Judge: Robert B. Broadbelt, Case: 19STCV40365, Date: 2023-03-27 Tentative Ruling
Tentative rulings are sometimes, but not always, posted. The purpose of posting a tentative ruling is to to help focus the argument. The posting of a tentative ruling is not an invitation for the filing of additional papers shortly before the hearing.
Case Number: 19STCV40365 Hearing Date: March 27, 2023 Dept: 53
Superior Court of California
County of Los Angeles – Central District
Department
53
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jill m. poe vs. baldwin park unified school district |
Case
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19STCV40365 |
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Hearing
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March
27, 2023 |
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[Tentative]
Order RE: defendants’ motion for summary adjudication |
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MOVING PARTIES: Defendants Baldwin Park Unified
School District, Froilan N. Mendoza, Santos Hernandez Jr., and Deanna Robles
RESPONDING PARTY: Plaintiff Jill Poe
Motion for Summary Adjudication
The court
considered the moving, opposition, and reply papers filed in connection with
this motion.
EVIDENTIARY OBJECTIONS
The court rules on plaintiff Jill Poe’s evidentiary objections, filed
on March 13, 2023, as follows:
The court overrules Objection No. 1.
The court rules on defendants Baldwin Park Unified School District,
Froilan Mendoza, Santos Hernandez, Jr., and Deanna Robles’s evidentiary
objections, filed on March 20, 2023, as follows:
The court sustains Objections Nos. 1-43.
JUDICIAL NOTICE
The court grants Defendants’ request
for judicial notice. (Evid. Code,
§ 452, subd. (d).)
LEGAL STANDARD
The purpose of a motion for summary judgment or summary
adjudication “is to provide courts with a mechanism to cut through the parties’
pleadings in order to determine whether, despite their allegations, trial is in
fact necessary to resolve their dispute.”
(Aguilar v. Atlantic Richfield Co.
(2001) 25 Cal.4th 826, 843.) “Code
of Civil Procedure section 437c, subdivision (c), requires the trial judge to
grant summary judgment if all the evidence submitted, and ‘all inferences
reasonably deducible from the evidence’ and uncontradicted by other inferences
or evidence, show that there is no triable issue as to any material fact and
that the moving party is entitled to judgment as a matter of law.” (Adler
v. Manor Healthcare Corp. (1992) 7 Cal.App.4th 1110, 1119.)
“On a motion for summary judgment, the initial burden is always on
the moving party to make a prima facie showing that there are no triable issues
of material fact.” (Scalf v. D.B. Log Homes, Inc. (2005) 128 Cal.App.4th 1510,
1519.) A defendant or cross-defendant
moving for summary judgment or summary adjudication “has met his or her burden
of showing that a cause of action has no merit if the party has shown that one
or more elements of the cause of action . . . cannot be established, or that
there is a complete defense to the cause of action.” (Code Civ. Proc.,
§ 437c, subd. (p)(2).) “Once the
defendant or cross-defendant has met that burden, the burden shifts to the plaintiff
or cross-complainant to show that a triable issue of one or more material facts
exists as to the cause of action or a defense thereto.” (Code Civ. Proc., § 437c, subd. (p)(2).) “If the plaintiff cannot do so, summary
judgment should be granted.” (Avivi v. Centro
Medico Urgente Medical Center (2008) 159 Cal.App.4th 463, 467.) “When deciding whether to grant summary
judgment, the court must consider all of the evidence set forth in the papers
(except evidence to which the court has sustained an objection), as well as all
reasonable inferences that may be drawn from that evidence, in the light most
favorable to the party opposing summary judgment.” (Id. at
p. 467; Code Civ. Proc., § 437c, subd. (c).)
DISCUSSION
Defendants Baldwin Park Unified School
District (“BPUSD”), Froilan Mendoza (“Mendoza”), Santos Hernandez, Jr.
(“Hernandez”), and Deanna Robles (“Robles”) (collectively, “Defendants”) move
for an order granting their motion for summary adjudication as to the first,
second, fourth, fifth, and eighth causes of action alleged by plaintiff Jill
Poe (“Plaintiff”) in her Second Amended Complaint.
1. First
Cause of Action for Violation of Labor Code section 1102.5 (Claim for
Complaints Relating to Extortion) against defendant BPUSD
“An employer, or any person acting on behalf of the employer,
shall not retaliate against an employee for disclosing information, or because
the employer believes that the employee disclosed or may disclose information,
to a government or law enforcement agency, to a person with authority over the
employee or another employee who has the authority to investigate, discover, or
correct the violation or noncompliance, or for providing information to, or
testifying before, any public body conducting an investigation, hearing, or
inquiry, if the employee has reasonable cause to believe that the information
discloses a violation of state or federal statute, or a violation of or
noncompliance with a local, state, or federal rule or regulation, regardless of
whether disclosing the information is part of the employee’s job duties.” (Lab. Code, § 1102.5, subd. (b).) Thus, “[u]nder this statute, an employer
cannot retaliate against an employee for disclosing information that the
employee has reasonable cause to believe reveals a violation of a local, state,
or federal law.” (Vatalaro v. County
of Sacramento (2022) 79 Cal.App.5th 367, 371.) Section 1102.5 also prohibits an employer
from retaliating “against an employee for refusing to participate in an
activity that would result in a violation of state or federal statute, or a
violation of or noncompliance with a local, state, or federal rule or
regulation.” (Lab. Code, § 1102.5, subd.
(c).)
Plaintiff does not allege any specific facts in connection with
this cause of action, and instead generally alleges that Plaintiff made
complaints of illegality, causing BPUSD to retaliate against her. (SAC ¶¶ 28-29.) However, this cause of action is entitled
“Labor Code § 1102.5 Claim for Complaints Relating to Extortion” and therefore appears
to assert this cause of action is based on the allegations that Plaintiff
complained to BPUSD officials about Paul Cook’s extortion. (SAC p. 12:1-4; SAC ¶¶ 15, subds. (a),
(c), 16, subd. (d) [Defendants effectively told Plaintiff “that she was being
retaliated against for complaining about extortion”], subd (h), 17.)
The court finds that BPUSD has met its burden of showing that the
first cause of action for violation of Labor Code section 1102.5 has no merit because
BPUSD has shown that it would have placed Plaintiff on administrative leave for
legitimate, independent reasons, even if Plaintiff had not engaged in
activities protected by section 1102.5.
(Lab. Code, § 1102.6.)
“[O]nce it has been demonstrated by a preponderance of the
evidence that an activity proscribed by Section 1102.5 was a contributing
factor in the alleged prohibited action against the employee, the employer
shall have the burden of proof to demonstrate by clear and convincing evidence
that the alleged action would have occurred for legitimate, independent reasons
even if the employee had not engaged in activities protected by Section
1102.5.” (Lab. Code, § 1102.6; Lawson
v. PPG Architectural Finishes, Inc. (2022) 12 Cal.5th 703, 718 [“Section
1102.6 provides the governing framework for the presentation and evaluation of
whistleblower retaliation claims brought under section 1102.5”].)
BPUSD contends that Plaintiff was placed on administrative leave
for political reasons—i.e., so that BPUSD could “save face” following the
publication of the September 4, 2019 article entitled “Ex-felon, Fraudster,
& Sexual Predator: The Secret Life of Baldwin Park’s School Police
Chief-Jill Marie Poe” (the “Cook Article”) by Paul Cook (“Cook”) on his blog
The Legal Lens. Defendant presents the
following evidence.
The Cook Article was published on September 4, 2019, and stated that
Plaintiff is “an ex-felon, who pled guilty to auto insurance fraud and filing a
false police report.” (Undisputed Material Fact (“UMF”) No. 10; Storti Decl.,
Ex. 4.) Plaintiff suffered the alleged adverse
employment action when she was placed on paid administrative leave on September
5, 2019. (UMF No. 13; SAC ¶ 16,
subd. (h) [alleging that “BPUSD’s decision to put her on administrative leave
was an adverse employment action and actually and constructively terminated her
employment in a punitive manner”].)
Defendant presents evidence showing that the Cook Article
generated controversy in the community, and that the decision to place
Plaintiff on administrative leave was based on the negative public response
following its publication. (Def.
Material Fact Nos. 12, 15.) Defendant
Mendoza, who is the Superintendent for BPUSD, testified that BPUSD started to
receive information from the public, “and the—sort of public outcry,” from
social media and phone calls expressing concern that BPUSD “had a chief of
police who had committed fraud.” (Storti
Decl., Ex. 6, Mendoza Dep., pp. 85:1-86:17.)
The Cook Article also led to inquiries from the press. (Mendoza Decl., ¶ 8.) Mendoza states, in his declaration, that he
“made [the decision to place Plaintiff on administrative leave] based on the
public outcry resulting from the disclosure of [P]laintiff’s felony conviction
and professional misconduct at the Los Angeles Police Department.” (Mendoza Decl., ¶ 12.) Mendoza further states that, because
Plaintiff held the position as Chief of Police, she could not fulfill her
responsibilities in the absence of public trust, and therefore decided to place
Plaintiff on paid administrative leave to allow the District Attorney’s Office
to investigate Cook’s emails, with the aim of addressing the matter further
once the District Attorney’s Office acted.
(Mendoza Decl., ¶ 13-14; Storti Decl., Ex. 6, Mendoza Dep., p. 87:1-11
[testifying that he felt “that it would be difficult for [Plaintiff] to be out
there in a – in a position of trust with that type of information out in the
public”].) It is undisputed that
Mendoza made the decision to place Plaintiff on paid administrative leave. (UMF No. 14; Mendoza Decl., ¶ 11.)
The court finds that BPUSD has met its burden to demonstrate, by
clear and convincing evidence, that the decision to place Plaintiff on
administrative leave would have occurred for legitimate, independent reasons (i.e.,
to address (i) the public outcry following the publication of the Cook Article,
and (ii) Mendoza’s concern that Plaintiff would not be able to perform her
duties without public trust) even if Plaintiff had not reported Cook’s alleged
attempts of extortion and refused to acquiesce to Cook’s demands.
The court finds that Plaintiff has not met her burden to show that
a triable issue of material fact exists as to whether the alleged adverse
action would have occurred for legitimate, independent reasons, even if
Plaintiff had not engaged in activities protected by section 1102.5. (Lab. Code, § 1102.6.)
First, Plaintiff contends that BPUSD
failed to meet its initial burden by failing to address each of the adverse
actions alleged by Plaintiff in her Second Amended Complaint. Plaintiff contends that the complaint alleges
four separate adverse employment actions in support of her first and second
causes of action: “(i) failure to allow [Plaintiff] to return to work; (ii)
placing [Plaintiff] on an involuntary administrative leave; (iii) constructive
discharge; and (iv) actual discharge.”
(Opp., p. 14; Pl. Additional Material Fact No. 106.)
The court disagrees with this interpretation of the Second Amended
Complaint. Fairly read, Plaintiff has
alleged only one adverse employment action (her placement on administrative
leave) which Plaintiff has also characterized as a failure to return to work
and constructive or actual discharge.
Plaintiff has made the following pertinent allegations: (1) BPUSD failed to allow Plaintiff to work
“and thereby subjected her to adverse employment actions and both
actually and constructively terminated” her employment with BPUSD; (2) on
September 5, 2019 Plaintiff was asked if she was amenable to being placed on
leave but she said she was not amenable and wanted to work; (3) Mendoza
retaliated against Plaintiff and placed her on administrative leave and “[t]herefore
Mendoza was a decision maker in the constructive and wrongful termination”
of Plaintiff; (4) “BPUSD did not care for [Plaintiff’s] preference to return to
work” and had already planned to remove her; (5) “BPUSD’s decision to put her
on administrative leave was an adverse employment action and actually and
constructively terminated her employment” with BPUSD; (6) Plaintiff’s inability
to return to work is an actual and constructive termination of her employment;
and (7) Robles was involved in the decision to place Plaintiff on leave and to
terminate her employment actually and constructively. (SAC ¶¶ 14, 16, subds. (a), (h), 17, 20,
28, subd. (b), 29, 34.) Thus, although
Plaintiff uses different labels to describe the adverse employment action (i.e.,
“constructive termination,” “actual termination,” or the prevention of
Plaintiff’s return to work), the facts establish that Plaintiff has alleged
only one, single adverse employment action: her placement on administrative
leave.
The court therefore finds that BPUSD has not improperly challenged
only one adverse employment action in an effort to seek summary adjudication on
a portion of a cause of action in violation of Code of Civil Procedure section
437c. (Code Civ. Proc., § 437c,
subd. (f)(1) [“A motion for summary adjudication shall be granted only if it
completely disposes of a cause of action”].)
Moreover, to the extent that Plaintiff takes issue with the
absence of argument relating to (1) Plaintiff’s reassignment to the Tri-Cities
location, (2) her administrative leave in November 2020, and (3) Plaintiff’s
actual discharge in 2021, Plaintiff did not plead those facts in the Second
Amended Complaint. (Opp., p.
14:25-27.) “‘ “The function of the
pleadings in a motion for summary judgment is to delimit the scope of the
issues” ’ and to frame ‘the outer measure of materiality in a summary judgment
proceeding.” (White v. Smule, Inc. (2022)
75 Cal.App.5th 346, 354.) Thus, a
defendant moving for summary judgment or adjudication need only “‘negate the
theories of liability as alleged in the complaint; that is, a moving party need
not refute liability on some theoretical possibility not included in the
pleadings.’” (Ibid.) Because Plaintiff did not allege that she
suffered adverse employment actions based on the alleged reassignment,
administrative leave in November of 2020, or actual discharge in 2021, BPUSD
was not obligated to raise them in its motion.
Second, the court finds that Plaintiff has not met her burden of
producing evidence sufficient to show a triable issue of material fact exists
as to whether the adverse employment action would have occurred for legitimate,
impendent reasons. (Lab. Code, §
1102.6.)
Plaintiff presents evidence showing that (1) Mendoza, and thus BPUSD,
knew of Plaintiff’s criminal history before hiring her; (2) BPUSD’s violation
of its own policy, the temporal proximity, and Plaintiff’s past performance
indicates that the decision to place her on administrative leave supports an
inference of pretext; and (3) Mendoza pressured Plaintiff to acquiesce to
Cook’s extortion demands.
The court acknowledges that Plaintiff has presented evidence
showing that BPUSD knew of Plaintiff’s history with Los Angeles Police
Department and the criminal charges.
(Poe Decl., ¶ 24; Pl. Appendix of Evidence, Vol. I, Ex. 2,
¶ 4, Pre-Investigative Questionnaire for BPUSD [checking “Yes” to question
“Have you ever[] been arrested or convicted of any crime not previously
mentioned”], ¶ 21 [stating she was terminated for inappropriate comments
in April 2000].) Plaintiff argues that
this knowledge shows that BPUSD’s proffered reason for placing her on
administrative leave are false since BPUSD had knowledge of her history and was
unconcerned with her ability to perform her job duties. While the court notes that Plaintiff has
submitted some evidence of knowledge, it is not responsive to BPUSD’s
“legitimate, independent reason[]” for the challenged employment action. As set forth above, BPUSD has submitted
evidence showing that its reason for placing Plaintiff on the administrative
leave was not due to the fact that Plaintiff had a criminal history or had been
terminated from her prior position, but was instead “based on the public outcry
resulting from the disclosure of” this information to the public and on
Mendoza’s determination that Plaintiff “could not fulfill her responsibilities
in the absence of public trust.”
(Mendoza Decl., ¶¶ 11-13.)
Thus, the court finds that Plaintiff has not met her burden of
showing a triable issue of material fact as to whether BPUSD would have
terminated her for legitimate, independent reasons, even if Plaintiff had not
made complaints of Cook’s extortion or refused to acquiesce to his demands.
The court also notes that Plaintiff submits evidence in order to
show that there is an inference of pretext.
(Opp., pp. 17-19, headings (c), (d), (e), (f), (g).) However, “[u]nder section 1102.6, a plaintiff
does not need to show that the employer’s nonretaliatory reason was
pretextual.” (Lawson, supra,
12 Cal.5th at p. 715-716; Vatalaro, supra, 79 Cal.App.5th at p. 383.)
The court therefore may not evaluate
Plaintiff’s evidence to determine whether BPUSD’s reason for placing Plaintiff
on administrative leave is pretextual.
The court instead evaluates Plaintiff’s evidence to determine whether it
is sufficient to show a triable issue of material fact as to whether the
alleged adverse action would have occurred for legitimate, independent reasons
even if Plaintiff had not engaged in protected activities. The court finds that Plaintiff has not met this burden.
Next, Plaintiff argues that BPUSD violated its own policy on
administrative leave. Plaintiff submits
the BPUSD Police Department Manual, which states, pursuant to Policy 1010
(entitled “Reporting of Employee Convictions”), that “[a]ny person whose
criminal conviction unduly restricts or prohibits that member from fully and
properly performing his/her duties may be disciplined including, but not
limited to, being placed on administrative leave….” (Pl. Appendix of Evidence, Vol. III, Ex. 10,
p. 448, § 1010.4.) Plaintiff contends
that, because she was willing and able to continue working as Chief of Police,
administrative leave was not warranted.
(Poe Decl., ¶ 22.) This
evidence, however, is not responsive to the reason established by BPUSD for the
adverse employment action. As set forth
above, BPUSD has established that it placed Plaintiff on administrative leave
to address the concerns raised by the public, and, consequently, the lack of
public trust in Plaintiff. The adherence
to this policy—which appears to relate to administrative leave based on the
discovery of a criminal conviction and does not appear to relate to
administrative leave based on distrust by the public—does not show a triable
issue of material fact exists as to whether BPUSD would have placed Plaintiff
on administrative leave had she not made complaints about extortion or failed
to acquiesce to Cook’s unlawful demands.
Plaintiff also argues that the inconsistent reasons offered for
her placement on administrative leave show a triable issue of material fact as
to this issue. Specifically, Plaintiff
contends that BPUSD cannot reconcile the evidence establishing that (1) she was
initially told that she was being placed on administrative leave for her own
well-being; (2) Mendoza testified that Plaintiff had done nothing wrong; and
(3) BPUSD’s position now that she was placed on administrative leave based on
public outcry.
The court finds that this evidence is insufficient to show a
triable issue of material fact as to whether BPUSD would have placed Plaintiff
on administrative leave even if she had not engaged in protected activity. First, although Plaintiff states that she was
told by Alfonso Estrada, BPUSD’s legal counsel, that she was being placed on
leave for her wellbeing, it is undisputed that it was Mendoza, and not Estrada,
who made the decision to put her on administrative leave. (Poe Decl., ¶¶ 16, 23; UMF Nos. 14,
30.) Thus, Estrada’s statement, alone,
is insufficient to show a triable issue of material fact exists as to whether
BPUSD would have placed Plaintiff on administrative leave irrespective of her
engaging in protected activity. Second,
the court notes that Mendoza (1) stated in deposition that Plaintiff “did
nothing wrong to be[] placed on administrative leave” and (2) states in his
declaration that he made the decision to place Plaintiff on administrative
leave based on public outcry. (Pl.
Appendix of Evidence, Vol. IV, Ex. 33, Mendoza Dep., p. 100:2-10; Mendoza
Decl., ¶¶ 12-13.) The court does not
view these statements as inconsistent.
BPUSD does not appear to argue that Plaintiff “did [something] wrong” to
be placed on administrative leave. Instead,
BPUSD has presented evidence showing that it is merely the public response to
the Cook Article which led to its decision.
The court therefore finds that these statements do not show that a triable
issue of material fact exists as to whether BPUSD would have taken the alleged
adverse action had she not engaged in protected activity.
Plaintiff further contends that the timing of events is
instructive, as BPUSD placed Plaintiff on administrative leave “within weeks
of” her engaging in protected activity. The
court disagrees. The evidence shows that
(1) Plaintiff was forwarded an email from Cook regarding the traffic ticket on
August 1, 2019; (2) Plaintiff received an email from Cook on August 5, 2019;
(3) upon receipt of the August 5, 2019 email, Plaintiff informed Mendoza and
Lydia Cano of the correspondence; (3) in August 2019, Plaintiff was asked by
Mendoza if the citation “could just be dismissed,” to which Plaintiff said no;
(4) on August 27, 2019, Plaintiff received another email from Cook; (5) upon
receiving the August 27, 2019 email, Plaintiff told Mendoza and Cano about the
correspondence; (6) on September 4, 2019, the Cook Article was published; (5)
on September 5, 2019, Plaintiff was placed on an administrative leave. (Poe Decl., ¶¶ 14-16, 18-19, 21, 23.) Although the decision to place Plaintiff on
administrative leave is close in time to the dates on which Plaintiff informed
BPUSD of Cook’s emails, it is also temporally proximate to the date on which
the Cook Article was published. Thus,
the timing of the adverse employment action—close in time to both Plaintiff’s
protected activity and the public outcry following the publication of the Cook
Article—is insufficient to show that BPUSD would not have placed Plaintiff on
administrative leave had she not engaged in the protected activities.
Finally, Plaintiff has stated, in her declaration, that “Mendoza
twice asked [her] in a suggestive and leading manner whether the citation
issued to Cook could just be dismissed, even after [Plaintiff] said ‘no’ the
first time.” (Poe Decl.,
¶ 18.) Plaintiff further states
that “[b]ased on the tone of his voice and visible reaction, Mendoza appeared
upset and frustrated by [her] refusal to dismiss Cook’s ticket.” (Ibid.) Because Mendoza is the person who made the
decision to place her on administrative leave, Plaintiff contends that this
evidence shows that the decision was made with retaliatory intent since
Plaintiff refused to acquiesce to Cook’s extortion demands.
The court notes that this evidence is sufficient to establish a
prima facie case of retaliation under section 1102.6. This section “requires whistleblower
plaintiffs to show that retaliation was a ‘contributing factor’ in their
termination, demotion, or other adverse action.
This means plaintiffs may satisfy their burden of proving unlawful
retaliation even when other, legitimate factors also contributed to the adverse
action.” (Lawson, supra,
12 Cal.5th at pp. 713-714; Id. at p. 716 [“Even if the employer had a
genuine, nonretaliatory reason for its adverse action, the plaintiff still
carries the burden assigned by statute if it is shown that the employer also
had at least one retaliatory reason that was a contributing factor in the
action”].) However, after the employee
meets this burden, under Lawson, the employer has the burden to
demonstrate that it would have taken the action in question for legitimate,
independent reasons even if the employee had not engaged in protected activity
by clear and convincing evidence. (Id.
at p. 718.) Because BPUSD has met this
burden in its moving papers, Plaintiff must present evidence to show a triable
issue of material fact as to that issue.
The court finds that the evidence that Mendoza pressured Plaintiff to
acquiesce to Cook’s demands by dismissing the ticket does not meet this burden.
Plaintiff does not meaningfully dispute that the Cook Article
“generated significant controversy within the Baldwin Park community, including
numerous posts on social media and text messages to members of the Board of
Education.” (Pl. Response to Material
Fact No. 28.) Moreover, BPUSD has
submitted evidence of Plaintiff’s deposition testimony, in which she testified
that she “became aware that some parents were raising the concerns” and knew
that parents were emailing Board of Education members and BPUSD’s
Superintendent demanding that Plaintiff be removed from her position upon
reading the Cook Article. (Storti Decl.,
Ex. 2, Poe Dep., pp. 201:17-202:8.) BPUSD
has presented evidence showing that the decision to place her on administrative
leave was in response to the negative response and pressures put on the
district by the public. Plaintiff has
not presented evidence sufficient to show a triable issue of material fact as
to whether (1) the public did have this negative response to the Cook Article
and subsequently put significant pressure on BPUSD, or (2) this response would
not have led Mendoza—as BPUSD’s Superintendent—to make the same decision to
place Plaintiff on administrative leave.
Thus, although Plaintiff has presented evidence that is sufficient
to meet her initial burden “that an activity proscribed by Section 1102.5 was a
contributing factor in the alleged prohibited action against” her based on the
evidence that Mendoza had twice pressured her to acquiesce to Cook’s demands,
Plaintiff has not met her burden to present evidence to show a triable issue of
material fact exists as to whether “the alleged action would have occurred for
legitimate, independent reasons even if [Plaintiff] had not engaged in
activities protected by Section 1102.5.”
(Lab. Code, § 1102.6.)
The court therefore grants BPUSD’s motion for summary adjudication
as to the first cause of action for violation of Labor Code section 1102.5
(Claim for Complaints Relating to Extortion).
2. Second
Cause of Action for Retaliation in Violation of Labor Code section 1102.5
(Testifying as Witness in Judicial Proceeding) against defendant BPUSD
“An employer, or any person acting on behalf of the employer,
shall not retaliate against an employee for disclosing information, or because
the employer believes that the employee disclosed or may disclose information, .
. . or for providing information to, or testifying before, any public body
conducting an investigation, hearing, or inquiry, if the employee has
reasonable cause to believe that the information discloses a violation of state
or federal statute, or a violation of or noncompliance with a local, state, or
federal rule or regulation, regardless of whether disclosing the information is
part of the employee’s job duties.” (Lab.
Code, § 1102.5, subd. (b).) In
connection with this cause of action, Plaintiff alleges that (1) she testified
in an official proceeding in a criminal case against defendant Robles, and (2)
defendant Robles, in her position as a board member for BPUSD, retaliated
against Plaintiff by subjecting her to adverse employment actions and causing her
employment to be actually and constructively terminated. (SAC ¶¶ 33, 2.)
The court finds that BPUSD has met its burden of showing that the second
cause of action for retaliation in violation of Labor Code section 1102.5
(retaliation in connection with being a witness in any judicial proceeding) has
no merit because BPUSD has shown that (1) Robles did not make the decision to
place Plaintiff on administrative leave, and (2) Plaintiff would still have
been placed on leave for independent reasons even if she had not engaged in
activities protected by section 1102.5.
First, it is undisputed that the decision to place Plaintiff on
administrative leave was made by defendant Mendoza, and not defendant
Robles. (UMF No. 30.) Second, as set forth above, BPUSD has
submitted evidence showing that it would have placed Plaintiff on
administrative leave even if she had not engaged in protected activities in
order to address concerns raised by the public after Cook published the Cook
Article on his blog. (Def. Material Fact
No. 31; Mendoza Decl., ¶¶ 12-14.)
The court finds that Plaintiff has not met her burden to show that
a triable issue of material fact exists as to whether “the alleged action would
have occurred for legitimate, independent reasons even if [Plaintiff] had not
engaged in activities protected by Section 1102.5” for the same reasons set
forth in connection with the court’s discussion on the first cause of action,
above. (Lab. Code, § 1102.6.)
The court therefore grants BPUSD’s motion for summary adjudication
as to the second cause of action for retaliation in violation of Labor Code
section 1102.5 (retaliation in connection with being a witness in any judicial
proceeding).
3. Fourth
Cause of Action for Defamation against Defendants
“Libel is a false and unprivileged publication by writing, printing,
picture, effigy, or other fixed representation to the eye, which exposes any
person to hatred, contempt, ridicule, or obloquy, or which causes him to be
shunned or avoided, or which has a tendency to injure him in his
occupation.” (Civ. Code,
§ 45.) “‘The elements of a
defamation claim are (1) a publication that is (2) false, (3) defamatory, (4)
unprivileged, and (5) has a natural tendency to injure or causes special
damage. [Citation.]’” (Issa v. Applegate (2019) 31
Cal.App.5th 689, 702 [internal citation omitted].) Plaintiff alleges that Defendants defamed
Plaintiff by issuing a statement in response to the Cook Article, falsely
informing individuals that Plaintiff was suspended and place on leave because
of information disclosed in the Cook Article, and making statements about
Plaintiff’s violation of criminal laws in her capacity of Chief of Police. (SAC ¶¶ 19, 45.)
The court finds that Defendants have met their burden of showing
that the fourth cause of action for defamation has no merit because Defendants have
shown that (1) as to defendants Hernandez and Robles, an element of the cause
of action (publication of the allegedly defamatory statement) cannot be
established, and (2) as to Mendoza and BPUSD, the absolute defense of privilege
of Civil Code section 47, subdivision 1 applies.
First, defendants Hernandez and
Robles present evidence showing that they did not have any role in publishing
this statement. (UMF No. 44; Robles
Decl., ¶ 7 [“I had no role in the drafting or dissemination of the
statement [BPUSD] released in response to press inquiries after Paul Cook’s
September 4, 2019 article”]; Hernandez Decl., ¶ 3 [“I had no role in the
drafting or dissemination of the statement [BPUSD] released in response to
press inquiries after Paul Cook’s September 4, 2019 article”].) “To support a claim for defamation, [the
plaintiff] need only establish that the individual defendants took a ‘responsible
part’ in the publication of defamatory matter.”
(Hawran v. Hixson (2012) 209 Cal.App.4th 256, 275-276; Shively
v. Bozanich (2003) 31 Cal.4th 1230, 1245 [“each person who takes a
responsible part in a publication of defamatory matter may be held liable for
the publication”].) The court therefore
finds that defendants Hernandez and Robles have met their burden of showing that
Plaintiff cannot establish the element of publication as to those defendants,
since they had no part in drafting or disseminating the allegedly defamatory
statement.
Second, defendants BPUSD and Mendoza have presented evidence and
argument showing that the allegedly defamatory statement is privileged.
BPUSD, at the direction of Mendoza, released the following
statement: “BPUSD places the highest
priority on the safety and security of our students . . . BPUSD school police serve an important role
in securing our schools and supporting the safety of our students. A question has been raised about the past
work history of a member of our school police department, the district is
looking into it.” (UMF Nos. 42
[undisputed that statement was made], 43; Mendoza Decl., ¶¶ 9-10.) BPUSD and Mendoza contend that this statement
was released pursuant to Mendoza’s official duties.
“A privileged publication or broadcast is one made: [¶] (a) In the
proper discharge of an official duty.”
(Civ. Code, § 47, subd. (a).) The executive officer privilege of Civil Code
section 47, subdivision (a) “broadly ‘encompass[es] all discretionary acts
essential to the proper exercise of an executive function decision.’” (Morrow v. Los Angeles Unified School
Dist. (2007) 149 Cal.App.4th 1424, 1442.)
The court finds that the allegedly defamatory statement made by BPUSD,
at the direction of Mendoza, is privileged.
Mendoza is the Superintendent for BPUSD and is therefore covered by
the executive officer privilege.
(Mendoza decl., ¶ 2 [“I am currently the Superintendent for
defendant [BPUSD]”]; Morrow, supra, 149 Cal.App.4th at p. 1443
[finding that superintendent’s statements were protected by privilege of Civil
Code section 47,subdivision (a)].) As Superintendent,
Mendoza issued the alleged statement on behalf of BPUSD in response to the
concerns raised by the public following publication of the Cook Article and in
response to inquiries from the press.
(Mendoza Decl., ¶¶ 7-9.) The
court finds that Defendants have presented evidence and argument sufficient to
show that the issuance of BPUSD’s response to these concerns and inquiries was made
in the discharge of Mendoza’s official duty and is therefore privileged. (Morrow, supra, 149 Cal.4th at
p. 1443 [“as superintendent [defendant] was publicly explaining the district’s
response to a matter of widespread concern, which was one of his official
duties”].)
Thus, the court finds that Mendoza has met his burden of showing that
the statement was issued “[i]n the proper discharge of [his] official duty” as
Superintendent, and is therefore protected by the privilege of Civil Code
section 47, subdivision (a).
The court further finds that BPUSD has met its burden of showing that
it cannot be held liable for the privileged statement made by its
employee. “[A] public entity is not
liable for an injury resulting from an act or omission of an employee of the
public entity where the employee is immune from liability.” (Gov. Code, § 815.2, subd. (b).) Because Mendoza has shown that he is immune
from liability since the subject statements are privileged, BPUSD has shown
that it cannot be held liable for an injury to Plaintiff resulting from
Mendoza’s act in issuing the allegedly defamatory statements. (Ibid.)
The court finds that Plaintiff has not met her burden to show that
a triable issue of material fact exists as to (1) defendant Hernandez and
Robles’s publication of the statement, or (2) whether the publication was privileged
as to Mendoza and BPUSD.
First, Plaintiff does not dispute that Hernandez and Robles
“played no part in the drafting or dissemination of the statement.” (UMF No. 44.)
Further, Plaintiff does not address this cause of action as to Hernandez
and Robles in her opposition papers. The
court therefore finds that Plaintiff has not met her burden to show a triable
issue of fact exists as to the element of their publication of the defamatory
statement.
Second, Plaintiff contends that the privilege does not apply to
statements made by Mendoza, relying on Frisk v. Merrihew (1974) 42
Cal.App.3d 319 and Sanborn v. Chronicle Pub. Co. (1976) 18 Cal.3d 406.
Although Frisk appears to limit the applicability of the
privilege “to high ranking federal and state officials such as the President of
the United States, governors of the states and territories, the members of the
President’s cabinet, heads of federal agencies, and comparable state
officers[,]” the court agrees with the reasoning of Morrow. (Frisk, supra, 42 Cal.App.3d at
p. 323.) The Morrow Court
explained that—while some decisions such as Frisk declined to apply the
privilege to officials below cabinet rank—“‘the weight of authority follows
federal precedents in extending the privilege to lower ranking officials.[,]”
including the United States Supreme Court’s decision to extend the privilege “to
the ‘Acting Director of the Office of Rent Stabilization—an office well below
cabinet rank.’” (Morrow, supra,
149 Cal.App.4th at pp. 898-899.) Thus,
the court finds that Frisk does not compel the finding that the
statement issued by BPUSD on the direction of Mendoza is not privileged based
on Mendoza’s position as Superintendent.
Further, Sanborn merely recognized that “courts of this
state have thus far extended the protections of [Section 47] only to
highranking state and federal officials….”
(Sanborn, supra, 18 Cal.3d at p. 412 [emphasis added].) However, Sanborn also concluded that
the privilege did not apply to the facts presented there because the defendant
“was not exercising policy-making functions when he defamed plaintiff, and thus
he [was] not protected by the absolute privilege contained in Civil Code
section 47, subdivision 1.” (Id.
at p. 413; Tutor-Saliba Corp. v. Herrera (2006) 136 Cal.App.4th 604, 616
[explaining that Sanborn determined the privilege not to apply because
they were not made in furtherance of any policy-making function].) Sanborn does not require the court to
refuse to extend the privilege to Mendoza and BPUSD.
The court therefore finds that Plaintiff has failed to produce
evidence or argument showing a triable issue of material fact as to whether (1)
Mendoza is Superintendent of BPUSD, and (2) as Superintendent, Mendoza (and by
extension, BPUSD) published the allegedly defamatory statement in the proper
discharge of this official duty. (Civ.
Code, § 47, subd. (1); Morrow, supra, 149 Cal.App.4th at p.
1442-1443.)
The court therefore grants Defendants’ motion for summary
adjudication as to the fourth cause of action for defamation.
4. Fifth
Cause of Action for Compelled Self-Defamation against defendant BPUSD
“For a valid defamation claim, the general rule is that ‘the
publication must be done by the defendant.’
[Citation.] There is an exception
‘[w]hen it [is] foreseeable that [the] defendant’s act would result in [a
plaintiff’s] publication to a third person.’
[Citation.] For the exception to
apply, the defamed party must operate under a strong compulsion to republish
the defamatory statement, and the circumstances creating the compulsion must be
known to the originator of the statement at the time he or she makes it to the
defamed individual.” (Tilkey v.
Allstate Insurance Company (2020) 56 Cal.App.5th 521, 542.)
The court finds that BPUSD has met its burden of showing that the fifth
cause of action for compelled self-defamation has no merit because BPUSD has shown
that the alleged defamatory statements are privileged. As set forth above, BPUSD, as a public
entity, cannot be liable for the acts of its employee if the employee is immune
from liability. (Gov. Code, § 815,
subd. (b).) Because Mendoza has shown
that the subject statements were privileged pursuant to Civil Code section 47,
subdivision (a), BPUSD has shown that it cannot be liable for those statements.
The court finds that Plaintiff has not met her burden to show that
a triable issue of material fact exists as to the absolute privilege of Section
47, subdivision (1), for the same reasons set forth in connection with the
court’s discussion on the fourth cause of action for defamation, above.
The court therefore grants BPUSD’s motion for summary adjudication
as to the fifth cause of action for compelled self-defamation.
5. Eighth
Cause of Action for Hostile Work Environment Harassment on Basis of Sexual
Orientation against Mendoza[1]
It is an unlawful employment practice “[f]or an employer . . . or any
other person, because of . . . sexual orientation . . . to harass an employee .
. . .” (Gov. Code, § 12940, subd.
(j)(1).) To establish a prima facie case
of a hostile work environment, a plaintiff must show that (1) she was a member
of a protected class; (2) she was subjected to unwelcome harassment; (3) the
harassment was based on the protected characteristic; (4) the harassment
unreasonably interfered with her work performance by creating an intimidating,
hostile, of offensive work environment; and (5) the defendant is liable for the
harassment. (Thompson v. City of
Monrovia (2010) 186 Cal.App.4th 860, 876.)
“A single incident of harassing conduct is sufficient to create a
triable issue regarding the existence of a hostile work environment if the
harassing conduct has unreasonably interfered with the plaintiff’s work
performance or created an intimidating, hostile, or offensive working
environment.” (Gov. Code, § 12923,
subd. (b).)
The court finds that Mendoza has met his burden of showing that
the eighth cause of action for hostile work environment harassment on the basis
of sexual orientation has no merit because Mendoza has shown that an element of
the cause of action (that Mendoza subjected Plaintiff to harassment based on
her sexual orientation) cannot be established.
Mendoza introduces Plaintiff’s deposition testimony, in which she
testified that, from the time she was hired until the present day, she had
never heard Mendoza make a negative or derogatory comment about any person’s
sexual orientation. (Storti Decl., Ex.
2, Poe Dep., p. 85:1-10.) The court
finds that this evidence is sufficient to show that Plaintiff cannot establish
the element of harassing conduct on the part of Mendoza based on sexual
orientation.
The court finds that Plaintiff has not met her burden to
show that a triable issue of material fact exists as to the element of
Mendoza’s harassment of Plaintiff based on her sexual orientation.
Plaintiff contends that Mendoza failed to address Plaintiff’s
complaints about sexual-orientation-based harassment in violation of BPUSD’s
policy and BPUSD’s denial of evidence of those complaints, as well as Mendoza’s
disparate treatment of Plaintiff in communications with POST (i.e., by failing
to provide POST with documents as to the eligibility of heterosexual males but
declining to do so in regard to Plaintiff).
(Pl. Response to Material Fact No. 58; Opp., pp. 19:23-20:2.)
First, Plaintiff presents evidence showing that she raised complaints
to Mendoza about harassment based on her sexual orientation, and in particular,
about defendant Hernandez’s harassment.
(Poe Decl., ¶ 12.) However,
Plaintiff fails to present (1) evidence showing that Mendoza also harassed
Plaintiff based on her sexual orientation or encouraged others to harass
Plaintiff, or (2) argument establishing that Mendoza’s failure to address her
complaints constitutes harassing conduct.
While an employer can be liable for the failure to prevent harassment,
Plaintiff has not cited any authority showing that Mendoza, as the
Superintendent, can be liable for the failure to prevent harassment. (Gov. Code, § 12940, subds. (j)(1) [“An entity
shall take all reasonable steps to prevent harassment from occurring”]
[emphasis added], (k) [it is an unlawful employment practice “[f]or an
employer, labor organization, employment agency, apprenticeship training
program, or any training program leading to employment, to fail to take all
reasonable steps necessary to prevent discrimination and harassment from
occurring”].) Further, Plaintiff does
not meaningfully dispute her prior testimony in which she stated that she had
never heard Mendoza make derogatory comments about another person’s sexual
orientation.
Second, to the extent she takes issue with BPUSD’s failure to address
those complaints, the court notes that BPUSD has not moved for summary
adjudication as to this cause of action.
(Mot., p. 6, fn. 2.)
Third, Plaintiff takes issue with “Mendoza’s disparate treatment” of
Plaintiff as to communications with the Commission on Peace Officers Standards
and Training. This evidence and argument
concerns conduct that occurred in late 2020.
(Opp., pp. 12:9-13:3; Pl. Material Fact Nos. 95-103.) However, Plaintiff’s operative Second Amended
Complaint—filed on February 26, 2020—does not allege these facts as a basis for
her eighth cause of action for harassment.
As set forth above, on summary judgment or adjudication, a defendant
need only “‘negate the theories of liability as alleged in the complaint;
that is, a moving party need not refute liability on some theoretical
possibility not included in the pleadings.’”
(White, supra, 75 Cal.App.5th at p. 354.) Thus, the evidence as to Mendoza’s alleged
disparate treatment of Plaintiff cannot be relied on in order to create a
triable issue of material fact as to the element of harassment.[2]
The court therefore grants Mendoza’s motion for summary
adjudication as to the eighth cause of action for hostile work environment
harassment on the basis of sexual orientation.
ORDER
The court grants defendants Baldwin Park Unified School District,
Froilan Mendoza, Santos Hernandez, Jr., and Deanna Robles’s motion for summary
adjudication.
The court grants defendant Baldwin Park Unified School District’s
motion for summary adjudication as to plaintiff Jill Poe’s first, second,
fourth, and fifth causes of action.
The court grants defendant Froilan Mendoza’s motion for summary
adjudication as to plaintiff Jill Poe’s fourth and eighth causes of action.
The court grants defendants Santos Hernandez, Jr., and Deanna Robles’s
motion for summary adjudication as to plaintiff Jill Poe’s fourth cause of
action.
The court orders defendants Baldwin Park Unified School District,
Froilan Mendoza, Santos Hernandez, Jr., and Deanna Robles to give notice of
this ruling.
IT IS SO ORDERED.
DATED:
_____________________________
Robert
B. Broadbelt III
Judge
of the Superior Court
[1]
Plaintiff alleges the eighth cause of action “Against All Defendants….” (SAC p. 20:9.) However, Defendants’ motion is directed to
the eighth cause of action as alleged against Mendoza only. (Def. Mot., p. 6, fn. 2.)
[2] The
court further notes that Plaintiff appears to be making arguments that would
support a claim for discrimination, rather than harassment, based on
discriminatory treatment of Plaintiff because of her sexual orientation.