Williams v. Tucson Unified School District No. 1

760 P.2d 1081, 158 Ariz. 32, 1987 Ariz. App. LEXIS 618, 49 Fair Empl. Prac. Cas. (BNA) 1122
CourtCourt of Appeals of Arizona
DecidedDecember 10, 1987
Docket2 CA-CV 87-0182
StatusPublished
Cited by4 cases

This text of 760 P.2d 1081 (Williams v. Tucson Unified School District No. 1) is published on Counsel Stack Legal Research, covering Court of Appeals of Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Williams v. Tucson Unified School District No. 1, 760 P.2d 1081, 158 Ariz. 32, 1987 Ariz. App. LEXIS 618, 49 Fair Empl. Prac. Cas. (BNA) 1122 (Ark. Ct. App. 1987).

Opinion

OPINION

LACAGNINA, Chief Judge.

John W. Williams appeals the denial of his motion for new trial following a judgment in favor of Tucson Unified School District including an award of attorneys’ fees. The trial court affirmed the district’s denial of Williams’ application for continued employment beyond age 70. Williams contends that:

1. The 1986 amendment to the Age Discrimination in Employment Act (the Act), 29 U.S.C.A. §§ 621-634, effective January 1,1987, which makes mandatory retirement at age 70 unlawful, should be applied to Williams’ 1983 termination.

2. The district’s Board Policy 4080, the procedure for extension of employment beyond age 70, as adopted and as implemented in this case, violated Williams’ constitutional rights to equal protection and due process.

*34 3. The district’s decision to deny Williams’ request for extension of employment was arbitrary, capricious and an abuse of its discretion.

4. Board Policy 4080 was not legally adopted by the board because it was not certified and filed with the secretary of state pursuant to A.R.S. § 41-1001.

5. The trial court abused its discretion by awarding attorneys’ fees to the district and failing to award Williams his attorneys’ fees.

We affirm.

STIPULATED FACTS

Williams was a continuing teacher in the district employed for 25 years, including the 1981-82 and 1982-83 school years, as a guidance counselor at Tucson High School. Anticipating his seventieth birthday in April 1983, Williams inquired in November 1982 about the procedure for obtaining approval to continue his employment beyond age 70. He received a reply in a letter dated November 15, 1982, stating that the district was in the process of developing such a procedure. At the time of Williams’ inquiry, the policy that pertained to retirement was Board Policy 4080, which upon legal review had been found not to be in compliance with the requirements of the Arizona retirement statutes, A.R.S. §§ 38-759 and 759.01. Revisions to Board Policy 4080 were submitted to the board and adopted at a meeting on January 4, 1983. Board Policy 4080 was not certified and filed with the secretary of state.

On January 26, 1983, Williams was informed that the board had approved a procedure for extension of employment beyond age 70 and was given a copy of revised Board Policy 4080 and an application for extension of employment. On February 3, 1983, the board received Williams’ request for extension of employment made pursuant to Board Policy 4080. His application was reviewed by his supervisor and a designee of the superintendent, both of whom decided not to recommend Williams for extended employment. Pursuant to the administrative procedures set forth in Board Policy 4080, Williams appealed the decision to the board. On April 12, 1983, Williams was informed by the district’s superintendent of the board’s decision not to offer him a contract for the 1983-84 school year. On August 9, 1983, the board held a de novo hearing on Williams’ request for extension of employment at which counsel for Williams and the school administration presented testimony and extensive arguments. At the August 23, 1983 board meeting, Williams’ request for extension of employment beyond age 70 was denied. Williams’ motion for reconsideration was also denied by the board.

In 1978, Williams had requested and received an extension of employment beyond age 65, at which time the requirements existing under the former version of Board Policy 4080 were limited to 1) whether his leaving would be injurious to students in general, and 2) whether he was replaceable. Between 1978 and November 1982, no other district employee had sought to extend his or her normal retirement date. At the time of Williams’ retirement, he was the only 70-year-old district employee.

APPLICATION OF AGE DISCRIMINATION ACT AMENDMENT

Both sides agree that the amendment, 29 U.S.C.A. § 631(a) (West Supp. 1987), which removes the maximum age limitation of those employees who may bring claims under the Act, applies only to cases pending on the effective date of the amendment, January 1, 1987. Williams argues that his claim was pending at the time the amendment became effective and that the language of the Act itself required immediate application to the facts of his case. In addition, Williams argues that this court is required to "apply the law as it exists at the time the court renders its appellate decision.

The district argues that Williams was lawfully retired prior to the effective date of the amendment. It also argues that the amendment does not provide a new remedy or procedure but instead makes unlawful what was previously lawful. Fi *35 nally, the district argues that Williams does not have an existing claim because he never filed a claim under the Act and was not working when the amendment became effective. We agree with the district’s arguments.

Under the amendment to the Act, mandatory retirement because of age is generally prohibited. Prior to the amendment and at the time Williams applied for extension of his employment, the district’s action was lawful under the provisions of the Act. The change in the Act does not merely provide a new remedy for an existing claim, see Bradley v. School Board of City of Richmond, 416 U.S. 696, 94 S.Ct. 2006, 40 L.Ed.2d 476 (1974); nor is it merely a procedural change, see United States v. Alabama, 362 U.S. 602, 80 S.Ct. 924, 4 L.Ed.2d 982 (1960). The amendment effected a substantive change in the law. Williams never filed a claim under the Act, and he is not entitled to its application.

CONSTITUTIONAL CLAIMS

Williams argues that Board Policy 4080 (now repealed) as it was adopted and implemented in his case, violated his equal protection and due process rights. He argues that the required showing of superior performance for the two years prior to application, proof that he was difficult to replace, and that his leaving would be injurious to the students were factors subject to strict scrutiny, age being a “quasi-suspect class,” and were factors that were vague by failing to give him fair warning. We disagree.

It is undisputed that two of the three factors existed under the policy which was in effect in 1978 when Williams applied for extension of employment at age 65. Age is not a suspect class; therefore, the district is merely required to show that there is a rational basis for its action in requiring the three factors to be proven in order to justify continuation of employment beyond age 70. Lewis v. Tucson School District No. 1, 23 Ariz.App. 154, 531 P.2d 199, cert. denied, 423 U.S. 864, 96 S.Ct. 123, 46 L.Ed.2d 92 (1975) (rational basis exists for required showing that 1) applicant is difficult to replace, and 2) applicant's termination would be injurious to general welfare of the students).

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Bluebook (online)
760 P.2d 1081, 158 Ariz. 32, 1987 Ariz. App. LEXIS 618, 49 Fair Empl. Prac. Cas. (BNA) 1122, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-v-tucson-unified-school-district-no-1-arizctapp-1987.