Jenai Hayes v. Metro. Gov't of Nashville ( 2023 )


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  •                          NOT RECOMMENDED FOR PUBLICATION
    File Name: 23a0518n.06
    Case Nos. 23-5027/5075
    FILED
    UNITED STATES COURT OF APPEALS                           Dec 13, 2023
    FOR THE SIXTH CIRCUIT                        KELLY L. STEPHENS, Clerk
    )
    DR. JENAI HAYES (23-5027); DR. LILY
    )
    MORENO LEFFLER, DR. JAMES BAILEY,
    )
    DR. PIPPA MERIWETHER, and DR.
    )     ON APPEAL FROM THE UNITED
    DAMON CATHEY (23-5075),
    )     STATES DISTRICT COURT FOR
    Plaintiffs-Appellants,                       )     THE MIDDLE DISTRICT OF
    )     TENNESSEE
    v.                                                   )
    )
    METROPOLITAN GOVERNMENT OF                           )                                 OPINION
    NASHVILLE AND DAVIDSON COUNTY,                       )
    TENNESSEE; DR. ADRIENNE BATTLE,                      )
    Defendants-Appellees.                        )
    )
    Before: GRIFFIN, KETHLEDGE, and THAPAR, Circuit Judges.
    THAPAR, Circuit Judge. Five school administrators claim their school district retaliated
    against them for complaining of wrongdoing, discriminated against them, and violated their tenure
    rights. The district court dismissed some claims on summary judgment. We affirm in part and
    reverse in part.
    I.
    In March 2020, Dr. Adrienne Battle became the Director of Schools for the Metropolitan
    Government of Nashville and Davidson County (the District). Shortly thereafter, the District asked
    Battle to cut $100 million from the budget. In response, she proposed reorganizing the District’s
    central office.
    The District approved the reorganization, but not everyone was happy.         Five high-
    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    performing employees lost their positions and sued. They claim the District retaliated against them
    for speaking up against wrongdoing. They also allege race, sex, and age discrimination claims.
    Finally, they claim the District violated their tenure rights.
    After discovery, the parties cross-moved for summary judgment. The district court denied
    the employees’ motion and partially granted the District’s. One plaintiff appealed and, at the
    other plaintiffs’ request, the district court entered final judgment on the dismissed claims. See Fed.
    R. Civ. P. 54(b). Those employees then joined the appeal.
    II.
    Bailey’s First Amendment Retaliation Claim. James Bailey was a local high school
    principal that the District removed during the reorganization. Why? The District claimed his
    school underperformed.
    But Bailey suspected otherwise. Two years earlier, a basketball coach at Bailey’s school
    assaulted a parent and mishandled program funds. That coach was Battle’s brother. Bailey
    investigated the incident, recommended discipline, and testified as a fact witness at the coach’s
    appeal hearing.    At Bailey’s recommendation, the District chose not to renew the coach’s
    employment.
    Then Battle became Director of Schools. And less than two months later, Bailey lost his
    position. Bailey claims the District (through Battle) removed him because he testified against
    Battle’s brother—and that this retaliation violated his First Amendment rights. The district court,
    however, held that the First Amendment didn’t protect Bailey’s testimony. We disagree.
    The First Amendment protects public employees’ right to speak as citizens. Pickering
    v. Bd. of Educ., 
    391 U.S. 563
    , 568 (1968). At the same time, when government hires an employee
    “to speak on the government’s behalf and convey its intended messages,” it can discipline the
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    employee for failing to comply. Kennedy v. Bremerton Sch. Dist., 
    142 S. Ct. 2407
    , 2423 (2022).
    That’s because speech “pursuant to . . . official duties” is considered “the government’s own
    speech.” 
    Id.
    Three factors guide our analysis of whether a government employee’s speech is private and
    protected. First, the employee must speak as a private citizen, not “pursuant to” his official duties.
    Garcetti v. Ceballos, 
    547 U.S. 410
    , 419, 421 (2006). Second, the speech must be on a matter of
    public concern. Connick v. Myers, 
    461 U.S. 138
    , 146–47 (1983). Third, the government’s interests
    can’t outweigh the employee’s speech rights. Pickering, 391 U.S. at 568.
    Bailey’s testimony checks all three boxes.
    First, Bailey didn’t testify as the District’s representative. To start, neither Bailey’s job
    description nor his ordinary duties required him to testify at misconduct hearings. Cf. Mayhew
    v. Town of Smyrna, 
    856 F.3d 456
    , 464 (6th Cir. 2017) (holding that reports of misconduct
    are government speech when the reports are required by the employee’s job description); DeWyse
    v. Federspiel, 
    831 F. App’x 759
    , 763 (6th Cir. 2020) (similar). To the contrary, the District had to
    subpoena Bailey, and this was his second time testifying at a hearing in his last twelve years of
    government service. See Lane v. Franks, 
    573 U.S. 228
    , 238 (2014).
    True, Bailey testified about his work duties, including his investigation into the coach’s
    misconduct and his recommendation to discipline the coach. But “the mere fact” Bailey shared
    information learned during employment “does not transform that speech into [government]
    speech.” Id. at 240. In short, because Bailey provided “truthful sworn testimony, compelled by
    subpoena, outside the course of his ordinary job responsibilities,” his testimony was his speech,
    not the District’s. Id. at 231.
    Second, Bailey testified about Coach Battle’s assault and misuse of public funds—both
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    matters of public concern. Id. at 241; Kirkland v. City of Maryville, 
    54 F.4th 901
    , 908 (6th Cir.
    2022). After all, the public has an interest in how government employees treat citizens and how
    public funds are used.
    Third, the District’s interests don’t outweigh Bailey’s speech rights. The District can
    punish Bailey for his private speech only if that speech impedes his ordinary duties or interferes
    with the District’s operations. See Lane, 573 U.S. at 242; Pickering, 391 U.S. at 572–73. For
    instance, if Bailey had disclosed confidential information, his testimony might have conflicted
    with the District’s confidentiality interests. See Lane, 573 U.S. at 242. But here, the District hasn’t
    argued that Bailey testified falsely or about sensitive information. Nor has the District explained
    how Bailey’s testimony otherwise interferes with its operations.
    Thus, the district court erred in holding that the First Amendment did not protect Bailey’s
    testimony.
    III.
    Bailey’s Age Discrimination Claims. Bailey claims the District removed him for another
    improper reason: his age. See 
    29 U.S.C. § 623
    (a)(1); 
    Tenn. Code Ann. § 4-21-401
    (a). In response,
    the District says it removed Bailey because his school ranked last on the District’s list of priority
    (i.e., underperforming) schools.1 Because Bailey has introduced evidence casting doubt on that
    justification, a reasonable jury could question the District’s stated reason.                  See Pierson
    v. Quad/Graphics Printing Corp., 
    749 F.3d 530
    , 536 (6th Cir. 2014).
    To begin, many schools were on the District’s priority list. Yet, in the last decade, Bailey
    was the only principal on that list whom the District removed because of the school’s
    1
    The district court cited another reason why the District removed Bailey: Battle thought he was dishonest. The
    District switches gears on appeal and argues that Bailey’s honesty is irrelevant.
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    performance.2
    Additionally, the District didn’t follow its usual removal procedures. Typically, when a
    principal isn’t meeting expectations, the District begins by adding him to its list of
    underperforming principals. Being on the list triggers a handful of less drastic interventions short
    of removal. If those don’t work, the District debates and decides whether to remove the principal
    at an annual meeting. A senior director testified the District should have followed these procedures
    in Bailey’s case. Yet the District didn’t follow any of them: Bailey wasn’t added to the list of
    underperformers, the District didn’t take any intermediate measures, and Bailey wasn’t discussed
    at the annual meeting.
    Moreover, there is evidence Bailey performed well. Bailey’s supervisor said he was doing
    a great job and to keep up the good work. Another administrator thought Bailey’s school improved
    during Bailey’s tenure. Bailey was recently named principal of the year. And when Bailey lost
    his job, his supervisor wrote a glowing recommendation based on his tenure at the
    underperforming school.
    Finally, the District gave shifting explanations for removing Bailey. Initially, the District
    told Bailey it was removing him “just because after, you know, several years, . . . the school tends
    to mirror a principal’s sort of qualities and strengths and weaknesses.” R. 162-9, Pg. ID 4292.
    Later, the District sent Bailey a letter telling him he was being removed “due to the district’s
    reorganization and budget impact.” R. 189-8, Pg. ID 5296. That letter, the District contends, was
    sent to Bailey by mistake. But it remains undisputed that the District didn’t communicate its
    current reason for removing Bailey—his school’s performance—until after Bailey challenged his
    2
    Bailey can use this evidence both in his affirmative case of age discrimination and to rebut the District’s stated reason
    for removing him. See St. Mary’s Honor Ctr. v. Hicks, 
    509 U.S. 502
    , 511, 519 (1993) (noting evidence relevant to a
    prima facie case can also support pretext); Strickland v. City of Detroit, 
    995 F.3d 495
    , 512–14 (6th Cir. 2021) (same).
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    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    removal before the Equal Employment Opportunity Commission. When an employer gives
    shifting rationales for disciplining an employee, a jury can conclude that the proffered rationale
    “may not have been the true motivation for the employer’s actions.” Pelcha v. MW Bancorp, Inc.,
    
    988 F.3d 318
    , 327–28 (6th Cir. 2021) (citation omitted).
    The District raises three responses. First, the District argues Bailey’s performance is
    irrelevant because it removed him due to the school’s performance, not Bailey’s. Yet the District
    initially told Bailey it was removing him because of his performance—because “the school tends
    to mirror a principal’s sort of qualities and strengths and weaknesses.” R. 162-9, Pg. ID 4292.
    Thus, evidence of Bailey’s good performance undermines at least one of the District’s stated
    reasons for removing him.
    Second, the District argues that Bailey didn’t claim he was treated worse than principals at
    other priority schools before the district court. Not so. Bailey made that same comparison in his
    summary judgment briefing. See R. 180, Pg. 47–48 (using the District’s “treatment of principals
    at other priority schools” to prove “priority status did not actually motivate” his removal).
    Third, the District argues it fired Bailey because his school was the worst performing in
    the District. Maybe. But as Bailey points out, the District offered shifting explanations and didn’t
    follow its typical procedures when removing him. Because that evidence calls the District’s stated
    reason into doubt, a jury gets to decide whether the District removed Bailey because of his school’s
    performance. See Thurman v. Yellow Freight Sys., Inc., 
    90 F.3d 1160
    , 1166–67 (6th Cir. 1996).
    Of course, Bailey must show “both” that the District’s stated reason for removing him was
    pretextual “and that [age] discrimination was the real reason.” St. Mary’s, 509 U.S. at 519
    (emphasis omitted). At this stage, however, the District hasn’t disputed whether Bailey can show
    his age was the real reason he was removed. Thus, we reverse summary judgment on Bailey’s age
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    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    discrimination claims.
    IV.
    Hayes’s First Amendment Retaliation Claim. Dr. Jenai Hayes served as the Director of
    School Choice. Her nine-year-old son attended one of the District’s elementary schools. At school
    one day, a student teacher asked Hayes’s son, who is African American, to read part of a speech
    titled, “Let’s Make a Slave.” She then told the child to climb under his desk and “pretend he was
    a slave” who was about to be “mailed” in a box. R. 185-1, Pg. ID 5163–65. After the lesson,
    Hayes’s son didn’t want to return to school. Hayes filed a Title VI complaint with the District.
    Later, a different teacher posted a video of Hayes’s son without Hayes’s permission. In
    the video, her son, who is autistic, danced to a song about being different. Hayes complained,
    asserting that the video violated federal privacy law.
    Five days after Hayes submitted her privacy complaint, the District eliminated her position.
    Hayes applied for other positions within the District, including to be a Restorative Practices
    Specialist. Meanwhile, she sued, arguing the District violated Title VI by retaliating against her
    because she complained about the slavery lesson. The day after Hayes filed her lawsuit, the
    District denied her application for the Specialist position. Ultimately, the District transferred
    Hayes to a classroom teaching position, which came with a nearly $50,000 cut in salary.
    Hayes later learned her would-be supervisor, Anthony Hall, recommended hiring her for
    the Specialist position. But when Hall’s recommendation went to HR so that HR could calculate
    Hayes’s salary, an HR manager rolled her eyes and said “You have to be kidding me. She has a
    lawsuit against the district.” R. 193-1, Pg. ID 6104. The HR manager also noted Hayes had
    complained about the slavery lesson.
    After HR calculated Hayes’s salary for the Specialist position, Hall concluded it exceeded
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    what his budget allowed. So he hired a different candidate whose salary fit within his budget.
    Hayes claims the District eliminated her position in retaliation for her slavery-lesson
    complaint, privacy complaint, and Title VI lawsuit. She also claims the District rejected her
    Specialist application in retaliation for those same complaints. The District says (A) Hayes
    forfeited several arguments, and (B) the District would’ve taken the adverse actions regardless of
    Hayes’s legal complaints.3
    A.
    The District first claims Hayes forfeited her argument that the slavery-lesson and privacy
    complaints caused the District’s adverse actions. That’s because, the District asserts, Hayes only
    addresses the causal relationship in a footnote. See United States v. Dairy Farmers of Am., Inc.,
    
    426 F.3d 850
    , 856 (6th Cir. 2005). Yet Hayes spent a whole section of her brief discussing the
    “causal connection” between the District’s adverse actions and “her protected conduct.” Appellant
    Br. 53–54. In the body of that section, Hayes focused on her Title VI lawsuit. But she clarified in
    a footnote that the same arguments applied to her slavery-lesson and privacy complaints. A party
    might forfeit an issue by mentioning it only in a passing footnote, but Hayes discussed her
    causation arguments in both the body and a footnote.
    Next, the District argues Hayes can’t rely on the HR manager’s statements as evidence of
    retaliation because Hayes didn’t raise those statements before the district court. Yet in her
    summary judgment briefing, Hayes argued the HR manager’s “strong retaliatory language . . .
    shows that the adverse action was motivated by [her] protected conduct.” R. 180, Pg. 51. That’s
    3
    In the summary section of its briefing, the District asserts that Hayes’s privacy complaint isn’t protected speech. But
    the District doesn’t explain why. By addressing the issue “in a perfunctory manner,” the District forfeited the
    argument. Wright v. City of Euclid, 
    962 F.3d 852
    , 879 (6th Cir. 2020) (citation omitted).
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    enough to preserve the argument.
    Finally, the District argues that Hayes raises a new retaliation claim on appeal. While
    Hayes raised claims based on her slavery-lesson and privacy complaints before the district court,
    the District argues she didn’t raise a First Amendment retaliation claim based on her Title VI
    lawsuit. But retaliation claims are measured in retaliatory actions, not instances of protected
    conduct. See Nieves v. Bartlett, 
    139 S. Ct. 1715
    , 1722 (2019); Scarbrough v. Morgan Cnty. Bd. of
    Educ., 
    470 F.3d 250
    , 255 (6th Cir. 2006). Thus, Hayes has two retaliation claims: one based on
    her removal, and another based on the District’s denial of her job application. Her Title VI lawsuit,
    slavery-lesson complaint, and privacy complaint are separate arguments in support of those claims.
    And Hayes can raise new arguments in support of claims she litigated below. Lebron v. Nat’l R.R.
    Passenger Corp., 
    513 U.S. 374
    , 379 (1995).
    B.
    Turning to causation, a reasonable jury could believe Hayes’s complaints caused the
    District to eliminate her position, but not that her complaints caused the District to deny her job
    application. Hayes must initially prove these adverse actions were motivated “at least in part” by
    her complaints. Eckerman v. Tenn. Dep’t of Safety, 
    636 F.3d 202
    , 207 (6th Cir. 2010). Once she
    meets this burden, the District must show it would have taken the actions “absent [Hayes’s]
    protected conduct”—and that no reasonable jury could find otherwise. 
    Id. at 208
     (citation
    omitted); Dye v. Off. of the Racing Comm’n, 
    702 F.3d 286
    , 308 (6th Cir. 2012). We consider each
    adverse action in turn.
    1.
    A reasonable jury could conclude the District eliminated Hayes’s position because of her
    complaints. The District eliminated Hayes’s position five days after she complained about the
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    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    video of her son and two-and-a-half months after she complained about the slavery lesson. Such
    a short timeline is evidence of causation. See Dye, 702 F.3d at 305–06 (collecting cases).
    Moreover, during the reorganization, the District removed every administrator who Battle knew
    had complained about District policies. Thus, a reasonable jury could conclude the District
    removed Hayes “at least in part” because of her complaints. Eckerman, 
    636 F.3d at 207
    .
    For its part, the District argues it would have eliminated Hayes’s position regardless
    because it needed to cut $100 million from its budget. But we have held that a jury can doubt an
    employer’s budget-based explanation for firing an employee when the firing occurs months after
    the employee complained and when coworkers identify a retaliatory atmosphere at work. Dye,
    702 F.3d at 308. Hayes has shown that and more. The alleged retaliation occurred months after
    Hayes complained, and multiple employees testified the District had an atmosphere of retaliation.
    Moreover, the District’s budget increased after the reorganization. Further, when the District cuts
    its budget, it typically makes non-personnel cuts before dismissing employees. Battle did the
    opposite. Finally, looking at this and other evidence, a school-budgeting expert evaluated the
    reorganization and determined that it didn’t appear to be driven by budget concerns. Thus, a jury
    could doubt that the District removed Hayes because of the budget.
    2.
    By contrast, Hayes has not shown that the District denied her application for the Specialist
    position because of her complaints. To be sure, after Hayes applied and interviewed for the
    position, Hall wanted to hire her. And when he sent his request to HR, a manager mentioned
    Hayes’s complaints. But calculating Hayes’s salary was HR’s only relevant involvement in the
    hiring process. Ultimately, Hall was the one who decided not to hire Hayes because her salary
    exceeded his budget.
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    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    Hayes hasn’t argued that Hall acted out of retaliatory animus. Nor has Hayes argued that
    HR calculated the salary in a way that directed Hall to deny Hayes’s application. See, e.g., Bose
    v. Bea, 
    947 F.3d 983
    , 990 (6th Cir. 2020). Accordingly, the HR manager’s stray comment can’t
    establish that Hayes would have been hired but for her complaints. See, e.g., Rowan v. Lockheed
    Martin Energy Sys., Inc., 
    360 F.3d 544
    , 550 (6th Cir. 2004).
    Thus, the District is entitled to summary judgment on Hayes’s First Amendment challenge
    to the denial of her application for the Specialist position. But it is not entitled to summary
    judgment on Hayes’s challenge to the District’s elimination of her position.
    V.
    Hayes’s Title VI Retaliation Claims. Hayes claims the District also violated Title VI when
    it eliminated her position and denied her job application.4 In response, the District makes the same
    arguments discussed above: it eliminated Hayes’s position for budget reasons, it would have
    denied Hayes’s application anyway because her requested salary was too high, and the HR
    manager’s statements are irrelevant because HR didn’t have hiring authority. The same analysis
    from Part IV applies here. A reasonable jury could doubt the District’s budget concerns, but not
    the District’s salary rationale. Thus, the District is entitled to summary judgment on Hayes’s
    application-based claim. But it’s not entitled to summary judgment on Hayes’s claim based on the
    elimination of her position.
    4
    Title VI doesn’t expressly prohibit retaliation. See 42 U.S.C. § 2000d. But see 
    34 C.F.R. § 100.7
    (e). So, it’s not
    clear that it creates a private right of action for retaliation claims. See, e.g., Alexander v. Sandoval, 
    532 U.S. 275
    (2001); Peters v. Jenney, 
    327 F.3d 307
    , 324 (4th Cir. 2003) (Widener, J., dissenting). But see Jenney, 
    327 F.3d at
    316–17 (majority op.) (holding it does); McCullough v. Bd. of Regents of the Univ. Sys. of Ga., 
    623 F. App’x 980
    , 982
    (11th Cir. 2015) (per curiam) (same); Jackson v. Birmingham Bd. of Educ., 
    544 U.S. 167
    , 173–74, 178 (2005) (finding
    a similar right of action for retaliation under Title IX). But because the parties don’t dispute the point, we assume
    without deciding that it does.
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    VI.
    Tennessee Human Rights Act. In the summary section of her opening brief, Hayes
    mentions a retaliation claim asserted under the Tennessee Human Rights Act. See 
    Tenn. Code Ann. § 4-21-301
    (a)(1). Hayes doesn’t discuss this claim elsewhere in her brief. Moreover, the
    only THRA claim that Hayes raised before the district court was based on an allegation of sex
    discrimination. And Hayes confirms she “does not appeal” her sex-based retaliation claim.
    Appellant Br. 48 n.23. Accordingly, Hayes either forfeited or waived the right to appeal her THRA
    retaliation claim. See Williamson v. Recovery Ltd., 
    731 F.3d 608
    , 621 (6th Cir. 2013).
    VII.
    Leffler’s Title VII Retaliation Claim. Dr. Lilly Leffler served as one of thirteen executive
    directors. During the reorganization, the District required these directors to reapply for their
    positions. All but two of those who reapplied were rehired. Leffler was not. She claims the
    District removed her because her cousin-in-law sued the District for sex discrimination.
    Title VII allows employees to sue for retaliation when the employer punishes them for
    another employee’s protected conduct. Thompson v. N. Am. Stainless, LP, 
    562 U.S. 170
    , 174
    (2011). To succeed on her Title VII claim, Leffler must initially show (1) her cousin-in-law is a
    close contact, (2) the cousin engaged in conduct protected by Title VII, (3) the District took an
    adverse action against Leffler, and (4) “a causal chain links” the adverse action to the cousin’s
    protected conduct. See Threat v. City of Cleveland, 
    6 F.4th 672
    , 680–81 (6th Cir. 2021).5 Once
    Leffler makes her initial showing, the District must offer a nonretaliatory reason for removing
    Leffler. Boshaw v. Midland Brewing Co., 
    32 F.4th 598
    , 605 (6th Cir. 2022). Then, Leffler bears
    5
    The cousin-in-law qualifies as a “close” contact, and Leffler’s removal qualifies as “adverse,” if a reasonable
    employee in the cousin-in-law’s position would be “dissuaded from engaging in protected activity” if she knew Leffler
    would be removed as a result. 
    Thompson, 562
     U.S. at 174.
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    the burden to show that the District’s proffered reason is a pretext for retaliation. 
    Id.
    Only causation and pretext are at issue here. Leffler’s initial causation burden is “not
    onerous.” Mickey v. Zeidler Tool & Die Co., 
    516 F.3d 516
    , 523 (6th Cir. 2008). She must proffer
    evidence allowing a jury to conclude the District wouldn’t have removed Leffler absent her
    cousin’s suit. See 
    Thompson, 562
     U.S. at 173, 178. She has. After Leffler’s cousin sued, Battle
    repeatedly asked Leffler’s supervisor if Leffler could remain “loyal” and “separate her work” from
    the cousin’s suit. R.188-3, Pg. ID 5267. Moreover, the District removed Leffler two-and-a-half
    months after the cousin’s suit against the District settled. When an employer takes an adverse
    action soon after the employee engages in protected activity, a jury can infer the protected activity
    caused the adverse action. Mickey, 
    516 F.3d at 525
    . In connection with Battle’s repeated
    questions, a two-month delay is enough for a jury to make that inference. Dye, 702 F.3d at 306
    (collecting cases holding that three-month delays suffice to show causation).
    Turning to pretext, the District claims it removed Leffler because it needed to cut $100
    million from the budget. The District also notes that it removed all thirteen executive directors
    from their positions, not just Leffler. But, as discussed above, plaintiffs have introduced evidence
    that would allow a jury to doubt the District’s budget concerns. Supra Part IV(B)(1). Regardless,
    Leffler doesn’t need to show that the entire reorganization was motivated by retaliatory animus—
    just that a jury could doubt the District’s stated reason for removing her. See Threat, 6 F.4th at
    680 (focusing on the “adverse action” taken “against the employee”). Because Leffler has done
    so, the District isn’t entitled to summary judgment on Leffler’s Title VII retaliation claim.
    VIII.
    A.
    State Tenure Protections. The Tennessee Teacher Tenure Act allows the District to
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    “dismiss[]” tenured employees only for certain reasons listed in the Act. 
    Tenn. Code Ann. § 49
    -
    5-511. Hayes, Leffler, Damon Cathey, and Pippa Meriwether claim the District dismissed them
    for reasons other than those permitted by the Act.
    Hayes, Cathey, and Meriwether were transferred, not dismissed. When the District told
    these administrators it would remove them from their positions, it allowed them to apply for other
    positions within the District. If they didn’t secure other roles within a few weeks, the District
    promised to “transfer[]” them to teaching positions. E.g., R. 189-5, Pg. ID 5293.
    Things proceeded as promised.        Cathey and Meriwether accepted roles as district
    principals, and the District transferred Hayes to a district teaching position. In other words, the
    District removed these administrators from their positions and transferred them from “one type of
    work to another.” Lawrence Cnty. Educ. Ass’n v. Lawrence Cnty. Bd. of Educ., 
    244 S.W.3d 302
    ,
    314 (Tenn. 2007). That’s a transfer, not a dismissal. Id.; 
    Tenn. Code Ann. § 49-5-501
    (12). As
    such, Hayes, Cathey, and Meriwether can’t challenge their transfers under the Tenure Act’s
    dismissal provisions.
    Leffler’s situation was different: when the District told Leffler it planned to eliminate her
    position, it didn’t promise to transfer her to another role. But unlike the other administrators,
    Leffler wasn’t tenured or under contract. So naturally, the Tenure Act’s protections don’t apply
    to her. See Gibson v. Butler, 
    484 S.W.2d 356
    , 359 (Tenn. 1972) (holding that the Tenure Act
    “affords protection to those who acquire tenure but none to those . . . who have not”); Cannon
    Cnty. Bd. of Educ. v. Wade, No. M2006-02001-COA-R3-CV, 
    2008 WL 3069466
    , at *10 & n.14
    (Tenn. Ct. App. July 31, 2008) (noting nontenured employees without a contract do not enjoy the
    Tenure Act’s dismissal protections).
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    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    B.
    Hayes, Meriwether, and Cathey also claim the District violated the Tenure Act’s transfer
    protections. But school districts may transfer employees whenever “necessary to the efficient
    operation of the school system.” 
    Tenn. Code Ann. § 49-5-510
    . Under Tennessee law, courts must
    presume that transfers are done in good faith. Geller v. Henry Cnty. Bd. of Educ., 
    602 S.W.3d 876
    ,
    888 (Tenn. 2020) (quotation omitted). Indeed, courts may review only whether the transfers
    “could be” classified as improving the District’s operations. 
    Id.
     (quotation omitted). This is an
    exceedingly narrow scope of review.6 For good reason: the administrators have tenure only in
    their status as educators, not in “any specific position.” 
    Tenn. Code Ann. § 49-5-501
    (11)(C). And
    Tennessee doesn’t want courts micromanaging its schools.
    Here, the District transferred Hayes, Cathey, and Meriwether as part of an office-wide
    reorganization spurred by the District’s proposed budget cut. Thus, the transfers “could be”
    characterized as improving the District’s operations. See Geller, 602 S.W.3d at 888 (quotation
    omitted).
    To be sure, the administrators introduce evidence calling the District’s motives into doubt.
    And if the administrators could show that the District’s sole motivation was retaliatory,
    the administrators might succeed on their Tenure Act claims. Springer v. Williamson Cnty. Bd.
    of Educ., 
    906 S.W.2d 924
    , 926–27 (Tenn. Ct. App. 1995); see also Galyon v. Collins, No.
    03A01-9711-DH-513, 
    1998 WL 331300
    , at *7 (Tenn. Ct. App. June 24, 1998). But at most, the
    administrators show that a jury could conclude retaliatory animus played a role in the transfers. It
    remains undisputed that the District transferred the administrators as part of an office-wide
    6
    Indeed, as far as we can tell, in the forty-five years since Tennessee clarified its standard for challenging transfers,
    no Tennessee appellate court has found a transfer to be improperly motivated. See McKenna v. Sumner Cnty. Bd. of
    Educ., 
    574 S.W.2d 527
    , 529, 534 (Tenn. 1978) (clarifying the standard).
    - 15 -
    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    reorganization and in response to a request to cut $100 million from the budget. Thus, while
    there’s room for a jury to doubt the District’s budget concerns, there’s no question budget concerns
    “could” have motivated the transfers. That’s enough to defeat the administrators’ claims. See
    Geller, 602 S.W.2d at 888; Springer, 
    906 S.W.2d at
    926–27.
    C.
    Hayes, Cathey, and Meriwether also claim their transfers violated school board policy. See
    
    Tenn. Code Ann. § 49-5-510
    ; Geller, 602 S.W.3d at 892–93. But they didn’t raise this claim
    before the district court, so they can’t pursue it on appeal. See Bridgepoint Music, Inc. v. WB
    Music Corp., 
    508 F.3d 394
    , 400 (6th Cir. 2007).
    D.
    Bailey claims the District violated the Tenure Act by dismissing him for an improper
    reason: to retaliate against his testimony in Coach Battle’s appeal hearing. See 
    Tenn. Code Ann. § 49-5-511
    . He also challenges his dismissal under the Tennessee Public Protection Act, which
    prohibits the District from dismissing employees for speaking out against illegal activities. 
    Id.
    § 50-1-304(b). The District responds to both claims by arguing it didn’t “dismiss” Bailey.
    The District told Bailey his last day as a principal would be June 30. It gave Bailey until
    June 15 to find another position on his own. If he didn’t, the District would transfer him to a
    classroom teaching position.
    Neither option panned out. Although Bailey applied to be the District’s Dean of Students
    and received an offer, he rejected it because it paid half his prior salary. And though Bailey hadn’t
    accepted another position by June 15, the District never transferred him to a new role. Nor did
    Bailey think the District could fulfill its promise to transfer him into a classroom teaching position:
    he wasn’t licensed to teach. As a result, on June 30, Bailey’s employment with the District lapsed.
    - 16 -
    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    The District concedes that it removed Bailey from his principal position, that it didn’t
    transfer Bailey to a new role, and that it no longer employs Bailey. Usually, that’s a “dismissal.”
    See 
    Tenn. Code Ann. § 49-5-501
    (11)(B)(i); see also Harman v. Univ. of Tenn., 
    353 S.W.3d 737
    ,
    738–39 (Tenn. 2011) (defining discharge).
    But the District maintains it didn’t dismiss Bailey. Instead, the District says, Bailey
    resigned. For support, the District points to the last sentence in a letter Bailey sent to the District
    on June 15. In the letter, Bailey detailed his situation and claimed the District was retaliating
    against him. Bailey concluded the letter by stating, “[a]s a result of [the District’s] actions, my
    last day with the district will be June 30.” R. 149-4, Pg. ID 2645.
    To succeed on this argument, the District must do more than show a reasonable employer
    could conclude that Bailey resigned.        See Thompson v. Memphis City Sch. Bd. of Educ.,
    
    395 S.W.3d 616
    , 625–27 (Tenn. 2012). Instead, Bailey must have actually resigned. See 
    id.
    And whether Bailey resigned is a debated question of fact. Bailey called his letter a “formal
    complaint of retaliation.” R. 149-4, Pg. ID 2644. Nowhere in the complaint does Bailey use the
    word “resign,” and nowhere does he suggest he wanted to quit. Bailey wasn’t licensed to hold the
    only position the District promised to transfer him into. Thus, in context, Bailey’s last sentence
    could convey his belief that the District would terminate him on June 30—not that he’d resign on
    that day.
    In holding otherwise, the district court read Bailey’s letter as claiming the District left him
    no choice but to resign. See Lemon v. Williamson Cnty. Schs., 
    618 S.W.3d 1
    , 7–8 (Tenn. 2021).
    But there are two ways to read Bailey’s letter, and a jury could conclude the letter was a complaint,
    not a resignation. Because we must construe the letter in Bailey’s favor, summary judgment is
    improper. See Fed. R. Civ. P. 56.
    - 17 -
    Nos. 23-5027/5075, Hayes v. Metro. Gov’t of Nashville & Davidson Cnty.
    Finally, nothing turns on the fact that Bailey applied for the Dean of Students position,
    received an offer, and declined to take the job. The Tenure Act doesn’t require employees to
    apply for, or accept, other positions before challenging their dismissals. See 
    Tenn. Code Ann. §§ 49-5-511
     to -513. Moreover, the District promised to transfer Bailey regardless of whether he
    applied for a new role. Because the District failed to follow through on its promise, a jury could
    conclude the District dismissed Bailey. Thus, the district court erred in granting summary
    judgment on Bailey’s Tenure and Public Protection Act claims.
    *       *      *
    We reverse the district court’s grant of summary judgment on Bailey’s First Amendment,
    age discrimination, Tennessee Teacher Tenure Act, and Tennessee Public Protection Act claims;
    Hayes’s First Amendment and Title VI claims based on the elimination of her position; and
    Leffler’s Title VII retaliation claim. We affirm summary judgment on the remaining claims. And
    we remand to the district court for further proceedings consistent with this opinion.
    - 18 -
    

Document Info

Docket Number: 23-5075

Filed Date: 12/13/2023

Precedential Status: Non-Precedential

Modified Date: 12/13/2023