# Petition for Writ of Certiorari — Mekss v. Wyoming Girls' School

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## Record

- **Collection:** Supreme Court brief
- **Document type:** Petition for Writ of Certiorari
- **Published:** January 1, 1992
- **Citation:** 502 U.S. 1032

## Text

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No. 91- +}
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IN THE

Supreme Court of the United States

OCTOBER TERM. 1991

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REGINA MEKSS,
Petitioner,

—_—vV.—
WYOMING GIRLS’ SCHOOL,

STATE OF WYOMING,
Respondent.

PETITION FORA WRIT OF CERTIORARI
TO THE SUPREME COURT OF WYOMING

PETITION FOR A WRIT OF CERTIORARI

Stephen L. Pevar
(Counsel of Record)
American Civil Liberties Union
Foundation
6825 East Tennessee Avenue
Building 2, Suite 262
Denver, Colorado 80224
(303) 321-4828

Jane A. Villemez

Graves, Santini & Villemez, P.C.
408 West 23rd Street, Suite One
Cheyenne, Wyoming 82001
(307) 638-8885

QUESTIONS PRESENTED

1. Whether the court below erred in holding, con-
trary to the view of five federal circuits, that a public
employee who reports her agency’s malfeasance to the
proper investigatory authority without first going through
the agency’s own chain of command automatically for-
feits all First Amendment protection and is subject to
dismissal.

2. Whether the court below erred in holding that a
public employee’s criticism of the manner in which pub-
lic officials investigate government malfeasance is enti-
tled to "limited" First Amendment protection.

3. Whether the court below erred in holding that
"secondhand" speech deserves less constitutional protec-
tion than speech based upon firsthand information.

LIST OF PARTIES

The caption of the case contains the names of all
parties.

TABLE OF CONTENTS

Page
PU ME PARP ERTUE TEES 5 ois ec ences ill
Co a re ]
I a a ee |
RELEVANT CONSTITUTIONAL PROVISION .. 2
eeeweeenenwe GPP BRO CAGE .. wn cc ccce seer 2
A. Factual Background ................. 2
i) WUOUOINNS TOOT ww wc ee te ome eo es 7
REASONS FOR GRANTING THE WRIT ...... 9
I. THE DECISION BELOW DIRECTLY
CONFLICTS WITH DECISIONS OF
FIVE UNITED STATES COURTS OF
SPSS er 10
Il. THE DECISION BELOW RAISES
ISSUES OF NATIONAL SIGNIFI-
CANCE CONCERNING THE MEAN-
ING AND SCOPE OF THIS COURTS
DECISIONS REGARDING THE
FIRST AMENDMENT RIGHTS OF
ae es FG g | 16

A. The Decision Below Reflects A
Basic Misunderstanding About
When The Speech Of Public Em-
ployees Relates To A Matter Of
EEE Soy SNe 5 see's wae 5 16

B. By Discounting The Importance Of
"Secondhand" Information, The
Decision Below Undermines
Important First Amendment Values ... 19

2? & 0). : Ser ree ee es ee 21

il

TABLE OF AUTHORITIES
Page
Cases

Allen v« Scribner,
S12 F206 Gee Gee Cor. T9G7) ccc ect cccvesccess 13

Anderson v. Central Point School
District No. 6,

‘oe We ee ee es Ss ik 5s ee wees eeweves 13
Atcherson v. Siebenmann,
605 F.2d 1058 (8th Cir. 1979) ......... 10, 12, 13, 16

Belco Petroleum Corp. v. State
Board of Equalization,
Set Sue Be Ce 6 ok kee wed chien 8

Bose Corp. v. Consumers Union
of United States, Inc.,

OP ee I yet Pee ye ee ae ea 20
Brockell v. Norton,

pee © Ge 8 ee rer er era 14
Carey v. Brown,

eF-Se OUD s <-4 v0 dp ee Oe KR ee 10
Conaway v. Smith,

SoD Fae Fae cree Ge. SHG) oo cc kes cuwev es 16, 18
Connick v. Myers,

me ee re 10, 17, 18

Considine v. Board of

County Commissioners,
O30 Fae ee Ce GO, FOG) ge vce cvuies 12, 16

Czurlanis v. Albanese,
ae wb 26 ke et) Pee 11, 12, 16

ill

Gertz v. Robert Welch, Inc.,

ey ey

Hustler Magazine v. Falwell,

485 U.S. 46 (1988) ..........---0-e

Knapp v. Whitaker,

Tot ae eer Crem Ct. 1985) .. 22.0 o se

McKinley v. City of Eloy,

705 F.2d 1110 (9th Cir. 1983) ........

NAACP v. Claiborne Hardware Co.,

458 U.S. 886 (1982) ...........0e--

Pickering v. Board of Education,

9k Ui ee Gee 6 os eee ee ees

Porter v. Califano,

592 F.2d 770 (Sth Cir. 1979) .........

Roth v. United States,

Jon Wa Es hs eae wd eae ene

Schalk v. Gallemore,

906 F.2d 491 (10th Cir. 1990) ........

Thomas v. Carpenter,

881 F.2d 828 (9th Cir. 1989) .........

Statutes and Regulations

28 USL: SHS 2 ss cc ss ae

Wyoming Statutes (1977)

RE oc ok ca vena evens
een een oe
vo er ae
§25-1-201(b)(i),(c) ..... eee eee

iV

No. 91-

IN THE
SUPREME COURT OF THE UNITED STATES
OCTOBER TERM, 1991

REGINA MEKSS,
Petitioner,
v.

WYOMING GIRLS’ SCHOOL,
STATE OF WYOMING,

Respondent.

PETITION FOR A WRIT OF CERTIORARI
TO THE SUPREME COURT OF WYOMING

OPINIONS BELOW

The opinion of the Wyoming Supreme Court is
reported at 813 P.2d 185 (Wyo.1991), and is reprinted in
the Appendix at la-61a. The opinions of the Wyoming
District Court of Sheridan County, (63a), and the
Wyoming Personnel Review Board, (64a-66a), are not
officially reported.

JURISDICTION

The Supreme Court of the State of Wyoming filed
its opinion on June 12, 1991, (1a-61a), and entered its
Order Denying Petition for Rehearing, (62a), on July 24,
1991. Petitioner invokes the jurisdiction of this Court
pursuant to 28 U.S.C. §1257(a).

RELEVANT CONSTITUTIONAL PROVISION

The First Amendment to the United States Constitu-
tion provides:

Congress shall make no law respecting an
establishment of religion, or prohibiting the
free exercise thereof; or abridging the free-
dom of speech, or of the press; or the right
of the people peaceably to assemble, and
petition the government for a redress of
grievances.

STATEMENT OF THE CASE
A. Factual Background

Respondent Wyoming Girls’ School terminated peti-
tioner Regina Mekss’ employment as a bookkeeper on
December 21, 1988, because she reported malfeasance at
the school to its supervising agency, the Wyoming Board
of Charities and Reform, and because she subsequently
criticized the Board’s inadequate investigation into the
reported wrongdoing. Her speech took the form of an
anonymous letter to the Board, in which she reported
physical abuse of adolescent girls by male guards, sex-
based discrimination in employment, mismanagement, fa-
voritism, and other improprieties. Mekss had an excel-
lent performance record, she stood to gain nothing per-
sonally by "blowing the whistle," and her speech activities
did not disrupt the school’s operation. Nevertheless, the
school fired Mekss when she revealed her authorship of
the anonymous letter and challenged the investigation
that it precipitated.

The Wyoming Girls’ School is the state institution
created by statute to provide educational, vocational, and
rehabilitative services to adolescent girls committed by
the state’s district courts. §§25-4-101-103, W.S.1977.
The school is under the supervision of the Wyoming

Board of Charities and Reform, composed of the Gover-
nor, the Secretary of State, the State Treasurer, the State
Auditor, and the State Superintendent of Public Instruc-
tion. §25-1-101, W.S.1977. The Board appoints the
school’s superintendent. §25-1-201(b)(i),(c), W.S.1977.

Regina Mekss was hired by the Girls’ School in 1984
as a night dormitory attendant. Approximately one year
later, at her request, she was transferred to the business
office as a bookkeeper, where she could use her degree
in accounting. Throughout her tenure, Mekss received
exemplary performance evaluations, and Superintendent
Jack Geisler considered her a valued employee. She
held this position until December 21, 1988, when Geisler
fired her for criticizing the Board’s investigation into his
alleged malfeasance.

Throughout the first half of 1988, several employees
of the Girls’ School were so concerned about malfea-
sance at the school that they sent anonymous letters to
the Board of Charities and Reform requesting an investi-
gation by the Board into a series of abuses, including:
excessive use of force against the girls at the school, mis-
management, intimidation of employees, improper hiring
practices, favoritism, and sex-based discrimination.
Regina Mekss was the author of one of these letters,
dated August 12, 1988. Her five page letter, addressed
to the Governor and the other members of the Board,
begins with the following paragraph:’

There are grave problems in administration
here at the Wyoming Girls’ School which
are growing progressively worse and which
are very negatively affecting the morale and
performance ability of the staff and, ulti-
mately, quality of service rendered by this

' The text of petitioner’s letter is reprinted in full in the Appendix at
67a-73a.

agency.

Consistent with this opening theme, the rest of the
letter focused entirely on problems regarding the
school’s operation; nothing in the letter concerned
Mekss’ own position or involved matters personal to her.
For example, other representative portions of her letter
Stated:

Incest and rape victims are permitted to ac-
knowledge the horror of their experience
and cry about it once, maybe twice (when
they have been raped most of their lives?),
and then virtually ordered to "get on with
it{].". [With more than] 60% of the Girls’
School residents being known incest victims
. . . [why is] no proportionally heavy empha-
sis placed on this in their rehabilitation pro-
gram? ... Still further, corporal punishment
(some of us thought it was illegal) is execu-
ted in the presence of at least one male
(Mr. Geisler failed to mention this in his let-
ter); generally two are present. With the
bulk of our residents being incest victims,
this only reinforces the experience of abu-
sive males. Is this appropriate? The as-
sumption for male presence is that it must
be male in order to create a take-charge at-
mosphere and minimize resistance. It is
probably due to this kind of thinking that
the Girls’ School has never hired a female
guard....

oe? 6 & 6 2's

Jack Geisler will listen to the input of only a
select few "fair haired boys" and members of
the “Boys’, Club" without question and he
consistently will not even allow for presenta-
tion of another point of view or the other

side of the story.

[MJany staff members would reinforce [my]
concerns and add many more if they were
not totally intimidated. But precedents al-
ready exist of Girls’ School employees who
have been relentlessly harassed into submis-
sion, some even to the point of (early) re-
tirement. Some of our staff have left simply
because they refused to take the abuse or
because they decided not to deal with the
pervading stress.

Even some of Jack’s favorite and most loyal
female staff members, when expressing con-
cern regarding possibly inadequate therapy
for victims of rape and incest, have been
summarily dismissed and ridiculed . . . with
the final insinuation that they must have
some dark, ugly history in their past to be so
"hung up on it."

The list goes on. It is more than any one
person can tell or any one (long) letter can
carry. But many have indicated that if you
were to offer confidentiality, they would tell
much.

I believe this can be fixed ... . [However,] I
do not know how these problems could [be]
dealt with in any other fashion in the cur-
rent system. The grievance process is not
workable in this situation. What subordi-
nate can ever go to a boss and tell them

they are making a mistake and especially in
this situation where Mr. Geisler has made it
abundantly clear that he does not take sug-
gestions well, even those couched in the
most non-threatening language?

In response, the Board appointed a two person in-
vestigatory team, consisting of the state’s Corrections
Administrator and the warden at the Women’s Correc-
tion Center. At the conclusion of their two day investi-
gation, the Board exonerated Geisler of any wrongdoing
even though six staff members had expressed their "uni-
versal dissatisfaction" with the school’s management
during interviews with the investigatory committee. (7a).
The Board then notified Geisler and the school staff by
letter that the anonymous allegations had not been sub-
Stantiated.

Shortly thereafter, Geisler gave a speech in which he
warned his employees that their complaints should be
made through a chain of command, and that any further
unsubstantiated criticism of his administration would be
dealt with severely:

To those of you who have found working
here so dissatisfying that you sought to
change things through malicious attacks on
people, policy or program anonymously, or
by resistance to policies and guidelines, I
Suggest that you need to search elsewhere
for employment, for your presence here can-
not be tolerated.

Despite this threat, Mekss was concerned that the
Board’s findings ignored the evidence that she and other
employees had presented. She expressed this concern to
Board member and Secretary of State Kathy Karpan,
who advised Mekss to take her misgivings about the in-
vestigation to the Board’s Executive Secretary, Gary
Sherman. Mekss accepted the invitation and telephoned

Sherman. In the course of an hour long conversation,
Mekss reviewed her allegations about the school, criti-
cized the scope and the results of the Board’s investiga-
tion, and revealed for the first time that she had au-
thored one of the anonymous letters. Sherman re-
sponded by telling Mekss to "get on [the] right side or
get out." He warned her that she was violating the chain
of command and that he intended to advise Geisler of
her telephone call. True to his word, Sherman reported
to Geisler that Mekss had contacted him and had admit-
ted to writing one of the anonymous letters.

Geisler immediately confronted Mekss. He told her
that, unless she wrote a public apology for her anony-
mous letter, he was going to fire her if she did not re-
sign. Faced with this choice, Mekss wrote a letter in
which she apologized for any personal suffering her
anonymous letter may have caused Geisler. She refused,
however, to retract the substance of her allegations, and
once again criticized the Board’s findings:

I still do not, to this day, believe that I could
have approached this situation from within
this agency without reprisal, and I challenge
the conclusion of this summer’s investigation
that ro allegations were found to be sub-
stantiated, because it directly contradicts in-
formation which I know I presented.

Geisler rejected this letter of apology and, on December
21, 1988, sent Mekss a written notice terminating her
employment.

B. Proceedings Below

Mekss appealed her termination to the Wyoming
Personnel Review Board, arguing that the school had
punished her in violation of her rights under the First
Amendment to the United States Constitution. Al-
though the Review Board affirmed Geisler’s decision to

terminate petitioner’s employment, (64a-65a), it lacked
the authority under state law to determine the constitu-
tionality of petitioner’s dismissal. See Belco Petroleum
Corp. v. State Board of Equalization, 587 P.2d 204 (Wyo.
1978). The district court affirmed without ever address-
ing petitioner’s constitutional claims, (63a), and petition-
er then appealed to the Wyoming Supreme Court. On
June 12, 1991, the Wyoming Supreme Court held, in a
three-to-two decision, that Mekss’ dismissal did not vio-
late the First Amendment. (1la-61a).

The Wyoming Supreme Court held that, although
Mekss’ anonymous letter was protected speech, her sub-
sequent telephone call to the Board of Charities and Re-
form regarding the scope and adequacy of the Board’s
investigation was unprotected conduct because it wrong-
fully bypassed the school’s chain of command. The court
specifically rejected the Review Board’s finding that "Ms.
Mekss created disharmony in the function of the Wyo-
ming Girls’ School." (13a-14a).’ In addition, the
Wyoming Supreme Court acknowledged that "Mekss’
ability to perform her duties might not have been af-
fected ...." (30a).? Nevertheless, the Wyoming Su-
preme Court concluded that "Mekss violated an obliga-
tion to her employer to exhaust ‘normal personnel sys-
tem options’ before calling Sherman with complaints
about the investigation." (38a-39a). In the court’s view,
Mekss’ failure to obey Geisler’s chain-of-command rule
was the "single, viable finding of basic fact" justifying her
dismissal. (37a).

On June 27, 1991, Regina Mekss petitioned the Wy-

*"We are not persuaded that substantial evidence in the record sup-
ports the actual creation of disharmony by Mekss.” (39a).

>In fact, despite the tentative language of the Wyoming Supreme
Court, there was no evidence in the record that petitioner’s job per-
formance as a bookkeeper was impaired in any way by her expressive
activities.

oming Supreme Court for rehearing on the ground that
the court’s decision imposing a chain-of-command rule
on a low echelon employee in a case of this nature con-
flicts directly with decisions from five federal appellate
courts. The Wyoming Supreme Court denied the peti-
tion without opinion in an order entered on July 24,
1991. (62a).

REASONS FOR GRANTING THE WRIT

As the dissent below correctly recognized, this case
has "profound consequence[s]," (47a), for the free speech
rights of public employees throughout the country. If
those rights can be effectively extinguished by any state
agency that chooses to adopt a chain-of-command rule,
then the careful balancing test articulated by this Court
in Pickering v. Board of Education, 391 U.S. 563 (1968),
will quickly become a dead letter, other agencies will fol-
low the lead of respondent in this case, and the public
will lose an invaluable source of information about the
inner workings of government.

For these reasons, five federal circuits have rejected
the rigid approach adopted by the Wyoming Supreme
Court. Rather than beginning and ending their analysis
with the chain-of-command rule, each of these circuits
has demanded proof that the chain-of-command rule is
necessary to the agency’s legitimate function rather than
a convenient means of suppressing dissent and discourag-
ing public reports of misconduct. In sharp contrast, the
Wyoming Supreme Court assumed that any breach of
the chain of command is tantamount to disloyalty and
justifies dismissal even when, as here, there is no evi-
dence that the employee’s speech caused disharmony or
any disruption in the workplace.

It is difficult to conceive of a rule that is less sensi-
tive to the free speech rights of public employees or
more calculated to have a chilling effect. Only plenary

review by this Court can resolve the conflict that has
developed among the lower courts about the proper
weight to assign to a chain-of-command rule in a First
Amendment case. More importantly, only plenary re-
view by this Court can restore the proper balance be-
tween the government’s legitimate interests a; an em-
ployer and the free speech rights of public employees.

I. THE DECISION BELOW DIRECTLY CON-
FLICTS WITH DECISIONS OF FIVE UNITED
STATES COURTS OF APPEALS

The First Amendment guarantees a free and robust
debate on public issues. "[E]xpression on public issues
‘has always rested the highest rung of the hierarchy of
First Amendment values,” and is entitled to special pro-
tection. NAACP v. Claiborne Hardware Co., 458 U.S.
886, 913 (1982)(quoting Carey v. Brown, 447 U.S. 455,
467 (1980))." Public employees have a constitutional
right to participate in that debate, and their comments
and criticisms are often uniquely valuable. Pickering, 391
US. at 572.

Therefore, every chain-of-command rule exacts a
constitutional price, even though it may serve an agency
function. It will always delay the dissemination of
speech and, in certain situations, it will chill or suppress
it, especially when the object of the employee’s criticism
is someone within the chain.” Although there are times
when a chain-of-command rule must be obeyed, any par-

* See also Connick v. Myers, 461 U.S. 138, 145 (1983)("the First
Amendment ‘was fashioned to assure unfettered interchange of ideas
for the bringing about of political and social changes desired by the
people.’ Roth v. United States, 354 U.S. 476, 484 (1957)").

° Cf. Atcherson v. Siebenmann, 605 F.2d 1058, 1063 n.5 (8th Cir. 1979)
("the enforcement of [a chain-of-command] rule against an employce
seeking to criticize the very superior empowered to review [such com-
plaints] would impermissibly chill First Amendment rights”).

10

ticular enforcement of such a rule must survive scrutiny
under the Pickering balancing test. Clearly, an employer
must not be permitted to punish an employee who by-
passes the chain of command in order to blow the whis-
tle on agency misconduct solely on the ground that the
employee ignored the chain. This is especially true
where, as here, the employee’s action caused no disrup-
tion in the agency’s legitimate function.

The federal courts have refused to give a chain-of-
command rule the overriding weight it was afforded by
the court below in the absence of proof that such a re-
Striction on speech is actually necessary. In Czurlanis v.
Albanese, 721 F.2d 98 (3d Cir. 1983), the court invalida-
ted on First Amendment grounds a chain-of-command
rule as applied to an employee who, as here, took his
complaints regarding his agency to the agency’s govern-
ing body, bypassing administrative channels. The Third
Circuit found no compelling reason to stifle or delay the
employee’s speech, even if, from the agency’s perspec-
tive, it would have been more efficient for the employee
to have followed the chain:

[W]e hold that such a [chain-of-command]
policy cannot be used to justify the retaliato-
ry action against Czurlanis under the rubric
of the County’s interest in promoting the ef-
ficiency of public service. /t is simply incom-
patible with the principles that underlie the
First Amendment to countenance a policy
that would severely circumscribe in this
manner speech on public issues, which occu-
pies the "highest rung on the hierarchy of
First Amendment values.". NAACP v. Clai-
borne Hardware Co., 458 U.S. 886, 913
(1982). A policy which would compel public
employees to route complaints about poor
departmental practices to the very officials
responsible for those practices would imper-

11

missibly chill such speech. See Atcherson v.
Siebenmann, 605 F.2d 1058, 1063 n.5 (8th
Cir. 1979). It would deter "whistle blowing"
by public employees on matters of public
concern. It would deprive the public in gen-
eral and its elected officials in particular of
important information about the functioning
of government departments.

Id. at 105-06 (footnote omitted)(emphasis added).

The Tenth Circuit reached a similar conclusion in
Schalk v. Gallemore, 906 F.2d 491 (10th Cir. 1990). In
that case, a patient accounts clerk at a public hospital
was fired for complaining to the hospital board of trus-
tees about hospital management practices. The court
held that the Pickering balance tipped in favor of the em-
ployee, and the court relied on facts identical to those
here: there was no actual! disruption in the workplace,
her own job did not suffer, her complaints involved pub-
lic concerns such as mismanagement and favoritism, and
the low echelon position of this particular employee
"[did] not involve working relationships necessitating an
especially high degree of personal loyalty or confidence."
Id. at 497. See also Considine v. Board of County Com-
missioners, 910 F.2d 695, 700, 701 (10th Cir. 1990)(al-
though employee may have "irritated" employer by taking
his criticisms "outside the normal chain of command,"
dismissal was improper absent showing of sufficient gov-
ernmental necessity).°

° Proving a governmental necessity would be particularly difficult here,
given the Wyoming Supreme Court’s finding that Mekss’ expression
caused no disruption. What is more, the court takes pains to explain
that Mekss was punished, not for complaining to the Board of Chari-
ties and Reform about her agency’s malfeasance, but rather for com-
plaining to the Board about the Board’s malfeasance. (23a). Why,
then, should Mekss have been fired for disobeying her agency’s chain
of command when she was not complaining about her agency?

12

The decision of the Eighth Circuit in Atcherson v.
Siebenmann, 605 F.2d 1058, is also inconsistent with the
reasoning adopted by the Wyoming Supreme Court in
this case. Atcherson was a probation officer who vio-
lated a general rule of her employer, Judge Siebenmann,
when she sent a critical letter to an outside agency with-
out channeling it through the judge. Concluding that the
office’s efficiency was compromised, Judge Siebenmann
pressured Atcherson into resigning. The Eighth Circuit
ruled that this retaliatory action violated Atcherson’s
First Amendment rights. The court rejected defendant’s
claim that a chain-of-command rule should be enforced
even when an employee caused no disruption in bypass-
ing it. In reaching this conclusion the Eighth Circuit
specifically relied on the employee’s strong interest in
speaking on matters of public concern. The Seventh and
Ninth Circuits have followed a similar approach. See
Anderson v. Central Point School District No. 6, 746°F.2d
505 (9th Cir. 1984); Knapp v. Whitaker, 757 F.2d 827 (7th
Cir. 1985).

This conflict, moreover, does not disappear merely
because the Wyoming Supreme Court likened the Wyo-
ming Girls’ School to a law enforcement agency. (23a,
29a). To the contrary, the federal courts have recog-
nized that "the competency of the police force is surely a
matter of great public concern." McKinley v. City of Eloy,
705 F.2d 1110, 1114 (9th Cir. 1983). Thus, the federal
courts have required even law enforcement employers to
furnish sufficient proof of actual or potential disruption
resulting from this particular expression. See, e.g., Allen
v. Scribner, 812 F.2d 426, 432 (9th Cir. 1987)("yet even in
a police department, the complained-of disruption must
be ‘real, [and] not imagined’")(quoting McKinley, 705
F.2d at 1115). See also Thomas v. Carpenter, 881 F.2d
828, 831 (9th Cir. 1989)(a law enforcement employer
"cannot use the disruption exception as a pretext for
stifling legitimate speech or penalizing unpopular views")

13

(citation omitted).

The Eighth Circuit’s decision in Brockell v. Norton,
732 F.2d 664 (8th Cir. 1984), is particularly relevant.
First, it involved a chain-of-command rule within a po-
lice department; second, it involved a lower echelon em-
ployee who bypassed that chain so as to avoid dealing
with the very person against whom some of his com-
plaints were based; and third, the employee brought his
complaints to an agency that already was monitoring the
activities at issue. In upholding the employee’s First
Amendment rights, the court refused to enforce the
chain-of-command rule in the absence of proof that its
application to this employee was required. In so holding,
the court recognized and was sensitive to "the plight of a
whistle-blower who wishes to report the misconduct of
her or his immediate supervisor." /d. at 668.

Likewise, the Wyoming Supreme Court’s emphasis
on the importance of loyalty, (23a, 38a), only highlights
the conflict between its approach and the prevailing rule
in the federal courts. As this Court has indicated, and
as lower federal courts have expressly held, it makes no
sense to justify a chain-of-command rule on the basis of
loyalty (even within a police department) when loyalty is
not a qualification for that employee’s position. See
Pickering, 391 U.S. at 570 (noting, as part of the Court’s
balancing test, that Pickering’s loyalty to a supervisor was
not necessary to the proper functioning of his job); Mc-
Kinley, 705 F.2d at 1115 (holding that chain-of-command
rule could not be defended on grounds of loyalty as ap-
plied in that context to a rank and file police officer);
Thomas v. Carpenter, 881 F.2d at 831 (where police
officer is a nonpolicymaker, enforcing loyalty is not criti-
cal); Schalk, 906 F.2d at 497 (chain-of-command rule is
less compulsory as applied to an accounts clerk whose
job does not require a high degree of loyalty for its
proper performance).

Indeed, the only significant difference between the

14

facts in Pickering and the facts in this case is the pres-
ence here of a chain-of-command rule. Otherwise, the
cases are virtually identical. In both cases, the employ-
ee’s comments did not violate any confidential or inti-
mate working relationship, nor did they interfere with
the employee’s performance of daily duties; the employ-
ee’s comments did not prevent the employer from per-
forming its public function or interfere with the services
performed by fellow employees; the employee was in a
position to obtain information not readily available to
the general public; and, to the extent that the employee’s
comments could or did cause any disruption, this result
should be anticipated whenever there exists "a difference
of opinion that clearly concerns an issue of general pub-
lic interest." Pickering, 391 U.S. at 571. In addition, the
Court noted that Pickering’s comments were made after
the position he advocated had been defeated at the
polls, and thus his expression was unlikely to impede
"the actual operation of the school system, beyond its
tendency to anger the [school] Board." /d. Similarly,
Mekss’ phone call was made after the Board of Charities
and Reform had exonerated her employer and, although
it obviously angered Geisler (who demanded an apolo-
gy), it did not impair the actual operation of the school.
Finally, as with Pickering, all that Mekss seeks is the
same right as any other taxpayer to comment on the op-
eration of a government agency, and her employer re-
mains entirely free to rebut her accusations "either via a
letter to the same [supervisory board] or otherwise.” /d.
at 572.

Given these similarities, only one conclusion is possi-
ble. Under the rationale of the Wyoming Supreme
Court, Pickering itself would have been decided different-
ly if only the employer had adopted a chain-of-command
rule. By contrast, five federal circuits have held that the
constitutionality of any chain-of-command rule must be
judged according to the Pickering standards, and that
those standards require evidence of disruption in the

15

workplace. Indeed, the federal courts have consistently
recognized that some disruption in the workplace is a
"foreseeable consequence" when an employee blows the
whistle on agency misconduct, and it is only when the
disruption prevents the agency from fulfilling its function
that the whistleblower may constitutionally be punished.
Conaway v. Smith, 853 F.2d 789, 791 (10th Cir. 1988).
See also Atcherson, 605 F.2d at 1063; Considine, 910 F.2d
at 701; Czurlanis, 721 F.2d at 107. As the Fifth Circuit
has succinctly observed: "[I]t would be absurd to hold
that the First Amendment generally authorizes corrupt
officials to punish subordinates who blow the whistle
simply because their speech somewhat disrupted the of-
fice." Porter v. Califano, 592 F.2d 770, 773-74 (Sth Cir.
1979). The conflicting view of the Wyoming Supreme
Court raises issues of basic First Amendment law that
only this Court can finally resolve.

Il. THE DECISION BELOW RAISES ISSUES OF
NATIONAL SIGNIFICANCE CONCERNING
THE MEANING AND SCOPE OF THIS
COURT’S DECISIONS REGARDING THE
FIRST AMENDMENT RIGHTS OF PUBLIC
EMPLOYEES

A. The Decision Below Reflects A Basic
Misunderstanding About When The
Speech Of Public Employees Relates To
A Matter Of Public Concern

As previously explained, Mekss was convinced that
the Board’s investigation inte misconduct at the Girls’
School was seriously deficient, and its report misleading.
She therefore telephoned the Board’s director to com-
plain about the Board’s investigation and described its
report as a "whitewash." (24a). It was this single act for

16

which she was fired.’ The Wyoming Supreme Court had
difficulty in deciding whether Mekss’ telephone call to
Sherman constituted protected speech, despite the fact
that the call dealt entirely with the adequacy of the
Board’s investigation into malfeasance at the Girls’
School. The court first stated that it was a "close deci-
sion." (27a). It then purportedly "concede[d] for pur-
poses of this case" that the content of her call involved a
matter of public interest. (28a). However, the court
later declared that Mekss had "[a] limited First Amend-
ment interest" in criticizing the Board’s investigation,
(31a), and eventually concluded that her telephone call
to the Board, unlike her initial anonymous letter, was
"not similarly protected [speech]." (38a).

This holding directly conflicts with Pickering and
Connick, which hold that protected speech relates "to
any matter of political, social, or other concern to the
community." Connick, 461 U.S. at 146. Unprotected
speech, on the other hand, concerns "matters only of per-
sonal-interest." Jd. at 147. If Pickering and Connick are
not to be eviscerated, petitioner’s speech, including her
telephone call to the Board, must be entitled to First
Amendment protection. Her speech alleged inefficient
performance of government duties. See Connick, 461
U.S. at 148 (comments related to "an agency’s efficient
performance of its duties" are normally constitutionally
protected). It alleged government malfeasance. See
Schalk v. Gallemore, 906 F.2d at 495 (allegation of public
official’s malfeasance or wrongdoing is a matter of public
concern). It criticized an agency’s handling of a griev-
ance and, in this case, of a "whitewash" investigation.
See Knapp v. Whitaker, 757 F.2d at 842 (speech concern-
ing effectiveness of grievance procedure is protected
speech). Indeed, there was no aspect of her speech that

”*Mekss’ telephone call to Sherman . . . was the specific event that
justified dismissal.” (12a).

17

concerned Mekss’ personai welfare or her own office
affairs.

In an apparent effort to compare favorably with this
Court’s holding in Connick, the Wyoming Supreme Court
notes that Mekss had a "personal disagreement" with the
Board’s report, (25a), and exhibited a "personal displeas-
ure" with that report during her telephone call to Sher-
man. (27a). However, the content of her expression
remained a matter of public importance. If the Wyo-
ming court’s test is allowed to stand, then only apathetic
complaints (if there are any) could be considered protec-
ted speech, because as soon as a speaker acquires a sin-
cere interest in obtaining a just result, his or her person-
al commitment disqualifies the speech from protected
status. The fallacy in this reasoning was aptly explained
by Chief Justice Urbigkit in his dissent:

This record justifies my conclusion that the
telephone call was made as a public employ-
ee speaking as a citizen and did indeed ad-
dress a matter of public concern. [Citations
omitted.] It was addressed directly to the
sufficiency of the investigation which was a
function and duty of the Board. Mekss had
nothing personal to gain by airing her con-
cerns .... The content of her statements, if
true, suggest that the Board (or the School)
was not properly discharging its duties. This
falls into the category of "[s]peech that seeks
to expose improper operation of the govern-
ment or questions the integrity of govern-
ment Officials" which "clearly concerns vital
public interests." Conaway [v. Smith], 853
F.2d [789], 797 [10th Cir. 1988].

(52a). By failing to recognize those "vital public inter-
ests," the decision below seriously threatens the free
speech rights of all public empioyees.

18

Sn

B. By Discounting The Importance Of "Second-
hand" Information, The Decision Below
Undermines Important First Amendment
Values

According to the Wyoming Supreme Court, its hesi-
tation in placing petitioner’s telephone call under a First
Amendment umbrella was due to the fact that "Mekss
did not have the [] necessary degree of personal knowl-
edge about the investigation . . . to know with any de-
gree of reliable certainty that the reported results were
not correct." (23-24a)(emphasis added). According to
the court below, petitioner’s comments concerning the
investigation were not protected by the First Amendment
because Mekss “had, at the most, only slight personal
knowledge of how the results of the investigation inter-
views were tabulated," (24a), that is, she lacked "first-
hand knowledge." (25a).'

This holding is a dangerous misapplication of basic
First Amendment principles. This Court has never sug-
gested that the First Amendment protects only speakers
who possess personal knowledge of the subject matter.
Few citizens, for example, have more than "slight person-
al knowledge" about the Persian Gulf War, the Tax Re-
form Act, or the Stealth Bomber. Yet many people hold
strong opinions about these public concerns. Public de-
bate would be substantially impoverished if these opin-
ions were not entitled to constitutional protection. As
this Court has stated:

At the heart of the First Amendment is the

* The dissent disputes the finding that Mekss lacked firsthand knowl-
edge that the Board’s report was inadequate, noting that the report
failed to address even her own accusations. (52a). However, this fac-
tual dispute is irrelevant for our purposes here; for the reasons ex-
plained infra, Mekss’ criticism of the report Was constitutionally pro-
tected regardless of whether it was based on firsthand or secondhand
information.

19

(per Rehnquist, C.J.).

recognition of the fundamental importance
of the free flow of ideas and opinions on
matters of public interest and concern.
{T]he freedom to speak one’s mind is not
only an aspect of individual liberty -- and
thus a good unto itself -- but also is essential
to the common quest for truth and the vital-
ity of society as a whole.” Bose Corp. v.
Consumers Union of United States, Inc., 466
U.S. 485, 503-504 (1984). We have there-
fore been particularly vigilant to ensure that
individual expressions of ideas remain free
from governmentally imposed sanctions.
The First Amendment recognizes no such
thing as a "false" idea. Gertz v. Robert
Welch, Inc., 418 U.S. 323, 339 (1974).

20

\

Hustler Magazine v. Falwell, 485 U.S. 46, 50-51 (1988)
In failing to apply those princi-
ples, the decision below did more than deny petitioner’s
First Amendment rights, it jeopardized the First Amend-
ment rights of public employees throughout the realm.

For

CONCLUSION

Stated above, the petition for

certioran’ should be granted.

Dated:

Respectfully submitted,

Stephen L. Pevar
(Counsel of Record)
American Civil Liberties Union
Foundation
6825 East Tennessee Avenue
Building 2, Suite 262
Denver, Colorado 80224
(303) 321-4828

Jane A. Villemez

Graves, Santini & Villemez, P.C.
408 West 23rd Street, Suite One
Cheyenne, Wyoming 82001
(307) 638-8885

October 17, 1991

APPENDIX

IN THE SUPREME COURT, STATE OF WYOMING

REGINA MEKSS, Appellant (Petitioner),
v.
WYOMING GIRLS’ SCHOOL, STATE of WYOMING,
Appellee (Respondent).
No. 89-235.
June 12, 1991
Rehearing Denied July 24, 1991.

Jane A. Villemez, Graves, Santini & Villemez, P.C.,
Cheyenne, and Stephen L. Pevar, American Civil Lib-
erties Union, Denver, Colo., for appellant.

Joseph B. Meyer, Atty. Gen., John W. Renneisen, Depu-
ty Atty. Gen., Karen A. Byrne, Sr. Asst. Atty. Gen., for
appellee.

Before URBIGKIT, CJ, and THOMAS, CARDINE,
MACY and GOLDEN, JJ.

THOMAS, Justice.

This appeal involves the delicate balance between a
governmental employee’s right of free speech and the
authority of government officials to manage their offices.
The court must decide whether the appellant, Regina
Mekss (Mekss), was discharged unlawfully from her posi-
tion as a bookkeeper at the Wyoming Girls’ School
(School) because of the exercise of her right of free
speech, or whether she was discharged lawfully for con-
duct that was not protected. After she was discharged by
the School, Mekss appealed to the Personnel Review
Board. The Personnel Review Board approved the dis-
charge as lawful, but it ordered that Mekss be paid her
Salary and benefits for five months, a period that coin-
cides with the time during which the review was pending.

la

Mekss then appealed to the district court, and the
School filed a cross-appeal. The district court affirmed
the action of the Personnel Review Board with respect
to the discharge, but reversed the award of five months
pay and benefit. In her appeal to this court, Mekss seeks
reversal so that she will be reinstated and also will re-
ceive the back pay. We affirm the order of the district
court with respect to the affirmance of the action of the
Personnel Review Board in approving the discharge. We
reverse that portion of the order of the district court that
reversed the award of back pay on the ground that the
district court had no jurisdiction because the School had
no right to take its cross-appeal from the decision of the
Personnel Review Board.

In her Brief of Appellant, Mekss states these issues:

"1. Whether a public employee has the right to
speak, without reprisal upon a matter of public con-
cern to the government agency empowered to inves-
tigate and resolve the subject of that concern.

"2. Whether Wyoming Girls’ School violated Wy-
oming Personnel Rules in terminating Regina Mekss’
employment when it did not follow the successive
steps of discipline required by the Rules.

"3. Whether the Wyoming Girls’ School lacked
standing under the Wyoming Administrative Proce-
dures Act to appeal the decision of the Personnel
Review Board, which awarded Regina Mekss five
months back pay."

The School, in its Brief of Appellee, sets forth the issues
in this way:

"I. Whether a state employee can be dismissed from
employment for circumventing established lines of
authority and refusing to accept the disciplinary
measures imposed?

"II. Whether the Wyoming Girls’ School followed

2a

the procedures of the Wyoming Personnel Rules in
terminating appellant?

"III. Whether the Wyoming Girls’ School had stand-
ing aS a party to cross-petition the decision of the
personnel review board?"

The Wyoming Girls’ School is the state institution
created by statute to provide educational, vocational, and
rehabilitative services to adolescent girls committed by
the state’s district courts. Sections 25-4-101 to -103, W.S.
1977. It is one of the state charitable, reformatory, and
penal institutions described in Wyo. Const. art. 7, §18,
which establishes the general supervision of the Board of
Charities and Reform over such institutions. The gover-
nor, the secretary of state, the state treasurer, the state
auditor, and the state superintendent of public instruc-
tion compose the Board of Charities and Reform
(Board). Section 25-1-101, W.S.1977. The Board then
appoints an executive secretary who is responsible for
evaluating and reporting the condition of all institutions
under the Board’s control. Section 25-1-103(a) and (b)
(ii), W.S.1977. The executive secretary coordinates the
activities of the Board and assists in the general supervi-
sion of operation of the state’s correctional, mental
health, nursing home and children’s institutions. The
direct supervision of the day to day operations of the
School are the responsibility of a superintendent who
also is appointed by the Board. Section 25-1-201(b)(i)
and (c), W.S.1977. The superintendent, Jack Geisler
(Geisler), was charged with primary authority to employ
and assign all personnel necessary to manage and carry
out the mission of the school. Section 25-1-201(c), W.S.
1977.

Mekss initially was employed at the school in 1984
as a night dormitory attendant. In 1985, she was trans-
ferred to the business office where she worked as a
bookkeeper. This assignment permitted Mekss to utilize
her training and her degree in accounting. Her employ-

3a

ment evaluations indicate that her job performance in
that position was in the competent to outstanding range.
Mekss held this bookkeeping position until her dismissal
in December of 1988. Because of the significance of this
case and the very fine balance to be drawn, a detailed
chronology of the events leading to her discharge is ap-
propriate.

Beginning in 1987, the School experienced some
problems with a few employees, particularly those who
worked on the night shift. Those problems included em-
ployee dissatisfaction, intimidation of newer employees,
and disregard for school policies. In March of 1988,
Geisler became aware that a group of employees had
held a meeting off campus to discuss concerns about
conditions at the School. Geisler then issued a memoran-
dum that invited members of the staff to come and dis-
cuss their concerns with him or with Assistant Superin-
tendent Gary Kopsa (Kopsa).

Through the spring and summer of 1988, the prob-
lems continued and, on June 25, 1988, two employees
sent an anonymous letter to K. Gary Sherman (Sher-
man), Executive Secretary of the Board of Charities and
Reform. That letter set forth in detail concerns about
staff morale, discriminatory promotion practices, the use
of corporal punishment, and criticism of management at
the school. Sherman advised Geisler about this letter
and requested Geisler to submit a response. On July 26,
Geisler sent his response to the Board, and copies were
circulated among all employees at the School. Sherman
found Geisler’s response to be a satisfactory explanation
of conditions at the School and an exoneration of any
wrongdoing on the part of management.

After that, the Board received several more anony-
mous letters that included one written by Mekss on
_ August 12, 1988. Statements in the anonymous letter
authored by Mekss that are relevant to this proceeding

4a

include the following:

"There are grave problems in administration here at
the Wyoming Girls’ School which are growing pro-
gressively worse and which are very negatively affec-
ting the morale and performance ability of the staff
and, ultimately, quality of service rendered by this
agency.

*- e*+ e@ @

"There is a vast difference between executive prerog-
ative in favoring those who one perceives as hard-
working (as Mr. Geisler states in his letter) and out-
right harassment of those who question, express a
difference of perception, or offer suggestions (which
is what Mr. Geisler actually does). I reiterate that
many staff members would reinforce stated concerns
and add many more if they were not totally intimi-
dated. But precedents already exist of Girls’ School
employees who have been relentlessly harassed into
submission, some even to the point of (early) retire-
ment.

ses e@ @

"None of us cares for the unpleasantness of the sit-
uation nor for dealing with the problems via anon-
ymous letters. I, myself, have had moments of delu-
sion almost\ yearning to go to Jack Geisler offering a
proposal of what the problem might be and possible
suggestions so that this entire mess could be cleared
up simply, quickly, finally, but one has only to sit
through one or two uncensored staff meetings (a
Stinted event in the words of one teacher), attempt
to resolve a problem in a supervisors’ meeting (and
we are talking very non-threatening language here),
or be involved in some crisis before it becomes un-
deniably crystal clear that Jack Geisler will listen to
the input of only a select few ‘fair haired boys’ and
members of the ‘Boys’ Club’ without question and

‘Nn
po

that he consistently will not even allow for presenta-
tion of another point of view or the other side of the
story. * * * It seems that Mr. Geisler thinks there is
no need for correction or room for improvement in
this position ever! (Emphasis in original.)

x**x © *

"It is not appropriate to have an administrator inca-
pable of offering feedback to or correcting staff in a
dignified manner.

see &

"Even favored members of the “Boys’ Club" have
questioned Jack’s judgment in several instances. |
think most staff members would agree that the man
has lost his objectivity, that perhaps he has grown
tired or lazy after all these years, that he looks for
the easy way out, that we are working with tools
from the Dark Ages.

xs * * & *

"I do not know how these problems could have been
dealt with in any other fashion in the current system.
The grievance process is not workable in this situa-
tion. What subordinate can ever go to a boss and
tell them they are making a mistake and especially
in this situation where Mr. Geisler has made it
abundantly clear that he does not take suggestions
well, even those couched in the most non-threaten-
ing language?"

Sherman and the Board then concluded that it
would be necessary to have an investigation at the
School to verify the existence of any of the alleged im-
proprieties. The corrections administrator for the state,
who was Geisler’s immediate supervisor, and the warden
at the Women’s Center were assigned to conduct a two-
day investigation. That investigation was conducted on
August 24 and 25, 1988, and each employee at the

6a

School was allocated fifteen minutes to meet individually
with the investigators and present any concerns.

The results of the confidential investigation were
summarized in a letter from Sherman to Geisler dated
August 26, 1988. In part, that letter advised Geisler:

"As you know you have been the target of several
anonymous letters sent to the five elected officials
and myself.

"To settle the issues raised by the allegations in
those letters, I asked * * * [the] corrections adminis-
trator, and * * * [the] Warden of the Wyoming
Women’s Center to conduct a confidential interview
with each employee at the Wyoming Girls’ School.

"The results of this investigation indicate the follow-
ing:

You have the overwhelming support of your
staff.

Your staff to a person believe that this program
is beneficial to the girls it serves.

No one admitted writing the anonymous letters.
(Emphasis in original.)

No one demonstrated any proof of the anony-
mous allegations. There were six (6) employees who
expressed universal dissatisfaction."

Sherman’s conclusion was that "the allegations were
spurious, mean spirited and without substance.” As a
product of the investigation, however, several changes
were made in schedules for the night shift staff. Sherman
did request that Geisler post copies of his letter so that
the staff of the School would be aware of the results of
the investigation.

On September 9, 1988, a scheduled staff meeting
was held for all of the employees at the School, and

Ta

ee

Mekss attended that meeting. At the meeting, Geisler
presented a speech that he had prepared emphasizing
the mission of the School, the importance of honesty,
harmony, trust, and mutual respect among employees,
and he reminded everyone of his memorandum dated in
March that invited the staff to discuss their ideas and
concerns with him.

In the month of November, the Board met at the
School, pursuant to the statutory duty of the Board to
make personal inspections of all state institutions at least
once every year. Section 25-1-104(b), W.S.1977. During
the course of this visit, Secretary of State Kathy Karpan
met with Mekss and several other disgruntled employees.
At that meeting, the employees expressed concern that
the investigation had not been fair and complete and
that the results were inaccurate. Karpan’s response to
their concerns was the suggestion that the employees
contact Sherman about their complaints. On November
23, 1988, Mekss, apparently following up that suggestion,
attempted to call Sherman to discuss the investigation.
Sherman was not able to talk with Mekss when she
called, but he asked the corrections administrator to
return her call. When he called, Mekss refused to discuss
her concerns with the corrections administrator since he
had conducted the investigation that she was calling to
complain about. After their conversation, the corrections
administrator called Geisler to inform him of Mekss’ call
to Sherman and the return of that call to Mekss.

On November 30, 1988, Mekss, Geisler, Kopsa, and
Mekss’ immediate supervisor in the business office met
to discuss the Mekss telephone conversation with the
corrections administrator. Mekss was asked if she had
tried to call Sherman about a school matter, and her
reply was that her call did not concern school matters.
After the meeting, Mekss and the other participants
signed a memorandum, prepared by Geisler’s secretary
that memorialized the essence of the meeting. The con-

8a

cluding statement was:

"Jack Geisler stated that if there were concerns
about the Girls’ School, that they should FIRST be
expressed to * * * [Mekss’ immediate supervisor],
Gary Kopsa or himself. Regina stated that she had,
in fact, stated her concerns through the proper chan-
nels." (Emphasis in original.)

After that meeting, but also on November 30, 1988,
Mekss did succeed in contacting Sherman to discuss her
concerns about the investigation.’ In the course of that
telephone conversation, Mekss, for the first time, dis-
closed to Sherman that she had written one of the anon-
ymous letters. At some point in that conversation, Sher-
man told Mekss that she was at risk for violating the
chain of command and that he intended to inform Geis-
ler of her call. The next day, Sherman did telephone
Geisler to inform him of the conversation with Mekss.

On December 5, 1988, Geisler and Mekss met to
discuss the most recent telephone call from Mekss to
Sherman. Geisler again asked Mekss about her concerns
with respect to the School. There is a discrepancy as to
Geisler’s and Mekss’ several perceptions of her response.
Geisler said that Mekss told him only that she wished to

' There is a discrepancy in the record as to whether Mekss called
Sherman the same day, November 30, or the following day, December
1. Hearing Exhibit A-13, consisting of Geisler’s notes of a December
1, 1988 phone call from Sherman indicate that Mekss called Sherman
on the evening of November 30. Mekss testified that she called Sher-
man the following day, December 1. Regardless of whether the call
was made on November 30 or December 1, the fact that the call oc-
curred shortly after Mekss’ November 30 meeting with Geisler is sig-
nificant.

* Sherman insisted in his hearing testimony that he informed Mekss of
her "risk" in violating the chain-of-command at the very outset of their
conversation. Mckss testified that the warning came much later in the
hour-long conversation.

9a

make things better and that her call to Sherman had to
do with the investigation. In her testimony, Mekss stated
that she told Geisler about her concerns with staff mo-
rale and that he was receptive to this information. In any
event, Geisler advised Mekss that she would be disci-
plined for insubordination. He presented Mekss with
three options: (1) she would resign from her position; (2)
she would accept a two-week suspension and write a let-
ter of apology addressed to those people who had re-
ceived and who had been affected by her anonymous let-
ter; or (3) she would be dismissed. Mekss elected to pur-
sue the second option, and she wrote a letter of apology
that she submitted to Geisler the same day. The letter of
apology drafted by Mekss was addressed to the governor,
Sherman, the other members of the Board of Charities
and Reform, and the School staff, and it said:

"I am the writer of one of five anonymous letters by
as many different authors written to the Board about
the Girls’ School last summer. My intention in writ-
ing was to convey problems which I had experienced
personally, been witness to, and about which many
Girls’ School staff had shared common concern or
frustration.

"Tam sorry:

"1). that things came to such a sorry state of affairs
that I felt I could not in good conscience let go un-
challenged, 2). that I thought I could do anything to
help fix it, 3). for any personal suffering Jack Geisler
might have experienced in this, 4). that Girls’ School
staff members as a whole might have experienced in-
tensified upheaval;

"but,

"1). I saw no other avenues, and 2). I know that the
upheaval had already been affecting us for at least
several years and that it still appears to be with us.

10a

"It was never my hope to see Jack’s ‘head roil’ or
that he be publicly smeared. My only hope was that
the Board, being in a position to do so, would seek
comprehensive information and make quiet improve-
ment or correction through objective adjustment. |
think that it would be safe to say the same about the
other writers as well.

"I still do not, to this day, believe that I could have
approached this situation from within this agency
without reprisal and I challenge the conclusion of
this summer’s investigation that no allegations were
found to be substantiated because it directly contra-
dicts information which I know I presented.

"I acknowledge that the tone of my letter was nasty
in a few places -- and for this I apologize -- but still
assert that its substance was true."

The following day, Geisler returned the letter advising
Mekss that it was not an acceptable apology.

On December 7, 1988, Geisler and Mekss met one
more time to discuss her letter of apology and the status
of her disciplinary options. They were unable to resolve
their differences, and Mekss indicated that dismissal
seemed to be the only alternative. Geisler then wrote
Mekss a letter of notification of dismissal and suspended
her with pay for ten working days. On December 21,
1988, Geisler advised Mekss’ attorney of her dismissal
effective upon that date.

The notice of termination that was furnished to
Mekss listed two reasons for her dismissal. They were
(1) attempts to endanger the peace and safety of others
by writing unsubstantiated accusations that are disruptive
to the good of the service; and (2) insubordination by
circumventing established lines of authority while refus-
ing attempts to counsel and refusal to accept disciplinary
measures imposed. The misconduct set forth as the
grounds for Mekss’ dismissal in Geisler’s December 7,

lla

1988 notice of intention for dismissal were "circumvent-
ing established lines of authority and refusing to accept
disciplinary measures imposed." In responding to Mekss’
petition for review before the Personnel Review Board,
the School gave these two reasons for dismissal:

"(a) circumventing established lines of authority.

"(b) refusing to accept disciplinary measures im-
posed."

In testifying about the first reason for dismissal in
the December 21 notice of termination, Geisler said that
"attempts to endanger the peace and safety of others by
writing unsubstantiated accusations that are disruptive to
the good of the service" was inserted at the suggestion of
the Wyoming Attorney General’s office. That ground was
not something Geisler was concerned with when he
wrote the December 7 letter of notification of dismissal.
Geisler also testified that Mekss’ telephone call to Sher-
man shortly after the November 30, 1988 meeting be-
tween himself and Mekss circumvented established lines
of authority and was the specific event that justified dis-
missal. Geisler further stated that, in his view, Mekss’
failure to provide an acceptable letter of apology consti-
tuted refusal to accept "disciplinary measures imposed."

Mekss then requested a hearing before a "personnel
review board," pursuant to the Wyoming Admunistrative
Procedure Act, §16-3-101 to -115, W.S.1977. Such per-
sonnel appeal hearings for state employees are con-
ducted by a three-member personne! review board panel
pursuant to §9-2-1019(a), W.S. 1977. The personnel re-
view board, by definition, is an "agency" within the De-
partment of Administration and Fiscal Control (§9-2-
1002(a)(i), W.S.1977), and, consequently, such proceed-
ings must be conducted in accordance with the Wyoming
Administrative Procedure Act. The request for a hearing
before a personnel review board was granted by the
School, and the two-day hearing was held in May, 1989.

12a

After the hearing, the Personnel Review Board filed its
decision with the personnel division of the Department
of Administration and Fiscal Control.

The findings of fact and conclusions of law made by
the Personnel Review Board are:

"Findings of fact:

"1. Ms. Mekss had a good to excellent work record
as a Fiscal Control Technician. She appeared to
have good rapport with and be liked by her fellow
workers.

"2. Ms. Mekss was apparently self-appointed to call
attention to the issues set forth in the anonymous
letters, one of which she authored.

"3. Ms. Mekss failed to exhaust the normal personnel
system options by taking issues directly to Mr. Geis-
ler prior to proceeding in the manner in which she
did.

"4. Ms. Mekss should have immediately ended the
11/30/88 telephone conversation with Mr. K. Gary
Sherman once she was advised she was at risk in
pursuing the issues as she was, even though that
avenue had initially been invited by Ms. Kathy Kar-
pan.

"5. Mr. Geisler applied some sort of discipline in
some manner to Ms. Mekss between March and
December, 1988.

"6. Both Ms. Mekss and Mr. Geisler failed to allow
the issues to be aired directly and failed to weigh
the full consequence of their actions. Boih parties at
times acted hastily and improperly and directly con-
tributed to the dismissal.

"Conclusions:

"1. Ms. Mekss created disharmony in the function of

13a

the Wyoming Girls’ School and circumvented estab-
lished lines of authority.

"2. Mr. Geisler did not fully comply with the DAFC
Personnel Rules and Regulations in his application
by consistent, well-defined, and progressive discipli-
nary measures prior to his dismissal of Ms. Mekss.

"3. Ms. Mekss’ request for reinstatement as Fiscal
Control Technician is denied as not being in the best
interests of either party or the overall functioning of
the Wyoming Girls’ School.

"4. The Wyoming Girls’ School should remunerate
Ms. Mekss five (5) months salary (and associated
benefits). The remuneration should be based upon
Ms. Mekss’ salary at the time of her dismissal. This
compensation should constitute full and complete
settlement. |

"5S. Mr. Geisler and Ms. Mekss should accept the
above Conclusions, refrain from further actions re-
lated to these Conclusions and allow the dedicated
and competent staff of the Wyoming Girls’ School to
concentrate on activities which are of direct service
to the School’s residents and which are in direct ful-
fiillment of the mission of the Wyoming Girls’
School."

Even though the Personnel Review Board ruled against
Mekss’ request for reinstatement, the Board did decide
that Mekss was entitled to receive five months back pay
and associated benefits.

Mekss petitioned the district court for review of the
Board’s decision pursuant to §16-3-114, W.S.1977. In
addition to asserting the erroneous nature of the Board’s
decision, Mekss also asserted that the decision failed to
set forth specifically detailed findings of fact to support
the ultimate facts and the Board’s conclusions of law.
The School in turn sought review of the award of the

l4a

five months back pay asserting that the award was arbi-
trary, capricious, an abuse of discretion, in excess of the
Board’s statutory authority, and unsupported by substan-
tial evidence. The district court heard arguments, re-
viewed the record, and entered an order affirming
Mekss’s termination, but reversed the decision of the
Personnel Review Board to remunerate Mekss’ with five
months back pay and benefits. Mekss then appealed to
this court.

The primary focus of Mekss’ appeal is whether her
dismissal constituted an infringement of her "constitu-
tionally protected interest in freedom of expression."
Connick v. Myers, 461 U.S. 138, 142, 103 S.Ct. 1684,
1687, 75 L.Ed.2d 708 (1983). The First Amendment to
the Constitution of the United States guarantees free-
dom of speech to all citizens as a fundamental right.
This constitutional limit upon restricting free speech is
applied to state agencies and state officials by virtue of
the "privileges or immunities" clause of the Fourteenth
Amendment to the Constitution of the United States.’
Article 1, Section 20, of the Constitution of the State of
Wyoming also guarantees to every person the right of

* The First Amendment to the Constitution of the United States pro-
vides, in pertinent part:

“Congress shall make no law * * * abridging the freedom of
speecn. ** * .”

* The Fourteenth Amendment to the Constitution of the United States
provides:

"All persons born or naturalized in the United States and subject
to the jurisdiction thereof, are citizens of the United States and
of the State wherein they reside. No State shall make or enforce
any law which shall abridge the privileges or immunities of citi-
zens of the United States; nor shall any State deprive any person
of life, liberty, or property, without due process of law; nor deny
to any person within its jurisdiction the equal protection of the
laws.”

1Sa

freedom of speech.’ In Cheyenne Airport Board v. Rogers,
707 P.2d 717, 726 (Wyo.1985), appeal dismissed 476 U.S.
1110, 106 S.Ct. 1961, 90 L.Ed.2d 647 (1986), this court,
citing PruneYard Shopping Center v. Robins, 447 U.S. 74,
100 S.Ct. 2035, 64 L.Ed.2d 741 (1980), recognized the
principle that:

"State constitutions may add to [United States consti-
tutional] limitations and may be more protective of
individual liberties. They may not, however, under
the dictates of supremacy, be less protective."

The constitutional right of free speech, however, is not
an absolute right. Arnett v. Kennedy, 416 U.S. 134, 94 S.
Ct. 1633, 40 L.Ed.2d 15, reh. denied 417 U.S. 977, 94 S.
Ct. 3187, 41 L.Ed.2d 1148 (1974); Allen v. Safeway Stores,
Inc., 699 P.2d 277, 283 (Wyo.1985).

[1] We turn first to the constitutional claims as-
serted by Mekss. It is our duty to review the action of
the Board and, if it is found to be contrary to a constitu-
tional right, we must set aside the Board’s decision. Sec-
tion 16-3-114(c)(ii)(B), W.S.1977. The Personnel Review
Board heard testimony, received evidence, and was
briefed by counsel from both sides on the constitutional
issues present in the case.° The Board, of course, was

* Article 1, §20, of the Constitution of the State of Wyoming reads:

"Every person may freely speak, write and publish on all subjects,
being responsible for the abuse of that right-, and in all trials for
libel, both civil and criminal, the truth, when published with good
intent and jfor] justifiable ends, shall be a sufficient defense, the
jury having the right to determine the facts and the law, under
direction of the court.”

* In opening statements to the Personnel Review Board, both counsel
framed the basis for Mckss’ dismissal in terms of protected or unpro-
tected speech. Counsel indicated that the Board would be instructed
on the constitutional issues and law during closing arguments after it
had heard the evidence. At the end of the hearing, however, both

(continued...)

l6a

foreclosed from a determination as to the constitutionali-
ty of the dismissal by the School. See Belco Petroleum
Corp. v. State Board of Equalization, 587 P.2d 204 (Wyo.
1978). Essentially, its review was limited to a determina-
tion as to the sufficiency of the evidence to justify the
discharge by the School. The circumstances of this case
demonstrate the wisdom of the rule because this Board
consisted of non-attorneys who were acting without the
benefit of legal counsel. It, indeed, would be hazardous
to afford to such a body the authority to decide sensitive
questions of constitutional law, which this question in-
deed is.

The Supreme Court of the United States has dis-
cussed the role of an appellate court in reviewing a
determination of first amendment issues by a trial court
and said:

"“* * * (W]e are compelled to examine for ourselves
the statements in issue and the circumstances under
which they are made to see whether or not they
* * * are of a character which the principles of the
First Amendment, as adopted by the Due Process
Clause of the Fourteenth Amendment, protect.’
Connick, 461 U.S. 138, 150, n., 103 S.Ct. 1684, 1691,
n., quoting Pennekamp v. Florida, 328 U.S. 331, 335,
66 S.Ct. 1029, 1031, 90 L.Ed. 1295 (1946).

The following year, the Supreme Court of the United
States supplemented this concept in this way:

"* * * (I]n cases raising First Amendment issues we
have repeatedly held that an appellate court has an
obligation to ‘make an independent examination of
the whole record’ in order to make sure ‘that the
judgment does not constitute a forbidden intrusion

° (...continued)
sides waived their opportunity to make closing arguments to the
Board.

17a

on the field of free expression.’ New York Times Co.
v. Sullivan, 376 U.S. [254], at 284-286, 84 S.Ct. [710],
at 728-729 [11 L.Ed.2d 686 (1964)]." Bose Corp. v.
Consumers Union of United States, Inc., 466 U.S. 485,
499, 104 S.Ct. 1949, 1958, 80 L.Ed.2d 502 (1984).

We accept these principles as applicable to our review of
the action of the Personnel Review Board.

[2] Mekss relies upon a series of cases from the
Supreme Court of the United States that address a pub-
lic employee’s right of free speech. In the course of these
cases, a sequential test has been developed and refined
to assist in the determination as to whether a public em-
ployer has impermissibly infringed upon the constitution-
al right to free expression enjoyed by an employee. Re-
cently, that test was summarized in Schalk v. Gallemore,
906 F.2d 491, 494-95 (10th Cir. 1990):

"First, the court must decide whether the speech at
issue touches on a matter of public concern. Con-
nick, 461 U.S. at 146, 103 S.Ct. at 1689; Melton [v.
City of Oklahoma City], 879 F.2d [706] at 713 [(10th
Cir. 1989)]. If it does, the court must balance the
interest of the employee in making the statement
against the emiployer’s interest ‘in promoting the ef-
ficiency of the public services it performs through its
employees.’ Pickering v. Board of Educ., 391 USS.
563, 568, 88 S.Ct. 1731, 1735, 20 L.Ed.2d 811 (1968).
Third, if the preceding prerequisites are met, the
speech is protected, and plaintiff must show her ex-
pression was a motivating factor in the detrimental
employment decision. Mount Healthy City School
Dist. v. Doyle, 429 U.S. 274, 287, 97 S.Ct. 568, 576,
50 L.Ed.2d 471 (1977). Finally, if the plaintiff sus-
tains this burden, the employer can still prevail if it
shows by a preponderance of the evidence that it
would have made the same decision regardless of
the protected speech."

18a

We are Satisfied that this sequential test is useful to us
in deciding whether Mekss’ constitutionally protected
right of free speech was infringed by her dismissal from
employment at the school.

Before applying the sequential test, we differentiate
between two s2parate, but related instances of expression
by Mekss. The first is found in the anonymous letter
written to the Governor and other members of the
Board. That letter set forth Mekss’ perception of condi-
tions at the School with regard to alleged mismanage-
ment, poor morale, discriminatory employment practices,
and improper use of corporal punishment. That letter
was instrumental in convincing the Board to conduct an
investigation at the School. After that investigation was
completed and the results released, a second communi-
cation was initiated by Mekss. She contacted the execu-
tive secretary of the Board and expressed her dissatisfac-
tion with the results of the investigation. It was following
her complaints to Sherman that Mekss was dismissed for
insubordination. The charge of insubordination was
based upon Mekss’ circumvention of established lines of
authority and her failure to comply with disciplinary
measures imposed by Geisler.

Mekss has argued that both the letter and the tele-
phone calls constituted protected free speech. She con-
tends that, as a "whistle blower,” she is entitled to the
highest level of constitutional protection. We have re-
viewed this record in detail as well as the cases relating -
to the constitutional principles, and we conclude that
these two instances of expression are different and justify
separate analysis.

[3] We agree with, and accept, Mekss’ contention
that she was "blowing the whistle" when she directed her
anonymous letter to the Board of Charities and Reform.

"When balancing the rights of the employee against
those of the employer, an employee’s First Amend-

19a

ment interest is entitled to greater weight where he
is acting as a whistle blower in exposing government
corruption. See Foster v. Ripley, 645 F.2d 1142, 1149
(D.C. Cir. 1981). Speech that seeks to expose im-
proper operations of the government or questions
the integrity of governmental officials clearly con-
cerns vital public interests." Conaway v. Smith, 853
F.2d 789, 797 (10th Cir. 1988).

It would overstate the matter to suggest that Mekss was
"exposing government corruption" per se, but she was at-
tempting to draw attention to "improper operations” at
the School. We conclude that the anonymous letter
should be afforded the highest level of constitutional
protection in accordance with the applicable principles
of law.

[4] Continuing to address the-anonymous letter, we,
for purposes of this opinion, assume, without deciding
and only for the purpose of this opinion, that Mekss’ let-
ter deals with a matter of public concern and that her
interest in making the statement outweighs the interest
of the School in preventing the statement. This brings us
to the third step in the constitutional analysis. At this
juncture, Mekss must accept the burden of establishing
that her letter was a "substantial or motivating factor” in
her dismissal. Mt. Healthy City School District Board of
Education v. Doyle, 429 U.S. 274, 97 S.Ct. 568, 50 L.Ed.
2d 471 (1977). Geisler testified, on cross-examination,
that he dismissed Mekss not for writing the anonymous
letter, but rather for her telephone calls to Sherman and
for her subsequent refusal to comply with disciplinary
proceedings. We quote from the cross-examination of
Geisler by Mekss’ attorney at the hearing:

"Q. Excuse me. Let me clear that up. Would you tell
us the precise reason why Regina Mekss was dis-
missed?

"A. For circumventing lines of authority, for ignoring

20a

agency guidelines, for refusing to accept counsel and
discipline.

"Q. And, sir, the circumventing established lines of
authority, that would be the telephone call to Gary
Sherman, correct? That’s the specific act?

"A. Yes.

"Q. The phone cail around December Ist, to give it
a date?

"A. After we had had our first talk.

« * « & *

"Q. * * * And the refusal to accept disciplinary
measures imposed, * * * that’s her failure to give
you the correct letter of apology, to put it in a nut-
Shell; isn’t it?

"A. Yes.

"Q. And you have nothing else to add to those two
points; do you?

"A. No.

"Q. And, sir, the charge of circumventing established
lines of authority is based upon your perception that
she should have brought .concerns that she had
through proper channels; is that correct?

"A. Yes, yes.

"Q. And because, in your perception, she did not,
she was fired? Is that correct?

"A. Yes.
"(Counsel]: That’s all the questions I have of Mr.
Geisler."

There is no evidence in the record to refute Geisler’s
testimony.

4

The reason stated in the notice of dismissal and an
analysis of the findings and conclusions of the Personnel
Review Board persuade us that Mekss was not dismissed
for writing an anonymous letter. Mekss vigorously argues
for a contrary inference, but that contrary inference was
not adopted by the finder of fact, the Personnel Review
Board. Since no other evidence was presented that re-
futes Geisler’s testimony, Mekss failed to satisfy her
burden under Mt. Healthy.

If we assume, for the sake of argument, that the
anonymous letter was one of several factors contributing
to Mekss’ dismissal, the factually similar case of Warner
v. Town of Ocean City, 81 Md.App. 176, 567 A.2d 160
(1989), becomes pertinent. Warner, an Ocean City police
officer, wrote an anonymous letter to the mayor and city
council urging an investigation of the newly appointed
police captain’s alleged unethical and illegal activities.
After Warner’s identity was disclosed, an administrative
hearing board made findings of fact and determined that
Warner was "guilty" of insubordination. Upon review of
the administrative proceeding, the lower court reversed
all but two of the five "charges" against the officer, but it
did affirm the board’s determination that the officer had
been insubordinate. The issues on appeal to the appel-
late court were substantially similar to those in this case.

In Warner, the appellate court addressed the consti-
tutional question under the four-step test set forth above.
The court noted that the issue had not been litigated be-
fore the administrative board and, like this case, that is-
sue was decided for the first time on appeal. The court
recognized the considerable importance of discipline,
harmony, and loyalty in a law enforcement organization,
and it concluded that Warner’s right to free speech had
not been violated. The language of the Maryland court is
especially instructive:

"(W]e think it significant that Lieutenant Warner
*** had access to legitimate procedural mecha-

22a

nisms for airing his grievances. Had he utilized the
appropriate channels, of which he admits he was
aware, he could have brought Major Crone’s alleged
misconduct to light without exposing himself to the
risk of disciplinary action. In this regard, we agree
with Judge Eshenburg, the trial judge, who stated, in
a well reasoned discussion on the constitutional
aspects of this case: ‘It was not the contents of the
letter that resulted in [Warner’s] demotion, rather [it
was] the means employed * * * in the letter’s publi-
cation and his admitted violation of Rules and Regu-
lations.” Warner’s punishment resulted from ‘the
place, means and unusual manner in which he chose
to speak.” Warner, 567 A.2d at 168.

The School here is much like the police department in
Warner, and the same degree of discipline, harmony, and
loyalty on the part of its employees is a justified expecta-
tion in order for the School to accomplish its mission.

[5] Turning to Mekss’ claim that the telephone calls
to Sherman deserve "whistle blower" status, we first con-
sider the level of constitutional protection afforded at
that juncture. Mekss’ contentions are premised upon her
perception that the anonymous letter and the telephone
calls were indistinguishable ways of expressing essentially
the same information. Thus, she concludes they should
be entitled to the same constitutional consideration. We
do not accept that contention.

In marked contrast to the assertions set forth in her
anonymous letter, Mekss did not have the same neces-
sary degree of personal knowledge about the investiga-
tion to justify her claimed "whistle blower" status in
making her phone calls. See Hughes v. Whitmer, 714 F.2d
1407, 1423 (8th Cir. 1983), cert. denied sub nom. Hughes
v. Hoffman, 465 U.S. 1023, 104 S.Ct. 1275, 79 L.Ed.2d
680 (1984). She presented no evidence that the results of
the investigation were incomplete or inaccurate. While
Mekss had personal knowledge of those things she ad-

23a

dressed in her anonymous letter, she had, at the most,
only slight personal knowledge of how the results of the
investigation interviews were tabulated. She argues that
as many as eighteen of her fellow employees agreed the
investigation was a "whitewash," but the fact that the in-
vestigation was flawed is simply speculation on her part.
The results indicated that six employees were “universal-
ly dissatisfied" with conditions at the School. Regardless
of what her fellow employees told her about their com-
ments to the investigators, Mekss simply was not in a
position to know with any degree of reliable certainty
that the reported results were not correct. In the absence
of other evidence, her speculation is not adequate to
overcome the presumption that the investigation was
properly conducted and reported.

We conclude that Mekss’ telephone calls to Sherman
did not acquire automatic "whistle blower" protection
and, in that light, we apply the sequential test summa-
rized in Schalk, 906 F.2d 491. In determining the extent
of the constitutional protection afforded Mekss, we first
consider whether the speech touches on a matter of pub-
lic concern. Our evaluation of that question demands
analysis of the "content, form, and context" of the state-
ment as revealed by the whole record. Connick, 461 U.S.
138, 146, 103 S.Ct. 1684, 1689. If the content of the
speech focuses on disclosing public officials’ wrongdoing,
it is more likely to be considered a matter of public con-
cern. Wulf v. City of Wichita, 883 F.2d 842 (10th Cir.
1989). Conversely, speech is not entitled to protection as
a general matter if the point is simply to air grievances
of a purely personal nature. The pertinent inquiry in this
regard becomes whether the employee is speaking as a
citizen about a matter of public concern or as an em-
ployee addressing a matter of personal interest. Connick.

In relation to the telephone calls, the United States
Supreme Court recognized in Connick, 461 U.S. 138 at
146, 103 S.Ct. 1684 at 1690 that:

24a

"* * * When employee expression cannot be fairly
considered as relating to any matter of political,
social, or other concern to the community, govern-
ment officials should enjoy wide latitude in manag-
ing their offices, without intrusive oversight by the
judiciary in the name of the First Amendment."

It is arguable here as to whether these telephone calls
touched upon matters of public concern. Mekss’ position
is that the product of any investigation of a state institu-
tion is a matter of public concern since the entire state
has an interest in an institution like the School. The
School argues, to the contrary, that Mekss’ telephone
calls to Sherman did not involve a legitimate matter of
public concern. The record demonstrates that, before
these telephone calls were made, the issues that had
been raised in Mekss’ anonymous letter had been exam- ©
ined in what the record discloses to have been a thor-
ough and comprehensive investigation. The summarized
results of the investigation by the Board of Charities and
Reform had been publicized. The telephone calls that
Mekss made as a follow up reflect her personal disagree-
ment with the way the investigation was pursued and
with its results.

The record also demonstrates that the interview
process by which the investigation was pursued was stan-
dardized, and the same questions were asked of each
School employee. All of the School employees were in-
volved; the interview process was not a sample of the
employees. The reliability and validity of such a process
generally is quite high, and it should be given substantial
weight. The results of that investigation do not indicate
that everything was perfect at the School; in fact, the
report noted six “universally dissatisfied" employees.
Mekss, however, did not have firsthand knowledge of
what other employees told the investigators. Certainly,
the possibility exists that they reported something entire-
ly different to Mekss than what they actually told the in-

25a

vestigators.’ Examined in the light of these factors, there
is little in the record to indicate that the information
Mekss wanted to convey to Sherman in the telephone
calls actually touched upon a matter of public concern.
Connick, 461 U.S. 138, 103 S.Ct. 1684. Other than
Mekss’ contention, which is not objectively supported,
there is no substantive evidence in the record that the
results of the investigation were inaccurate or that the
investigative process was flawed.”

” An example of how different communications may be made in dif-
ferent contexts is shown by Mekss’ own performance evaluations. One
of her complaints about the School was the lack of communication
and the unresponsiveness of management to employee concerns. This
issue was raised numerous times in the course of the hearing. Yet, the
two formal performance evaluations admitted into evidence at her
hearing contain these comments from Mekss under the heading "Em-
ployee Comments”:

“An atmosphere of open communication and high degree of ac-
cessibility to my superiors has greatly enhanced my ability to per-
form and is greatly appreciated.” Mekss’ Performance Appraisal
dated January 29, 1987.

"This evaluation is very generous. I do not believe that I could do
my job as well if not for the openness, honesty, direct communi-
cation, expertise, understanding & encouragement of my super-
visor.” Mekss’ Performance Review Report dated August 23,
1988. [This was written by Mekss eleven days after she wrote her
anonymous letter to the Board of Charities and Reform and dur-
ing the same period of time that the Wyoming Girls’ School in-
vestigation was going on!]

These comments which were part of the record before the Personnel
Review Board, even though they were not discussed at that hearing,
do not manifest complaints from someone who, in another context,
claimed harassment, intimidation, and total lack of managerial open-
ness. Mekss herself was sending mixed signals with respect to her job
satisfaction and the conditions at the School.

* The Personnel Review Board established a rather strict and quite
narrow forum for the parties to argue the merits of Mekss’ dismissal.
The Board clearly stated that it was not inclined to hear testimony or
examine evidence that did not tie directly to whether there was due

(continued...)

26a

Whether speech involves a matter of public concern
ultimately is a question of law. Rankin v. McPherson, 483
U.S. 378, 107 S.Ct. 2891, 97 L.Ed.2d 315, reh’g denied
483 U.S. 1056, 108 S.Ct. 31, 97 L.Ed.2d 819 (1987). One
interpretation of this record is that Mekss’ phone calls
were not based on public-spirited concern but, instead,
were motivated by her personal displeasure with the re-
sults of the investigation or even some other motive. See
Leiphart v. North Carolina School of the Arts, 80 N.C.
App. 339, 342 S.E.2d 914 (1986), cert. denied 318 N.C.
507, 349 S.Ed.2d 862 (1986). It is equally unclear wheth-
er the point of Mekss’ telephone calls was to bring
wrongdoing to light or to further a purely private inter-
est. Hesse v. Board of Education of Township High School
District No. 211, Cook County, Illinois, 848 F.2d 748 (7th
Cir. 1988), cert. denied 489 U.S. 1015, 109 S.Ct. 1128, 103
L.Ed.2d 190; reh’g denied 490 U.S. 1059, 109 S.Ct. 1973,
104 L.Ed.2d 442 (1989). It is a close decision as to
whether the telephone calls pass the first constitutional
hurdle.

[6] On this score, also, we will assume, without
deciding, that Mekss did satisfy her burden and that the
calls do meet the requirements of the first step in the
constitutional analysis that a matter of public concern be
involved. In part, this benefit of the doubt is afforded
because Mekss was constrained by the requirements of
the Personnel Review Board from presenting evidence
concerning inaccuracies in the investigation. We also
note that there is no record of whether this issue was

* (...continued)

- cause for dismissal and whether proper dismissal procedures were fol-
lowed. Thus, Mekss’ counsel may have been dissuaded from present-
ing whatever evidence Mekss had regarding inaccuracies or umpropri-
etics in the product of the investigation. Sull, counsel had the ob-
ligation to the client to attempt to present such evidence if it was per-
ceived as relevant, and to make a timely objection should the Board
have refused its admission.

2/a

argued and decided by the district court. Having con-
ceded for purposes of this case that the telephone calls
involved a matter of public concern, we then pursue the
second step in the analysis, the Pickering balance.

The balance described in Pickering requires that the
interests of an employee as a citizen commenting upon
matters of public concern be weighed with the interests
of the State as an employer in promoting the efficiency
of the public service it performs to its employees. Picker-
ing v. Board of Education of Township High School Dis-
trict 205, Will County, Illinois, 391 U.S. 563, 88 S.Ct.
1731, 20 L.Ed.2d 811 (1968). The United States Supreme
Court discussed this balancing test in Rankin, 483 U.S. at
384, in this way:

"The determination whether a public employer has
properly discharged an employee for engaging in
speech requires ‘a balance between the interests of
the [employee], as a citizen, in commenting upon
matters of public concern and the interest of the
State, as an employer, in promoting the efficiency of
the public services it performs through its employ-
ees.’ Pickering v. Board of Education, 391 U.S. 563,
568, 88 S.Ct. 1731 [1734-35] 20 L.Ed.2d 811 (1968);
Connick v. Myers, 461 U.S. 138, 140, 103 S.Ct. 1684
[1686], 75 L.Ed.2d 708 (1983). This balancing is nec-
essary in order to accommodate the dual role of the
public employer as a provider of public services and
as a government entity operating under the con-
Straints of the First Amendment. On the one hand,
public employers are employers, concerned with the
efficient function of their operations; review of every
personnel decision made by a public employer could,
in the long run, hamper the performance of public
functions. On the other hand, ‘the threat of dismissal
from public employment is * * * a potent means of
inhibiting speech.’ Pickering, 391 U.S., at 574, 88 S.
Ct., at 1737. Vigilance is necessary to ensure that

28a

public employers do not use authority over employ-
ees to silence discourse, not because it hampers
public functions but simply because superiors dis-
agree with the content of employees’ speech.” (Em-
phasis in original.)

The United States Court of Appeals for the Tenth Cir-
cuit has described other pertinent balancing considera-
tions including:

"* * * ‘Whether the statement impairs discipline by
superiors or harmony among coworkers, has a detri-
mental impact on close working relationships for
which personal loyalty and confidence are necessary,
or impedes the performance of the speaker’s duties
or interferes with the regular operation of the enter-
prise.’ Rankin v. McPherson, 483 U.S. 378, 388, 107
S.Ct. 2891, 2899, 97 L.Ed.2d 315 (1987). The Rankin
court also considered the manner, time, and place of
the employee’s expression, as well as the context in
which the dispute arose.” Schalk, 906 F.2d at 496.

It is our conclusion that the balancing of the inter-
ests in connection with Mekss’ telephone calls to Sher-
man, in the light of Pickering, tips in favor of the School.
The School is a publicly-funded state institution, and it is
charged with providing educational, vocational, and reha-
bilitative services to troubled adolescent girls. In some
respects, it may resemble a penal institution, but the
School places a much stronger emphasis on the positive
aspects of rehabilitation and education. That emphasis is
reflected in the institutional atmosphere which the
School administration endeavored to maintain. One goal
of the School has been to teach its residents that the
best way to solve a problem is to meet the situation and
deal with it in a direct and honest way; not to endeavor
to circumvent authority and evade responsibility. A trust-
ing staff, able to impose confidence in coworkers and
their intentions, and working toward a common purpose,
is an essential prerequisite to the attainment of the goal

29a

and ultimate institutional success. The adolescent resi-
dents at the School create an inherent potential of physi-
cal danger to School staff, and the need of the staff to
rely with confidence upon coworkers is vital. The School
has a valid and important interest in maintaining disci-
pline and espnt de corps. Crain v. Board of Police Com’rs
of Metropolitan Police Dept. of City of St. Louis, 920 F.2d
1402 (8th Cir. 1990); Hughes, 714 F.2d 1407. The chain-
of-command rule applied by the Schoo! in this case is
designed and intended to protect that very interest. Perry
v. City of Kinloch, 680 F.Supp. 1339 (E.D.Mo. 1988). If
suspicion of coworkers or uncertainty as to trustworthi-
ness is present, those factors are disruptive and counter-
productive. The goal of the School is to establish a
wholesome environment with individual role models for
the residents; not to demonstrate distrust or hypocrisy.

In light of these factors, we hold that Mekss’ tele-
phone calls to Sherman directly impaired Geisler’s au-
thority and ability to discipline the staff. When Mekss
told him that her first call to Sherman had nothing to do
with the School, and then promptly called Sherman
again to complain about the investigation, there was de-
ception that was deliberate, if not an intentional untruth.
Those calls did have a direct and detrimental impact on
Geisler’s confidence in Mekss’ loyalty to the School and
to him. It is true that Mekss’ ability to perform her du-
ties might not have been affected, but the potential of
her calls interfering with regular School operations is ob-
vious. See generally Melton v. City of Oklahoma City, 879
F.2d 706 (10th Cir. 1989), on reh’g vacated and remanded
on other grounds 928 F.2d 920 (10th Cir. 1991). The
School’s interest in maintaining good working relation-
ships within the staff and a stable public image weighs
more heavily in the light of Pickering than Mekss’ inter-
est in repeatedly attempting to tell Sherman her views
about the results of the investigation. Rankin, 483 U.S.
378.

30a

This case is like that envisioned by the United States
Supreme Court in Ammett, 416 U.S. 134, 94 S.Ct. 1633.
The discipline administered to Mekss was not directed
"at speech as such, but at employee behavior, including
speech, which [was] detrimental to the efficiency of the
employing agency." Amett, 416 U.S. at 162, 94 S.Ct. at
1648. See Battiste v. Department of Social Services, 154
Mich.App. 486, 398 N.W.2d 447 (1986). We hold that
the School’s dismissal of Mekss is permitted because her
actions undermined Geisler’s managerial authority.
Length-of-serviee- and an unblemished work record do
not suffice to justify open insubordination. A limited
First Amendment interest involved in connection with
the telephone calls to Sherman does not require that the
School tolerate this action which reasonably could be ex-
pected to disrupt operations, undermine authority, and
destroy close working relationships. Because Mekss’ ac-
tions already have undermined, and indeed enhanced the
potential for undermining, Geisler’s authority, she does
not survive the balancing test required by Pickering.
Huber v. Leis, 704 F.Supp. 131 (S.D.Ohio 1989). There is
no reason to set aside the Personnel Review Board’s
decision because of a violation of Mekss’ First Amend-
ment rights.

[7] While the parties do not debate the sufficiency
of the decision of the Personnel Review Board and the
record, we recognize a duty to be satisfied in that regard.
That duty flows from Rule 12.09, W.R.A.P., and §16-3-
114(c), W.S.1977 (July 1990 Repl.).” Under our cases, the

* Rule 12.09, W.R.A.P., provides, in pertinent part:

"The review [of an administrative action] shall be conducted by
the court without a jury and shall be confined to the record as
supplemented pursuant to Rule 12.08, W.R.A.P., and to the is-
sues raised before the agency. The court’s review shall be limited
to a determination of the matters specified in § 16-3-114(c).”

(continued...)

3la

duty to review the record is a tandem process. First, we
review the record as a whole to determine whether the
agency’s findings of fact are supported by substantial
evidence. Holding’s Little America v. Board of County
Commissioners of Laramie County, 670 P.2d 699 (Wyo.
1983), appeal after remand 712 P.2d 331 (1985); Toavs v.
State By & through Real Estate Commission, 635 P.2d
1172 (Wyo.1981). Substantial evidence in this context
means "such relevant evidence as a reasonable mind
might accept as adequate to support a conclusion." State
ex rel. Workers’ Compensation v. Ohnstad, 802 P.2d 865
(Wyo.1991); Shenefield v. Sheridan County School District
No. 1, 544 P.2d 870, 874 (Wyo.1976), quoting from How-
ard v. Lindmier, 67 Wyo. 78, 214 P.2d 737, 740 (1950).

* (...continued)

Section 16-3-114(c), W.S.1977 (July 1990 Repl.), provides, in pertinent
part:

"(c) To the extent necessary to make a decision and when pre-
sented, there reviewing court shall decide all relevant questions
of law, interpret constitutional and statutory provisions, and
determine the meaning or applicability of the terms of an agency
action. In making the following determinations, the court shall
review the whole record or those parts of it cited by a party and
due account shal) be taken of the rule of prejudicial error. The
reviewing court shall:

= * *# .
"(u) Hold unlawful and set aside agency action, findings and con-
clusions found to be:

"(A) Arbitrary, capricious, an abuse of discretion or otherwise
not in accordance with law;

"(B) Contrary to constitutional right, power, privilege or immu-
nity;

"(C) In excess of statutory jurisdiction, authority or limitations or
lacking statutory right;

"(D) Without observance of procedure required by law; or

"(E) Unsupported by substantial evidence in a case reviewed on
the record of an agency hearing provided by statute.”

32a

Findings of fact are supported by substantial evidence if,
from the evidence preserved in the record, we can dis-
cern a rational premise for those findings. ANR Produc-
tion Co. v. Wyoming Oil & Gas, 800 P.2d 492 (Wyo.
1990); Employment Secunty Commission of Wyoming v.
Western Gas Processors, Ltd., 786 P.2d 866 (Wyo.1990).
The second step is a determination as to whether the
conclusions of law made by the agency are in accordance
with law. Belle Fourche Pipeline Co. v. State, 766 P.2d
537 (Wyo.1988). Conclusions of law are affirmed if they
are in accord with the law. Department of Revenue and
Taxation of State of Wyoming v. Casper Legion Baseball
Club, Inc., 767 P.2d 608 (Wyo.1989). If conclusions of
law are not in accord with applicable rules, they are
corrected. Employment Security Commission.

[8] In accomplishing our review, we are not bound
to accept any of the determinations of the district court
and are not required to afford those determinations def-
erence but, instead, we are obligated to review the ap-
peal as if it came directly to this court from the agency.
Sellers v. Wyoming Board of Psychologist Examiners, 739
P.2d 125 (Wyo.1987). Deference is afforded to the deter-
minations of fact made by the agency and not to the de-
cisions of the district court. Zezas Ranch, Inc. v. Board of
Control, 714 P.2d 759 (Wyo.1986). See Palmer v. Board of
Trustees of Crook County School Dist. No. 1, 785 P.2d
1160 (Wyo.1990). We are entitled to rely upon and af-
ford deference to any agency expertise in weighing the
evidence, and we do not disturb the determination by
the agency unless it is "clearly contrary to the over-
whelming weight of the evidence on record." State ex rel.
Workers’ Compensation v. Brown, 805 P.2d 830, 833
(Wyo.1991); Employment Security Commission, 786 P.2d
at 871, quoting from Southwest Wyoming Rehabilitation
Center v. Employment Security Commission of Wyoming,
781 P.2d 918, 921 (Wyo.1989).

[9] On review, the burden is assigned to the appel-

33a

lant to demonstrate that the agency’s findings and con-
clusions are not supported by substantial evidence.
Westates Construction Co. v. Sheridan County School Dis-
trict No. 2, Board of Trustees, 719 P.2d 1366 (Wyo.1986).
If substantial evidence is found, the fact that two differ-
ent conclusions may be drawn from the evidence does
not inhibit a holding that the conclusion drawn by an ad-
ministrative agency was supported by substantial evid-
ence. Vandehei Developers v. Public Service Commission
of Wyoming, 790 P.2d 1282 (Wyo.1990).

[10] Our law requires a degree of detail in the find-
ings of fact and conclusions of law made by an adminis-
trative agency. One of the fundamental purposes of the
Wyoming Administrative Procedure Act is to assure that
controverted issues involved in any contested case will be
fully developed before the agency as a finder of fact. "A
record of material and substantial evidence must be cre-
ated so that a reviewing court can determine whether
such factual development occurred or whether, instead,
the agency’s actions were based on unwarranted or unde-
clared assumptions." Jackson v. State ex rel. Wyoming
Workers’ Compensation Division, 786 P.2d 874, 877 (Wyo.
1990). Section 16-3-110, W.S. 1977 (July 1990 Repl.),
supports this proposition by requiring that:

"* * * Findings of fact if set forth in statutory lan-
guage, shall be accompanied by a concise and explic-
it statement of the underlying facts supporting the
findings."

Our rule is that this statutory provision demands findings
of basic facts upon all material issues in the proceeding
and upon which the ultimate findings of fact or conclu-
sions are based. FMC v. Lane, 773 P.2d 163 (Wyo.1989).
In Cook v. Zoning Board of Adjustment for the City of
Laramie, 776 P.2d 181, 185 (Wyo.1989), we stated:

"It is insufficient for an administrative agency to
State only an ultimate fact or conclusion, but each

34a

ultimate fact or conclusion must be thoroughly ex-
plained in order for a court to determine upon what
basis each ultimate fact or conclusion was reached.
The court must know the why." Geraud v. Schrader,
531 P.2d 872, 879 (Wyo.), cert. denied sub nom. Wind
River Indian Education Association, Inc. v. Ward, 423
U.S. 904, 96 S.Ct. 205, 46 L.Ed.2d 134 (1975)).

In Jackson, 786 P.2d 874, 878, we set forth this statement
of the rule:

"We have held it essential to surviving judicial re-
view that the record of a contested agency action
contain such factual findings as would permit a court
to follow the agency’s reasoning from the evidentiary
facts on record to its eventual legal conclusions. Lar-
sen v. Oil and Gas Conservation Comm’n, 569 P.2d
87, 90-91 (Wyo.1977); Powell v. Board of Trustees,
Crook County School District, No. 1, 550 P.2d 1112,
1120 (Wyo.1976). Similarly, we have held that a con-
tested case hearing must provide, and the record of
that proceeding must document, information suffi-
cient to the making of a reasonable decision. Absent
such information, the agency decision must be set
aside as arbitrary. Western Radio Communications,
Inc. v. Two-Way Radio Service, Inc., 718 P.2d 15, 20
(Wyo.1986); Monahan v. Board of Trustees, Elemen-
tary School District No. 9, 486 P.2d 235, 237 (Wyo.
1971). The need for such strict compliance with stat-
utory provisions relating to the content of the agency
record derives largely from a need to ascertain
whether contested case hearings actually provide
Statutorily mandated procedural protections. To as-
Sure the due process protections inherent in the
{Wyoming Administrative Procedure Act’s] statutory
scheme will be given effect, this court requires strict
compliance with those procedural provisions."

{11} In the process of judicial review, no presump-
tion attaches to a general finding because of the specific

35a

requirements of §16-3-110, W.S.1977, quoted above. If
any agency action is premised upon a decision entered
without observance of the procedure required by law,
that decision must be held unlawful and set aside. FMC,
773 P.2d 163. If the findings do not adequately reflect
the justification for the agency position that is adopted,
then the case must be remanded to the agency so that
requisite supplemental findings can be made. A decision
that does not comply with these requirements is subject
to attack as being arbitrary, capricious, and contrary to
law. Mountain Fuel Supply Co. v. Public Service Commis-
sion of Wyoming, 662 P.2d 878 (Wyo.1983).

In the course of her argument, Mekss asserts that
the decision of the Personnel Review Board that af-
firmed her dismissal failed to meet the foregoing stand-
ards by incorporating specifically detailed findings to
support the ultimate facts and conclusions. In consider-
ing this contention, we will scrutinize the findings and
conclusions of the Personnel Review Board and arrive at
the determination as to whether they are sufficiently sup-
ported to justify an affirmance. The Board incorporated
five conclusions, but we think that its first conclusion:

"1. Ms. Mekss created disharmony in the function of
the Wyoming Girls’ School and circumvented estab-
lished lines of authority."

is the significant basis for the Board’s decision. One of
the reasons stated in the notice of termination furnished
to Mekss involved insubordination based upon circum-
venting established lines of authority. The first conclu-
sion of the Board addresses this matter. Insubordination
is cause for dismissal according to the personnel rules,
and a factual finding by the Board that Mekss was insub-
ordinate would justify the dismissal in accordance with
this conclusion.”

'° We take judicial notice of the State of Wyoming Personnel Rules in
(continued...)

36a

|

We then examine only that finding of fact that re-
lates to this particular conclusion. Finding No. 3 states:

"3. Ms. Mekss failed to exhaust the normal personnel
system options by taking issues directly to Mr. Geis-
ler prior to proceeding in the manner in which she
did."

This finding relates specifically to insubordination by
Mekss and her circumvention of established lines of au-
thority. Our examination of this finding requires a deter-
mination as to whether it sufficiently articulates the rea-
sons for the Board’s affirmation of Mekss’ dismissal pur-
suant to §16-3-110, W.S.1977, and, secondly, whether it is
stpported by substantial evidence. It is our conclusion
that Finding No. 3 is sufficient to meet the statutory re-
quirement set forth in the statute. In Westates, 719 P.2d
1366, 1371, we said:

"While perhaps not a model of perfection, the find-
ings of fact by the Board in this case are sufficiently
definite to permit judicial review of the Board’s ac-
tion, and they satisfy the test of our earlier cases."

It follows that this single, viable finding of basic fact,
sufficient to support one valid and legally correct conclu-
sion, justifies affirming Mekss’ dismissal.

We then turn to the requirement of substantial evi-
dence to support the finding that Mekss was guilty of in-
subordination in the context of the personnel rules. The
record adequately discloses that Mekss failed to exhaust

'° (...continued)
effect at the time of Mekss’ dismissal. Chapter XII, Discipline, Section
1, Reasons for Discipline, states:
"(a) An agency head may discipline an employee for cause in-
cluding, but not limited to, the following reasons:

**s © *

"(vi) Insubordination; * * * "

37a

available administrative procedures prior to sending the
anonymous letter and prior to making the telephone
calls to Sherman. We are not completely certain what is
connoted by the Board’s reference to "normal personnel
system options," but we would understand this phrase to
relate to face-to-face communication with supervisory
personnel and the use of traditional internal grievance
procedures. There is no question that all employees
repeatedly were encouraged to bring problems and con-
cerns to Geisler and other members of the School ad-
ministration staff. Mekss did not follow this recourse,
and she also told Geisler, during their meetings on No-
vember 30 and December 5, that her attempts to contact
Sherman did not involve School matters. Effective opera-
tion of a governmental function permits the employer to
require honesty and loyalty from employees. In a state
institutional setting that is designed to fulfil rehabilitative
and educational purposes, honesty, loyalty, harmony, and
efficiency become even more critical. The desirable ef-
fect of positive role modeling on impressionable resi-
dents at the School becomes a vital and necessary attri-
bute for all employees. We understand that Mekss’ at-
tempts to draw a distinction between matters involving
the School and the underlying investigation of the
School, but this is simply a semantic affect in Mekss’ ar-
gument. What is easy to see is that Geisler could inter-
pret these actions by Mekss as dishonest and disloyal.

[12] As we have held earlier, the anonymous letter
qualifies as protected speech in the context and manner
in which it was used. Mekss’ telephone calls, as we also
have held earlier, are not similarly protected. Finding
No. 2 of the Personnel Review Board does mention
anonymous letters, but we find no support in the record
for the contention that the reason the Personnel Review
Board affirmed Mekss’ dismissal was because she had
written an anonymous letter. We do find substantial evi-
dence in the record to demonstrate that Mekss violated
an obligation to her employer to exhaust "normal person-

38a

nel system options" before calling Sherman with com-
plaints about the investigation. There is no question that
substantial evidence does support Finding No. 3, and this
finding identifies the behavior relied on by the Personnel
Review Board to justify dismissal based on insubordina-
tion.

We do modify Conclusion No. 1 so that it should
read:

"Ms. Mekss was insubordinate in circumventing
established lines of authority."

As drafted by the Board, Conclusion No. 1 also had in-
corporated that Ms. Mekss created disharmony in the
function of the Wyoming Girls’ School. There is no find-
ing of fact by the Personnel Review Board that justifies
this conclusion, and we are not persuaded that substan-
tial evidence in the record supports the actual creation
of disharmony by Mekss. See Schalk, 906 F.2d 491. We,
therefore, correct the conclusion of law in accordance
with our rule found in Employment Security Commission,
786 P.2d 866.

As modified and corrected, this conclusion of the
Personnel Review Board is supported by an appropriate
finding of fact that is supported by substantial evidence.
It justifies Mekss’ dismissal. She had access to internal
grievance procedures avaiiable under the _ personnel
rules, and she chose not to use them. Her own testimony
discloses knowledge of Geisler’s repeated verbal and
written efforts to invite employee input, but she did not
comply with those efforis. On the basis of our conclusion
that substantial evidence supports Finding No. 3 which is
the justification for Conclusion No. 1, as modified, we
hold that it is unnecessary to remand the case to the dis-
trict court for further remand to the Personnel Review
Board for additional findings and conclusions. The rule
adopted in FMC, 773 P.2d 163, is satisfied.

As the second issue raised in this case, Mekss urges

39a

that the Schoo! violated the state personnel rules by
failing to pursue successive levels of discipline prior to
her dismissal. Mekss finds support for this argument in
Conclusion No. 2 of the decision of the Personnel Re-
view Board, which states:

"2. Mr. Geisler did not fully comply with the DAFC
Personnel Rules and Regulations in his application
by consistent, well-defined, and progressive discipli-
nary measures prior to his dismissal of Ms. Mekss."

This record demonstrates that Mekss knew of Geis-
ler’s emphasis and insistence upon bringing concerns
about School operations to his attention or to that of
other administrators. Geisler sent memoranda to the
staff and addressed specific remarks to them relating to
the importance of internal communication. On Novem-
ber 30, 1988, Geisler met with Mekss after her first tele-
phone call to Sherman. He then asked whether she had
concerns about the School, and she advised that she did
not. Geisler then reminded Mekss of her responsibility
to come to him with complaints or concerns, but he did
not initiate other formal disciplinary action.

After Mekss’ second telephone call to Sherman,
Geisler met with her on December 5, 1988 to impose
discipline for her behavior. That meeting and the fact
that Geisler issued a ten-day suspension and required
Mekss to write a letter of apology reasonably could be
perceived as a disciplinary "step" prior to dismissal. We
conclude that we need not decide whether such disci-
pline satisfies the "successive step" requirement under
the personnel rules because a plain reading of those
rules allows for immediate dismissal of a permanent em-
ployee for flagrant concuct. The pertinent portion is
found in Chapter XII, Discipline, State of Wyoming
Personnel Rules, in effect at the time of Mekss’ dismis-
Sal, and it states:

"Section 2. Determination of Appropriate Discipline.

40a

"(a) Agency heads should, except in cases of flagrant
employee behavior, attempt to administer employee
discipline in progressive stages so as to seek correc-
tive results. * * * " (Emphasis added.)

z = x * *

"Section 3. Types of Discipline.

x * * - *

"(c) Dismissal.

"(i) Dismissal of Permanent Employees. If previ-
ous disciplinary action has not served to achieve
corrective results, or if the nature and -extent of
the just cause is such that other disciplinary action
is not appropriate, the agency head may dismiss a
permanent employee for the good of the ser-
vice." (Emphasis added.)

[13] We affirm the reversal by the district court of
Conclusion No. 2 of the Personnel Review Board which
reads as follows:

"2. Mr. Geisler did not fully comply with the DAFC
Personne! Rules and Regulations in his application
by consistent, well-defined, and progressive discipli-
nary measures prior to his dismissal of Ms. Mekss."

The Personnel Review Board did not provide findings of
fact to support Conclusion No. 2. Our examination of
the record did not develop substantial evidence to sup-
port a conclusion that Geisler did not fully comply with
the personnel rules because those rules explicitly grant
authority to dismiss a permanent employee for flagrant
behavior without going through successive steps of disci-
pline. For this reason, Geisler was not obligated to im-
pose progressive discipline prior to dismissing Mekss,
particularly in view of her refusal to write an appropriate
apology. The circumstances in this case were sufficient to
justify summary dismissal when Mekss, after repeated at-

4la

tempts to contact Sherman, failed to accept discipline
that would have involved a reasonable letter of apology.
Her letter was only a continuation of the crusade re-
lating to the School that could not be constitutionally
protected once the investigation Jhad been accomplished.

[14] The last issue in Mekss’ brief is whether the
School was without standing to appeal the decision of
the Personnel Review Board that awarded her the five
months back pay and benefits. As we have noted, the
School took a cross-appeal to the district court from the
decision of the Personnel Review Board, claiming that
the award of the back pay was arbitrary, capricious, an
abuse of discretion, in excess of the Board’s statutory au-
thority, and unsupported by substantial evidence. In our
judgment, this issue is controlled by statute and by our
holding in Pritchard v. State, Division of Vocational Reha-
bilitation, Department of Health and Social Services, 540
P.2d 523 (Wyo.1975). In Pritchard, we analyzed the statu-
tory terms "person" and "agency" in light of the defini-
tions in the Wyoming Administrative Procedure Act. We
held that an agency is without the right to appeal an ad-
verse administrative decision to the district court, saying:

"The conclusion we reach here is bottomed in the
plain English language reading of the rules and stat-
utes and represents the overwhelming weight of au-
thority under statutes and rules identical with or
similar to our Administrative Procedure Act and
Rule 72.1, W.R.C.P.

"* * * (I}f an ‘agency’ is given a specific right to ap-
peal to the courts, such a grant is within the power
of the legislature and must be honored. But there
must be an applicable appeal procedure spelled out
in the statute. It cannot be inferred and, as here,
where the statute specifically excludes an agency’s
right of appeal, there cannot be any question but

42a

that the agency enjoys no such appellate privileges."
(Emphasis in original.) Pritchard, 540 P.2d at 527,
529. .

This rule was reiterated in Hupp v. Employment Security
Commission of Wyoming, 715 P.2d 223, 224 n.1 (Wyo.
1986), when we stated:

"The agency itself cannot bring an appeal to the dis-
trict court because it is not a ‘person aggrieved or
adversely affected in fact by a final decision of an
agency in a contested case.’ Section 116-3-114(a), W.
S.1977; Pritchard v. State, Division of Vocational Re-
habilitation, Department of Health and Social Services,
Wyo., 540 P.2d 523, 526 (1975)."

The School argues that Pritchard is not applicable in
this case. It contends that Mekss raised the question of
standing for the first time before this court. This argu-
ment can be resolved expeditiously because standing in
this context essentially is a jurisdictional issue concerning
the power of the court to hear and decide a case. In that
context, standing can be raised at any time in a judicial
proceeding.

The School then argues that once Mekss petitioned
for review, the School became a proper and aggrieved
party. The State endeavors to avoid the definitional bar-
rier in light of Pritchard and the Wyoming Administra-
tive Procedure Act by arguing that Pritchard should be
modified to allow an agency to cross-appeal. Although
the State presents a concise and forceful argument in
this regard, it still must be recognized that it is within
the province of the legislature to consider and, if neces-
sary, redefine whether an administrative agency may ap-
peal or cross-appeal to the district court. We note in
passing that there is no inhibition upon the right of an
agency to appeal an adverse decision from the district
court to the Supreme Court. See Safety Medical Services,
Inc. v. Employment Security Commission of Wyoming, 724

43a

P.2d 468 (Wyo.1986). In our view, Pritchard and the Wy-
oming Administrative Procedure Act should be con-
strued to inhibit cross-appeals brought by an agency at
the district court level like a direct appeal is inhibited.

Ultimately, the School argues that the Personnel
Review Board was without authority and jurisdiction to
order the payment of public funds from the state treasu-
ry. The State argues that the remuneration "ordered" by
the Board violates state personnel rules and the Wy-
oming constitution.” As a matter of logic, the State pre-
sents the proposition that, if the Personnel Review
Board found substantial evidence to justify Mekss’ ter-
mination, then the award of remuneration is antithetical
to its affirmation of her discharge. Certainly, this conten-
tion may have a good deal of merit. 7

'' Appellees rely on Chapter XIII, Grievances and Appeals, State of
Wyoming Personnel Rules:

"Section 6. Dismissal Appeals.

see @ 8

"(e) Hearing Authority Purpose and Authority.

"(i) The purpose of the hearing is to determine whether there ex-
ists good cause for the dismissal. The Hearing Authority shall
decide, based upon all of the evidence produced at the hearing
and upon no other basis, whether the allegations made in sup-
port of the dismissal are true and, if true, whether they fairly and
reasonable [sic] constitute grounds for dismissal under the Per-
sonnel Rules.

"(ii) The Hearing Authority shall affirm or reverse the dismissal
and/or recommend other personnel actions so long as the deci-
sions and recommendations are not in conflict with Personnel
Rules and State Statutes.” (Emphasis added.)

Appellees also find support in Article 3, §35, of the Wyoming
Constitution which states in part:

"* * * [M]oney shall be paid out of the treasury only on appro-
priations made by the legislature, and in no case otherwise than
upon warrant drawn by the proper officer in pursuance of law.”

44a

We do not need to decide that question in this case,
however. The application of the rule in Pritchard leads to
a conclusion that the School did not have standing to
cross-appeal to the district court. For that reason, the
district court was without jurisdiction to adjudicate the
issues presented by the cross-appeal.

The School is not without recourse. A conclusion
that the Personnel Review Board’s award of five months
back pay and benefits cannot be addressed in this pro-
ceeding does not require the State t

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Source: Frix Law Library, https://www.frixlaw.com/law-library/documents/brief%3Amicro_IA40385009_2914%3A1. Public record. Not legal advice.
