Kurtz v. Vickrey

855 F.2d 723, 1988 WL 90114
Court of Appeals for the Eleventh Circuit·Decided September 19, 1988·No. No. 87-7349·Published·Cited by 97 cases

Opinions

KRAVITCH, Circuit Judge:

Larry Kurtz filed this action pursuant to 42 U.S.C. § 1983 alleging that he was denied promotion to full professor at the University of Montevallo for exercising (1) his right to free speech and (2) his right to access to the courts by filing a lawsuit against the university. The defendants are James Vickrey, Jr., sued both in his individual capacity and as president of the university, the University of Montevallo, and the members of the university’s Board of Trustees in their official capacities. The district court granted summary judgment to defendants on the first theory; the case proceeded to trial on the second. The jury returned a special verdict, finding that although the filing of the lawsuit had been a substantial factor in the university’s failure to promote Kurtz, the same decision would have been made even without Kurtz’s participation in the lawsuit. The court then entered judgment for defendants. Kurtz appeals, both from the grant of summary judgment on the first theory, and from the judgment against him on the second theory-

I.

Larry Kurtz was hired as an associate professor of mathematics by the University of Montevallo, in Montevallo, Alabama, in 1978, after having taught at Hollins College in Virginia. The University of Mon-tevallo is within the public college system of Alabama. Kurtz was awarded tenure in the University’s Department of Physics and Mathematics on May 8, 1982, effective January 1, 1983.

Kurtz has a history of tumultuous relations with the president of the university, James Vickrey, Jr., dating back as far as 1980. Kurtz characterizes his ongoing dialogue with Vickrey as relating to a “debate of great public and institutional impor[725]*725tance” regarding how the university was spending public funds. In particular, Kurtz advocated public disclosure of salary levels at the university, and he argued that too much money was being spent on “window dressing” the university’s physical plant, rather than on education itself. Other criticisms concerned Vickrey’s personal management style — Kurtz was upset when Vickrey characterized a five percent pay increase as “good,” and he was embarrassed when Vickrey reported that he had received letters from President Reagan. Additionally, Kurtz wrote to Vickrey that, contrary to Vickrey’s repeated assertion, Montevallo “is not the geographic center” of the state, but rather is “the intersection of the diagonals of the state,” although he characterized his note and Vickrey’s response as a “friendly exchange.”

Relations deteriorated between Vickrey and Kurtz through 1986, although Kurtz repeatedly protested that he was only trying to be helpful. In 1985, after sharply criticizing a statement from Vickrey that the “average” salary of faculty members had increased from $16,224 in 1977 to in excess of $29,300 in 1985, Kurtz published the first of two letters criticizing Vickrey’s use of the term “average.” In the letters, Kurtz argued that the use of the term average was misleading, illustrating his argument with the fact that his own salary, which he would consider “average,” had not increased at the rate reported by Vick-rey. After pointing out the discrepancy between his salary and the “average” salary, Kurtz asked, “Where is my $2000?” Several memoranda subsequently passed between the two men on the subject, but the matter was not resolved to Kurtz’s satisfaction.

Several months later, in April, 1986, Kurtz participated in a lawsuit filed in the Circuit Court of Shelby County against the university by the University of Montevallo Education Association (UMEA) and eight individual faculty members. The suit sought to compel the university to

[M]ake available information and documents showing faculty and staff salaries and related information such as time of appointment, length of contract, academic or administrative rank, and information and documents showing how salaries are determined.

The UMEA contended that it was “unable fully to represent [its] members” without the requested information.

In the spring of 1986, Kurtz applied for the fourth consecutive year to be promoted from the position of associate professor to professor. Kurtz’s department head, Angela Hernandez, recommended him for promotion as she had done on his previous applications. Dean John Lott, for the first time, recommended approval of Kurtz’s application, both because he believed Kurtz had improved with regard to previously identified areas of deficiency and because he believed an applicant’s required showing on the matter of promotion should be less demanding with each additional year of service. The application was then forwarded to Acting Vice President of Academic Affairs Sanford Colley. Prior to Colley’s consideration of the matter, Kurtz contacted Colley and questioned both his academic qualifications and his objectivity on the issue of the promotion. Colley assured Kurtz that he would be objective and subsequently recommended to Vickrey that Kurtz be promoted.

Vickrey sent a memorandum to Colley stating that he was deferring making a recommendation regarding Kurtz’s promotion to the Board of Trustees. Vickrey explained that he wanted more time to review the merits of Kurtz’s application, and that he desired the incoming Provost and Vice President of Academic Affairs, Robert Landen, to assist him in that regard. Vick-rey also stated that he needed “to reflect further on” both the “relative paucity of evidence of scholarly activity” in recent years, and, [726]*726Vickrey concluded with a remark that he was attempting to remain as objective as possible, and that he was not going to be pushed to meet an artificial deadline on the decision. Additionally, in his deposition Vickrey explained that at that time he was not denying Kurtz a promotion, but was merely deferring consideration until he could obtain Landen’s input because he believed Colley’s objectivity had been tainted after Kurtz had accosted him.1

[725]*725the relevance, or not, of certain aspects of his behavior this academic year, including his violating UM policy by publishing the slaary [sic] of a UM faculty member (himself) after I warned him it’d be a violation and the totally inappropriate and thoroughly unprofessional contact he had with you and John Lott, challenging your objectivity....

[726]*726After Landen assumed office, he reviewed Kurtz’s application package. On August 14, 1986, he sent a short memorandum to Kurtz explaining that after reviewing the application materials, he did not feel that he could support Kurtz’s promotion to full professor. Several weeks later, after Kurtz had indicated that he planned to pursue a grievance on the matter, Landen sent Kurtz a more detailed letter setting forth his reasons for not recommending the promotion. He first pointed out, contrary to Kurtz’s characterization of the issue, that Vickrey had not actually “denied” Kurtz a promotion, but had merely “deferred” consideration until Landen could review the application materials. Landen then explained that he personally had declined to recommend Kurtz after noting Kurtz’s six year hiatus in presentations to peer groups and his four year hiatus in publications. He also stated that it appeared that much of Kurtz's “documented research activity was the product of efforts [Kurtz] made before

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Kurtz v. Vickrey, 855 F.2d 723, 1988 WL 90114 (11th Cir. 1988).

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