Moss v. BMC Software, Inc.

610 F.3d 917, 2010 U.S. App. LEXIS 13662, 93 Empl. Prac. Dec. (CCH) 43,929, 109 Fair Empl. Prac. Cas. (BNA) 1173, 2010 WL 2633062
CourtCourt of Appeals for the Fifth Circuit
DecidedJuly 2, 2010
Docket09-20488
StatusPublished
Cited by260 cases

This text of 610 F.3d 917 (Moss v. BMC Software, Inc.) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Moss v. BMC Software, Inc., 610 F.3d 917, 2010 U.S. App. LEXIS 13662, 93 Empl. Prac. Dec. (CCH) 43,929, 109 Fair Empl. Prac. Cas. (BNA) 1173, 2010 WL 2633062 (5th Cir. 2010).

Opinion

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.

*920 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• Manage the legal aspects of all transactions involving the creation of migration routes for customers of withdrawn BMC products and methods for extracting additional value from those products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

Edueation/Training Required:

• J.D. from an accredited U.S. law school with top academic credentials
• 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. Stall-worth 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 Stall-worth. 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 inter *921 viewed with Stallworth, Clolery, and two other members of the legal department. At the conclusion of the interviews, the interviewers met to discuss 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.

C. Linn’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.

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610 F.3d 917, 2010 U.S. App. LEXIS 13662, 93 Empl. Prac. Dec. (CCH) 43,929, 109 Fair Empl. Prac. Cas. (BNA) 1173, 2010 WL 2633062, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moss-v-bmc-software-inc-ca5-2010.