In Mаy 1996, Defendant-Appellee Lewis Hawkins was the incumbent Sheriff of Canadian County, Oklahoma. Hawkins’ Sheriff Office was comprised of thirty-four appointees, including Plaintiffs-Appellants Richard Haugland, Duane Jantzen, and Monte Preño, who were Deputy Sheriffs, and William Gabriele Moulton, a jailer. Hawkins sought re-election to his Sheriff post. On May 2, 1996, Hawkins convened a meeting of his subordinates in which he read from a prepared statement warning that anyone who ran for office against him, openly opposed his reelection, or was in any way disloyal to him would be fired. At that meeting, Haugland announced his intentions to run for sheriff against Hawkins in the upcoming elеction. Hawkins immediately fired Haugland.
In his six month campaign for sheriff, Haugland received the political support of Jantzen, Preño, and Moulton. Jantzen was active in Haugland’s campaign, making telephone calls, putting up yard signs, and doing some door-to-door campaigning. Preño also supported Haugland by building political signs, putting those signs up the day before the general election, contributing money to Haugland’s campaign, and making telephone calls on his behalf. Moulton actively campaigned for Haugland by setting-up signs, passing out magnets, doing some door-to-door campaigning, and providing addresses for the campaign staff to put out signs. In the end, Hawkins won the election, and after the election, Jant-zen, Preño, and Moulton were fired.
All four Appellants sued Hawkins and the Canadian County Board of Commissioners under 42 U.S.C. § 1983, claiming
DISCUSSION
We review a decision granting summary judgment de novo, using the same legal standard applicable in the district court.
See Miles v. Denver Pub. Sch.,
Appellants contend that defendants violated two types of First Amendment rights: political association and free speech. Where a government employer takes adverse action on account of an employee’s political association and/or political beliefs, we apply the test as developed in the
Elrod v. Burns,
I. Freedom of Association
“The First Amendment protects public employees from discrimination based upon their political beliefs, affiliation, or non-affiliation unless their work requires political allegiance.”
Mason v. Oklahoma Turnpike Auth.,
We find nо genuine dispute of fact as to whether political affiliation and/or beliefs were substantial or motivat
On the other hand, we do find a genuine dispute of fact as to whether Jantzen, Preno, and Moulton were fired for their political affiliations and/or beliefs. At the May 2, 1996 meeting that Hawkins convened, he told all the employees in the Sheriffs Office:
You work at my pleasure.... Webster dеfines the word loyal as Number 1, “unswerving in allegiance,” and Number 2, “faithful.” Loyalty is defined as, “the binding of a person to something or someone to which he is loyal. I do not require that you like me, nor do I require that we take warm showers together. I do not require that you always agree with me, or with my policies or directives, but I do require loyalty from those who work for me and for this office. I work for the citizens of Canadian County, and you work for me, I am the Sheriff and this is my office.... [I]f you openly oppose my reelection, or campaign for any opponent against me, my pleasure with you will end. I have never required personnel from this office, tо actively campaign for me. I have never required personnel from this office, to put up signs, paint signs, collect money, nor work in any way in any campaign for me. But again, I do require that you be loyal, not just to this office, but to me personally.”
Given Hawkins’ repeated demands of “unswerving allegiance” from his subordinates, and given the evidence that Moulton, Jantzen, and Preno were fired because of their affiliation with Haugland, there remains a genuine dispute as to whether political affiliation and/or beliefs were a substantial or motivating factor in those Appellants’ terminations.
As the Supreme Court has stated: “[OJfficial pressure upon employees to work for political candidates not of the worker’s own choice constitutes a coercion of
belief
in violation of fundamental constitutional rights.”
Connick,
We must therefore next address if a genuine dispute also exists regarding whether Moulton, Jantzen, and Prerio’s respective positions require political allegiance. “The Supreme Court has held that ‘the need for political loyalty of employees ... to the end that representative government not be undercut by tactics obstructing the implementation of policies of the new administration, policies presumably sanctioned by the electorate,’ is a valid justification for political patronage dismissals of individuals in policymaking positions.”
Green v. Henley,
In this case, for summary judgment purposes, we must decide whether political loyalty is an “appropriate requirement for effective performance” of the position of Deputy Sheriff and Jailer of Canadian County.
Dickeson v. Quarberg,
We note that there is ample proof that they actually did effectively perform their jobs despite political differences with the Sheriff. The record contains evidence that while Jantzen, Preño, and Moulton remained in their jobs for six months during the election campaign, the Sheriffs Office ran smoothly. Hawkins’ deposition testimony, which we quote at length, illustrates the point: 2
Q: From May to November, would the people in the so-called Haugland camp attend work as required?
A: I don’t believe that I became aware of anybody failing to show up for wоrk.
Q: On matters dealing with the function of the office, if a task required a Haugland and a Hawkins and a neutral person to discharge the function, can you give any example where they failed to do that from May to November?
A: I don’t recall of any tasks that probably would have required that but, no, sir, I can’t give you any example.
Q: Can you give any specific example where the duties of the sheriffs office were not accomplished as a result of the political differences that existed, you say, within the sheriffs department from May to November?
A: Not rating the accomplishment, but just the fact they were accomplished, no, sir....
Q: Can you think оf any particular function or task which could have been done better but for this alleged existence of factions within the sheriffs office?
A: As far as a specific, no. I am aware, and I don’t even remember what the case was, where there was a report that needed a follow-up that had been submitted into the investigation division for follow-up. And I want to say it was Sgt. Preño that wrote the report. Again, I believe it was assigned to Gene McPherson, and McPherson didn’t even want to go to Preño to ask for the information he needed to clarify the report. And I think he only did it under a direct order from me to go do it, is one that comes to mind, which is nоt against your client, by the way.
Q: Okay. Can you identify any other instances from May to November where people would not cooperate with each other .... based on political differences?
A: I cannot give you a specific answer.
Q: So the only one you can identify was one of your supporters who ... did not want to speak to Mr. Preño except under a direct order from you?
A: As far as anything I can accurately recall, yes, sir.
Hawkins’ admissions that his office functioned effectively even during the heat of his re-election campaign severely undermine his summary judgment argument that political affiliation and loyalty are as a matter of law indisputably valid justifications for Jantzen, Moulton, and Preno’s patronage dismissаls. With this background in mind, we now turn to the details of their particular occupations.
A. Jailer
As a jailer, Moulton’s actual duties and inherent powers primarily consisted of day-to-day maintenance of the county jail. This included (1) receiving and booking inmates, (2) regulating inmates’ meals, (3) regulating inmates’ medication, (4) monitoring jail activity and conducting cell checks, and (5) keeping jail records. We do not believe that for summary judgment purposes any of these actual duties and inherent powers necessarily require political loyalty to the Sheriff for efficient performance. None of these duties or responsibilities relate to any “partisan political interests.”
Branti,
Defendants argue that political loyalty is a valid job requirement for a jailer because a jailer’s high profile support of a political opponent of the Sheriff “could make” the jailer “appear hostile and unreliable in carrying out the policies of the Sheriff. [The jailer’s] opposition made it questionable whеther he could execute Sheriff Hawkins’s policies.” Likewise, the district court, in granting summary judgment against Jailer Moulton, reasoned that the actions he took in running the jail “were a reflection on the Sheriff with the public and entitled the Sheriff to demand and receive political loyalty in this position.” These arguments are unavailing, however, because their take on the impact of jailer-sheriff political bickering did not carry the day in Dickeson. Additionally, as a practical matter, these theoretical arguments are not supported by the evidence in this case, which includes Hawkins’ testimony that despite Moulton’s political disputes with him, he could not think of “any particular function or task which could have been done better” but for the existence of in-house political fighting. 3
B. Deputy Sheriffs
As Deputy Sheriffs, Jantzen and Preño were responsible for a wide range of diverse tasks. Primarily, they patrolled the county to execute and enforce the law and “make on-the-spot, split-second decisions effectuating the objectives of the sheriffs policies.” 4
Given the actual duties and inherent powers of deputy sheriffs in Canadian County, Oklahoma, we find there to be a genuine dispute as to whether political loyalty is an appropriate requirement for a deputy sheriff. In short, there is no compellingly politically loyal way to arrest a thief, no partisan way to serve a summons or to stop a speeding motorist, and defendants have not pointed to anything in the record to show that Jantzen or Preno’s professional judgment would be, or were, skewed by their political loyalties. Moreover, despite the fact that deputy sheriffs might have factual discretion on the street to enforce the law, the record is also replete with evidence that the Sheriff establishes all the policy standards by which deputy sheriffs in such enforcement are to be guided. As Hawkins himself testified:
Q: Does anyone else make policy in that office?
A: Define “policy” for me.
Q: Well, the rules and regulations and operаting procedures for the people that work under you.
A: As far as the bottom line, I have to approve all policy.
Q: You are pretty much a hands-on sheriff for your department; is that correct?
A: That is correct.
Q: In fact in the media you have described yourself as a benevolent dictator; is that correct?
A: That’s correct. 5
When this evidence is viewed in light of the additional evidence that the Sheriffs Office functioned effectively during the rival campaign season, we must conclude that there exists a genuine dispute of material fact over the appropriateness of political loyalty as a job requirement for deputy sheriffs.
See Dickeson,
II. Freedom of Speech
We next turn to whether Sheriff Hawkins was entitlеd to summary judgment under the
Pickering
/
Connick
test for his termination of Haugland. Only Appellant Haugland has properly raised
The issue is whether, and to what extent, the government, acting as an employer, can restrict the spеech of its public employees. To determine whether defendants have infringed the employee’s freedom of expression, we employ the four-part test
Pickering
/
Connick
test.
See Horstkoetter,
1. Whether the speech in question involves a matter of public concern.
2. If so, we must weigh the employee’s interest in the expression against the government employer’s interest in regulating the speech of its employees so that it can carry on an efficient and effective workplace.
3. Employee must show the speech was a substantial factor driving the challenged governmental action.
4. If so, can the employer show that it would have takеn the same employment action against the employee even in the absence of the protected speech.
Id. “The first two parts ... are questions of law for the court; the remaining two steps are questions of fact for the jury.” Id.
Under the first prong, a government employee’s speech is of public concern, and therefore entitled to First Amendment protection, if it is “ ‘of interest to the community, whether for social, political, other reasons.’ ”
Id.
at 1271 (quoting
Lytle v. City of Haysville,
Under the second
Pickering
/
Connick
prong, Haugland must show that his “interest in the expression outweighs the government employer’s interest in regulating it.”
Horstkoetter,
The most unpleasant period of time that I experienced with Canadian County Sheriffs Office was from June of 1988, to November of 1988. My predecessors, chose not to run for reelection, and allowed several personnel, me included, to run for the position of sheriff and remain employed here during the campaign. During this period of time, personnel would not talk to each other inside the building, they would go outside and talk to each other. Personnel became paranoid about everything, it was impossible for the office to run in a normal manner.
Under these circumstances, Haugland’s interest in his speech does not outweigh the defendants’ interest in efficient law enforcement.
See Connick,
III. Qualified Immunity
In the alternative, the defendants argue, and the district eourt held, that Appellants’ claims for damages are barred by the doctrine of qualified immunity. As we have affirmed summary judgment against Haugland on the merits, we only discuss qualified immunity as it pertains to Jantzen, Moulton, and Preno’s First Amendment associational claim. When a defendant pleads qualified immunity, the plaintiff must show that: (1) the defendant’s actions violated a federal constitutional or statutory right, and (2) the right violated was “clearly established at the time of the conduct at issue.”
Horstkoetter,
For a right to be clearly established, the contours of the right must be sufficiently clear' that a reasonable official would understand that what he is doing violates that right. Although the very action in question need not have been previously declared unlawful, in the light of pre-existing law the unlawfulness must be apparent. This is generally accomplished when there is controlling authority on point or when the clearly established weight of authority from other courts supports plaintiffs interpretation of the law.
In light of the facts set forth in the complaint, the preexisting case law detailed in this opinion, including Dickeson and Francia, which held that jobs such as jailer and deputy sheriff did not require рolitical loyalty to the sheriff, and, most importantly the fact the Defendant Hawkins himself knew and had empirical evidence that the lack of political loyalty by Jantzen, Moulton, and Preño did not interfere with the effective performance of their jobs, we conclude that Hawkins should have known that it would be unconstitutional to terminate Jantzen, Moulton, and Preño for affiliating with and/or believing in a particular candidate. Accordingly; we conclude that Hawkins is not entitled to qualified immunity and the district court erred in granting summary judgment on this basis.
We also affirm the district court’s grant of summary judgment in favor of the Canadian County Board of County Commissioners (“Board”). Appellants, citing
Brandon v. Holt,
In the end, all that is left for trial is Jantzen, Moulton, and Preno’s First Amendment association claim against Hawkins. Accordingly, the judgment of the United States Distriсt Court for the Western District of Oklahoma is AFFIRMED in part and REVERSED in part, and the case is REMANDED for further proceedings.
Notes
. Dickeson's focus on the inherent powers of the positions
and
the actual duties performed was overlooked three years later in
Green v. Henley,
Given this conflict between
Green
and
Dickeson,
we adhere to the earlier, settled precedent of
Dickeson, see Haynes v. Williams,
. As use of this testimony indicates, we grant Appellants’ motion to include Hawkins' deposition testimony in the record on appeal.
. To the extent that defendants assert that Moulton “formulated policy on a daily basis” by disciрlining and segregating inmates, we note that (1) the label "policymaker” is not dispositive,
see Branti,
. Our review of Oklahoma statutes also reveals more specific duties and inherent powers of deputy sheriffs, including authorization to seize any item, equipment, or vehicle used in violation of the Oklahoma Wildlife Conservation Code, Okla Stat. tit. 29, § 7-206; to stop any vehicle upon any road to weigh such vehicle, Okla Stat. tit. 47, § 14-111(a); to stop and inspect invoices or load tickets at all times during the transit of petroleum products, Okla Stat. tit. 68, § 1013(B)(5); to stop any vehicle to determine if unstamped or untaxed tobacco products are being sold, and if so, to seize such items, Okla Stat. tit. 68, §§ 351(B), 417(a), 428(B); to seize any motor vehicle subject to a tax lien, Okla Stat. tit. 68, § 721; to enforce the Motor Carrier Act of 1995 by apprehending and detaining motor vehicles, arresting violators, and aiding and assisting in the prosecution of violators, Okla Stat. tit. 47, § 180m; to deem a vehicle abandoned and to remove the vehicle, Okla Stat. tit. 47, § 901; and to be appointed by the sheriff to serve on a community sentencing system planning council, Okla Stat. tit. 22, § 987.5(B)(3).
. Hawkins further testified:
Q: [A]s sheriff, are you the chief policymaker for the Canadian County Sheriff's Office?
A: Yes, sir.... Any approved policy, the bottom line is I have to approve it.
Q: [C]an you think of any example when any of the plaintiffs implemented a policy on their own that other members of the sheriff's office were obligated to follow?
A: Not obligated, no, sir.
A: [T]he bottom line is all written policy is approved by me. I do use suggestions from people, but no matter how good the suggestion, if I don't go along with it, you are correct, it doesn’t become policy.
. Defendants, citing
Nichols v. Hurley,
.Appellants ask us to grant summary judgment for them on this issue. However, since Appellants did not seek summary judgment below, we decline to consider that issue on appeal.
. We recently stated in
Prager v. LaFaver,
