Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019

United States District Court for the Southern District of Mississippi · 2019-01-18

29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md)

Original case on neochart.com

Case and law context

29 U.S.C. §§ 621–634

Role: applied; posture: civil; ADEA disparate treatment and disparate impact; employer motion for summary judgment granted in part and denied in part by SD Miss; result: mixed; claim:

Uncertainty

None recorded

Misfit

None recorded

B · Case × element grid

Top-level elements follow claim order in panels of up to six elements. Case rows repeat across panels. Every recorded block retains its holding and basis; multiple blocks are not merged into a case-level verdict. ✓ satisfied · ✗ not satisfied · ○ not reached · · not addressed. Muted blocks are not counted. Sub-element evidence remains on case and element pages.

Elements 1–6 of 31

29 U.S.C. §§ 621–634
CaseEmployer coverage and exclusionsAge forty or olderHiring discharge or employment termsJudicial but-for standard for age-based treatmentRoute-conditioned statutory f(1) and f(2) alternativesConditional state firefighter and law-enforcement hiring or retirement
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed

Elements 7–12 of 31

29 U.S.C. §§ 621–634
CaseAge sixty-five executive or high-policymaker compulsory retirementJudicial impact requirement to identify a particular practiceJudicial impact requirement of significant causal disparityCovered employment agencyCovered labor organizationOpposition or participation
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed
✗ not · no-evidenceNot counted: applied/alternative
· not addressed· not addressed· not addressed· not addressed

Elements 13–18 of 31

29 U.S.C. §§ 621–634
CaseJudicial material-adversity standard for retaliationRetaliatory causal connectionAgency referral discriminationMembership classification referral or causing discriminationEmployer agency or union advertiserAge-based notice or advertisement
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 19–24 of 31

29 U.S.C. §§ 621–634
CaseWage reduction to complyEmployer agency union or combination maintaining a pension planEstablish or maintain an employee pension benefit planAge-based accrual or allocation cessation or reductionSubsection i pension qualifications and complianceConditional bona fide seniority system or benefit plan
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 25–30 of 31

29 U.S.C. §§ 621–634
CaseNarrow bona fide occupational qualificationDisplayed scope and specialized exclusionsCharge filing waiver and remediesForeign workplace conflict with local lawGood cause for employer discharge or disciplineJudicial outside-applicant coverage limit where circuit precedent controls
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed· not addressed· not addressed· not addressed· not addressed· not addressed

Elements 31–31 of 31

29 U.S.C. §§ 621–634
CaseReasonable factors other than age
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))· not addressed

Instances and excluded annotation blocks

Annotation blocks, including explicitly excluded context
CaseElementHolding and scopePatternExact source quotations
Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 — satisfied · triable (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Judicial but-for standard for age-based treatmentsatisfied
Counted merits instance
applied / merits

basis: triable

The court rejects the 2013 remark as direct evidence and as circumstantial evidence of animus, and rejects the list of terminated older salespersons; the triable issue rests on falsity of the stated reasons alone (Reeves).
corrective action plan planned before any documented customer complaint, non-mandatory incentive quota, earlier lower quota results tolerated; one remote age remark held not probative
Prior to the implementation of the corrective action plan generally noting some complaints, the record is in fact barren of documented customer complaints.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [37189:37344] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Gallarelli wrote: "[Briggs] was wanting to wait until 2015 numbers come out (STAR/Quota) so we can properly draft a [corrective action plan.] ... We have three months minimum so no harm at this time."
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [39163:39363] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Rogers has presented evidence that STAR quota is not mandatory, that Gallarelli and Briggs planned his corrective action plan prior to documenting any customer complaints, and that Medline did not fire him or place him on any form of corrective action for quota numbers significantly lower than his 2015 finish.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [41032:41343] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

It is undisputed that Rogers never met Medline's established sales quotas from 2012 until the date of his termination in 2016.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [3762:3888] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: cuts-against; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Although the comment was made by Gallarelli, an individual with authority over Rogers, and was related to Rogers' age, it was made more than three years before Medline terminated Rogers.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [23487:23673] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: cuts-against; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

"Thus, the plaintiff can survive summary judgment by producing evidence that creates a jury issue as to the employer's discriminatory animus or the falsity of the employer's legitimate nondiscriminatory explanation."
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [40213:40429] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: rule; polarity: not recorded; absent flag: 0; quoted-rule flag: 1 (1 = tagged; 0 = not tagged)

Because Rogers has called into question the truth of Medline's legitimate, nondiscriminatory reasons for his termination, he has done enough to withstand Medline's Motion [55] for Summary Judgment.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [41344:41541] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 — satisfied · conceded (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Hiring discharge or employment termssatisfied
Counted merits instance
applied / merits

basis: conceded

specialty salesperson terminated for substandard performance after a corrective action plan; prima facie case conceded for the motion
Medline terminated Rogers' employment effective July 31, 2016.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [10759:10821] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

For purposes of this Motion [55], Medline has conceded that Rogers has met his prima facie burden to show a claim based on intentional age discrimination.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [26285:26439] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: supports; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 — not · waived (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Judicial impact requirement to identify a particular practicenot
Counted merits instance
applied / merits

basis: waived

The abandonment disposes of the whole disparate-impact claim; it is recorded on neutral-practice because that is the element the court's alternative ruling addresses.
disparate-impact theory pleaded but expressly disclaimed in the summary-judgment response
In fact, Rogers states in the final footnote of his Response [70] that "[he] is not traveling under a disparate impact theory."
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [18544:18671] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: fact; polarity: cuts-against; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

The Court finds that Rogers has abandoned his claim of disparate impact.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [18817:18889] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Rogers v. Medline Indus., Inc. — 361 F. Supp. 3d 616 (2019) · United States District Court for the Southern District of Mississippi · 2019 — not · no-evidence (29usc623: author: Flash2 · QA: FIX (Fable, neov2/cases/TRIAGE-Flash.md))Judicial impact requirement to identify a particular practicenot
Excluded from merits counts
applied / alternative

basis: no-evidence

no employment policy identified at all; only a list of terminated older salespersons
Instead, the employee is "responsible for isolating and identifying the specific employment practices that are allegedly responsible for any observed statistical disparities."
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [17606:17781] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: rule; polarity: not recorded; absent flag: 0; quoted-rule flag: 1 (1 = tagged; 0 = not tagged)

Rogers has not identified or isolated any neutral employment policy to form the basis of such a claim.
Source: docroot/ir/caselaw/f_supp_3d_361.jsonl#/f-supp-3d/361/0616-01; Unicode character offsets [19057:19159] (end exclusive); SHA-256 2143e6e4f5eb47581a48a6456883ef0a33ea83acc69f8ba50f47224c3eb47c2e.

Evidence kind: held; polarity: not recorded; absent flag: 0; quoted-rule flag: 0 (1 = tagged; 0 = not tagged)

Court interpretations recorded from this case