“Any disputed questions of material fact—such as the acts of the defendant and their effects on the plaintiff— are to be determined by the factfinder.”
How later courts described this case
- “Any disputed questions of material fact—such as the acts of the defendant and their effects on the plaintiff— are to be determined by the factfinder.”
- reiterating that First Amendment permits adverse employment action only when the protected speech disrupts workplace
- stating that qualified immunity is unavailable where a plaintiff shows “particularized evidence of direct or circumstantial facts supporting his claim of unconstitutional motive”
- reiterating that a private citizen plaintiff “does not need to establish that his speech addressed a matter of public significance in order to receive the protection of the First Amendment”
Written by the judges who cited it.
The opinion
UNITED STATES DISTRICT COURT
DISTRICT OF CONNECTICUT
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SARAH LIPKIN, :
:
Plaintiff, :
:
v. : 23-CV-127 (SFR)
:
VELMA GEORGE, :
:
Defendant. :
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MEMORANDUM & ORDER
Plaintiff Sarah Lipkin worked as an Advanced Practice Registered Nurse for Cornell-
Scott Hill Health Corporation (“CS-HHC”) from 2021 to 2022. Lipkin’s responsibilities
included providing medical care to people at homeless shelters and warming centers in the
City of New Haven (the “City”). On the morning of March 29, 2022, Lipkin met with
Defendant Velma George, the City’s Coordinator for Homelessness, to discuss one of Lipkin’s
patients. Although accounts of the conversation differ markedly, it is clear that Lipkin and
George had a disagreement. After the meeting, George wrote to Lipkin’s supervisors to express
her “concern[] about [Lipikin’s] ability to serve our clients with dignity” and “ability to work
collaboratively with partner agencies.” CS-HHC later invoked George’s concerns as the basis
for not renewing Lipkin’s contract for cause.
Lipkin asserts that George retaliated against Lipkin in violation of the First Amendment
and committed the common law torts of defamation per se and interference with contractual
relations by deliberately misrepresenting Lipkin’s professional skills to Lipkin’s supervisors.
At the close of discovery, George moved for summary judgment on all three claims. For the
reasons stated below, I deny George’s Motion for Summary Judgment on all claims.
I. BACKGROUND
A. Factual Background
The following facts are taken from the parties’ Local Rule 56 statements and the
underlying evidentiary record and are uncontested unless otherwise stated.1
1. Services for New Haven’s Homeless Population
Lipkin was hired by CS-HHC to work as an Advanced Practice Registered Nurse
(“APRN”). Pl.’s L.R. 56(a)2 St. of Mat. Facts in Dispute (“Pl.’s L.R. 56(a)2 St.”) ¶ 1, ECF No.
93.2 They3 were hired by CS-HHC on a one-year renewable contract lasting from May 2021
to May 2022. Id. ¶¶ 40-41. Lipkin’s responsibilities included providing medical care to
homeless people living on the streets, in shelters, and at warming centers. Lipkin Dep., ECF
No. 87-3, at 12. CS-HHC partnered with the City of New Haven to provide medical services
to New Haven’s homeless population. ECF No. 107, at 1.
At all times relevant to this action, George served as Coordinator for Homelessness for
the City of New Haven. Pl.’s L.R. 56(a)2 St. ¶ 3. George’s responsibilities included
“developing and implementing programs with stakeholders” and “maintaining relationships
with partners and stakeholders.” Id. The City contracted with BHCare, which provided “case
management, behavioral health, and counseling services to homeless individuals in the City of
New Haven.” Id. ¶ 4. The City funded BHCare to operate a warming center out of the New
1 The page numbers cited to in this ruling regarding any documents that have been electronically
filed refer to the page numbers imprinted by the electronic case filing system on the header of the
documents and not to the page numbers of the original documents, if any.
2 When Lipkin admits a fact stated in George’s Local Rule 56(a)1 Statement, I cite only to Lipkin’s
Local Rule 56(a)2 Statement admitting that fact as true.
3 Lipkin uses they/them pronouns. Pl.’s Mem. in Opp. to Def.’s Mot. for Summ. J. (“Pl.’s Mem.”)
1 n.1, ECF No. 94.
Haven Inn. Id. ¶¶ 7-8. This warming center permitted homeless people in New Haven to shelter
indoors from the elements. George Dep., ECF No. 87-4, at 6-7.
2. Events on March 29, 2022
On the morning of March 29, 2022, Lipkin conducted medical visits at a soup kitchen
before proceeding to the warming center at the New Haven Inn. Pl.’s L.R. 56(a)2 St. ¶¶ 5-6.
Lipkin was accompanied by Chloe Andree, a registered nurse also hired by CS-HHC. Id. ¶ 5.
That morning, Lipkin was copied on a medical note from the Yale-New Haven Emergency
Department, which reported that Lipkin’s patient “RD” had been sexually assaulted and treated
in the emergency room the previous evening. Id. ¶ 6. Lipkin had treated RD in the past because
RD was living at the warming center at the New Haven Inn. Lipkin Dep., ECF No. 87-3, at 17.
Lipkin and Andree proceeded to the New Haven Inn, where they spoke with “G,” RD’s partner.
Pl.’s L.R. 56(a)2 St. ¶ 9. G told Lipkin and Andree that, in spite of RD’s injuries, he and RD
had been informed they would be discharged from the warming center the following day. Id.
The couple was due to be discharged on March 30 because the City of New Haven had set an
April 1 end date for paying for services at the New Haven Inn. Id. ¶ 10. G asked that Lipkin
and Andree advocate on his and RD’s behalf to identify some alternative discharge plan. Id. ¶
12.
Lipkin and Andree sought out BHCare staff after speaking with G. Id. ¶¶ 12-15. Lipkin
and Andree spoke with BHCare staff in an office. The parties agree that Lipkin, Andree, Bobbi-
Jo Evans (Housing Outreach Program Manager for BHCare), Rogsbert King (another BHCare
employee), a BHCare social worker, and Velma George were in the office at the time. Id. ¶ 16.
Lipkin’s goal was to learn about the substance of the discharge plan for RD and G and to
ensure that RD received “adequate health care and was safe.” Id. ¶ 13. After the BHCare social
worker confirmed that RD was due to be discharged the following day, id. ¶ 15, Lipkin told
the BHCare social worker they were “disappointed with the discharge plan for the couple and
that more had not been done to support RD,” id. ¶ 17. After overhearing this remark, Bobbi-
Jo Evans became upset and told Lipkin “that Lipkin did not understand how hard BHCare staff
worked.” Id. ¶¶ 17, 23. Evans remarked, “We can’t do more for clients than they do for
themselves.” Id. ¶ 17. When Evans brought up the care needs of another client, “Lipkin accused
[Evans] of yelling at them.” Id. ¶ 27.
George then joined the conversation. George told Lipkin that Evans was not yelling at
them. Id. ¶ 28. George stated to Lipkin: “You don’t know what you are talking about.” Id. ¶
18. Lipkin in turn responded to George that Lipkin did know what they were talking about
because Lipkin had been working with RD every week since August 2021. Id. ¶ 19. Lipkin
also said to George that this was the first time that Lipkin had seen George at the warming
center. Id. ¶ 20. Lipkin then stated that they would leave; George agreed that Lipkin should
leave. Id. ¶ 22.
Although those basic details are not disputed, the parties have submitted divergent
accounts of the tone, tenor, and additional content of this interaction. George supports her
account with her own deposition testimony, as well as the deposition testimony of Rogsbert
King.4 Lipkin relies on their own deposition testimony, as well as the affidavit of Chloe
Andree. Andree avers that BHCare staff responded defensively to Lipkin’s respectful query as
to the discharge plan for RD and G. Andree Aff., ECF No. 93-3, ¶¶ 17-19. Without raising
4 Although Bobbi-Jo Evans participated in the conversation and was deposed in relation to this
action, see ECF No. 87-11, the parties agree that, following an unrelated injury, Evans “does not
recall the subject incident,” Pl.’s L.R. 56(a)2 St. ¶ 37.
their voice, Lipkin responded “clearly and firmly” that Lipkin “would be disappointed if we
could not provide some other arrangements for RD.” Id. ¶ 20. BHCare staff quickly “became
loud and began yelling,” suggesting that Lipkin and Andree were unqualified to criticize
BHCare’s work. Id. ¶ 24. Andree recounts that Lipkin responded “in a normal tone and in a
professional manner.” Id. ¶ 29. When George and BHCare criticized Lipkin, Lipkin “expressed
confusion about why people were yelling,” and suggested that “perhaps we should leave.” Id.
¶ 28. Lipkin also testified that they never yelled at George. Lipkin Dep., ECF No. 87-3, at 27.
In contrast, George testified that Lipkin “came in the office very hostile and very
combative.” George Dep., ECF No. 87-4, at 17. According to George, Lipkin “did not come
in asking questions, [Lipkin] came in accusing the staff of not doing their job, and that they
don’t care about the clients, so that set the tone for the exchange, and it went downhill from
there.” Id. at 17-18. Rogsbert King, BHCare’s manager of the warming center, recalls that
Lipkin arrived “angry in her stance.” King Dep., ECF No. 87-8, at 9. King further maintains
that after engaging in a loud argument with Bobbi-Jo Evans, George sought to intervene, which
caused Lipkin to become “livid with Miss Velma.” Id. at 13. King states that Lipkin “was
yelling and screaming . . . and she was saying that everyone was attacking her, she was being
attacked by the staff.” Id. at 14.
3. George’s Email to CS-HHC on April 5, 2022
On April 5, 2022, George drafted an email regarding her interaction with Lipkin on
March 29, 2022. Pl.’s L.R. 56(a)2 St. ¶ 30. Prior to sending the email, George spoke with
Jessica Arroyo, CS-HHC’s Program Manager for the Homeless Division, to share that George
had had a “disturbing interaction” with Lipkin. Id.. George told Arroyo that she wanted to send
an email describing this interaction to CS-HHC. Arroyo responded that George should write
to Lipkin’s direct supervisor, Phil Costello, the Medical Director of the Greater New Haven
Health Care for the Homeless Team at CS-HHC, and copy Arroyo on that message. Id. ¶¶ 32-
33. George wrote to Costello and Arroyo that evening; her email reads as follows:
Hello Phil and Jessica
I am writing to share an incident that occurred at the New Haven Inn Warming
Center last Tuesday March 29th. It was so upsetting, I needed to take some time
to process the incident.
Last Tuesday I was at the warming center meeting with the staff when Sarah
Lipkin and Chloe came to the office after they met with clients. Sarah proceeded
to ask the staff about the housing plan for a particular couple. The staff shared
the couple’s status. Sarah then stated that she was very disappointed to hear that
going back to the street was the option. Sarah proceeded to accuse the staff of
not doing their job. She stated that every week when she came by she saw the
staff doing nothing, so she wasn’t surprised that they did not have a plan for the
couple. The staff told Sarah that her comments were off base and disrespectful.
The staff went on to share the many unfruitful attempts that were made to engage
this couple. Sarah dismissed and challenged all the alternate plans the staff
presented. The staff asked for Sarah’s suggestions for the couple since their
options were not to her liking. Sarah had no suggestions and proceeded to accuse
staff of yelling at her. At that point I interjected and said to Sarah that no one
was yelling at her- they simply disagreed with her. Sarah then lashed out at me
and stated that I was never there- so how could I possibly know what was going
on there. She went on to say this was her first time seeing me at the motel. I told
Sarah how disappointed I was with her level of disrespect and
unprofessionalism. The fact that she would make such a gross generalization
about the staff when she was only there for a short window of time weekly was
offputting. I asked her if she was able make a patient take a medication that
he/she was refusing. She said no. So I asked why would it be different for a case
worker offering services that a client refused. Sarah then said she was feeling
attacked and thought she should leave. We all agreed that she should leave - so
she did leave.
Prior to Tuesday’s incident, I had received several complaint [sic] from the staff
about how disrespectful Sarah had been to both staff and clients. They described
her as being condescending and dismissive. On Tuesday March 22, I arrived at
the warming center only to find the staff scurrying around the neighborhood
trying to find an elderly client who left the hotel after meeting with Sarah that
day. The staff was able to find the elderly gentleman and brought him back to
the motel. I met with him and asked why he left in such a haste after meeting
with the nurse. He said he was very frustrated because the nurse was very mean
to him and dismissed his complaints. He said she would tell him she would see
him the following week, he would wait for her and she would say the same thing
every week. So left to catch the train to New York to get help for his frost bite.
This elderly man came to the motel with frost bite to his toes and fingers and
said she did nothing to address it. Sarah diagnosed this client as having scabies
and ordered a treatment cream - it turns out the client had lice. The staff brought
it to Sarah’s attention and asked her to have him admitted to the hospital for
treatment of all his medical issues. Sarah dismissed the staff’s concerns so out
of frustration the staff gave this client a shower, had his room professionally
cleaned and reached out to the VNA for assistance. I stepped in and called Laura
Daniels for help to get this elderly man assessed admitted to the hospital. Within
a day Laura was able to get this elderly man admitted to the hospital as compared
to two months of Sarah’s delay tactics.
Phil and Jessica, as you know, the City of New Haven and Cornell Scott has
enjoyed a collaborative relationship over the years. We do not always agree on
issues, but we are always respectful and professional as we work through our
differences. So the incident with Sarah was very disturbing as it was totally
unlike the level of professionalism that I have come to expect from all staff at
Cornell Scott.
I am concerned about Sarah’s ability to serve our clients with dignity and her
ability to work collaboratively with partner agencies.
ECF No. 87-9, at 2-3. George testified that the email was her only substantive communication
to CS-HHC concerning Lipkin. George Dep., ECF No. 87-4, at 16.
On April 6, 2022, Evans submitted a separate complaint regarding Lipkin to CS-HHC.
Pl.’s L.R. 56(a)2 St. ¶ 36. Evans’ email is consistent with George’s email. See ECF No. 87-10,
at 2-3.
4. Lipkin’s Contract Is Terminated for Cause
After receiving these emails, CS-HHC placed Lipkin on paid leave and conducted an
investigation. Pl.’s L.R. 56(a)2 St. ¶¶ 39, 45. During that investigation, CS-HHC leadership
met with Lipkin. Id. ¶ 46. George has included a lengthy audio recording of that meeting
among her evidentiary submissions. ECF No. 101. In the meeting, Lipkin agrees they told
George they had never seen George at the warming center. Id. (13:16). Lipkin can also be
heard acknowledging that this statement “might have been not appropriate.” Id. (13:27).
By letter dated April 21, 2022, Andrea Lobo, CS-HHC’s Chief of Human Resources,
informed Lipkin that their contract had been terminated for cause. Id. ¶ 44. Lobo stated as
follows:
Dear Sarah:
I regret to inform you that your contract with the Cornell Scott Hill Health
Center will not be renewed for cause. We have come to this decision based on
numerous complaints from the City of New Haven Coordinator of
Homelessness and the Housing and Outreach Program Manager for BHcare.
While I understand that your actions that day were driven by your passion and
dedication, the success of our Homeless Department, and other departments
within CSHHC, depend on our ability to work collaboratively with community
partners such as these. Regrettably, the conflict, strive and lack of emotional
intelligence has destroyed the trust and overall relationship with both
community partners. Our relationship with the city of New Haven is especially
important and paramount to the success of our program. It is evident that the fit
is damaged beyond repair.
You will remain on payroll and benefits for 90 days until such time when your
contract will officially expires [sic].
I wish you well in your future endeavors.
ECF No. 87-12, at 2.
The parties dispute whether CS-HHC terminated Lipkin’s contract because CS-HHC
supervisors genuinely believed Lipkin had engaged in misconduct. Lobo maintains that CS-
HHC’s investigation substantiated the finding that Lipkin acted unprofessionally in the manner
they spoke with George and BHCare employees. Lobo Dep., ECF No. 87-5, at 13. Andree
notes that, beyond a brief conversation with CS-HHC’s office of human resources on or about
March 30, 2022, CS-HHC never conducted a follow-up interview to hear from Andree whether
Lipkin acted unprofessionally during the visit to the New Haven Inn on March 29, 2022.
Andree Aff., ECF No. 93-3, ¶ 32. In his deposition, Costello (Lipkin’s direct supervisor at CS-
HHC) stated that Lipkin’s clinical record did not provide cause to terminate Lipkin’s contract.
Costello Dep., ECF No. 93-5, at 4. Indeed, Costello stated that “if I had a private practice, I
would hire [Lipkin] as a provider and I have no concerns with her ability to provide quality
care to patients.” Id.
B. Procedural History
Lipkin filed suit on February 1, 2023. Compl., ECF No. 1. Lipkin filed an Amended
Complaint on May 5, 2023. Am. Compl., ECF No. 33. The Amended Complaint named two
Defendants: Velma George and Cornell Scott-Hill Health Center (“CS-HHC”). Id. at 1. The
Amended Complaint asserted four causes of action; three counts were alleged against George:
(1) First Amendment retaliation, (2) defamation per se, and (3) tortious interference with a
contractual relationship. Id. at 6-8. The fourth count, violation of Conn. Gen. Stat. § 31-51q,
was brought against CS-HHC.
CS-HHC and George moved separately to dismiss the Amended Complaint. ECF Nos.
38, 40. The Court5 issued two Memoranda of Decision resolving these Motions to Dismiss.
On March 11, 2024, the Court granted CS-HHC’s Motion to Dismiss. Lipkin v. George, No.
3:23-cv-127 (KAD), 2024 WL 1050358 (D. Conn. Mar. 11, 2024), ECF No. 59. On March 14,
2024, the Court denied George’s Motion to Dismiss. Lipkin v. George, No. 3:23-cv-127
(KAD), 2024 WL 1119958 (D. Conn. Mar. 14, 2024) (“MTD Op.”), ECF No. 60. After its
5 The Honorable Kari A. Dooley, United States District Judge, presided over this action from July
20, 2023 to January 6, 2025, when it was transferred to me. ECF Nos. 52, 76.
Motion to Dismiss was denied, George filed an Answer to the Amended Complaint. ECF No.
86.
After completing discovery, on May 1, 2025, George moved for summary judgment.
Mot. for Summ. J., ECF No. 87, Mem. of L. in Supp. of Mot. for Summ. J. (“Def.’s Mem.”),
ECF No. 87-1. Lipkin timely responded in opposition on June 23, 2025. Pl.’s Mem. in Opp. to
Def.’s Mot. for Summ. J. (“Pl.’s Mem.”), ECF No. 94. George filed a reply brief on July 11,
2025. Reply to Pl.’s Mem. in Opp. to Def.’s Mot. for Summ. J. (“Def.’s Reply”), ECF No. 97.
I heard oral argument on George’s Motion on November 3, 2025. ECF No. 103; see also Tr.
of Oral Arg. (“Tr.”), ECF No. 108. Following oral argument, the parties agreed to file
supplemental memoranda of law. ECF No. 104. The parties filed their supplemental
memoranda on November 17, 2025. Pl.’s Supp. Mem. in Opp. to Summ. J. (“Pl.’s Supp.
Mem.”), ECF No. 106; Def.’s Supp. Mem. in Supp. of Summ. J. (“Def.’s Supp. Mem.”), ECF
No. 107.
II. LEGAL STANDARD
A motion for summary judgment must be granted if the record shows no genuine issue
as to any material fact, and the movant is “entitled to judgment as a matter of law.” Fed. R.
Civ. P. 56(a). The moving party bears the initial burden of establishing the absence of a genuine
dispute of material fact. Celotex Corp. v. Cartrett, 477 U.S. 317, 323 (1986). The non-moving
party may defeat the motion by producing sufficient specific facts to establish that there is a
genuine issue of material fact for trial. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 249
(1986). “[T]he mere existence of some alleged factual dispute between the parties will not
defeat an otherwise properly supported motion for summary judgment; the requirement is that
there be no genuine issue of material fact.” Id. at 247-48. The moving party may satisfy this
burden by pointing out to the district court an absence of evidence to support the non-moving
party’s case. See PepsiCo, Inc. v. Coca-Cola Co., 315 F.3d 101, 105 (2d Cir. 2002) (per
curiam).
When deciding a motion for summary judgment, I may review the entire record,
including the pleadings, depositions, answers to interrogatories, admissions, affidavits, and
any other evidence on file to determine whether there is any genuine issue of material fact. See
Fed. R. Civ. P. 56(c). In reviewing the record, I must “construe the evidence in the light most
favorable to the non-moving party and draw all reasonable inferences in [his] favor.” Gary
Friedrich Enters., L.L.C. v. Marvel Characters, Inc., 716 F.3d 302, 312 (2d Cir. 2013) (citation
omitted). If there is any evidence in the record from which a reasonable factual inference could
be drawn in favor of the non-moving party for the issue on which summary judgment is sought,
then summary judgment is improper. See Security Ins. Co. of Hartford v. Old Dominion
Freight Line Inc., 391 F.3d 77, 83 (2d Cir. 2004).
III. DISCUSSION
George moves for summary judgment on all of Lipkin’s claims. I begin by addressing
George’s arguments that no triable issues remain on Lipkin’s First Amendment claim before
turning to the causes of action for defamation and tortious interference with contractual
relations.
A. First Amendment Retaliation
“[A]s a general matter, the First Amendment prohibits government officials from
subjecting individuals to retaliatory actions after the fact for having engaged in protected
speech.” Houston Cmty. Coll. Sys. v. Wilson, 595 U.S. 468, 474 (2022) (citation and internal
quotation marks omitted). “First Amendment retaliation claims typically arise in three distinct
contexts: prisoners, public employees, and criticism of public officials by private citizens.”
Decker Advert. Inc. v. Delaware Cnty., New York, 765 F. Supp. 3d 128, 141 (N.D.N.Y. 2025)
(citation and internal quotation marks omitted). Any plaintiff complaining of retaliation in
violation of the First Amendment must establish that “(1) he has a right protected by the First
Amendment; (2) the defendant’s actions were motivated or substantially caused by his exercise
of that right; and (3) the defendant’s actions caused him some injury.” Dorsett v. Cnty. of
Nassau, 732 F.3d 157, 160 (2d Cir. 2013). But the First Amendment does not provide the same
protections to public employees as it does to private citizens. See, e.g., Long v. Byrne, 146
F.4th 282, 291 (2d Cir. 2025) (“When asserting a First Amendment retaliation claim, public
employees . . . face greater burdens than private citizens to demonstrate that their speech is
protected by the First Amendment, because ‘[t]he government as employer . . . has far broader
powers [to restrict speech] than does the government as sovereign.’”) (quoting Garcetti v.
Ceballos, 547 U.S. 410, 419 (2006)); see also Pickering v. Bd. of Ed. of Twp. High Sch. Dist.
205, Will Cnty., Illinois, 391 U.S. 563, 572 (1968).6
The parties dispute whether to classify Lipkin as a public employee. Even assuming
Lipkin is properly classified as a private citizen, George argues that no reasonable jury could
6 “[T]he First Amendment protects a public employee’s right, in certain circumstances, to speak
as a citizen addressing matters of public concern.” Garcetti, 547 U.S. at 417. “So in assessing the
first prong of the retaliation test–whether a public employee’s speech is protected–we must
consider ‘two separate subquestions’: (1) whether the employee ‘spoke as a citizen rather than
solely as an employee,’ and (2) whether he spoke on ‘a matter of public concern.’” Shara v. Maine-
Endwell Cent. Sch. Dist., 46 F.4th 77, 82–83 (2d Cir. 2022) (quoting Matthews v. City of New
York, 779 F.3d 167, 172 (2d Cir. 2015)). “If the employee satisfies those requirements, then the
First Amendment is implicated, but more is required to establish that the Amendment protects the
public employee’s speech. The court must also assess whether the government employer ‘had an
adequate justification for treating the employee differently from any other member of the public
based on the government’s needs as an employer.’” Long v. Byrne, 146 F.4th 282, 291 (2d Cir.
2025) (quoting Lane v. Franks, 573 U.S. 228, 242 (2014)).
find that her conduct was motivated by Lipkin’s protected speech or that Lipkin was injured
by George’s conduct. In the alternative, George maintains she is entitled to qualified immunity.
As I explain below, I find as a matter of law that Lipkin was a private citizen, not a public
employee. I conclude that triable issues remain and that George is not entitled to qualified
immunity at this stage of the case.
1. Lipkin Was Not a Public Employee
In resolving George’s Motion to Dismiss, the Court declined to treat Lipkin as a public
employee because Lipkin was hired by CS-HHC, not the City of New Haven. MTD Op., 2024
WL 1119958, at *3. The Court assumed that the City of New Haven contracted with CS-HHC,
but held that the contractual relationship between CS-HHC and the City of New Haven did not
require the Court to apply the Pickering-Garcetti framework to Lipkin’s First Amendment
claim. Id. George asks me to revisit this holding, contending that Lipkin was functionally a
public employee because of the relationship between CS-HHC and the City of New Haven.
Def.’s Mem. 9-21.
In their briefing and at argument, the parties assumed that CS-HHC and the City of
New Haven had a contract for CS-HHC to provide medical care to homeless patients at the
warming center. Pl.’s Mem. 13; Def.’s Mem. 14; Tr. 4, 26. The parties stipulated that “CS-
HHC provides medical care to homeless individuals and provides these services to the City of
New Haven.” Pl.’s L.R. 56(a)2 St. ¶ 2. But as I observed at argument, the record does not
support a finding that CS-HHC was a government contractor. Tr. 3-4. George and Andrea
Lobo (CS-HHC’s Chief of Human Resources)—the two witnesses who could be expected to
testify from personal knowledge about the relationship, contractual or otherwise, between the
City and CS-HHC—explicitly declined to say that the City had a contract with CS-HHC.
George Dep., ECF No. 87-4, at 9;7 Lobo Dep., ECF No. 87-5, at 7-8.8 Indeed, George went so
far as to say that the City “do[es] not fund Cornell Scott [Hill Health Corporation].” George
Dep., ECF No. 87-4, at 9. Instead, these witnesses described a “partnership” between the City
and CS-HHC by which CS-HHC provided healthcare services to homeless people in New
Haven at facilities that received municipal funding. Lobo Dep., ECF No. 87-5, at 8.
At the close of argument, I invited the parties to supplement the record to demonstrate
the existence of a contract between CS-HHC and the City and to file additional briefs on this
issue. Tr. 39. The parties did not point me to any additional evidence regarding the relationship
between the City and CS-HHC. Instead, in a supplemental brief, George now concedes that
“the relationship [between the City of New Haven and CS-HHC] is not contractual—rather, it
is a partnership pursuant to which CS-HHC provides medical services to the City’s homeless
with funding from various sources, including from the City.” Def.’s Supp. Mem. 1. I cannot
credit the statement in George’s supplemental memorandum that the City partially funded CS-
7 George was asked, “Now, am I correct that the city over the last several years has maintained a
contract with Cornell Scott Hill Health Corporation to provide medical services to the homeless
population?” ECF No. 87-4, at 9. In response, George stated: “That’s not correct.” Id. George later
stated as follows: “The City of New Haven, we partner with [CS-HHC]. We do not fund [CS-
HHC].” Id.
8 Lobo testified as follows regarding the contractual relationship between the City and CS-HHC.
Q. So HHC is a contractor for the City of New Haven?
A. A contractor?
Q. How would you describe their relationship? I don’t want to put words in your
mouth.
A. We describe it as a partnership.
Q. Okay. Does HHC provide services to the city?
A. Correct.
ECF No. 87-5, at 7-8.
HHC because it is not supported by any evidence in the record; indeed, this statement is
contradicted by George’s sworn testimony that the City “do[es] not fund Cornell Scott [Hill
Health Corporation].” ECF No. 87-4, at 9. In any case, because George now concedes that
Lipkin’s employer did not contract with the City of New Haven, I cannot say that Lipkin was
a public employee.
Moreover, even looking beyond the formalities of the relationship between CS-HHC
and the City, it would not be appropriate to conclude that Lipkin was functionally a public
employee. As the Second Circuit has explained, Pickering and its progeny are predicated on
the recognition that when the government “pay[s] public moneys to private individuals for
services to be rendered,” the government therefore obtains “a stronger interest in restricting
those individuals’ speech than in restricting the speech of the public at large.” Wandering
Dago, Inc. v. Destito, 879 F.3d 20, 38 (2d Cir. 2018). Although some courts have treated the
employees of government contractors as public employees, they have done so because the
record revealed that the government as a contractor retained close control over its contractors’
employees. For example, in Clairmont v. Sound Mental Health, 632 F.3d 1091 (9th Cir. 2011),
the Ninth Circuit classified the employee of a government contractor as a public employee
because the employee worked full time from a public facility, was closely supervised by public
officials, and provided services going to the heart of the agency’s public function. Id. at 1102.
Similarly, in Brink v. Bormann, the district court held that a nurse employed by a company
that contracted with the local school system was a public employee because the nurse was
supervised by a school employee, worked from a school facility, and interacted regularly from
a position of trust with other school employees and students. No. CV 23-497 (ZNQ) (JTQ),
2025 WL 892980, at *4-6 (D.N.J. Mar. 24, 2025).9
Unlike in Clairmont and Brink, Lipkin was supervised by CS-HHC rather than by City
employees. Indeed, the attenuated relationship between Lipkin and the City is demonstrated
by the fact that George did not know the identity of Lipkin’s supervisor. Pl.’s L.R. 56(a)2 St.
¶¶ 30-33. In contrast to the employees of contractors in Clairmont and Brink who performed
their responsibilities exclusively from government facilities, here Lipkin’s duties involved
caring for patients in a variety of private settings. See Lipkin Dep., ECF No. 87-3, at 12 (stating
that Lipkin “provided care as part of team to people who were living in temporary housing or
were unhoused”); see also id. at 18 (describing visit to a soup kitchen). Indeed, George’s email
recognized that Lipkin spent only a “short window of time weekly” at the BHCare-operated
warming center at the New Haven Inn. ECF No. 87-9, at 2. Finally, Lipkin’s function as a
medical provider was completely distinct from the responsibilities performed by the public
employees with whom Lipkin interacted.
In conclusion, I decline to revisit the Court’s holding that Lipkin was a private citizen,
not a public employee. As George now concedes, Lipkin was not employed directly or
indirectly by the City of New Haven. And Lipkin’s employment relationship was too
9 In a footnote, Brink cites Hayes v. Buffalo Mun. Hous. Auth., No. 12-CV-578S, 2013 WL
5347544, at *4 (W.D.N.Y. Sept. 23, 2013), in support of the proposition that the Pickering-
Garcetti framework applies to retaliation claims brought by employees of government contractors.
Brink, 2025 WL 892980, at *5 n.2. But as Lipkin notes in their response brief, Pl.’s Mem. 13-14,
Hayes was brought by the “owner and sole member of a construction company” that contracted
with a municipal agency, Hayes, 2013 WL 5347544, at *1. Hayes therefore does not address
whether the Pickering-Garcetti framework applies to retaliation claims brought by the employees
of government contractors.
attenuated to classify Lipkin as a functional public employee. I therefore conclude as a matter
of law that Lipkin’s speech should be analyzed under the test applicable to private citizens.10
2. Issues of Fact on Lipkin’s Retaliation Claim
Because I conclude that Lipkin was not a public employee, I analyze Lipkin’s First
Amendment retaliation claim under the framework applicable to private citizens.
“To plead a First Amendment retaliation claim a plaintiff must show: (1) he has a right
protected by the First Amendment; (2) the defendant’s actions were motivated or substantially
caused by his exercise of that right; and (3) the defendant’s actions caused him some injury.”
Rupp v. Buffalo, 91 F.4th 623, 634 (2d Cir. 2024) (quoting Dorsett v. Cnty. of Nassau, 732
10 George’s supplemental memorandum identifies one additional argument to treat Lipkin as a
public employee subject to Pickering-Garcetti. Given its cursory presentation, I address it only
briefly. George relies on Brentwood Academy v. Tennessee Secondary School Athletic Ass’n, 531
U.S. 288 (2001) (“Brentwood I”) and Tennessee Secondary School Athletic Ass’n v. Brentwood
Academy, 551 U.S. 291 (2007) (“Brentwood II”). In both cases, the Supreme Court analyzed the
extent to which a voluntary athletic association of public and private schools could discipline a
private school whose football coach had violated the association’s antirecruiting rules. In
Brentwood I, the Supreme Court held that the association, although nominally private, was in fact
a state actor liable under 42 U.S.C. § 1983 because of the “pervasive entwinement of public
institutions and public officials in its composition and workings.” 531 U.S. at 932. In Brentwood
II, the Court rejected the proposition that the First Amendment would otherwise prevent the
association from imposing a penalty on the school because of the coach’s comments. 551 U.S. at
300. In reaching that holding, the Brentwood II Court stated that, consistent with Pickering-
Garcetti, the association could discipline the private school without violating the First Amendment
because—even assuming the coach was speaking as a citizen on a matter of public concern—the
coach’s comments hazarded the “league’s ability to operate ‘efficiently and effectively.” Id.
(quoting Garcetti, 547 U.S. at 419).
Analogizing to Brentwood I, George contends that CS-HHC is a state actor because of its
close relationship with the City, and that Lipkin should be considered a state actor insofar as this
action implicates Lipkin’s work for CS-HHC. Def.’s Supp. Mem. 2-5. But as I have observed, the
record does not demonstrate that CS-HHC—let alone Lipkin—was closely entwined with public
functions in a manner that would justify treating Lipkin as a public employee. In short, neither
Brentwood I and II persuade me to apply Pickering-Garcetti to this dispute.
F.3d 157, 160 (2d Cir. 2013)). With respect to the third prong—injury—some Second Circuit
decisions previously required a private citizen plaintiff to establish that “defendants’ actions
effectively chilled the exercise of [plaintiff’s] First Amendment right.” Williams v. Town of
Greenburgh, 535 F.3d 71, 76 (2d Cir. 2008) (quoting Curley v. Village of Suffern, 268 F.3d
65, 73 (2d Cir. 2001). As the Second Circuit has since clarified, however, “[c]hilled speech is
not the sine qua non of a First Amendment claim.” Dorsett, 732 F.3d at 160. Thus, a private
citizen satisfies the injury requirement by “show[ing] either that his speech has been adversely
affected by the government retaliation or that he has suffered some other concrete harm.”
Mangino v. Inc. Vill. of Patchogue, 808 F.3d 951, 956 (2d Cir. 2015) (quoting Dorsett, 732
F.3d at 160). “Allegations of loss of business or some other tangible injury as a result of a
defendant’s statements would suffice to establish concrete harm.” Zherka v. Amicone, 634 F.3d
642, 646 (2d Cir. 2011). In general, “retaliatory conduct must be the type that would deter ‘a
similarly situated individual of ordinary firmness from exercising his or her constitutional
rights.’” Hayes v. Dahlke, 976 F.3d 259, 272 (2d Cir. 2020) (quoting Davis v. Goord, 320 F.3d
346, 353 (2d Cir. 2003)).
Even where all elements of a retaliation claim are established, “the defendant may rebut
those allegations by showing that ‘it would have reached the same decision . . . even in the
absence of the protected conduct.’” Nat’l Rifle Ass’n of Am. v. Vullo, 144 F.4th 376, 387 (2d
Cir. 2025) (quoting Mt. Healthy City Sch. Dist. Bd. of Educ. v. Doyle, 429 U.S. 274, 287
(1977)).
Lipkin has satisfied their burden of demonstrating that at least some of their comments
were protected by the First Amendment. Of course, the precise content of Lipkin’s speech is
sharply disputed. At minimum, the parties agree that Lipkin (1) expressed disappointment
regarding a discharge plan for Lipkin’s clients; (2) Lipkin and George each accused each other
of not knowing what the other was talking about with regard to the clients’ needs and BHCare’s
ability to meet those needs; and (3) Lipkin “told Velma George that they had never observed
[George] to be at the warming center before.” Pl.’s L.R. 56(a)2 St. ¶¶ 17-20. George concedes
that, assuming the Pickering-Garcetti framework does not apply, this speech was protected by
the First Amendment.11 Tr. 12.
To satisfy the second prong—whether George’s email was motivated or substantially
caused by Lipkin’s protected expression—Lipkin must establish that George acted “with a
retaliatory motive.” Vullo, 144 F.4th at 387. George argues that her decision to send an email
to Lipkin’s supervisors was not caused by Lipkin’s protected speech. Def.’s Mem. 19. A
reasonable jury could disagree. George’s email is framed as being in response to a conversation
that George had with Lipkin. ECF No. 87-9, at 2. Although the parties sharply dispute the tenor
of that conversation, I address the import of that dispute below. But for purposes of causation,
a reasonable jury could find that George’s email was substantially motivated by Lipkin’s
protected expression because George’s email was premised on recounting her own reaction to
Lipkin’s concededly protected speech.
11 Even absent such a concession I would conclude that the statements the parties agree Lipkin
made were protected by the First Amendment. “‘The First Amendment has permitted restrictions
upon the content of speech in a few limited areas,’ including fraud, defamation, obscenity,
incitement to violence, and fighting words.” Volokh v. James, 148 F.4th 71, 88 (2d Cir. 2025)
(quoting United States v. Stevens, 559 U.S. 460, 468-69 (2010)). A private citizen’s speech “need
not have been on a matter of public concern for it to fall within the protection of the First
Amendment.” Williams v. Town of Greenburgh, 535 F.3d 71, 77 (2d Cir. 2008); see also Friend
v. Gasparino, 61 F.4th 77, 88 (2d Cir. 2023) (reiterating that a private citizen plaintiff “does not
need to establish that his speech addressed a matter of public significance in order to receive the
protection of the First Amendment”).
A jury could also find that George’s email injured Lipkin by (1) deterring Lipkin from
exercising their rights and (2) causing Lipkin to lose their position at CS-HHC.
In her email, George expressed serious “concern[] about Sarah’s ability to serve our
clients with dignity and her ability to work collaboratively with partner agencies.” ECF No.
87-9, at 3. CS-HHC attended to George’s stated concern that Lipkin was not able to collaborate
with the City and its partner agencies by conducting an investigation. Following that
investigation, CS-HHC explicitly invoked George’s complaint as justification for their
decision not to renew Lipkin’s contract for cause. ECF No. 87-12, at 2. This conclusion is
further supported by the testimony of Lipkin’s former supervisor, who stated “if I had a private
practice, I would hire [Lipkin] as a provider and I have no concerns with her ability to provide
quality care to patients.” Costello Decl., ECF No. 93-5, at 4. A reasonable jury could infer
from these facts that CS-HHC terminated Lipkin because George conveyed that Lipkin posed
a threat to the partnership between CS-HHC and the City. Indeed, even if CS-HHC did not
terminate Lipkin based on the email, a reasonable jury could find the email would deter a
similarly situated individual from exercising their rights. See Decker Advert., 765 F. Supp. 3d
at 151 (applying standard for retaliation by private citizens and observing that newspaper
plausibly alleged adverse action because “other local newspapers would be deterred from
participating in similar unfavorable coverage of the County out of fear that a similar directive
would complicate and hinder their reporting on County activities”).
Thus, a reasonable jury could conclude from this record that Lipkin has satisfied all
elements of a First Amendment retaliation claim by a private citizen.
I conclude by discussing one affirmative defense identified but not yet analyzed by the
parties. In Mount Healthy, the Supreme Court articulated an affirmative defense to First
Amendment retaliation claims. 429 U.S. at 287. “Because protected speech could not
substantially cause an adverse action if the employer would have taken that action in any event
. . . once the employee has established a prima facie case, the employer may still be entitled to
summary judgment based on the Mount Healthy defense by demonstrating by a preponderance
of the evidence that it would have taken the same adverse employment action even in the
absence of the protected conduct.” Smith v. Cnty. of Suffolk, 776 F.3d 114, 119 (2d Cir. 2015)
(citation and internal quotation marks omitted); Greenwich Citizens Comm., Inc. v. Counties
of Warren & Washington Indus. Dev. Agency, 77 F.3d 26, 32 (2d Cir. 1996) (describing the
Mount Healthy defense as tantamount to the “hypothetical question, ‘Would the defendant
have taken the same adverse action even if the impermissible reason had not existed?’”); see
also Vullo, 144 F.4th at 387 (observing that Mount Healthy balances government interests
“against the need to uphold robust constitutional protections”). “[A]lthough the language in
Mt. Healthy refers to the plaintiff’s protected conduct, the Court’s analysis, properly
understood, attempts to weigh the impact of the defendant’s impermissible reason on the
defendant’s decision to act.” Anemone v. Metro. Transp. Auth., 629 F.3d 97, 120 (2d Cir.
2011). “[D]efendants asserting a Mount Healthy defense may not rely solely on the occurrence
of unprotected misconduct: they must also articulate and substantiate a reasonable link
between that misconduct and their specific adverse actions.” Smith, 776 F.3d at 123 (emphasis
in the original).
Mount Healthy offers a helpful framework for analyzing George’s suggestion that she
took an adverse action against Lipkin not because of Lipkin’s protected expression but because
of Lipkin’s purportedly disruptive or inappropriate conduct. But George’s briefing is silent on
this issue, and counsel presented this argument only in response to my questions at oral
argument. Tr. 18. George does not analyze, under the standard applicable to private citizen
speech, which of Lipkin’s statements or actions are entitled to constitutional protection and
what forms of alleged misconduct or speech are not protected by the First Amendment. For
example, there has been no adversary presentation on the issue of whether, if Lipkin indeed
screamed and yelled at George and BHCare staff, such conduct by a private citizen is protected
by the First Amendment. Beyond further legal analysis, the Mount Healthy defense turns on
disputed issues of fact, including the tone, tenor, and content of the interaction between Lipkin,
George, and BHCare staff. Indeed, a rational jury could conclude from evidence in the record
that Lipkin reacted calmly and professionally to outbursts from George and BHCare staff. ECF
No. 87-3, at 27 (Lipkin testifying they did not yell at George); Andree Decl. ¶¶ 20, 26, 29.12 If
a jury accepted Lipkin’s and Andree’s account of events, the jury could permissibly find that
George’s email overstated concerns around Lipkin’s “unprofessional” behavior in retaliation
for Lipkin’s criticism regarding the treatment of RD and G and the statement that Lipkin had
never seen George at the warming center before.
In short, I cannot resolve from this record whether a Mount Healthy defense entitles
George to judgment as a matter of law. See Gorman-Bakos v. Cornell Co-op Extension of
Schenectady Cnty., 252 F.3d 545, 558 (2d Cir. 2001) (“Both sides’ arguments rest heavily on
12 George’s reply brief states that “Andree’s affidavit, . . . consisting primarily of Andree’s
impression of the exchange, does not raise disputed issues of material fact relevant to this Court’s
resolution of the motion.” Def.’s Reply 3-4. At argument, counsel argued for the first time that
Andree’s affidavit should be disregarded because it “is hearsay upon hearsay” insofar as it relates
to matters of which Andree lacks personal knowledge. Tr. 38. Although counsel suggested that the
reply brief set forth George’s objection to the evidentiary value of the Andree affidavit, Tr. 39, the
reply brief contains no such objection, see Def.’s Reply 3-4. Moreover, it is not clear why Andree,
who was present at the meeting, cannot describe Lipkin’s conduct at the meeting. In any event,
because George has not sufficiently articulated an objection to the Andree affidavit, I can rely on
it for the purposes of this motion.
the proper characterization of plaintiffs’ speech and defendants’ motives. Making these
determinations correctly depends on an evaluation of conflicting testimonial evidence, which
a factfinder is in the best position to evaluate.”).
3. Qualified Immunity
Without conceding liability on the First Amendment retaliation claim, George
nonetheless asserts she is entitled to qualified immunity. Def.’s Mem. 21-23.
“Qualified immunity attaches when an official’s conduct does not violate clearly
established statutory or constitutional rights of which a reasonable person would have known.”
City of Escondido v. Emmons, 586 U.S. 38, 42 (2019) (citations omitted). Qualified immunity
“affords government officials ‘breathing room’ to make reasonable—even if sometimes
mistaken—decisions.” DiStiso v. Cook, 691 F.3d 226, 240 (2d Cir. 2012). “To determine
whether an official is entitled to qualified immunity, we consider (1) ‘whether the facts that a
plaintiff has shown make out a violation of a constitutional right,’ and (2) ‘whether the right
at issue was ‘clearly established’ at the time of defendant’s alleged misconduct.’” Matusak v.
Daminski, 165 F.4th 702, 711 (2d Cir. 2026) (quoting Pearson v. Callahan, 555 U.S. 223, 232
(2009)) (alterations adopted). Because I have concluded that a reasonable jury could find that
George violated Lipkin’s First Amendment rights, George “is entitled to qualified immunity
only if the rights at issue in this case were not ‘clearly established’ at the time of her challenged
conduct.” Vullo, 144 F.4thth at 389.
“To be sure, a case directly on point is not required for a right to be clearly established.”
Liberian Cmty. Ass’n of Conn. v. Lamont, 970 F.3d 174, 186 (2d Cir. 2020) (citation and
internal quotation marks omitted). “A right is clearly established if the contours of the right
are sufficiently clear that a reasonable official would understand that what [they are] doing
violates that right.” Eaton v. Estabrook, 144 F.4th 80, 93 (2d Cir. 2025) (internal quotation
marks omitted). “In determining if a right is clearly established,” the Second Circuit has
instructed that I should analyze “whether (1) it was defined with reasonable clarity, (2) the
Supreme Court or the Second Circuit has confirmed the existence of the right, and (3) a
reasonable defendant would have understood that his conduct was unlawful.” Radwan v.
Manuel, 55 F.4th 101, 114 (2d Cir. 2022) (quoting Doninger v. Niehoff, 642 F.3d 334, 345 (2d
Cir. 2011)). In conducting this analysis, I construe all factual disputes in Lipkin’s favor. See
Eaton, 144 F.4th at 94; Walker v. Schult, 45 F.4th 598, 617 (2d Cir. 2022) (“Any disputed
questions of material fact—such as the acts of the defendant and their effects on the plaintiff—
are to be determined by the factfinder.”).
George’s primary argument is that she is qualifiedly immune because it is not clearly
established how to analyze retaliation claims brought by the “employee of a municipal
contractor.” Def.’s Mem. 22. But as described above, CS-HHC was not a municipal contractor.
Because Lipkin’s employer cannot be classified as a government contractor, any uncertainty
in how to analyze such claims—if such uncertainty indeed exists—does not bear on whether
George is entitled to qualified immunity.
Indeed, resolving all disputed factual issues and drawing all inferences in Lipkin’s
favor, it is plain that clearly established law imposed liability in these circumstances. The Court
rejected George’s qualified immunity argument at the motion-to-dismiss stage, observing that
a “government official’s retaliation against a private citizen for engaging in constitutionally
protected speech is an infringement of the First Amendment right.” MTD Op., 2024 WL
1119958, at *6. At summary judgment, George does not make any attempt to meet her burden
to distinguish this record—viewed in the light most favorable to Lipkin—from the long line
of authority establishing that a public official cannot retaliate against a private citizen on
account of the citizen’s protected expression.13 See, e.g., Hartman v. Moore, 547 U.S. 250,
256 (2006) (“[T]he law is settled that as a general matter the First Amendment prohibits
government officials from subjecting an individual to retaliatory actions, including criminal
prosecutions, for speaking out.”); Sheppard v. Beerman, 94 F.3d 823, 827 (2d Cir. 1996)
(reiterating that First Amendment permits adverse employment action only when the protected
speech disrupts workplace); Beechwood Restorative Care Ctr. v. Leeds, 436 F.3d 147, 153-54
(2d Cir. 2006) (holding that employees of a regulatory agency can be liable under the First
Amendment for retaliating against a regulated entity); Royal Crown Day Care LLC v. Dep’t of
Health & Mental Hygiene of City of New York, 746 F.3d 538, 545 (2d Cir. 2014) (holding that
plaintiff’s “right[] to be free from retaliation” following protected speech was clearly
established); see also Clark v. Boughton, No. 3:21-CV-1372 (SRU), 2022 WL 4778582, at *16
(D. Conn. Oct. 3, 2022) (collecting cases in support of the proposition that the “rights to
criticize a public official, and to be free from retaliation for doing so, have long been protected
by the First Amendment”).
Moreover, in the First Amendment context, the Second Circuit has recognized that
qualified immunity is not available where (1) “specific intent of a defendant is an element of
plaintiff’s claim under clearly established law” and (2) a “plaintiff has adduced sufficient
13 As the Second Circuit recently explained, George’s argument here—that qualified immunity
attaches “because the relevant caselaw, persuasive as it may be, does not clearly bar the challenged
conduct”—requires courts to confront “the difficult question of whether the relevant factual
circumstances are truly ‘novel’ under existing precedent.” Vullo, 144 F.4th at 390. George’s
briefing does not confront the “difficult question” of identifying how competent evidence in the
record renders this case “truly novel.”
evidence of that intent to defeat summary judgment.” Mandell v. Cnty. of Suffolk, 316 F.3d
368, 385 (2d Cir. 2003); Sheppard v. Beerman, 94 F.3d 823, 828 (2d Cir. 1996) (stating that
qualified immunity is unavailable where a plaintiff shows “particularized evidence of direct or
circumstantial facts supporting his claim of unconstitutional motive”); see also Davi v. Guinn,
No. 16-CV-5060 (ERK) (PK), 2024 WL 2746940 (E.D.N.Y. May 29, 2024), at *11-12 (stating
that in the First Amendment retaliation context, “qualified immunity does not apply where
there is evidence that the defendants’ actual motive was to retaliate against the employee’s
speech rather than due to a concern about disruption”). Thus, qualified immunity should not
be granted on a First Amendment retaliation claim where a plaintiff has presented evidence of
a defendant’s retaliatory animus. Cecchini v. Schenck, No. 3:14-CV-1704 (MPS), 2017 WL
902849, at *16 (D. Conn. Mar. 7, 2017) (observing that qualified immunity was not appropriate
“[b]ecause the central issue here is the causal connection, i.e., retaliatory animus”).
George’s motive in writing her email—whether she wrote to Lipkin’s supervisors to
retaliate for Lipkin’s protected conduct or, as George maintains, to address Lipkin’s
inappropriate and unprotected workplace conduct—is a required element of Lipkin’s
retaliation claim. And, as noted throughout this opinion, Lipkin has adduced sufficient
evidence to create a triable issue of George’s motive. To wit: the record includes evidence
from which a jury could reasonably find that George’s email contained information that
George knew was untrue, which would support the inference that George sent the email with
the intent of retaliating for Lipkin’s protected expression. I therefore conclude from this record
that George is not entitled to summary judgment on Lipkin’s First Amendment claim.
B. State Law Claims
George also seeks judgment as a matter of law on Lipkin’s state law claims of
defamation per se and tortious interference with contractual relations. I conclude that triable
issues remain as to each claim.
1. Defamation Per Se
Lipkin asserts that George is liable for defamation per se by making false statements to
Lipkin’s supervisors at CS-HHC that injured Lipkin’s professional reputation. Am. Compl. 7.
George argues that the defamation claim fails as a matter of law because George was merely
expressing her opinion of Lipkin rather than purporting to assert objective facts. Def.’s Mem.
25-27.
“A defamatory statement is defined as a communication that tends to harm the
reputation of another as to lower him in the estimation of the community or to deter third
persons from associating or dealing with him. But it is not enough that the statement inflicts
reputational harm. To be actionable, the statement in question must convey an objective fact,
as generally, a defendant cannot be held liable for expressing a mere opinion.” NetScout
Systems, Inc. v. Gartner, Inc., 334 Conn. 396, 410 (2020) (citations and internal quotation
marks omitted). The Connecticut Supreme Court has identified several factors a court should
consider in analyzing whether a statement expressed an opinion or instead purported to convey
an objective fact. These include “(1) whether the general tenor of the entire work negates the
impression that the defendant was asserting an objective fact, (2) whether the defendant used
figurative or hyperbolic language that negates that impression, and (3) whether the statement
in question is susceptible of being proved true or false.” Id. at 413 (citation omitted). Even if
the distinction between fact and opinion can be “somewhat nebulous,” the Connecticut
Supreme Court has emphasized that the lodestar should be “whether ordinary persons hearing
or reading the matter complained of would be likely to understand it as an expression of the
speaker’s or writer’s opinion, or as a statement of existing fact.” Goodrich v. Waterbury
Republican-American, Inc., 188 Conn. 107, 112 (1982) (citation and internal quotation marks
omitted).
Lipkin’s briefing identifies several statements within George’s April 5 email that I
agree expressed facts rather than opinions. Pl.’s Mem. 17-18. For example, George’s email
reported that “Sarah proceeded to accuse the staff [at BHCare] of not doing their job. She
stated that every week when she came by she saw the staff doing nothing, so she wasn’t
surprised that they did not have a plan for the couple.” ECF No. 87-9, at 2. George also wrote
that, before the argument on March 29, 2022, “I had received several complaint[s] from the
staff about how disrespectful Sarah had been to both staff and clients.” Id. George also reported
that Lipkin had responded dismissively and engaged in “delay tactics” rather than attending to
the needs of an elderly patient. Id. at 2-3.
Each of these statements conveyed objective, falsifiable facts. I therefore agree that
these statements properly form the basis of a defamation claim. George’s motion for summary
judgment as to the defamation claim is accordingly denied.
2. Interference with Contractual Relations
Lipkin asserts that George tortiously interfered with Lipkin’s contractual employment
relationship. Am. Compl. 7.
“A claim for intentional interference with contractual relations requires the plaintiff to
establish: (1) the existence of a contractual or beneficial relationship; (2) the defendant’s
knowledge of that relationship; (3) the defendant’s intent to interfere with the relationship; (4)
that the interference was tortious; and (5) [that there was] a loss suffered by the plaintiff that
was caused by the defendant’s tortious conduct.” Sackman v. Quinlan, 198 Conn. App. 614,
628 (2020) (citation omitted).
George contends that Lipkin cannot satisfy the third, fourth, and fifth elements. Def.’s
Mem. 29-30. I disagree. Resolving all factual disputes in Lipkin’s favor, a reasonable jury
could conclude from George’s email that George published false statements with the intent of
causing Lipkin to lose their job at CS-HHC. Although George suggests her goal was not for
Lipkin to lose their job and testified that she wrote to CS-HHC “in hopes that we could sit
down and talk,” ECF No. 87-4, at 20, the jury could infer otherwise because George’s email
never requested a meeting. Moreover, a jury could conclude from the record that George
interfered tortiously insofar as her email included false statements about Lipkin’s
professionalism and medical skill.
Finally, a jury could permissibly find that this interference caused Lipkin’s employer
to terminate Lipkin’s contract for cause.
3. Qualified Privilege
Without conceding liability as to the state law claims, George argues her statements are
subject to the qualified privilege for statements made in the bona fide discharge of the
employee’s official duties. Def.’s Mem. 30-33.
“When considering whether a qualified privilege protects a defendant in a defamation
case, the court must resolve two inquiries. The first is whether the privilege applies, which is
a question of law . . . . The second is whether the applicable privilege nevertheless has been
defeated through its abuse, which is a question of fact.” Khan v. Yale Univ., 347 Conn. 1, 49
(2023) (citation and internal quotation marks omitted). “To establish a qualified privilege
defense, a defendant must prove five elements: ‘(1) an interest to be upheld, (2) a statement
limited in scope to this purpose, (3) good faith, (4) a proper occasion, and (5) a publication in
a proper manner to proper parties only.’” Cox v. Galazin, 460 F. Supp. 2d 380, 390 (D. Conn.
2006) (quoting Miles v. Perry, 11 Conn. App. 584, 595 (1987)). “As a general matter, a
qualified privilege in a defamation case may be defeated if it can be established that the holder
of the privilege acted with malice in publishing the defamatory material.” Gambardella v.
Apple Health Care, Inc., 291 Conn. 620, 630 (2009). “[M]alice is not restricted to hatred, spite
or ill will against a plaintiff, but includes any improper or unjustifiable motive.” Id. at 630
(quoting Bleich v. Ortiz, 196 Conn. 498, 504 (1985)). The “qualified privilege is lost upon a
showing of either actual malice, i.e., publication of a false statement with actual knowledge of
its falsity or reckless disregard for its truth, or malice in fact, i.e., publication of a false
statement with bad faith or improper motive.” Gambardella, 291 Conn. at 630 (emphasis in
original).
Resolving all disputed issues of fact and drawing all inferences in Lipkin’s favor, and
assuming for the sake of argument that the privilege applies, I nonetheless decline to apply the
privilege because I conclude that a reasonable trier of fact could conclude that George made
her statements with malice. That is, a jury could conclude that George acted with actual malice
in sending an email that she knew or should have known contained false statements concerning
Lipkin’s professionalism. As material issues of fact remain on the applicability of the qualified
privilege, George’s motion for summary judgment as to both state law claims is denied.
IV. CONCLUSION
For the foregoing reasons, Defendant Velma George’s Motion for Summary Judgment
is denied. The court will convene the parties for a scheduling conference to set deadlines for
trial submissions and to query the parties’ interest in a referral to a United States Magistrate
Judge to conduct a settlement conference.
SO ORDERED.
New Haven, Connecticut
March 31, 2026
/s/Sarah F. Russell
SARAH F. RUSSELL
United States District Judge