Appeals Court Answers a Question “Left Open” for Forty Years and Decides That School Districts Cannot Withhold Professional Teacher Status from Teachers Who Had Time of Service Interrupted by Protected Leave Once the Teacher Works the Number of Missed School Days to Complete “Three Consecutive Years”

On October 25, 2024, the Massachusetts Appeals Court issued a decision in Chaloff v. Westwood Public Schools, 105 Mass. App. Ct. 13 (2024). The decision reversed a ruling by the Superior Court which denied a claim brought by a teacher who argued that taking parental leave under G.L. c. 149, §105D should not require her to work an additional year to qualify for Professional Teacher Status (“PTS”). This was a previously unanswered question and many districts, like Westwood, relied on the cases decided under the “tenure” statute that pre-dated the 1993 Education Reform Act as well as the language in G.L. c. 71, §41. The latter statute provides that a teacher must serve “three previous consecutive school years” in order to obtain PTS.

PTS elevates a teacher from “at-will” employment and carries procedural and substantive safeguards from adverse employment actions, including a requirement that the teacher can only be dismissed for “just cause”. It is achieved when a person completes the required three previous consecutive school years unless the teacher is notified no later than June 15 that employment will not be offered for the next school year. (Some School Committees have a date for notification that is earlier than June 15.)

The teacher in this case was initially hired through a one-year contract for the 2016-2017 school year. Upon completion of the first school year, she received a second contract for the 2017-2018 school year. The teacher then submitted a request for maternity leave to be taken during the fall of that second year, and Westwood granted the leave in accordance with G.L. c. 149, §105D. She returned to work after taking leave for fifty-six days, completed that second school year, and was then hired under a third contract for the 2018-2019 school year.

During the third school year, the teacher met with her school’s principal and was informed that because she had taken a maternity leave of absence during the 2017-18 school year, she would be required to work another year in non-professional teacher status. The teacher was also informed by the assistant superintendent that requiring an extra year in non-professional teacher status was regular practice for teachers in Westwood whose employment had a significant interruption. The teacher also signed an agreement acknowledging she was in a provisional teacher status.

The teacher received a fourth contract extending her employment for the 2019-2020 school year and worked the remainder of that school year. In May she was notified she would not be hired for the next school year ending her employment with Westwood.

The teacher’s lawsuit and appeal claimed that she had achieved PTS by working fifty-six days into the fourth year.

The Appeals Court answered “a question of law that was expressly left open in Solomon v. School Comm. of Boston, 395 Mass. 12, 19 (1985)”. Westwood contended that by working fifty-six days in the fourth year the teacher could not obtain PTS because Westwood required an evaluation of teacher performance based on a complete school year of at least 180 days.

The Court disagreed. It held that by working fifty-six days into the fourth school year the teacher had accumulated the necessary length of service to satisfy the requirement of three consecutive school years in § 41. The Court reaffirmed that protected leave does not interrupt a teacher’s service for the purpose of obtaining PTS. It further ruled that “excused” absences do not weigh against calculation of the three years, that an employee’s service is safeguarded when the employee takes leave under the protected leave statute, and that it was unlawful to impose any other penalty as a result.

The decision shows that courts will consider a teacher to have attained PTS even if completion of the “three consecutive years” occurs in the midst of a school year so long as the missed days being worked were covered by protected leave

This decision emphasizes the need for school districts to accurately calculate the number of days a non-PTS teacher misses during a school year due to statutorily protected leave. School districts have full authority to non-renew a non-PTS teacher for any lawful reason but may inadvertently lose that right if they fail to properly calculate the three years of service. It is important to note that there appear to be other related questions that have not been resolved by this decision. It is essential that school districts that have questions about a specific circumstance consult with counsel.

We are pleased to provide advice to employers regarding when employees have earned an entitlement to PTS including issues involving breaks in service due to protected leave.

This update is provided for informational purposes only and should not be considered legal advice.

Appeals Court Holds That Erroneously Deducted Contributions Cannot Be Considered “Regular Compensation” to Determine an Employee’s Accidental Disability Retirement Allowance

On October 7, 2024 the Massachusetts Appeals Court issued a decision in O’Malley, et al. v. Contributory Retirement Appeal Board, et al., No. 23-P-1147 (2024). That decision affirmed a decision by the Contributory Retirement Appeal Board (“CRAB”), which had denied a claim by two former employees that retirement deductions for certain work they had performed should be included in calculating their accidental disability retirement allowances.

The two retirees were a Brockton Schools Resource Officer and a Brockton Schools custodian. In addition to their regular duties, each had performed additional work as school crossing guards. Both had retired for accidental disability after being injured at work. Historically, pay for this crossing guard work had been treated by the Brockton Retirement Board as “regular compensation” which is used to calculate retirement allowances under G.L. Chapter 32. Retirement deductions were made to the Retirement Board for this work by the retirees. Following proceedings that resulted in the Superior Court’s decision affirming CRAB’s rejection of their claim, the retirees appealed.

The Appeals Court ruled first on whether these additional payments are included in “regular compensation” under the statute. The record showed that while employed the employees “could work traffic duty whenever they chose to do so, traffic duty was not a part of their contractual duties, their hours varied, … compensation for traffic duty was irregular and akin to overtime pay [and they] were paid their overtime rate for traffic duty.” Based on this the court ruled that these payments “lack the ‘ordinary’ nature required for an employee’s regular compensation under G. L. c. 32, § 1.”

The court then addressed the retirees’ argument that they had relied on the fact that deductions were made. The court distinguished circumstances where an employee relies on a specific statute which is later changed and the facts in the case before it, which involved erroneous deductions. The court noted that the retirees’ claim was based “solely on the board’s erroneous practice of deducting retirement contributions” but that “there may be a degree of facial appeal to the equitable nature of the” claim. Nonetheless, the court decided that “expectations grounded in an administrative board’s error are not the same as expectations grounded in a statutory right” and that the error “is not a tenable basis to ignore the language and meaning of “regular compensation” under G. L. c. 32.” In a footnote the court noted that the Retirement Board had confirmed that the erroneous deductions would be returned to the retirees if CRAB’s decision was affirmed.

This decision shows that the courts will continue to construe “regular compensation” in accordance with the basic concept under Chapter 32 and PERAC’s regulations that irregular, occasional, one-time, and similar payments for work are different from regular, predictable, and recurring wages.

We are pleased to provide advice to employers regarding obligations under the Contributory Retirement Law, including issues involving appropriate deductions and remedies that involve the employer and its relationship to the retirement system.

This update is provided for informational purposes only and should not be considered legal advice.

Three VDH Attorneys Named 2024 Massachusetts Super Lawyers and Rising Stars

Robert D. Hillman and John Foskett have been named Massachusetts Super Lawyers for 2024 and Jennifer F. King has been named a Massachusetts Rising Star.  Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. This selection process includes independent research, peer nominations and peer evaluations. Rising Stars are chosen by their peers as being among the top up-and-coming lawyers and must be 40 years old or younger, or in practice 10 years or less.

U.S. District Court Grants Summary Judgment for District on Teacher’s Breach of Contract Claim That Her Termination Violated Just Cause Limitation in CBA

On August 28, 2024 the United States District Court for the District of Massachusetts issued a decision in Rossman v. Nashoba Regional School District (Civil No. 3:21-cv-40042-KAR). That decision granted a school district’s motion for summary judgment on a claim brought by a teacher without professional teacher status. The teacher asserted that her dismissal breached the alleged contract entered into by the district because it violated the “just cause” provision in the teachers’ collective bargaining agreement (“CBA”), even though she was not a member of that bargaining unit. The Court concluded that a reasonable factfinder could not find that the district’s words and actions demonstrated that the teacher’s one-year employment contract included the just cause protections of the CBA.

The teacher was hired by the district to fill the position of “Grade 7 Science Teacher (Full Year Long Term Sub).” In her letter of appointment, the district indicated that she would be paid in accordance with Master’s Step 13 of the CBA between the district and the teachers’ bargaining unit. In addition, although the teacher was not a member of the bargaining unit, the district applied the evaluation process called for by the CBA and afforded her the number of sick and personal days allotted under the CBA. While employed by the district, the teacher suffered from an ailment that resulted in the use of sick time. The district terminated her employment in December 2020, before she had completed 90 calendar days of employment.

In its motion for summary judgment, the district argued that the teacher failed to proffer any basis for her assertion that the “just cause for termination” limitation contained in the CBA applied to her employment. The teacher pointed to the parties’ communications and conduct, including (1) the statement that she would be paid in accordance with Master’s step 13 of the CBA; (2) the fact that she was provided health, dental, pension, and life insurance benefits that are not available to per diem substitutes not covered by the CBA; and (3) the fact that her evaluations were in accordance with the process set forth in Article V of the CBA. Considering these facts in the light most favorable to the teacher as required in a summary judgment motion, the Court nevertheless concluded that none of the district’s words or actions could be viewed by a reasonable factfinder as establishing that it intended to be bound by the unmentioned just cause provision in the CBA.

The Court explained that to create an enforceable contract, there must be agreement between the parties on the material terms and the parties must have a present intention to be bound by those terms. That, in turn, depends on the totality of all such expressions and deeds given the attendant circumstances and the objectives that the parties are attempting to attain. The Court concluded that the mere fact that the district offered the teacher salary, sick leave, and health and dental benefits that mirrored those set forth in the CBA did not mean that its offer of employment incorporated every other unmentioned provision in the CBA.

The teacher argued, in the alternative that she should receive reliance damages because she took the job and took days off based on the district’s representation concerning sick day availability. The Court rejected this argument, as well, explaining that she had not identified a subsidiary promise that the district failed to honor or any expenses that she incurred in reliance on an unfilled promise.

It bears noting that the Court found it undisputed that the teacher had not attained professional teacher status (“PTS”) in accordance with G.L. c. 71, § 42 when she was dismissed. Under § 42 a teacher without PTS is by law an “at will” employee who is entitled only to a procedure before dismissal. Moreover, a teacher without PTS who has served less than 90 calendar days is not even entitled to that procedure under § 42. Curiously, however, the Court made no reference to these statutory barriers in its decision.

This decision illustrates that school districts should proceed with caution when establishing the terms and conditions of employment for personnel to ensure that parties are clear on the material terms of an employment contract. In particular, any references to provisions in an inapplicable CBA should be avoided.

We represent school districts in all aspects of employment and labor law. If you have any questions regarding the content of this update, please contact any of our attorneys.

This update is provided for informational purposes only and should not be considered legal advice.

DC Court of Appeals Concludes Federal Agency’s Enforcement of a Social Media Moderation Policy Prohibiting “Off-Topic” Posts Violated the First Amendment

On July 30, 2024, the U.S. Court of Appeals for the District of Columbia issued a decision in People for the Ethical Treatment of Animals et al. v. Tabak (No. 23-5110), holding that the National Institute of Health’s (“NIH”) implementation of a social media policy prohibiting “off-topic” comments was unconstitutional under the First Amendment.

The NIH is a federal agency, charged with performing and supporting biomedical and behavioral research. The agency maintains verified Facebook and Instagram pages to “communicate and interact with citizens” about agency-related work. Comments to these social media pages are governed by comment guidelines authored by NIH and enforced through default filters on Facebook and Instagram as well as customizable keyword filters. Using keyword filters, NIH filtered out comments with words that generally related to animal testing, such as PETA, PETA Latino, animal(s), mouse, chimpanzee(s), cruel, and cruelty. As a result, comments posted by the People for the Ethical Treatment of Animals (“PETA”) and two animal rights advocates – who use social media to advocate against animal testing and funding of animal testing – were filtered out and not viewable to the public.

PETA and the two animal rights advocates sued NIH, alleging that NIH’s use of keyword filters violated their First Amendment rights. Since the parties agreed that NIH’s comment threads constituted government property, the applicable standard for evaluating PETA’s First Amendment claims turned on the nature of the forum. The district court concluded that the comment threads were a limited public forum (i.e., a Government created forum that is limited to use by certain groups or dedicated solely to the discussion of certain subjects). In a limited public forum, speech restrictions are permissible if they are viewpoint neutral and reasonable in light of the purpose served by the forum. The district court granted summary judgment in favor of NIH on the basis that NIH’s keyword filters were viewpoint-neutral and reasonable restrictions.

On appeal, the Court of Appeals agreed that the comment threads were a limited public forum. It ruled, however  that NIH’s “off-topic” restriction, as implemented through its keyword filters, was not reasonable in light of the purpose of the forum.

the court explained that the reasonableness of a speech restriction is assessed in light of the forum’s purpose. Here, the intent of the NIH social media pages was to communicate and interact with citizens and to encourage respectful and constructive dialogue through the public’s comments. Although NIH’s off-topic restriction furthered those permissible objectives by creating comment threads dedicated to each post’s topic and allowing the public to engage on that topic free of distraction, NIH failed to articulate a workable standard for distinguishing “off-topic” from “on-topic.” Moreover, the Court noted that to consider words related to animal testing categorically “off-topic” defied common sense, given that a significant portion of NIH’s posts were about research conducted on animals. The court added that the application of the keyword filter was also unreasonable because it was inflexible and did not account for the context in which comments were made. Finally, the Court reasoned that NIH’s “off-topic” restriction was further compromised because NIH chose to moderate its comment threads in a way that skewed sharply against the viewpoint that the agency should stop funding animal testing. The court therefore held that the “off-topic” restriction was unreasonable under the First Amendment.

The Court of Appeals’ ruling is an important reminder that governments should be cautious when enforcing speech restrictions in government-created forums to ensure that  the rules are not based on viewpoint and do not inappropriately censor criticism or exposure of governmental actions. We are pleased to assist all public sector agencies and governmental bodies in all matters related to the First Amendment and social media policies. If you have questions regarding the content of this update, please contact our office.

This update is provided for informational purposes only and should not be considered legal advice.

Massachusetts Federal District Court Weighs in on the Existence of a Duty of Reasonable Care Between a Public School and a Student at Foreseeable Risk of Suicide

Massachusetts courts have not hesitated to recognize that public schools owe certain duties to their students. On July 1, 2024, the United States District Court for the District of Massachusetts issued a decision in Doe v. City of Northampton, No. 23-10358-MGM, adopting a Magistrate Judge’s report and recommendation relative to a Defendant City’s motion to dismiss and concluding that public schools owe a duty of care to a minor child who is at foreseeable risk of suicide.

This lawsuit arose out of the tragic suicide of a sixteen-year-old student enrolled in Northampton High School on January 30, 2020, which was allegedly the result of bullying and harassment. The Plaintiff parent sued the City of Northampton (“City”).[1] Among the Plaintiff’s allegations was a count for wrongful death under Massachusetts law (Count VIII). The City moved to dismiss the complaint in its entirety for failure to state a claim. The District Court referred the motion to dismiss to a United States Magistrate Judge for report and recommendation. On April 15, 2024, the magistrate judge issued a report. Regarding the wrongful death claim, the magistrate judge recommended that the Court deny the City’s motion. The City then objected.

Regarding the wrongful death claim the City raised three objections: (1) failure to present the claim to the City before filing suit, as required by the Massachusetts Tort Claims Act (the “MTCA”); (2) Massachusetts law does not recognize a duty of care between a student and a high school as alleged; and (3) the City is immune based on sovereign immunity. In its review the court used the applicable standard on a motion to dismiss – whether the complaint alleges sufficient facts that, if accepted as true, state a claim for relief that is plausible on its face. Applying this standard, the Court adopted the magistrate judge’s recommendation to deny the motion to dismiss the wrongful death count.

After finding that the acts alleged were sufficient to meet the presentment requirement and that an alleged safety plan entered into by the school were enough to find an exception to the specific reservation in the MTCA of sovereign immunity, the ruling turned to the City’s second objection. The Court noted that its application of Massachusetts state law requires using rules of substantive law announced by the state’s highest judicial authority or, on questions which that court has not addressed, making an informed prophecy of what that court would do in the same situation. Here, the magistrate judge relied on the closest analogous precedent, Nguyen v. Mass. Inst. of Tech., 96 N.E.3d 128 (Mass. 2018), which involved the suicide of a twenty-five year old graduate student. In Nguyen, the Supreme Judicial Court held that a university may be liable in certain circumstances when a student commits suicide. The Federal court concluded that the logic articulated in Nguyen applies with equal force to public schools and their students who are at foreseeable risk of suicide. As described in Nguyen, this duty exists when:

A student has attempted suicide while enrolled at the university or recently before matriculation, or has stated plans or intentions to commit suicide, in these circumstances suicide is sufficiently foreseeable as the law has defined the term, even for university non-clinicians without medical training.

The district judge noted that Nguyen recognized this duty even though the student was older than a high school student, who typically is between the ages of fourteen and eighteen, leading to heightened concerns regarding “immaturity and a need for protection.” The Court concluded that under Massachusetts law a public school owes a duty of reasonable care to a minor child when the school has actual knowledge of a previous suicide attempt, or when the school has actual knowledge that the student has stated plans or intentions to commit suicide, because in these circumstances a second suicide attempt is foreseeable.

The Court then analyzed the facts alleged in the complaint. The complaint asserted that the school district was aware that the student had previously attempted suicide in May 2019 and that this suicide attempt occurred while the student was enrolled at school and resulted in hospitalization. The complaint also alleged that the school district was aware of a subsequent investigation by DCF into the suicide attempt, as well as further expressions of suicidal intent in the fall of 2019. The Court adopted the magistrate judge’s recommendations and denied the motion to dismiss the wrongful death claim.

Although this decision only addresses allegations in a complaint and is not a final judgment in the case, it articulates circumstances which may establish a duty of care owed by a public school to a student who is at foreseeable risk of suicide.

If you have any questions about the content of this update, please contact us. We are pleased to assist School Districts with all issues related to student matters, including bullying and harassment and the protection of students.

This update is provided for informational purposes only and should not be considered legal advice.

[1]Under the Massachusetts Tort Claims Act, G.L. chapter 258, the “public employer” who may be sued for the actions of municipal school district employees is the municipality.

Liz Valerio and Nick Dominello Presented at 2024 MASC Summer Institute

On Friday, July 12th Liz presented at the 2024 Massachusetts Association of School Committees (MASC) Summer Institute. Liz hosted a workshop on preparing for collective bargaining. On Saturday, July 13, 2024 Nick hosted a workshop on challenges in collective bargaining.

First Circuit Affirms Decision Dismissing Free Speech Retaliation Claim by Teacher Based on Pre-Employment Social Media Posts

On June 28, 2024, the United Stated Court of Appeals for the First Circuit issued a decision in MacRae v. Mattos, No. 23-1817, affirming a District Court’s grant of summary judgment in favor of the defendants, Hanover Public Schools (the “District”) and two District administrators who were alleged to have retaliated against a teacher for exercising her First Amendment rights.

In September of 2021, the District employed Kari MacRae (“MacRae”), a resident of Bourne, as a teacher. Prior to her employment with the District, MacRae liked, shared, posted, or reposted six controversial memes regarding various issues about racism and diversity to her personal TikTok account at different points in 2021, including as recently as May 2021 when she was elected to the Bourne School Committee. These posts were brought to the District’s attention and, following an investigation, the District terminated MacRae on the basis that her continued employment would have a negative impact on student learning in light of her social media posts. Thereafter, in November of 2021, MacRae filed a lawsuit against the District and two District administrators asserting a single claim of retaliation under 42 U.S.C. § 1983 for allegedly retaliating against her for exercising her First Amendment rights. The defendants filed a motion for summary judgment, arguing that when applying the First Amendment retaliation framework for claims brought by public employees against their government employers, the defendants’ interest in preventing disruption to the learning environment outweighed MacRae’s First Amendment interest. The District Court granted the motion and MacRae appealed.

Generally, a claim that a government employer has retaliated against its employees for exercising First Amendment rights is assessed under the framework established by the Supreme Court in Garcetti v. Ceballos. Under the applicable three-part test, the court will consider: (1) whether the employee spoke as a citizen on a matter of public concern; (2) whether the government entity was justified in treating the employee differently from any other member of the general public, when balancing the interests of the employee against the interest of the employer; and (3) whether the employee’s protected speech was a substantial or motivating factor in the adverse employment action.

On appeal, MacRae claimed that her retaliation claim should not be analyzed under the Garcetti framework. Rather, she asserted the court should apply the framework for claims brought by private individuals against government entities. The court disagreed, explaining that the allegations at issue directly involved a government employer terminating its public employee for their speech, thus falling squarely into the Garcetti framework. Although the speech at issue occurred prior to MacRae’s employment with the District, the relatively short period of time between her posts and the start of her employment counseled in favor of applying the Garcetti framework. Accordingly, the court concluded that application of the Garcetti framework was proper.

Because for purposes of summary judgment the parties agreed that MacRae had satisfied steps (1) and (3) of the test, the court focused on step (2). MacRae argued that the Hanover defendants’ interests did not outweigh her First Amendment interest. Specifically, she asserted that the District’s mere prediction of disruption was insufficient to outweigh her interest in engaging in political speech and that the defendant’s prediction of disruption was unreasonable. The court disagreed. It reasoned that an employer need not show actual disruption/adverse effect under the Garcetti/Pickering test, but rather the potential to disrupt which must be based on a “reasonable” prediction in light of the facts. The court ruled that the defendants’ prediction of disruption in Hanover was “eminently reasonable”. It noted that MacRae’s TikTok posts in Bourne became the subject of substantial media coverage and that the Bourne schools became “embroiled” in controversy over those posts, which among other things had circulated in the schools and had, upset staff and students. The court held that the defendants could reasonably predict similar disruption in Hanover based on the Bourne events, enhanced by her more “student-facing” role in Hanover and the circulation of her posts in the Hanover schools resulting in the defendants’ concern about the impact on their LGBTQ+ students. The court noted that even MacRae conceded that some of her posts could be seen by those students as derogatory.

Finding nothing in the record showing that the defendants had acted based on their personal dislike or disapproval of the posts, as opposed to their concern that students taught by MacRae would not feel safe or comfortable learning from her, the Court concluded that the defendants had adequate justification for treating MacRae differently from any other member of the general public. Thus, the court affirmed the District Court’s grant of summary judgment.

The decision in MacRae v. Mattos is important because it illuminates the circumstances in which school officials may reasonably predict disruption of the school environment based on an employee’s social media posts, even where those posts have been made before the individual actually becomes employed by the school district.

These cases are intensely fact-specific and school officials who are concerned by the social media activities of an employee or prospective employee are wise to consult with counsel before taking action. We represent school districts with regard to a wide range of legal matters, including the speech rights of employees.

This update is provided for informational purposes only and should not be considered legal advice.

U.S. Court of Appeals Affirms Denial of Student’s Preliminary Injunction in “There Are Only Two Genders” T-Shirt Case

In June, 2023, the federal District Court for Massachusetts declined to issue a preliminary injunction that had been requested by a student in L.M. v. Town of Middleborough, No. 1:23-cv-11111-IT. The student sought to enjoin the school defendants from enforcing the school dress code to prohibit the student wearing a T-shirt with the message “THERE ARE ONLY TWO GENDERS” while at school. The student claimed that this violated the student’s speech rights under the First and Fourteenth Amendments to the United States Constitution. The trial court ruled that an injunction should not be issued because the student’s claim had no likelihood of success on its merits. See our advisory dated June 27, 2023 for an account of the underlying facts. The trial court then entered final judgment. The student appealed to the United States Court of Appeals for the First Circuit and that court affirmed the decision on June 9, 2024 in L.M. v. Town of Middleborough, Nos. 23-1535, 23-1645.

The court’s analysis is detailed and comprehensive. The significant points are as follows. While the court affirmed the trial court’s judgment, it did so on more nuanced grounds. Essentially, the court balanced the speech rights of students in schools by recognizing that schools also have a duty to protect students while they are in school and to teach students of differing races, creeds and colors to engage each other in civil terms rather than in terms of debate that are highly offensive or highly threatening to others.

The appellate court ruled that school authorities may lawfully regulate passive and silently expressed messages that demean other students’ personal characteristics (race, sex, or sexual orientation) in order to prevent a material disruption of the classroom, a collision with the rights of other students to be secure and to be left alone, or both. The court relied on precedent to illustrate that the right to be left alone is a recognizable privacy interest that the administration has the right to protect from material interference. The court also relied on precedent holding that a school may even in some instances regulate passive messages expressed by students that have no specific target. The appellate court emphasized that regulation is permissible if the expression can reasonably be interpreted to demean one of the characteristics of a student’s personal identity, given the common understanding that such characteristics are “unalterable or otherwise deeply rooted” and that demeaning them “strike[s] a person at the core of his being”. The court ruled that the student’s T-shirt fell within this category because it demeaned the personal identity of transgender and gender-nonconforming students and it would be materially disruptive to the learning environment due to its negative psychological impact on those students. The court therefore held that school officials could lawfully bar wearing the shirt in school.

Last, the court closed its opinion by stating “[t]he question here is not whether the t-shirts should have been barred … [but] … who should decide whether to bar them — educators or federal judges.” The appellate court concluded that “we cannot say that in this instance the Constitution assigns the sensitive (and potentially consequential) judgment about what would make ‘an environment conducive to learning’ at [the school] to us rather than to the educators closest to the scene.”

Issues regarding student speech rights in schools, including wearing expressive apparel, are inherently fact sensitive, and decisions to permit or ban certain apparel will often require legal guidance.

If you have any questions about the content of this update, please contact us. We are pleased to assist school districts with all issues related to the rights of students, including speech/expression, as well as the speech rights of employees.

This update is provided for informational purposes only and should not be considered legal advice.

Appeals Court Clarifies the Three-Stage Burden Shifting Test in Cases Alleging Retaliation in Violation of G.L. Chapter 150E

In City of Newton v. Commonwealth Employment Relations Board (“CERB”), No. 23-P-455 (May 22, 2024), the Appeals Court has clarified the three-stage burden shifting test that applies in a case alleging retaliation for the exercise of protected rights by a union member where the claim relies on circumstantial evidence of the employer’s retaliatory motive. The clarifications provide important guidance for application of the test in future cases.

Succinctly stated, the union filed a charge alleging that a police officer had been transferred from a day shift in the traffic bureau to a night shift in the patrol division in retaliation for his union activities. After a hearing, the DLR hearing officer ruled that the union failed to meet its ultimate, third stage burden to prove that the police officer would not have been transferred “but for” his protected activity. The hearing officer determined instead that the city employer’s primary reason for the transfer was the officer’s unprofessional conduct in having a verbal altercation with a subordinate together with earlier performance issues.

On appeal by the union, the CERB reversed the hearing officer’s decision. The CERB ruled that the city had failed to meet its second stage burden of producing evidence of a nonretaliatory reason for the transfer. On appeal by the city, the Appeals Court reversed.

The court initially addressed, and rejected, the city’s argument that at the first, “prima facie” stage, the officer was required to establish a “good work record”. It held that this would amount to “an additional element of proof” to the existing first stage requirements that an employee show that they engaged in conduct protected by chapter 150E, that they “suffered some adverse action”, and that there is a “causal connection” between the protected conduct and the adverse action.

The court then honed in on the first stage “adverse action” element. It held that this required an assessment of whether the officer suffered an adverse action as measured by the terms of the applicable collective bargaining agreement. Because the agreement provided that transfer to the night shift was accompanied by an increase in pay, the court concluded that the city and the union had negotiated the asserted disadvantages of the night shift; that there was no “objective material change” in the terms and conditions of the officer’s employment; and, therefore, that there was no “adverse action”. Accordingly, the employee’s case failed at the first stage of the test.

While unnecessary to its decision, the court also addressed the CERB’s conclusion that the city had not satisfied its second stage burden because it had not produced direct evidence of a nonretaliatory motivation. The court stated that the employer’s burden is one of production, not of persuasion, and that at this second stage the employer may rely on circumstantial evidence. It further stated that contemporaneous documentation of the officer’s altercation and his history of noncompliance with new traffic protocols, coupled with the hearing officer’s decision to credit the testimony of the employee who investigated the altercation and the lack of any evidence that this employee was motivated by antiunion animus, were sufficient to meet the city’s second stage burden. Acknowledging that the evidence could have resulted in the opposite inference given the timing of the officer’s union activity and his transfer as well as comments by the chief, the court stated that the resolution of “competing reasonable inferences” is not the task at the second stage.

This decision provides significant illumination of the three-stage test in chapter 150E retaliation claims that do not involve direct evidence of antiunion motivation. Obviously, these cases turn on their specific facts and legal advice should be sought in assessing a given claim.

If you have any questions about the content of this update, please contact us. We are pleased to assist public employers with all issues related to the collective bargaining relationship under chapter 150E.

This update is provided for informational purposes only and should not be considered legal advice.