SOUTHWESTERN BELL TELEPHONE, L.P. D/B/A AT&T TEXAS, PETITIONER, v. ED EMMETT, EL FRANCO LEE, JACK MORMAN, STEVE RADACK, AND R. JACK CAGLE, AS MEMBERS OF THE HARRIS COUNTY COMMISSIONERS’ COURT; MICHAEL MARCOTTE, AS DIRECTOR OF THE CITY OF HOUSTON DEPARTMENT OF PUBLIC WORKS AND ENGINEERING; AND CITY OF HOUSTON, RESPONDENTS
No. 13-0584
IN THE SUPREME COURT OF TEXAS
March 20, 2015
Argued December 10, 2014
JUSTICE JOHNSON delivered the opinion of the Court.
JUSTICE BROWN did not participate in the decision.
Southwestern Bell Telephone, L.P. doing business as AT&T Texas (AT&T), a public utility company with facilities attached to a city bridge designated to be demolished, sought a declaratory judgment that the Harris County Flood Control District must bear the costs of relocating AT&T’s facilities pursuant to
I. Background
The Harris County Flood Control District is a governmental agency created pursuant to the
The governing body of the District, the Harris County Commissioners Court, adopted the Brays Bayou Flood Damage Reduction Plans in order to widen and deepen the Brays Bayou Channel and thereby reduce flooding around the Bayou. Project Brays calls for the creation of several water detention basins and the destruction of thirty bridges spanning Brays Bayou. The channel could have been widened without demolishing the bridges by widening all of the channel except those portions where the bridges attach, but the District elected to widen the entire channel, which required demolishing and reconstructing the bridges. Destruction of the bridges requires the utilities on the bridges to be relocated.
Project Brays calls for demolition and reconstruction of bridges controlled by the City of Houston, so the District and the City entered into the Brays Bayou Flood Damage Reduction Plan Interlocal Agreement, detailing the responsibilities of each entity. The Interlocal Agreement encompassed two projects, but only Project I is at issue in this case. Under Project I, the District
The District may require the modification and/or relocation of facilities owned by one or more third parties to Construct Project I bridges and utilities, including but not limited to public utility companies. Where the City has the right to require a public utility company or other third party to modify and/or relocate its facilities at its own cost, the City shall designate the District as the City’s project manager, and upon written request by the Director of the District made to the Director of Public Works and Engineering, direct the public utility company or other third party to modify and/or relocate its facilities in conjunction with the construction of Project I, at no cost to the City or to the District.
AT&T owns telecommunication facilities on the Forest Hill Street Bridge, which Project Brays designated for destruction. Therefore, as adopted by the District, Project Brays requires that AT&T’s facilities be relocated.
After numerous correspondences between AT&T, the City, and the District, the District’s Flood Control Director contacted Michael Marcotte, Director of the Department of Public Works and Engineering for the City. Per the Interlocal Agreement, Marcotte was requested to have the City direct AT&T to relocate its facilities from the Bridge without cost to the City or the District. The City then sent AT&T a letter indicating that if AT&T failed to relocate its facilities, the City would relocate them and assess the costs against AT&T. See
The trial court granted the Commissioners’ plea to the jurisdiction and summary judgment to Marcotte and the City. The court of appeals affirmed. Sw. Bell Tel. L.P. v. Emmett, 401 S.W.3d 826 (Tex. App.—Houston [14th Dist.] 2013). The appeals court reasoned that the relocation costs sought by AT&T were not clearly within the statute’s purview because the District was not shown to have made the relocation necessary, due in large part to (1) the City’s involvement in Project I and (2) the testimony of Project Brays’s Manager that the bridge had not been demolished yet and it could be left intact, resulting in the channel remaining narrow at the bridge crossing. Id. at 838, 840.
In this Court, AT&T contends that the court of appeals misconstrued
In support of the trial court’s decision the District argues that
The Commissioners contend that AT&T failed to allege any conduct by them that would serve to waive their immunity. Thus, they assert that the trial court correctly granted their collective plea to the jurisdiction.
The primary issue before us is whether the District’s exercise of power will make necessary the relocation of AT&T’s facilities if and when the Bridge is demolished, essentially (1) whether the district exercised one of its powers, and (2) whether that exercise of power will make relocation of AT&T’s facilities necessary. Although ordinarily we would first consider whether the Commissioners have governmental immunity from suit, which would implicate the trial court’s subject matter jurisdiction, we begin by considering the proper construction of
II. Discussion
A. Standard of Review
We review summary judgments de novo. When faced with competing summary judgment motions where the trial court denied one and granted the other, we consider the summary judgment evidence presented by both sides, determine all questions presented, and if the trial court erred, render the judgment the trial court should have rendered. Valence Operating Co. v. Dorsett, 164 S.W.3d 656, 661 (Tex. 2005).
B. Texas Water Code § 49.223
Under the common law, a utility company must relocate facilities located in a public right-of-way at its own expense. Sw. Bell Tel., L.P. v. Harris Cnty. Toll Rd. Auth., 282 S.W.3d 59, 62 (Tex. 2009) (citing Norfolk Redevelopment & Hous. Auth. v. Chesapeake & Potomac Tel. Co., 464 U.S. 30, 34 (1983)). However, the common law only controls in the absence of legislative action. Cf. State v. City of Austin, 331 S.W.2d 737, 741 (Tex. 1960) (recognizing that absent the State’s assumption of part of the expense, utility owners bear the financial burden of relocating facilities on public rights-of-way).
Section 49.223(a) of the Texas Water Code provides:
In the event that the district or the water supply corporation, in the exercise of the power of eminent domain or power of relocation or any other power, makes necessary the relocation . . . of any road, bridge, highway, railroad, electric transmission line, telegraph, or telephone properties, facilities, or pipelines, all necessary relocations . . . shall be done at the sole expense of the district or the water supply corporation unless otherwise agreed to in writing. Such relocation shall be accomplished in a timely manner so that the project of the district or the water supply corporation is not delayed.
With these principles in mind we look to the plain meaning of the precise text chosen by the Legislature. Black’s Law Dictionary defines “make” as “to cause (something) to exist.” BLACK’S LAW DICTIONARY 1099 (10th ed. 2014). Likewise, Webster’s Dictionary defines “make” as “cause to exist or happen.” WEBSTER’S NEW UNIVERSAL UNABRIDGED DICTIONARY 1161 (1996 ed.). Turning to the same sources for an understanding of the plain meaning of “necessary,” we determine it to be something that is essential or needed for some purpose. See id. at 1283-84 (defining
The Act of May 15, 1937 outlines the powers of the District. As noted earlier, the District is charged with designing plans and constructing works to manage flood waters. Section 2 of the Act, entitled “Added Powers,” includes “[t]o cooperate with, or to contract with, the City of Houston . . . in relation to surveys, the acquisition of land or right of ways, the construction or maintenance of projects or parts thereof or the financing of the same in connection with any matter within the scope of this Act.” Act of May 15, 1937 § 2. The District exercised its enumerated power to contract with the City of Houston when it entered into the Interlocal Agreement.1
Section 8 of that agreement required the City to name the District as its Project Manager. The agreement in turn provides that the District, as the Project Manager, has the power to require the City to send notice of relocation upon its written request: “[T]he City shall designate the District as the City’s project manager, and upon written request by the Director of the District made to the Director of Public Works and Engineering, direct the public utility . . . to relocate its facilities in conjunction with the construction of Project I.” (emphasis added). As a result of the District’s power to contract with the City of Houston, the District, through the exercise of such power, gained contractual authority to require the City to send notice to relocate AT&T’s facilities.
The court of appeals held that relocation of AT&T’s facilities was not necessary, focusing on testimony that the channel could still be widened without removal of the bridge. But the availability of an alternate plan that was never adopted is irrelevant to whether the actual plan adopted by the District “makes necessary” relocation. If the mere availability of other plans was the standard, no District plan might ever make relocation necessary. Further, if the District changes its plan and the bridge is not demolished so AT&T’s facilities are not required to be relocated, then an expense will not be borne by anyone; the District’s fate as to the relocation expenses is in its own hands.
The District cites the Fifth Circuit’s decision in Air Liquide as support for its contention that the statutory “made necessary” language is met only when the District’s exercise of power is solely sufficient to necessitate the relocation. It asserts this is not the case here because the City has exclusive control of the bridges within its jurisdiction. We disagree both with the District’s analysis of Air Liquide and its exclusive power argument.
The power the Port lacked in Air Liquide resides in the District under the facts before us. The City and the District have an agreement through which the District can require the City to issue relocation notices to utilities and ostensibly spare the District the expense of relocating their facilities. Given that state of facts, Air Liquide supports the contention that the District’s exercise of its contractual authority led to the City’s issuance of the relocation demand and notice.
Even if this Court determines as it did that the situation at hand is clearly within the purview of
Finally, we address the Commissioners’ contention that if
We recognized in State v. City of Austin, 331 S.W.2d 737, 743 (Tex. 1960), that legislative acts mandating payment to a utility for the relocation of its facilities do not contravene the Constitution as long as “the statute creating the right of reimbursement operates prospectively, deals with the matter in which the public has a real and legitimate interest, and is not fraudulent, arbitrary or capricious.” We identified uninterrupted or minimally interrupted utility services as being vital to the public’s welfare:
Utilities are necessary adjuncts of the public welfare. Their business operations and their property have been subject to special legislative treatment for many years . . . In the present context, uninterrupted service during and after the completion of the . . . project is vital. Where removal of facilities is necessary, it is important that
relocation be as expeditious and controversy-free as possible. That end is intimately related to the achievement of the overall public purpose.
Id. at 745 (quoting Wilson v. City of Long Branch, 142 A.2d 837, 847 (N.J. 1958)). Because the relocation of AT&T’s facilities concerns a matter of public interest and is appropriate to the District’s flood control purpose,
Because the District exercised one of its powers and made relocation of AT&T’s facilities necessary, the relocation costs come within the provisions of
We next consider the claim that Marcotte and the Commissioners have immunity. See Provident Life & Accident Ins. Co. v. Knott, 128 S.W.3d 211, 216 (Tex. 2003) (“Because the trial court’s order does not specify the grounds for its summary judgment, we must affirm the summary judgment if any of the theories presented to the trial court and preserved for appellate review are meritorious.“).
C. Ultra Vires Claims
Governmental immunity implicates a court’s jurisdiction and serves to protect political subdivisions of the state from both suit and liability. See Rusk State Hosp. v. Black, 392 S.W.3d 88, 95 (Tex. 2012). While a legislative waiver of governmental immunity is usually required for suit against a governmental entity, “an action to determine or protect a private party’s rights against a
Ministerial acts are those “where the law prescribes and defines the duties to be performed with such precision and certainty as to leave nothing to the exercise of discretion or judgment.” City of Lancaster v. Chambers, 883 S.W.2d 650, 654 (Tex. 1994). Discretionary acts on the other hand require the exercise of judgment and personal deliberation. See Ballantyne v. Champion Builders, Inc., 144 S.W.3d 417, 425 (Tex. 2004).
1. Commissioners’ Plea to the Jurisdiction
Where a plea to the jurisdiction challenges the pleadings, as the Commissioners did below, a reviewing court must determine whether the party asserting jurisdiction has alleged facts that
AT&T alleged that the Commissioners acted ultra vires by their clear and extended refusal to accept responsibility for repayment of AT&T’s relocation costs and by directing the City to send the relocation notice. AT&T urges that such clear repudiation of the District’s statutory obligation is in violation of their duty and that declaratory relief is not barred by immunity even though it would compel prospective payment. We agree.
The Commissioners argue that AT&T has not alleged that they have taken actions placing them within the ultra vires exception to immunity. But the Commissioners sidestepped AT&T’s attempts to work out an agreement for the District to bear the relocation costs of the facilities for a number of years by refusing to respond to correspondences requesting a written costs agreement. The District eventually responded by instructing the City to send a notice to AT&T directing it to relocate its facilities at its own expense. If AT&T relocated its facilities and then sought reimbursement from the District, its claim—whether styled as one for damages or declaratory relief—would run afoul of the District’s governmental immunity because AT&T would be seeking retrospective monetary relief. The Commissioners’ execution of the letter directing the City to send the relocation notice overtly evidenced their refusal to comply with
The next question is whether the Commissioners’ anticipatory refusal to comply with the statute qualifies as a ministerial act or was undertaken without legal authority, placing the conduct within the ultra vires exception to governmental immunity.
Section 49.223 mandates that the District will bear the costs of relocation where exercise of the District’s power makes such relocation necessary:
In the event that the district or water supply corporation, in the exercise of the power of eminent domain or power of relocation or any other power, makes necessary the relocation . . . of any road [or] bridge . . . all necessary relocations . . . shall be done at the sole expense of the district or water supply corporation unless otherwise agreed to in writing.
Further, AT&T is entitled to declaratory relief that payment of its relocation expenses by the District is required by
2. Marcotte’s No-Evidence Motion for Summary Judgment
Where a no-evidence motion for summary judgement is granted, as Marcotte’s was, a reviewing court will sustain the summary judgment if “(a) there is a complete absence of evidence of a vital fact, (b) the court is barred by rules of law or of evidence from giving weight to the only evidence offered to prove a vital fact, (c) the evidence offered to prove a vital fact is no more than
In his summary judgment motion, Marcotte contended that governmental immunity insulates him from this suit because, as AT&T’s pleadings alleged, he was acting in accordance with a City of Houston Ordinance when he sent the relocation notice and threatened to remove the facilities and assess the costs against AT&T. As stated earlier, the ultra vires exception to immunity only applies where a government actor fails to perform a ministerial task or acts without authority of law. Heinrich, 284 S.W.3d at 370. Neither of these instances are present here. It is undisputed that Marcotte’s actions conformed with the Houston Ordinance. The undisputed facts establish that Marcotte acted with authority of law and that the ultra vires exception is inapplicable as to him. Accordingly, we affirm the trial court’s grant of no-evidence summary judgment as to Marcotte.
III. Disposition
We reverse the court of appeals’ judgment to the extent it affirms the trial court’s judgment denying AT&T’s motion for summary judgment, grants summary judgment in favor of the City, and grants the Commissioners’ pleas to the jurisdiction. We affirm that part of the judgment in favor of Marcotte.
We remand the case to the trial court for further proceedings consistent with this opinion.
Phil Johnson
Justice
Notes
§ 54.203. Service in Annexed or Incorporated Area
. . .
(c) The governing body of a municipality may require a certificated telecommunications utility to relocate the utility‘s facility at the utility‘s expense to permit the widening or straightening of a street by:
(1) giving the utility 30 days’ notice; and
(2) specifying the new location for the facility along the right-of-way of the street.
Sec. 40-393. Relocation required.
(a) Whenever the city engineer determines, in the exercise of sound engineering judgment, that a facility should be relocated for the accomplishment of a public works project, the owner of the facility shall relocate the facility at the owner‘s sole expense in accordance with this article. In the event that an owner‘s failure to timely relocate a facility in accordance with this article causes the city to incur expenses, damages or losses, including loss of grant funds, for any resulting delay, the owner of the facility shall be responsible for the city‘s expenses, damages or losses.
(b) It shall be the policy of the city to design public works projects to minimize the relocation of facilities, but the city shall not be obligated to design a public works project to avoid facility relocation and the determination of the city engineer of the appropriate design of the public works project shall be final.
