Posey v. Lake Pend Oreille School District No. 84

546 F.3d 1121, 28 I.E.R. Cas. (BNA) 385, 2008 U.S. App. LEXIS 21565, 2008 WL 4570616
CourtCourt of Appeals for the Ninth Circuit
DecidedOctober 15, 2008
Docket07-35188
StatusPublished
Cited by177 cases

This text of 546 F.3d 1121 (Posey v. Lake Pend Oreille School District No. 84) is published on Counsel Stack Legal Research, covering Court of Appeals for the Ninth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Posey v. Lake Pend Oreille School District No. 84, 546 F.3d 1121, 28 I.E.R. Cas. (BNA) 385, 2008 U.S. App. LEXIS 21565, 2008 WL 4570616 (9th Cir. 2008).

Opinion

HAWKINS, Circuit Judge:

This case requires us to determine whether, following the Supreme Court’s recent decision in Garcetti v. Ceballos, 547 U.S. 410, 126 S.Ct. 1951, 164 L.Ed.2d 689 (2006), the inquiry into the protected status of speech in a First Amendment retaliation claim remains a question of law properly decided at summary judgment or instead now presents a mixed question of fact and law.

Plaintiff Robert Posey sued Lake Pend Oreille School District No. 84 (the “School District”), arguing that by eliminating his job, the School District retaliated for his prior speech, in violation of the First and Fourteenth Amendments to the United States Constitution. The district court granted summary judgment in favor of the School District, concluding — purely as a matter of law — 'that the speech in question had been spoken pursuant to Posey’s job responsibilities and thus in his capacity as a public employee, and that it was therefore not constitutionally protected. Posey appeals. We have jurisdiction under 28 U.S.C. § 1291.

We conclude that, following Garcetti, the inquiry into whether a public employee’s speech is protected by the First Amendment is no longer purely legal and presents a mixed question of fact and law. Summary judgment is therefore inappropriate where, as here, (1) plaintiff has spoken on a matter of public concern, (2) the state lacks an adequate justification for treating the employee differently from any other member of the general public, and (3) there is a genuine and material dispute as to the scope and content of plaintiffs employment duties. Accordingly, we reverse the grant of summary judgment on Posey’s First Amendment retaliation claim and remand to the district court for further proceedings consistent with this opinion.

I. FACTUAL AND PROCEDURAL BACKGROUND

A. Factual Background

Posey, an employee of the School District assigned as a “security specialist” to *1124 Sandpoint High School, believed the School District’s safety and emergency policies were inadequate. In November 2002, Posey met with Sandpoint Principal Jim Soper to express his concerns about student discipline and safety issues, including ongoing drug and weapons violations and Posey’s feeling that his hands were tied in enforcing school policies. Soper did not respond directly to Posey’s expression of concern, and Posey became increasingly uneasy about security and safety issues throughout the following school years.

Posey’s disquiet eventually led him, in October 2003, to compose and deliver a lengthy letter to School District Chief Administrative Officer Steve Battenschlag, with whom Posey had a friendly relationship. The letter was copied to Superintendent Mark Berryhill and two other school administrators, Kathy Chambers and Todd Reed. It complained in general and specific terms about both personal grievances and what Posey perceived to be inadequate safety and security policies at the high school. With respect to personal grievances, the letter complained that Principal Soper had dealt with Posey “poorly” and occasionally in “an angry, threatening manner.” It acknowledged that Posey had “been fighting with the new administration for over a year now” because, in Posey’s view, the administration’s “new philosophy is to keep me out of everything except for parking and lost and found.”

The bulk of the letter, however, addressed Posey’s concerns about inadequate safety and security policy and enforcement at the school. Posey hoped his letter would prompt the school district to “correct the problems before someone gets seriously hurt.” The letter specifically detailed concerns about: (1) the administration’s general unresponsiveness to safety problems, (2) inadequate staff and faculty training, (3) concealment and insufficient documentation of safety violations, (4) ineffective enforcement of truancy policies, (5) ineffective enforcement of sexual harassment policies, and (6) inadequate fire safety and school evacuation planning.

Each of these concerns was substantiated by at least one specific example, including Posey’s recollection of students bringing weapons to school, student intoxication, sexual harassment and possibly rape among school staff, persistent student truancy, and failure to evacuate the building when there had been smoke in the hallways and the fire alarm had gone off. Posey also stated his concern that the Columbine school shootings “can happen here and almost did,” alleging that the administration’s failure to update safety and emergency policies “is not right” and “is plain negligence.” Following delivery of the letter to Battenschlag, Posey met with Battenschlag and Berryhill at Posey’s home, outside of school hours, to discuss his concerns.

The parties do not dispute that Posey wrote the letter at home, with his own resources, on his own time, and of his own initiative. The letter was written on plain paper and casually addressed to “Steve.” The parties also do not dispute that Po-sey’s workplace resources were inconsistent with his having written the letter on school premises.

The parties do dispute, however, whether Posey wrote the letter as part of his official employment responsibilities. The evidence indicates that Posey was initially hired in 1995 as a “parking lot attendant” for Sandpoint High School. His job title changed periodically throughout his subsequent nine years of employment for the District. Some time before 2002, Posey’s title was changed to “Security Specialist.” In that role, Posey was initially responsible for twenty enumerated tasks relating to preventing and responding to student misconduct.

*1125 In 2002, however, Principal Soper substantially reduced Posey’s job responsibilities. Posey was relieved of responsibility for all specified tasks except assisting with security and crime prevention, and supervising the school parking lot, grounds, and hallways. Posey had been but was no longer responsible for liaising with police, enforcing truancy policies, searching students, and investigating student misconduct.

The parties specifically dispute whether Posey had any policy-making responsibility or authority to support a conclusion that Posey’s letter “was required as a part of [his] official duties,” Marable v. Nitchman, 511 F.3d 924, 932 (9th Cir.2007). In 2002, for instance, Soper instructed Posey to “update” the school’s emergency plan. Po-sey subsequently submitted a “document” updating the plan. The School District therefore insists that Posey “provided reports and information about security matters at the high school” as “an inherent part of his duties” and characterizes his letter as an “internal communication” that “ar[ose] as part of[his] job duties.”

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546 F.3d 1121, 28 I.E.R. Cas. (BNA) 385, 2008 U.S. App. LEXIS 21565, 2008 WL 4570616, Counsel Stack Legal Research, https://law.counselstack.com/opinion/posey-v-lake-pend-oreille-school-district-no-84-ca9-2008.