OPINION
This appeal asks us to decide if the proof necessary to place an employee within the “course and scope” of employment for the purposes of vicarious liable differs from that under the Texas Worker’s Compensation Act. The question arises in the context of an oil field employee, who after his shift had ended at a remote drilling site, was involved in a tragic automobile accident while transporting his crew to company provided housing. Two of his coworkers were killed and another seriously injured. If this were a worker’s compensation case, we think it clear that the evidence would raise at least a fact issue as to whether the employee would be in the course and scope of his employment. But in the context of vicarious liability—making the employer liable for the conduct of the employee—we
FACTUAL SUMMARY
On July 28, 2007, Earl Wright, Albert Carillo, 1 and Steven Painter were riding in a vehicle being driven by their crew leader, J.C. Burchett. All were employees of Amerimex Drilling I, Ltd. (Amerimex). They had finished their shift on a drilling rig and were in transit to a “bunkhouse” provided by Amerimex which was located some 30 to 40 miles away. Burchett’s vehicle struck a car driven by Sarah Pena; Earl Wright and Albert Carillo were killed in the crash, and Steven Painter was seriously injured. Steven Painter, joined with the wrongful death beneficiaries of Earl Wright and Albert Carillo, (collectively Appellants) sued Burchett (the driver); Am-erimex (which was hired to drill an oil and gas well); Sandridge Energy, Inc. (the owner of the oil and gas lease); and Sarah Pena (the driver of the other car involved in the accident).
Sandridge had obtained a lease to drill oil and gas wells on the Longfellow Ranch which is located south of Fort Stockton. Sandridge hired Amerimex to do the actual drilling. Amerimex was hired under a “Daywork Drilling Contract” that contemplated the drilling could take as long as ninety days. Sandridge was to pay Ameri-mex a designated daily rate. In exchange, Amerimex was to provide a drilling rig and a crew each day. In addition to the daily rate that Sandridge was to pay Amerimex, it was obligated under the contract to pay various “bonus” amounts for Amerimex employees. One of those amounts included paying each “driller” a bonus of “$50/ day to drive crew out to well location [sic].” A driller is the leader of a crew consisting of four to six workers. Ameri-mex would invoice Sandridge for the bonus amounts, which when paid, would then be distributed to the workers along with their regular pay. Sandridge needed to pay these bonuses because otherwise there was a risk that Amerimex’ crew would be hired away by other drilling companies operating in the area. Sandridge may also have paid the bonus to one driver to reduce the amount of traffic going back and forth from the Longfellow ranch, which had thirty or more rigs operating at one time.
Sandridge did not allow on site housing which effectively required Amerimex’ crew to commute to the well site. Burchett’s crew included Wright, Carillo, and Painter; Burchett was the “driller” and thus entitled to the driving bonus. Burchett’s crew members apparently lived in Big Spring or Abilene, a two and half hour drive away from the drilling rig. Accordingly, Ameri-mex placed a “bunkhouse” in Fort Stockton which was some 30 miles away. There was no requirement that the crews live in the bunkhouse, or that they had to ride with their driller when going to and from work. But on this job they did.
As it turned out with Burchett’s crew, he was the only one with a vehicle at the job. The rest of his crew had carpooled with Burchett from Big Spring and they rode out to the well site each day in Bur-chett’s personal truck and then back again after the shift ended. Once they left the rig site for the bunkhouse, they were free to stop along the way, and no one provided them a route to take, though there is some evidence in the record that U.S. 385 was the only route known to them. On occasion, they would make the trip all the way
Burchett’s crew worked from 6 p.m. to 6 a.m. for seven days on, and then they got seven days off. On the morning of July 28, 2007, after finishing their sixth shift, they were driving back to the bunkhouse. For reasons unknown, Burchett ran into the back of Ms. Pena’s car while on U.S. 385 just outside of Fort Stockton.
Burchett was also seriously hurt in the accident. He sought worker’s compensation benefits, necessarily contending that he was injured in the course and scope of employment at the time of the accident. Amerimex’ workers’ compensation insurance carrier, Texas Mutual Insurance Company, contested those benefits which culminated in a contested case hearing before Texas Department of Insurance Workers’ Compensation Division (TDI). Amerimex itself sought to participate at the hearing claiming that it had standing, and in fact urged that Burchett was in the course and scope of his employment at the time of the accident. The TDI found that Burchett’s injury was compensable under the Act because he was paid to transport his crew to and from the worksite and the company bunkhouse. Moreover, delivering a crew to the worksite each day directly furthered the business interests of Am-erimex.
None of the Appellants, however, filed claims for workers’ compensation benefits. But Amerimex, claiming again to have standing before the TDI, attempted to initiate benefit proceedings on their behalf. In part, Amerimex contended that when an employee driver of a vehicle is in the course and scope of employment, so too would be any employee passengers. The TDI found Amerimex lacked standing to initiate benefit proceedings on Appellants’ behalf, and even it if did, the employee passengers did not sustain compensable injuries.
Undeterred by the TDI ruling, Ameri-mex first moved for summary judgment in this lawsuit by contending that all of the employees were in the course and scope of employment and the exclusive remedy provisions of the Act barred the claims against it. 2 Alternatively, it claimed that none of the employees, including Burchett, were in the course and scope of employment and thus it owed no duty to Appellants. That motion was denied. Appellants later filed a Fourth Amended Petition that claimed Ameri-mex was vicariously liable for Burchett’s conduct because he was an employee engaged in activities within his general authority and in furtherance of his employer’s business. Appellants contended that Amerimex had the right to control Bur-chett and is accordingly vicariously liable for his torts.
Amerimex then filed another summary judgment motion claiming that “Ameri-mex’s lack of control over Burchett at the time of the accident” defeats vicarious liability as a matter of law.
3
This motion was filed as both an affirmative and no evidence motion under Tex. R. Civ. P. 166a(c) and (i). Appellants’ response claimed that the right of control was relevant only to the question of whether Burchett was an employee, and not to whether he was act
Issues on Appeal
In a single issue on appeal, Appellants contend that there are material fact issues as to whether Burchett was in the course and scope of his employment with Ameri-mex at the time of the accident such that Amerimex is vicariously liable to Appellants under the doctrine of respondeat superior. We discern two primary threads to Appellants’ argument. First, they contend the nature of remote drilling sites presents an exception to the general rule which holds that coming from or going to work is not within the course and scope of employment. They bolster this argument by contending that Burchett was paid to transport the crew, and not merely reimbursed for travel expenses. Second, Appellants contend the car-pooling arrangement was in furtherance of Amerimex’s business as it ensured that a complete drilling crew came to the drilling rig each day.
STANDARD OF REVIEW
We review a trial court’s decision to grant summary judgment
de novo. Travelers Ins. Co. v. Joachim,
A no-evidence motion for summary judgment is essentially a pretrial directed verdict, and we apply the same legal sufficiency standard of review as we would for a directed verdict.
King Ranch, Inc. v. Chapman,
Amerimex also asserted a traditional summary judgment under Tex. R. Civ. P. 166a(c). Under a traditional motion, the moving party carries the burden of showing that there is no genuine issue of material fact and it is entitled to judgment as a matter of law.
Diversicare General Partner, Inc. v. Rubio,
STANDARDS FOR VICARIOUS LIABILITY
Only in certain defined situations is one person required to pay for the misdeeds of another. An employer, for instance, may be held liable for the tortious acts of an employee committed within the course and scope of employment.
See Baptist Mem’l Hosp. Sys. v. Sampson,
And following this logic, an employee traveling to and from work is generally not in the course and scope of their employment for vicarious liability purposes
Course and Scope of Employment at Remote Drilling Sites
Appellants acknowledge the coming and going rule, but argue that Texas has carved out an exception for travel to and from drilling rigs in remote locations. They primarily rely on a line of case, all in the worker’s compensation context, that have held that a worker injured while traveling to and from a remote drilling site is entitled to worker’s compensation benefits.
Johnson v. Pacific Employers Indemnity Co.,
This Court’s decision in
Chesnut
is illustrative. In
Chesnut,
a driller transported three crew members from Odessa to a drilling site near Fort Stockton.
Chesnut
relies on the earlier Texas Supreme Court opinion
Texas Employers’ Ins. Ass’n. v. Inge,
The location of the drilling site in an uninhabited area made it essential that Appleby furnish transportation to his employees in order to induce them to work on this job. The substance of thearrangement was that the members of the drilling crew were being transported to the well location free of cost to them; and this was an important part of their contract of employment. Those workmen riding in Inge’s automobile were given free transportation and the mileage fee paid to Inge presumably was sufficient to take care of his expenses in operating his own automobile. Due to wartime conditions then existing, the arrangement which was made was probably the only one which was practical under the circumstances. The employer’s affairs and business were being furthered by the transportation of the members of the crew to and from the well site in Inge’s automobile as effectively as if the employer himself owned the automobile which was being used.
Id.
at 352,
Nor can we question the vitality of these older precedents. The Texas Supreme Court recently decided
Seabright Ins. Co. v. Lopez,
Comparing the facts of this case to
Lopez
or
Inge,
we would be hard pressed not to find at least a fact issue as to whether Burchett was in the course and scope of employment for workers’ compensation purposes. Amerimex is in the drilling business and sends its drilling rigs to remote locations on a routine basis. It requires a specialized work crew to run the rigs, and therefore needs its employees to travel to remote locations on temporary
Amerimex also clearly benefited from Burchett sheparding his crew to and from the rig site. Amerimex was contractually obligated to provide a drilling rig and crew each day. Burchett needed a crew to run the rig. Burchett testified that it was his job to get the crew out the worksite. Having Burchett transport his crew helped insure a complete crew would make it the worksite. Compensating the driller (or at least someone on the crew) to provide transportation was necessary to keep the crew from being hired away by other companies in the area. In this sense, the transportation arraignment was “an essential and integral part of the contract of employment .... ”
Inge,
But as Amerimex points out, these remote drilling site cases were decided under the statutory definition of course and scope of employment found in the Texas Workers’ Compensation Act. The Act represents a statutorily imposed compromise between the worker and employer whereby a worker forfeits their right to sue the employer in exchange for certain, but more limited benefits.
Texas Workers’ Compensation Com’n v. Garcia,
RIGHT OF CONTROL AND VICARIOUS LIABILITY
The sole ground in Amerimex’s motion for summary judgment claims: “Ameri-mex’s lack of control over Burchett at the time of the accident—which defeats vicarious liability—mandates summary judgment on the case as a whole.” The motion argued that Appellants- must provide evidence that the employer had the right to control the conduct of the employee at the time of the alleged tort for the purpose of making an employer vicariously liable for the conduct of an employee. For an employee driving away from the worksite, this would mean the employer did or could control the details of the work (the drive) through such means as directing the route.
Conversely, Appellants steadfastly claimed that all they needed to show was that the employee was acting in furtherance of the employer’ business; control is not a formal element. Both positions are not without support.
In the travel context, several courts have required that a plaintiff seeking to impose vicarious liability on an employer for the acts of an employee must prove the employer’s control over the travel.
Smith v. Universal Elec. Const. Co.,
Conversely, Appellants focused the trial court on the Texas Pattern Jury Charges which include two distinct questions to establish an employer’s vicarious liability. The first question asks whether a person is an employee of another:
On the occasion in question, was [J.C. Burchett] acting as an employee of [Am-erimex]?
An employee is a person in the service of another with the understanding, express or implied, that such other person has the right to direct the details of the work and not merely the result to be accomplished.
Comm, on Pattern Jury Charges, State Bar of Tex., Texas Pattern Jury Charges: General Negligence PJC 10.1 (2014). But assuming that one is an employee, as Am-erimex concedes Burchett was, the only question is whether the employee was acting within the course and scope of the employment, and that question omits any explicit control language:
On the occasion in question, was [J.C. Burchett] acting in the scope of. his employment?
An employee is acting in the scope of his employment if he is acting in the furtherance of the business of his employer and with the scope of the general authority given him by his employer.”
Comm, on Pattern Jury Charges, State Bar of Tex.,
Texas Pattern Jury Charges: General Negligence
PJC 10.6 (2014)(add-ing general authority clause per second comment). Of course, unless specifically approved by the Texas Supreme Court, the Texas Pattern Jury Charges are only persuasive authority before this Court.
See Ishin Speed Sport, Inc. v. Rutherford,
But we acknowledge a number of cases which set out the two prong test for course and scope (origination and furtherance of business) as found PJC 10.6 as the appropriate test. In
Robertson Tank Lines, Inc. v. Van Cleave,
In London v. Texas Power & Light Co., language in the opinion conflates the origination and furtherance of business tests with control:
The test of a master’s liability for the negligent acts of his servant is whether at the time and occasion in question, the master has the right and power to direct and control the servant in the performance of the causal act or omission at the very instance of its occurrence. Stated another way, for an act to be within the course and scope of a servant’s employment, it is necessary that it be donewithin the general authority of the master in furtherance of the master’s business, and for the accomplishment of the object for which the servant is employed.
While Appellants argue for a remote drilling site exception to the coming and going rule, the facts of this case more closely describe a special mission. “A special mission is a specific errand that an employee performs for his employer, either as part of his duties or at his employer’s request.”
Upton v. Gensco, Inc.,
But the special mission cases in the vicarious liability context have required the employer to 'control either the particular means of transportation or the route.
ACME Energy Services, Inc. v. Aranda,
No. 08-02-00205-CV,
. Even under the worker’s compensation cases, the courts have not completely ignored the control element. The court in
Inge
discussed the element of control, but noted it lost its importance because “it was simply regarded as unnecessary.”
Inge,
As our supreme court has stated, “the scope and extent of vicarious liability under the common law is clearly a policy determination—pure although not necessarily simple.”
Wolff,
Rather, it seems to us that before vicarious liability should attach, Amer-imex must undertake some control as with the route or the means of transport, which might correspondingly reflect on the risk of the accident itself. This requirement is line with the Texas Supreme Court’s decisions regarding an employer’s liability for off duty employees. Generally, an employer owes no duty for the actions of its off duty employees.
Ianni,
Here, Amerimex expressly raised- the issue of control and we believe it therefore became an element that Appellants were required to prove, 9 We now turn to whether Appellants raised a fact issue as to control on this summary judgment record.
EVIDENCE OF CONTROL?
To defeat the no evidence motion for summary judgment, Appellants must have presented more than a scintilla of evidence regarding the challenged element.
King Ranch,
The summary judgment record includes testimony from both Burchett and Ameri-mex’s Chief Financial Officer, Glenn Mur-phee, regarding control. Burchett’s affidavit states that on the day of the accident his shift ended at 6 a.m. when he signed a “tower report.” He was then driving Painter, Wright, and Carillo, in his personal vehicle to the bunkhouse. In his words, “I was not working at the time.” Once off the site, thé group was “free to spend our time as we choose. We would decide as a group whether to stop for food or what to do with our time. Amerimex has no control over our time off.”
Glen Murphee also testified to the control issue. He stated that “I have no control over those people when they leave the rig.” In his words, “They can get to work any way they want to get to work. They start work when they get to the rig, and that’s when work begins ... Outside that, you know, we have no control over them.” There was no evidence of a company safe driver program that applied to Burchett while he was driving the crew. There was no evidence that Amerimex trained or otherwise qualified drivers. It merely passed along the driver bonus that Sandridge paid.
We might agree that if the route taken were the only issue, there was no evidence that there was more than one route available, and control over the route would be false issue. But we find no evidence that Amerimex had or exercised any control over the manner of transportation—the type of vehicle used, the qualifications of the driver, the number of passengers, or any other issues which might implicate the kind of control that justifies shifting the risk of loss from one party to another. We simply find no evidence in the record demonstrating that Amerimex had the right to exercise, or did in fact exercise, any control over the carpooling of the crew.
See Pilgrim v. Fortune Drilling Co., Inc.,
Chew, C.J. (Senior), sitting by assignment
Chew, C. J. (Senior), dissenting without opinion
Notes
. The last amended petition spells this name as both Carillo and Carrillo. We have used the spelling as contained in the style of the case.
. Tex. Lab. Code Ann. § 408.001(a)(West 2015)("Recovery of workers’ compensation benefits is the exclusive remedy of an employee covered by workers’ compensation insurance coverage or a legal beneficiary against the employer or an agent or employee of the employer for the death of or a work-related injury sustained by the employee.”).
. Several other grounds were asserted in the motion pertained to the standing of various claimed wrongful death beneficiaries, but those issues are NOT before us.
. The record in this case is something of a challenge. The Clerk originally included the attachments to Amerimex’s prior motion for summary judgment as the attachment to the motion now before us. Amerimex pointed this issue out, and supplemented the record with the correct attachments, but only after Appellants filed their brief. Amerimex claims that some of Appellants record citations are to matters outside the summary judgment record because they were attachments to the previous motion for summary judgment. But because Appellant’s response to the latest motion for summary judgment incorporated by reference the pleadings and its previous responses, we consider all the evidence from the entire record in resolving this appeal,
. The Act defines course and scope of employment as:
[A]n activity of any kind or character that has to do with and originates in the work, business, trade, or profession of the employer and that is performed by an employee while engaged in or about the furtherance of the affairs or business of the employer. The term includes an activity conducted on the premises of the employer or at other locations.
Tex. Lab. Code Ann. § 401.01 l(12)(West 1015. From this definitions, there, is a two part test for course and scope of employment: the injury must "(1) relate to or originate in, and (2) occur in the furtherance of, the employer's business.”
Leordeanu v. American Protection Insurance Co.,
. Amerimex argues that the Daywork Drilling Contract only paid Burchett for taking the crew to the worksite, and at the time of the accident, they were returning from the site. We think this too fine a distinction as Ameri-mex itself understood that if Burchett drove the crew to the remote site, he most likely would need to get them back to the bunkhouse at the end of the shift. There is also testimony in the record, unobjected to by Am-erimex, that the pay was for both transporting the workers to and from the worksite.
. The findings of fact from the TDI are in the summary judgment record and include this findings:
It was directly in the furtherance of the business-affairs of the Employer for the Claimant/Driller to provide worksite transportation for his crew, because if a sufficient crew was not readily available at the remote rig site, Employer’s duties to drill that well would suffer to the business detriment of Employer.
.
Parmlee
cites a number of earlier decisions in support of this proposition, including
American National Ins. Co. v. Denke,
. Some courts referencing control have included it as a part of the "furtherance of the master's business” element for course and scope.
E.g. J & C Drilling,
