Dan Marchi v. Board of Cooperative Educational Services of Albany, Schoharie, Schenectady, and Saratoga Counties

173 F.3d 469, 1999 U.S. App. LEXIS 6065, 75 Empl. Prac. Dec. (CCH) 45,831, 79 Fair Empl. Prac. Cas. (BNA) 1305, 1999 WL 223432
CourtCourt of Appeals for the Second Circuit
DecidedApril 2, 1999
Docket98-7213
StatusPublished
Cited by132 cases

This text of 173 F.3d 469 (Dan Marchi v. Board of Cooperative Educational Services of Albany, Schoharie, Schenectady, and Saratoga Counties) is published on Counsel Stack Legal Research, covering Court of Appeals for the Second Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dan Marchi v. Board of Cooperative Educational Services of Albany, Schoharie, Schenectady, and Saratoga Counties, 173 F.3d 469, 1999 U.S. App. LEXIS 6065, 75 Empl. Prac. Dec. (CCH) 45,831, 79 Fair Empl. Prac. Cas. (BNA) 1305, 1999 WL 223432 (2d Cir. 1999).

Opinion

JON O. NEWMAN, Circuit Judge.

This appeal concerns the tension between two constitutional principles — separation of church and state and the free exercise of religion — in the context of public education. Specifically, we must decide whether a school board’s attempt to avoid Establishment Clause violations by restricting the religious expression of one of its teachers infringes that teacher’s free exercise rights. Dan Marchi appeals from the January 23, 1998, judgment of the District Court for the Northern District of New York (Frederick J. Scullin, Jr., District Judge) to the extent that it granted summary judgment to the Board of Cooperative Educational Services (“BOCES”) and dismissed Marchi’s claim that a BOCES directive, ordering Marchi to refrain from using religious references in the delivery of his instructional program, is unconstitutionally vague and overbroad. In, addition, Marchi challenges the denial of his motion for leave to amend his complaint. We conclude that the challenged directive is neither vague nor overbroad, and that Marchi’s proposed amended complaint failed to set forth claims ripe for judicial review. Accordingly, we affirm.

Background

Marchi is a certified special education teacher who has taught socially and emotionally disturbed high school students since 1977. BOCES is a regional voluntary cooperative association of school districts with responsibility for the administration of special educational programs. In 1989, Marchi alleges that he underwent a dramatic conversion to Christianity. He acknowledges that he shared this experience with his students and that, in the fall of 1991, he modified his instructional program to discuss topics such as forgiveness, reconciliation, and God. See Complaint ¶¶ 17,19, 22.

On September 14, 1994, John Daly, the Director of Special Education at BOCES, issued a “cease and desist” letter, directing Marchi to refrain from using religion as part of his instructional program. The letter stated:

During our meeting last week, we discussed your frequent references to religion while dealing with students. As you know, public schools are prohibited from offering instruction in support of religious beliefs or practices. Your personal beliefs about the role of religion in our society and its value to families and their children cannot be a part of the instruction given to your students.
Consequently, you are to cease and desist from using any references to religion in the delivery of your instructional program unless it is a required element of a course of instruction for your stu *473 dents and has prior approval by your supervisor, Dr. DiPierro. I am sure that you realize the seriousness of this matter and will comply with this direction.

Marchi refused to abide by the directive because, in his view, to do so “would be detrimental to his students” and “would violate his conscience before God.” Complaint ¶ 34. After a teaching assistant informed BOCES that Marchi was continuing to use religious themes and materials in the course of his teaching, BOCES charged Marchi in March of 1995 with insubordination and “conduct unbecoming a teacher.” The following month, Marchi was suspended indefinitely for violating the directive. A hearing on the charges was held before a state Department of Education hearing officer in July of 1995. The hearing officer found that Marchi had committed an act of insubordination and imposed a penalty of six months’ suspension. Marchi’s return to teaching was conditioned on his commitment, in a written affirmation, to adhere to the directive. Upon advice of counsel, Marchi affirmed that he would adhere to the directive.

On the same day that Marchi signed the affirmation, he sent a letter to Daly asking for clarification of the directive. Specifically, he asked if private prayer with a student, at the student’s request, was permitted, and if he could respond to students’ questions concerning religion. Daly responded as follows:

As a condition of returning to work, you signed an affirmation committing yourself not to use any references to religion in the delivery of your instructional program unless it is a required element of an approved course of instruction and you obtain the prior approval of your supervisor.
Based upon the fact that the disciplinary action against you resulted from your defiance of an identical directive rather than a misunderstanding, together with the fact that you had the opportunity to consult with counsel before you signed the affirmation, I must assume that you fully understood the terms of your affirmation and that you will abide by them.

On his return to work in January of 1996, Marchi was reassigned to a Comprehensive Development Skills (“CDS”) class. The students in CDS classes, who are autistic or mentally handicapped, have little or no communication skills. Shortly after Marchi resumed teaching, a teacher’s aide saw a letter from Marchi to Paul Czech, the father of Ryan Czech, a student in Marchi’s CDS class. Mr. Czech had sent an audiotape of religious music to school in Ryan’s lunch box, along with a note stating that the music calmed Ryan. In response, Marchi wrote:

Ryan had a good day today. I thank you and the LORD for the tape[;] it brings the Spirit of Peace to the classroom. Tomorrow is a teacher’s conference and dismissal is at 11:30. May God Bless you all richly!

After learning of the letter, Dr. DiPier-ro, Marchi’s supervisor, met with Marchi. Marchi indicated that because the letter was written to a parent, he did not consider it to be part of his “instructional program,” and thus regarded it as outside the directive’s reach. In a letter response. DiPierro informed Marchi: “since you communicated these messages in your capacity as a BOCES teacher, and in as much as parents are part of the instructional process, my interpretation of the agreement you signed ... precludes you from communicating in this manner.” No action was taken against Marchi in connection with this incident.

In the summer following the 1995-1996 school year, Marchi filed this section 1983 action, alleging that (1) BOCES violated his rights to academic freedom, free association, free speech, and free exercise of religion, as well as his rights under the Religious Freedom Restoration Act, by suspending him in 1995; (2) BOCES violated his right to due process and retaliat *474 ed against him by assigning him to teach a CDS class upon his return to teaching; (3) the directive is unconstitutionally vague and overbroad; and (4) the directive had been applied to proscribe protected speech between Marchi and students’ parents. Marchi sought a preliminary injunction to enjoin BOCES from enforcing the directive; the District Court denied the request.

Subsequently, BOCES moved for summary judgment. After discovery was completed, Marchi cross-moved for summary judgment and sought leave to amend his complaint in order to expand his allegations relating to the directive’s purported overbreadth and chilling of protected speech.

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173 F.3d 469, 1999 U.S. App. LEXIS 6065, 75 Empl. Prac. Dec. (CCH) 45,831, 79 Fair Empl. Prac. Cas. (BNA) 1305, 1999 WL 223432, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dan-marchi-v-board-of-cooperative-educational-services-of-albany-ca2-1999.