Darla Lackey v. Lone Star College System ( 2016 )

In The
Court of Appeals
Ninth District of Texas at Beaumont
________________
NO. 09-15-00399-CV
________________
DARLA LACKEY, Appellant
V.
LONE STAR COLLEGE SYSTEM, Appellee
__________________________________________________________________
On Appeal from the 284th District Court
Montgomery County, Texas
Trial Cause No. 14-06-06271-CV
__________________________________________________________________
MEMORANDUM OPINION
This is a case involving alleged employment discrimination pursuant to the
Texas Commission on Human Rights Act (“TCHRA”). In three appellate issues,
Darla Lackey challenges the trial court’s order dismissing her claims against Lone
Star College System (“LSCS”) for lack of jurisdiction. We affirm the trial court’s
order.
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BACKGROUND
Lackey sued LSCS for alleged employment discrimination under the
TCHRA. 1 Lackey alleged that she is a forty-three-year-old Caucasian non-
Hispanic female who began working for LSCS in September of 2012. According to
Lackey, LSCS recruited her away from her previous job to serve as its “Human
Resource Manager – benefits.” Lackey pleaded that a shooting occurred at LSCS’s
North Harris location on January 22, 2013, and after the shooting, LSCS opened its
employee assistance program (EAP) to all employees, although the EAP had
previously only been available for full-time employees. On April 9, 2013, a
stabbing occurred at LSCS’s Cy-Fair location, and LSCS again opened its EAP to
all employees. The human resources manager at Cy-Fair contacted Lackey and
stated that an adjunct instructor was possibly suffering from post-traumatic stress
disorder. The manager asked Lackey if the instructor could use the services of the
EAP.
Lackey pleaded that although she had been “directed to open EAP to all
employees after the stabbing[,]” she contacted her EAP representative, and “[t]he
EAP representative instructed Plaintiff to tell the employee to call into the main
1
In her fourth amended petition, Lackey explicitly denied that she was
asserting federal claims and stated that she was “in no way seeking damages or
remedies that may stem from a federal cause of action.”
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services number and when asked if she was benefits eligible to say that she was.”
According to Lackey’s petition, Lackey “understood from her campus leadership
that all employees on campus were able to access benefits related to the stabbing[,]
and upper leadership had announced on the news that [LSCS] would take care of
all students and employees during this time.” In addition, Lackey pleaded that
LSCS’s Chief Human Resource Officer, who was her supervisor, stated in an email
to the Cy-Fair location that “all employees could receive EAP services (related to
the stabbing incident) and added a hard finish date.” According to Lackey, she
never instructed an employee to lie, but instead was following LSCS’s directions
as to the one employee with possible PTSD who sought assistance from the EAP.
LSCS fired Lackey on May 6, 2013.
Lackey further pleaded that her supervisor, Lisa Cowart, “allowed a
Hispanic non-Caucasian employee to violate benefits policy by jeopardizing the
retirements of three different individuals[,] causing a delay in their retirement
benefits[,]” but did not terminate that employee. In addition, Lackey pleaded that
the Hispanic employee intentionally “made a change in her own benefits when it
was disallowed.” According to Lackey, despite the fact that Lackey “is in a
protected class and was qualified to do the job [LSCS] hired her for[,]” LSCS
terminated Lackey and “treated a similarly situated, non-Caucasian Hispanic
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employee more favorably than [Lackey], and replaced [Lackey] with a non-
Caucasian Hispanic employee.” Lackey asserted causes of action for disparate
treatment and replacement.
LSCS filed a plea to the jurisdiction, asserting that its governmental
immunity is only waived for suits in which the plaintiff pleads a case that
establishes the prima facie elements of the claim. LSCS argued, among other
things, that it was immune from Lackey’s claims because she could not establish
the prima facie element that she was qualified for her position. LSCS attached
numerous exhibits to its plea, which included documents related to Lackey’s
qualifications and job performance and excerpts from Lackey’s deposition. After
conducting an oral hearing, the trial judge signed an order granting LSCS’s plea to
the jurisdiction and dismissing with prejudice Lackey’s claims for disparate
treatment and replacement.
ANALYSIS
In her three appellate issues, Lackey contends (1) the trial court improperly
considered the McDonnell Douglas “nearly identical standard” at the prima facie
stage of the litigation rather than the pretext stage;2 (2) Lackey properly pleaded
2
McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973).
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that she was replaced by someone outside her class; and (3) Lackey was similarly
situated to her comparator. We analyze Lackey’s issues together.
We review the trial court’s ruling on a plea to the jurisdiction de novo. Tex.
Dep’t of Parks & Wildlife v. Miranda, 133 S.W.3d 217, 226 (Tex. 2004). If the
plaintiff has pleaded facts alleging a prima facie case and the governmental unit
challenges the existence of jurisdictional facts, we will consider relevant evidence
submitted. Id. at 227. When the pleading requirements have been met and evidence
that implicates the merits of the case has been submitted in support of the plea to
the jurisdiction, we take as true all evidence favorable to the plaintiff and resolve
any doubts in the plaintiff’s favor. Id. at 228. The plaintiff bears the burden to
affirmatively demonstrate the trial court’s subject matter jurisdiction. Rosenberg v.
KIPP, Inc., 458 S.W.3d 171, 174 (Tex. App.—Houston [14th Dist.] 2015, pet.
denied).
The TCHRA provides a limited waiver of governmental immunity when a
governmental unit has discriminated against an employee on the basis of age, sex,
or other protected classification. See Tex. Lab. Code Ann. §§ 21.051, 21.055 (West
2015); Mission Consol. Indep. Sch. Dist. v. Garcia, 372 S.W.3d 629, 636 (Tex.
2012). The waiver of governmental immunity contained in the TCHRA only
applies if the plaintiff alleges a violation within the scope of the statute. Garcia,
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372 S.W.3d at 636. “Because the TCHRA is intended to execute the policies of
Title VII of the Civil Rights Act of 1964 and its subsequent amendments,
analogous federal statutes and cases guide state courts in interpreting the TCHRA.”
Kokes v. Angelina College, 148 S.W.3d 384, 391 (Tex. App.—Beaumont 2004, no
pet.) (citing Quantum Chem. Corp. v. Toennies, 47 S.W.3d 473, 476 (Tex. 2001));
see also Wal-Mart Stores, Inc. v. Canchola, 121 S.W.3d 735, 739 (Tex. 2003).
To prove a prima facie case of disparate treatment race discrimination, a
plaintiff must show that she was “(1) a member of a protected class; (2) qualified
for [her] position; (3) subject to an adverse employment action; and (4) treated less
favorably because of [her] membership in that protected class than were other
similarly situated employees who were not members of the protected class.” Harris
Cty. Hosp. Dist. v. Parker, 484 S.W.3d 182, 196 (Tex. App.—Houston [14th Dist.]
2015, no pet.) (citing Okoye v. Univ. of Tex. Houston Health Sci. Ctr., 245 F.3d
507, 512-13 (5th Cir. 2001)). To establish a prima facie case of replacement race
discrimination, the plaintiff must show that she was (1) a member of a protected
class under the TCHRA, (2) qualified for her position, (3) suffered an adverse
employment action, and (4) replaced by someone not in the protected class.
Garcia, 372 S.W.3d at 632; Gonzalez v. Champion Techs., Inc., 384 S.W.3d 462,
466 (Tex. App.—Houston [14th Dist.] 2012, no pet.).
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Simply stated, for Lackey to establish a prima facie case of discrimination as
to both of the causes of action she asserted, she must first establish that she was
qualified for her position. See Garcia, 372 S.W.3d at 638; Parker, 484 S.W.3d at
196; Gonzalez, 384 S.W.3d at 466. “To be ‘qualified’ a plaintiff must have been
‘performing his job at a level that met his employer’s legitimate expectations’ at
the time of his discharge.” McClaren v. Morrison Mgmt. Specialists, Inc., 316 F.
Supp. 2d 489, 497-98 (W.D. Tex. 2004), aff’d, 420 F.3d 457 (5th Cir. 2005). ) As
discussed above, LSCS contended in its plea to the jurisdiction that because
Lackey could not establish that she was qualified for her position, LSCS’s
governmental immunity was not waived.
LSCS attached several exhibits to its plea to the jurisdiction. Those
documents included emails which indicated that Lackey had failed to insure that
LSCS timely made payments to TexFlex and the Employees Retirement System of
Texas (ERS), which caused LSCS to fall approximately four million dollars behind
in its payments; Lackey had failed to respond to emails, phone calls, and letters
from ERS for over three months; she had failed to adequately communicate with
LSCS employees and retirees who were seeking her assistance; and she had failed
to accurately complete a benefits survey. LSCS also attached as an exhibit excerpts
from Lackey’s deposition, including Lackey’s testimony that she understood that
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as benefits manager, she was in charge of handling any benefits issues, including
payments to ERS. In addition, LSCS attached as an exhibit a job description for its
benefits manager in the human resources department. Said job description stated,
among other things, that the benefits manager would “[m]anage[] all LSCS Benefit
Plans[,]” “[r]esolve employee/agency issues ensuring that compliance to [the] plan
is maintained along with being a proactive employee advocate[,]” be “[r]esponsible
for monthly reconciliation of $15[,000,000] annual benefit expenditures[,]” and
“[p]rovide retirement counseling to employees who are retiring.”
We conclude that LSCS’s evidence demonstrated that Lackey was not
performing her job at a level that met LSCS’s legitimate expectations, and Lackey
was therefore not qualified for her job. See Garcia, 372 S.W.3d at 632; Parker,
484 S.W.3d at 196; Gonzalez, 384 S.W.3d at 466; see also McClaren, 316 F. Supp.
2d at 497-98. Because Lackey did not establish that she was qualified, she failed to
demonstrate a prima facie case under the TCHRA; therefore, LSCS’s
governmental immunity is not waived. See Garcia, 372 S.W.3d at 638; Parker,
484 S.W.3d at 196; Gonzalez, 384 S.W.3d at 466; see also McClaren, 316 F. Supp.
at 497-98. Accordingly, we conclude that the trial court did not err by granting
LSCS’s plea to the jurisdiction. Because Lackey’s failure to state a prima facie
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case is dispositive, we need not address issues one, two, and three. We affirm the
trial court’s order granting LSCS’s plea to the jurisdiction.
AFFIRMED.
_____________________________
STEVE McKEITHEN
Chief Justice
Submitted on June 1, 2016
Opinion Delivered October 20, 2016
Before McKeithen, C.J., Kreger and Johnson, JJ.
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