“[A] reprimand to retaliate against the zealous representation by a union spokesperson of a member’s grievance impermissibly infringes upon the constitutional right of free association.”
How later courts described this case
- “[A] reprimand to retaliate against the zealous representation by a union spokesperson of a member’s grievance impermissibly infringes upon the constitutional right of free association.”
- employees held leadership positions in union, filed numerous unfair labor practice complaints, and participated in grievance proceedings
- indicating the district court has discretion to consider either qualified immunity prong first
- holding “the court must determine whether, assuming the truth of the plaintiff’s allegations, the official's conduct violated clearly established law” for resolving the “threshold question” of qualified immunity
Written by the judges who cited it.
The opinion
United States District Court
EASTERN DISTRICT OF TEXAS
SHERMAN DIVISION
SUZANNE JONES, §
§
Plaintiff, §
v . § § Civil Action No. 4:21-CV-00733
§ Judge Mazzant
H. NEIL MATKIN, in his personal and §
§
official capacity; TONI JENKINS, in her
§
personal and official capacity; and COLLIN
§
COLLEGE,
§
Defendants. §
MEMORANDUM OPINION AND ORDER
Pending before the Court is Defendants H. Neil Matkin and Toni Jenkins’ Motion for
Summary Judgment on Qualified Immunity, filed in Defendants’ individual capacities (Dkt. #9).
Having considered the motion and the relevant pleadings, the Court finds the motion should be
DENIED.
BACKGROUND
Dr. Suzanne Jones (“Plaintiff”) worked as a teacher and professor at Collin College (a
named Defendant in this action) for nearly twenty years. She was admired by her students and
consistently received above-average teaching evaluations from students, as well as above-average
performance reviews by Collin College. As of August 2017, Plaintiff had never received reprimand
or formal disciplinary action from the Collin College administration.
In August 2017, the Dallas Morning News published an open letter supporting the removal
of confederate monuments in Dallas. Plaintiff signed her name on the open letter and listed “Collin
College” under her signature. Faculty members at other public institutions also signed the petition
and included the name of their college or university under their signature (Dkt. #1-7). On August
24, 2017, the Collin College Dean of Student and Enrollment Service asked Plaintiff to remove
the reference to the college from the letter.
In April 2018, Plaintiff signed a three-year full-time faculty contract (the “Contract”) with
Collin College that included the following terms:
The Contract is subject to Collin College’s Board Policies, Collin College’s Core
Values, rules, procedures, regulations, and all applicable state and federal laws and
regulations. Therefore, [Plaintiff] agrees to comply with Collin College’s Board
policies, Colling College Core Values, rules, procedures, regulations, all applicable
federal and state law and any administrative directives
(Dkt. #9 at p. 3).
In fall 2018, the Collin College faculty elected Plaintiff to the Faculty Council (the
“Council”), a voluntary group that serves to provide input into Collin College’s governances. As
a faculty member with expertise in educational curriculum and instruction, Plaintiff was
“specifically considered specialized in online teaching” (Dkt. #22-1 ¶ 10).
This specialization became particularly important in 2020 when the COVID-19 pandemic
disrupted the globe and created novel issues for educators and higher-ed administrators. Having
received complaints from their colleagues about the prospect of returning to in-person teaching,
Plaintiff and the Council issued a resolution to Collin College that summarized the collective
concerns of the faculty about teaching during the pandemic, and it proposed solutions pursuant to
those concerns. The District President of Collin College, Defendant Dr. H. Neil Matkin
(“Defendant Matkin”), was not pleased with the resolution. He expressed that the Council may not
have fully represented the faculty, “find[ing] it ironic that some of the chief proponents of closing
[the] campuses and going fully online failed to speak to the faculty they were charged to represent”
(Dkt. #5 ¶ 18).
Plaintiff continued communicating her concerns to the senior administration. On August 4,
2020, Plaintiff emailed the Vice President of Collin College, Defendant Dr. Toni Jenkins
(“Defendant Jenkins”), inquiring as to whether pre-semester faculty meetings would have a virtual
attendance option for those with accommodations. Defendant Jenkins never responded.
Additionally, Plaintiff posted on a social media account that Collin College was requiring many
teachers and students to return to class in-person. She urged followers to “consider emailing the
college president, Dr Matkin, and asking for a simple solution” (Dkt. #9-2).
Soon after this, Plaintiff and other faculty members organized a Collin College chapter of
the Texas Faculty Association (the “TFA” or the “union”), a local affiliate of the Texas State
Teachers Association and the National Education Association. The union’s mission is to protect
the rights of higher education faculty. Plaintiff agreed to serve as the secretary and treasurer of the
local union chapter. Without Plaintiff’s knowledge, the union listed this local chapter as the “Collin
College-Plano” local chapter on its website, providing Plaintiff’s personal email address as the
contact information.
Several issues related to the local union chapter arose between Plaintiff and Collin College
in the following months. Prior to September 2020, the Collin College administration was unaware
of Plaintiff’s role in helping to organize the college’s union chapter. On September 22, 2020,
Plaintiff asked the Council president, Dr. Kat Balch, if Plaintiff could announce the local union
chapter during the Council meeting. Dr. Balch responded that Defendant Jenkins had advised that
faculty members “absolutely [could not] make an announcement about the existence or solicit
membership in TFA as it’s an organization clearly associated with state and national labor
organizations/unions” (Dkt. #1 ¶ 25).
On September 28, 2020, the Collin College Dean of Academic Affairs and Workforce
called Plaintiff to request that she remove any mention of Collin College, as well as Plaintiff’s
contact information, from the union’s website. During the call, the Dean relayed to Plaintiff, “I
have dreaded calling you all day, but we need you to get the college’s name off the [union] website
because we cannot be associated with a union” (Dkt. #22 at p. 6). Within 48 hours, the union
removed the details. Then, in December 2020, the local union chapter submitted a proposal for a
panel at Collin College’s Faculty Development Conference, which was initially approved and
designated a specific presentation slot. After the panel had been approved, Defendant Jenkins
pulled the presentation from the schedule.
The local union chapter held its first recruitment meeting at Collin College on January 28,
2021 after advertising the event on social media. That same day, Mary Barnes-Tilley, a provost
for Collin College, and Chief Human Resources Officer, Floyd Nickerson, met with Plaintiff and
informed her that Collin College would not be renewing her teaching contract. Plaintiff learned at
this meeting that three senior faculty members had recommended Plaintiff’s contract extension—
but that Defendants Matkin and Jenkins overruled those recommendations. In making her
nonrenewal recommendation, Defendant Jenkins asserts she considered the following criteria,
which is outlined in the Collin College Board’s policies:
- Whether the faculty member advances the vision and mission of the college;
- Whether the faculty member follows established policies, procedures and channels of
communication;
- Whether the faculty member serves effectively on committees, task forces, or other
planning structures, which is part of [the faculty’s] shared governance responsibilities;
- Whether the faculty member adheres to [the college’s] core values; and
- Whether the faculty member collaborates well or professionally with other faculty and
staff, and others.
(Dkt. #9 at pp. 3–4). Plaintiff, however, responds that she was provided two reasons for the
nonrenewal: (1) for challenging Collin College’s COVID-19 reopening plans; and (2) for
referencing Collin College in publicly accessible websites on two occasions (Dkt. #1 ¶ 40).
Plaintiff then turned to the college’s grievance procedures. She sent a letter to the
appropriate review panel requesting that it grant her grievance and reinstate her to the three-year
contract that her dean, associate dean, and provost had previously approved (Dkt. #1 ¶ 43). In her
nine-page grievance with thirty attached exhibits, Plaintiff alleged that, by refusing to renew her
contract, Collin College, Matkin, and Jenkins violated the First Amendment of the United States
Constitution, as well as Article I §§ 8, 27 of the Texas Constitution.1
Both Defendants Jenkins and Matkin responded to this grievance in writing. In these
responses, Defendants expressed that the nonrenewal was based on Plaintiff’s improper use of
Collin College’s name in publicly accessible websites in 2017 and 2020 and her decisions to “exert
external pressure on the college to not reopen as planned,” thereby undermining decisions made
by the Board of Trustees (Dkt. #1-7 at pp. 3–4). Defendant Jenkins also acknowledged that Plaintiff
had “demonstrated several characteristics of an excellent faculty member”; received “positive
classroom evaluations and student evaluations”; and “been engaged in college service throughout
her employment” (Dkt. #22 at p. 13).
After asserting her grievance through all the appropriate channels, Plaintiff’s nonrenewal
appeal was denied. Accordingly, on September 22, 2021, Plaintiff brought the present action under
1 The Court notes that Plaintiff also alleged violations of the Fourteenth Amendment due process clause and Article I
§ 19 of the Texas Constitution in her grievance. She initially asserted those claims in this Court but has decided not
to pursue them further (Dkt. #22 at p. 7 n.1).
42 U.S.C. § 1983, asserting claims against Defendant Matkin and Defendant Jenkins in both their
official and individual capacities (collectively, “Defendants”)2 for violating the First Amendment
of the United States Constitution, as well as Article I §§ 8, 27 of the Texas Constitution. Plaintiff
specifically alleges that Defendants unconstitutionally retaliated against her for exercising her
rights to free speech and free association.
On February 10, 2022, Defendants in their individual capacities moved to stay discovery
and for partial summary judgment, invoking the defense of qualified immunity (Dkts. #8–9).
Plaintiff responded to the present motion on March 17, 2022 (Dkt. #22). On March 24, 2022,
Defendants replied (Dkt. #24), and on March 31, 2022, Plaintiff filed her sur-reply (Dkt. #25).
LEGAL STANDARD
The purpose of summary judgment is to isolate and dispose of factually unsupported claims
or defenses. See Celotex Corp. v. Catrett, 477 U.S. 317, 327 (1986). Summary judgment is proper
if the pleadings, the discovery and disclosure materials on file, and any affidavits show “that there
is no genuine issue as to any material fact and that the movant is entitled to judgment as a matter
of law.” FED. R. CIV. P. 56(a). A dispute about a material fact is genuine “if the evidence is such
that a reasonable jury could return a verdict for the nonmoving party.” Anderson v. Liberty Lobby,
Inc., 477 U.S. 242, 248 (1986). The trial court must resolve all reasonable doubts in favor of the
party opposing the motion for summary judgment. Casey Enters., Inc. v. Am. Hardware Mut. Ins.
Co., 655 F.2d 598, 602 (5th Cir. 1981) (citations omitted). The substantive law identifies which
facts are material. Anderson, 477 U.S. at 248. Typically, the party moving for summary judgment
has the burden to show that there is no genuine issue of material fact and that it is entitled to
judgment as a matter of law. Id. at 247. However, a qualified immunity defense “changes the nature
2 Collin College is also a named Defendant in this action but is a non-movant for purposes of the current motion for
summary judgment.
of the summary-judgment burden, how and when the burden shifts, and what it takes to satisfy the
burden.” Joseph v. Bartlett, 981 F.3d 319, 329 (5th Cir. 2020); Brown v. Callahan, 623 F.3d 249,
253 (5th Cir. 2010).
The doctrine of qualified immunity protects government officials from suit “unless their
conduct violates a clearly established constitutional right.” DePree v. Saunders, 588 F.3d 282, 287
(5th Cir. 2009) (citations omitted). This immunity protects “all but the plainly incompetent or those
who knowingly violate the law.” Id. A plaintiff seeking to defeat qualified immunity must show:
“(1) a violation of a constitutional right” and “(2) that the right at issue was clearly established at
the time of the violation.” Id. When a defendant asserts qualified immunity in a motion for
summary judgment, “[t]he plaintiff must show that there is a genuine dispute of material fact and
that “the plaintiff’s version of those disputed facts . . . constitute a violation of clearly established
[constitutional] law.” Joseph, 981 F.3d at 330. Still, the court is to “view[] the facts in the light
most favorable to the nonmoving party and draw[] all reasonable inferences in its favor.” Id.
Moreover, the court must consider all of the evidence but refrain from making any credibility
determinations or weighing the evidence. See Turner v. Baylor Richardson Med. Ctr., 476 F.3d
337, 343 (5th Cir. 2007).
ANALYSIS
Defendants move for summary judgment on the basis of qualified immunity. Specifically,
Defendants assert they are entitled to summary judgment because Plaintiff has not alleged facts
sufficient to establish that Defendants’ conduct violated “clearly established” free speech and
association rights (Dkt. #9 at p. 13). Plaintiff responds that Defendants violated clearly established
law by nonrenewing Plaintiff’s contract because of her association with a union and her speech on
matters of public concern (Dkt. #22 at p. 20). The Court first considers whether Plaintiff has
evinced facts that constitute a constitutional violation. See Vincent v. City of Sulphur, 805 F.2d
543, 547 (5th Cir. 2015) (indicating the district court has discretion to consider either qualified
immunity prong first). Second, the Court considers whether the Defendants’ conduct was in
violation of clearly established law.
I. Constitutional Violation
To overcome Defendants’ motion for summary judgment on qualified immunity, Plaintiff
“must show that there is a genuine dispute of material fact and that a jury could return a verdict
entitling [her] to relief for a constitutional injury.” Joseph, 981 F.3d at 330. Viewing the facts in
the light most favorable to Plaintiff, the Court considers whether Plaintiff has offered evidence
that demonstrates a violation of her freedom of speech and/or her freedom of association under the
First Amendment.
A. Freedom of Speech
Plaintiff alleges that Defendants nonrenewed her teaching contract in retaliation against
her speaking as a private citizen on a matter of public concern. Specifically, Plaintiff alleges that
Defendants’ nonrenewal of her contract was motivated by their disapproval of Plaintiff’s speech
regarding confederate monuments, the global pandemic, and unions.
“[T]he First Amendment prohibits a public employer from retaliating against an employee
for exercising his right to speak on a matter of public concern.” Tompkins v. Vickers, 26 F.3d 603,
606 (5th Cir. 1994). A First Amendment retaliation claim involving the employment relationship
contains four elements: (1) the plaintiff suffered an adverse employment decision; (2) the
plaintiff’s speech involved a matter of public concern; (3) the plaintiff’s interest in commenting
on the matter of public concern outweighs the defendants’ interest in promoting workplace
efficiency; and (4) the protected speech motivated the defendants’ actions. DePree v. Saunders,
588 F.3d 282, 286–87 (5th Cir. 2009), abrogated on other grounds by Sims v. City of Madisonville,
894 F.3d 632, 640 (5th Cir. 2018). When a public university professor asserts a First Amendment
speech claim, the second and third elements are analyzed under the Pickering-Connick balancing
standard. The standard requires that the professor show he or she was (1) “disciplined or fired for
speech that is a matter of public concern, and (2) [his or her] interest in the speech outweighed the
university’s interest in regulating the speech.” Buchanan v. Alexander, 919 F.3d 847, 853 (5th
Cir.) cert. denied, 140 S. Ct. 432 (2019).
1. Adverse Employment Action and Matter of Public Concern
It is undisputed that Plaintiff suffered an adverse employment decision. The Supreme Court
has consistently held that “the nonrenewal of a nontenured public school teacher’s[] contract may
not be predicated on h[er] exercise of First . . . Amendment rights.” Perry v. Sindermann, 408 U.S.
593, 598 (1972). Further, Defendants do not contest that Plaintiff’s speech regarding confederate
monuments, the global pandemic, and unions were matters of public concern. See Branton v. City
of Dall., Tex., 272 F.3d 730, 739 (5th Cir. 2001) (“Matters of public concern are those which can
‘be fairly considered as relating to any matter of political, social, or other concern to the
community’” (quoting Connick v. Myers, 461 U.S. 138, 146 (1983))). Importantly, however, that
the content of the speech was a matter of public concern is not enough. “[I]nstead of asking only
if the speech at issue was on a matter of public concern, a court must first decide whether the
plaintiff was speaking as a citizen disassociated with [her] public duties, or whether the plaintiff
was speaking in furtherance of the duties of his or her public employment.” Howell v. Town of
Ball, 827 F.3d 515, 522–23 (5th Cir. 2016) (citing Garcetti v. Ceballos, 547 U.S. 410, 421 (2006)).
Put differently, even if the employee spoke on a matter of public concern, there is no First
Amendment protection if that speech was “made in furtherance of a public employee’s official
duties.” Id.
In determining whether Plaintiff’s speech was made in furtherance of her official duties,
the Court considers “whether the speech at issue is itself ordinarily within the scope of an
employee’s duties, not whether it merely concerns those duties.” Lane v. Franks, 573 U.S. 228,
240 (2014). The Court may “review a number of factors” on this point, “including the internal
versus external nature of the speech, the employee’s formal job description, whether the employee
spoke on the subject matter of his or her employment, and whether the speech resulted from special
knowledge gained as an employee.” Harris v. Noxubee Cnty., Miss., 350 F. Supp. 3d 592, 599
(S.D. Miss. 2018) (citations omitted).
Plaintiff asserts three occasions in which she spoke on a matter of public concern: in
supporting removal of confederate monuments in Dallas, raising concerns about the Collin College
pandemic reopening plan, and in associating with a union. Defendants do not contend that
Plaintiff’s speech pertaining to confederate monuments or the union were made pursuant to her
official duties. Rather, Defendants assert that Plaintiff’s “speech concerned her own working
conditions and duties in returning as a teacher when the College reopened its campuses to some
in-person learning in the summer of 2020” (Dkt. #34 at p. 3). For this, Defendants conclude
Plaintiff spoke in furtherance of her official duties when she sought to exert external pressure on
Collin College regarding the plans to reopen. The Court disagrees.
Defendants take issue with Plaintiff’s social media post asking followers to “consider
emailing the college president, Dr. Matkin, and asking for a simple solution” regarding the Collin
College reopening plans for the fall semester (Dkt. #9-2). How a campus navigates its pandemic
procedures is “a subject on which [teachers] are uniquely qualified to comment.” San Diego v.
Roe, 543 U.S. 77, 80 (2004). Supreme Court precedent “recognize[s] that speech by public
employees on subject matter related to their employment holds special value precisely because
those employees gain knowledge of matters of public concern through their employment.” Lane
v. Franks, 573 U.S. 228, 240 (2014).
Plaintiff has particular expertise in virtual learning; her knowledge became even more
relevant when schools around the country were scrambling to finalize plans for the fall 2020
semester after a spring and summer derailed by the global pandemic. To be sure, Plaintiff served
on the Council and had duties related to this role that required her to represent her colleagues and
recommend solutions to the Collin County administration. Pursuant to these duties, Plaintiff
worked with other Council faculty members to propose a resolution regarding the fall 2020
semester. But Defendant Matkin rejected this resolution, and Plaintiff’s concerns, as well as those
of her colleagues, remained. Plaintiff’s post on social media was made in dissenting response to
the college’s decision to go forward with a different reopening plan, which could not have been
made in furtherance of any of her official duties.
Indeed, there is a meaningful distinction between speech about official duties and speech
in furtherance of those duties. Defendants’ own arguments highlight this distinction. Defendants
aver that Plaintiff spoke in furtherance of her official duties because “Plaintiff’s alleged speech
concerned issues related to her own workplace” (Dkt. #9 at p. 13). In the same vein, Defendants
contend that Plaintiff failed to comply with Collin College policies when she went outside of
“administrative channels of communication with respect to operational issues affecting [her] job”
(Dkt. #9 at p. 14). If Plaintiff failed to comply with the college’s policies by publicly engaging in
speech about the Collin College plans to reopen, Plaintiff could not have, therefore, also been
commenting in furtherance of her official duties as a professor or Council representative. As a
Collin College professor and expert in virtual learning, Plaintiff was a “member[] of [the]
community most likely to have informed and definite opinions as to how” the campus should
navigate its reopening during the COVID-19 pandemic. Pickering v. Bd. of Ed., 391 U.S. 563, 572
(1968); Lane, 573 U.S. at 240. Although Plaintiff “raise[d] complaints or concerns up the chain of
command at [her] workplace about [her] job duties,” she also took her “job concerns to persons
outside the workplace.” Davis v. McKinney, 518 F.3d 304, 313 (5th Cir. 2008). Plaintiff made
these “external communications . . . as a citizen, not an employee.” Id.
2. Pickering-Connick Balancing
Next, the Court determines whether Plaintiff’s “interest in the speech outweighed the
[college’s] interest in regulating the speech.” Buchanan, 919 F.3d at 853. Plaintiff contends that
her “interests in speaking on matters of public concern outweigh the College’s interest in
efficiency” (Dkt. #22 at p. 29). Defendants respond to this argument to assert that the balancing
test becomes particularly relevant when the Court considers the “clearly established law” prong of
qualified immunity (Dkt. #24 at pp. 4–5).
The Court finds that, viewed in the light most favorable to Plaintiff, the evidence
establishes that Plaintiff’s interest in her speech outweighed Defendants’ interest in regulating it.
For one “[t]here is considerable value . . . in encouraging, rather than inhibiting, speech by public
employees,” Lane, 573 U.S. at 236, as “[g]overnment employees are often in the best position to
know what ails the [employers] for which they work.” Waters v. Churchill, 511 U.S. 661, 674
(1994) (plurality opinion). The value is two-fold, stemming from both “the public’s interest in
receiving informed opinion” as well as “employee’s own right to disseminate it.” San Diego, 543
U.S. at 82. And second, Defendants have offered the Court no argument nor pointed to evidence
that would tilt the balance in their favor. “The indispensable predicate to balancing . . . is evidence
from the public employer of actual or incipient disruption to the provision of public
services. . . . Without such evidence, ‘there simply is no countervailing state interest to weigh
against the employee’s First Amendment rights.’” Grogan v. Lange, 617 F. App’x 288, 291 (5th
Cir. 2015) (quoting Vojvodich v. Lopez, 48 F.3d 879, 884 (5th Cir. 1995)).
3. Motivating Factor
Lastly, the Court considers whether Plaintiff has sufficiently shown that her protected
speech motivated the Defendants’ actions, which remains a question of disputed fact. After a
plaintiff shows that her protected speech was a motivating factor in the adverse employment
decision, a defendant has the opportunity of showing, by a preponderance of the evidence, that it
would have taken the same adverse employment action regardless. See Mt. Healthy City Sch. Dist.
Bd. of Educ. v. Doyle, 429 U.S. 274, 287 (1977).
Plaintiff has sufficiently shown that her protected speech was a motivating factor in
Defendants’ nonrenewal of her teaching contract. Plaintiff and Defendants provided evidence of
Plaintiff’s excellent teaching record at Collin College and evidence that Defendant Jenkins
believed Plaintiff had “demonstrated several characteristics of an excellent faculty member
throughout her employment (Dkt. #22 at p. 13). It was not until Plaintiff became vocal about her
stances on Collin College’s COVID-19 reopening plans and Plaintiff’s association with a union
that Defendants denied her contract renewal. Further, the only two senior administrators who
declined to approve Plaintiff’s contract renewal are those that had expressed disapproval of the
Council’s COVID-19 resolution proposal and the local union chapter—the Defendants. This is
more than enough evidence for Plaintiff to meet her burden. Although Defendants offer the
conclusory assertion that Plaintiff’s speech was not a motivating factor in their nonrenewal
decision, the Court accepts the facts in light of Plaintiff’s proffered version of events. The facts
are supported by evidence, and in the Fifth Circuit, “summary disposition of the causation issue in
First Amendment retaliation claims is generally inappropriate.” Haverda v. Hays Cnty., 723 F.3d
586, 599 (5th Cir. 2013).
For all the foregoing reasons, the Court finds that Plaintiff has met her burden of
establishing evidence that could support a jury’s finding that Defendants retaliated against Plaintiff
for her protected speech, in violation of the First Amendment.
B. Freedom of Association
Expressive association recognizes “associational rights derivative of the First Amendment
rights of speech, assembly, petition for redress of grievances, and exercise of religion.” Hobbs v.
Hawkins, 968 F.2d 471, 482 (5th Cir. 1992). Association with a union is considered expressive
association under the First Amendment. See Thomas v. Collins, 323 U.S. 516, 532 (1945).
To establish a constitutional claim for retaliation against the exercise of freedom of
association with a union, Plaintiff must show: 1) she suffered an adverse employment action; 2)
her interest in associating with the union “outweighed the Defendants’ interest in promoting
efficiency”; and 3) her association with the union motivated the adverse employment action.
Breaux v. City of Garland, 205 F.3d 150, 156 (5th Cir.), cert. denied, 531 U.S. 816, (2000).
Plaintiffs’ association with the union must have been “a substantial or motivating factor in the
adverse employment action.” Hitt v. Connell, 301 F.3d 240, 246 (5th Cir. 2002).
Evident from these elements, “[t]he only difference between the requirements for a
retaliation claim predicated on free speech and one predicated on free association is that the latter
‘is not subject to the threshold public concern requirement.’” Breaux, 205 F.3d at 157, n.12
(quoting Boddie v. City of Columbus, Miss., 989 F.2d 745, 747 (5th Cir. 1993)). Accordingly,
Plaintiff has met her burden of establishing evidence that could support a jury’s finding that
Defendants retaliated against Plaintiff for her expressive association. See id.
II. Clearly Established
Having found that Plaintiff met her burden of showing a violation of a constitutional right,
the Court now turns to consider whether “the right at issue was clearly established at the time of
the violation.” DePree, 588 F.3d at 287. At this juncture, Plaintiff’s version of any disputed
facts must “constitute a violation of clearly established [constitutional] law.” Joseph, 981 F.3d at
330. Plaintiff submits that Defendants violated clearly established law by nonrenewing her contract
due to her association with a union and protected speech. Defendants aver that Plaintiff “cannot
‘identify a case’ in which ‘an officer acting under similar circumstances [as Defendants] were
held to violate [the First Amendment]” (Dkt. #9 at p. 14 (quoting Joseph, 981 F.3d at 330)).
“The law is considered clearly established if the contours of the right asserted are
sufficiently clear that a reasonable official would understand that what he is doing violates that
right.” Tompkins, 26 F.3d at 606 (citing Texas Faculty Ass’n v. Univ. of Tex. at Dall., 946 F.2d
379, 389 (5th Cir. 1991)); see also Lytle v. Bexar Cnty., 560 F.3d 404, 410 (5th Cir. 2009) (“The
relevant, dispositive inquiry in determining whether a right is clearly established is whether it
would be clear to a reasonable officer that his conduct was unlawful in the situation he
confronted.”). A plaintiff is not required to produce “a case directly on point,” Ashcroft v. al-Kidd,
563 U.S. 731, 741 (2011), but the court must “be able to point to controlling authority—or a robust
consensus of persuasive authority—that defines the contours of the right in question with a high
degree of particularity.” Bevill v. Fletcher, 26 F.4th 270, 279 (5th Cir. 2022) (quoting Wyatt v.
Fletcher, 718 F.3d 496, 503 (5th Cir. 2013)).
“The central concept” underlying the current scope of qualified immunity “is ‘fair
warning.’” Cooper v. Brown, 844 F.3d 517, 524 (5th Cir. 2016) (first quoting Morgan v. Swanson,
659 F.3d 359, 372 (5th Cir. 2011) (en banc); then citing Newman v. Guedry, 703 F.3d 757, 763
(5th Cir. 2012)). “The law can be clearly established despite notable factual distinctions between
the precedents relied on and the cases then before the [c]ourt, so long as the prior decisions gave
reasonable warning that the conduct then at issue violated constitutional rights.” Id. (quoting
Newman, 703 F.3d at 763).
In determining whether Plaintiff’s rights were clearly established at the time of the alleged
violation, the Court separately considers both asserted rights.
A. Expressive Association
Plaintiff asserts that clear law establishes First Amendment protections around an
employee’s union activities. Defendants urge a much narrower view for how the Court should
consider the clearly established law, insisting “Plaintiff [] cannot identify a case” that factually
mirrors the case presently before the Court. The Court declines to take such a rigid approach,
particularly because, as discussed below, the First Amendment protections afforded to union
activity have been clearly established for decades.
“The right to organize collectively . . . is [] a fundamental right.” United Steelworkers of
Am., AFL-CIO v. Univ. of Ala., 599 F.2d 56, 61 (5th Cir. 1979) (citing Thomas v. Collins, 323 U.S.
516 (1945)). Supreme Court, Fifth Circuit, and persuasive case law consistently hold that “the first
amendment is violated by state action whose purpose is either to intimidate public employees from
joining a union or from taking an active part in its affairs or to retaliate against those who do.” Pro.
Ass’n of Coll. Educators, TSTA/NEA v. El Paso Cnty. Cmty. Coll. Dist., 730 F.2d 258, 262 (5th
Cir. 1984).
This right extends explicitly to public teachers. In 1989, the Supreme Court “affirm[ed] the
Fifth Circuit[’]s holding that a “policy limiting the rights of teachers to communicate with each
other concerning employee organizations and union activities” was “unconstitutional.” Tex. State
Tchrs. Ass’n v. Garland Indep. Sch. Dist., 489 U.S. 782, 786–93 (1989) (internal citations omitted).
Even in cases where “discrimination has not extended to actual discharge,” the Supreme Court has
found a First Amendment violation because “teachers possess constitutionally protected rights of
free association and [] section 1983 provides a remedy against state interference.” Smith v. Ark.
State Highway Emp’s. Loc. 1315, 441 U.S. 463, 464 (1979) (citing McLaughlin v. Tilendis, 398
F.2d 287 (7th Cir. 1968)). In support of its holding in Smith, the Supreme Court concluded:
The [F]irst [A]mendment protects the right of an individual to speak freely, to
advocate ideas, to associate with others, and to petition his government for redress
of grievances. And it protects the right of associations to engage in advocacy on
behalf of their members. The government is prohibited from infringing upon these
guarantees either by a general prohibition against certain forms of advocacy or by
imposing sanctions for the expression of particular views it opposes.
Id.; see also Ala. State Fed’n of Tchrs., AFL-CIO v. James, 656 F.2d 193, 197 (5th Cir. 1981).
Indeed, other circuits have recognized that “[t]he unconstitutionality of retaliating against
an employee for participating in a union was clearly established” decades ago. Morfin v.
Albuquerque Pub. Sch., 906 F.2d 1434, 1439 (10th Cir. 1990). And although “Supreme Court
precedent” makes “clear that a public employer may not constitutionally prohibit its employees
from joining together in a union, or from persuading others to do so,” the rights to associate with
a union are much broader. Roberts v. Van Buren Pub. Sch., 773 F.2d 949, 957 (8th Cir. 1985)
(citing Ark. State Highway Emp’s. Loc. 1315 v. Kell, 628 F.2d 1099, 1102 (8th Cir. 1980) (relying
on Smith, 441 U.S. 463).
Specifically, the Eighth Circuit, has found a “nonrenewal decision” unconstitutional when
that decision “may have been influenced by [] union activities,” such as “the posting of notices on
the bulletin board in the teachers’ lounge, the distribution of pamphlets and other information, the
collection of dues, and the handling of inquiries concerning the credit union.” Id. (reasoning “the
right of union membership would be meaningless unless an employee’s right to participate in union
activities were also recognized”); see also, e.g., Carter v. Kurzejeski, 706 F.2d 835, 838 (8th Cir.
1983) (employees held leadership positions in union, filed numerous unfair labor practice
complaints, and participated in grievance proceedings); El Paso Cnty. Comm. Coll., 730 F.2d at
262; Columbus Educ. Assoc. v. Columbus City Sch. Dist., 623 F.2d 1155, 1159 (6th Cir. 1980)
(“[A] reprimand to retaliate against the zealous representation by a union spokesperson of a
member’s grievance impermissibly infringes upon the constitutional right of free association.”).
Moreover, the Tenth Circuit has held that a plaintiff’s “right to association was violated
because her termination was in retaliation for her activities as faculty representative” of a union.
Saye v. St. Vrain Valley Sch. Dist. RE-1J, 785 F.2d 862, 866–67 (10th Cir. 1986). In so holding,
the Tenth Circuit instructed that “[t]he right to participate in union activities may be abridged by
a state employer only when the limitation is narrowly drawn to further a substantial state
interest. Id. at 867 (citing Key v. Rutherford, 645 F.2d 880, 885 (10th Cir. 1981)). Along similar
lines, the Fifth Circuit has repeated that “substantial interference with the educational process is a
basis for restricting the exercise of First Amendment freedoms” but that “disagreement with the
philosophy being expressed is emphatically not.” Hall v. Bd. of Sch. Comm’rs of Mobile Cnty.,
Ala., 681 F.2d 965, 972 (5th Cir. 1982) (cleaned up).
Plaintiff here provides evidence that Defendants’ nonrenewal decision may have been
motivated by her union activities. Such activities include Plaintiff’s general membership within
the union, Plaintiff’s leadership role in the union, Plaintiff’s efforts to advertise the union at a
Collin College faculty meeting, and the union’s proposal for a panel presentation at a Collin
College College’s Faculty Development Conference. Plaintiff never received official reprimand
until she joined the union. Further, and notably, Defendant Jenkins specifically prohibited mention
of the union at the faculty meetings, and she removed the union’s panel slot for the development
conference after it had already been approved and scheduled.
While a genuine issue of material fact exists as to whether Plaintiff’s union association
motivated Defendants’ nonrenewal decision, the facts viewed in the light most favorable to
Plaintiff indicate that her nonrenewal constituted retaliation in violation of clearly establish First
Amendment precedent. Accordingly, the Court finds that Defendants had “fair warning” that their
nonrenewal of Plaintiff’s contract violated Plaintiff’s First Amendment right to associate with a
union and engage in union activities. Cooper, 844 F.3d at 524. However, it is for the jury to
determine whether Plaintiff’s association with the union motivated Defendants’ nonrenewal
decision. See, e.g., Crawford-El v. Britton, 523 U.S. 574, 598 (1998) (holding “the court must
determine whether, assuming the truth of the plaintiff’s allegations, the official's conduct violated
clearly established law” for resolving the “threshold question” of qualified immunity); Zuniga v.
Yeary, No. 1:18-CV-434-RP, 2020 WL 1329908, at *4 (W.D. Tex. Mar. 20, 2020) (“[T]he Fifth
Circuit has emphasized that ‘summary disposition of the causation issue in First Amendment
retaliation claims,’ the fourth prong, ‘is generally inappropriate.’” (quoting Haverda, 723 F.3d at
595)).
B. Speech
Next, the Court considers whether the law pertaining to Plaintiff’s free speech claim was
clearly established at the time of Defendants’ nonrenewal decision. As mentioned, Plaintiff asserts
three distinct instances of speech that unconstitutionally motivated Defendants’ nonrenewal
decision: her support of removing confederate monuments in Dallas, her external disapproval
regarding Collin College’s pandemic reopening plan, and speech related to her union activities.
Neither Plaintiff nor Defendants offer substantive arguments regarding Plaintiff’s speech related
to the removal of confederate monuments. For this, and because the Court already determined that
First Amendment retaliation in response to union activities was clearly established, the Court
focuses on Plaintiff’s spoken disapproval of Collin College’s pandemic reopening plan.
Plaintiff avers that, at the time of her nonrenewal, the law clearly established that speech
related to the “ongoing global pandemic” was protected under the First Amendment. Again,
Defendants urge a narrower view, arguing that Plaintiff cannot identify a case on point that
demonstrates clearly established law in this area. Once again, the Court declines to take such a
rigid approach because “[t]he law can be clearly established despite notable factual distinctions
between the precedents relied on and the case[]” currently at issue. Cooper, 844 F.3d at 524.
Instead, the Court contemplates whether “prior decisions gave reasonable warning that the conduct
then at issue violated constitutional rights.” Id.
As an initial matter, it is important to recognize that Defendants do not contest that
Plaintiff’s speech regarding the college’s pandemic reopening plan was a matter of public concern.
Rather, Defendants’ efforts go toward arguing that Plaintiff’s speech in this context was made in
furtherance of her official duties. This argument is dead on arrival. No reasonable official could
argue that a professor acts in her official duties when calling for other private citizens to protest
against a university’s response to a public health crisis. As discussed, Defendants themselves argue
against their own point, taking issue with Plaintiff’s “fail[ure] to work collaboratively through
shared governance using administrative channels of communication” (Dkt. #9 at p. 5). In other
words, Defendants by their own admission fired Plaintiff in part for using her private social media
account to inform the public about a matter of public concern. As reasoned more thoroughly blow,
this is clearly unconstitutional.
Broadly, “First Amendment rights, applied in light of the special characteristics of the
school environment, are available to teachers and students.” Tinker v. Des Moines Indep. Cmty.
Sch. Dist., 393 U.S. 503, 506 (1969). More specifically, the Fifth Circuit has recognized that “the
physical safety and well-being of [] school children is [] important an issue for public scrutiny.”
Swilley v. Alexander, 629 F.2d 1018, 1021 (5th Cir. 1980). While this case does not involve public
school children, the point stands that:
the more important the subject matter is to the public, the sharper the reaction will
be by those whose conduct may be called into question. It is precisely the
probability of oppressive over-reaction by the powers that be which requires our
constant vigilance of the First Amendment protections accorded all public
employees.
Id. “The public import of” Plaintiff’s post “is underscored by its context: it was sent at a time when
COVID-19 had caused a statewide public health emergency and had been declared a pandemic.”
Woolslayer v. Driscoll, No. CV 20-573, 2020 WL 5983078, at *4 (W.D. Pa. Oct. 8, 2020). With
this backdrop, the Court concludes it is beyond debate that stopping the spread of COVID-19 was
a matter of public importance in fall 2020.
It is also beyond debate that when a public employee engages in protected speech, it is
immaterial that social media serves as the vehicle for such speech. “[S]ocial networking sites like
Facebook have [] emerged as a hub for sharing information and opinions with one’s larger
community.” Liverman v. City of Petersburg, 844 F.3d 400, 408 (4th Cir. 2016) (holding that “[i]n
light of the First Amendment protection accorded to the [social media] posts . . . the discipline
[plaintiffs] received pursuant to the social networking policy was unconstitutional”). “Terminating
an employee for engaging in protected speech . . . is an objectively unreasonable violation of such
an employee’s First Amendment rights,” Charles v. Grief, 522 F.3d 508, 511 (5th Cir. 2008), even
if that speech is expressed through social media. See Zuniga v. Yeary, No. 1:18-CV-434-RP, 2020
WL 572724, at *6 (W.D. Tex. Feb. 5, 2020), report and recommendation adopted, No. 1:18-CV-
434-RP, 2020 WL 1329908 (W.D. Tex. Mar. 20, 2020), appeal dismissed, No. 20-50326, 2020
WL 9310321 (5th Cir. Sept. 15, 2020) (denying motion to dismiss where plaintiff alleged that
defendant “terminated [her] because she expressed those views on Facebook” and that her
employer “regularly gave [plaintiff] strong, positive feedback about her performance” and “never
wrote [her] up or disciplined her during her many years of employment”).
Applying these clearly established principles, the Court finds that, at the time of Defendants
nonrenewal decision, Plaintiff had a clearly established right to use her private social media
account as a vehicle for engaging the public in a governmental response to a matter of public
concern. Plaintiff provides evidence that Defendants’ nonrenewal decision may have been
motivated by her speech in opposition to the college’s fall 2020 plans to reopen. Notably, both
Defendants specifically cite Plaintiff’s “indirect means to exert external pressure on the college to
not reopen as planned and to challenge operational decisions” as a reason for her nonrenewal
(Dkt. #9 at p. 4). Accordingly, the Court finds that Plaintiff’s claims of retaliation in violation of
her First Amendment rights to speech and association survive Defendants’ motion for summary
judgment.
CONCLUSION
It is therefore ORDERED that Defendants H. Neil Matkin and Toni Jenkins’ Motion for
Summary Judgment on Qualified Immunity, filed in Defendants’ individual capacities (Dkt. #9)
is DENIED.
IT IS SO ORDERED.