DAVID R. FARMER, J., delivered the opinion of the Court, in which HOLLY M. KIRBY, J. and J. STEVEN STAFFORD, J., joined.
This dispute concerns whether a teacher's grievance against the Franklin County Board of Education ("the Board") was subject to advisory arbitration under the collective bargaining agreement entered into by the Board and the Franklin County Education Association ("the FCEA"), and whether the Director of School's decision to remove the teacher from her coaching assignment and assignment to teach one physical education class was arbitrary and capricious under Tennessee Code Annotated § 49-5-510. Defendant/Appellant Lisa Crabtree (Ms. Crabtree) has been a teacher at Franklin County High School since 2001. She taught three English classes and coached the girls' basketball team through the end of the 2004-2005 basketball season. In addition to teaching English, Ms. Crabtree also taught a fourth block physical education class that served as a conditioning class for members of the girls' basketball team. In March 2005, she was relieved of her coaching duties by the Director of School, Charles H. Edmonds (Mr. Edmonds). She was also removed from her assignment as teacher of the fourth block physical education class, but remained an English teacher at Franklin County High School.
Following her removal from the coaching position, Ms. Crabtree filed a grievance request with the Board under the collective bargaining agreement ("CBA") entered into by the Board and the FCEA. In her request for relief, Ms. Crabtree stated that she sought to "immediately be returned to her coaching duties with all rank, compensation and privileges ascribed thereto." Mr. Edmonds responded to her grievance by letter dated March 16, 2005, in which he advised Ms. Crabtree that coaching assignments were expressly excluded from the terms of the CBA. Communication between Ms. Crabtree, Mr. Edmonds, the Board, the FCEA, and the Tennessee Education Association ("TEA") ensued, and in April 2005 the staff attorney for the TEA advised Mr. Edmonds that the FCEA would pursue arbitration of the matter if Mr. Edmonds did not forward Ms. Crabtree's grievance to the Board. The matter was set to be heard by an arbitrator on October 27, 2005.
On October 18, 2005, the Board filed a declaratory judgment action in the Circuit Court for Franklin County. In its complaint, the Board sought a declaration that the decision not to rehire Ms. Crabtree as the coach of the girls' basketball team was not a matter subject to arbitration under the CBA, and an injunction against arbitration of the matter. Ms. Crabtree and the FCEA answered and counter-complained on November 11, 2005, and filed an amended answer and counter-complaint in October 2007. Ms. Crabtree and the FCEA denied that the Board was entitled to a declaratory judgment and asserted that Mr. Edmonds had relieved Ms. Crabtree of her duties as girls' basketball coach in violation of the CBA. They stated that they had agreed to continue the arbitration scheduled for October 27, 2005. In their amended counter-complaint, Ms. Crabtree and the FCEA asserted the Board had breached the terms of the CBA by refusing to participate in arbitration, and that Ms. Crabtree had suffered monetary damages in the amount of $4,700 a year and damages to her professional reputation. They also asserted that the Board had
The trial court heard the matter on August 3, 2009, and entered final judgment on September 1, 2009. After making extensive factual findings and engaging in a detailed analysis of the relevant statutes and case law, the trial court dismissed Ms. Crabtree's and the FCEA's counter-claim under Tennessee Code Annotated § 49-5-510 and determined that the removal of Ms. Crabtree from the coaching assignment was not a matter governed by the CBA or subject to its grievance procedures. The trial court accordingly entered judgment in favor of the Board, and Ms. Crabtree and the FCEA filed a timely notice of appeal to this Court.
Ms. Crabtree and the FCEA present the following issues for our review:
We review the trial court's findings of fact de novo upon the record with a presumption of correctness. Tenn. R.App. P. 13(d). We will not reverse the trial court's factual findings unless they are contrary to the preponderance of the evidence. Berryhill v. Rhodes, 21 S.W.3d 188, 190 (Tenn. 2000). To preponderate against a trial court's finding of fact, the evidence must support another finding of fact with greater convincing evidence. Mosley v. McCanless, 207 S.W.3d 247, 251 (Tenn.Ct.App. 2006). If the trial court's factual determinations are based on its assessment of witness credibility, this Court will not reevaluate that assessment absent clear and convincing evidence to the contrary. Jones v. Garrett, 92 S.W.3d 835, 838 (Tenn. 2002). We review the trial court's determinations on questions of law, and its application of law to the facts, de novo, however, with no presumption of correctness. Bowden v. Ward, 27 S.W.3d 913, 916 (Tenn.2000). Similarly, we review mixed questions of law and fact de novo, with no presumption of correctness. State v. Thacker, 164 S.W.3d 208, 248 (Tenn.2005).
We first address Ms. Crabtree's and the FCEA's (hereinafter, collectively, "Appellants") assertion that the trial court erred by determining that the removal of Ms. Crabtree from the position of coach of the girls' basketball team was not governed by
Regardless of which characterization is accurate with respect to the primary motivating factor in the hiring of Ms. Crabtree, under the supreme court's holding in Lawrence County Education Association v. Lawrence County Board of Education, 244 S.W.3d 302 (Tenn.2007), it is clear that the provisions of the Education Professional Negotiations Act ("EPNA") as codified at Tennessee Code Annotated § 49-5-601 et seq. do not apply to coaching or non-licensed positions. The Lawrence County court stated, "any contractual protections emanating from the EPNA are relevant to persons only in their status as professional employees and not in their status in non-licensed positions." Lawrence County, 244 S.W.3d at 316. The court held that, because coaching positions do not require a license "in the same regard as the teaching profession[,]" the statutory rights provided by the EPNA could not be construed to extend to coaching positions. Id. The court further held that the grievance procedure section contained in the CBA in that case applied only to grievances of a professional employee arising from the professional aspects of that employee's employment. Id. at 317. The court held that, because the EPNA does not extend to positions not requiring a professional license, and because the terms of the CBA in that case did not protect coaching assignments, the coaching assignment at issue in Lawrence County was governed by one-year term assignment contracts. Id.
This Court reached the same conclusion upon remand from the supreme court in Metropolitan Nashville Association v. Metropolitan Board of Public Education, No. M2008-00405-COA-RM-CV, 2009 WL 837884 (Tenn.Ct.App. Mar. 30, 2009). In Metro. Nashville, we reconsidered our earlier holding that, under the CBA in that case, a teacher's entire dispute, including his coaching assignment, was governed by the grievance procedure delineated in the CBA and subject to arbitration. Id. at *1. We determined that, in light of the supreme court's holding in Lawrence County, the trial court did not err by awarding summary judgment to the Metropolitan Board of Public Education with respect to whether the grievance was governed by the CBA. Id. at *4. In Metro. Nashville, we observed that, under Lawrence County, "`regardless of the language of the locally negotiated agreement, coaching and other assignments that do not require a license are not subject to the collective bargaining process because of the wording of specific provisions of the EPNA.'" Id. (quoting Cannon County Bd. of Educ. v. Wade, M2006-02001-COA-R3-CV, 2008 WL 3069466, at *7 (Tenn.Ct. App. July 31, 2008)). We noted that the coach's argument in Metro. Nashville that his situation was distinguishable from the coach in Lawrence County because his coaching responsibilities were not treated as distinct from his teaching assignment was a "distinction[] without a difference" because the issue was determined by the authority granted under the EPNA. Id.
The reasoning contained in Metro. Nashville applies with equal force here.
We next turn to Appellants' assertion that the trial court erred by dismissing their counter-claim under Tennessee Code Annotated § 49-5-510.
The decision to assign a teacher with coaching responsibilities to a full-time teaching position generally is considered a transfer rather than a dismissal or suspension. White v. Banks, 614 S.W.2d 331, 334 (Tenn.1981). The statutes afford broad discretion to the director of schools to transfer teachers within the local school system. See Lawrence County, 244 S.W.3d at 314; Metro. Nashville, 2009 WL 837884, at *4 (quoting Mitchell v. Garrett, 510 S.W.2d 894, 898 (Tenn.1974)). A director of school's decision to transfer a teacher must be "`made in good faith, in accordance with the criterion set forth in the statute—efficient operation of the school system.'" Id. (quoting McKenna v. Sumner County Bd. of Educ., 574 S.W.2d 527, 534 (Tenn.1978)). A director's decision to transfer a teacher is afforded a presumption of good faith, and the party challenging the decision carries the burden to establish, by a preponderance of the evidence, that the decision was arbitrary, capricious or "improperly motivated." Lawrence County, 244 S.W.3d at 315. "The determinative question is whether the transfer could be classified as for the `efficient operation of the school system.'" Id.
In this case, the trial court determined that Appellants' allegations that Dr. Edmonds' decision to transfer Ms. Crabtree from her coaching position was arbitrary and capricious were "without merit." The record before us includes written communication from Ms. Crabtree to Mr. Edmonds in response to difficulties that had arisen in the girls' basketball program, which included complaints by parents, and it is undisputed that a "situation" had arisen by August 2004. The record also contains Mr. Edmonds' communication to the Board stating, in part,
Mr. Edmonds also acknowledged that he had three letters in support of Ms. Crabtree, but stated that it was his "responsibility to make an objective decision based on what is best for the girls' basketball program and the student athletes."
Appellants also assert that Mr. Edmonds' removal of Ms. Crabtree was in violation of section 49-5-510 because it was in contravention of Board Policy 5.115. The policy contained in the record provides:
The policy defines reassignment as "to move to another assignment within the same school or administrative unit." Appellants assert that Ms. Crabtree's immediate supervisor was Harold Roberts (Mr. Roberts), principal of Franklin County High School in 2004-2005. They argue that Mr. Roberts did not make the decision to reassign Ms. Crabtree; that he would not have recommended that she be reassigned; and that Mr. Roberts was not consulted by Mr. Edmonds with respect to the decision to reassign her.
The Board, on the other hand, argues that the Board Policy 5.115 applies to professional employees. It asserts that the Master Contract entered into by the Board and the FCEA governs the definition of "employee," and that the Master Contract defines employee as "any professional employee included in the negotiations unit." The Board further asserts that, assuming Policy 5.115 applies to coaching positions, Tennessee Code Annotated § 49-5-510 applies to "transfers" and not to "re-assignments," whereas the section of Policy 5.115 relied on by Appellants is applicable to "re-assignments" and not "transfers."
Article II of the Master Contract contained in the record provides:
It further defines "teacher" or "employee" as, "any professional employee included in the negotiations unit." Article XI of the Master Contract provides, "No reassignments or transfers shall be made without consulting the principals involved."
Clearly, under the Master Contract, Mr. Edmonds would have been required to consult Mr. Roberts before reassigning or transferring Ms. Crabtree in her professional capacity as a licensed teacher. However, in light of the holding in Lawrence County that coaching positions are not within the purview of CBA's, and under the definition of "employee" contained in the Master Contract, the Master Contract clearly does not govern Ms. Crabtree's assignment as coach of the girls' basketball team. Under section 49-5-510, the question of whether Mr. Edmonds was required to consult Mr. Roberts before removing Ms. Crabtree from her coaching position is governed by the Board's policy where section 49-5-510 mandates:
Notwithstanding the Board's argument that the section applies only to "transfers" and not "reassignments" and that Ms. Crabtree was "re-assigned" within the same school, Lawrence County reaffirms that, under the statute, "`[r]elieving a teacher-coach of his coaching duties only... is equivalent to a "transfer within the system."'" Lawrence County, 244 S.W.3d at 314 (quoting White v. Banks, 614 S.W.2d 331, 334 (Tenn.1981)). Accordingly, we turn to Appellants' assertion that Mr. Edmonds acted in contravention of Board policy by transferring her from her coaching position without the approval of Mr. Roberts.
In light of the foregoing, the judgment of the trial court is affirmed. Costs of this appeal are taxed to the Appellants, Lisa Crabtree and the Franklin County Education Association, and their surety, for which execution may issue if necessary.
The Appellants, Lisa Crabtree and Franklin County Education Association, have filed a petition for rehearing. Upon due consideration, the petition is denied and costs are taxed to the Appellants.
Lawrence County Educ. Ass'n. v. Lawrence County Bd. of Educ., 244 S.W.3d 302, 318 (Tenn.2007).
Tennessee Code Annotated § 49-5-510 (2009).