Monty Jones v. Port Arthur Independent School District

In The
Court of Appeals
Ninth District of Texas at Beaumont
_________________
NO. 09-16-00374-CV
_________________
MONTY JONES, Appellant
V.
PORT ARTHUR INDEPENDENT SCHOOL DISTRICT, Appellee
________________________________________________________________________
On Appeal from the 60th District Court
Jefferson County, Texas
Trial Cause No. B-188,922
________________________________________________________________________
MEMORANDUM OPINION
Monty Jones appeals the trial court’s order granting Port Arthur Independent
School District’s (PAISD) plea to the jurisdiction and dismissing his claims.1 In two
1
Jones’s notice of appeal addresses only the trial court’s order granting Port
Arthur Independent School District’s plea to the jurisdiction and motion to dismiss;
his brief, however, raises two issues, the second of which addresses the trial court’s
order granting Brown and Thornton’s plea to the jurisdiction. An appellant is
required to identify the order appealed from in the notice of appeal. Tex. R. App. P.
25.1(d).
1
issues on appeal, Jones argues that: (1) the district court erred in granting PAISD’s
plea to the jurisdiction and motion to dismiss, and (2) the district court erred in
granting Dr. Johnny Brown and Beverly Thornton’s plea to the jurisdiction and
motion to dismiss.2
Background
In his underlying suit, Jones asserted PAISD, Brown, and Thornton violated
his right of free speech under article I, section 8 of the Texas Constitution and his
right to due course of law pursuant to article I, section 19 of the Texas Constitution,
by terminating his employment. In his response to PAISD’s plea to the jurisdiction,
Jones confirmed he only pleaded violations of his constitutional rights for which he
sought declaratory and injunctive relief. In connection with his claims, Jones
outlines many perceived wrongful actions against him, but we confine our review to
the causes of action Jones actually pleaded.
2
Because Jones failed to identify the order granting Brown and Thornton’s
plea to the jurisdiction in his notice of appeal, we do not address that issue in this
opinion. See Tex. R. App. P. 25.1(d). However, due to Jones’s live pleading only
asserting claims against Brown and Thornton in their official capacities, the outcome
of this appeal is unaffected.
2
Jones was employed as a computer technician for PAISD’s Technology
Department from February 9, 2004, to May 29, 2009.3 While employed by PAISD,
Jones was supervised by the Executive Director of Technology, Beverly Thornton.
Thornton reported directly to Superintendent Brown. In his second amended
petition4, Jones claimed that Thornton secured millions of dollars in federal aid by
deceptive means following Hurricanes Rita and Ike. Jones alleged Thornton
“devised a scheme to trick FEMA” to obtain money to replace computers that were
not actually damaged in the hurricanes. Jones claimed that he refused to participate
in the mass destruction of PAISD property, and he made his opposition clear by his
“silent disapproval.” During the first hearing on the plea to the jurisdiction, Dr.
Brown testified he did not know before Jones’s termination that Jones told
coworkers about fraudulently destroyed computers. Dr. Brown further testified he
only learned Jones told coworkers about the computers after Jones filed suit.
As part of his job, Jones was responsible for acquiring sealed and anonymous
bids to replace PAISD computer scanners. Jones claimed Thornton pressured him to
3
Jones alleged in his second amended petition that he was employed by
PAISD until June 2, 2009; however, Dr. Brown’s letter terminating Jones indicates
the termination became effective on May 29, 2009.
4
Jones’s second amended petition was his live pleading at the time the trial
court granted PAISD’s plea to the jurisdiction.
3
provide inside information to one of her friends, a private contractor, to ensure he
received the contract. When Jones refused, Thornton allegedly retaliated.
Jones asserted he was increasingly harassed beginning in July of 2008
following the bidding process. Jones found vulgar notes on his desk, items missing
from his desk, and his locker forced open and belongings ransacked. Jones pleaded
that he reported the harassment to Thornton, but she failed to investigate. On January
6, 2009, Jones found a hangman’s noose fashioned out of a piece of cable in a box
on his desk. Jones contacted Thornton the following morning to speak with her about
it, but she instructed him to come by her office on January 16, 2009, because she
wanted to speak with him as well. During the January 16 meeting, Thornton offered
to relocate Jones to Memorial High School campus and indicated she would like to
pay him an additional stipend, and Jones asked for time to think about the offer.
Jones did not bring up the noose he found on his desk during the meeting for fear of
being overheard by a co-worker, so later the same day, Jones sent Thornton an email
regarding the noose on his desk, the messages, and lock tampering on his locker.
Within an hour, Thornton called Jones about the email he sent, and he informed her
he planned to submit a written report of the harassment. Following submission of
his report, Jones met with Thornton and PAISD’s Director of Personnel, Jimmy
Wyble. Jones subsequently provided Wyble with pictures of the noose, harassing
4
messages, and the tampered locker. Jones advised he viewed the noose as a hate
crime, and he wanted the harassment to cease or he would seek legal advice.
In a meeting on March 2, 2009, Thornton informed Jones that an investigation
revealed no wrongdoing had been committed against him. Jones alleged Thornton
changed the direction of the meeting, reprimanded him, and called him a stalker,
after which he abruptly left the meeting. Later that day, Thornton sent Jones a
document regarding his transfer from district computer technician to campus
technician, along with a directive requiring Jones to “cease from stalking and . . .
taking pictures of staff members without their consent during work hours.” Jones
responded to Thornton’s directives and asked her to remove the reference to
“stalking,” which Thornton declined. In a separate letter dated March 2, 2009, Dr.
Brown placed Jones on administrative leave with pay for ninety days citing his
insubordination, failure to follow procedures, disorderly and disruptive conduct,
taking unsolicited pictures of employees, throwing garbage into the back of a
vendor’s truck, and storming out of a conference. Thornton testified during the first
hearing on the plea to the jurisdiction that she was concerned about Jones’s integrity
and his storage of confidential information on his computer that he should not
possess.
5
On April 9, 2009, Jones filed a grievance complaining about Thornton and the
events that occurred between January 6, 2009, and March 2, 2009. On May 7, 2009,
Thornton and PAISD’s attorney met with Jones again and inquired about
photographs Jones had taken of Dr. Brown’s home while installing the school’s
electronic equipment. On June 2, 2009, Jones received a letter of discharge from
PAISD signed by Dr. Brown. On June 8, 2009, Jones filed a charge of discrimination
against PAISD with the EEOC and the Texas Workforce Commission.
Jones filed four grievances through PAISD’s administrative process appealing
his suspension and termination, which were denied. Jones’s amended level one
complaint form regarding his termination by PAISD alleged his “termination
constitute[d] retaliation for [his] having filed a harassment complaint with [his]
supervisor and filing a grievance, challenging the same.”
The trial court held two evidentiary hearings on the plea to the jurisdiction.
During the first hearing, Thornton testified Jones was terminated because of
insubordination, being disgruntled with other computer technicians, not following
protocol, and breaching confidentiality. Various documents from both Jones and
PAISD pertaining to Jones’s employment, termination, and grievances were also
admitted at the hearings. The trial court ultimately granted PAISD’s plea to the
jurisdiction, and this appeal ensued.
6
Standard of Review
A court may not decide a case unless it has subject-matter jurisdiction. Tex.
Dept. of Parks & Wildlife v. Miranda, 133 S.W.3d 217, 226 (Tex. 2004). A plea to
the jurisdiction challenges the trial court’s power to exercise subject matter
jurisdiction. Id.; City of Waco v. Kirwan, 298 S.W.3d 618, 621 (Tex. 2009). A plea
to the jurisdiction is a dilatory plea typically used to defeat a plaintiff’s cause of
action without regard to whether the claims have any merit. Bland Indep. Sch. Dist.
v. Blue, 34 S.W.3d 547, 554 (Tex. 2000). A plea to the jurisdiction challenges the
sufficiency of the plaintiff’s pleadings to establish waiver of governmental
immunity, and thereby establish jurisdiction. Klumb v. Hous. Mun. Emps. Pension
Sys., 458 S.W.3d 1, 13 (Tex. 2015). Therefore, we must first determine whether
Jones pled a facially valid constitutional claim.
“Sovereign immunity from suit defeats a trial court’s subject matter
jurisdiction and thus is properly asserted in a plea to the jurisdiction.” Miranda, 133
S.W.3d at 225–26 (citing Tex. Dep’t of Transp. v. Jones, 8 S.W.3d 636, 637 (Tex.
1999)). Whether a court has subject matter jurisdiction is a question of law we review
de novo. See id. at 226; Klumb, 458 S.W.3d at 8. When doing so, we examine the
factual allegations contained in the pleadings and evidence presented relevant to
jurisdiction. See City of Elsa v. Gonzalez, 325 S.W.3d 622, 625–26 (Tex. 2010);
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Bland, 34 S.W.3d at 555. When pleadings are challenged by a plea to the jurisdiction,
a court must determine if the pleader has alleged facts affirmatively demonstrating
the court’s jurisdiction, and the court must liberally construe the pleadings. Miranda,
133 S.W.3d at 226 (citing Tex. Ass’n of Bus. v. Tex. Air Control Bd., 852 S.W.2d
440, 446 (Tex. 1993)). If pleadings do not contain sufficient facts to establish
jurisdiction or demonstrate incurable defects, plaintiffs should be given the
opportunity to amend. Id. at 226–27; Cty. of Cameron v. Brown, 80 S.W.3d 549, 555
(Tex. 2002). If pleadings affirmatively negate the existence of jurisdiction, a court
may grant a plea to the jurisdiction without giving the party an opportunity to amend.
Miranda, 133 S.W.3d at 227; Brown, 80 S.W.3d at 555. “However, if a plea to the
jurisdiction challenges the existence of jurisdictional facts, we consider relevant
evidence submitted by the parties when necessary to resolve the jurisdictional issues
raised, as the trial court is required to do.” Miranda, 133 S.W.3d at 227 (citing Bland,
34 S.W.3d at 555). In such a situation, a trial court’s review of a plea to the
jurisdiction is similar to a traditional motion for summary judgment. Id. at 228; see
also Mission Consol. Indep. Sch. Dist. v. Garcia, 372 S.W.3d 629, 635 (Tex. 2012).
The defendant must meet the initial burden to meet the summary judgment proof
standard for its assertion the trial court lacks jurisdiction. Garcia, 372 S.W.3d at 635.
If the defendant meets this burden, the plaintiff must then show that a disputed
8
material fact issue exists regarding the jurisdictional issue. Id. If a fact issue exists,
the court should deny the plea. Id. On the other hand, if the relevant evidence is
undisputed or the plaintiff fails to raise a fact question, the trial court should grant
the plea. Id.
In the present case, the court conducted an evidentiary hearing on PAISD’s
plea to the jurisdiction. Therefore, we will examine Jones’s live pleading at the time
of the trial court’s ruling, along with the evidence pertaining to the jurisdictional
issue. See id.; City of Elsa, 325 S.W.3d at 625–26; Bland, 34 S.W.3d at 555.
Analysis
Jones argues the trial court erred in granting PAISD’s plea to the jurisdiction.
Jones contends the trial court had subject matter jurisdiction over his state
constitutional claims for declaratory and injunctive relief because PAISD terminated
him without due process in retaliation for exercising his right to free speech and
deprived him of a property interest in continuing to work as a computer technician.5
Jones’s claims required him to present the trial court with sufficient pleadings and
evidence to show PAISD violated these constitutional rights. See Jackson v. Port
5
While Jones repeatedly mentions “retaliation,” the pleadings are clear that
he is not making a retaliation claim under the Texas Commission on Human Rights
Act, and his causes of action are limited to purported constitutional violations.
9
Arthur Ind. Sch. Dist., No. 09-15-00227-CV, 2017 WL 1425589, at *3 (Tex. App.—
Beaumont Apr. 20, 2017, no pet.) (mem. op.).
Sovereign immunity defeats a trial court’s subject matter jurisdiction over
lawsuits in which the state or certain governmental units have been sued, unless the
state consents to suit. Garcia, 372 S.W.3d at 636; Jones, 8 S.W.3d at 639. Under
this doctrine, a school district is immune from suit because it is a governmental unit.
Garcia, 372 S.W.3d at 636 “[S]overeign immunity does not bar a suit to vindicate
constitutional rights[.]” Klumb, 458 S.W.3d at 13 (citing City of El Paso v. Heinrich,
284 S.W.3d 366, 372 (Tex. 2009)). However, if the constitutional claims are facially
invalid, immunity from suit is not waived. Id. (citing Andrade v. NAACP of Austin,
345 S.W.3d 1, 11 (Tex. 2011)).
A. Free Speech Claims
Jones’s first cause of action asserts PAISD violated his right of free speech
protected by article I, section 8 of the Texas Constitution. See Tex. Const. art. I, § 8.
Article I, section 8 mandates “[e]very person shall be at liberty to speak, write or
publish his opinions on any subject, being responsible for the abuse of that privilege;
and no law shall ever be passed curtailing the liberty of speech or of the press.” Id.
Generally, with the exception of prior restraints of speech, the Texas Constitution’s
free-speech clause does not afford a plaintiff greater rights than the First Amendment
10
to the United States Constitution. See generally Tex. Dep’t of Transp. v. Barber, 111
S.W.3d 86, 106 (Tex. 2003); Operation Rescue–Nat’l v. Planned Parenthood of
Hous. & Se. Tex., Inc., 975 S.W.2d 546, 557–600 (Tex. 1998); Compton v. Port
Arthur Ind. Sch. Dist., No. 09-15-00321-CV, 2017 WL 3081092, at *3 (Tex. App.—
Beaumont July 20, 2017, no pet.) (mem. op.); Jackson, 2017 WL 1425589, at *4.
A facially valid claim that his right to free speech was violated required Jones
to plead and allege facts, if true, showing that: (1) his speech involved a matter of
public concern, (2) his interest in speaking on such matters outweighed PAISD’s
interest in promoting efficiency, and (3) his speech was the motivating factor in an
adverse employment action taken against him. See Thompson v. City of Starkville,
Miss., 901 F.2d 456, 460 (5th Cir. 1990) (citing Frazier v. King, 873 F.2d 820, 825
(5th Cir. 1989)). An absolute guarantee of free speech is not contained in the First
Amendment nor does it create property rights. Bd. of Cty. Comm’rs, Wabaunsee
Cty., Kan. v. Umbehr, 518 U.S. 668, 675 (1996). Rather, the First Amendment
“protects government employees from termination because of their speech on
matters of public concern.” Id. (citing Connick v. Myers, 461 U.S. 138, 146 (1983)).
When an employee speaks not as a citizen on matters of public concern, but as an
employee upon matters of personal interest, generally a court is not the appropriate
forum to handle a personnel decision. Connick, 461 U.S. at 147. Even speech that
11
implicates some degree of public concern must be examined in context of the whole
record. Id. at 147–48. Speech made privately between a speaker and his employer
rather than in the context of public debate is generally not of public concern. See,
e.g., Bradshaw v. Pittsburg Indep. Sch. Dist., 207 F.3d 814, 817–18 (5th Cir. 2000)
(holding that because plaintiff expressed concerns in internal grievances rather than
in a public announcement weighed against finding the speech was public in nature).
After PAISD filed its plea to the jurisdiction, but before the trial court ruled,
Jones amended his petition twice. In his second amended petition, Jones asserted he
was terminated “in response to refusing to perform illegal actions, reporting
terroristic harassment . . . and for fabricated reasons[.]”6 Jones claimed his PAISD
supervisor pressured him to do what he perceived to be illegal acts in an effort to
obtain federal aid following two natural disasters. Jones asserted he declined to
perform the acts “at first passively then refus[ed] to perform the acts,” after which
Thornton retaliated against him and allowed other employees to harass him. Jones
claimed Thornton was aware that he objected strongly to the fraud being committed.
Despite this conclusory allegation, Jones does not plead facts alleging who he told
of his objection. Moreover, during the hearings on the plea to the jurisdiction, Jones
6
Jones complains his reports of numerous perceived harassing acts by fellow
employees were disregarded by his PAISD supervisor. As these reports are not
“matters of public concern,” we do not address them.
12
did not provide any evidence establishing he advised anyone (at work or otherwise)
of his objections regarding how his PAISD supervisor allegedly procured federal
aid, thereby exercising his constitutional right of free speech. Jones indicated in his
second amended petition that his opposition was clear by “his silent disapproval.”
Testimony of Dr. Brown at the hearings on the plea to the jurisdiction indicates that
he did not learn of Jones’s complaints regarding the destruction of computers and
procurement of federal aid until after Jones was terminated. On this record, Jones
failed to meet his burden of showing he engaged in speech primarily as a citizen
involving a matter of public concern. See Thompson, 901 F.2d at 460. Instead, he
has only shown speech made privately between him and his employer.
Jones also complained the bidding process for technology contracts within
PAISD was not kept confidential. Jones asserted Thornton and a private contractor
engaged in harassment and retaliation following Jones’s refusal to recommend him
for a bid. The record indicates the contractor communicated with Jones about the
bid, and those communications became heated. Jones admitted his job duties
included acquiring bids and making a recommendation to PAISD based on the bids
received. We conclude this matter fell within Jones’s official duties with his
employer and Jones’s speech in a private forum while he wore the hat of a PAISD
employee obtaining bids for district equipment did not touch on matters of public
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concern. See Turner v. Perry, 278 S.W.3d 806, 816 (Tex. App.—Houston [14th
Dist.] 2009, pet. denied) (citing Garcetti v. Ceballos, 547 U.S. 410, 421–22 (2006));
see also Compton, 2017 WL 3081092, at *4.
In addition to the foregoing complaints in his live pleading, on appeal Jones
focuses on the following acts arguing that they are protected speech: (1) reporting
perceived hate crimes/harassment to Thornton and Wyble on January 16, 2009,
when he told them about a hangman’s noose placed on his desk, damage done to his
personal locker, and an ominous note on his computer screen; (2) refusing to be
silent and withhold reporting of what he perceived to be evidence of hate crimes/acts
when Thornton and Wyble discouraged him; and (3) his grievance/complaint that
Thornton had called him a stalker and a filer of a bad-faith false report when PAISD
had no credible evidence to the contrary in response to Jones’s report about a
perceived hate crime. Jones conflates the elements of a retaliation claim with
establishing a facially valid constitutional free speech claim, although his pleadings
make it evident he is only attempting to assert claims for constitutional violations.
Elements of a retaliation claim require an employee to show: (1) the employee
engaged in an activity protected by the Texas Commission on Human Rights Act,
(2) the employee experienced a material adverse employment action, and (3) a causal
link exists between the protected activity and the adverse action. Compare Alamo
14
Heights Ind. Sch. Dist. v. Clark, 544 S.W.3d 755, 782 (Tex. 2018), with Thompson,
901 F.2d at 460 (outlining the requirements of a facially valid free speech claim).
While Jones complains of many instances of alleged misconduct in his brief, most
are irrelevant to establishing a valid constitutional claim. None of the reports Jones
made internally to his superiors at PAISD fall within constitutionally protected
speech, as he was not speaking out as a citizen addressing a matter of public concern.
See Garcetti, 547 U.S. at 417; Connick, 461 U.S. at 143; Bradshaw, 207 F.3d at 817–
18. In order for the speech to rise to the level of “public concern,” Jones had to speak
primarily as a citizen rather than an employee. See Dodds v. Childers, 933 F.2d 271,
273 (5th Cir. 1991). Nothing in the pleadings or in the record establishes Jones spoke
primarily as a citizen rather than an employee. See id.
We conclude Jones failed to plead sufficient facts or establish through
jurisdictional evidence that he engaged in constitutionally protected speech allowing
him a valid constitutional claim against PAISD.7 See Klumb, 458 S.W.3d at 13.
B. Due Course of Law
7
Jones has not claimed he did not have the opportunity to amend his pleading.
See Cty. of Cameron v. Brown, 80 S.W.3d 549, 555 (Tex. 2002); Tex. Dept. of Parks
& Wildlife v. Miranda, 133 S.W.3d 217, 226 (Tex. 2004).The record indicates he
amended his petition twice following PAISD’s initial filing of its plea to the
jurisdiction on June 26, 2012.
15
Jones argues PAISD violated his right to due course of law guaranteed by the
Texas Constitution. See Tex. Const. art. I, § 19. In matters of procedural due process,
Texas traditionally follows federal interpretations of procedural due process. See
Univ. of Tex. Med. Sch. at Hous. v. Than, 901 S.W.2d 926, 929 (Tex. 1995). Before
any substantive or procedural due process rights attach, Jones must show he has a
property interest entitled to constitutional protection. See id.; Klumb, 458 S.W.3d at
15; Lamar Univ. v. Jenkins, 09-17-00213-CV, 2018 WL 358960, at *5 (Tex. App.—
Beaumont Jan. 11, 2018, no pet.) (mem. op.). A protected property interest in
employment exists only when an employee has a “‘legitimate claim of entitlement’”
to employment. Trostle v. Combs, 104 S.W.3d 206, 211 (Tex. App.—Austin 2003,
no pet.) (citing Bd. of Regents v. Roth, 408 U.S. 564, 576–77 (1972)). “The
presumption that employment in Texas is at will is difficult to overcome.” Id. Absent
a contrary agreement, employment may be terminated by either party for a good
reason, a bad reason, or no reason at all. Montgomery Cty. Hosp. Dist. v. Brown, 965
S.W.2d 501, 502 (Tex. 1998).
Jones has not established a valid property interest entitling him to the
constitutional protections of due course of law. There is nothing in his live pleading
or in the record to indicate he had an employment contract or any other express
16
agreement with PAISD that would take him out of an at-will employment situation.
On appeal, Jones acknowledges he had no employment contract with PAISD.
Because Jones has failed to demonstrate he engaged in constitutionally
protected speech or that the he had a protected property interest, we overrule his
issue on appeal.
C. Uniform Declaratory Judgment Act
Under the Texas Declaratory Judgment Act, a party “whose rights, status, or
other legal relations are affected by a statute, municipal ordinance, contract, or
franchise may have determined any question of construction or validity arising under
the instrument, statute, ordinance, contract, or franchise and obtain a declaration of
rights, status, or other legal relations thereunder.” Tex. Civ. Prac. & Rem. Code Ann.
§ 37.004(a) (West 2015). The Act does not enlarge a trial court’s jurisdiction, but
provides a remedy when the trial court already has jurisdiction. Heinrich, 284
S.W.3d at 370. Because we have already concluded Jones did not plead facts that
would establish a facially valid constitutional claim implicating the trial court’s
jurisdiction, he is not entitled to relief under the Act. See id.
Conclusion
We conclude Jones has not established through his live pleading or
jurisdictional evidence that he has any cognizable claim for violations of his
17
constitutional rights that would trigger the trial court’s jurisdiction. Having
overruled Jones’s issue, we affirm the trial court’s order granting PAISD’s plea to
the jurisdiction and dismissing Jones’s claims.
AFFIRMED.
________________________________
CHARLES KREGER
Justice
Submitted on March 1, 2018
Opinion Delivered June 28, 2018
Before McKeithen, C.J., Kreger, and Johnson, JJ.
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