522 S.W.3d 545
Tex. App.2017Background
- Rosemary Tooker, Energy Manager Assistant for Alief ISD since 1986, held a Class A HVAC license and was offered $400/month by the District in 2011 for use of that license; a male predecessor received $800/month for use of three licenses.
- Tooker filed internal complaints and an EEOC/TWC charge in July 2011 (First Charge) alleging gender discrimination and retaliation; she filed a second charge in January 2013 (Second Charge) after additional adverse events and was later suspended with pay in Jan 2013.
- Tooker sued the District (claims under Texas Labor Code ch. 21, FLSA, FMLA, and Texas Whistleblower Act) in Jan 2013; the trial court granted the District’s jurisdictional pleas and summary-judgment motions and dismissed all claims.
- On appeal, the Fourteenth Court of Appeals affirmed dismissal of all claims except one: Tooker’s FLSA retaliation claim arising from a February 22, 2013 memorandum restricting her ability to work overtime, which the court found raised fact issues and reversed/remanded that claim.
- The court concluded jurisdictional dismissal of Tooker’s Human Rights Act (gender discrimination, hostile-work-environment, and disparate-compensation) and other statutory claims was generally proper based on lack of timely evidence, failure to exhaust administrative remedies, time-bar, or inadequate appellate briefing.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether trial court erred in dismissing Gender-discrimination claim re: license stipend | Tooker: District paid male predecessor $800; she was offered only $400 so she was treated less favorably | District: Predecessor’s $800 covered three separate licenses; Tooker only had one license so $400 was appropriate; evidence negates prima facie similarity | Court: Affirmed dismissal — Tooker failed to timely present evidence creating fact issue on similarity |
| Whether Tooker preserved challenge to dismissal of 2011-retaliation claim under Human Rights Act | Tooker: Briefly asserted job duties were reduced/changed after 2011 complaint | District: Argued jurisdictional defects in plea; court relied on pleadings/evidence | Court: Waived on appeal for inadequate briefing; no reversal |
| Whether trial court erred dismissing FLSA unpaid-overtime compensation claim | Tooker: Submitted affidavits and her compensatory-time calculations alleging unpaid overtime (2010–2012) | District: Evidence shows compensatory-time agreement, policies, and no proof Tooker worked >40 hrs/wk unpaid; submissions were speculative | Court: Affirmed dismissal — Tooker’s calculations were speculative/unsubstantiated and failed to raise genuine fact issue |
| Whether trial court erred dismissing FLSA retaliation claim based on Feb 22, 2013 memorandum restricting overtime | Tooker: Memorandum (after she sued) barred her from initiating overtime and threatened discipline — materially adverse; temporal proximity shows causation | District: Memo was enforcement of overtime control and cannot be adverse; cited regulation and authority | Court: Reversed/remanded — evidence raised genuine fact issues as to protected activity, materially adverse action, and causal link |
Key Cases Cited
- Mission Consol. Indep. Sch. Dist. v. Garcia, 372 S.W.3d 629 (Tex. 2012) (sovereign immunity waiver and pleading burden under Texas Human Rights Act)
- Tex. Dep’t of Parks & Wildlife v. Miranda, 133 S.W.3d 217 (Tex. 2004) (standard for reviewing pleas to the jurisdiction and when evidence may be considered)
- College of the Mainland v. Glover, 436 S.W.3d 384 (Tex. App.—Houston [14th Dist.] 2014) (elements of prima facie employment-discrimination under McDonnell Douglas)
- Ysleta Indep. Sch. Dist. v. Monarrez, 177 S.W.3d 915 (Tex. 2005) (standard for whether employees are similarly situated)
- Perez v. Tex. Dep’t of Criminal Justice, 395 F.3d 206 (5th Cir. 2004) (similarly situated standard — “nearly identical”)
- Burlington N. & Santa Fe Ry. Co. v. White, 548 U.S. 53 (2006) (definition of materially adverse action in retaliation context)
- Harvill v. Westward Communications, L.L.C., 433 F.3d 428 (5th Cir. 2005) (employee’s burden to prove amount and extent of uncompensated work under FLSA)
- Hagan v. Echostar Satellite, LLC, 529 F.3d 617 (5th Cir. 2008) (McDonnell Douglas framework for FLSA retaliation claims)
