could have taken to alleviate that have
not been exercised.
Q And how do you know what the company did?
A I don’t know. I’m looking at the results.
ECF 62-1 at 42-43 (Tsur Dep. 188:10-189:4). Intel argues that Tsur’s inability to identify a
particular practice causing a disparate impact on Intel’s employees, alongside his apparent
reliance on statistical correlation alone, are fatal deficiencies in his disparate impact claim.
Intel is correct that a plaintiff’s reliance on a statistical disparity alone, without pointing
to a defendant’s conduct or policy causing that disparity, is fatal to a disparate impact claim. See
Wards Cove Packing Co. v. Atonio, 490 U.S. 642, 656-57 (1989), superseded by statute on other
grounds, 42 U.S.C. § 2000e-2(k)8 (“As a general matter, a plaintiff must demonstrate that it is
the application of a specific or particular employment practice that has created the disparate
Intel, however, does not develop or support this argument. The Court therefore does not address
it.
8 The Civil Rights Act of 1991 abrogated Wards Cove Packing Co. as to Title VII claims,
but the Supreme Court still applies its burden-shifting standard to other antidiscrimination
statutes. See S.W. Fair Hous. Council, Inc. v. Maricopa Domestic Water Improvement Dist., 17
F.4th 950, 960 n.5 (9th Cir. 2021).
impact under attack.”); see also Tex. Dep’t of Hous. & Cmty. Affairs v. Inclusive Cmtys. Project,
Inc., 576 U.S. 519, 542-43 (2015) (same, citing Wards Cove Packing Co.). Tsur, however, does
identify a specific employment practice that purportedly caused the disparate impact at issue.
The Ninth Circuit has concluded that a reduction in force can be a specific employment
practice that supports a disparate impact claim. See Pottenger, 329 F.3d at 749. In his response to
Intel’s motion, Tsur argues that the 2015 reduction in force created a disparate impact by using a
methodology that adversely affected older workers. Tsur cites his statistical evidence plus the
affidavits and deposition testimony of Nahas, Rees, and Begis, which tend to show that the SSL
awards were not performance-based and were directed more to junior grade employees. Tsur
points specifically to the inclusion of SSL awards in Intel’s 2015 layoff criteria as an
employment practice with a disparate impact on older, versus younger, employees. Thus, Tsur
does not rely solely on statistical disparity, unlike the plaintiffs in Wards Cove Packing Company
and Texas Department of Housing.
Intel argues that Tsur’s deposition testimony, quoted above, constitutes a factual
admission that contradicts the basis for his disparate impact claim. Intel’s argument is not
persuasive. Unlike the deponents in the sources cited in Intel’s briefing on this point, Tsur is not
trying to “claw back” a factual admission in his deposition testimony by submitting an after-the-
fact affidavit to the contrary. See, e.g., Kennedy v. Allied Mut. Ins. Co., 952 F.2d 262, 266-67
(9th Cir. 1991). Further, even in Kennedy, the Ninth Circuit held that “the district court must
make a factual determination that the contradiction was actually a ‘sham.’” Id. at 267.
The Court does not read Tsur’s response at deposition about whether he believed Intel
intentionally designed discriminatory criteria for the 2015 layoff—itself not a requirement for a
disparate impact claim9—as a factual admission that contradicts facts provided before his
deposition. The affidavits of Intel’s managers were provided before Tsur’s deposition, and Tsur
previously articulated his disparate impact theory during the litigation of Tsur’s motion to
dismiss.10 Nor does the fact that Tsur could not articulate the precise legal basis of his disparate
impact claim at the time of his deposition, taken before many of the other depositions and other
discovery provided in this case, render his current legal argument a sham. The Court also does
not find any clear contradiction between Tsur’s testimony at deposition and his articulation of his
claim. Indeed, Tsur explained that he was still reviewing the basis of his claim. Intel could have
propounded follow-up interrogatories or other discovery requests if Intel desired a more
definitive description of the basis of Tsur’s legal claim on this issue.
Finally, Intel argues that Tsur cannot point to any uneven distribution of Intel’s SSL
awards as an employment practice because Intel provided detailed guidance to its managers as to
how they should distribute these awards. This argument is unpersuasive for two reasons. First, it
does not rebut that Tsur identifies a specific employment practice of Intel’s that Tsur argues
caused unlawful disparity. Rather, Intel’s argument goes to the persuasiveness of Tsur’s claim,
not whether he meets his prima facie burden. Second, the fact that Intel provided guidance to its
9 See Stout v. Potter, 276 F.3d 1118, 1121 (9th Cir. 2002) (“The rationale, intent or
motive underlying a challenged employment practice plays no part in a prima facie case of
disparate impact.”); Coleman, 232 F.3d at 1291 (“Under the disparate impact theory [of the
ADEA], employees must prove that a facially neutral employment practice had a discriminatory
impact on older workers. They need not prove motive or intent . . . ” (emphasis added)).
10 During the oral argument on Intel’s motion to dismiss, Tsur, through his counsel,
“clarified that his disparate impact claim is based on Intel’s methods for selecting employees for
the 2015 layoff, which includes its reliance on the RSU policy.” ECF 22 at 18 (Opinion and
Order on Mot. to Dismiss). The Court reiterated that Tsur’s claims for disparate impact “based
on the June 2015 layoff” under federal and state law and based on the “RSU stock policy” for
state law both survived Intel’s motion to dismiss. Id. at 18-19.
managers as to the distribution of SSL awards does not prevent Tsur from presenting a genuine
dispute of material fact as to whether it was the general practice or implicit policy to ignore this
guidance, which Tsur argues and provides evidence to support.
ii. Reasonable Factors Other Than Age
Intel also argues that Tsur’s claim of disparate impact fails because Intel has shown that
the 2015 layoff was based on “reasonable factors other than age.”11 Intel asserts that its layoff
criteria—employee performance reviews and SSL awards—were assessments of an employee’s
performance by his or her supervisor. Intel argues that performance indicators unrelated to an
employee’s age are reasonable criteria for selecting employees to lay off, and thus Intel’s
affirmative defense defeats Tsur’s disparate impact claim of age discrimination. Intel also
contends that the Supreme Court’s decision in Hazen forecloses Tsur’s argument that the SSL
awards were a proxy for age.
The Court agrees that Intel’s employee performance-based criteria can provide a
reasonable factor other than age for an employer’s layoff criteria. The question, however, is
whether there is a genuine dispute of material fact about whether Intel’s layoff selection criteria
11 At oral argument, Tsur asserted for the first time that Intel did not properly allege this
affirmative defense. The Court requested supplemental briefing by Intel on this issue. The Court
is satisfied by Intel’s response, ECF 84, that it complied with the pleading standards and
provided sufficient notice of its affirmative defense. Further, even if it had not, “in the absence of
a showing of prejudice an affirmative defense may be raised for the first time at summary
judgment.” Garcia v. Salvation Army, 918 F.3d 997, 1008 (9th Cir. 2019) (cleaned up). Intel’s
response describes the parties’ communications regarding this affirmative defense during
discovery and shows that there is no prejudice to Tsur in the Court evaluating the defense on the
merits. Further, “[t]here is no prejudice to a plaintiff where an affirmative defense would have
been dispositive if asserted when the action was filed.” Id. (quotation marks omitted). Thus, the
Court accepts the pleading of this affirmative defense and considers the merits of Intel’s
argument.
in fact rested on employee performance, as Intel asserts. The Court finds that there is such a
factual dispute.
In their affidavits, the former Intel managers Nahas, Rees, and Begis describe that the
SSL award program: (a) had a strict budget that supervisors had to follow; (b) was “an employee
retaining device”; (c) had rules designed to “reward lower level employees” at lower salary
levels; (d) was intended to increase compensation equity in employee groups; (e) could be based
solely on monetary considerations and not performance; and (f) was intended to retain
employees through the five-year vesting time frame of the stock awards. The awards, for
example, have no value to an employee who will be retiring within five years, before the awards
could vest. Given the strict budget constraints on Intel’s stock awards, managers were
incentivized to give the awards to younger employees for whom they had the most value. In his
deposition testimony, Rees testified that the budget guidelines required that higher grade
employees (level 7 and above) receive different stock allocations than lower grade employees
(level 2-6) and that higher grade employees are “typically” older. Begis similarly explained that
the SSL program is designed for retention purposes and that an employee had to “stick around”
for the stock award’s vesting period to get the benefit from the award. Further, Nahas testified
that lower grade employees (level 2-6) were “absolutely” younger than higher grade employees
(level 7 and above) and that was the case throughout the entirety of Nahas’s employment at Intel.
In addition, Intel’s internal guidelines for equity compensation through SSL awards state
that “[s]tock is granted to attract, retain, and motivate the employees necessary to enhance Intel’s
longer-term growth and profitability.” Tsur submitted an affidavit by Begis in which he stated
that Intel’s SSL award system is inherently discriminatory against older employees because an
“SSL’s value in retaining older employees was diminished or eliminated relative to younger
employees. This was well understood by employees and their managers.” A reasonable juror
could conclude that because time-vested stock grants are more valuable to younger employees
who can stay with Intel longer than older employees, this focus on retention incentivized
managers to award stock grants to younger employees.
Also, two of Tsur’s former managers testified at deposition and submitted affidavits in
which they stated that their SSL awards to Tsur were unrelated to his work performance. Nahas
and Rees both repeatedly testified that Tsur performed at a level above the SSL awards they each
gave Tsur, that they would have given him a higher SSL award if they could have, and that his
SSL award should not be considered a negative performance indicator.
Viewing the facts in the light most favorable to Tsur, as the Court must at this stage of
the lawsuit, Tsur has provided enough evidence suggesting that managers at Intel distributed SSL
awards with employee retention and equity in mind, rather than solely to reward performance.
Tsur also has provided enough evidence to show that more junior level and lower compensated
employees tended to receive the larger stock awards and that these employees at Intel were more
likely to be younger.
This, however, does not resolve the issue of whether the facially neutral factor of SSL
awards “was not a ‘factor other than age’ but rather an impermissible ‘proxy for age.’” Harris v.
Cnty. of Orange, 902 F.3d 1061, 1073 (9th Cir. 2018). Intel relies on the Supreme Court’s
decision in Hazen, a disparate treatment case, to argue that using the SSL awards was not an
impermissible proxy for age. The Court, however, finds the Supreme Court’s decision in Smith
to be more analogous.
In Smith, the Supreme Court concluded that “the disparate impact is attributable to the
City’s decision to give raises based on seniority and position. Reliance on seniority and rank is
unquestionably reasonable given the City’s goal of raising employees’ salaries to match those in
surrounding communities.” 544 U.S. at 242. The Supreme Court did not reject outright the claim
because it was based on seniority, which supports the conclusion that Hazen does not
automatically bar disparate impact claims when the purported “reasonable factor other than age”
is grade or seniority. Instead, a court should conduct a “reasonableness” analysis.
Even viewing the facts in the light most favorable to Tsur, the Court finds that Intel’s
reliance on performance evaluations and SSL awards as layoff criteria was reasonable as a matter
of law. The SSL awards may have had equity and retention as part of their purpose when
awarded, rather than simply performance, but an employee retention policy that skews toward
one age group can be reasonable. See Smith, 544 U.S. at 242 (concluding that providing raises
only to more junior employees to match neighboring law enforcement agencies to retain those
employees was “unquestionably” reasonable). When it comes to the layoff itself, even if using
the SSL awards resulted in some disparity for older employees because the focus of those awards
on retention skewed younger, Tsur has failed to present evidence that Intel used the SSL factor
as a “proxy” for age, as opposed to a different reasonable factor, considering the Supreme
Court’s guidance in Smith and Hazen. Cf. Doyle v. City of Medford, 2011 WL 4894077, at *4 (D.
Or. Oct. 13, 2011), aff’d 512 F. App’x 680 (9th Cir. 2013) (rejecting disparate impact claim
based on company purchasing health insurance for active employees but not retirees because it
was done for the reasonable factor other than age of saving money, even though excluding
retirees necessarily affects older people more). “While there may have been other reasonable
ways for [Intel] to achieve its goals, the one selected was not unreasonable. Unlike the business
necessity test [applicable in Title VII discrimination cases,] which asks whether there are other
ways for the employer to achieve its goals that do not result in a disparate impact on a protected
class, the reasonableness inquiry includes no such requirement.” Smith, 544 U.S. at 243.
For these reasons, the Court grants summary judgment against Tsur’s federal and state
claims of disparate impact age discrimination.
C. Retaliation
Tsur alleges retaliation for reporting or opposing age discrimination in violation of the
ADEA and two different Oregon statutes. The first Oregon statute, ORS § 659A.030(1)(f),
prohibits employers from retaliating against employees who oppose or report discrimination. The
second Oregon statute, ORS § 659A.199, makes it unlawful for employers to retaliate against
whistleblowing employees.
1. ADEA & Oregon Discrimination Law
a. Legal Standards
The ADEA includes an antiretaliation provision that makes it “unlawful for an employer
to discriminate against any of [its] employees . . . because such individual . . . has opposed any
practice made unlawful by [§ 623 of the ADEA] or because such individual, member or
applicant for membership has made a charge, testified, assisted, or participated in any manner in
an investigation, proceeding, or litigation under this chapter.” 29 U.S.C. § 623(d); see also
Stilwell v. City of Williams, 831 F.3d 1234, 1240 (9th Cir. 2016). To state a claim for retaliation
under the ADEA, a plaintiff must show that (1) he engaged in a protected activity, (2) he
suffered an adverse employment action, and (3) his protected activity was the but-for cause of
the adverse employment action. See Stilwell, 831 F.3d at 1246-47 (discussing how “the ADEA
retaliation provision [is] the equivalent of the anti-retaliation provision of Title VII” and that
under recent Supreme Court caselaw the protected activity must be the but-for cause of the
adverse employment action); see also Villiarimo v. Aloha Island Air, Inc., 281 F.3d 1054, 1064
(9th Cir. 2002) (stating the elements of a Title VII anti-retaliation claim); Gross v. FBL Fin.
Servs., Inc., 557 U.S. 167, 177 (2009) (establishing but-for causation for ADEA discrimination
claims).
Regarding the first element, Title VII’s anti-retaliation provision and parallel provisions
in other statutes, such as the ADEA, protect an employee’s opposition to or reporting of unlawful
discrimination. “Depending on the circumstances, reports of improper workplace behavior can
be protected activity under Title VII.” EEOC v. Go Daddy Software, Inc., 581 F.3d 951, 962 (9th
Cir. 2009). Filing a complaint with the Equal Employment Opportunity Commission is
considered a protected activity for Title VII’s anti-retaliation provision. Ray v. Henderson, 217
F.3d 1234, 1240 n.3 (9th Cir. 2000). “Making an informal complaint to a supervisor is also a
protected activity.” Id.
Tsur also brings a state law age retaliation claim under Oregon’s employment
discrimination and retaliation statute, ORS § 659A.030(1)(f). “The elements of a prima facie
case under ORS § 659A.030(1)(f) are substantially similar” to those for retaliation under
Title VII. Meyer, 292 Or. App. at 678 (citing Portland State Univ., 352 Or. at 711 (“[F]ederal
precedent interpreting the antidiscrimination provisions of Title VII can provide useful additional
context to aid our analysis of the meaning of ORS § 659A.030(1)(f).”)); see also Portland State
Univ., 352 Or. at 712 (“Title VII also contains an antiretaliation provision that is analogous to
ORS § 659A.030(1)(f).”). Further, the “relevant provision of the ADEA [is] substantially similar
to the antiretaliation prohibition contained in ORS § 659A.030(1)(f) and Title VII.” Id. at 715
n.12. Accordingly, courts analyze together antiretaliation claims under the ADEA and ORS
§ 659A.030(1)(f).
b. Application
Intel argues that the Court should grant summary judgment on Tsur’s retaliation claims
because Tsur did not engage in any protected activity for which Intel could have retaliated. Intel
also asserts that, even if Tsur did engage in protected activity, Tsur cannot establish the requisite
causal link between this activity and his layoff. Tsur responds that the protected activity for
which Intel retaliated was his April 11, 2012 letter to Evans and later discussions with Thronson
from Human Resources. As to causality, Tsur asserts that his reports to Evans and Thronson
caused Jones to submit the mid-year “Below Expectations” evaluation. To prove the necessary
link, Tsur relies on: (1) the timing of his evaluation, which appears from the record to be close in
time to when Thronson spoke with Jones about the investigation; (2) the fact that the evaluation
was given outside the normal timing for mid-year evaluations, which Tsur contends were
typically given in July; and (3) Jones’s failure to give Tsur a written warning before issuing the
evaluation, which Tsur asserts was normal practice when giving a “Below Expectations”
evaluation. Tsur then relies on his cat’s paw theory of causation.
The key question for whether Tsur engaged in protected activity is whether his letter of
April 11, 2012 and his discussions with Thronson, alone or in combination, constitute reports or
complaints of discrimination. Regarding the letter of April 11, 2012, Tsur reported that Jones
stated that he had never managed a person ten years older than himself and that Tsur did not
match the profile of Jones’s “team” of employees. Although Thronson states in her declaration
that Tsur never complained about age discrimination, Thronson admits that she asked Tsur about
those comments by Jones, and Tsur testified during his deposition that he told Thronson, “yes,
there is age discrimination.” Tsur also testified that during that conversation, it “caught
[Thronson’s] attention” when Tsur discussed Intel’s “perception that young people create all the
innovation and that jades people’s evaluation of people by age.” This is sufficient to create a
genuine dispute of material fact whether Tsur engaged in protected conduct.
Regarding causation, Tsur has presented sufficient evidence to defeat summary judgment.
The court first reviews whether there is evidence to show a retaliatory motive on the part of
Jones for his alleged conduct. Conduct outside the statute of limitations is relevant for purposes
of discerning whether Jones had a retaliatory motive. RK Ventures, 307 F.3d at 1062.
Considering the temporal proximity between when Jones learned about the protected activity and
prepared the “Below Expectations” performance evaluation of Tsur on or before September 6,
2012, is sufficient, even by itself, to show retaliatory motive. Although not precisely clear from
the record, it appears that Thronson discussed the investigation with Jones “several months” after
April 2012, most likely in or around July 2012, and that by September 6, 2012, Jones had a draft
of the evaluation prepared. Courts often consider temporal proximity of several months or less
enough to support an inference of retaliation on its own. See Van Asdale v. Int’l Game Tech., 577
F.3d 989, 1003 (9th Cir. 2009) (two-and-one-half months); Alpha Energy Savers, Inc. v. Hansen,
381 F.3d 917, 929 (9th Cir. 2004) (three months); Thomas v. City of Beaverton, 379 F.3d 802,
812 (9th Cir. 2004) (seven weeks); Coszalter v. City of Salem, 320 F.3d 968, 977 (9th Cir. 2003)
(three, five, and eight months, respectively, all sufficient to support an inference of retaliation);
Miller v. Fairchild Indus., 885 F.2d 498, 505 (9th Cir. 1989) (42 days). The additional
evidence—that Jones did not provide notice of the evaluation and gave the evaluation outside the
normal mid-year evaluation season—further bolsters Tsur’s claimed retaliatory motive for his
conduct.
After accepting Jones’s retaliatory motive for his “Below Expectations” performance
evaluation, his requirement that Tsur be placed on a CAP, receive an “Improvement Required”
performance evaluation, and receive an SSL5 award followed within three months. The Court
finds an issue of fact on whether those were also based on retaliatory animus, particularly given
Tsur’s ongoing reporting of problems with Jones to Thronson during this time period. Although
these all occurred outside the statute of limitations, because, as discussed above, Jones’s alleged
retaliatory animus is alleged to have influenced the adverse employment actions that occurred
within the statute of limitations, his alleged retaliatory motive is relevant. For the same reasons
the Court found an issue of fact on causation for discrimination under the cat’s paw theory, the
Court finds an issue of fact on causation for retaliation under this theory. See Acosta v.
Brain, 910 F.3d 502, 514 (9th Cir. 2018) (affirming denial of summary judgment on retaliation
based on the cat’s paw theory for causation because the alleged wrongdoer “set in motion a
proceeding by an independent decisionmaker that led to an adverse employment action” (cleaned
up)).
For these reasons, Tsur may proceed to trial on his claims of retaliation under 29 U.S.C.
§ 623(d) and ORS § 659A.030(1)(f).
2. Oregon Whistleblower Retaliation
To prove whistleblower retaliation under ORS § 659A.199,12 Tsur must show that Intel
discharged, demoted, suspended, or otherwise discriminated or retaliated against Tsur “with
regard to promotion, compensation or other terms, conditions or privileges of employment”
because Tsur “in good faith reported information that [he] believes is evidence of a violation of a
state or federal law, rule or regulation.” ORS § 659A.199(1); see also Hall v. State, 274 Or.
App. 445, 453 (2015) (analyzing the statute’s “subjective, good faith” standard). “To prove a
12 Both parties blend Tsur’s retaliation claims under ORS §§ 659A.030(1)(f)
(employment discrimination retaliation) and 659A.199 (whistleblower retaliation), despite the
different standards for these statutory claims. The Court analyzes them separately.
violation [of ORS § 659A.199], a plaintiff must establish a causal link between her complaints
about the violation of a law, rule, or regulation, on the one hand, and defendant’s adverse
employment actions, on the other.” Rohrer v. Oswego Cove, LLC, 309 Or. App. 489, 497 (2021)
(quotation marks omitted); see also Ossanna v. Nike, Inc., 290 Or. App. 16, 28 (2018), aff’d, 365
Or. 196 (2019) (interpreting the statute’s causation requirement as incorporating “the tort
principle of causation by requiring proof that the employee’s protected activity was a substantial
factor in the employer’s adverse decision”).
Intel’s motion against Tsur’s whistleblower retaliation claim fails for the same reason as
its motion against Tsur’s employment discrimination retaliation claim. Tsur’s letter of
August 11, 2012 raised the comments by Jones about Tsur’s age and not being a match with the
“team” and Tsur’s subsequent conversation with Thronson confirmed age discrimination and
Intel’s perception about the value of younger employees that skewed managers’ assessments of
employees based on age. This is sufficient to create a triable issue as to whether Tsur had a good
faith belief that he was raising a complaint or report of a violation of rules, regulations, or laws.
The same evidence supporting the ADEA causal link creates a triable issue on causation for this
claim.
For these reasons, Tsur may proceed to trial on his claims of whistleblower retaliation
under ORS § 659A.199.
D. National Origin Discrimination
Intel argues that summary judgment should be granted against Tsur’s national origin
discrimination claim because Tsur provides no evidence of discriminatory animus from Jones (or
anyone else) as to Tsur’s national origin. In response, Tsur asserts that Jones’s alleged
anti-Israeli and antisemitic remarks support an inference that Jones had discriminatory animus
based on Tsur’s national origin. The rest of the argument, Tsur contends, mirrors his cat’s paw
theory of discrimination from Tsur’s age discrimination disparate treatment claim.
Unlike with Tsur’s age discrimination claim, for his national origin discrimination claim
Tsur initially provided no evidence that Jones made any such remarks. In his response to Intel’s
motion for summary judgment, Tsur asserted that, among other comments, Jones made the
following statements to Tsur:
• You Israelis have too narrow a view of the world.
• Jews created a lot of problems in this world, look at Socialism.
• Coming from a small country like Israel, do not expect too much
cooperation from other departments at Intel.
• You Israelis speak too directly with coworkers. This is not a good
way to conduct business at Intel.
• You need to work at improving your accent.
• I find the same communication problem that I have with you,
with people who come from China or India.
ECF 68 at 7 (internal page 2) (footnote omitted). Tsur then cited to his deposition at 225:01-
236:20, which he represented were attached as Exhibit 9 to the Declaration of Shanti Lewallen
(ECF 69). Id. The only pages from Tsur’s deposition that were attached to the Lewallen
declaration, however, were pages 210, 225, 226, and 254. ECF 69 at 104-07.
On December 20, 2022, the day before oral argument, the Court provided counsel with its
Tentative Opinion and Order, noting that Tsur had provided no evidence showing any statements
by Jones reflecting national origin discrimination. Later that evening, Tsur moved for leave to
file a supplemental declaration that contained a corrected version of Exhibit 9 to the Lewallen
Decl. ECF 81. The proposed corrected version of Exhibit 9 included pages 226-36 from Tsur’s
deposition, which were cited in the Facts section of Tsur’s response to Intel’s motion for
summary judgment but inadvertently omitted from Lewallen’s declaration based on a “clerical
error.” ECF 81-1.
All of this was presented to the Court before oral argument on Intel’s motion. Because
there is no unfair prejudice to Intel, the Court granted Tsur’s motion for leave to file a
supplemental declaration. The Court also allowed Intel to file a supplemental response.
In its supplemental response, Intel argues that the alleged statements regarding “Jews”
and Tsur’s “accent” are not actionable statements about his national origin. See, e.g., Mandel v.
Bd. of Trustees of California State Univ., 2018 WL 5458739, at *7 (N.D. Cal. Oct. 29, 2018)
(distinguishing between claims based on race (Jewish) and national origin (Israeli)); but see
EEOC v. AN Luxury Imports of Tucson, Inc., 2013 WL 12044519, at *1 (D. Ariz. Dec. 5, 2013)
(denying summary judgment on claims based, in part, on allegations that supervisors “mocked”
employee’s German accent); Ahuvia v. Wyndham Vacation Resorts, Inc., 2013 WL 12407310, at
*14 (D. Haw. Nov. 13, 2013) (finding triable issue on race and national origin claims when
supervisor mimicked employee’s Jewish accent and made comments about how “Jews are
greedy and selfish”).
In Espinoza v. Farah Manufacturing Co., the Supreme Court recognized that national
origin “refers to the country where a person was born, or, more broadly, the country from which
his or her ancestors came.” 414 U.S. 86, 88 (1973). “In the federal courts, there is uncertainty
about what constitutes race versus national origin discrimination under Title VII.” Salas v.
Wisconsin Dep’t of Corr., 493 F.3d 913, 923 (7th Cir. 2007). This is because “the line between
racial and national origin discrimination is difficult to draw and . . . ‘the notion of “race” as
contrasted with national origin is highly dubious.’” Id. (quoting Ortiz v. Bank of Am., 547 F.
Supp. 550, 560-62 (E.D. Cal. 1982)).
“The EEOC defines national origin discrimination broadly to include the denial of
employment opportunities because of an individual’s, or his or her ancestor’s, place of origin or
because an individual has the physical, cultural, or linguistic characteristics of a national origin
group.” Id. (emphasis in original) (citing 29 C.F.R. § 1606.1). Jewish people of Middle-Eastern
national origin may qualify as such a group, because the line between race and national origin is
blurred.13 See id. (noting that Hispanics qualify as such a group despite coming from different
countries because they are being discriminated against “because of their appearance or accent,
the very characteristics described in the EEOC regulations”). In the context of a person of Israeli
national origin, the Court declines to parse comments that involve both being Israeli and Jewish
and exclude comments about being Jewish as unrelated to national origin.
Intel also argues that the comments are merely “stray remarks.” The Ninth Circuit,
however, applies the “stray remark” doctrine when there are only a few relatively benign
remarks. See Merrick v. Farmers Ins., 892 F.2d 1434, 1438-39 (9th Cir. 1990) (holding that a
hiring executive’s comment that he chose “a bright, intelligent, knowledgeable young man” over
the plaintiff was merely a stray remark that could not, without more, establish age
discrimination). The Ninth Circuit has rejected applying the stray remark doctrine for even a few
statements that show discriminatory animus. See Mayes v. WinCo Holdings, Inc., 846 F.3d 1274,
1282 (9th Cir. 2017) (rejecting applying stray remark doctrine based on comments that “a male”
would be better as chair of the safety committee and that supervisor did not like “a girl” running
freight crew); Dominguez-Curry, 424 F.3d at 1038 (rejecting as merely a stray remark alleged
comments of supervisor such as “women have no business in construction”); Cordova v. State
Farm Ins., 124 F.3d 1145, 1149 (9th Cir. 1997) (rejecting as merely a stray remark when
13 Judaism may also qualify as a protected class based on religion.
supervisor made two statements, including that employee was “a dumb Mexican”). The Court
thus declines to find for purposes of summary judgment that Jones’s alleged comments were
merely stray remarks.
Intel further argues that the alleged comments were unrelated to the decisionmaking
process. Tsur, however, is arguing that his supervisor Jones had discriminatory animus based on
Tsur’s national origin, that Jones gave Tsur low performance ratings and SSL awards based in
part on that discriminatory animus, and that those low performance ratings and SSL awards
influenced the decionmaking process. Tsur has provided sufficient evidence to survive summary
judgment that Jones had discriminatory animus based on national origin. For the same reasons
that the Court denied summary judgment on Intel’s discrimination claim based on age
discrimination, the Court denies Intel’s motion for summary judgment against Tsur’s national
origin discrimination claim under Title VII and Oregon law, based on the “cat’s paw” theory.
CONCLUSION
The Court GRANTS in part and DENIES in part Defendant’s Motion for Summary
Judgment (ECF 61). Plaintiff may proceed to trial on his federal and state claims of disparate
treatment age discrimination (Claim One), retaliation for reporting and/or opposing age
discrimination (Claim Three), and disparate treatment national origin discrimination (Claim
Four). The Court grants summary judgment in favor of Defendant on Plaintiff’s federal and state
claim of disparate impact age discrimination (Claim Two).
IT IS SO ORDERED.
DATED this 29th day of December 2022.
/s/ Michael H. Simon
Michael H. Simon
United States District Judge