Mendez-Palou v. Rohena-Betancourt

813 F.2d 1255, 2 I.E.R. Cas. (BNA) 1405
CourtCourt of Appeals for the First Circuit
DecidedMarch 10, 1987
DocketNos. 86-1267, 86-1555 and 86-1631
StatusPublished
Cited by101 cases

This text of 813 F.2d 1255 (Mendez-Palou v. Rohena-Betancourt) is published on Counsel Stack Legal Research, covering Court of Appeals for the First Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mendez-Palou v. Rohena-Betancourt, 813 F.2d 1255, 2 I.E.R. Cas. (BNA) 1405 (1st Cir. 1987).

Opinion

COFFIN, Circuit Judge.

Plaintiffs-appellees, Puerto Rico government employees who were discharged or demoted following the 1984 gubernatorial election, commenced separate actions under 42 U.S.C. § 1983 seeking damages and reinstatement. A11 three appellees claim that they were dismissed because of their affiliation with the Partido Nuevo Progresista (“PNP”), the party that ruled Puerto Rico from 1977 to 1985, but was defeated by the Partido Popular Democrático (“PPD”) in the last election. Defendants-appellants, Puerto Rico public officials, sought partial summary judgment on the basis of their qualified immunity from actions seeking damages. Davis v. Scherer, 468 U.S. 183, 104 S.Ct. 3012, 3020 n. 12, 82 L.Ed.2d 139 (1984); Harlow v. Fitzgerald, 457 U.S. 800, 818, 102 S.Ct. 2727, 2738, 73 L.Ed.2d 396 (1982). The courts below denied defendants’ motions for summary judgment and these appeals ensued. We have jurisdiction to consider on interlocutory appeal the narrow question of whether the denials of summary judgment based on defendants’ claims of qualified immunity were proper. Mitchell v. Forsyth, 472 U.S. 511, 105 S.Ct. 2806, 86 L.Ed.2d 411 (1985); De Abadia v. Izquierdo Mora, 792 F.2d 1187, 1190 (1st Cir.1986). We vacate the orders and remand the cases for the entry of partial summary judgment on the basis of qualified immunity in favor of ad three appellants.

[1257]*1257I. Factual Setting

This opinion disposes of three appeals that were briefed and argued separately before this panel. The cases all involve the same legal principles and arguments, although each involves a different position in the hierarchy of the Puerto Rico government.

In No. 86-1267, plaintiff-appellee Juan A. Mendez-Palou claims that, due to his affiliation with the PNP, he was discharged from his position as Director of Administration for the Puerto Rico Environmental Quality Board (“EQB”) by defendant-appellant Santos Rohena-Betancourt, current President of the EQB.

Similarly, in No. 86-1555, plaintiff-appellee Jose M. Rodriguez Ramirez contends that, because of his political affiliation, he was demoted from his position as Assistant Secretary for Special Services in the Puerto Rico Department of Agriculture (“DOA”) and reinstalled in his last career position by defendant-appellant Antonio Gonzalez-Chapel, former Secretary of Agriculture.1

Finally, in No. 86-1631, plaintiff-appellee Rafael Gimenez Boehm alleges that, due to his support for the PNP, he was dismissed from his position as Deputy Executive Director for Special Affairs in the Puerto Rico Aqueduct and Sewers Authority (“ASA”) by defendant-appellant Jose L. Riefkohl, former Acting Director of the ASA.2

II. First Amendment Doctrine.

We first review the substantive law relevant to dismissals motivated by partisan political concerns. Although patronage dismissals never used to be regarded as violating the federal Constitution, the Supreme Court’s decisions in Elrod v. Burns, 427 U.S. 347, 96 S.Ct. 2673, 49 L.Ed.2d 547 (1976), and Branti v. Finkel, 445 U.S. 507, 100 S.Ct. 1287, 63 L.Ed.2d 574 (1980), “marked a substantial change in the law.” De Abadia v. Izquierdo Mora, 792 F.2d at 1191. Elrod held for the first time that public employees who allege that they were discharged due to their political affiliation state a claim for violation of their first and fourteenth amendment rights. 427 U.S. at 373, 96 S.Ct. at 2689. After Elrod, therefore, the vast majority of public employees enjoy constitutional protection from politically motivated dismissal. The Supreme Court, however, did not extend this protection to all public employees, noting that the first amendment must yield to the vital interest of preserving representative government whenever elected officials choose to replace underlings employed in “policymaking” or “confidential” positions. See Elrod, 427 U.S. at 367, 96 S.Ct. at 2687; id. at 375, 96 S.Ct. at 2690 (Stewart, J., concurring).

The Branti court, after demonstrating that the “policymaking” and “confidential” labels employed in Elrod were both overinelusive and under inclusive, opted instead for a totality of the circumstances test. Although consistent with Elrod, Branti held that “the ultimate inquiry ... is whether the hiring authority can demonstrate that party affiliation is an appropriate requirement for the effective performance of the public office involved.” Branti, 445 U.S. at 518, 100 S.Ct. at 1295. Since the Supreme Court’s pronouncement in Branti, several courts, including our own, have begun to employ the new test to demarcate the boundary of first amendment protection from politically motivated discharge. See Jimenez Fuentes v. Torres Gaztambide, 803 F.2d 1, 5-6 (1st Cir.1986) (en banc) (collecting cases).

In Jimenez Fuentes we attempted to fashion a workable approach to deciding when a particular position is excepted from first amendment protection, setting out a two-part analysis for cases involving alleged patronage dismissals. Jimenez Fuentes, 803 F.2d at 5. We first ask, as a threshold inquiry, “whether the position at issue, no matter how policy-influencing or confidential it may be, relates to ‘partisan [1258]*1258political interests____[or] concerns.’” Id. at 6 (quoting Branti, 445 U.S. at 519, 100 S.Ct. at 1295). In making this determination we generally find it helpful to consider whether the agency employing the plaintiff handled matters potentially subject to partisan political differences and to focus upon how the plaintiff’s position influenced the resolution of such matters. This step is designed to cut off from further consideration those positions involving matters devoid of partisan concerns, such as the “ ‘proper flow of work’ in an agency,” see De Choudens v. Government Development Bank of Puerto Rico, 801 F.2d 5, 10 (1st Cir.1986) (en banc), or the preferred accounting method or computer system.

Regardless of the position of an employee within the government hierarchy, or the broad scope of his or her duties, if the employee is responsible only for duties that are measured solely by strictly technical or professional criteria, the job is nonpartisan in nature and not properly a target of patronage dismissal. Although government employees may have differing views concerning an important technical or operational matter — for instance, the proper method of accounting to be employed or the preferred plan for computerizing an agency — such a disagreement does not itself involve an issue implicating partisan political differences and is not the sort of “policy” dispute recognized as relevant by Elrod and Branti.

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Bluebook (online)
813 F.2d 1255, 2 I.E.R. Cas. (BNA) 1405, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mendez-palou-v-rohena-betancourt-ca1-1987.