Ruiz v. Posadas

CourtCourt of Appeals for the First Circuit
DecidedAugust 18, 1997
Docket97-1065
StatusPublished

This text of Ruiz v. Posadas (Ruiz v. Posadas) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ruiz v. Posadas, (1st Cir. 1997).

Opinion

UNITED STATES COURT OF APPEALS FOR THE FIRST CIRCUIT

No. 97-1065

IVAN RUIZ, ET AL.,

Plaintiffs, Appellants,

v.

POSADAS DE SAN JUAN ASSOCIATES,

Defendant, Appellee.

APPEAL FROM THE UNITED STATES DISTRICT COURT

FOR THE DISTRICT OF PUERTO RICO

[Hon. Juan M. Perez-Gimenez, U.S. District Judge]

Before

Selya, Circuit Judge,

Cyr, Senior Circuit Judge,

and Boudin, Circuit Judge.

Jose L. Rivero Vergne for appellants. Nilda M. Navarro-Cabrer for appellee.

August 18, 1997

CYR, Senior Circuit Judge. Appellants Ivan Ruiz and

Estela Diaz, husband and wife, challenge various district court

rulings relating to their claims against appellee Posadas de San

Juan Associates, Inc. ("Posadas" or "Hotel"), alleging, inter alia,

age discrimination under the Age Discrimination in Employment Act

(ADEA), 29 U.S.C. S 621 et seq., and Puerto Rico "Law 100," 29

L.P.R.A. S 146 et seq. As we conclude that appellants failed to

generate a trialworthy dispute regarding their federal claims, we

affirm the district court judgment.

I

BACKGROUND

In 1985, appellant Ivan Ruiz began work as a housekeeper

at the "Hotel San Juan & Casino" ("Hotel"), owned by Posadas, a New

York corporation. By 1987 Ruiz had been promoted to Team Leader,

Housekeeping Department, responsible for supervising housekeeping

in Hotel "public areas" ( e.g., offices, meeting rooms, gymnasium).

Beginning in 1991, he worked five nights a week on the 8:00 p.m. to

4:00 a.m. shift.

As a Team Leader, Ruiz received mixed performance

ratings. During the period from 1987 through 1993, the average

annual performance rating Ruiz received ranged from lows of 3.30 in

The material facts in genuine dispute are related in the light most favorable to appellants, who opposed summary judgment. Velez- Gomez v. SMA Life Assur. Co., 8 F.3d 873, 875 (1st Cir. 1993).

1987 and 1989, to a high of 4.02 in 1990. Ruiz received regular

salary increases throughout his tenure. In addition, he received

three merit certificates for excellent supervisory performance and

a "good" overall rating in 1992.

During his tenure, however, Ruiz received some criticism.

In 1988, he was criticized by Felix Joseph, his supervisor at the

time, for "total negligence . . . or total and complete disregard

of . . . Company Policy or both," following an unannounced one-day

absence from work. In 1990, a different supervisor, Eddie Ortiz,

noted "major cleaning deficiencies" in the areas for which Ruiz was

responsible specifically, trash not picked up, rooms not

cleaned, and furniture not dusted as well as a general "lack of

attention" to cleaning responsibilities in the Hotel corporate

offices. Finally, in 1993, yet another supervisor, Jorge Serrano,

warned Ruiz about poor cleaning in the gymnasium and filed a

contemporaneous disciplinary report against him.

Ruiz, on the other hand, dates most of his employment

problems from late 1993, when Luis Rivera, age 32, became Hotel

Executive Housekeeper. Rivera regularly criticized Ruiz, verbally

and in writing, on his job performance. In March 1994, Rivera

On a scale of 1 to 5, "3" indicated that standard job requirements were met; "4" that the requirements were exceeded "in many instances"; "5" that the requirements were "consistently" exceeded.

For example, in February 1994 Rivera notified Ruiz that many complaints had been lodged regarding the Hotel offices and that inspection had disclosed failures to dust, pick up trash, clean window areas, and clean bathrooms. Rivera warned Ruiz that he expected "immediate action" and that "[f]ailure to comply" would

rated Ruiz's performance for 1993 as "need[ing] improvement" in

three areas: accepting criticism, solving problems, and quality of

performance. Rivera noted that Ruiz blamed others for his own

deficiencies, responded lackadaisically to guest requests, and

provided inadequate supervision to subordinates. After Ruiz com-

plained to Rivera, the performance evaluation was changed from

"need[ing] improvement" to "satisfactory," but Rivera did not

soften the negative written commentary. The average rating Ruiz

received for 1993 was 3.69. See supra note 2.

Beginning in 1993, Victoria Greber, Executive Assistant

Manager, "Rooms Division," likewise complained that Hotel public

areas were found to be untidy following Ruiz's shift. Felipe

Mercado, the night manager ultimately responsible for supervising

Ruiz, complained directly to Greber about uncleanliness in areas

for which Ruiz was responsible. Other unfavorable comments

relating to the untidiness of Hotel public areas following Ruiz's

shift were noted in the Hotel log books daily diaries describ-

"result in disciplinary action."

The annual ratings Ruiz received during his tenure were:

Evaluation Date Score Comparison to Rivera's Rating of Ruiz for 1993 calendar year

03-02-94 3.69 the rating given by Rivera 11-12-92 3.68 lower than Rivera's score 11-01-91 3.39 lower " " " 10-30-90 4.02 higher " " " 11-10-89 3.30 lower " " " 07-30-89 3.47 lower " " " 01-06-87 3.30 lower " " "

ing, inter alia, the physical condition of the Hotel by various

Hotel employees including Rivera.

During the Spring of 1994, the occupancy rate at the

Hotel dropped dramatically, resulting in severe shortfalls in Hotel

revenues and prompting work-force reductions by the administration.

In May 1994, Greber met with Rivera and Egidio Colon, Human

Resources Director, to evaluate the personnel records of all

employees holding an employment position within any category

targeted for reduction, which included a Team Leader position in

the Housekeeping Department, "Rooms Division."

After the personnel file on each Team Leader in the

Housekeeping Department had been reviewed, and following receipt of

input from Colon and Rivera, Greber determined to discharge Ruiz.

According to both Colon and Greber, the dispositive factors were

the negative written evaluations (Ruiz posted the lowest average

scores of any Team Leader), the negative commentaries, the disci-

plinary warnings, the complaints from night manager Felipe Mercado,

and the negative log-book notations regarding the uncleanliness of

the public areas following Ruiz's shifts.

On June 2, 1994, Ruiz was fired, after being told that

the Hotel was undergoing "reorganization," and "adjustments" in the

At the time, there were four Team Leaders in the Housekeeping Department: John Waters, age 61, Steven Rosado, age 27, Carlos Carrasquillo, age 34 all of whom worked the day shift and Ruiz, age 61, who worked the night shift only. Carrasquillo and Rosado had less seniority in their respective Team Leader positions than Ruiz. Rosado had been a Team Leader for only seven months, and Carrasquillo had become a Team Leader one year after Ruiz.

"Rooms Division" were necessary. Following Ruiz's dismissal,

supervisory responsibility for the night shift was divided between

Carrasquillo and Waters, both of whom continued to serve as Team

Leaders on their daytime shifts as well.

On June 7, 1994, Ruiz filed age-discrimination charges

with the Equal Employment Opportunity Commission and the

Antidiscrimination Unit of the Puerto Rico Department of Labor,

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