Opinion

Metropolitan Nashville Education Association and James Fuller v. The Metropolitan Board of Public Education

Court
Court of Appeals of Tennessee
Filed
Mar 7, 2013
Status
Published
On the bench
Presiding Judge Patricia Cottrell
Cited by
0 cases
Authority
More cited than 29.2%

The opinion

IN THE COURT OF APPEALS OF TENNESSEE

AT NASHVILLE

August 23, 2012 Session

METROPOLITAN NASHVILLE EDUCATION ASSOCIATION AND

JAMES FULLER v. THE METROPOLITAN BOARD OF PUBLIC

EDUCATION

Appeal from the Chancery Court for Davidson County

No. 04391I Claudia Bonnyman, Chancellor

No. M2011-02242-COA-R3-CV - Filed March 7, 2013

A teacher at Overton High School, who was also a sports coach, challenged the nonrenewal

of his coaching contract, claiming the nonrenewal was not in accordance with Tenn. Code

Ann. § 49-5-510. The trial court found the contract was not renewed because the teacher

refused to follow the guidelines for handling money collected at the sporting events and that

the former coach had not met his burden of proof under the statute. We conclude the

evidence supports the trial court’s ruling and affirm the judgment.

Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Chancery Court Affirmed

P ATRICIA J. C OTTRELL, P.J., M.S., delivered the opinion of the Court, in which A NDY D.

B ENNETT and R ICHARD H. D INKINS, JJ., joined.

Richard Lee Colbert, Courtney Lynch Wilbert, Franklin, Tennessee, for the appellant, James

Fuller.

Lora Barkenbus Fox, Emily Herring Lamb, Paul Jefferson Campbell, II, Nashville,

Tennessee, for the appellee, The Metropolitan Board of Public Education.

OPINION

The procedural history and facts of this case are set forth in two earlier opinions,

Metropolitan Nashville Educ. Ass’n v. Metropolitan Bd. of Public Educ., 2006 WL 2619982

(Tenn. Ct. App. Sept. 12, 2006), and Metropolitan Nashville Educ. Ass’n v. Metropolitan Bd.

of Public Educ., 2009 WL 837884 (Tenn. Ct. App. March 30, 2009), and will not be restated

herein except to the extent necessary to address the issue presently before us. The only issue

we are asked to decide today is whether the nonrenewal of James Fuller’s coaching contract

was lawful in accordance with the requirements of Tennessee Code Annotated § 49-5-510.

The trial court held that Mr. Fuller failed to carry his burden of proving the nonrenewal was

arbitrary and capricious, or improperly motivated and not necessary to the efficient operation

of the school system. For the reasons set forth below, we affirm the trial court’s judgment.

I. B ACKGROUND

James Fuller was a mathematics teacher and head coach for boys’ basketball and

baseball at Overton High School. He was placed on administrative leave in the spring of

2002 after the principal learned that Mr. Fuller was not following established procedures for

selling tickets at ball games and turning the collected money over to the school in a timely

fashion. Mr. Fuller was transferred to Hillsboro High School for the 2002-03 school year,

and he was not assigned to coach any sports teams during that year. Mr. Fuller was returned

to Overton for the 2003-04 school year, but he was not returned to his former coaching

positions.

In February 2004 Mr. Fuller filed a complaint in the chancery court claiming, inter

alia, that relieving him from his coaching duties was equivalent to a “transfer” as that term

is used in Tenn. Code Ann. § 49-5-510.1 Mr. Fuller alleged that his transfer was arbitrary

and capricious, not necessary to the efficient operation of the school system, and otherwise

in violation of Tenn. Code Ann. § 49-5-510. Mr. Fuller requested the court to reinstate him

to his previous assignment as baseball and basketball coach and compensate him for his

monetary losses.2

The trial court granted the Metropolitan Board of Education’s (the “Board’s”) motion

for summary judgment and ruled against Mr. Fuller on his breach of contract claim, but it did

not specifically address Mr. Fuller’s § 49-5-510 statutory claim. Mr. Fuller appealed the trial

court’s judgment, and the Court of Appeals reversed the trial court’s award of summary

judgment. This court declined to address Mr. Fuller’s argument that the trial court erred

when it granted summary judgment on his claims brought under Tenn. Code Ann. § 49-5-

510.

The Board appealed the Court of Appeals’ judgment to the Tennessee Supreme Court,

which issued a per curiam order on February 25, 2008, remanding the case to the Court of

1

Mr. Fuller also alleged in his complaint breach of contract and unlawful acts under Tenn. Code Ann.

§ 49-5-609, which claims are not presently before us.

2

Although Mr. Fuller was removed from his coaching responsibilities in the spring of 2002, he

continued to be compensated as a coach through the end of the term.

-2-

Appeals for reconsideration in light of the Supreme Court’s opinion in Lawrence County

Education Association v. Lawrence County Board of Education, 244 S.W.3d 302 (Tenn.

2007). On remand, this Court recognized that shifting a teacher with athletic coaching

responsibilities to a full-time teaching position is typically a “transfer” rather than a dismissal

or suspension, and explained that the Lawrence County decision provides the analysis to use

when a teacher challenges the loss of a coaching position under Tenn. Code Ann. § 49-5-510.

Metropolitan Nashville, 2009 WL 837884, at *4 (citing White v. Banks, 614 S.W.2d 331, 334

(Tenn. 1981)).3

Because the trial court had made no ruling on Mr. Fuller’s statutory claim brought

pursuant to Tenn. Code Ann. § 49-5-510, this Court remanded the case back to the trial court

to consider Mr. Fuller’s statutory claim in light of Lawrence County. Specifically, this Court

instructed the trial court to determine whether Mr. Fuller’s transfer (nonrenewal of his

coaching duties) “could be classified as for the efficient operation of the school system,”

keeping in mind the presumption of good faith associated with teacher transfers.

Metropolitan Nashville, 2009 WL 837884, at *5 (quoting Lawrence County, 244 S.W.3d at

315 (itself quoting McKenna, 574 S.W.2d at 530) (internal quotations removed)).

II. T RIAL C OURT P ROCEEDINGS

The trial court tried Mr. Fuller’s claim in August 2011 and announced its ruling in

open court, following up with a written Final Order. The trial court issued an extensive and

thorough ruling from the bench including:

[T]he plaintiff, a teacher at Overton High School, sued his employer for

damages from lost coaching wage supplements and seeks reinstatement as

coach of the boys’ basketball and boys’ baseball teams pursuant to TCA

Section 49-5-510. . . .

[T]he plaintiff contends that the transfer statute at TCA 49-5-510

provided protection or rights for him, when in 2002 he was renewed as a

coach. The plaintiff asserts that, based upon the language of the statute, the

decision to remove the plaintiff from his coaching positions at Overton must

be made personally by the director of schools, and it is the director’s obligation

to assure that the nonrenewal of his coaching position was for the efficient

operation of the school system.

3

“Transfer” is defined as “removal from one (1) position to another position under jurisdiction of

the same board.” Tenn. Code Ann. § 49-5-501(12) (Supp. 2012).

-3-

According to the plaintiff, although he was criticized for his collection,

control, and reporting of admission money at athletic events, he actually had

very few duties as regards money responsibilities and the athletic events. The

real reason he was not renewed, says the plaintiff, was not because he failed

to follow the money guidelines, but because he supported an unsuccessful

candidate for principal. As a result, says the plaintiff, the successful appointed

principal conducted a personal vendetta against him. Another reason for the

vendetta, says the plaintiff, was that another teacher at Overton stirred up

support for his retention over and against the wishes of the principal.

Although the plaintiff was returned to Overton as a teacher pursuant to

an arbitration award, he was not returned to his coaching duties, even though

incumbent coaches generally retain their coaching assignment from year to

year unless he does something to warrant removal. Because there was no

annual process of contracting with the plaintiff to serve as coach, the plaintiff

reasons that he had an expectation of serving as coach year after year.

.....

The Metropolitan Board of Public Education, hereafter the Board,

contends, that although the plaintiff is entitled under the law of the case to a

direct challenge of the nonrenewal of his coaching positions under TCA

Section 49-5-510, he does not have tenure in that position and he cannot

assume renewal of his coaching contract each year. The Board asserts that

there is no contract for coaching beyond the year-to-year assignment by the

director made under TCA Section 49-2-301(b)(1)(FF), and in such coaching

position, there’s no right to formal charges and a hearing before a teacher is

nonrenewed in the year-to-year coaching job.

The Board argues that principals are responsible for administration and

control of a school’s athletic program and that principals name coaches on a

yearly basis. The Board claims that TCA 49-2-303 places a duty on principals

to provide recommendations to the director of schools regarding appointment

and dismissal of all personnel assigned to the principal’s school, and that

consequently, the Overton principal was exercising her duties when she

recommended that for the year of 2002 and 2003 the plaintiff should not be

reassigned to Overton’s baseball and basketball coaching positions.

According to the Board, the principal at Overton, Dr. Dillard, had valid

reasons for concluding that the plaintiff was not fulfilling his obligations

-4-

relating to money that came along with his head coaching position.

-5-

Further, when the plaintiff was returned to Overton as a result of the

arbitration award, Principal Dillard did not learn of his return until after she

had recommended and accepted other teachers to coach boys’ basketball and

boys’ baseball. Ultimately, says the Board, nonrenewal of the plaintiff’s two

coaching positions was necessary to the efficient operation of the school

system and was not an arbitrary and capricious decision.

The trial court described the issues it had to decide as (1) whether Mr. Fuller carried

his burden to show that nonrenewal of his coaching contract was arbitrary and capricious or

improperly motivated and (2) whether the director of schools must decide personally not to

renew Mr. Fuller’s coaching contract, or whether the director may delegate this decision to

his central office staff.

The trial court made the following findings of fact, none of which are challenged by

either party on appeal:

The plaintiff taught math at Overton High School from 1983 until the

spring of 2002. He was assistant football and basketball coach at the same

school, and in 1991, he began helping the baseball coach. He became the head

boys’ base - - basketball coach in 1996 and later became head coach for boys’

baseball. . . . The Board did not have written contracts for coaching positions

and the plaintiff did not sign a contract to coach.

.....

Tickets were sold for admission at the baseball games for the first time

during the 2001 and 2001 school year. Tickets to basketball games and to a

few annual tournaments had been sold at the gate for years.

.....

The proof was that the school educated the coaches each year about

ticket reconciliations and what to do with the moneys that were collected at

games: that is, to turn in the money to the business manager as soon as

possible.

The plaintiff was present at a meeting for the coaches - - at meetings for

the coaches. The plaintiff stated that the rule at Overton was to turn over the

funds as soon as possible. The plaintiff knew it was not an accepted practice

to take collected money home. The plaintiff testified to such. The plaintiff

-6-

admitted it maybe was not a good idea to have students involved in taking up

money at games, but he did have students cover gates at baseball games

because he was busy and he thought this practice would get students to come

to the games. . . . The plaintiff was aware of the obligation to reconcile tickets

by tearing tickets, but this was not done during the baseball games by the

students nor was it done at the Christmas basketball tournament where he was

in charge of tickets.

The plaintiff stated he was told the policies every year for handling the

money but he handled the money just as others before him had handled the

money. . . .

The plaintiff took the money home from the first five baseball games.

This was about $800 as he found out when he finally collected the money and

brought it to the school on the demand from the principal, Dr. Dillard.

.....

At an in-service in early 2002, Monica Dillard continued with her

efforts to educate the teachers and remind them about basic rules for

management of funds belonging to the school and collected from any source.

Her written faculty note of the week of February 2002 advises Overton

teachers that the school’s financial records show areas that must be corrected.

She recounted in the February faculty note the auditor’s concern that teachers

should deliver total collections to the bookkeeper daily. The teacher logs

would include teacher - - student names and indicate total funds turned in.

Money should be given to the bookkeeper in the manner it was collected, cash

or check.

.....

[I]n March of the same year, the athletic principal, Mr. Armistead, sent

a written memo to all coaches about ticket reconciliation and ticket funds. The

memo was short and to the point. It stated that any and every athletic event,

no matter how little or how much is collected, the teacher must complete the

ticket reconciliation form. . . . No coach should handle the money other than

to give it to Coach Anderson, and there’s absolutely positively no exception

to the rule, which applies during all seasons. If Coach Anderson was not

available for some reason, then his assistant would take the funds. This memo

was also provided to all the coaches, including the plaintiff.

-7-

In late March 2002 or thereabouts, however, Paul Brunette, an assistant

principal at Overton, witnessed the exact ticket problems which had been

brought to Monica [Dillard]’s attention by the auditors. As Paul Brunette

entered the gym for a game, he noticed that a teacher at the gate was not

tearing tickets. The teacher had been told by the plaintiff not to tear tickets.

He had also then seen - - Paul Brunette had also seen at an Overton baseball

game that students had the cash box and they were not tearing tickets, they

were just collecting money. He reported these two incidents and this financial

funding management problem to Monica Dillard.

Armed with this report from Paul Brunette and concerned about the fact

that the school baseball account was depleted with some invoices outstanding,

Monica Dillard met with the plaintiff to address the money problems. She

asked if he knew of money due the baseball account and he responded that he

had about $600 at home, receipts from the baseball games.

The plaintiff was directed to collect the money and bring it to Dr.

Dillard. The money that was turned in was actually about $800. Dr. Dillard

reported the financial picture surrounding the plaintiff’s conduct to the central

office, and soon thereafter, the plaintiff was placed on administrative leave

with pay for the purpose of an investigation. The plaintiff was removed from

the classroom and from coaching during the leave.

Based on these findings of fact, the trial court then turned to the issues before it and

concluded, first, that Mr. Fuller’s transfer was for the efficient operation of the school system

and was not arbitrary or capricious:

Although the plaintiff believes that Dr. Dillard caused his nonrenewal

as coach and his transfer because he did not support her as a future principal

at Overton, there was ample reason to remove the plaintiff during the school

year over his failure to handle funds properly.

Further, the nonrenewal of the plaintiff in his coaching position where

he would be confronted with rules for money that he would not follow was for

the efficient operation of the school system and was not arbitrary and

capricious. There was no proof except the plaintiff’s unfounded suspicions

that Dr. Dillard had negative feelings about him that were unfair and without

good cause.

-8-

.....

[T]he Court finds that there is ample proof that the reason for

nonrenewing the plaintiff’s coaching position was that, although the plaintiff

was aware of the rules, the plaintiff did not seem to accept the reasoning for

the rules and, therefore, the plaintiff was satisfied with collecting the funds and

reporting the funds as had been done in earlier years and by other persons

besides himself. And as a head coach, the plaintiff had the duty and the

obligation to serve as a model to the students in educating them about

accountability as regards money. The plaintiff had the obligation and the duty

to follow rules, especially rules which would protect the school, would protect

the school from accusations about wrongdoing with money, would protect the

school from distraction from education.

The court then turned to the second issue before it, whether or not the director of

schools must decide personally not to renew Mr. Fuller’s coaching contract. The proof at

trial was that Dr. Pedro Garcia was the director of schools at all relevant times. Based on the

evidence presented, the court concluded that the director was not required personally to

decide not to renew Mr. Fuller’s coaching contract, but that Dr. Garcia has been aware that

Mr. Fuller’s coaching contract at Overton was not being renewed, and in fact, did not want

Mr. Fuller’s contract to be renewed:

Dr. Garcia was aware, according to Dr. Dillard, and the Court finds that

Dr. Dillard was a credible witness, that the plaintiff would not be renewed as

coach, and Dr. Garcia did not want the plaintiff to be renewed as coach.

Scott Brunette was employed with the board of education during 2002

and 2003. For the board of education, he was the director of athletics. Scott

Brunette stated that Dr. Garcia was aware that Mr. Fuller was not going back

into coaching at Overton.

.....

[T]he Court finds here that there is no obligation placed upon the

director of schools to personally carry out the functions of the director of

schools. The director of schools in an urban school system is going to have

budgetary decisions, many difficult budgetary decisions, many difficult

personnel decisions. And the plaintiff - - the director of schools cannot - - I’m

not going to say “cannot.” I’m going to say - - because this is what I do

believe and find - - that 49-5-510, and the rest of the statutory scheme

-9-

involving the director of schools, did not contemplate or require that the

director of schools personally . . . make all budgetary decisions. Some of that -

- those tasks, in a large school system, are going to have to be delegated to

other people. But the director of schools is ultimately accountable and

responsible for any decisions made by persons to whom he delegates . . . those

duties.

So in answer to the question, must the director of schools personally

decide to not renew the plaintiff’s coaching contract, the answer to that issue

is, the director of schools is not required to personally decide to not renew the

plaintiff’s coaching contract.

But the Court does find that Dr. Garcia was aware of the nonrenewal

of the plaintiff’s coaching contract and was aware that he was not being

renewed to go back to Overton to be the head coach.

Mr. Fuller appealed the trial court’s judgment to this Court, arguing that the trial court

erred in concluding his transfer out of his coaching positions was lawful in accordance with

the requirements of Tenn. Code Ann. § 49-5-510.

III. S TANDARD OF R EVIEW

Our review on appeal of the trial court’s findings of fact is de novo with a

presumption of correctness, unless the evidence preponderates otherwise. Tenn. R. App. P.

13(d); Blair v. Brownson, 197 S.W.3d 681, 684 (Tenn. 2006); Bogan v. Bogan, 60 S.W.3d

721, 727 (Tenn. 2001); Hass v. Knighton, 676 S.W.2d 554, 555 (Tenn. 1984). We review

a trial court’s conclusions of law de novo, with no presumption of correctness. Whaley v.

Perkins, 197 S.W.3d 665, 670 (Tenn. 2006); Union Carbide Corp. v. Huddleston, 854

S.W.2d 87, 91 (Tenn. 1993).

IV. M R. F ULLER’S T RANSFER W AS N OT A RBITRARY OR C APRICIOUS

The sole issue on appeal is whether the nonrenewal of Mr. Fuller’s coaching contract

was lawful pursuant to the requirements of Tenn. Code Ann. § 49-5-510. That statute

provides as follows:

The director of schools, when necessary to the efficient operation of the school

system, may transfer a teacher from one location to another within the school

system, or from one type of work to another for which the teacher is qualified

and licensed; provided, that transfers shall be acted upon in accordance with

-10-

board policy.

The Supreme Court in Lawrence County reviewed the application of § 49-5-510 to

a teacher who was relieved of coaching responsibilities:

[A] director of schools has the statutory power to transfer teachers within the

local system. Tenn. Code Ann. § 49-5-510 (2002). “When so made, it need

not necessarily be preceded . . . by formal written notice and a hearing, so long

as it is made in good faith, in accordance with the criterion set forth in the

statute-efficient operation of the school system.” McKenna v. Sumner County

Bd. of Educ., 574 S.W.2d 527, 534 (Tenn. 1978); see also State ex rel.

Pemberton v. Wilson, 481 S.W.2d 760, 770 (Tenn. 1972). If a transfer is not

made in good faith and is the product of arbitrary, capricious, or improper

conduct, a tenured teacher is entitled to present a direct legal challenge in the

courts. McKenna, 574 S.W.2d at 534; Mitchell v. Garrett, 510 S.W.2d 894,

898 (Tenn. 1974).

Lawrence Cnty., 244 S.W.3d at 314.

When challenging the loss of coaching responsibilities pursuant to Tenn. Code Ann.

§49-5-510, “[j]udicial review is limited to determining ‘whether or not a transfer was made

in accordance with the statutory requirements . . . and must be conducted in light of the broad

discretion which the statutes clearly give.’” Lawrence Cnty., 244 S.W.3d at 314 (quoting

McKenna, 574 S.W.2d at 534 (itself referencing Tenn. Code Ann. §[49-5-510])). There is

a presumption of good faith associated with teacher transfers, and a plaintiff must prove by

a preponderance of the evidence that a transfer was arbitrary and capricious or improperly

motivated to be entitled to any relief under this statute. Lawrence Cnty., 244 S.W.3d at 315.

A decision is arbitrary and capricious if it is not supported by substantial and material

evidence. Pittman v. City of Memphis, 360 S.W.3d 382, 389 (Tenn. Ct. App. 2011).

The evidence presented at trial supported the trial court’s conclusion that Mr. Fuller’s

coaching contract was not renewed because he refused to follow the established procedures

for handling money at Overton High School. That evidence is set out in the trial court’s

ruling, as quoted above.

Mr. Fuller does not challenge the trial court’s findings of fact. He argues instead that

the trial court erred in ruling that the decision not to renew his coaching contract was

-11-

necessary to the efficient operation of the school system. He claims that Dr. Dillard had a

vendetta against him because he did not support her as the next principal of the school, and

that she had him transferred because of her negative feelings towards him. Dr. Dillard

testified, however, that she did not seek the position of principal and that the only reason she

took the position was because she was asked to do so. She also testified that she had a good

relationship with Mr. Fuller and felt no personal antagonism towards him.

The trial court specifically found Dr. Dillard was a credible witness. When there is

an issue of credibility of witnesses and the weight to be given in-court testimony, we must

accord considerable deference to the trial court’s factual findings. Fritts v. Safety Nat’l Cas.

Corp., 163 S.W.3d 673, 678 (Tenn. 2005). We therefore credit Dr. Dillard’s testimony and

conclude the trial court did not err in ruling that the nonrenewal of the plaintiff in his

coaching position where he had been confronted with rules for money that he would not

follow was for the efficient operation of the school system. The evidence presented at trial

fully supports the trial court’s ruling, with the result that Mr. Fuller has failed to show by a

preponderance of the evidence that his transfer out of coaching was arbitrary and capricious

or improperly motivated.

V. T HE R OLE O F T HE D IRECTOR OF S CHOOLS

Mr. Fuller next argues that his transfer was not in accordance with § 49-5-510 because

there was no proof that the director of schools was personally responsible for the decision

not to renew his coaching contract. Mr. Fuller argues that Dillon’s Rule prevents the director

from delegating the task of transferring tenured teachers. Dillon’s Rule is a “canon of

statutory construction that calls for the strict and narrow construction of local governmental

authority.” Arnwine v. Union Cnty. Bd. of Educ., 120 S.W.3d 804, 807 (Tenn. 2003)

(quoting S. Constructors, Inc. v. Loudon County Bd. of Educ., 58 S.W.3d 706, 710

(Tenn.2001)).

Contrary to Mr. Fuller’s argument, however, two different witnesses testified that Dr.

Garcia was aware of Mr. Fuller’s transfer away from coaching. Dr. Dillard testified that she

knew Dr. Garcia did not want Mr. Fuller in a coaching position upon his return to Overton.

In response to a question why she did not consider having Mr. Fuller coach again, Dr. Dillard

said:

Partly because I knew Dr. Garcia did not want him coaching, and Dr. Garcia

was my supervisor, my boss, and partly because of the concerns I had about the

money issues.

In addition to Dr. Dillard, Scott Brunette, who was employed by the Board as the director of

-12-

athletics, testified that Dr. Garcia was aware that Mr. Fuller was not going back to coaching

upon his return to Overton.

As the Board points out in its brief, there is no need for us to determine whether or not

the director can delegate the nonrenewal of Mr. Fuller’s coaching contract because the

evidence at trial was that Dr. Garcia was aware that Mr. Fuller’s coaching contract was not

going to be renewed and that he did not want Mr. Fuller to continue as a coach. Whether Dr.

Garcia is the individual who made the actual decision to transfer Mr. Fuller out of his

coaching position or whether the decision was influenced by Dr. Garcia’s preference that Mr.

Fuller not continue as a coach, the evidence shows that Dr. Garcia was aware of the transfer.

If Dr. Garcia disagreed with the transfer, he, as the director of schools, was in a position to

prevent it.

Based on the evidence presented at trial and the trial court’s findings of fact, we

conclude that Mr. Fuller has failed to carry his burden to show that the nonrenewal of his

coaching contract was not lawful in accordance with Tenn. Code Ann. § 49-5-510.

VI. C ONCLUSION

For the reasons stated above, we affirm the trial court’s judgment dismissing Mr.

Fuller’s statutory claim that his transfer was not conducted in accordance with the

requirements of Tenn. Code Ann. § 49-5-510. Costs of this appeal shall be taxed to James

Fuller, for which execution shall issue if necessary.

____________________________

PATRICIA J. COTTRELL, JUDGE

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This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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