Opinion

Moss v. BMC Software, Inc.

  • 610 F.3d 917
  • 93 Empl. Prac. Dec. (CCH) 43,929
  • 109 Fair Empl. Prac. Cas. (BNA) 1173
  • 2010 U.S. App. LEXIS 13662
  • 2010 WL 2633062
Court
Court of Appeals for the Fifth Circuit
Filed
Jul 2, 2010
Status
Published
Author
Stewart
On the bench
Benavides, Stewart, Southwick
Cited by
274 cases
Authority
More cited than 97.2%

explaining that, “for an age-based comment to be probative of an employer’s discriminatory intent, it must be direct and unambiguous, allowing a reasonable jury to conclude without any inferences or presumptions that age was an impermissible factor in the decision to terminate the employee,” and for such evidence to be sufficient to prove age discrimination, it must be “1

How later courts described this case

  • explaining that, “for an age-based comment to be probative of an employer’s discriminatory intent, it must be direct and unambiguous, allowing a reasonable jury to conclude without any inferences or presumptions that age was an impermissible factor in the decision to terminate the employee,” and for such evidence to be sufficient to prove age discrimination, it must be “1
  • concluding that differences in qualifications are generally not probative evidence of discrimination “[u]nless the qualifications are so widely disparate that no reasonable employer would have made the same decision” (citation omitted)
  • stating that a plaintiff may show pretext through either evidence of disparate treatment or by showing that the employer’s proffered explanation for the adverse employment action is false or “unworthy of credence.”
  • explaining that comments are direct evidence of age discrimination only if they satisfy four criteria, one of which requires that the remark be age related

Written by the judges who cited it.

The opinion

Case: 09-20488 Document: 00511162468 Page: 1 Date Filed: 07/02/2010

IN THE UNITED STATES COURT OF APPEALS

FOR THE FIFTH CIRCUIT United States Court of Appeals

Fifth Circuit

FILED

July 2, 2010

No. 09-20488 Lyle W. Cayce

Clerk

MICHAEL MOSS

Plaintiff - Appellant

v.

BMC SOFTWARE, INC.

Defendant - Appellee

Appeal from the United States District Court

for the Southern District of Texas

Before BENAVIDES, STEWART, and SOUTHWICK, Circuit Judges.

CARL E. STEWART, Circuit Judge:

Michael Moss, a commercial transactions and information technology

lawyer, brought this case alleging that software company BMC Software, Inc.

(BMC) violated the Age Discrimination in Employment Act, 29 U.S.C. § 621, et

seq. (ADEA), by declining to hire him when he applied for a Staff Legal Counsel

position. At that time, Moss was 68 years old. BMC instead hired a younger

lawyer. In response to Moss’s claims, BMC asserted that the younger lawyer was

the better qualified candidate. The district court granted summary judgment in

favor of BMC, concluding that Moss failed as a matter of law to show that he was

clearly more qualified than the candidate hired in order to establish pretext and

had not proffered any direct evidence of discrimination. We AFFIRM.

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I. FACTUAL AND PROCEDURAL BACKGROUND

A. Moss Applies for a Position at BMC

In September 2006, at the age of 68, Moss submitted his application for an

in-house Staff Legal Counsel position with BMC, a company that develops,

licenses, and markets software. BMC’s job announcement included the following

description of the Staff Legal Counsel position:

Job Functions & Responsibilities:

• Manage the legal aspects of all transactions involving the

creation or acquisition of technology for resell [sic] to

customers either on a stand-alone basis or as part of a BMC

product and subject to either BMC’s or another party’s end

user license, including OEM, Alliance, Development

Outsourcing, Resell and other agreements.

• Manage the legal aspects of all transactions involving the

creation of migration routes for customers of withdrawn BMC

products and methods for extracting additional value from

those products

• Create, implement, and maintain policies, processes and

programs around the use of third party code

• Provide general legal support for R&D, Alliances, and other

business groups

Skills Required:

• Advanced legal drafting and negotiating skills, especially in

an IP licensing practice

• Advanced legal and non-legal communication skills

• Advanced team leadership and project management skills

Education/Training Required:

• J.D. from an accredited U.S. law school with top academic

credentials

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• Five or more years experience in a transactional IP practice

The Staff Legal Counsel position would report to BMC’s Associate General

Counsel, Catherine Stallworth. Prior to a restructuring of BMC’s legal

department, Stallworth had been responsible for the matters that would be

assumed by the Staff Legal Counsel and therefore she had the most familiarity

with the type of work that would be performed by the successful candidate.

Stallworth was responsible for making the final hiring decision.

After Moss applied for the position, he received no response from BMC.

Stallworth stated that she rejected Moss’s application because he did not have

relevant experience and was therefore not qualified for the position. BMC

continued to seek applications, and received an application from Monika Lim.

When Moss received no response to his application, he sent a letter

directly to BMC’s General Counsel, Denise Clolery. In the letter, Moss outlined

in greater detail that he believed he possessed the necessary experience and

skills for the open position. After receiving Moss’s letter, Clolery forwarded his

resume to Stallworth. According to Stallworth, she thought “it wouldn’t hurt to

call” and ask Moss about some of the experience that he described in his letter.

Stallworth conducted a telephone interview with Moss. During the conversation,

Moss stated that he had experience with what BMC referred to as OEM

transactions, but that he used different terminology to describe that type of

work. Based on the telephone interview, Stallworth scheduled Moss for an in-

person interview.

Moss and Lim interviewed at BMC on the same day. Both candidates

interviewed with Stallworth, Clolery, and two other members of the legal

department. At the conclusion of the interviews, the interviewers met to discuss

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the candidates and unanimously agreed that Moss lacked the hands-on

experience with the specific transactions necessary for the Staff Legal Counsel

position, and would likely be unable to successfully and quickly assume the

responsibilities of the position. Moss was not offered the job. BMC hired Lim,

who was substantially younger than Moss.

B. Moss’s Qualifications

Moss obtained his law degree from Berkeley in 1964 and then worked for

two years at a litigation firm in California. He then joined a Chicago law firm,

and made partner after three years. Moss remained at that firm as a partner for

the next five years, until the firm dissolved. At that time, Moss formed another

firm with some of his former partners, Katten Muchin. There, Moss handled

complex corporate transactions, became the firm’s draftsman, and had a role in

overseeing all of the transactions that the firm handled. After eleven years with

Katten Muchin, Moss moved to another firm, Neiman & Grais, as a partner.

Five years later, Moss joined Gordon & Glickson as a partner. Gordon &

Glickson was a specialized information technology (IT) law firm. For the next 14

years, Moss did nothing but IT transactions, which primarily involved software

licensing. During that time, Moss was intimately involved in reviewing software

license agreements and modifying the agreements as necessary to protect his

clients. Moss was responsible for translating all of the technical concepts of a

deal into contract-grade wording. Moss also did a substantial amount of systems

integration work, which involved the installation of hardware and software

applications to fit a customer’s needs. In 2004, Moss retired from the firm.

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C. Lim’s Qualifications

Lim received her law degree in 1997 from Regent University School of Law

in Virginia and then worked for three years at a litigation firm in Irving, Texas.

She subsequently spent one year working in Hong Kong as in-house counsel to

a company offering satellite and multimedia broadcast services in Asia and the

Middle East. There she structured, negotiated, and drafted contracts with the

company’s technology partners.

Lim next moved to a position as in-house counsel for Landmark Graphics

Corporation, a subsidiary of Halliburton Energy Services, where she had been

working for four years at the time she applied for the position at BMC. At

Landmark, Lim handled software licensing and open source code legal issues,

and her resume reflects responsibilities including: negotiating software

licensing, managing open source legal issues, managing alliance partner

matters, and assisting with outsourcing. Lim handled several software OEM

agreements and was extensively involved in software licensing. Lim interacted

with numerous internal client groups, balancing the various interests of those

groups to manage transactions and projects related to software issues.

D. ADEA Lawsuit

In March 2007, Moss filed a charge of age discrimination against BMC

with the Equal Employment Opportunity Commission (EEOC) and in October

2007 the EEOC issued a Notice of Right to Sue letter. In January 2008, Moss

filed the present action in district court. The district court granted summary

judgment in favor of BMC, concluding that although Moss established a prima

facie case of discrimination, BMC had advanced a legitimate, non-discriminatory

reason for not hiring Moss. The district court held that, as a matter of law, Moss

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had failed to show that he was clearly more qualified than Lim in order to

establish pretext, nor had he proffered any direct evidence of discrimination.

II. DISCUSSION

We review the grant of a motion for summary judgment de novo, applying

the same standard as the district court. Threadgill v. Prudential Sec. Group,

Inc., 145 F.3d 286, 292 (5th Cir. 1998). Summary judgment is proper “if the

pleadings, the discovery and disclosure materials on file, and any affidavits show

that there is no genuine issue as to any material fact and that the movant is

entitled to judgment as a matter of law.” F ED. R. C IV. P. 56(c). When considering

a motion for summary judgment, the court views all facts and evidence in the

light most favorable to the non-moving party. United Fire & Cas. Co. v. Hixson

Bros. Inc., 453 F.3d 283, 285 (5th Cir. 2006). Mere conclusory allegations are

insufficient to defeat summary judgment. Eason v. Thaler, 73 F.3d 1322, 1325

(5th Cir. 1996).

Moss asserts that the district court erred in granting summary judgment

because it improperly discounted his evidence that BMC’s articulated reasons

for not hiring him were pretext and because it improperly disregarded evidence

of a discriminatory intent.

A. Pretext Analysis

Under the ADEA, “[i]t shall be unlawful for an employer to fail or refuse

to hire . . . any individual or otherwise discriminate against any individual with

respect to his compensation, terms, conditions, or privileges of employment,

because of such individual’s age.” 29 U.S.C. § 623(a)(1). To establish an ADEA

claim, “[a] plaintiff must prove by a preponderance of the evidence (which may

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be direct or circumstantial), that age was the ‘but-for’ cause of the challenged

employer decision.” Gross v. FBL Fin. Servs., Inc., 129 S. Ct. 2343, 2351 (2009).

Applying the framework from McDonnell Douglas Corp. v. Green, 411 U.S.

792, 802 (1973), “[a] plaintiff relying on circumstantial evidence must put forth

a prima facie case, at which point the burden shifts to the employer to provide

a legitimate, non-discriminatory reason for the employment decision.” Berquist

v. Washington Mut. Bank, 500 F.3d 344, 349 (5th Cir. 2007). If the employer

articulates a legitimate, non-discriminatory reason for the employment decision,

the plaintiff must then be afforded an opportunity to rebut the employer’s

purported explanation, to show that the reason given is merely pretextual.

Jackson v. Cal-Western Packaging Corp., 602 F.3d 374, 378–79 (5th Cir. 2010).

In determining whether the plaintiff’s rebuttal precludes summary

judgment, “[t]he question is whether [the plaintiff] has shown that there is a

genuine issue of material fact as to whether this reason was pretextual.” Id. A

plaintiff may show pretext “either through evidence of disparate treatment or by

showing that the employer’s proffered explanation is false or ‘unworthy of

credence.’” Id. (quoting Laxton v. Gap Inc., 333 F.3d 572, 578 (5th Cir. 2003)). A

showing that the unsuccessful employee was “‘clearly better qualified’ (as

opposed to merely better or as qualified) than the employees who are selected”

will be sufficient to prove that the employer’s proffered reasons are pretextual.

EEOC v. La. Office of Cmty. Servs., 47 F.3d 1438, 1444 (5th Cir. 1995).

1. Whether Moss was “Clearly Better Qualified” than Lim

The parties agree that Moss made out a prima facie case of age

discrimination and that BMC has asserted a legitimate, nondiscriminatory

reason for hiring Lim. The contested issues arise under the pretext stage of the

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analysis. Moss first asserts that he has presented sufficient evidence to create

a genuine issue of material fact as to whether he was clearly better qualified

than Lim for the Staff Legal Counsel position.

To show that he was “clearly better qualified” than Lim and raise a fact

question as to whether discrimination was a factor in BMC’s hiring decisions,

Moss must present evidence from which a jury could conclude that “no

reasonable person, in the exercise of impartial judgment, could have chosen the

candidate selected over the plaintiff for the job in question.” Deines v. Texas

Dep’t of Protective & Regulatory Servs., 164 F.3d 277, 280–81 (5th Cir. 1999).

“[U]nless the qualifications are so widely disparate that no reasonable employer

would have made the same decision,” id., any “differences in qualifications are

generally not probative evidence of discrimination,” Celestine v. Petroleos de

Venezuella SA, 266 F.3d 343, 357 (5th Cir. 2001). Thus, “the bar is set high for

this kind of evidence.” Id.

a. Quality and Extent of Experience v. Specific Experience

Moss first claims that he was clearly better qualified than Lim for the

Staff Legal Counsel job based on the higher quality and extent of his legal

experience with IT licensing and commercial transactions. BMC responds that

despite Moss’s excellent qualifications and greater length of experience, Lim’s

work experience was better suited to the specific needs of BMC—particularly

with respect to the OEM transactions for which the Staff Legal Counsel would

be responsible.

“[A]n ‘attempt to equate years served with superior qualifications . . . [is]

unpersuasive.’” Nichols v. Loral Vought Sys. Corp., 81 F.3d 38, 42 (5th Cir. 1996)

(quoting Bodenheimer v. PPG Indus., 5 F.3d 955, 959 (5th Cir. 1993)).

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“Obviously, work experience is one component of defining who is more qualified,”

but “greater experience alone will not suffice to raise a fact question as to

whether one person is clearly more qualified than another.” Id. (internal

quotations and citations omitted). In EEOC v. Louisiana Office of Community

Services, this court recognized that the fact that a candidate’s experience is

recent and specialized in relation to the job at issue is a consideration relevant

to qualification, in addition to simple length of experience. 47 F.3d at 1444–45;

see also Odom v. Frank, 3 F.3d 839, 846 (5th Cir. 1993) (noting that the hired

candidate “had significant recent experience in several of the . . . areas that were

most relevant to the new position. . . . Most of the work for which [plaintiff] had

been primarily responsible during the several years preceding [ ] the application

process simply was not relevant to the new position.”).

As the district court noted, both Moss and Lim met the basic skills and

education requirements for the job. Both had a J.D. from an accredited law

school, had five or more years of experience in a transactional IP practice, had

a record of advanced legal drafting and negotiating skills in an IP licensing

practice, and had demonstrated advanced communication, leadership, and

project management skills. A review of the two resumes demonstrates that Moss

undoubtedly has more experience and higher-level experience generally. But

Moss’ undisputedly lengthier tenure of experience—fourteen years practicing IT

law compared with Lim’s five years—does not necessarily demonstrate superior

qualifications. Nichols, 81 F.3d at 42.

BMC asserts that handling OEM agreements was a critical responsibility

of the position. Consequently, BMC claims, because Lim’s experience with OEM

software transactions “was directly on point” for the specific needs of the Staff

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Legal Counsel position, and Moss simply lacked experience with the type of

OEM software agreements for which the attorney hired would be responsible, he

cannot show that he was “clearly better qualified” for the position than Lim.

Moss argues that, contrary to BMC’s assertions, he has extensive experience

working on OEM transactions or similar OEM-type transactions.

Beyond his own conclusory assertions, Moss advances no evidence that he

has experience with OEM transactions. OEM refers to Original Equipment

Manufacturer; in the software context an OEM agreement refers to an

agreement under which a party licenses software from another company and

resells that software as its own or as part of a larger software product it owns or

licenses. Moss described his areas of principal expertise as IT outsourcing and

systems integration. Although Moss claims that his areas of experience dealt

with “identical issues which BMC was required to address in handling the

transactions that they labeled as ‘OEM agreements,’” his deposition testimony

regarding his OEM-type work experience was vague: he discussed his work in

broad terms of contract, he had trouble with software-specific technical

terminology, and he could not detail how his prior deals involved OEM-type

work. He revealed his lack of familiarity with OEM transactions in the software

context when he frankly admitted that in order to prepare for his deposition he

“pulled an OEM license agreement . . . just to see what—in a conventional

setting, where the licensee was somebody situated similarly to BMC—what they

would consider the issues to be . . . I just looked it up on Google. I looked up

OEM software licenses.”1 Moreover, Moss forthrightly stated in his deposition

1

The excerpt from the deposition is included below:

Q: Did you review any other documents, sir, in preparation for the deposition,

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testimony that during his interview with Stallworth, “[o]nce she went into the

business about how the OEM was really the key to the deal, I made it very clear

to her that OEM was not an area of specialty for me . . . .” 2 He further stated

that “I [ ] hadn’t spent time with the sole transaction being a deal that you could

identify as a self-contained OEM licensing deal.” 3

other than those that you have just mentioned? . . .

A: I thought of one. I pulled—and I don’t even remember the source or who it

was, or whatever—but I pulled an OEM license agreement, because that has

been the subject of so much discussion here, just to see what—in a conventional

setting, where the licensee was somebody situated similarly to BMC—what they

would consider the issues to be, and to see how that stacked up against the

discussions that I had with Catherine Stallworth in my initial interview with

her, where we had a discussion of OEM software licenses.

Q: Okay. And, specifically what OEM license agreement did you pull?

A: I don’t remember. . . . I just looked it up on Google. I looked up OEM software

licenses. And one of the links that came up was to a license agreement with a

company that looked to me like a large sized company that might in some

way—that it—I assumed they were themselves an original producer,

manufacturer, whatever of software, a la BMC; so I thought that might be

reasonably representative.

2

To place the statement in context, the entire excerpt from the deposition states:

Q: Do you remember anything else about that call, what you shared with Ms.

Stallworth with regard to your qualifications for the position?

A: Well, one thing stands out in my mind. And that is, I think I bent over

backwards to tell her what I wasn’t, and what I didn’t have. Once she went into

the business about how the OEM was really the key to the deal, I made it very

clear to her OEM was not an area of specialty for me, that I had done

transactions relating to it, and transactions that actually amounted to an OEM,

but where we didn’t so label it. And, therefore, you know, she should be aware

that if she was looking for somebody who had been doing nothing or nearly

nothing but OEM inbound licenses, I wasn’t that person.

3

This statement appeared in the following context:

Q: What, specifically, did [Stallworth] say to you, that indicated to you . . . that

the breadth of your experience would be something that the group could exploit?

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BMC’s employment requisition form and job announcement also stated

that, in addition to OEM agreements, the Staff Legal Counsel would be

responsible for Alliance and Development Outsourcing agreements. Regarding

the term “alliance” in the job announcement, Moss stated that:

I didn’t know what the heck it meant. . . . they use jargon all the

time in the IT industry—I wasn’t sure what “alliance” meant. But

to the extent it seemed to suggest [ ] more than one party on the

same side of a transaction, where their interests are more or less

aligned, yeah, I have done that many times.

In the software development industry, according to Stallworth, “alliance work

is when you use a peer or a similar company’s technology for testing and

development, [or] compatibility testing. Sometimes it also has a marketing

connotation.” With respect to Development Outsourcing, Moss stated “I don’t

know that there is such a concept, at least in my lexicon, as development

...

A: —she said: Boy, you—something like: You’ve really covered a lot of stuff.

And, you know—this is part of the same conversation—you know [ ] so much

about software licensing, there won’t be any trouble with OEM. And, moreover,

you know so much other stuff, you could be a real asset around here. You could

help other people. You could teach other people. You could fill in, in various

places. She might even have used the term “mentoring” or “training” or

something. But definitely, we got into the topic that my—the breadth of my

background would be an asset. I mean, I came away from that first

conversation—literally—I don’t want to exaggerate—thinking: I got this job,

unless there’s something weird going on here. I thought she got it. I thought she

knew exactly what I could do. [ ] I gave her every opportunity, with all the [ ]

you know, what she might view as the glitches in there about the fact that I

didn’t—hadn’t spent time with the sole transaction being a deal that you could

identify as a self-contained OEM licensing deal. That was all before her. She

knew that I had never done an open source deal. All these things that are

negatives were all out there. And notwithstanding all of that, she’s telling me:

I want you back. I want you to run through all these other people. And giving

me a very strong sense verbally . . . that she really thought I would have the job,

that she wanted me to do the job, and that she thought that I would get the job.

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outsourcing. Maybe it means something at BMC. But to me . . . development and

outsourcing are two different concepts. . . . I took those not to be a combined

term because, to me, that was almost gibberish.” At BMC, Stallworth explained,

a development outsourcing agreement is “an agreement where you engage

somebody else to take over your development function . . . the creation of

software products.” The fact that Moss’s experience, however extensive, did not

entail familiarity with OEM, Alliance, and Development Outsourcing

agreements in the software context—the specific transactions for which the Staff

Legal Counsel would be responsible—was relevant to the hiring decision. Odom,

3 F.3d at 846.

Because Moss lacked experience with the three specific types of

transactions that comprised the primary responsibilities of the Staff Legal

Counsel, whereas Lim had been performing precisely those types of transactions

in her prior job, Moss cannot show that he was “clearly better qualified” than

Lim for the position. Although Moss’ accomplishments and qualifications are

unquestionably impressive, as this court has stated on numerous occasions:

The ADEA was not intended to be a vehicle for judicial

second-guessing of employment decisions nor was it intended to

transform the courts into personnel managers. The ADEA cannot

protect older employees from erroneous or even arbitrary personnel

decisions, but only from decisions which are unlawfully motivated.

Bienkowski v. Am. Airlines, Inc., 851 F.2d 1503, 1507–08 (5th Cir. 1988).

b. Validity of the Emphasis on OEM Transactions

Moss further argues that even if experience or lack thereof as to one

particular type of transaction may in some situations be dispositive of a hiring

decision, such is not the case here. He asserts that BMC’s emphasis on OEM

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transactions “smacks of pretext” because BMC overlooked Moss’s superior

experience as to the other responsibilities covered by the job.

An employer’s reliance on a previously unmentioned job requirement to

justify a challenged hiring decision would raise a genuine issue of material fact

as to pretext. See Bergene v. Salt River Project Agric. Improvement & Power

Dist., 272 F.3d 1136, 1143 (9th Cir. 2001) (holding that the fact-finder could

regard an employer’s explanation as pretextual when the person promoted

became qualified for the position only after a change in the job requirements);

Williams v. Nashville Network, 132 F.3d 1123, 1132–33 (6th Cir. 1997) (per

curiam) (holding that the fact-finder might view the employer’s explanation as

pretextual when the employer’s proffered reason for hiring another candidate

was not a listed job requirement). Here, for example, BMC also cites Moss’s lack

of experience with open source licensing and Lim’s experience as in-house

counsel as influencing their conclusion that Lim was better qualified for the

Staff Legal Counsel position. Neither experience with open source licensing nor

experience as in-house counsel, however, were listed in the job announcement

or BMC’s internal job requisition form as responsibilities or desired

qualifications; although these qualifications are likely relevant to the position,

we do not consider them for purposes of summary judgment.

Our review demonstrates that BMC’s emphasis on hands-on experience

with OEM, Development Outsourcing, and Alliance transactions is supported by

the record. Not only were these responsibilities listed in the job announcement

and BMC’s internal job requisition form, but the affidavits and deposition

testimony of Stallworth, Clolery, Lim, and other members of the legal

department confirm that experience with these specific agreements was a

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central and legitimate hiring consideration. Clolery stated that “the key

responsibility of this position was to handle the very important OEM

transactions, both inbound and outbound, that BMC was involved in.”

Stallworth said that the Staff Legal Counsel was expected to spend

approximately 70% of his or her time on managing transactions involving the

creation or acquisition of technology for resell to customers through OEM,

Alliance, Development Outsourcing, and Resell agreements. The BMC legal

department therefore commonly referred to the Staff Legal Counsel position as

the “OEM Attorney” position. Clolery further explained that BMC needed the

new hire to “get up to speed quickly” and Stallworth similarly stated that BMC

needed an individual in the Staff Legal Counsel position who could “hit the

ground running” and “operate immediately with little supervision.” They

therefore believed that someone who had previously worked on these specialized

types of transactions in the software context would be optimal.

Lim confirms that the focus on OEM transactions was genuine: she stated

that during her interview Stallworth asked about her software licensing

experience and her reseller OEM experience. She explained in her deposition

that the primary responsibilities of the job were “[n]egotiating OEM agreements

and responsibility in general for the legal portions of OEM agreements. . . .

oversee[ing] the open source program, the reseller contracts which were the

market zone contracts, alliance agreements and general questions from R and

D.” When she started with BMC she worked mainly on “OEM agreements,

alliance agreements, market zone agreements. . . .”

Moss argues that the evidence offered by BMC and relied on by the district

court was not proper summary judgment evidence because it consisted of

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“[BMC’s] own self-serving statements.” But “[s]worn affidavits . . . are certainly

appropriate for review on a Rule 56 motion for summary judgment” and Moss

has proffered no evidence suggesting this testimony to be less than truthful.

EEOC v. WC&M Enters., Inc., 496 F.3d 393, 398 (5th Cir. 2007). Moreover, Moss

has not asserted in the district court or on appeal that additional discovery

would produce a quality or quantity of evidence different from the current

summary judgment record. Therefore, as the district court concluded, Moss lacks

evidence of pretext, and as a matter of law would not be able to prove “that age

was the ‘but-for’ cause of the challenged adverse employment action.” Gross, 129

S. Ct. at 2352.

2. Standard for Pretext Claims Based on Superior Qualifications

Moss next argues that the district court erred by applying a heightened

standard in comparing his qualifications to Lim’s—a standard that has been

rejected by the Supreme Court. In its summary judgment order, the district

court stated that:

A court can infer pretext if it determines that the plaintiff was

“clearly better qualified (as opposed to merely better or as qualified)

than the employee[ ] who [was] selected.” Office of Cmty. Serv., 47

F.3d at 1444. To demonstrate that the employee who was selected

is clearly better qualified than the defendant, the plaintiff must

show that “disparities in curricula vitae are so apparent as to jump

off the page and slap [the fact finder] in the face.” Odom v. Frank,

3 F.3d 839, 847 (5th Cir. 1993).

The standard articulated in the first sentence, “clearly better qualified,”

is good law. Burrell v. Dr. Pepper/Seven Up Bottling Group, Inc., 482 F.3d 408,

412 (5th Cir. 2007). In Ash v. Tyson Foods, Inc., however, the Supreme Court

held that the Eleventh Circuit “erred in articulating the standard for

determining whether the asserted nondiscriminatory reasons for [the

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No. 09-20488

employer’s] hiring decisions were pretextual” when it stated that “[p]retext can

be established through comparing qualifications only when the disparity in

qualifications is so apparent as virtually to jump off the page and slap you in the

face.” 546 U.S. 454, 456–57 (2006) (internal citations and quotation marks

omitted).

The district court erred by reciting the “slap you in the face” standard.

Although the district court stated the incorrect standard, however, its careful

and fact-specific analysis reflects that it actually applied the proper standard.

Regardless, as discussed above, summary judgment was appropriate under the

correct “clearly better qualified” standard. See Holtzclaw v. DSC Comm’n. Corp.,

255 F.3d 254, 258 (5th Cir. 2001) (a panel may “affirm summary judgment on

any ground supported by the record, even if it is different from that relied on by

the district court.”).

3. Disparate Opportunity to Interview

Moss also claims that BMC’s failure to request an interview after he

initially submitted his resume, and the fact that his interview with Stallworth

was cut short, function as evidence of pretext.

As BMC notes, however, Moss’s asserted qualifications for the job were not

apparent from the face of his resume. On that basis, Stallworth attested that she

initially determined that Moss did not have the requisite experience and chose

not to interview him. Moss’s subsequent cover letter to Clolery outlined

experience related to the position which was not included in his previously

submitted resume. Accordingly, Moss’s argument that he was not provided an

interview before he submitted a cover letter which he patterned after BMC’s job

posting does not show pretext.

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Moss’s argument that his interview with Stallworth was shorter than

Lim’s also does not show pretext. Moss’s interview process consisted of a lengthy

phone interview with Stallworth, and on-site interviews with Stallworth and

other senior BMC lawyers. Moss had sufficient time during the interview process

to present his qualifications to BMC. Further, the timing of Moss’s interview

with Stallworth is not evidence of discrimination as the schedule was

determined by BMC’s human resources department based on the interviewers’

availability. Therefore, the fact that Stallworth was last on Moss’s interview

schedule and he spent more time than allotted with the other interviewers,

resulting in less time with Stallworth, does not show pretext.

B. Motivating Factor

Moss asserts that he presented ample evidence that age discrimination

was a motivating factor in BMC’s decision not to hire him, sufficient to survive

summary judgment. In Gross v. FBL Financial Services, Inc., however, the

Supreme Court rejected the application of Title VII’s “motivating factor”

standard to ADEA cases. Gross, 129 S. Ct. at 2349–51. A plaintiff bringing an

ADEA claim must prove, by a preponderance of the evidence, that age was the

“but-for” cause of the challenged adverse employment action. Id. at 2345. In light

of the Supreme Court’s holding in Gross, to the extent that Moss alleges that

discrimination was a motivating factor—rather than the “but for” cause—in

BMC’s decision not to hire him, his claims must fail.

C. Direct Evidence of Discriminatory Animus

Moss’s final argument is that remarks by Stallworth serve as direct

evidence of age discrimination. Specifically, Moss asserts that Stallworth’s

comment that she was searching for a lawyer at a “more junior” level than

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No. 09-20488

herself functions as direct evidence of discrimination. BMC claims that

Stallworth’s comment was facially neutral and not probative of age

discrimination.

In some ADEA cases, evidence of pretext is not needed. Rachid v. Jack in

the Box, Inc., 376 F.3d 305, 312 (5th Cir. 2004). In Rachid, for example, the

plaintiff presented evidence that the decision maker told the plaintiff “. . . you’re

too old.” Id. at 315. The court held that “such comments preclude summary

judgment because a rational trier of fact could conclude that age played a role

in [the employer’s] decision to terminate [plaintiff].” Id. at 315–16. However, this

court has also “repeatedly held that ‘stray remarks’ do not demonstrate age

discrimination.” EEOC v. Texas Instruments, Inc., 100 F.3d 1173, 1181 (5th Cir.

1996). “In order for an age-based comment to be probative of an employer’s

discriminatory intent, it must be direct and unambiguous, allowing a reasonable

jury to conclude without any inferences or presumptions that age was an

impermissible factor in the decision to terminate the employee.” Id. (citing

Bodenheimer, 5 F.3d at 958). “Remarks may serve as sufficient evidence of age

discrimination if they 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.” Medina v. Ramsey Steel Co., Inc., 238 F.3d 674, 683 (5th Cir. 2001).

Stallworth testified that her statement relating to hiring someone at a

“more junior level” referenced the need to hire an attorney at a lower level in the

organization, as opposed to the age of the desired candidate. She explained that

after her “role changed” and her responsibilities increased at BMC, the Staff

Legal Counsel position was created to assume some of her previous

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No. 09-20488

responsibilities, but that they did “not necessarily need someone with [her] level

of general experience as [she] would be available to get involved in major

matters if needed.” As BMC notes, in this context “more junior level” could very

well refer to an older individual who went to law school later in life or otherwise

had less experience, who would come into the position at a “more junior level”

than Stallworth. In fact, Moss himself characterizes the position as “effectively

an entry level position.” After reviewing the record, we conclude that

Stallworth’s comment was consistent with the evidence regarding the position,

the proposed salary of $8,000-$11,000 per month, and the hierarchy of BMC’s

legal department. Stallworth’s comment was not “direct and unambiguous” or

even age-related, and therefore not “probative of [BMC’s] discriminatory intent.”

Texas Instruments, Inc., 100 F.3d at 1181.

III. CONCLUSION

For the reasons discussed, we AFFIRM the judgment of the district court.

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This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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