Opinion

Gwen Togonidze v. Brad Livingston

  • 618 F. App'x 201
Court
Court of Appeals for the Fifth Circuit
Filed
Jul 17, 2015
Status
Unpublished
On the bench
Stewart, Haynes, Brown
Nature of suit
Prisoner w/ Counsel
Cited by
27 cases
Authority
More cited than 81.5%

holding that a district court’s defer-and-discover order in a similar wrongful death case against Livingston, Thaler, and Stephens complied with our precedent for issuing such orders, and dismissing for lack of jurisdiction

How later courts described this case

  • holding that a district court’s defer-and-discover order in a similar wrongful death case against Livingston, Thaler, and Stephens complied with our precedent for issuing such orders, and dismissing for lack of jurisdiction
  • finding “the limited discovery is narrowly tailored. The ordered discovery seeks to reveal what Appellants knew, when they knew it, and what actions (or inactions) they took in light of this knowledge.”
  • affirming holding that inmates with heat-sensitive medical conditions who were housed in cells where the temperature exceeded 100 degrees had asserted facts that, if proven, would overcome qualified immunity
  • considering case involving the “heat- related deaths of five prisoners who died while housed in facilities operated by [TDCJ]”

Written by the judges who cited it.

The opinion

Case: 14-40579 Document: 00513119453 Page: 1 Date Filed: 07/17/2015

IN THE UNITED STATES COURT OF APPEALS

FOR THE FIFTH CIRCUIT United States Court of Appeals

Fifth Circuit

FILED

July 17, 2015

No. 14-40579

Lyle W. Cayce

Clerk

EDNA WEBB, Individually and as heir at law; KEVIN WEBB, Individually

and as the representative of the Estate of Robert Allen Webb; CASEY

AKINS, Individually and as heir at law; ESTATE OF ROBERT ALLEN

WEBB; CHRISTIAN CARSON,

Plaintiffs - Appellees

v.

BRAD LIVINGSTON; WILLIAM STEPHENS; WARDEN RICK THALER,

Defendants - Appellants

---------------------------------------------------

Cons. w/No. 14-40586

EDNA WEBB, Individually and as heir at law; KEVIN WEBB, Individually

and as the representative of the Estate of Robert Allen Webb; CASEY

AKINS, Individually and as heir at law; ESTATE OF ROBERT ALLEN

WEBB; CHRISTIAN CARSON,

Plaintiffs

v.

BRAD LIVINGSTON; WILLIAM STEPHENS; WARDEN RICK THALER,

Defendants

------------------------------------------------------

GWEN TOGONIDZE, as Next Friend of J.T., a Minor; J. T., a Minor,

Plaintiffs - Appellees

v.

Case: 14-40579 Document: 00513119453 Page: 2 Date Filed: 07/17/2015

No. 14-40579; 14-40586; 14-40756

BRAD LIVINGSTON; WILLIAM STEPHENS; WARDEN RICK THALER,

Defendants - Appellants

---------------------------------------------------

Cons. w/ No. 14-40756

ASHLEY ADAMS, Individually and as the representative of the Estate of

Rodney Gerald Adams; WANDA ADAMS, Individually; MARY LOU JAMES,

Individually; CARLETTE HUNTER JAMES, Individually and as the

representative of the Estate of Kenneth Wayne James; KRYSTAL JAMES,

Individually and as heir-in-law to the Estate of Kenneth Wayne James;

KRISTY JAMES, Individually and as heir-in-law to the Estate of Kenneth

Wayne James; KENDRICK JAMES, Individually and as heir-in-law to the

Estate of Kenneth Wayne James; ARLETTE JAMES, Individually and as

heir-in-law to the Estate of Kenneth Wayne James; JONATHAN JAMES,

Individually and as heir-in-law to the Estate of Kenneth Wayne James;

KENNETH EVANS, Individually and as heir-in-law to the Estate of Kenneth

Wayne James; CADE HUDSON, Individually and as the representative of

the Estate of Douglas Hudson; ESTATE OF RODNEY GERALD ADAMS;

ESTATE OF KENNETH WAYNE JAMES; ESTATE OF DOUGLAS

HUDSON,

Plaintiffs - Appellees

v.

RICK THALER; WILLIAM STEPHENS; BRAD LIVINGSTON, Individually

and in his official capacity,

Defendants - Appellants

Appeals from the United States District Court

for the Eastern District of Texas

USDC No. 6:13-CV-711

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No. 14-40579; 14-40586; 14-40756

Before STEWART, Chief Judge, HAYNES, Circuit Judge, and BROWN,

District Judge.*

PER CURIAM:**

This consolidated appeal 1 arises from the heat-related deaths of five

prisoners who died while housed in facilities operated by the Texas

Department of Criminal Justice (TDCJ). Appellants Brad Livingston, William

Stephens, and Rick Thaler, three top TDCJ executives, challenge the district

court’s decision to defer and carry their motions to dismiss on the basis of

qualified immunity. The district court, agreeing in large part with the

magistrate judge’s report and recommendation, concluded that significant,

unanswered questions made it unable to rule on Appellants’ immunity defense.

Therefore, the district court postponed ruling on Appellants’ motions to dismiss

until the parties completed court-ordered discovery limited to the issue of

qualified immunity. Concluding that we lack jurisdiction over this appeal, we

DISMISS.

I.

During the summers of 2011 and 2012, Robert Allen Webb, Alexander

Togonidze, Rodney Adams, Kenneth Wayne James, and Douglas Hudson

(collectively, decedents), five prisoners incarcerated in several TDCJ prison

facilities, died from heat-related injuries. Following their deaths, the

decedents’ family members (Appellees) brought three separate lawsuits

* District Judge of the Eastern District of Louisiana, sitting by designation.

**Pursuant to 5TH CIR. R. 47.5, the court has determined that this opinion should not

be published and is not precedent except under the limited circumstances set forth in 5TH

CIR. R. 47.5.4.

1 On Appellants’ motion, this court consolidated Edna Webb, et al. v. Brad Livingston,

et al. No. 14-40579; Gwen Togonidze, et al. v. Brad Livingston, et al. No. 14-40586; and Ashley

Adams, et al. v. Brad Livingston, et al., No. 14-40756 for appeal, with Webb as the lead case.

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asserting causes of action against several parties, including Brad Livingston,

Rick Thaler, and William Stephens (Appellants) in their individual capacities.

Relevant to the present appeal, Appellees claimed, under 42 U.S.C. § 1983,

that Appellants acted with deliberate indifference to the decedents’ health and

safety needs in violation of the Eighth and Fourteenth Amendments. 2

The complaints alleged that during the summer months, the prison

facilities where the decedents were housed experienced outside temperatures

above 100 degrees Fahrenheit for weeks at a time. These prisons did not have

air conditioning in the inmate living areas, which routinely caused the indoor

apparent, or “feels like,” temperature to exceed 100 degrees. At such

temperatures, heatstroke becomes “imminent” even for those in good health.

However, the decedents were not in good health. Each decedent had a heat-

sensitive disability that made them particularly vulnerable to heatstroke at

high temperatures. Specifically, they suffered from hypertension, diabetes,

depression or a combination thereof, which required them to take medications

that interfered with their bodies’ ability to regulate temperature. Appellees

claimed that Appellants were aware of these alleged facts but failed to

promulgate adequate policies to address the extreme heat endured by

prisoners in the prison living areas. Appellees contended that Appellants’

actions and inactions amounted to deliberate indifference, which proximately

caused decedents’ deaths.

Appellants filed motions to dismiss pursuant to Federal Rule of Civil

Procedure 12(b)(6) in each of the three lawsuits, asserting qualified immunity.

2 Relatives of Douglas Hudson and Kenneth James also asserted a denial of medical

care claim under the Eighth and Fourteenth Amendments, and all Appellees asserted claims

under the Americans with Disabilities Act, Rehabilitation Act, and Texas state law for

negligence. Those claims are not part of this appeal.

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Addressing the motion filed in the Webb case, the magistrate judge concluded

that discovery limited to Appellants’ entitlement to qualified immunity was

necessary to rule on the pending motion to dismiss. Accordingly, the

magistrate judge recommended that Appellants’ motion to dismiss be denied

and that limited discovery be permitted on the issue of qualified immunity.

On de novo review, the district court agreed in substance with the

magistrate’s recommendation but disagreed in part with the recommended

disposition. Instead of denying Appellants’ motion to dismiss, the district

court, relying on Backe v. LeBlanc, 691 F.3d 645 (5th Cir. 2012), deferred and

carried the motion to be revisited after the completion of discovery limited to

Appellants’ immunity defense. Pursuant to Backe, the district court reviewed

the Webb complaint and concluded that, if true, the complaint’s allegations

were sufficient to overcome the Appellants’ immunity defense. The district

court further found that there were significant unanswered questions, which

made it unable to rule on the immunity defense without clarification of

pertinent facts and therefore ordered limited discovery. 3 Appellants timely

appealed.

II.

Though neither party addresses the issue of this court’s jurisdiction to

review the district court’s order, “[w]e must, as always, determine our own

jurisdiction before proceeding further.” Backe, 691 F.3d at 647. Generally, this

court lacks jurisdiction to review an order compelling limited discovery under

3 Shortly after it issued its order in Webb, the district court, on the parties’ joint

recommendation, consolidated Webb, Togonidze, and Adams, for the purpose of discovery and

other pre-trial matters. Subsequently, the district court issued its order in Webb, deferring

and carrying Appellants’ motions to dismiss and permitting discovery limited to qualified

immunity, in the other two cases. All three complaints, signed by the same attorney, contain

substantially similar factual allegations.

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the final judgment rule. Lion Boulos v. Wilson, 834 F.2d 504, 506 (5th Cir.

1987) (citing 28 U.S.C. § 1291). “However, we have repeatedly held that a

district court’s order that declines or refuses to rule on a motion to dismiss

based on a government officer’s defense of qualified immunity is an

immediately appealable order.” Zapata v. Melson, 750 F.3d 481, 484 (5th Cir.

2014) (citations omitted). The court has reasoned that such an order is

effectively a denial of qualified immunity, a disposition that is immediately

appealable as a collateral final order. See Helton v. Clements, 787 F.2d 1016,

1017 (5th Cir. 1986) (per curiam).

Qualified immunity protects government officials “from liability for civil

damages insofar as their conduct does not violate clearly established statutory

or constitutional rights of which a reasonable person would have known.” 4

Harlow v. Fitzgerald, 457 U.S. 800, 818 (1982). This immunity extends beyond

a defense to liability to protect government officials from the burdens of

litigation, including “pretrial discovery, which is costly, time-consuming, and

intrusive.” Backe, 691 F.3d at 648 (citation omitted). Nevertheless, “qualified

immunity does not shield government officials from all discovery but only from

discovery which is either avoidable or overly broad.” Lion Boulos, 834 F.2d at

507. Accordingly, this court has established a procedure by which a district

court may defer ruling on the issue of qualified immunity if further factual

4 To determine whether an official is entitled to qualified immunity, the court must

conduct a two-step inquiry. First, the court must decide “whether the facts that a plaintiff

has alleged . . . make out a violation of a consitutitonal right.” Pearson v. Callahan, 555 U.S.

223, 232 (2009) (citation omitted). Second, if the plaintiff has alleged a constitutional

violation, the court must determine whether the right at issue was clearly established at the

time of the alleged misconduct. Id.

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development is required to determine the availability of that defense. See

Zapata, 750 F.3d at 485; Backe, 691 F.3d at 648.

As a threshold matter, the district court must find “that the plaintiff’s

pleadings assert facts which, if true, would overcome the defense of qualified

immunity.” Wicks v. Miss. State Emp’t Servs., 41 F.3d 991, 994 (5th Cir. 1995).

“Thus, a plaintiff seeking to overcome qualified immunity must plead specific

facts that both allow the court to draw the reasonable inference that the

defendant is liable for the harm he has alleged and that defeat a qualified

immunity defense with equal specificity.” Backe, 691 F.3d at 648. If the

complaint alleges facts sufficient to overcome the defense of qualified

immunity, and the district court is “unable to rule on the immunity defense

without further clarification of the facts,” then it may allow discovery

“narrowly tailored to uncover only those facts needed to rule on the immunity

claim.” Id. (quoting Lion Boulos, 834 F.2d at 507–08) (internal quotation

marks omitted).

When a district court complies with this procedure, this court lacks

jurisdiction to review the interlocutory order. Id. However, the court does

have jurisdiction if the district court: (1) fails to find that the complaint

overcomes the defendant’s qualified immunity defense; (2) refuses to rule on

the qualified immunity defense; or (3) issues a discovery order that is not

narrowly tailored to uncover facts relevant only to the issue of qualified

immunity. See id. (citations omitted).

Our jurisdiction over this appeal hinges on the first and third inquiries,

that is, whether the district court properly found that the complaint overcame

Appellants’ qualified immunity defense and whether the district court’s

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discovery order was narrowly tailored to uncover facts relevant to the defense. 5

We review a district court’s decision to defer ruling on a motion to dismiss and

its discovery order for abuse of discretion. Id. at 649.

A.

We must first determine whether the district court correctly concluded

that Appellees’ complaint asserted facts, which, if true, would overcome

Appellants’ qualified immunity defense. “To overcome the immunity defense,

the complaint must allege facts that, if proven, would demonstrate that

[Appellants] violated clearly established statutory or constitutional rights.”

Wicks, 41 F.3d at 995. Such facts must be particular. See id. “A pleading that

offers labels and conclusions or formulaic recitation of the elements of a cause

of action will not do.” Williams-Boldware v. Denton Cnty., Tex., 741 F.3d 635,

643 (5th Cir. 2014) (quoting Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009))

(internal quotation marks omitted).

Appellees claim that Appellants’ actions and inactions in the face of

extremely hot temperatures violated the decedents’ Eighth Amendment right

to be housed in humane conditions of confinement. “The Constitution does not

mandate comfortable prisons . . . but neither does it permit inhumane ones.”

Farmer v. Brennan, 511 U.S. 825, 832 (1994) (internal quotation marks and

5 The second scenario, in which the district court refuses to rule on the qualified

immunity defense, is governed by Helton, 787 F.2d at 1017. There, this court held that a

district court’s order declining or refusing to rule on a motion to dismiss based on the defense

of qualified immunity is an immediately appealable order. Id. Helton, however, announces

a narrow holding that this court has refused to extend. See Meza v. Livingston, 537 F.3d 364,

367 (5th Cir. 2008). Helton’s narrow holding does not reach the facts of this case as there,

the district court refused to rule on the defendant’s immunity defense until trial, thus

depriving defendant of his right not to stand trial. 787 F.2d at 1017. Here, by contrast, the

district court deferred ruling on Appellants’ immunity defense until the court could rule on

the motion to dismiss or motion for summary judgment after the completion of limited

discovery.

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citation omitted). Indeed, the Eighth Amendment requires that prison officials

“provide humane conditions of confinement; they must ensure that inmates

receive adequate food, clothing, shelter, and medical care, and must take

reasonable measure to ensure the safety of the inmates.” Gates v. Cook, 376

F.3d 323, 332 (5th Cir. 2004) (citing Farmer, 511 U.S. at 832).

A plaintiff must meet two requirements to establish an Eighth

Amendment violation. First, “the deprivation alleged must be, objectively,

sufficiently serious.” Farmer, 511 U.S. at 834 (internal quotation marks and

citations omitted). Conditions of confinement that deprive an inmate of “the

minimal civilized measure of life’s necessities . . . are sufficiently grave to form

the basis of an Eighth Amendment violation.” Wilson v. Seiter, 501 U.S. 294,

298 (1991) (internal quotation marks and citation omitted). Second, the

plaintiff must show that the prison official acted with deliberate indifference

to that known risk. Farmer, 511 U.S. at 834. A prison official acts with

deliberate indifference if “he knows that inmates face a substantial risk of

serious harm and disregards that risk by failing to take reasonable measures

to abate it.” Id. at 847. “Whether a prison official had the requisite knowledge

of a substantial risk is a question of fact subject to demonstration in the usual

ways, including inference from circumstantial evidence, and a factfinder may

conclude that a prison official knew of a substantial risk from the very fact that

the risk was obvious.” Gates, 376 F.3d at 333 (citation omitted).

Appellees’ allegations, if true, satisfy both requirements. First,

Appellees’ allegations demonstrate that the decedents’ exposure to extreme

heat posed an objective and substantial risk of serious harm. It is well

established in this Circuit that exposure to extremely hot temperatures

presents a substantial risk of serious harm to inmate safety. See Ball v.

LeBlanc, ---F.3d---, 2015 WL 4114473, at *4 (5th Cir. July 8, 2015) (affirming

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the district court’s finding that evidence of inmates’ heightened vulnerability

to high temperatures coupled with high summer temperatures in inmate

housing posed a substantial risk of serious harm); Gates, 376 F.3d at 340

(determining that exposure to consistently hot temperatures constituted a

substantial risk of serious harm to inmates); Smith v. Sullivan, 553 F.2d 373,

381 (5th Cir. 1977) (stating that “[i]f the proof shows the occurrence of extremes

of temperature that are likely to be injurious to inmates’ health[,] relief should

be granted”).

Second, Appellees’ complaint sufficiently alleges that Appellants knew

of, but were deliberately indifferent to, this known risk of harm. The complaint

alleges that Appellants knew: the prison locations where the decedents were

housed were experiencing a severe heatwave with temperatures in the

hundreds; the prisons’ indoor temperatures routinely exceeded 100 degrees;

the inmate living areas were not air conditioned or otherwise cooled to bring

down these extreme temperatures; and such extreme temperatures made

heatstroke imminent, especially for those with heat-related vulnerabilities like

decedents. The complaint also alleges that Appellants discussed the risk posed

by inmate exposure to extreme heat, routinely reviewed documents reporting

heat-related injuries suffered by prisoners and staff, sent out an informal email

warning of the risk, and provided (inadequate) training to correctional officers

highlighting the warning signs of heat-related illness. Despite this knowledge,

the complaint alleges that Appellants inadequately responded to the risk or

took no action to protect heat-sensitive inmates, like the decedents, from the

extreme heat. These allegations, if true, can demonstrate that Appellants

acted with deliberate indifference to a known risk. See Ball, 2015 WL 4114473

at *6 (concluding that officials’ failure to act despite their awareness of

extremely high indoor temperatures, review of records listing those prisoners

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that were susceptible to heat, and articulated concern about the high

temperatures was sufficient to show deliberate indifference). Moreover, the

open and obvious nature of the alleged conditions further supports the

reasonable inference that Appellants were deliberately indifferent. 6 See Gates,

376 F.3d at 340 (affirming trial court’s finding of a prison system’s deliberate

indifference based on the open and obvious nature of extreme heat in prison

facilities).

Having determined that Appellees’ complaint sufficiently alleges facts,

taken as true, to state a violation of decedents’ Eighth Amendment right, we

must next determine whether that right was clearly established. We conclude

that it was. To be clearly established, “[t]he contours of the right must be

sufficiently clear that a reasonable official would understand that what he is

doing violates that right.” Anderson v. Creighton, 483 U.S. 635, 640 (1987). In

other words, the court must determine “whether the state of the law in [2011]

gave [Appellants] fair warning that their alleged treatment of [the decedents]

was unconstitutional.” Hope v. Pelzer, 536 U.S. 730, 741 (2002). A prisoner’s

right to be free from extreme temperatures was clearly established in 2011. 7

6 Contrary to Appellants’ suggestion, Appellees’ allegations that Appellants failed to

promulgate adequate policies despite knowing the effect of extreme heat on heat-sensitive

prisoners like the decedents, if true, could support the imposition of supervisory liability. See

Sanders v. Foti, 281 F.3d 1279 (5th Cir. 2001) (per curiam) (unpublished) (holding that

allegations that a state prison system’s executive failed to establish a policy to prevent

constitutional violations, which led to plaintiff’s harm, were sufficient to establish

supervisory liability); Stitt v. Klevenhagen, 50 F.3d 1032 (5th Cir. 1995) (per curiam)

(unpublished) (concluding that supervisory liability could be established where complaint

alleged that the supervisor was aware of a constitutional violation, failed to correct it, and

the supervisor’s failure caused the plaintiff’s injury).

7 Appellants acknowledged at oral argument that decedents had a clearly established

right to be free from extreme temperatures. Nevertheless, they maintained that this is too

broad a pronouncement of the governing law to have alerted them that their alleged

mistreatment of the decedents violated their constitutional rights. Relying on Gates v. Cook,

where this court upheld an injunction requiring Mississippi prison officials to provide fans,

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See Wilson, 501 U.S. at 304 (proposing that “a low cell temperature at night

combined with a failure to issue blankets” can violate the Eighth Amendment);

see also Gates, 376 F.3d at 339–40; Sullivan, 553 F.2d at 381.

By containing facts, which, if true, demonstrate that Appellants violated

the decedents’ clearly established Eighth Amendment right to be free from

extreme heat, Appellees’ allegations are sufficient to overcome Appellants’

qualified immunity defense. See Wicks, 41 F.3d at 995. Because the district

court properly conducted this threshold inquiry, it was within its discretion to

additional access to ice water, and daily showers, 376 F.3d at 339–40, Appellants contended

that the clearly established law of this Circuit held that subjecting inmates to extreme

temperatures without remedial measures is unconstitutional. We disagree. Appellants have

pointed to no case law that so narrowly defines the boundaries of the clearly established law

within this context. Indeed, Valigura v. Mendoza, a case on which Appellants also relied,

broadly defined the contours of the inmate’s right, concluding that as of 2004, “it was clearly

established that [the inmate] had a right to be free from cruel and unusual punishment,”

which included the right not to be subject to extremely hot temperatures. 265 F. App’x 232,

236 (5th Cir. 2008) (per curiam). We further observed that “the contours of these rights were

sufficiently clear at the time of the alleged deprivation.” Id.

Moreover, even assuming arguendo that Appellants have offered a correct statement

of the clearly established law, the mere presence of remedial measures would not end the

inquiry, as such measures must be adequate. Indeed, we have affirmed determinations that

prison officials violated the Eighth Amendment despite evidence that the officials

implemented the remedial measures approved in Gates, where such measures proved

inadequate to protect inmates from the extreme heat. See Ball v. LeBlanc, ---F.3d---, 2015

WL 4114473, at *4 (5th Cir. July 8, 2015); Blackmon v. Garza, 484 F. App’x 866, 871–72 (5th

Cir. 2012) (per curiam). Appellees allege that Appellants’ remedial measures were

inadequate to protect decedents from the extreme heat. These allegations, which we must

accept as true, can overcome Appellants’ immunity defense.

Finally, our conclusion is not out of step with the Supreme Court’s recent decision in

Taylor v. Barkes, 135 S. Ct. 2042 (2015). There, the Court faulted the Third Circuit Court of

Appeals for holding that an inmate had a clearly established Eighth Amendment right to the

proper implementation of adequate suicide prevention protocols, when there was no decision

of the Supreme Court that “even discusses suicide screening or prevention protocols,” and the

Third Circuit’s own case law did not clearly recognize that such a right existed. Id. at 2044.

By contrast, Supreme Court case law strongly suggests, see Wilson, 501 U.S. at 304, and our

precedent establishes that an inmate has a constitutional right to be free from extreme

temperatures. See Gates, 376 F.3d at 339–40; Sullivan, 553 F.2d at 381.

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determine whether limited discovery was necessary to rule on Appellants’

entitlement to the immunity defense. See id.

B.

We next address whether the district court’s discovery order was

“narrowly tailored to uncover only those facts needed to rule on the immunity

claim.” Backe, 691 F.3d at 648 (internal quotation marks and citation omitted).

After concluding that the complaint pleads facts sufficient to overcome an

asserted qualified immunity defense, a district court may permit limited

discovery relevant to the defense. See id.; see also Schultea v. Wood, 47 F.3d

1427, 1434 (5th Cir. 1995) (en banc) (allowing a district court to order limited

discovery if “it finds that plaintiff has supported his claim with sufficient

precision and factual specificity to raise genuine issues as to the illegality of

defendant’s conduct at the time of the alleged acts”).

As previously mentioned, an order compelling limited discovery is not

generally appealable under the final judgment rule. Lion Boulos, 834 F.2d at

506. However, “in qualified immunity cases such as this one, immediate

appeal is available for discovery orders which are either avoidable or overly

broad.” Gaines v. Davis, 928 F.2d 705, 707 (5th Cir. 1991). A district court’s

discovery order is neither avoidable nor overly broad, and therefore not

immediately appealable, when: (1) the defendant’s entitlement to immunity

turns at least partially on a factual question; (2) the district court is unable to

rule on the immunity defense without clarification of these facts; and (3) the

discovery order is narrowly tailored to uncover only the facts necessary to rule

on the immunity defense. Lion Boulos, 834 F.2d at 507–508.

Applying the first factor, the district court properly concluded that

Appellants’ entitlement to qualified immunity turned at least partially on an

issue of fact. To determine whether Appellants are entitled to qualified

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immunity, the district court must evaluate whether Appellants acted with

deliberate indifference by subjectively disregarding a known risk, Farmer, 511

U.S. at 834, and whether the Appellants actions were objectively reasonable

despite the alleged deliberate indifference. See Porter v. Epps, 659 F.3d 440,

446 (5th Cir. 2011). Appellants’ subjective knowledge is a question of fact,

Gates, 376 F.3d at 333, which this court has recognized is “peculiarly within

the knowledge” and possession of Appellants. See Morgan v. Hubert, 335 F.

App’x 466, 472 (5th Cir. 2009) (quoting Schultea, 47 F.3d at 1432). Therefore,

the district court did not err in concluding that Appellants’ immunity defense,

which required an inquiry into Appellants’ alleged deliberate indifference,

turned in part on an issue of fact.

Moving to the second factor, the district court was within its discretion

in concluding that it was unable to rule on the immunity defense without

further clarification of the facts. To rule on the immunity defense, the district

court must assess “whether the official’s conduct would have been objectively

reasonable at the time of the incident.” Wilkerson v. Goodwin, 774 F.3d 845,

851 (5th Cir. 2014). This determination is complicated when, as here, the

deliberate indifference standard must be reconciled with the second prong’s

objective reasonableness standard. As this court has explained, “[o]bviously,

the analysis for objective reasonableness is different from that for deliberate

indifference (the subjective test for addressing the merits). Otherwise, a

successful claim of qualified immunity in this context would require

defendants to demonstrate that they prevail on the merits, thus rendering

qualified immunity an empty doctrine.” Hare v. City of Corinth, Miss., 135

F.3d 320, 328 (5th Cir. 1998). “Accordingly, . . . the subjective deliberate

indifference standard serves only to demonstrate the clearly established law in

effect at the time of the incident.” Id. In light of these complexities, we have

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observed that “[a]dditional facts . . . are particularly important when

evaluating the second prong of the qualified immunity test.” Morgan, 335 F.

App’x at 473. Therefore, the district court did not err in concluding that further

factual clarification was necessary to resolve the immunity issue. See id.

Finally, under the third factor, the limited discovery is narrowly tailored.

The ordered discovery seeks to reveal what Appellants knew, when they knew

it, and what actions (or inactions) they took in light of this knowledge.

Moreover, the district court was careful to prevent discovery that pertained to

the merits of Appellees’ underlying claims, and excluded discovery relevant to

other heat-related litigation. Consequently, the district court’s discovery order

is narrowly tailored to uncover only the facts necessary to rule on the immunity

defense.

Because the immunity defense turns on an issue of fact, the district court

concluded that it could not determine Appellants’ entitlement to the defense

without discovery, and discovery was limited to the issue of qualified

immunity, the district court did not abuse its discretion. Backe, 691 F.3d at

649. Accordingly, this court lacks jurisdiction to review the district court’s

discovery order. Lions Boulos, 834 F.2d at 508.

III.

In sum, the district court’s proper adherence to Circuit procedure in

deferring its ruling on Appellants’ motions to dismiss and ordering discovery

narrowly tailored to the issue of qualified immunity deprives this court of

jurisdiction over this appeal. Accordingly, we DISMISS for lack of

jurisdiction. 8

8 Both Appellants and Appellees filed an opposed motion for judicial notice. In light

of the disposition of this appeal, all pending motions are DENIED.

15

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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