Texas Tech University System and Texas Tech University System Board of Regents v. Pureza "Didit" Martinez ( 2024 )


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  •          Supreme Court of Texas
    ══════════
    No. 22-0843
    ══════════
    Texas Tech University System and
    Texas Tech University System Board of Regents,
    Petitioners,
    v.
    Pureza “Didit” Martinez,
    Respondent
    ═══════════════════════════════════════
    On Petition for Review from the
    Court of Appeals for the Seventh District of Texas
    ═══════════════════════════════════════
    Argued November 30, 2023
    JUSTICE HUDDLE delivered the opinion of the Court, in which
    Chief Justice Hecht, Justice Lehrmann, Justice Devine, Justice
    Blacklock, and Justice Bland joined.
    JUSTICE YOUNG filed a dissenting opinion, in which Justice Boyd
    and Justice Busby joined.
    After over eleven years of service, Pureza “Didit” Martinez was
    fired by the president of the Texas Tech University Health Sciences
    Center. Martinez, who was seventy-two years old at the time, sued the
    Health Sciences Center, alleging age discrimination. The question in
    this case is whether Martinez’s pleadings allege facts that could support
    an age-discrimination claim against two other defendants: the Texas
    Tech University System and the TTU System’s Board of Regents. They
    jointly filed a plea to the jurisdiction, arguing that they retained
    sovereign immunity because Martinez failed to plead allegations that
    could make them liable to her for age discrimination under the Labor
    Code. In essence, they denied being Martinez’s employer. The trial
    court denied the plea, and the court of appeals affirmed.
    We conclude that Martinez’s petition does not allege facts
    demonstrating that the TTU System or the Board employed Martinez
    directly or that either one controlled access to and interfered with her
    employment.     Martinez’s petition thus fails to allege facts that
    affirmatively demonstrate that she has a valid age-discrimination claim
    against the TTU System or the Board, as opposed to the Health Sciences
    Center. For this reason, Martinez failed to allege a waiver of sovereign
    immunity, and the plea to the jurisdiction of the TTU System and the
    Board should have been granted. Nevertheless, because the petition
    does not foreclose a valid claim against those defendants, we remand to
    the trial court to give Martinez an opportunity to replead.
    I.   Background
    Martinez started working as senior assistant to the president at
    the Health Sciences Center in January 2008. She was promoted the
    next year to be the president’s chief of staff. She retained that position
    when the Health Sciences Center hired a new president, Dr. Tedd
    Mitchell, in 2010.
    2
    Martinez was let go nine years later, at age seventy-two. About
    one month earlier, Dr. Mitchell emailed Martinez and fifteen other
    senior employees at the Health Sciences Center regarding the need to
    address succession planning as part of the university’s overall strategic
    planning process. The email opens by mentioning Dr. Mitchell’s recent
    discussion regarding succession planning with the Board. It goes on to
    describe the results of an internal analysis of employees in leadership
    positions, and it concludes with a request that each recipient of the email
    develop for Dr. Mitchell’s review a succession plan for his or her
    individual role. We reproduce the email in its entirety because it is the
    centerpiece of Martinez’s claims:
    Good morning everyone – Given the current whirlwind
    surrounding the timeline of the Legislative Session, I’ve
    not spent a lot of time on strategic planning for either [the
    Health Sciences Center] or the [TTU] System. However,
    with the session coming to a close by the end of this month,
    it will be time to shift gears and plan for the future.
    One of the areas that I have discussed with members of the
    [Board] is related to succession planning at both the
    [TTU System] as well as [the Health Sciences Center]. It
    is something they are quite interested in and is timely
    because of the current economy. Low unemployment
    means that recruiting becomes harder, which means we
    must all be quite intentional in our planning.
    I asked Steve Sosland to do an analysis of our current
    leadership, and the results illustrate why this is necessary.
    For members of our [President’s Executive Council], the
    average age is 60, 62% are eligible for retirement, and of
    those not yet eligible for retirement, 50% will be in the next
    2-5 years. This is not meant to insult anyone’s age or
    length of employment, but rather to point out that our most
    important governing group is vulnerable to a precipitous
    change at any given time.
    3
    Accordingly, I am going to ask everyone to develop a
    written document for their own succession planning, which
    I would like to review as part of [the Health Sciences
    Center]’s strategic planning process.
    Thanks to everyone for helping to square this away.
    Tedd
    About one month after Martinez received this email, the Health
    Sciences Center’s budget office informed her that Dr. Mitchell had
    approved salary increases for her and several other members of the
    President’s Executive Council (the same group that received the email).
    The next morning, however, Martinez alleges she was approached by
    Dr. Mitchell and told without explanation that she could no longer serve
    as his chief of staff. Several hours later, Dr. Mitchell emailed Martinez
    and stated that he had lost confidence in her ability to maintain
    confidentiality, making their “ongoing work together impossible.” He
    cited an incident the night before in which a senior vice president told
    Dr. Mitchell that his faculty and staff had learned “from the president’s
    office” that he was going to be fired. Martinez “vehemently den[ied]” the
    accusation that she had leaked this information.
    Following her termination, Martinez filed a complaint with the
    Texas Workforce Commission, and she later sued the Health Sciences
    Center, Texas Tech University, the TTU System, and the TTU System’s
    Board of Regents under Section 21.051 of the Labor Code. Her petition
    alleges that she was unlawfully terminated due to her age1 and seeks
    damages, including front and back pay, lost wages and employee
    1   We express no opinion on the ultimate merits of Martinez’s
    age-discrimination claim.
    4
    benefits, loss of earning capacity, damage to her reputation, punitive
    damages, and attorney’s fees.
    The University, the TTU System, and the Board (but not the
    Health Sciences Center) filed a plea to the jurisdiction.2 They argued
    that immunity had not been waived as to them because Martinez did
    not exhaust her administrative remedies as to any defendant other than
    the Health Sciences Center. Martinez responded and argued that she
    properly     exhausted   her    administrative     remedies    because     her
    administrative charge was sufficiently broad to encompass all four
    defendants.
    The day before the hearing on the plea to the jurisdiction, the
    defendants alleged, as an affirmative defense, that the University, the
    TTU System, and the Board (but not the Health Sciences Center)
    retained immunity because “they were not [Martinez]’s employer.”
    Then, on the morning of the hearing, the defendants filed a reply brief
    arguing that, in addition to Martinez’s failure to exhaust her
    administrative remedies, her claims against the University, the
    TTU System, and the Board should be dismissed because “they are not
    properly brought against [Martinez]’s employer under Texas Labor Code
    § 21.051.”
    At the hearing, the defendants conceded that jurisdiction was
    proper for Martinez’s “actual employer,” the Health Sciences Center.
    But they asserted that Martinez failed to allege that any of the other
    2 The defendants originally did not answer, and Martinez obtained a
    partial default judgment against all defendants on liability. The trial court
    later set aside the default judgment, and that order has not been challenged in
    this appeal.
    5
    defendants was her employer, so immunity was not waived as to those
    defendants. In response, Martinez’s counsel agreed that “[h]er employer
    was the Texas Tech University Health Science[s] Center.” But citing
    this Court’s opinion in NME Hospitals, Inc. v. Rennels, 
    994 S.W.2d 142
    (Tex. 1999), Martinez argued that she could sue entities other than her
    employer for unlawful employment practices if those entities “controlled
    access” to her employment opportunities and “denied or interfered with
    that access based on unlawful criteria,” such as age discrimination. 
    Id. at 147
    . Relying primarily on Dr. Mitchell’s succession-planning email,
    Martinez argued that she was terminated because the Board, as the
    governing body of the TTU System, decided to decrease the age of the
    President’s Executive Council and asked Dr. Mitchell “to rectify the
    situation.”
    The trial court denied the plea to the jurisdiction, and the
    University, the TTU System, and the Board appealed. They argued that
    Martinez failed to plead sufficient allegations to demonstrate that these
    defendants either were her employer or satisfied the Rennels test.3 The
    court concluded that Martinez’s petition alleged sufficient facts to
    establish jurisdiction over the TTU System and the Board, but not the
    University.    
    683 S.W.3d 111
    , 116 (Tex. App.—Amarillo 2022).               It
    therefore reversed the order as to the University, albeit with an
    3 The defendants also argued that Martinez failed to exhaust her
    administrative remedies. 
    683 S.W.3d 111
    , 116–17 (Tex. App.—Amarillo 2022).
    The court of appeals rejected this argument, 
    id.
     at 117–18, and the defendants
    have not raised it in this Court.
    6
    opportunity for Martinez to replead.4 Id. at 118. The court affirmed the
    remainder of the trial court’s order. Id. The TTU System and the Board
    petitioned this Court for review, which we granted.
    II. Applicable Law
    Although     Chapter    21   of   the   Labor   Code   clearly   and
    unambiguously waives immunity for certain unlawful employment
    practices, “it is a limited waiver of immunity.” Prairie View A&M Univ.
    v. Chatha, 
    381 S.W.3d 500
    , 513 (Tex. 2012).            Chapter 21 “waives
    immunity from suit only for statutory violations, which means the trial
    court lacks subject-matter jurisdiction over the dispute absent some
    evidence the [defendant] violated” Chapter 21. Alamo Heights Indep.
    Sch. Dist. v. Clark, 
    544 S.W.3d 755
    , 763 (Tex. 2018).
    When, as in this case, a jurisdictional plea challenges the
    plaintiff’s pleadings, the Court determines whether the plaintiff has
    alleged facts that affirmatively demonstrate a court’s jurisdiction to
    hear the cause. Tex. Dep’t of Parks & Wildlife v. Miranda, 
    133 S.W.3d 217
    , 226 (Tex. 2004). “[O]ur notice-pleading rules . . . require pleadings
    to not only give notice of the claim and the relief sought but also of the
    essential factual allegations.” In re First Rsrv. Mgmt., L.P., 
    671 S.W.3d 653
    , 661–62 (Tex. 2023) (citations and internal quotation marks
    omitted). We construe the pleadings liberally in favor of the plaintiff
    and look to the pleader’s intent. Miranda, 133 S.W.3d at 226. But courts
    “cannot use a liberal construction of the petition as a license to read into
    the petition a claim that it does not contain.” Flowers v. Flowers, 407
    4 Neither party has challenged the court of appeals’ ruling as to the
    University in this Court.
    
    7 S.W.3d 452
    , 458 (Tex. App.—Houston [14th Dist.] 2013, no pet.). If the
    pleadings lack sufficient facts to affirmatively demonstrate the trial
    court’s jurisdiction but do not affirmatively demonstrate incurable
    defects in jurisdiction, the plaintiff should be afforded the opportunity
    to amend. Miranda, 133 S.W.3d at 226–27.5
    Labor Code Section 21.051 provides that “[a]n employer commits
    an unlawful employment practice if because of . . . age the employer . . .
    discharges an individual, or discriminates in any other manner against
    an individual in connection with . . . the terms, conditions, or privileges
    of employment.” TEX. LAB. CODE § 21.051(1). The statutory prohibition
    against age discrimination applies to an individual who is “40 years of
    age or older.” Id. § 21.101.
    The key question in this case is whether Martinez alleges
    sufficient facts to demonstrate that the TTU System and the Board can
    be liable to Martinez as an “employer” under Chapter 21. The statute
    defines “employer” to include a “state agency, or state instrumentality,
    regardless of the number of individuals employed.” Id. § 21.002(8)(D).
    This Court held in Rennels that a plaintiff “need not show that she
    worked directly for the [defendant] to maintain standing under
    5 We have previously analogized pleadings-based jurisdictional pleas to
    special exceptions. See State v. Lueck, 
    290 S.W.3d 876
    , 884 (Tex. 2009) (“While
    [filing special exceptions is] available, and certainly not objectionable, we have
    never held that the State is precluded from challenging pleadings in a plea to
    the jurisdiction when it could have done so via special exceptions . . . .”); Tex.
    A&M Univ. Sys. v. Koseoglu, 
    233 S.W.3d 835
    , 840 (Tex. 2007) (noting that the
    outcome of granting a pleadings-based plea to the jurisdiction is similar to the
    outcome of granting special exceptions).
    8
    section 21.055.”6 994 S.W.2d at 144. Borrowing the Title VII standard
    articulated in Sibley Memorial Hospital v. Wilson, 
    488 F.2d 1338
     (D.C.
    Cir. 1973), the Rennels Court concluded that a plaintiff may maintain a
    Chapter 21 claim against a defendant in the absence of a direct
    employment relationship if:
    (1) “the defendant is an employer within the statutory definition
    of the Act”;
    (2) “some sort of employment relationship exists between the
    plaintiff and a third party”; and
    (3) “the defendant controlled access to the plaintiff’s employment
    opportunities and denied or interfered with that access based
    on unlawful criteria.”
    994 S.W.2d at 147 (citations omitted).
    In applying Rennels, our courts of appeals have consistently
    required evidence that the defendant exercised control over some
    specific aspect of the employment process and took some unlawful action
    consistent with that control. For example, in University of Texas at El
    Paso v. Ochoa, the court held that a custodian employed by a staffing
    agency and assigned to work at UTEP raised a fact issue whether she
    could sue UTEP because there was evidence that UTEP had offered her
    a permanent position but UTEP’s head of custodial services directed the
    agency to end her assignment there. 
    410 S.W.3d 327
    , 334–35 (Tex.
    App.—El Paso 2013, pet. denied); see also Univ. of Tex.–Pan Am. v.
    Miller, No. 03-10-00710-CV, 
    2013 WL 4818355
    , at *5 (Tex. App.—Austin
    6 Although Rennels involved a claim under Section 21.055 (which
    governs retaliation), both statutes refer to unlawful conduct by “[a]n
    employer,” and the parties agree that Rennels applies to Martinez’s claims
    under Section 21.051.
    9
    Aug. 28, 2013, no pet.) (holding that a UTPA police officer could sue the
    UT System because his employment required a commission through the
    UT System’s police department and that department’s director
    terminated his commission and recommended that UTPA fire him). In
    Rennels itself, we held that a pathologist could sue a hospital that was
    not her direct employer because the hospital had contractual authority
    to influence her employer’s promotion decisions and she presented
    evidence that the hospital’s CEO directly encouraged her employer not
    to promote her. 994 S.W.2d at 147–48. Conversely, in Johnson v. Scott
    Fetzer Co., the court of appeals held that a fired vacuum-cleaner
    salesman could not sue the vacuum manufacturer because it only
    controlled how its vacuums were sold and had no right to hire or fire
    salespersons or set work hours, salary, commissions, or bonuses. 
    124 S.W.3d 257
    , 264 (Tex. App.—Fort Worth 2003, pet. denied); see also
    Holloway v. Dall. Cnty. Hosp. Dist., No. 05-20-01114-CV, 
    2022 WL 17883799
    , at *17 (Tex. App.—Dallas Dec. 23, 2022, no pet.) (holding a
    hospital contractor’s employee could not sue the hospital because the
    hospital’s complaints about performance deficiencies did not equate to
    interference with his employment and the hospital’s right to control who
    worked on its account did not indicate operational control over the
    contractor).
    Here, of course, we are not asked to decide whether there is
    evidence to support Martinez’s claims.       The plea to the jurisdiction
    challenges only Martinez’s pleadings. We therefore must determine
    whether    the   petition   alleges   sufficient   facts   to   affirmatively
    10
    demonstrate that Martinez has a Section 21.051 claim against the
    TTU System and the Board. See Miranda, 133 S.W.3d at 226.
    III. Analysis
    The TTU System and the Board both argue that Martinez’s
    petition is insufficient to support a Section 21.051 claim against them.
    They assert the petition alleges no facts to support the third element of
    the Rennels test—that either the TTU System or the Board “controlled
    access to [Martinez]’s employment opportunities and denied or
    interfered with that access.” 994 S.W.2d at 147. We agree.
    In concluding that both the TTU System and the Board
    “controlled access” to Martinez’s employment opportunities, the court of
    appeals relied on unpleaded provisions in the Education Code that
    generally describe the TTU System and the Health Sciences Center’s
    system of governance.        See TEX. EDUC. CODE §§ 109.001–.255,
    110.01–.16. Section 109.001 states that the TTU System is “composed
    of all those institutions and entities presently under the governance,
    control, jurisdiction, and management of the [Board]” and that “[t]he
    governance, control, jurisdiction, organization, and management of the
    [TTU System] is hereby vested in the present [Board].” Id. § 109.001(a),
    (c). And Section 110.01 states that the Health Sciences Center is “a
    separate institution . . . under the direction, management, and control
    of the [Board].” Id. § 110.01; see also id. § 110.02 (“The [Board] has the
    same powers of governance, control, jurisdiction, and management over
    the Health Sciences Center as it exercises over the [TTU System] and
    its components.”).   Based on these provisions, the court of appeals
    concluded that the TTU System, through the Board, “is in a legal
    11
    position to regulate employment decisions of the [Health Sciences]
    Center.” 683 S.W.3d at 116.
    Even assuming that the Board (or the TTU System, acting
    through the Board) is “in a legal position” to control employment
    decisions at the Health Sciences Center,7 Rennels requires more. To
    affirmatively demonstrate a Chapter 21 claim under Rennels, a plaintiff
    must allege sufficient facts that the defendant actually controlled access
    to the plaintiff’s employment opportunities and that it denied or
    interfered with that access. As both Rennels itself and the cases that
    apply it have demonstrated, a defendant that is not the plaintiff’s direct
    employer can be liable only if it had operational control over employment
    decisions and took direct action against the plaintiff consistent with that
    control. See Rennels, 994 S.W.2d at 147 (imposing Chapter 21 liability
    based on evidence that the defendant was permitted by contract to
    influence the plaintiff’s employment status and did in fact do so);
    Holloway, 
    2022 WL 17883799
    , at *17 (rejecting a Chapter 21 claim
    because the defendant’s contractual right of control over the plaintiff’s
    employer did not include operational control over employees); Johnson,
    
    124 S.W.3d at 264
     (rejecting a Chapter 21 claim when the defendant’s
    control did not include employment decisions).
    7 The TTU System and the Board argue that they cannot as a matter of
    law exercise control over Martinez’s employment opportunities because the
    Board has enacted “Regents’ Rules” that give each institution’s president sole
    responsibility for making high-level appointments at that institution. Even if
    we were to read these “Regents’ Rules” as a limit on the Board’s statutory
    authority, the mere existence of these rules does not conclusively preclude a
    plaintiff from alleging that the Board, as a matter of fact, exercised actual
    control over and interfered with his or her access to an employment
    opportunity.
    12
    The Board’s general right to “direct[], manage[], and control” the
    Health Sciences Center does not equate to actual control over Martinez’s
    employment opportunities. This principle is similar to our longstanding
    rule, derived from the Restatement, that forbids imposing liability based
    solely on a general right of control over the work of an independent
    contractor. See Koch Refin. Co. v. Chapa, 
    11 S.W.3d 153
    , 155 (Tex. 1999)
    (citing RESTATEMENT (SECOND) OF TORTS § 414 cmt. c (AM. L. INST.
    1965)); Redinger v. Living, Inc., 
    689 S.W.2d 415
    , 418 (Tex. 1985) (holding
    that a general right to order work started and stopped or to inspect
    progress and receive reports is insufficient to establish a general
    contractor’s liability for an independent contractor’s work). We have
    held in such cases that a defendant is not liable unless it “controls the
    details or methods of the independent contractor’s work to such an
    extent that the contractor cannot perform the work as it chooses.” Fifth
    Club, Inc. v. Ramirez, 
    196 S.W.3d 788
    , 792 (Tex. 2006) (citing Koch
    Refin., 11 S.W.3d at 155–56). In the same way, the Board’s general right
    to oversee the Health Sciences Center is insufficient to demonstrate
    control over the details or methods of the Health Sciences Center’s
    employment decisions. Accordingly, the provisions of the Education
    Code on which the court of appeals relied do not satisfy the Rennels
    standard, i.e., that the TTU System or the Board “controlled access to
    [Martinez]’s employment opportunities.” 994 S.W.2d at 147.
    The court of appeals’ expansive reading of Rennels is problematic
    for two other reasons. First, it would essentially make every parent
    corporation liable under Chapter 21 for the employment actions of a
    subsidiary or affiliated entity governed by the parent. This would be
    13
    contrary to well-settled Texas law. See SSP Partners v. Gladstrong Invs.
    (USA) Corp., 
    275 S.W.3d 444
    , 455 (Tex. 2008) (“We have never held
    corporations liable for each other’s obligations merely because of
    centralized control, mutual purposes, and shared finances.”); Lucas v.
    Tex. Indus., Inc., 
    696 S.W.2d 372
    , 374 (Tex. 1984) (“There must be
    something more than mere unity of financial interest, ownership and
    control for a court to treat the subsidiary as the alter ego of the parent
    and make the parent liable for the subsidiary’s tort.”).
    Likewise, the court of appeals erred to the extent it relied on
    Dr. Mitchell’s dual roles, without more, to conclude that Martinez
    pleaded a basis for the TTU System’s liability. See 683 S.W.3d at 117.
    An allegation that Dr. Mitchell simultaneously served as chancellor of
    the TTU System and president of the Health Sciences Center, without
    more, does not demonstrate that the TTU System controlled access to
    Martinez’s employment opportunities with the Health Sciences Center.
    See First Rsrv., 671 S.W.3d at 660–61 (“[I]t is entirely appropriate for
    directors of a parent corporation to serve as directors of its subsidiary,
    and that fact alone may not serve to expose the parent corporation to
    liability for its subsidiary’s acts.” (alteration in original) (quoting United
    States v. Bestfoods, 
    524 U.S. 51
    , 69 (1998))); see also Turner v. Baylor
    Richardson Med. Ctr., 
    476 F.3d 337
    , 344 (5th Cir. 2007) (concluding that
    evidence of two entities’ common ownership or management, standing
    alone, was insufficient to establish both entities’ employer status under
    Title VII).
    The court of appeals nevertheless concluded that Martinez’s
    allegations were sufficient to survive the plea to the jurisdiction.
    14
    Reading Martinez’s allegations in a favorable light and “in conjunction
    with” the Education Code provisions vesting the Board with a general
    right to manage the Health Sciences Center, the court of appeals
    concluded that Martinez’s petition “reasonably leads one to see the
    following picture painted”: the TTU System, through its Board, “decided
    to rid” the Health Sciences Center of older employees and “directed”
    Dr. Mitchell to implement this policy, which he did. 683 S.W.3d at 116.
    We conclude the facts as alleged in Martinez’s petition, even when
    liberally construed in her favor, see Miranda, 133 S.W.3d at 226, cannot
    be read to paint that picture. No one disputes that Martinez alleged
    sufficient facts to support a Section 21.051 claim against her direct
    employer, the Health Sciences Center, through the alleged acts of its
    president, Dr. Mitchell. But Martinez presents no factual allegations
    that the TTU System or the Board, as opposed to Dr. Mitchell, controlled
    access to Martinez’s employment and denied or interfered with that
    access.   Contrary to the court of appeals’ gloss, Martinez’s petition
    nowhere alleges facts demonstrating that the TTU System or the Board
    “decided to rid” the Health Sciences Center of older employees or
    “directed” Dr. Mitchell to implement such a policy.
    Martinez’s petition includes allegations that the Board “wanted
    to reduce the average age of [the Health Sciences Center’s] senior
    leadership” and that the Board “asked Dr. Mitchell to reduce the age of
    senior leadership at [the Health Sciences Center].” These allegations
    are insufficient to affirmatively demonstrate that the Board controlled
    access to Martinez’s employment and denied or interfered with her
    employment.       Martinez   expressly   rests   these   allegations   on
    15
    Dr. Mitchell’s email, which she attaches and references in the petition.
    See City of Abilene v. Carter, 
    530 S.W.3d 268
    , 276 (Tex. App.—Eastland
    2017, no pet.) (“[A] document attached and referred to in a pleading shall
    be deemed a part of the pleading for all purposes.” (citing TEX. R. CIV.
    P. 59)). Yet that email states only that the Board was interested in
    “succession planning”—a best practice for any institution hoping to
    endure beyond the short-term—because of low employment and
    difficulty in recruiting at that time due to a tight labor market. No
    reasonable reading of the email supports an allegation that the Board
    controlled access to and interfered with Martinez’s employment.8 See
    State v. Lueck, 
    290 S.W.3d 876
    , 885–86 (Tex. 2009) (analyzing the
    plaintiff’s pleadings together with an attached email and concluding
    they affirmatively negated the existence of an alleged violation of the
    Whistleblower Act against TxDOT).9
    8   Indeed, succession planning frequently is accomplished by
    cross-training existing employees to create redundant knowledge within an
    organization. It does not require terminating anyone but only distributing
    knowledge within an institution to guard against the disruption that results
    from the departure of an employee who was the single repository of key
    information.      See generally CHRISTEE GABOUR ATWOOD, SUCCESSION
    PLANNING BASICS 13 (2d ed. 2020) (ebook) (“The purpose of succession
    planning is to prepare your organization for the challenges and opportunities
    associated with changes in critical key positions. You’ll accomplish this by
    developing employees to ensure that you have qualified candidates ready to fill
    those key positions when a vacancy occurs.”); WILLIAM J. ROTHWELL,
    EFFECTIVE SUCCESSION PLANNING 6 (4th ed. 2010) (“[Succession planning] is
    thus a deliberate and systematic effort by an organization to ensure leadership
    continuity in key positions, retain and develop intellectual and knowledge
    capital for the future, and encourage individual advancement.”).
    9The dissent points to a letter from the U.S. Equal Employment
    Opportunity Commission, also attached to Martinez’s petition, that
    16
    Martinez also alleges that Dr. Mitchell terminated her “to
    appease the Board of Regents” by lowering the average age of his senior
    advisors.    At most, this allegation may demonstrate Dr. Mitchell’s
    motivation. But it is insufficient to support a claim that the TTU System
    or the Board—neither of which is alleged to be Martinez’s direct
    employer—exercised control over Dr. Mitchell’s decision to terminate
    Martinez herself, much less that it directed him to do so.
    In sum, Martinez’s petition fails to allege that the TTU System or
    the Board “controlled access” to Martinez’s employment opportunities
    and “interfered with that access.” The petition therefore does not allege
    facts that affirmatively demonstrate a Section 21.051 claim against the
    TTU System or the Board under Rennels.10 Given this, and the absence
    purportedly “corroborates” Martinez’s allegations. Post at 10 (Young, J.,
    dissenting). In that letter, the EEOC finds “there is reasonable cause to believe
    that Respondent”—expressly defined in the letter to be the Health Sciences
    Center—“discharged [Martinez] because of her age.” (Emphasis added.) But
    whether the letter corroborates Martinez’s claim against the Health Sciences
    Center is irrelevant because, as we noted, the Health Sciences Center does not
    contest jurisdiction. The more important point to be gleaned from the EEOC
    letter is that it makes no findings about the TTU System or the Board, the only
    two entities over which the trial court’s jurisdiction remains in question.
    10 Our dissenting colleagues assert that our decision is inconsistent with
    the standard that we construe the pleadings liberally. Miranda, 133 S.W.3d
    at 226; see post at 7 (Young, J., dissenting). But like the court of appeals, their
    approach departs from our precedents by prioritizing the pleader’s intent over
    the pleadings themselves. Rather than look to Martinez’s allegations and
    construe them in light of her intent, the dissent appears to suggest we should
    focus on her intent and then determine whether her petition “permit[s] the
    inference” that she has alleged a claim under Rennels against the TTU System
    and the Board. Post at 11 (Young, J., dissenting). We rejected a similar
    argument in County of Cameron v. Brown, 
    80 S.W.3d 549
     (Tex. 2002). There,
    we held that the plaintiffs’ allegation that failed lighting on a causeway
    17
    of any other alleged basis for imposing liability against the TTU System
    or the Board—as opposed to the Health Sciences Center, which concedes
    it employed Martinez and does not contest jurisdiction—the trial court
    should have granted the plea to the jurisdiction with respect to the
    TTU System and the Board.
    The TTU System and the Board seek rendition of judgment and
    dismissal of Martinez’s claim against them. But as the defendants
    conceded in their briefing in the court of appeals, their jurisdictional
    plea challenged only Martinez’s pleadings.
    Ordinarily, when a jurisdictional plea challenges only the
    pleadings, the remedy is to remand for an opportunity to replead.
    Miranda, 133 S.W.3d at 226–27.              That remedy is particularly
    appropriate here. The TTU System and the Board did not expressly
    assert that they might not qualify as an “employer” under Chapter 21
    until they filed their answer the day before their jurisdictional plea was
    heard. Until then, Martinez might have been unaware of the need to
    plead factual allegations to establish the elements for imposing liability
    under Rennels.
    Martinez may well be able to cure this pleading deficiency on
    remand. As our dissenting colleagues correctly suggest, repleading to
    satisfy Rennels may not be a heavy lift given the facts Martinez has
    constituted a premises defect was insufficient, and a plea to the jurisdiction
    should have been granted, because the plaintiffs failed to allege that they did
    not actually know of the condition, a “necessary premises-defect element.” Id.
    at 558. “Moreover, we disagree with the court of appeals’ conclusion that we
    can infer this element from the pleadings.” Id. Like here, the Court remanded
    to allow the plaintiffs an opportunity to replead. Id. at 558–59.
    18
    already alleged.     But Rennels requires that Martinez allege facts
    regarding both the exercise of control and interference with Martinez’s
    employment by each of the TTU System and the Board. We decline our
    dissenting colleagues’ invitation to dilute those requirements, even if
    Martinez’s live pleading falls just short of the mark.11
    IV. Conclusion
    Martinez failed to allege facts that affirmatively demonstrate the
    court’s jurisdiction over her claims against the TTU System or the Board
    because, as currently pleaded, her petition does not contain sufficient
    facts to demonstrate that either the TTU System or the Board could be
    liable to her under Section 21.051. The trial court therefore should have
    granted the TTU System and the Board’s plea to the jurisdiction. But
    because Martinez’s petition does not affirmatively demonstrate that she
    cannot cure the jurisdictional defect, she should be afforded an
    opportunity to replead.      We therefore reverse the court of appeals’
    judgment in part and remand to the trial court for further proceedings.
    Rebeca A. Huddle
    Justice
    OPINION DELIVERED: June 14, 2024
    11 Martinez also asserts that discovery may reveal documents
    demonstrating that the TTU System in fact was her direct employer at one
    time. That theory, if pleaded, may well be sufficient to defeat a jurisdictional
    plea by the TTU System. But it is nowhere pleaded in Martinez’s live petition
    and therefore cannot serve as a basis for denying the plea at this stage.
    19
    

Document Info

Docket Number: 22-0843

Filed Date: 6/14/2024

Precedential Status: Precedential

Modified Date: 6/17/2024