AI Case Brief
Generate an AI-powered case brief with:
đKey Facts
âïžLegal Issues
đCourt Holding
đĄReasoning
đŻSignificance
Estimated cost: $0.10â$0.50 per brief, depending on opinion length and retries
Full Opinion
United States District Court EASTERN DISTRICT OF TEXAS SHERMAN DIVISION SUZANNE JONES, § § Plaintiff, § v . § § Civil Action No. 4:21-CV-00733 § Judge Mazzant H. NEIL MATKIN, in his personal and § § official capacity; TONI JENKINS, in her § personal and official capacity; and COLLIN § COLLEGE, § Defendants. § MEMORANDUM OPINION AND ORDER Pending before the Court is Defendants H. Neil Matkin and Toni Jenkinsâ Motion for Summary Judgment on Qualified Immunity, filed in Defendantsâ individual capacities (Dkt. #9). Having considered the motion and the relevant pleadings, the Court finds the motion should be DENIED. BACKGROUND Dr. Suzanne Jones (âPlaintiffâ) worked as a teacher and professor at Collin College (a named Defendant in this action) for nearly twenty years. She was admired by her students and consistently received above-average teaching evaluations from students, as well as above-average performance reviews by Collin College. As of August 2017, Plaintiff had never received reprimand or formal disciplinary action from the Collin College administration. In August 2017, the Dallas Morning News published an open letter supporting the removal of confederate monuments in Dallas. Plaintiff signed her name on the open letter and listed âCollin Collegeâ under her signature. Faculty members at other public institutions also signed the petition and included the name of their college or university under their signature (Dkt. #1-7). On August 24, 2017, the Collin College Dean of Student and Enrollment Service asked Plaintiff to remove the reference to the college from the letter. In April 2018, Plaintiff signed a three-year full-time faculty contract (the âContractâ) with Collin College that included the following terms: The Contract is subject to Collin Collegeâs Board Policies, Collin Collegeâs Core Values, rules, procedures, regulations, and all applicable state and federal laws and regulations. Therefore, [Plaintiff] agrees to comply with Collin Collegeâs Board policies, Colling College Core Values, rules, procedures, regulations, all applicable federal and state law and any administrative directives (Dkt. #9 at p. 3). In fall 2018, the Collin College faculty elected Plaintiff to the Faculty Council (the âCouncilâ), a voluntary group that serves to provide input into Collin Collegeâs governances. As a faculty member with expertise in educational curriculum and instruction, Plaintiff was âspecifically considered specialized in online teachingâ (Dkt. #22-1 ¶ 10). This specialization became particularly important in 2020 when the COVID-19 pandemic disrupted the globe and created novel issues for educators and higher-ed administrators. Having received complaints from their colleagues about the prospect of returning to in-person teaching, Plaintiff and the Council issued a resolution to Collin College that summarized the collective concerns of the faculty about teaching during the pandemic, and it proposed solutions pursuant to those concerns. The District President of Collin College, Defendant Dr. H. Neil Matkin (âDefendant Matkinâ), was not pleased with the resolution. He expressed that the Council may not have fully represented the faculty, âfind[ing] it ironic that some of the chief proponents of closing [the] campuses and going fully online failed to speak to the faculty they were charged to representâ (Dkt. #5 ¶ 18). Plaintiff continued communicating her concerns to the senior administration. On August 4, 2020, Plaintiff emailed the Vice President of Collin College, Defendant Dr. Toni Jenkins (âDefendant Jenkinsâ), inquiring as to whether pre-semester faculty meetings would have a virtual attendance option for those with accommodations. Defendant Jenkins never responded. Additionally, Plaintiff posted on a social media account that Collin College was requiring many teachers and students to return to class in-person. She urged followers to âconsider emailing the college president, Dr Matkin, and asking for a simple solutionâ (Dkt. #9-2). Soon after this, Plaintiff and other faculty members organized a Collin College chapter of the Texas Faculty Association (the âTFAâ or the âunionâ), a local affiliate of the Texas State Teachers Association and the National Education Association. The unionâs mission is to protect the rights of higher education faculty. Plaintiff agreed to serve as the secretary and treasurer of the local union chapter. Without Plaintiffâs knowledge, the union listed this local chapter as the âCollin College-Planoâ local chapter on its website, providing Plaintiffâs personal email address as the contact information. Several issues related to the local union chapter arose between Plaintiff and Collin College in the following months. Prior to September 2020, the Collin College administration was unaware of Plaintiffâs role in helping to organize the collegeâs union chapter. On September 22, 2020, Plaintiff asked the Council president, Dr. Kat Balch, if Plaintiff could announce the local union chapter during the Council meeting. Dr. Balch responded that Defendant Jenkins had advised that faculty members âabsolutely [could not] make an announcement about the existence or solicit membership in TFA as itâs an organization clearly associated with state and national labor organizations/unionsâ (Dkt. #1 ¶ 25). On September 28, 2020, the Collin College Dean of Academic Affairs and Workforce called Plaintiff to request that she remove any mention of Collin College, as well as Plaintiffâs contact information, from the unionâs website. During the call, the Dean relayed to Plaintiff, âI have dreaded calling you all day, but we need you to get the collegeâs name off the [union] website because we cannot be associated with a unionâ (Dkt. #22 at p. 6). Within 48 hours, the union removed the details. Then, in December 2020, the local union chapter submitted a proposal for a panel at Collin Collegeâs Faculty Development Conference, which was initially approved and designated a specific presentation slot. After the panel had been approved, Defendant Jenkins pulled the presentation from the schedule. The local union chapter held its first recruitment meeting at Collin College on January 28, 2021 after advertising the event on social media. That same day, Mary Barnes-Tilley, a provost for Collin College, and Chief Human Resources Officer, Floyd Nickerson, met with Plaintiff and informed her that Collin College would not be renewing her teaching contract. Plaintiff learned at this meeting that three senior faculty members had recommended Plaintiffâs contract extensionâ but that Defendants Matkin and Jenkins overruled those recommendations. In making her nonrenewal recommendation, Defendant Jenkins asserts she considered the following criteria, which is outlined in the Collin College Boardâs policies: - Whether the faculty member advances the vision and mission of the college; - Whether the faculty member follows established policies, procedures and channels of communication; - Whether the faculty member serves effectively on committees, task forces, or other planning structures, which is part of [the facultyâs] shared governance responsibilities; - Whether the faculty member adheres to [the collegeâs] core values; and - Whether the faculty member collaborates well or professionally with other faculty and staff, and others. (Dkt. #9 at pp. 3â4). Plaintiff, however, responds that she was provided two reasons for the nonrenewal: (1) for challenging Collin Collegeâs COVID-19 reopening plans; and (2) for referencing Collin College in publicly accessible websites on two occasions (Dkt. #1 ¶ 40). Plaintiff then turned to the collegeâs grievance procedures. She sent a letter to the appropriate review panel requesting that it grant her grievance and reinstate her to the three-year contract that her dean, associate dean, and provost had previously approved (Dkt. #1 ¶ 43). In her nine-page grievance with thirty attached exhibits, Plaintiff alleged that, by refusing to renew her contract, Collin College, Matkin, and Jenkins violated the First Amendment of the United States Constitution, as well as Article I §§ 8, 27 of the Texas Constitution.1 Both Defendants Jenkins and Matkin responded to this grievance in writing. In these responses, Defendants expressed that the nonrenewal was based on Plaintiffâs improper use of Collin Collegeâs name in publicly accessible websites in 2017 and 2020 and her decisions to âexert external pressure on the college to not reopen as planned,â thereby undermining decisions made by the Board of Trustees (Dkt. #1-7 at pp. 3â4). Defendant Jenkins also acknowledged that Plaintiff had âdemonstrated several characteristics of an excellent faculty memberâ; received âpositive classroom evaluations and student evaluationsâ; and âbeen engaged in college service throughout her employmentâ (Dkt. #22 at p. 13). After asserting her grievance through all the appropriate channels, Plaintiffâs nonrenewal appeal was denied. Accordingly, on September 22, 2021, Plaintiff brought the present action under 1 The Court notes that Plaintiff also alleged violations of the Fourteenth Amendment due process clause and Article I § 19 of the Texas Constitution in her grievance. She initially asserted those claims in this Court but has decided not to pursue them further (Dkt. #22 at p. 7 n.1). 42 U.S.C. § 1983, asserting claims against Defendant Matkin and Defendant Jenkins in both their official and individual capacities (collectively, âDefendantsâ)2 for violating the First Amendment of the United States Constitution, as well as Article I §§ 8, 27 of the Texas Constitution. Plaintiff specifically alleges that Defendants unconstitutionally retaliated against her for exercising her rights to free speech and free association. On February 10, 2022, Defendants in their individual capacities moved to stay discovery and for partial summary judgment, invoking the defense of qualified immunity (Dkts. #8â9). Plaintiff responded to the present motion on March 17, 2022 (Dkt. #22). On March 24, 2022, Defendants replied (Dkt. #24), and on March 31, 2022, Plaintiff filed her sur-reply (Dkt. #25). LEGAL STANDARD The purpose of summary judgment is to isolate and dispose of factually unsupported claims or defenses. See Celotex Corp. v. Catrett, 477 U.S. 317, 327 (1986). Summary judgment is proper if the pleadings, the discovery and disclosure materials on file, and any affidavits show âthat there is no genuine issue as to any material fact and that the movant is entitled to judgment as a matter of law.â FED. R. CIV. P. 56(a). A dispute about a material fact is genuine âif the evidence is such that a reasonable jury could return a verdict for the nonmoving party.â Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986). The trial court must resolve all reasonable doubts in favor of the party opposing the motion for summary judgment. Casey Enters., Inc. v. Am. Hardware Mut. Ins. Co., 655 F.2d 598, 602 (5th Cir. 1981) (citations omitted). The substantive law identifies which facts are material. Anderson, 477 U.S. at 248. Typically, the party moving for summary judgment has the burden to show that there is no genuine issue of material fact and that it is entitled to judgment as a matter of law. Id. at 247. However, a qualified immunity defense âchanges the nature 2 Collin College is also a named Defendant in this action but is a non-movant for purposes of the current motion for summary judgment. of the summary-judgment burden, how and when the burden shifts, and what it takes to satisfy the burden.â Joseph v. Bartlett, 981 F.3d 319, 329 (5th Cir. 2020); Brown v. Callahan, 623 F.3d 249, 253 (5th Cir. 2010). The doctrine of qualified immunity protects government officials from suit âunless their conduct violates a clearly established constitutional right.â DePree v. Saunders, 588 F.3d 282, 287 (5th Cir. 2009) (citations omitted). This immunity protects âall but the plainly incompetent or those who knowingly violate the law.â Id. A plaintiff seeking to defeat qualified immunity must show: â(1) a violation of a constitutional rightâ and â(2) that the right at issue was clearly established at the time of the violation.â Id. When a defendant asserts qualified immunity in a motion for summary judgment, â[t]he plaintiff must show that there is a genuine dispute of material fact and that âthe plaintiffâs version of those disputed facts . . . constitute a violation of clearly established [constitutional] law.â Joseph, 981 F.3d at 330. Still, the court is to âview[] the facts in the light most favorable to the nonmoving party and draw[] all reasonable inferences in its favor.â Id. Moreover, the court must consider all of the evidence but refrain from making any credibility determinations or weighing the evidence. See Turner v. Baylor Richardson Med. Ctr., 476 F.3d 337, 343 (5th Cir. 2007). ANALYSIS Defendants move for summary judgment on the basis of qualified immunity. Specifically, Defendants assert they are entitled to summary judgment because Plaintiff has not alleged facts sufficient to establish that Defendantsâ conduct violated âclearly establishedâ free speech and association rights (Dkt. #9 at p. 13). Plaintiff responds that Defendants violated clearly established law by nonrenewing Plaintiffâs contract because of her association with a union and her speech on matters of public concern (Dkt. #22 at p. 20). The Court first considers whether Plaintiff has evinced facts that constitute a constitutional violation. See Vincent v. City of Sulphur, 805 F.2d 543, 547 (5th Cir. 2015) (indicating the district court has discretion to consider either qualified immunity prong first). Second, the Court considers whether the Defendantsâ conduct was in violation of clearly established law. I. Constitutional Violation To overcome Defendantsâ motion for summary judgment on qualified immunity, Plaintiff âmust show that there is a genuine dispute of material fact and that a jury could return a verdict entitling [her] to relief for a constitutional injury.â Joseph, 981 F.3d at 330. Viewing the facts in the light most favorable to Plaintiff, the Court considers whether Plaintiff has offered evidence that demonstrates a violation of her freedom of speech and/or her freedom of association under the First Amendment. A. Freedom of Speech Plaintiff alleges that Defendants nonrenewed her teaching contract in retaliation against her speaking as a private citizen on a matter of public concern. Specifically, Plaintiff alleges that Defendantsâ nonrenewal of her contract was motivated by their disapproval of Plaintiffâs speech regarding confederate monuments, the global pandemic, and unions. â[T]he First Amendment prohibits a public employer from retaliating against an employee for exercising his right to speak on a matter of public concern.â Tompkins v. Vickers, 26 F.3d 603, 606 (5th Cir. 1994). A First Amendment retaliation claim involving the employment relationship contains four elements: (1) the plaintiff suffered an adverse employment decision; (2) the plaintiffâs speech involved a matter of public concern; (3) the plaintiffâs interest in commenting on the matter of public concern outweighs the defendantsâ interest in promoting workplace efficiency; and (4) the protected speech motivated the defendantsâ actions. DePree v. Saunders, 588 F.3d 282, 286â87 (5th Cir. 2009), abrogated on other grounds by Sims v. City of Madisonville, 894 F.3d 632, 640 (5th Cir. 2018). When a public university professor asserts a First Amendment speech claim, the second and third elements are analyzed under the Pickering-Connick balancing standard. The standard requires that the professor show he or she was (1) âdisciplined or fired for speech that is a matter of public concern, and (2) [his or her] interest in the speech outweighed the universityâs interest in regulating the speech.â Buchanan v. Alexander, 919 F.3d 847, 853 (5th Cir.) cert. denied, 140 S. Ct. 432 (2019). 1. Adverse Employment Action and Matter of Public Concern It is undisputed that Plaintiff suffered an adverse employment decision. The Supreme Court has consistently held that âthe nonrenewal of a nontenured public school teacherâs[] contract may not be predicated on h[er] exercise of First . . . Amendment rights.â Perry v. Sindermann, 408 U.S. 593, 598 (1972). Further, Defendants do not contest that Plaintiffâs speech regarding confederate monuments, the global pandemic, and unions were matters of public concern. See Branton v. City of Dall., Tex., 272 F.3d 730, 739 (5th Cir. 2001) (âMatters of public concern are those which can âbe fairly considered as relating to any matter of political, social, or other concern to the communityââ (quoting Connick v. Myers, 461 U.S. 138, 146 (1983))). Importantly, however, that the content of the speech was a matter of public concern is not enough. â[I]nstead of asking only if the speech at issue was on a matter of public concern, a court must first decide whether the plaintiff was speaking as a citizen disassociated with [her] public duties, or whether the plaintiff was speaking in furtherance of the duties of his or her public employment.â Howell v. Town of Ball, 827 F.3d 515, 522â23 (5th Cir. 2016) (citing Garcetti v. Ceballos, 547 U.S. 410, 421 (2006)). Put differently, even if the employee spoke on a matter of public concern, there is no First Amendment protection if that speech was âmade in furtherance of a public employeeâs official duties.â Id. In determining whether Plaintiffâs speech was made in furtherance of her official duties, the Court considers âwhether the speech at issue is itself ordinarily within the scope of an employeeâs duties, not whether it merely concerns those duties.â Lane v. Franks, 573 U.S. 228, 240 (2014). The Court may âreview a number of factorsâ on this point, âincluding the internal versus external nature of the speech, the employeeâs formal job description, whether the employee spoke on the subject matter of his or her employment, and whether the speech resulted from special knowledge gained as an employee.â Harris v. Noxubee Cnty., Miss., 350 F. Supp. 3d 592, 599 (S.D. Miss. 2018) (citations omitted). Plaintiff asserts three occasions in which she spoke on a matter of public concern: in supporting removal of confederate monuments in Dallas, raising concerns about the Collin College pandemic reopening plan, and in associating with a union. Defendants do not contend that Plaintiffâs speech pertaining to confederate monuments or the union were made pursuant to her official duties. Rather, Defendants assert that Plaintiffâs âspeech concerned her own working conditions and duties in returning as a teacher when the College reopened its campuses to some in-person learning in the summer of 2020â (Dkt. #34 at p. 3). For this, Defendants conclude Plaintiff spoke in furtherance of her official duties when she sought to exert external pressure on Collin College regarding the plans to reopen. The Court disagrees. Defendants take issue with Plaintiffâs social media post asking followers to âconsider emailing the college president, Dr. Matkin, and asking for a simple solutionâ regarding the Collin College reopening plans for the fall semester (Dkt. #9-2). How a campus navigates its pandemic procedures is âa subject on which [teachers] are uniquely qualified to comment.â San Diego v. Roe, 543 U.S. 77, 80 (2004). Supreme Court precedent ârecognize[s] that speech by public employees on subject matter related to their employment holds special value precisely because those employees gain knowledge of matters of public concern through their employment.â Lane v. Franks, 573 U.S. 228, 240 (2014). Plaintiff has particular expertise in virtual learning; her knowledge became even more relevant when schools around the country were scrambling to finalize plans for the fall 2020 semester after a spring and summer derailed by the global pandemic. To be sure, Plaintiff served on the Council and had duties related to this role that required her to represent her colleagues and recommend solutions to the Collin County administration. Pursuant to these duties, Plaintiff worked with other Council faculty members to propose a resolution regarding the fall 2020 semester. But Defendant Matkin rejected this resolution, and Plaintiffâs concerns, as well as those of her colleagues, remained. Plaintiffâs post on social media was made in dissenting response to the collegeâs decision to go forward with a different reopening plan, which could not have been made in furtherance of any of her official duties. Indeed, there is a meaningful distinction between speech about official duties and speech in furtherance of those duties. Defendantsâ own arguments highlight this distinction. Defendants aver that Plaintiff spoke in furtherance of her official duties because âPlaintiffâs alleged speech concerned issues related to her own workplaceâ (Dkt. #9 at p. 13). In the same vein, Defendants contend that Plaintiff failed to comply with Collin College policies when she went outside of âadministrative channels of communication with respect to operational issues affecting [her] jobâ (Dkt. #9 at p. 14). If Plaintiff failed to comply with the collegeâs policies by publicly engaging in speech about the Collin College plans to reopen, Plaintiff could not have, therefore, also been commenting in furtherance of her official duties as a professor or Council representative. As a Collin College professor and expert in virtual learning, Plaintiff was a âmember[] of [the] community most likely to have informed and definite opinions as to howâ the campus should navigate its reopening during the COVID-19 pandemic. Pickering v. Bd. of Ed., 391 U.S. 563, 572 (1968); Lane, 573 U.S. at 240. Although Plaintiff âraise[d] complaints or concerns up the chain of command at [her] workplace about [her] job duties,â she also took her âjob concerns to persons outside the workplace.â Davis v. McKinney, 518 F.3d 304, 313 (5th Cir. 2008). Plaintiff made these âexternal communications . . . as a citizen, not an employee.â Id. 2. Pickering-Connick Balancing Next, the Court determines whether Plaintiffâs âinterest in the speech outweighed the [collegeâs] interest in regulating the speech.â Buchanan, 919 F.3d at 853. Plaintiff contends that her âinterests in speaking on matters of public concern outweigh the Collegeâs interest in efficiencyâ (Dkt. #22 at p. 29). Defendants respond to this argument to assert that the balancing test becomes particularly relevant when the Court considers the âclearly established lawâ prong of qualified immunity (Dkt. #24 at pp. 4â5). The Court finds that, viewed in the light most favorable to Plaintiff, the evidence establishes that Plaintiffâs interest in her speech outweighed Defendantsâ interest in regulating it. For one â[t]here is considerable value . . . in encouraging, rather than inhibiting, speech by public employees,â Lane, 573 U.S. at 236, as â[g]overnment employees are often in the best position to know what ails the [employers] for which they work.â Waters v. Churchill, 511 U.S. 661, 674 (1994) (plurality opinion). The value is two-fold, stemming from both âthe publicâs interest in receiving informed opinionâ as well as âemployeeâs own right to disseminate it.â San Diego, 543 U.S. at 82. And second, Defendants have offered the Court no argument nor pointed to evidence that would tilt the balance in their favor. âThe indispensable predicate to balancing . . . is evidence from the public employer of actual or incipient disruption to the provision of public services. . . . Without such evidence, âthere simply is no countervailing state interest to weigh against the employeeâs First Amendment rights.ââ Grogan v. Lange, 617 F. Appâx 288, 291 (5th Cir. 2015) (quoting Vojvodich v. Lopez, 48 F.3d 879, 884 (5th Cir. 1995)). 3. Motivating Factor Lastly, the Court considers whether Plaintiff has sufficiently shown that her protected speech motivated the Defendantsâ actions, which remains a question of disputed fact. After a plaintiff shows that her protected speech was a motivating factor in the adverse employment decision, a defendant has the opportunity of showing, by a preponderance of the evidence, that it would have taken the same adverse employment action regardless. See Mt. Healthy City Sch. Dist. Bd. of Educ. v. Doyle, 429 U.S. 274, 287 (1977). Plaintiff has sufficiently shown that her protected speech was a motivating factor in Defendantsâ nonrenewal of her teaching contract. Plaintiff and Defendants provided evidence of Plaintiffâs excellent teaching record at Collin College and evidence that Defendant Jenkins believed Plaintiff had âdemonstrated several characteristics of an excellent faculty member throughout her employment (Dkt. #22 at p. 13). It was not until Plaintiff became vocal about her stances on Collin Collegeâs COVID-19 reopening plans and Plaintiffâs association with a union that Defendants denied her contract renewal. Further, the only two senior administrators who declined to approve Plaintiffâs contract renewal are those that had expressed disapproval of the Councilâs COVID-19 resolution proposal and the local union chapterâthe Defendants. This is more than enough evidence for Plaintiff to meet her burden. Although Defendants offer the conclusory assertion that Plaintiffâs speech was not a motivating factor in their nonrenewal decision, the Court accepts the facts in light of Plaintiffâs proffered version of events. The facts are supported by evidence, and in the Fifth Circuit, âsummary disposition of the causation issue in First Amendment retaliation claims is generally inappropriate.â Haverda v. Hays Cnty., 723 F.3d 586, 599 (5th Cir. 2013). For all the foregoing reasons, the Court finds that Plaintiff has met her burden of establishing evidence that could support a juryâs finding that Defendants retaliated against Plaintiff for her protected speech, in violation of the First Amendment. B. Freedom of Association Expressive association recognizes âassociational rights derivative of the First Amendment rights of speech, assembly, petition for redress of grievances, and exercise of religion.â Hobbs v. Hawkins, 968 F.2d 471, 482 (5th Cir. 1992). Association with a union is considered expressive association under the First Amendment. See Thomas v. Collins, 323 U.S. 516, 532 (1945). To establish a constitutional claim for retaliation against the exercise of freedom of association with a union, Plaintiff must show: 1) she suffered an adverse employment action; 2) her interest in associating with the union âoutweighed the Defendantsâ interest in promoting efficiencyâ; and 3) her association with the union motivated the adverse employment action. Breaux v. City of Garland, 205 F.3d 150, 156 (5th Cir.), cert. denied, 531 U.S. 816, (2000). Plaintiffsâ association with the union must have been âa substantial or motivating factor in the adverse employment action.â Hitt v. Connell, 301 F.3d 240, 246 (5th Cir. 2002). Evident from these elements, â[t]he only difference between the requirements for a retaliation claim predicated on free speech and one predicated on free association is that the latter âis not subject to the threshold public concern requirement.ââ Breaux, 205 F.3d at 157, n.12 (quoting Boddie v. City of Columbus, Miss., 989 F.2d 745, 747 (5th Cir. 1993)). Accordingly, Plaintiff has met her burden of establishing evidence that could support a juryâs finding that Defendants retaliated against Plaintiff for her expressive association. See id. II. Clearly Established Having found that Plaintiff met her burden of showing a violation of a constitutional right, the Court now turns to consider whether âthe right at issue was clearly established at the time of the violation.â DePree, 588 F.3d at 287. At this juncture, Plaintiffâs version of any disputed facts must âconstitute a violation of clearly established [constitutional] law.â Joseph, 981 F.3d at 330. Plaintiff submits that Defendants violated clearly established law by nonrenewing her contract due to her association with a union and protected speech. Defendants aver that Plaintiff âcannot âidentify a caseâ in which âan officer acting under similar circumstances [as Defendants] were held to violate [the First Amendment]â (Dkt. #9 at p. 14 (quoting Joseph, 981 F.3d at 330)). âThe law is considered clearly established if the contours of the right asserted are sufficiently clear that a reasonable official would understand that what he is doing violates that right.â Tompkins, 26 F.3d at 606 (citing Texas Faculty Assân v. Univ. of Tex. at Dall., 946 F.2d 379, 389 (5th Cir. 1991)); see also Lytle v. Bexar Cnty., 560 F.3d 404, 410 (5th Cir. 2009) (âThe relevant, dispositive inquiry in determining whether a right is clearly established is whether it would be clear to a reasonable officer that his conduct was unlawful in the situation he confronted.â). A plaintiff is not required to produce âa case directly on point,â Ashcroft v. al-Kidd, 563 U.S. 731, 741 (2011), but the court must âbe able to point to controlling authorityâor a robust consensus of persuasive authorityâthat defines the contours of the right in question with a high degree of particularity.â Bevill v. Fletcher, 26 F.4th 270, 279 (5th Cir. 2022) (quoting Wyatt v. Fletcher, 718 F.3d 496, 503 (5th Cir. 2013)). âThe central conceptâ underlying the current scope of qualified immunity âis âfair warning.ââ Cooper v. Brown, 844 F.3d 517, 524 (5th Cir. 2016) (first quoting Morgan v. Swanson, 659 F.3d 359, 372 (5th Cir. 2011) (en banc); then citing Newman v. Guedry, 703 F.3d 757, 763 (5th Cir. 2012)). âThe law can be clearly established despite notable factual distinctions between the precedents relied on and the cases then before the [c]ourt, so long as the prior decisions gave reasonable warning that the conduct then at issue violated constitutional rights.â Id. (quoting Newman, 703 F.3d at 763). In determining whether Plaintiffâs rights were clearly established at the time of the alleged violation, the Court separately considers both asserted rights. A. Expressive Association Plaintiff asserts that clear law establishes First Amendment protections around an employeeâs union activities. Defendants urge a much narrower view for how the Court should consider the clearly established law, insisting âPlaintiff [] cannot identify a caseâ that factually mirrors the case presently before the Court. The Court declines to take such a rigid approach, particularly because, as discussed below, the First Amendment protections afforded to union activity have been clearly established for decades. âThe right to organize collectively . . . is [] a fundamental right.â United Steelworkers of Am., AFL-CIO v. Univ. of Ala., 599 F.2d 56, 61 (5th Cir. 1979) (citing Thomas v. Collins, 323 U.S. 516 (1945)). Supreme Court, Fifth Circuit, and persuasive case law consistently hold that âthe first amendment is violated by state action whose purpose is either to intimidate public employees from joining a union or from taking an active part in its affairs or to retaliate against those who do.â Pro. Assân of Coll. Educators, TSTA/NEA v. El Paso Cnty. Cmty. Coll. Dist., 730 F.2d 258, 262 (5th Cir. 1984). This right extends explicitly to public teachers. In 1989, the Supreme Court âaffirm[ed] the Fifth Circuit[â]s holding that a âpolicy limiting the rights of teachers to communicate with each other concerning employee organizations and union activitiesâ was âunconstitutional.â Tex. State Tchrs. Assân v. Garland Indep. Sch. Dist., 489 U.S. 782, 786â93 (1989) (internal citations omitted). Even in cases where âdiscrimination has not extended to actual discharge,â the Supreme Court has found a First Amendment violation because âteachers possess constitutionally protected rights of free association and [] section 1983 provides a remedy against state interference.â Smith v. Ark. State Highway Empâs. Loc. 1315, 441 U.S. 463, 464 (1979) (citing McLaughlin v. Tilendis, 398 F.2d 287 (7th Cir. 1968)). In support of its holding in Smith, the Supreme Court concluded: The [F]irst [A]mendment protects the right of an individual to speak freely, to advocate ideas, to associate with others, and to petition his government for redress of grievances. And it protects the right of associations to engage in advocacy on behalf of their members. The government is prohibited from infringing upon these guarantees either by a general prohibition against certain forms of advocacy or by imposing sanctions for the expression of particular views it opposes. Id.; see also Ala. State Fedân of Tchrs., AFL-CIO v. James, 656 F.2d 193, 197 (5th Cir. 1981). Indeed, other circuits have recognized that â[t]he unconstitutionality of retaliating against an employee for participating in a union was clearly establishedâ decades ago. Morfin v. Albuquerque Pub. Sch., 906 F.2d 1434, 1439 (10th Cir. 1990). And although âSupreme Court precedentâ makes âclear that a public employer may not constitutionally prohibit its employees from joining together in a union, or from persuading others to do so,â the rights to associate with a union are much broader. Roberts v. Van Buren Pub. Sch., 773 F.2d 949, 957 (8th Cir. 1985) (citing Ark. State Highway Empâs. Loc. 1315 v. Kell, 628 F.2d 1099, 1102 (8th Cir. 1980) (relying on Smith, 441 U.S. 463). Specifically, the Eighth Circuit, has found a ânonrenewal decisionâ unconstitutional when that decision âmay have been influenced by [] union activities,â such as âthe posting of notices on the bulletin board in the teachersâ lounge, the distribution of pamphlets and other information, the collection of dues, and the handling of inquiries concerning the credit union.â Id. (reasoning âthe right of union membership would be meaningless unless an employeeâs right to participate in union activities were also recognizedâ); see also, e.g., Carter v. Kurzejeski, 706 F.2d 835, 838 (8th Cir. 1983) (employees held leadership positions in union, filed numerous unfair labor practice complaints, and participated in grievance proceedings); El Paso Cnty. Comm. Coll., 730 F.2d at 262; Columbus Educ. Assoc. v. Columbus City Sch. Dist., 623 F.2d 1155, 1159 (6th Cir. 1980) (â[A] reprimand to retaliate against the zealous representation by a union spokesperson of a memberâs grievance impermissibly infringes upon the constitutional right of free association.â). Moreover, the Tenth Circuit has held that a plaintiffâs âright to association was violated because her termination was in retaliation for her activities as faculty representativeâ of a union. Saye v. St. Vrain Valley Sch. Dist. RE-1J, 785 F.2d 862, 866â67 (10th Cir. 1986). In so holding, the Tenth Circuit instructed that â[t]he right to participate in union activities may be abridged by a state employer only when the limitation is narrowly drawn to further a substantial state interest. Id. at 867 (citing Key v. Rutherford, 645 F.2d 880, 885 (10th Cir. 1981)). Along similar lines, the Fifth Circuit has repeated that âsubstantial interference with the educational process is a basis for restricting the exercise of First Amendment freedomsâ but that âdisagreement with the philosophy being expressed is emphatically not.â Hall v. Bd. of Sch. Commârs of Mobile Cnty., Ala., 681 F.2d 965, 972 (5th Cir. 1982) (cleaned up). Plaintiff here provides evidence that Defendantsâ nonrenewal decision may have been motivated by her union activities. Such activities include Plaintiffâs general membership within the union, Plaintiffâs leadership role in the union, Plaintiffâs efforts to advertise the union at a Collin College faculty meeting, and the unionâs proposal for a panel presentation at a Collin College Collegeâs Faculty Development Conference. Plaintiff never received official reprimand until she joined the union. Further, and notably, Defendant Jenkins specifically prohibited mention of the union at the faculty meetings, and she removed the unionâs panel slot for the development conference after it had already been approved and scheduled. While a genuine issue of material fact exists as to whether Plaintiffâs union association motivated Defendantsâ nonrenewal decision, the facts viewed in the light most favorable to Plaintiff indicate that her nonrenewal constituted retaliation in violation of clearly establish First Amendment precedent. Accordingly, the Court finds that Defendants had âfair warningâ that their nonrenewal of Plaintiffâs contract violated Plaintiffâs First Amendment right to associate with a union and engage in union activities. Cooper, 844 F.3d at 524. However, it is for the jury to determine whether Plaintiffâs association with the union motivated Defendantsâ nonrenewal decision. See, e.g., Crawford-El v. Britton, 523 U.S. 574, 598 (1998) (holding âthe court must determine whether, assuming the truth of the plaintiffâs allegations, the official's conduct violated clearly established lawâ for resolving the âthreshold questionâ of qualified immunity); Zuniga v. Yeary, No. 1:18-CV-434-RP, 2020 WL 1329908, at *4 (W.D. Tex. Mar. 20, 2020) (â[T]he Fifth Circuit has emphasized that âsummary disposition of the causation issue in First Amendment retaliation claims,â the fourth prong, âis generally inappropriate.ââ (quoting Haverda, 723 F.3d at 595)). B. Speech Next, the Court considers whether the law pertaining to Plaintiffâs free speech claim was clearly established at the time of Defendantsâ nonrenewal decision. As mentioned, Plaintiff asserts three distinct instances of speech that unconstitutionally motivated Defendantsâ nonrenewal decision: her support of removing confederate monuments in Dallas, her external disapproval regarding Collin Collegeâs pandemic reopening plan, and speech related to her union activities. Neither Plaintiff nor Defendants offer substantive arguments regarding Plaintiffâs speech related to the removal of confederate monuments. For this, and because the Court already determined that First Amendment retaliation in response to union activities was clearly established, the Court focuses on Plaintiffâs spoken disapproval of Collin Collegeâs pandemic reopening plan. Plaintiff avers that, at the time of her nonrenewal, the law clearly established that speech related to the âongoing global pandemicâ was protected under the First Amendment. Again, Defendants urge a narrower view, arguing that Plaintiff cannot identify a case on point that demonstrates clearly established law in this area. Once again, the Court declines to take such a rigid approach because â[t]he law can be clearly established despite notable factual distinctions between the precedents relied on and the case[]â currently at issue. Cooper, 844 F.3d at 524. Instead, the Court contemplates whether âprior decisions gave reasonable warning that the conduct then at issue violated constitutional rights.â Id. As an initial matter, it is important to recognize that Defendants do not contest that Plaintiffâs speech regarding the collegeâs pandemic reopening plan was a matter of public concern. Rather, Defendantsâ efforts go toward arguing that Plaintiffâs speech in this context was made in furtherance of her official duties. This argument is dead on arrival. No reasonable official could argue that a professor acts in her official duties when calling for other private citizens to protest against a universityâs response to a public health crisis. As discussed, Defendants themselves argue against their own point, taking issue with Plaintiffâs âfail[ure] to work collaboratively through shared governance using administrative channels of communicationâ (Dkt. #9 at p. 5). In other words, Defendants by their own admission fired Plaintiff in part for using her private social media account to inform the public about a matter of public concern. As reasoned more thoroughly blow, this is clearly unconstitutional. Broadly, âFirst Amendment rights, applied in light of the special characteristics of the school environment, are available to teachers and students.â Tinker v. Des Moines Indep. Cmty. Sch. Dist., 393 U.S. 503, 506 (1969). More specifically, the Fifth Circuit has recognized that âthe physical safety and well-being of [] school children is [] important an issue for public scrutiny.â Swilley v. Alexander, 629 F.2d 1018, 1021 (5th Cir. 1980). While this case does not involve public school children, the point stands that: the more important the subject matter is to the public, the sharper the reaction will be by those whose conduct may be called into question. It is precisely the probability of oppressive over-reaction by the powers that be which requires our constant vigilance of the First Amendment protections accorded all public employees. Id. âThe public import ofâ Plaintiffâs post âis underscored by its context: it was sent at a time when COVID-19 had caused a statewide public health emergency and had been declared a pandemic.â Woolslayer v. Driscoll, No. CV 20-573, 2020 WL 5983078, at *4 (W.D. Pa. Oct. 8, 2020). With this backdrop, the Court concludes it is beyond debate that stopping the spread of COVID-19 was a matter of public importance in fall 2020. It is also beyond debate that when a public employee engages in protected speech, it is immaterial that social media serves as the vehicle for such speech. â[S]ocial networking sites like Facebook have [] emerged as a hub for sharing information and opinions with oneâs larger community.â Liverman v. City of Petersburg, 844 F.3d 400, 408 (4th Cir. 2016) (holding that â[i]n light of the First Amendment protection accorded to the [social media] posts . . . the discipline [plaintiffs] received pursuant to the social networking policy was unconstitutionalâ). âTerminating an employee for engaging in protected speech . . . is an objectively unreasonable violation of such an employeeâs First Amendment rights,â Charles v. Grief, 522 F.3d 508, 511 (5th Cir. 2008), even if that speech is expressed through social media. See Zuniga v. Yeary, No. 1:18-CV-434-RP, 2020 WL 572724, at *6 (W.D. Tex. Feb. 5, 2020), report and recommendation adopted, No. 1:18-CV- 434-RP, 2020 WL 1329908 (W.D. Tex. Mar. 20, 2020), appeal dismissed, No. 20-50326, 2020 WL 9310321 (5th Cir. Sept. 15, 2020) (denying motion to dismiss where plaintiff alleged that defendant âterminated [her] because she expressed those views on Facebookâ and that her employer âregularly gave [plaintiff] strong, positive feedback about her performanceâ and ânever wrote [her] up or disciplined her during her many years of employmentâ). Applying these clearly established principles, the Court finds that, at the time of Defendants nonrenewal decision, Plaintiff had a clearly established right to use her private social media account as a vehicle for engaging the public in a governmental response to a matter of public concern. Plaintiff provides evidence that Defendantsâ nonrenewal decision may have been motivated by her speech in opposition to the collegeâs fall 2020 plans to reopen. Notably, both Defendants specifically cite Plaintiffâs âindirect means to exert external pressure on the college to not reopen as planned and to challenge operational decisionsâ as a reason for her nonrenewal (Dkt. #9 at p. 4). Accordingly, the Court finds that Plaintiffâs claims of retaliation in violation of her First Amendment rights to speech and association survive Defendantsâ motion for summary judgment. CONCLUSION It is therefore ORDERED that Defendants H. Neil Matkin and Toni Jenkinsâ Motion for Summary Judgment on Qualified Immunity, filed in Defendantsâ individual capacities (Dkt. #9) is DENIED. IT IS SO ORDERED.
Case Information
- Court
- E.D. Tex.
- Decision Date
- August 25, 2022
- Status
- Precedential