811 F. Supp. 2d 632
E.D.N.Y.2011Background
- Burkhardt alleges she was terminated from her role as a legislative aide due to political affiliation and age and seeks relief under First and Fourteenth Amendments and the ADEA.
- Lindsay, as Presiding Officer, hired Democrats to replace Burkhardt and another non-Democratic aide after January 2008; Burkhardt and Siems were over 55, while a Republican aged 30s remained employed.
- The Suffolk County Legislature’s rules vest the Presiding Officer with broad power to appoint and terminate Legislative staff within budgetary constraints, subject to civil service classifications for aides at levels I–IV.
- Evidence shows legislative aides perform various policymaking and confidential functions (lobbying, advising, attending caucuses and executive sessions, managing staff), not merely clerical tasks.
- The court views the Legislative Aide role as inherently policymaking, supported by civil service job descriptions and the duties forms, leading to a ruling that First Amendment protection does not extend to Burkhardt.
- Defendants move for summary judgment on all claims; Burkhardt cross-moves for partial denial. The court grants defendants’ motion in full.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Is the legislative aide position a policymaking role? | Burkhardt claims the role was ministerial and not policymaking, which would afford First Amendment protection. | Lindsay maintained that aides are policymakers or confidential positions justifying termination for political reasons. | Yes; the position is policymaking; Burkhardt not protected. |
| Does the termination implicate the First Amendment at all? | Burkhardt argues political affiliation should shield her from dismissal. | Because the role is policymaking, political affiliation is a permissible employment criterion. | Burkhardt's First Amendment claim fails. |
| Did Burkhardt establish age discrimination under § 1983 / ADEA framework? | Burkhardt asserts age was a factor in termination. | Lindsay replaced Burkhardt with Democrats for political reasons; Burkhardt cannot prove age-based discrimination. | No; plaintiff failed to show age discrimination. |
| Can Burkhardt sustain a disparate impact claim under the ADEA? | Statistical evidence shows older workers were disproportionately affected. | No statistical proof of disparate impact was provided; evidence shows policy based on party affiliation, not age. | No; disparate impact claim fails. |
Key Cases Cited
- Elrod v. Burns, 427 U.S. 347 (1976) (establishes patronage dismissal framework for public employees)
- Branti v. Finkel, 445 U.S. 507 (1980) (policymaker/confidential test for First Amendment protection)
- Kaluczky v. City of White Plains, 57 F.3d 202 (2d Cir. 1995) (Elrod-Branti framework survival guidance)
- Regan v. Boogertman, 984 F.2d 577 (2d Cir. 1993) (policymaker test factors; importance of speaking/acting for policymakers)
- Vona v. Cnty. of Niagara, 119 F.3d 201 (2d Cir. 1997) (inherent duties determine policymaker status; broad job descriptions support policymaking)
- Danahy v. Buscaglia, 134 F.3d 1185 (2d Cir. 1998) (policymaker inquiry treated as legal question on summary judgment)
- Gordon v. Cnty. of Rockland, 110 F.3d 886 (2d Cir. 1997) (focus on inherent duties of the position to assess policymaker status)
- Alberti v. Cnty. of Nassau, 393 F. Supp. 2d 151 (E.D.N.Y. 2005) (recognizes liaison/advocate roles can be policymaking and not protected)
- Morin v. Tormey, 626 F.3d 40 (2d Cir. 2010) (policymaker analysis may consider powers inherent in the office)