*3 semester, the fall Harris and Martin SMITH, Before WIENER, DUHÉ and met with Brezina expressed faculty’s *4 Circuit Judges. concerns Principal about Porche gave and Brezina a outlining memorandum them. As DUHÉ, Judge: Circuit a result of meeting, Superintendent Bre- This appeal zina reprimand arises hired a the and consultant to work with the SBDM, two teachers at High faculty Victoria the and Porche to improve (“VHS”), School Dwight the situation. Harris and After Gene Brezina received the Martin (collectively “Plaintiffs”), report, consultant’s as a result he formed a sub-commit- of their speech tee SBDM to December 1995 com- create improvement an plan mittee meeting. Brezina, Robert VHS. appointed Brezina Superin- all of the faculty tendent of the Victoria were Independent members, who SBDM School (“VISD”), including District reprimanded Martin, Harris and Plaintiffs serve on this newly and formed transferred Component them to Internal campuses different Commit- (“ICC”). tee during the school year because of speech. After the VISD Board of The ICC improvement distributed its plan Trustees Superintendent affirmed Brezina’s Mid-October, but 8,1995 the December decision, Brezina, the Plaintiffs sued mem- meeting of the ICC the situation at VHS had Board1, bers of the (collectively VISD improved. not Part the December 8th “Defendants”), alleging were trans- meeting was set aside to discuss the imple- ferred reprimanded in violation of their mentation of the improvement plan its First rights. Amendment The district court progress. Harris reported many granted the Defendants’ Motion For Sum- faculty members felt Porche was not follow- mary Judgment ground on the ing plan, and that VHS needed a new Plaintiffs did not on a matter of public principal improve the situation. Martin concern, and the appealed. Plaintiffs Be- agreed and added if Brezina did not do some- cause we hold that the engaged Plaintiffs in thing, would revolt. Martin and protected speech, the Defendants are not Harris also called individual VISD Trustees- entitled qualified immunity, absolute relaying message. the same and the Board of Trustees’ actions pur- After the 8th meeting, December Brezina suant to policy, official we reverse and re- reprimanded both Plaintiffs and transferred mand for proceedings. further Harris to high another school to teach the subjects same guidance Martin to a cen-
BACKGROUND subjects ter teach new to middle. school students. The VISD Board of af- Trustees the beginning of the 1995-96 school firmed Brezina’s grievance decision in a year, there was an escalating conflict at VHS hearing. concerning performance rating of the school and its principal, Melissa Porche. At After the affirmance, Board’s the Plaintiffs time,
the same Harris and sued, Martin’s col- alleging the transfers were in retalia- 1. The Board of Trustees Defendants are Paul (Vernon See Tex. § Educ.Code Ann. 11.253 Kornfuehrer, Cain, Clay Green, Randy Ivan 1996). Pol- lard, Margaret Easley, Murray, Reuban Theresa Guitierrez.
220 First, must Plaintiffs claim. retaliation speech. protected, exercise for their tion See decision. employment an adverse suffer Defendants’ granted court The district Harris, 365 F.3d Harrington v. ruling that Judgment Summary For Motion Cir.1997). Second, Plaintiffs’ adverse transfer was
while
concern.
a matter
must involve
spoken on
decision, they
not
had
employment
Starkville,
Thompson v.
Plaintiffs
a matter
Myers,
(citing Connick
appealed.
1684, 75 L.Ed.2d
138, 147,
S.Ct.
interest
(1983)). Third, the Plaintiffs’
DISCUSSION
public concern
on matters
commenting
Claim
Amendment
I. First
interest
Defendants’
outweigh the
must
speech was
contend
The Plaintiffs
Pickering v.
(citing
efficiency. Id.
promoting
public concern.
matter
563, 568,
Education, 391 U.S.
Board of
on a
speech was
argue
Fourth,
(1968)).
L.Ed.2d
S.Ct.
alternatively,
concern, and
matter
have motivated
must
an adverse
not suffer
did
(citing Mt.
Id.
action.
the Defendants’
decision.
Doyle,
Dist.
City School
Healthy
(1977)).
568, L.Ed.2d
*5
274, 287,
50
97 S.Ct.
district
reviews
court
This
that
undisputed
is
it
Because
La.
novo. See
de
determination
court’s
by
motivated
reprimands
and
transfers
&
Pension
Trades
Trowel
Bricklayers &
8th
at the
December
Ma
General
Miller
v.
Fund Alfred
Welfare
re
three
only the first
address
meeting, we
404,
Co.,
407
157 F.3d
Contracting
sonry
specifically.3
quirements
Biomedi
v. Roche
Cir.1998); see also Willis
313,
Inc.,
Laboratories,
F.3d
315
61
cal
em-
an adverse
suffer
Cir.1995).
whether
Plaintiffs
Did the
must determine
A.
We
judgment evi
summary
action?
ployment
other
and
pleadings
genuine
no
issue
there is
dence demonstrate
mid-term,
Brezina, in
Superintendent
fact,
and whether
any material
as to
to
high school
to another
Harris
transferred
as a
judgment
to
entitled
to an
subjects and Martin
teach
same
inferences to
at
The
Id.
315.
matter of law.
disruptive stu
for
learning center
alternative
be
must
underlying facts
be drawn from
he
grade levels
subjects and
to teach
dents
to the
light
favorable
in the
most
viewed
Additionally, Brezina
taught before.
had
v.
See Victor
the motion.
opposing
party
in their
the Plaintiffs
reprimanded
Cir.1998)
451,
McElveen,
454
150 F.3d
the Plain
letters,
the letters
included
and
Inc.,
Diebold,
369
v.
(citing
States
United
Subsequently,
files.4
personnel
tiffs’
993,
176
8 L.Ed.2d
654, 655, 82 S.Ct.
U.S.
"actions
Brezina’s
affirmed
of Trustees
Board
(1962)).
hearing.
grievance
ain
may not constitu
government
that
these
held
court
The district
relinquish their
persons to
tionally compel
de
employment
adverse
constituted
facts
as a condition
rights
First Amendment
recognize
cision,
agree. We
and we
Keyishian v.
E.g.,
employment.
public
extremely hesitant
be
should
courts
federal
the State
Univ.
Regents
Board
in the area
over”
and take
invade
675,
“to
L.Ed.2d
589,
17
N.Y.,
87 S.Ct.
U.S.
385
appro
not the
is
education;
court
a federal
satisfy four
(1967).
must
over
to seek redress
forum
priate
which
Amendment
a First
recover
to
elements
unwilling to main-
you are unable
and/or
testimony that he
Superintendent Brezina’s
3.
goals
to these
you made
the commitment
conduct
tain
of their
because
the Plaintiffs
transferred
appar-
It is
process.
undisputed.
the'improvement
meeting
to
8th
at the December
be
I will
team nor
to
that neither
ent me
8,
January
let-
Brezina's
Superintendent
satisfy
will
bring
a resolution
about
able
stated:
Martin
ters Harris
your discontent.
alleviate
you and remove
events,
conduct
and other
statements
[r]ecent
the conclusion
me to
part have led
your
“faculty disputes concerning
assign
teaching
district court
reprimands
these
ments,
assignments,
room
administrative
transfers constitute
employment
adverse
de-
duties,
equipment,
classroom
recog
teacher
cisions.
nition, and a host of other relatively trivial
matters.” Dorsett v. Board
Trustees
for B. Was the Plaintiffs’ speech on a matter of
Colleges Universities,
State
&
public concern?
(5th Cir.1991)
(citing Connick v.
“In order for speech by
Myers,
138-39,
103 S.Ct.
enjoy
protection
constitutional
(1983)).
However,
L.Ed.2d 708
we have
by
retaliation
employer, the
repeatedly held
reprimands
and demo
speech must involve a
matter of
con
tions constitute
employment
adverse
deci
cern.” Denton v. Morgan,
sions. See Benningfield
City Houston,
(5th Cir.1998)
(citing
Myers,
Connick v.
(noting that
138, 147, 103
S.Ct.
75 L.Ed.2d
a formal reprimand constitutes an adverse
(1983)).
To rise to the
level of
employment decision); Harrington, 118 F.3d
concern, the
(“Adverse
Plaintiffs’ must
primarily
employment
actions are
in their roles as citizens
demotions,
rather than
discharges,
as em
hire,
refusals
refus
ployees addressing
only of
promote,
personal
als to
matters
reprimands.”)
(citing
(internal
id.
omitted).
Dep’t
Justice,
Pierce
citations
Texas
Crim.
Inst.
Div.,
content, form,
look to
We
1146, 1149
Cir.1994)).
context of
speech,
record,
as revealed
the whole
recognize
We also
that “a plaintiffs
determining
whether the
subjective perception that a demotion has
addresses a
matter of
concern. See
enough”
occurred is not
to constitute an ad Connick,
147-48,
they spoke
truthfully on the school’s
members,
they sim-
faculty,
sentatives
integrity
“the
protecting
we
progress,
faculty to
of the
the views
communicated
ply
Green, 105
seeking process.” See
the truth
their
compliance with
in
administration
Cir.1997).10
(3rd
882, 886
Plain- F.3d
The
members.
committee
as
duties
purpose
stated
point out
tiffs
may contain
speech
employee’s
An
progress of
check the
meeting was
ICC’s
yet still
interest
personal
They
an element
plan.
improvement
implementing
con
matter of
speech on a
as
qualify
re-
as
they gave feedback
when
argue that
375; see
F.3d at
Benningfield, 157
he
cern.
them because
punished
Brezina
quested,
The
at 463-65.
Sch.
193,
Saxner, 474
Cleavinger v.
U.S.
(citing
id.
insulated
are not
Defendants
(1985)).
507
496,
L.Ed.2d
202, 106 S.Ct.
merely
conduct
unconstitutional
from
list
controlling and the
is
one factor
“No
our
in
is involved
balancing test
a
because
exclu-
be
intended
is not
considerations
a
speech cases are
analysis. While
F.2d at 1353.
Mylett,
sive.”
scenarios, the
fact
for varied
vehicle
likely
v.
rely
Hernandez
The Defendants
a “mix
clearly established
law is
Hayes,
(Tex.App.-San
may be constitu
speech”
private
cited required. has court this his speech about employee’s of an the content wrong- “serious of for discussion supervisor B. sexual of claims may include This doing.” discrimination, for ex- “backdrop racial or the on majority harassment relies also The criti- simply than community.” be more ample, but should the in widespread debate of or performance job supervisor’s is a that there of found cisms court district But the management argument skills. plaintiffs’ for the support little made had been Porche of their criticisms then- protection seek plaintiffs over larger public debate of a the context 1995, meeting December the at speech high school. the management of Porche’s management of school questions related single that the instance, found court the For specifically, More allocations. budgetary and plaintiffs by the offered newspaper article to the returned comments their all almost concerns any plaintiffs’ of not raise did supervi- ability of their direct of the question its or of the school of management about the adminis- Porche, sor, to lead of no other evidence It found principal. the school. ter incon- other than debate public widespread distinguish this case facts indi- These between private communications clusive fact situation analogous the most Tompkins, of the board faculty members vidual Here, plaintiffs plaintiffs. by the cited re- Therefore, properly the court trustees. management of discussing the were comments plaintiffs’ to find that fused crit- been Tompkins had school, continuing whereas own aof “in the context made at an- program a cancellation of icizing the public originated [a] commentary had plaintiffs Thus, instant school. (quoting other 26 F.3d Tompkins, forum.” in the personal stake greater much Richardson, a have 855 F.2d City Brawner of speech. of their consequences Cir.1988)). alleged that Tompkins had Additionally, II. for rea- canceled had been program the art when court that the district agree with I part of on the racial discrimination of sons form, content, together, higher reviewed obviously ais this superintendent; his do not suffi- speech plaintiffs’ of the context alleged here. than wrongdoing of level public of concern matter ciently a involve Moreover, plaintiffs’ December while Amend- First required to receive degree threat of to a in relation speech was not speech of the The form protection. termination, ment fo- it nonetheless that it involved by itself establish does not supervisor’s exclusively their direct cused Moreover, the concern.2 public matter of of the school in the administration role sup- little evidence have offered plaintiffs dispute more than resembles wide- was there argument port about general statement Tompkins’s does Most matter. on the debate spread sum, cor- court the district policy. school however, the content importantly, precedent circuit’s rectly followed per- on the narrowly focused seems speech plaintiffs’ holding content supervi- their direct and conduct formance does not meeting the December speech at majority's disagree with the Cir.1989) (reason- I do not Dist., While Sch. speech plaintiffs' of the the form does not conclusion of curriculum ing choice that teacher's concern”); favor, they were Wil- the fact that weighs in their qualify as "matter cf. (find- Ctr., necessarily create a Health does not son v. UT invited a matter alleging sexual harassment fac- ing speech other two public concern.” "matter Vickers, concern); Tompkins v. especially content —are tors— Cir.1994) speech alleging (finding determining was not key to concern); a matter racial discrimination public concern. matter Houston, Benningfield v. alleging (finding speech hos- tampering crimi- with work environment tile concern). a matter histories nal *11 alleging seriously wrong sor. Without conduct,
corrupt plaintiffs have little ba- claiming
sis for protection. First Amendment
The.Supreme “public Court created the requirement prevent
concern” “intrusive
oversight by judiciary in the name of the Connick,
First Amendment.” 147-48,
Previously,
court has these followed instructions limit-
ing the notion of concern to eases of wrongdoing,
serious so as to dissuade liti-
gants using, federal courts to settle management disputes.
majority departs approach from this and un-
wisely expands the notion of concern disputes include employees between supervisors. Accordingly, respectful- I
ly dissent. INCORPORATED,
BARGECARIB
Plaintiff-Appellant,
OFFSHORE SUPPLY SHIPS INCORPO
RATED, personam; Sover M/V eign, engines, tackle, etc., her apparel,
rem; Defendants-Appellees, Towing, L.L.C.,
Global Claimant-
Appellee.
No. 98-20329.
United States Court of Appeals,
Fifth Circuit.
March 1999.
Rehearing Denied March
