Don Powers v. Northside Independent Sch Dis ( 2020 )


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  •      Case: 18-50983    Document: 00515322023      Page: 1    Date Filed: 02/26/2020
    IN THE UNITED STATES COURT OF APPEALS
    FOR THE FIFTH CIRCUIT
    United States Court of Appeals
    Fifth Circuit
    No. 18-50983
    FILED
    February 26, 2020
    Lyle W. Cayce
    Clerk
    DON POWERS; KARON WERNLI,
    Plaintiffs - Appellants
    v.
    NORTHSIDE INDEPENDENT SCHOOL DISTRICT; BRIAN T. WOODS,
    Defendants - Appellees
    Appeal from the United States District Court
    for the Western District of Texas
    Before HIGGINBOTHAM, STEWART, and ENGELHARDT, Circuit Judges.
    KURT D. ENGELHARDT, Circuit Judge:
    Plaintiffs-Appellants Don Powers and Karon Wernli filed suit against
    their former employer, Northside Independent School District (NISD) and its
    superintendent Brian Woods, asserting free speech and retaliation claims in
    violation of their First Amendment rights under 42 U.S.C. § 1983; Article 1,
    Section 8 of the Texas Constitution; and the Texas Whistleblower Act. On
    appeal, Plaintiffs challenge several of the district court’s rulings, as well as its
    final judgment in favor of Defendants. We AFFIRM.
    Case: 18-50983       Document: 00515322023          Page: 2     Date Filed: 02/26/2020
    No. 18-50983
    I.
    Powers and Wernli, formerly the principal and assistant principal,
    respectively, of Adams Hill Elementary School, were employed by NISD,
    pursuant to two-year term contracts that were set to expire at the end of the
    2014–15 school year. During the 2012–13 school year, Plaintiffs, along with
    three other Adams Hill educators, served on a committee (the 504 committee)
    which was convened for the purpose of implementing regulations under
    Section 504 of the Rehabilitation Act of 1973. 1
    Plaintiffs’ Section 504 Practices
    In May 2013, the 504 committee met to conduct an evaluation of J.B., a
    student diagnosed with Attention Deficit Hyperactivity Disorder (ADHD). The
    504 committee determined that J.B. had a reading disability and was therefore
    entitled to an oral administration accommodation for the upcoming STAAR
    test. 2 However, on June 20, 2013, Anna Draker, who was NISD’s Section 504
    program coordinator at the time, reviewed J.B.’s Section 504 documentation.
    After concluding that J.B. did not meet the criteria to qualify for oral
    administration on state tests, Draker notified Plaintiffs that J.B. would not be
    given the accommodation for the STAAR test.
    Following this incident, NISD conducted an investigation of Adams Hill’s
    Section 504 files and 2013 STAAR testing procedures. In July 2013, Draker
    and the NISD investigative team met with Wernli and later with Powers to
    inform them of potential STAAR testing errors and Section 504 violations at
    Adams Hill. After his meeting with NISD, Powers called the Texas Education
    1 Section 504 requires federally-funded school districts to “conduct an evaluation . . .
    of any [student] who, because of handicap, needs or is believed to need special education or
    related services . . . .” 34 C.F.R. § 104.35; see also 29 U.S.C. § 794(a).
    2 The STAAR test is a Texas standardized test used to measure students’ academic
    performance.
    2
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    Agency (TEA) 3 to validate that he and Wernli were “on the right approach for
    accommodations on the 504 for oral administration.” The following day, Wernli
    also called the TEA because she “felt adamant to report . . . that [NISD] had
    violated the law by taking J.B.’s rights away from him.” Wernli and Powers
    both placed several subsequent calls to the TEA to validate their Section 504
    procedures and to report NISD’s allegedly unlawful conduct.
    Thereafter, on July 24 and July 30, 2013, respectively, NISD suspended
    Powers and Wernli pending the outcome of their investigation into Plaintiffs’
    Section 504 and STAAR administrative practices. Upon the investigation’s
    conclusion, NISD filed an incident report with the TEA setting forth the
    investigative    team’s    findings    that       Plaintiffs   intentionally   authorized
    inappropriate student testing accommodations based on a misapplication of
    Section 504 eligibility requirements.
    Administrative Proceedings
    In early September 2013, Plaintiffs filed grievances asserting that NISD
    imposed their suspensions in retaliation for Plaintiffs reporting NISD’s
    conduct to the TEA.             After hearing Plaintiffs’ grievances, NISD’s
    superintendent, Brian Woods, denied their requested remedies. Woods then
    sent Plaintiffs follow-up letters informing them that he would be
    recommending their termination during an upcoming meeting of the NISD
    Board of Trustees (the Board). 4        In advance of the upcoming termination
    proceeding, the Board held a hearing on Plaintiffs’ grievances, after which the
    Board too denied Plaintiffs’ requested remedies.                On December 10, 2013,
    3  The TEA is the state agency that oversees primary and secondary public education
    in Texas.
    4 The Board is the body with decision-making authority over employment decisions
    concerning campus-level administrators.
    3
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    during the Board’s regular meeting, Woods recommended that Plaintiffs’
    employment be terminated, and the Board voted in favor of termination.
    The Board’s first vote to terminate entitled Plaintiffs to a hearing before
    an independent hearing examiner (IHE) 5 appointed by the TEA. The hearing
    was held before the IHE on March 18, 19, 20, and 24, 2014. Over those four
    days, the parties presented witnesses, offered exhibits, and cross-examined
    opposing witnesses. On April 14, 2014, the IHE issued his findings of fact and
    conclusions of law and found that NISD was justified and met the standard of
    good cause in proposing termination of Plaintiffs’ employment contracts. At
    the following Board meeting on April 22, 2014, the Board adopted the IHE’s
    recommendation and unanimously voted to terminate Plaintiffs’ employment. 6
    District Court Proceedings
    On May 22, 2014, Plaintiffs filed suit against NISD in Texas state court,
    alleging NISD terminated their employment in violation of the Texas
    Whistleblower Act. Plaintiffs later amended their state court petition to name
    Woods as a defendant and to raise additional causes of action under the Texas
    and United States Constitutions, 42 U.S.C. § 1983, the Rehabilitation Act, and
    the Americans with Disabilities Act. Thereafter, Defendants timely filed a
    notice of removal. On August 4, 2015, Plaintiffs filed their First Amended
    Complaint, raising the following claims against NISD: (1) violation of the
    Texas Whistleblower Act, TEX. GOV’T CODE § 554.002(a); (2) violation of
    Plaintiffs’ First Amendment free speech rights under § 1983; and (3) violation
    5 The IHE presides over a quasi-judicial hearing, administered in accord with Texas
    Rules of Civil Procedure and Rules of Evidence, and makes findings of fact, conclusions of
    law, and a recommendation to the Board.
    6 Following their termination for good cause, Plaintiffs filed an appeal with the Texas
    Commissioner of Education; however, on June 10, 2014, Plaintiffs voluntarily dismissed their
    appeal.
    4
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    of Plaintiffs’ free speech rights under Article I, Section 8 of the Texas
    Constitution. In their First Amended Complaint, Plaintiffs also raised a § 1983
    claim against Woods.
    On October 29, 2015, the district court dismissed Plaintiffs’ First
    Amendment retaliation claims against Woods on the basis of qualified
    immunity. On January 27, 2016, the district court granted in part and denied
    in part NISD’s motion for summary judgment. The district court granted
    summary judgment on Plaintiffs’ free speech claims under the First
    Amendment and the Texas Constitution. 7                   However, the district court
    concluded that genuine issues of material fact precluded summary judgment
    on Plaintiffs’ Texas Whistleblower claims against NISD. Consequently, only
    Plaintiffs’ Texas Whistleblower Act claims against NISD survived for trial. On
    January 19, 2018, the district court also granted NISD’s motion for summary
    judgment on its affirmative defense of Plaintiffs’ failure to mitigate their
    economic damages under the Texas Whistleblower Act, finding that Plaintiffs
    had failed to identify competent evidence of their efforts to obtain substantially
    equivalent employment since their discharge.
    Plaintiffs’ remaining claims under the Texas Whistleblower Act went to
    a jury trial. During the trial, the district court informed the jury that the IHE’s
    findings of fact from the administrative hearing have a preclusive effect,
    meaning the jury must accept those facts as true but was still tasked with
    determining whether retaliation was the reason for Plaintiffs’ terminations.
    The written jury charge likewise incorporated a preclusive effect instruction as
    to questions three and seven of the verdict form.
    7 In their briefs, Plaintiffs appeal the district court’s summary judgment of their free
    speech claims under only the First Amendment. Accordingly, any free speech claims
    Plaintiffs previously asserted under the Texas Constitution are deemed waived on appeal.
    See Procter & Gamble Co. v. Amway Corp., 
    376 F.3d 496
    , 499 n.1 (5th Cir. 2004) (citing FED.
    R. APP. P. 28(a)(9)(A)).
    5
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    After the close of evidence, the jury returned a unanimous verdict in
    favor of NISD, finding that Plaintiffs’ conversations with the TEA about
    NISD’s denial of a student’s test-taking accommodations were not reports of a
    violation of law made in good faith. Thereafter, the district court entered
    judgment on the verdict in favor of Defendants.        On November 20, 2018,
    Plaintiffs timely filed their notice of appeal.
    II.
    Plaintiffs contend that the district court erred by dismissing their claims
    against Defendant Woods based on qualified immunity. We review de novo a
    motion to dismiss for failure to state a claim under Rule 12(b)(6), applying the
    same standard as the district court. In re Katrina Canal Breaches Litig., 
    495 F.3d 191
    , 205 (5th Cir. 2007). “The court accepts all well-pleaded facts as true,
    viewing them in the light most favorable to the plaintiff.”          
    Id. (internal quotation
    marks omitted). However, the plaintiff must plead “specific facts,
    not mere conclusory allegations” to state a claim for relief that is facially
    plausible. Tuchman v. DSC Commc’ns Corp., 
    14 F.3d 1061
    , 1067 (5th Cir.
    1994). “A claim has facial plausibility when the plaintiff pleads factual content
    that allows the court to draw the reasonable inference that the defendant is
    liable for the misconduct alleged.” Ashcroft v. Iqbal, 
    556 U.S. 662
    , 678 (2009).
    The factual allegations need not be detailed, but they must be enough to raise
    a right to relief above the speculative level, assuming all the allegations are
    true. Bell Atl. Corp. v. Twombly, 
    550 U.S. 544
    , 555–56 (2007).
    As superintendent, Woods is entitled to qualified immunity from suit
    under § 1983 unless Plaintiffs can demonstrate that Woods’ actions violated
    clearly established constitutional law. See Salas v. Carpenter, 
    980 F.2d 299
    ,
    305 (5th Cir. 1992). Our qualified immunity determination ordinarily requires
    a two-step analysis: (1) whether Plaintiffs have stated a violation of their First
    6
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    Amendment rights 8; and if so, (2) whether Woods’ conduct was objectively
    reasonable in light of clearly established law. See 
    Salas, 980 F.2d at 305
    –06.
    We need not determine whether Plaintiffs have adequately stated a First
    Amendment retaliation claim because even assuming Plaintiffs succeed on the
    first prong of our qualified immunity analysis, they fail on the second prong.
    See Sims v. City of Madisonville, 
    894 F.3d 632
    , 638 (5th Cir. 2018) (per curiam)
    (electing to skip the first prong of the qualified immunity analysis because the
    case could be resolved on the second prong). “The second prong of the qualified
    immunity test is better understood as two separate inquiries: whether the
    allegedly violated constitutional rights were clearly established at the time of
    the incident; and, if so, whether the conduct of the defendant[] was objectively
    unreasonable in the light of that then clearly established law.” Hare v. City of
    Corinth, Miss., 
    135 F.3d 320
    , 326 (5th Cir. 1998). In the context of First
    Amendment retaliation claims, our law was previously ambiguous as to
    whether an individual who recommends an adverse employment decision but
    is not a final decision-maker can be liable for retaliation under Section 1983.
    See 
    Culbertson, 790 F.3d at 627
    ; see also 
    Sims, 894 F.3d at 641
    .
    In concluding that this area of the law was unsettled, the Culbertson
    court discussed the tension in our precedents’ application of Beattie v. Madison
    County School District, 
    254 F.3d 595
    (5th Cir. 2001). 
    Culbertson, 790 F.3d at 625
    –27. In Beattie, a school secretary sued the principal and superintendent,
    among other defendants, for First Amendment retaliation after they
    recommended her termination to the school board, which unanimously voted
    to terminate her 
    employment. 254 F.3d at 599
    . The Beattie court held that
    8  To state a claim for First Amendment retaliation, Plaintiffs must allege (1) they
    suffered an adverse employment decision; (2) their speech involved a matter of public
    concern; (3) their interest in speaking outweighed Woods’ interest in promoting efficiency;
    and (4) their speech motivated Woods’ conduct. See Culbertson v. Lykos, 
    790 F.3d 608
    , 617
    (5th Cir. 2015) (citing Kinney v. Weaver, 
    367 F.3d 337
    , 356 (5th Cir. 2004) (en banc)).
    7
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    “[b]ecause the board fired Beattie for permissible, constitutional motives
    independently of [the defendants’] recommendation, that superseding cause
    shields [the defendants] from liability.” 
    Id. at 605.
    Although the Beattie court
    did not necessarily hold that the principal and superintendent were not
    individually liable because they were not the final decision-makers, some later
    decisions “have interpreted Beattie to hold that only final decision-makers may
    be held liable for First Amendment retaliation under § 1983.” 
    Culbertson, 790 F.3d at 626
    (citing Johnson v. Louisiana, 
    369 F.3d 826
    , 831 (5th Cir. 2004));
    see also Whiting v. Univ. of S. Miss., 
    451 F.3d 339
    , 350–51 (5th Cir. 2006)
    (holding that university president could not be liable for First Amendment
    retaliation because he was not responsible for the final decision to deny
    professor’s tenure). Yet, such an interpretation of Beattie runs contrary to our
    earlier and controlling decision in Jett v. Dallas Independent School District,
    which required only that the plaintiff show “an affirmative causal link”
    between the school principal’s recommendation and the school district’s
    decision. See 
    Culbertson, 790 F.3d at 626
    (quoting Jett v. Dall. Indep. Sch.
    Dist., 
    798 F.2d 748
    , 758 (5th Cir. 1986)); see also 
    Sims, 894 F.3d at 641
    .
    Because of the uncertainty created by these decisions, our law on this
    issue remained unsettled until 2018 when the Sims court provided “overdue
    clarification.” 
    Sims, 894 F.3d at 641
    . There, our court held that there is no
    absolute bar on liability for individuals who are not final decision-makers in a
    First Amendment retaliation claim. 
    Id. The Sims
    court further held that the
    “causal link” standard in Jett controls and sets the causation requirement on
    such a claim. 
    Id. Nevertheless, like
    in Sims, this clarification of the law
    provides no recourse to the plaintiffs in the instant case because the law was
    not clearly established at the time the incident occurred. See 
    id. When Powers
    and Wernli were terminated in April 2014, the inconsistency in our law as to
    whether First Amendment liability can attach to a public official who did not
    8
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    make the final employment decision had not yet been resolved. See 
    Culbertson, 790 F.3d at 627
    (concluding that the law remained unsettled in June 2015).
    Accordingly, the district court did not err in dismissing Plaintiffs’ claims
    against Woods based on qualified immunity.
    III.
    Next, Plaintiffs contend that the district court erroneously granted
    summary judgment on their First Amendment claims, upon concluding that
    Plaintiffs’ complaints to the TEA regarding NISD’s application of Section 504
    accommodations were activities performed pursuant to Plaintiffs’ official
    duties.
    We review de novo a grant of summary judgment. Goudeau v. Nat’l
    Oilwell Varco, L.P., 
    793 F.3d 470
    , 474 (5th Cir. 2015). Summary judgment is
    appropriate when the movant is entitled to judgment as a matter of law, and
    there is no genuine dispute of material fact. FED. R. CIV. P. 56(a). “An issue of
    material fact is genuine if a reasonable jury could return a verdict for the
    nonmovant.” Jackson v. Cal-Western Packaging Corp., 
    602 F.3d 374
    , 377 (5th
    Cir. 2010).
    We “draw all reasonable inferences in favor of the nonmoving party, and
    avoid credibility determinations and weighing of the evidence.” 
    Goudeau, 793 F.3d at 474
    .    “However, a party cannot defeat summary judgment with
    conclusory allegations, unsubstantiated assertions, or only a scintilla of
    evidence.” Turner v. Baylor Richardson Med. Ctr., 
    476 F.3d 337
    , 343 (5th Cir.
    2007) (internal quotation marks and citation omitted). The party opposing
    summary judgment must go beyond the pleadings and identify specific
    evidence in the record showing that there is a genuine issue for trial. Celotex
    Corp. v. Catrett, 
    477 U.S. 317
    , 324 (1986). The movant is entitled to summary
    judgment if “the nonmoving party has failed to make a sufficient showing on
    9
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    an essential element of her case with respect to which she has the burden of
    proof.” 
    Id. at 323.
          In reviewing a free speech claim brought by a public employee, we
    conduct a two-step inquiry. First, we must “determin[e] whether the employee
    spoke as a citizen on a matter of public concern. If the answer is no, the
    employee has no First Amendment cause of action based on his or her
    employer’s reaction to the speech.” Garcetti v. Ceballos, 
    547 U.S. 410
    , 418
    (2006) (internal citation omitted). If the answer is yes, the question becomes
    “whether the relevant government entity had an adequate justification for
    treating the employee differently from any other member of the general
    public.” 
    Id. The first
    step in that analysis “sets out two predicates for public-
    employee speech to receive First Amendment protection”: the speech must be
    (1) made as a citizen and (2) on a matter of public concern. Gibson v. Kilpatrick,
    
    773 F.3d 661
    , 667 (5th Cir. 2014).
    “The ‘as a citizen’ requirement draws a distinction between when public
    employees speak in their private capacities and when they speak ‘pursuant to
    their official duties.’” 
    Id. (quoting Garcetti,
    547 U.S. at 421). When public
    employees speak pursuant to their official duties, they are not speaking as
    citizens for First Amendment purposes, and their speech is not protected. Id.
    (citing 
    Garcetti, 547 U.S. at 421
    ). Although the Supreme Court articulated no
    comprehensive framework for determining whether speech is within the scope
    of an employee’s official duties, it did state that neither job descriptions nor the
    fact that the speech concerns the subject matter of the employment are
    dispositive. Id. (citing 
    Garcetti, 547 U.S. at 421
    , 424–25). The Court further
    advised that the proper inquiry should be practical and focused on the scope of
    the employee’s professional duties. 
    Id. (citing Garcetti,
    547 U.S. at 424–25).
    Here, Plaintiffs placed several calls with the TEA to validate their
    Section 504 procedures and report NISD’s allegedly unlawful conduct. It is
    10
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    undisputed that Plaintiffs’ job duties included implementing Section 504 for
    students at Adam Hill. Yet, Plaintiffs contend that their job duties did not
    include reporting NISD’s alleged misconduct to a higher level authority, e.g.
    the TEA; therefore, their calls to the TEA constitute private, protected speech.
    We find this argument unconvincing. Both Powers and Wernli were members
    of the school’s committee that was tasked with implementing and ensuring
    compliance with Section 504.          Indeed, as members of the 504 committee,
    Plaintiffs participated in the meeting specifically convened to determine
    whether student J.B. was eligible for Section 504 accommodations. It then
    follows that Plaintiffs’ calls to TEA regarding Section 504 construction and
    application at Adams Hill were clearly “activities undertaken in the course of
    performing [their] job[s],” such that they were pursuant to Plaintiffs’ official
    duties. See Williams v. Dall. Indep. Sch. Dist., 
    480 F.3d 689
    , 693–94 (5th Cir.
    2007) (holding that a school athletic director’s memoranda expressing concern
    regarding the handling of school athletic funds were not protected speech
    because they were “part-and-parcel of his concerns about the program he ran”).
    Such activities are not protected by the First Amendment; accordingly, the
    district court did not err in granting summary judgment on Plaintiffs’ First
    Amendment claims. 9
    IV.
    Plaintiffs also appeal the district court’s grant of summary judgment
    barring Plaintiffs from recovering for lost wages under the Texas
    Whistleblower Act. 10      The Texas Whistleblower Act permits a successful
    plaintiff to receive “compensation for wages lost during the period of
    9  Because we conclude that Plaintiffs’ speech was made pursuant to their official
    duties, we need not determine whether the speech was a matter of public concern.
    10 Our standard of review on a motion for summary judgment has been set 
    forth supra
    .
    11
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    suspension or termination.”     TEX. GOV’T CODE ANN. § 554.003(b)(2) (West
    2019). The statute allows for recovery of back pay, as well as front pay, when
    job reinstatement is not feasible. See Dall. Cty. v. Glasco, No. 05-03-01330-CV,
    
    2004 WL 1202008
    , at *4 (Tex. App.—Dallas June 2, 2004, no pet.) (mem. op.);
    City of Hous. v. Levingston, 
    221 S.W.3d 204
    , 232 (Tex. App.—Houston [1st
    Dist.] 2006, no pet.). However, a plaintiff must use reasonable diligence to
    mitigate damages by seeking other employment which is substantially
    equivalent to the job from which the plaintiff was discharged. Office of the
    Attorney Gen. of Tex. v. Rodriguez, 
    535 S.W.3d 54
    , 84 (Tex. App.—El Paso 2017,
    pet. granted).   Employment is substantially equivalent when it “affords
    virtually   identical     promotional     opportunities,      compensation,      job
    responsibilities, working conditions, and status” as the position from which the
    plaintiff has been terminated. West v. Narbors Drilling USA, Inc., 
    330 F.3d 379
    , 393 (5th Cir. 2003). In a wrongful discharge case, the defendant has the
    burden of proving plaintiff’s failure to mitigate damages. 
    Id. However, if
    the
    defendant establishes that the plaintiff has not made reasonable efforts to
    obtain work, the defendant is not required to prove that evidence of equivalent
    work exists and is available. 
    Id. In the
    instant case, both Powers and Wernli, instead of seeking
    comparable employment, retired and began taking annuity payments from the
    Texas Teacher Retirement System after their termination. Plaintiffs contend
    that by doing this, they exercised reasonable care to minimize their damages.
    We disagree.     Our court has recognized that the appropriate focus for
    mitigation of damages is on Plaintiffs’ efforts to obtain other employment. See
    Hansard v. Pepsi-Cola Metro. Bottling Co., Inc., 
    865 F.2d 1461
    , 1468 (5th Cir.
    1989) (finding plaintiff was clearly not entitled to back pay after he stopped
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    looking for work). For four years following their termination, neither Powers
    nor Wernli made reasonable efforts to look for work. 11
    Plaintiffs justify their lack of efforts to obtain comparable employment
    by contending that any efforts they could have made would have been futile.
    However, Plaintiffs’ unilateral decision that their job-seeking efforts would be
    futile does not absolve them of their duty to mitigate damages. See Johnston
    v. Harris Cty. Flood Control Dist., 
    869 F.2d 1565
    , 1579, n.3 (5th Cir. 1989)
    (reversing an award of back pay where the plaintiff did not try to obtain other
    employment and, thus, did not fulfill his duty to exercise reasonable diligence
    to mitigate his damages, because he had unilaterally determined the job search
    would be pointless). Because Plaintiffs have failed to exercise reasonable
    diligence to mitigate their damages, they are not entitled to recovery of lost
    wages.
    Lastly on this issue, Plaintiffs contend that the district court erred in
    denying Plaintiffs’ motion for rescission or modification, which they filed
    nearly seven months after the district court’s order denying Plaintiffs’ recovery
    of lost wages, after the close of discovery, and only three months before trial.
    Yet, a review of the record reveals that Plaintiffs’ “new evidence” of their efforts
    seeking employment was not previously unavailable.                   See In re Benjamin
    Moore & Co., 
    318 F.3d 626
    , 629 (5th Cir. 2002); FED. R. CIV. P. 59(e). Plaintiffs
    had the opportunity to raise evidence of their efforts to obtain comparable
    employment prior to the district court’s ruling on the original motion for
    summary judgment. Instead, because Plaintiffs had not made such efforts,
    they rested on their futility argument. Plaintiffs cannot relitigate the issue by
    subsequently creating new evidence. Cf. Rosenzweig v. Azurix Corp., 332 F.3d
    In their later motion for rescission, Plaintiffs raise “changed circumstances” alleging
    11
    they sought comparable employment, though notably, not until after the court’s order
    denying Plaintiffs’ recovery of lost wages.
    13
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    854, 863 (5th Cir. 2003) (“[A] motion to alter or amend the judgment under
    Rule 59(e) . . . cannot be used to raise arguments which could, and should have
    been made before the judgment issued.”). Accordingly, the district court did
    not err in denying Plaintiffs’ motion for rescission or modification.
    V.
    Plaintiffs contend the district court also erred by instructing the jury
    that the findings from the IHE administrative hearing had a preclusive effect.
    Questions three and seven of the jury charge and instructions read, in relevant
    part:
    In answering this question, you are also bound to consider the
    findings of fact and conclusions of law contained in the
    independent hearing examiner’s recommendation of termination
    as true. In other words, you must take it as true that Northside
    ISD had good cause to terminate [the Plaintiffs’] employment
    contract.
    Additionally, at trial, the district court explained to the jury how this
    preclusive effect is applied:
    The findings of fact made in [the IHE] hearing could have been
    appealed but [were] not; therefore, it’s preclusive, a fancy word
    meaning it bounds everybody to exercise their legal rights. Those
    facts . . . you must accept on the termination, however, that does
    not have preclusive effect on the issue of whether or not they were
    . . . terminated as a result of the plaintiffs making complaint under
    the Whistle Blower Act . . . [y]ou will have to determine whether
    or not [Plaintiffs] were retaliated against and that was the reason
    for termination, not the findings of the state hearing officer nor the
    investigation of the school board and the reasons that the school
    board put forth for termination.
    We review jury charges and instructions under the deferential abuse of
    discretion standard. Bagby Elevator Co., Inc. v. Schindler Elevator Corp., 
    609 F.3d 768
    , 772 (5th Cir. 2010). District courts are given “wide latitude in
    14
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    formulating jury charges.” 
    Id. (quoting Carrizales
    v. State Farm Lloyds, 
    518 F.3d 343
    , 348 (5th Cir. 2008)). Therefore, the challenging party has the burden
    of showing that “the instruction as a whole creates substantial doubt as to
    whether the jury was properly guided.” 
    Id. (quoting Carrizales
    , 518 F.3d at
    348). Furthermore, even if we conclude that a jury instruction is erroneous,
    we will not reverse on that error if the challenged instruction could not have
    affected the outcome of the case. 12 
    Id. (citing Dahlen
    v. Gulf Crews, Inc., 
    281 F.3d 487
    , 494 (5th Cir. 2002)).
    In Bradberry v. Jefferson County, Texas, our court articulated that a
    Texas administrative agency’s findings can have preclusive effect when “the
    agency is acting in a judicial capacity and resolves disputed issues of fact
    properly before it which the parties have had an adequate opportunity to
    litigate.” 
    732 F.3d 540
    , 549 (5th Cir. 2013). Parties can be said to have had an
    “adequate opportunity to litigate” if they are represented by counsel; they have
    the opportunity to present witness testimony and to cross-examine opposing
    witnesses; and the respective rules of evidence are applied. 
    Id. at 550.
    Like in
    Bradberry, the administrative proceedings here provided the parties with an
    adequate opportunity to litigate: the parties, through their attorneys,
    presented witnesses, offered exhibits, and cross-examined opposing witnesses
    over four days of testimony; at the hearing, the IHE applied the Texas Rules
    of Evidence; and, prior to the hearing, the parties engaged in written discovery,
    pursuant to the Texas Rules of Civil Procedure. The district court did not err
    by instructing the jury that the IHE’s findings were preclusive.
    12  This rule of law is significant to the instant case. Here, the challenged jury
    instruction pertains only to questions three and seven of the verdict form. The jury, however,
    never reached questions three and seven because they answered the preceding, dispositive
    questions one and five in favor of Defendant NISD. Consequently, the challenged instruction
    could not have affected the outcome of the case. However, even if it had, Plaintiffs’ argument
    fails on the merits, as well.
    15
    Case: 18-50983     Document: 00515322023      Page: 16   Date Filed: 02/26/2020
    No. 18-50983
    VI.
    Finally, Plaintiffs contend the district court erred in relying upon the
    jury’s verdict that Plaintiffs did not report a violation of law in good faith. We
    disagree. Our court has long held that the jury’s role is to hear both sides and
    choose which witnesses and what evidence it believes. Polanco v. City of
    Austin, Tex., 
    78 F.3d 968
    , 980 (5th Cir. 1996). “It is not within the province of
    this court to disturb a jury’s finding which is supported by the record, even if
    this court would have been inclined to rule differently . . . .” 
    Id. The district
    court in the instant case found that the record supported the jury’s finding and
    was obligated to affirm the jury’s verdict accordingly. See 
    id. Based on
    the
    record, the jury, in weighing the testimony and evidence presented by the
    Plaintiffs with that of the Defendants, could have reasonably found the
    Defendants to be more credible and returned a verdict in the Defendants’ favor.
    For these reasons, Plaintiffs have failed to show that the district court
    committed reversible error with respect to any of the issues raised on appeal.
    Accordingly, the judgment of the district court is AFFIRMED.
    16
    

Document Info

Docket Number: 18-50983

Filed Date: 2/26/2020

Precedential Status: Precedential

Modified Date: 2/27/2020

Authorities (24)

Thomas E. West v. Nabors Drilling Usa, Inc. , 330 F.3d 379 ( 2003 )

Tuchman v. DSC Communications Corp. , 14 F.3d 1061 ( 1994 )

Johnson v. State of Louisiana , 369 F.3d 826 ( 2004 )

Williams v. Dallas Independent School District , 480 F.3d 689 ( 2007 )

Polanco v. City of Austin, Tex. , 78 F.3d 968 ( 1996 )

Beattie v. Madison County School District , 254 F.3d 595 ( 2001 )

In Re: Benjamin Moore & Co., Wholly-Owned Subsidiary of ... , 318 F.3d 626 ( 2002 )

Procter & Gamble Co. v. Amway Corp. , 376 F.3d 496 ( 2004 )

Kinney v. Weaver , 367 F.3d 337 ( 2004 )

Jackson v. Cal-Western Packaging Corp. , 602 F. Supp. 3d 374 ( 2010 )

In Re Katrina Canal Breaches Litigation , 495 F.3d 191 ( 2007 )

Carrizales v. State Farm Lloyds , 518 F.3d 343 ( 2008 )

richard-hare-natural-father-and-next-friend-of-haley-hare-a-minor-richard , 135 F.3d 320 ( 1998 )

Turner v. Baylor Richardson Medical Center , 476 F.3d 337 ( 2007 )

Carl Johnston v. Harris County Flood Control District , 869 F.2d 1565 ( 1989 )

Andrew W. Hansard, Cross-Appellant v. Pepsi-Cola ... , 865 F.2d 1461 ( 1989 )

Norman Jett v. Dallas Independent School District and ... , 798 F.2d 748 ( 1986 )

Whiting v. University of Southern Mississippi , 451 F.3d 339 ( 2006 )

dora-salas-individually-and-as-representative-of-the-estate-of-obo-juanita , 980 F.2d 299 ( 1992 )

Celotex Corp. v. Catrett, Administratrix of the Estate of ... , 106 S. Ct. 2548 ( 1986 )

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