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**FINAL**
ROBIN DAVIDSON, Plaintiff, v. UNIVERSITY OF NORTH CAROLINA AT
CHAPEL HILL, Defendant
No. COA00-16
(Filed 3 April 2001)
1. Tort Claims Act--negligence--affirmative duty of care--special relationship
The Industrial Commission erred in a claim against defendant under the Tort Claims Act
by concluding that defendant university did not have an affirmative duty of care arising out of a
special relationship toward a student athlete who was a member of a school-sponsored
intercollegiate team and was injured while practicing a cheerleading stunt for the school's JV
cheerleading squad because: (1) the university depended upon the cheerleading program for a
variety of benefits such as cheerleading at JV basketball games, women's basketball games, and
wrestling events, representing the university at a trade show, and entertaining alumni before
games; (2) the cheerleaders acted as representatives of the school at official athletic events; (3)
the cheerleaders received significant benefits from the university as a result of participating in the
cheerleading program such as receiving school uniforms purchased by the school, receiving
transportation by the university, using university facilities and equipment for practices, and
satisfying one hour of the school's physical education requirement; and (4) the university exerted
a considerable degree of control over its cheerleaders.
2. Tort Claims Act--negligence--affirmative duty of care--voluntary undertaking to
adviseand educate regarding safety
The Industrial Commission erred in a claim against defendant under the Tort Claims Act
by concluding that defendant university did not have an affirmative duty of care toward a student
athlete who was a member of a school-sponsored intercollegiate team and was injured while
practicing a cheerleading stunt for the school's JV cheerleading squad based on defendant's
voluntary undertaking to advise and educate the cheerleaders regarding safety because: (1)
defendant has acknowledged that it assumed certain responsibilities with regard to teaching the
cheerleaders about safety; and (2) the conduct of various employees of the university implicitly
establishes that the university had undertaken to advise and educate the cheerleaders regarding
safety.
Appeal by Plaintiff from order entered 29 September 1999 by
the North Carolina Industrial Commission. Heard in the Court of
Appeals 8 January 2001.
Anderson & Anderson, by Michael J. Anderson, for plaintiff-
appellant.
Michael F. Easley, Attorney General, by E. Harry Bunting,
Special Deputy Attorney General, and Allison Smith Corum,
Assistant Attorney General, for defendant-appellee.
HUDSON, Judge.
Robin Davidson (plaintiff) appeals from the Decision and
Order for the Full Commission (the Order) filed by the North
Carolina Industrial Commission (the Commission) on 29 September
1999. We reverse and remand.
I.
The evidence presented to the Commission tended to show the
following facts. During the 1984-85 school year, plaintiff was a
sophomore at the University of North Carolina at Chapel Hill
(defendant), and a member of the school's junior varsity
cheerleading squad (the JV squad). The JV squad began practicing
a stunt called a two-one-chair pyramid approximately three or
four weeks before Christmas vacation. The two-one-chair pyramid
typically involves two male cheerleaders standing side by side on
the floor, a third male cheerleader standing on their inside
shoulders with one arm extended straight up, and a female
cheerleader who is lifted up to sit on the hand of the third male
cheerleader. Initially, Leslie Greene was chosen to perform in the
top position of the pyramid for the JV squad, but she had injured
her ankle and was unavailable to perform the stunt. Emily Blount
was chosen to perform in the top position in place of Greene, but
during the first week that the squad attempted to perform the
pyramid, Blount fell from the pyramid and injured her tail-bone.
As a result, plaintiff was chosen to perform in the top position,
despite the fact that she weighed about twenty pounds more than
Blount.
On 15 January 1985, the JV squad was warming up on the
hardwood floor of Carmichael Auditorium prior to a women'sbasketball game. Although the squad typically used mats during
practices, the squad did not use mats in Carmichael Auditorium
during games or while warming up before games, and mats were not
used on this occasion. During the warm-up, the squad attempted the
two-one-chair pyramid with plaintiff in the top position.
Plaintiff reached the top of the pyramid but became unstable and
began falling backward. As the pyramid leaned backward, the
cheerleader holding plaintiff pushed her forward and plaintiff fell
approximately thirteen feet. Because the pyramid had leaned
backward at first, the spotters were out of position. As plaintiff
landed, the spotters were unable to prevent her shoulders and head
from hitting the hardwood floor. Plaintiff suffered permanent
brain damage and serious bodily injury as a result of the fall.
Conflicting testimony was offered regarding the number of
spotters used for the pyramid at the time of the accident. John
Graham, a JV squad member at the time of the accident, testified
that there were only two spotters: himself and a female
cheerleader, Jeanette Everette. However, Jay Tobin, who was the
co-captain of the JV squad along with plaintiff at the time of the
accident, testified that there were three spotters: Graham, a
second male cheerleader in front of the pyramid, and Everette
behind the pyramid. There was also conflicting testimony regarding
whether the squad was prepared to perform the pyramid on this date.
Graham testified that he had been nervous about the stunt because
Everette, who was only a few pounds heavier than plaintiff, had
only practiced spotting the stunt for one week. Graham was also
nervous because he had only been on the squad for four months andhad no prior cheerleading experience. However, Tobin testified
that the pyramid had been very steady during practices before that
night, and that plaintiff appeared to be very comfortable with the
pyramid.
The university did not provide a coach for either the JV squad
or the varsity squad during the 1984-85 school year. The varsity
squad had an administrative advisor, Mary L. Sullivan, who worked
for UNC on a part-time basis. Sullivan was responsible for
uniforms, travel plans, discipline, and making sure the varsity
squad members achieved a certain minimum GPA. Sullivan was not
hired as a coach, and she had not received any formal training to
be a coach. Sullivan saw the JV squad members only when they
practiced in the same gym as the varsity squad, but even at these
times Sullivan did not actively interact with the JV squad. In
fact, plaintiff could not recall having ever met Sullivan.
The JV squad members, without a coach or an advisor, taught
themselves how to perform stunts, and received no safety training
or instruction. The squad members made decisions on their own as
to when they were ready to perform certain stunts. The squad
members were not provided any training in order to make such
evaluations. There were no specific individuals to whom the JV
squad members were supposed to report regarding injuries, such as
Blount's injury, or to whom the squad members were supposed to turn
for help in evaluating stunts that needed improvement. The squad
received occasional guidance from the varsity cheerleaders,
including the captain of the varsity squad, Robert Stallings, but
the JV squad was not formally supervised by the varsity squad. Stallings testified that, as the captain of the varsity squad, he
had no formal responsibilities toward the JV squad.
Up through January of 1985, UNC had not adopted guidelines
regarding the experience required to join either cheerleading
squad, the skill level required to perform particular stunts, or
safety in general. Stallings testified that UNC never shared with
[the cheerleaders] information regarding safety and technical
cheerleading skills. UNC sent the varsity squad members to summer
camps run by the Universal Cheerleaders Association (UCA) where
they learned cheerleading skills and safety techniques, and where
they were exposed to the UCA guidelines for cheerleading and
safety. The JV squad members, however, were not sent to
cheerleading camps, and the UCA guidelines were never officially
adopted by UNC.
UNC provided both squads with school uniforms, transportation
to away games and other events, and access to university facilities
and equipment. In addition, a student's participation on the JV or
varsity squad allowed the student to opt out of one hour of
physical education credit. The JV squad, in addition to cheering
at JV basketball games, women's basketball games, and wrestling
events, represented UNC at a trade show, and regularly entertained
the Rams Club (consisting of contributors to the university) prior
to games. Plaintiff testified that the cheerleaders were
considered representatives, or ambassadors, of the school, and that
they had to abide by certain standards of conduct, such as
maintaining a minimum GPA and refraining from drinking in public.
Donald Boulton was the Vice Chancellor and Dean for StudentAffairs at UNC from 1972 through 1995, and during the 19
84-85
academic year the cheerleading squads were the responsibility of
the Office of Student Affairs. Student Affairs maintained a budget
of approximately $11,000.00 for both cheerleading squads during the
1984-85 school year. The varsity squad advisor, Sullivan, answered
directly to Boulton, and Sullivan testified that Boulton exercised
supervisory authority indirectly over the varsity squad through
her. Prior to 1984, the cheerleading squads had been the
responsibility of the Department of Student Life; Frederic
Schroeder was the Director of Student Life during this time.
Boulton acknowledged that the cheerleaders represented the school
in official athletic events.
Unbeknownst to the JV cheerleaders, there had been
considerable concern expressed by members of the UNC faculty and
staff regarding the safety of cheerleading stunts, and pyramids in
particular, prior to plaintiff's accident. For example, on 3
October 1980, the Associate Vice Chancellor for Student Affairs,
James Cansler, wrote a memo to Dean Boulton expressing his concern
about cheerleading safety in regard to both varsity and JV
cheerleaders. Cansler recounted that four UNC cheerleaders had
been injured in 1980, at least one of whom was injured when she
fell from a pyramid. Cansler also stated that because cheerleaders
represented the school at official athletic events and at public
relations events, and because they were selected by a university
sanctioned process, UNC should consider forming a special
commission to study whether certain cheerleading routines were too
dangerous to be permitted. No such commission was ever formed. On29 April 1981, Schroeder wrote a letter to the coach of the
cheerleading squad at the time stating that multi-level pyramids
should be prohibited due to the danger to participants. On 25
August 1981, and again on 18 February 1982, Schroeder wrote to the
co-captains of the varsity squad expressing his concern regarding
the safety of certain cheerleading stunts, including pyramids, and
expressing his opinion that the varsity squad should adopt safety
guidelines and should tailor the stunts each year to the particular
abilities of the members of the squad. Although Schroeder
testified that he intended this information to be communicated to
the JV squad by the varsity squad, the letters do not mention the
JV squad, and Schroeder conceded that he does not know whether the
information was, in fact, imparted to the JV squad.
In 1983, the Atlantic Coast Conference (ACC) adopted a policy
prohibiting cheerleaders from engaging in pyramids more than two
high. Schroeder wrote a letter in October of 1983 to the Director
of Athletics for UNC, asking for clarification of the phrase more
than two high in the ACC prohibition. In response, Schroeder
received a letter from the Assistant Athletic Director at UNC,
stating that the ACC had decided to make any interpretations
concerning cheerleaders an institutional decision, and asking
Schroeder and the Department of Student Life to take charge of any
future decisions with regard to the safety and well-being of the
cheerleading squads. It is not clear whether the ACC had actually
rescinded the prohibition against pyramids more than two high, or
whether it had simply decided to allow the individual ACC schools
to interpret this prohibition for their own squads. Dean Boulton received a copy of each of the letters mentioned
above. Boulton acknowledged that he was aware, as of 1981, that
multi-level pyramids, in the hands of people improperly prepared,
were viewed as dangerous. He also acknowledged that he was aware
of the growing body of concern regarding cheerleading stunts, and
that he knew the ACC had banned pyramids higher than two levels at
one point in 1983. Boulton testified that UNC generally provides
education on safety for all of its students in all of their
activities, and that the University['s] responsibility for student
activities is to provide them with the information that they need
relative to safety. He also stated that UNC sought to advise and
educate students in their activities and to present this
information and instruct them.
Boulton testified that the varsity cheerleaders were provided
with safety instructions at the UCA summer camps, and that the
varsity squad had the opportunity to hear safety regulations from
the gymnastics coach, from their advisors, from a variety of
sources. However, Boulton conceded that he did not know whether
the JV squad in 1984-85 received any safety instruction from the
school. When asked who would have had the responsibility of
evaluating whether the JV squad members were competent to perform
certain stunts, Boulton stated that he could not recall. When
asked whether there was any effort on the part of UNC to enforce
the UCA guideline that pyramids over two persons high should not be
performed on a basketball court without the use of tumbling mats,
Boulton stated, I don't recall. Boulton also conceded that he
did not know whether the JV squad received information regardingthe ACC recommendations against pyramids over two levels high, or
whether the JV squad was informed of Schroeder's concerns regarding
pyramid stunts. Boulton acknowledged that UNC did not take a
position regarding pyramids over two persons high following the ACC
ban in 1983. Boulton testified that the process of evaluating
cheerleading safety guidelines did not begin until approximately
January of 1984, and that no guidelines were implemented until the
summer of 1985, a few months after plaintiff's injury.
Plaintiff acknowledged that, prior to the accident, she
understood that there was a risk she might fall from the top of the
pyramid and that the spotters might not catch her. Plaintiff also
testified that she expected UNC to look out for her, and that she
expected the cheerleaders would receive sufficient training from
UNC. Both plaintiff and Tobin testified that they had no knowledge
that members of the UNC faculty and staff had expressed concern
regarding the safety of cheerleading stunts. Tobin testified that
he had no knowledge that the ACC had recognized the danger of
pyramids higher than two levels and had, at one time, officially
prohibited them. Tobin also testified that he had never seen the
UCA guidelines, and that he had never been told that the guidelines
recommended not performing a pyramid over two levels high on a hard
floor without mats.
In sum, the evidence showed that the varsity squad members,
who were older, more skilled, and more experienced, were provided
with a supervisor, were provided with safety instruction through
the UCA camps, were informed of the known risks involved in
performing pyramids, and were admonished to create and abide byspecific safety guidelines. However, the JV squad members, who
were younger, less skilled, and less experienced, did not have a
supervisor, received no safety training, received no information
regarding risks involved in performing pyramids, and were left on
their own to make decisions regarding safety procedures.
Robert Stallings, the co-captain of the varsity squad in 1984-
85, was a JV cheerleader in 1982-83, and a varsity cheerleader for
the following three years. Stallings worked for UCA during three
summers while attending UNC, during which summers he taught high
school and college cheerleaders how to perform various cheerleading
stunts, including pyramids, and also taught safety in performing
those stunts. In his second and third summers at UCA, Stallings
was a head instructor, responsible for teaching all of the
cheerleading teachers at the weekly camps. Stallings was
subsequently hired as the coach for the UNC at Wilmington
cheerleading squad for the academic years of 1988-89 and 1989-90,
and he has coached a high school squad in Alabama every year since
1990. Since graduating in 1986, Stallings has remained on UCA's
payroll as a cheerleading consultant and choreographer.
Stallings opined that UNC should have implemented formal
guidelines for cheerleading safety, such as the UCA guidelines, and
that UNC should have provided a qualified, knowledgeable coach for
both the varsity and JV squads during the 1984-85 school year.
Stallings further testified that the two-one-chair pyramid is the
most difficult pyramid that can be performed at that height, and
that it should not have been performed on a hardwood floor without
mats at any time. Defendant's expert witness, Lance Wagers,testified that it was fairly common for cheerleading teams at the
university level in 1985 to have an administrative advisor rather
than a formal coach, and to have little guidance with regard to
developing skills and stunts.
II.
In December of 1987, plaintiff filed a claim against defendant
pursuant to the Tort Claims Act, N.C.G.S. §§ 143-291 to -300.1
(1999), alleging negligence on the part of nine individuals,
including Sullivan and Boulton. Deputy Commissioner Richard B.
Ford first heard the case and filed a Decision and Order in favor
of plaintiff on 2 February 1998. Defendant appealed to the Full
Commission. The Full Commission reversed, making the following
findings:
9. Defendant did not owe plaintiff a duty to
provide coaching or faculty supervision to
monitor the activities and stunts of the
cheerleading squad, nor did defendant owe
plaintiff a duty to prohibit 2½-tier pyramid
stunts. This absence of an affirmative duty
is not only reasonable in terms of defendant's
responsibilities, but also serves to protect
student autonomy.
10. Plaintiff failed to produce sufficient
evidence that any named employee of defendant
breached any duty owed to her or was
negligent.
The Commission also reached the following conclusion as a matter of
law:
Defendants' named employees did not breach any
legal duty owed to plaintiff, nor did they
commit any acts of negligence which
proximately resulted in plaintiff's injuries;
therefore, plaintiff is not eligible to
recover under the [Tort Claims Act].
On appeal, plaintiff challenges the Commission's findings,
including findings 9 and 10, as well as the Commission's legalconclusion. In reviewing a decision of the Industrial Commission
in a case arising under the Tort Claims Act, we are limited to
addressing (1) whether the Commission's findings of fact are
supported by any competent evidence, and (2) whether the findings
of fact support the Commission's conclusions of law and decision.
See, e.g., Simmons v. N.C. Dept. of Transportation, 128 N.C. App.
402, 405-06, 496 S.E.2d 790, 793 (1998). Whether a defendant owes
a plaintiff a duty of care is a question of law. See Pinnix v.
Toomey, 242 N.C. 358, 362, 87 S.E.2d 893,897 (1955). Here, the
Commission's findings 9 and 10, although designated findings of
fact, are conclusions of law to the extent they conclude that
defendant did not owe an affirmative duty of care to plaintiff.
The Commission's designation of a finding as either a finding of
fact or a conclusion of law is not conclusive. See Martinez v.
Western Carolina University, 49 N.C. App. 234, 239, 271 S.E.2d 91,
94 (1980). Thus, we review the legal conclusion that defendant did
not owe plaintiff an affirmative duty of care to see whether this
conclusion is supported by the findings of fact.
We note that plaintiff asks this Court to hold that
plaintiff's claim is not barred by the doctrines of contributory
negligence or assumption of risk. However, the Commission did not
reach these issues because it found defendant had not breached a
duty to plaintiff. Therefore, these issues are not properly before
us on appeal. In addition, plaintiff asks this Court to find that
portions of the testimony offered by Lance Wagers, defendant's
expert witness, should be excluded. Plaintiff did not assign error
to the Commission's admission of this testimony and, as a result,may not raise this issue on appeal. See N.C.R. App. P. 10(a).
III.
[1]The issue presented is whether a university has an
affirmative duty of care toward a student athlete who is a member
of a school-sponsored, intercollegiate team. At the outset of our
analysis, we note that this is an issue of first impression in
North Carolina. However, to the extent that established principles
of tort law in our State are applicable to the instant case, those
principles are authoritative and control our analysis.
Actions to recover for negligence under the Tort Claims Act
are guided by the same principles applicable to negligence actions
against private parties.
See Bolkhir v. N.C. State Univ., 321 N.C.
706, 709, 365 S.E.2d 898, 900 (1988). Therefore, plaintiff in the
instant case must establish the following elements: (1) that UNC
owed plaintiff a duty of care under the circumstances; (2) that
actions or omissions by at least one of the named employees of UNC
constituted a breach of that duty; (3) that the breach was the
actual and proximate cause of plaintiff's injury; and (4) that
plaintiff suffered damages.
See id.;
Cucina v. City of
Jacksonville, 138 N.C. App. 99, 102, 530 S.E.2d 353, 355,
disc.
review denied, 352 N.C. 588, ___ S.E.2d ___ (2000)
. The Commission
concluded that defendant owed no affirmative duty of any kind to
plaintiff and, therefore, that defendant did not breach any duty of
care. This conclusion constitutes reversible error because
defendant did owe an affirmative duty of care to plaintiff as a
matter of law.
Actionable negligence presupposes the existence of a legalrelationship between parties by which the injured p
arty is owed a
duty by the other, and such duty must be imposed by law.
Pinnix,
242 N.C. at 362, 87 S.E.2d at 897. Thus, the preliminary question
is whether defendant owed a duty of care to plaintiff under the
circumstances. Traditionally, courts have distinguished between
negligence claims based on affirmative acts and those based on
omissions.
See David A. Logan and Wayne A. Logan,
North Carolina
Torts § 1.20, at 8 (1996) (hereinafter Logan). Within the context
of the Tort Claims Act, recovery may be had in cases involving both
negligent acts and omissions as a result of an amendment to G.S. §
143-291 in 1977 that substituted the word negligence in place of
negligent act.
See Phillips v. N.C. Dept. of Transportation, 80
N.C. App. 135, 136, 341 S.E.2d 339, 340 (1986); Charles E. Daye and
Mark W. Morris,
North Carolina Law of Torts § 19.42.11.2, at 306
(1
st ed. 1991) (The state can now be held liable for negligent
omissions and failures to act, thus greatly extending the scope of
liability and the claimant's ability to recover damages.).
In cases involving omissions, negligence may arise where a
special relationship exists between the parties.
See King v.
Durham County Mental Health Authority, 113 N.C. App. 341, 345, 439
S.E.2d 771, 774,
disc. review denied, 336 N.C. 316, 445 S.E.2d 396
(1994). A helpful description of the category of cases in which an
affirmative duty to act is imposed upon a defendant as a result of
a special relationship is set forth in a leading treatise on the
law of torts:
During the last century, liability for
[omissions] has been extended still further to
a limited group of relations, in which custom,
public sentiment and views of social policyhave led the courts to find a duty of
affirmative action. In such relationships the
plaintiff is typically in some respect
particularly vulnerable and dependant upon the
defendant who, correspondingly, holds
considerable power over the plaintiff's
welfare. In addition, such relations have
often involved some existing or potential
economic advantage to the defendant. Fairness
in such cases thus may require the defendant
to use his power to help the plaintiff, based
upon the plaintiff's expectation of
protection, which itself may be based upon the
defendant's expectation of financial gain. . .
. There is now respectable authority imposing
the same duty upon a shopkeeper to his
business visitor, upon a host to his social
guest, upon a jailor to his prisoner,
and upon
a school to its pupil.
W. Page Keeton, et al.,
Prosser and Keeton on the Law of Torts §
56, at 373-74, 376-77 (5th ed. 1984) (emphasis added). Thus, where
the alleged negligence is premised on a defendant's failure to
protect a plaintiff from a harm that the defendant did not directly
create, as in the instant case, the defendant may be held liable if
a special relationship existed between the parties sufficient to
impose upon the defendant a duty of care.
We believe the factual circumstances and policy considerations
in this case warrant the conclusion that a special relationship
existed between the parties. Various scholars, authorities, and
courts in other jurisdictions considering the issue before us have
recognized that special relationships are most often premised upon
the existence of mutual dependance.
See Edward H. Whang,
Necessary
Roughness: Imposing a Heightened Duty of Care on Colleges for
Injuries of Student-Athletes, 2 Sports Law J. 25, 39 (1995)
(hereinafter Whang); Restatement (Second) of Torts § 314A, cmt.
b (1965);
University of Denver v. Whitlock, 744 P.2d 54, 59-61(Colo.1987) (noting that dependence is a basis for recognizing a
special relationship giving rise to a duty of care);
Beach v.
University of Utah, 726 P.2d 413, 415-16 (Utah 1986) (noting that
the essence of a special relationship is dependence by one party
upon the other or mutual dependence between the parties). Here,
UNC depended upon the cheerleading program for a variety of
benefits. The JV squad was responsible for cheerleading at JV
basketball games, women's basketball games, and wrestling events.
The JV squad represented UNC at a trade show, and often entertained
the Rams Club before games. Plaintiff testified, and Boulton
acknowledged, that the cheerleaders acted as representatives of the
school at official athletic events. Likewise, the cheerleaders
received significant benefits from UNC as a result of participating
in the cheerleading program. They were provided school uniforms
purchased by the school. They were provided transportation by UNC,
and they used university facilities and equipment for practices.
Participation on the JV or varsity squad allowed the student to
satisfy one hour of the school's physical education requirement.
We also find it significant that UNC exerted a considerable
degree of control over its cheerleaders. Typically, schools exert
a high degree of control over many aspects of a student athlete's
life.
See Whang at 43. Here, UNC cheerleaders had to abide by
certain standards of conduct, such as maintaining a minimum GPA and
refraining from drinking alcohol in public. Such control affects
our analysis in at least two ways. First, the argument that a duty
of care should not be imposed upon a school because it may stifle
student autonomy is considerably less compelling where the schoolalready exerts significant control over the students in question.
Second, when a school exerts significant control over students as
a result of their participation in a school-sponsored athletic
activity, the students may have higher expectations with regard to
the protection they will receive from the school. Here, plaintiff
testified that she expected UNC to look out for her, and that she
expected the cheerleaders would be adequately trained. Such
expectations can result in the assumption by a student that, in the
absence of any warning from the school that particular activities
pose a significant risk, such activities have been determined to be
safe. This kind of assumption may then prevent the student from
making an independent assessment of the risk posed by those
activities.
See Whitlock, 744 P.2d at 60 (explaining how increased
control by a university can interfere with a student's ability to
make independent decisions regarding safety).
We find support for our conclusion in the decisions of other
jurisdictions that have addressed similar issues. For example, in
Kleinknecht v. Gettysburg College, 989 F.2d 1360 (3d Cir.1993), the
Third Circuit held that a special relationship existed between the
defendant college and the plaintiff, who was a student
participating in a scheduled practice for an intercollegiate
lacrosse team sponsored by the college. The court placed emphasis
on the fact that the college actively recruited the student,
finding that this fact revealed the extent to which the student's
participation on the team benefitted the school.
See id. at 1368.
We emphasize that our holding is based on the fact that
plaintiff was injured while practicing as part of a school-sponsored, intercollegiate team. Our holding should not be
interpreted as finding a special relationship to exist between a
university, college, or other secondary educational institution,
and every student attending the school, or even every member of a
student group, club, intramural team, or organization. We agree
with the conclusion reached by other jurisdictions addressing this
issue that a university should not generally be an insurer of its
students' safety, and that, therefore, the student-university
relationship, standing alone, does not constitute a special
relationship giving rise to a duty of care.
See Whitlock, 744 P.2d
at 61;
Baldwin v. Zoradi, 123 Cal.App.3d 275, 176 Cal.Rptr. 809
(1981);
Beach, 726 P.2d at 416.
As a result of the special relationship between the parties in
the instant case, defendant and its employees had an affirmative
duty to exercise that degree of care which a reasonable and prudent
person would exercise under the same or similar circumstances.
See, e.g., Hart v. Ivey, 332 N.C. 299, 305, 420 S.E.2d 174, 177-78
(1992). Because the Commission did not make findings or
conclusions as to whether any or all of the alleged omissions of
defendant breached this duty of care, it must now do so. In
determining whether defendant breached this duty, the circumstances
to be considered include, but are not limited to, plaintiff's age,
plaintiff's skill level, and the age and skill level of all the JV
squad members.
See Fisher v. Northwestern State University, 624
So.2d 1308 (La.App. 3 Cir.1993),
cert. denied, 631 So.2d 452
(La.1994) (holding that the special relationship between a school
and a student cheerleader required the school to providesupervision that was reasonable and commensurate with the age of
the student and the attendant circumstances).
Careful consideration should also be given to the various
alleged omissions, articulated by plaintiff throughout the record,
which may have constituted negligence on the part of defendant.
These omissions include, but are not necessarily limited to:
failure to train in safety techniques and cheerleading skills;
failure to provide a coach or supervisor; failure to provide safety
equipment (including but not limited to mats); failure to evaluate
the skill level of the squad members each year to determine the
stunts to be performed; failure to evaluate the physical condition
of the squad members before practices and games; failure to
institute cheerleading guidelines; and failure to specifically
prohibit pyramids above a certain height.
We note that the Order makes no reference to the substance of
the expert testimony offered by the parties. In determining the
amount of supervision and instruction that would have been
reasonable and commensurate with plaintiff's age, plaintiff's skill
level, and the attendant circumstances, the Commission should
consider the opinions set forth in the testimony of the witnesses
qualified to provide an expert opinion. Opinions on the applicable
standard of care were offered by Marc A. Rabinoff, Ed.D., Lance
Wagers, and Robert Stallings. The Commission indicated in its
Order that it considered the testimony of all three witnesses and
all objections regarding these witnesses. Although Stallings was
not formally tendered as an expert witness during his deposition,
the Commission made no indication that any of the testimony offeredby these witnesses was excluded, and, therefore, we presume that
the Commission found all three witnesses to be qualified to provide
expert opinions on the applicable standard of care.
See State v.
White, 340 N.C. 264, 293-94, 457 S.E.2d 841, 858,
cert. denied, 516
U.S. 994, 133 L. Ed. 2d 436 (1995) (holding that formal tendering
of witness as expert is not required and that trial court's finding
as to a witness' qualification to testify as an expert is implicit
in court's admission of testimony). Furthermore, we presume
defendant would not dispute that Stallings is qualified to render
an expert opinion, since UNC employed Stallings as the coach of the
UNC at Wilmington cheerleading squad for two years in 1988-89 and
1989-90.
IV.
[2]We have addressed defendant's affirmative duty, arising
from the special relationship between the parties, to provide that
degree of care which a reasonable and prudent person would exercise
under the same or similar circumstances. In addition, the
undisputed evidence shows that defendant voluntarily undertook to
advise and educate the cheerleaders regarding safety. We believe
that this voluntary undertaking by defendant established a
separate duty of care owed to plaintiff as a matter of law,
independent of the duty of care arising from the special
relationship.
The voluntary undertaking theory has been consistently
recognized in North Carolina, although it is not always designated
as such.
See Pinnix, 242 N.C. at 362, 87 S.E.2d at 897
(recognizing that a duty of care may arise generally by operationof law under application of the basic rule of the common law which
imposes on every person engaged in the prosecution of any
undertaking an obligation to use due care);
Davidson and Jones,
Inc. v. County of New Hanover, 41 N.C. App. 661, 666, 255 S.E.2d
580, 584,
disc. review denied, 298 N.C. 295, 259 S.E.2d 911 (1979)
(recognizing that [t]he law imposes upon every person who enters
upon an active course of conduct the positive duty to exercise
ordinary care to protect others from harm and calls a violation of
that duty negligence). The undertaking theory has been described
as follows:
Akin to the special relationship exceptions is
the undertaking theory implicated when a
defendant voluntarily undertakes to provide
needed services to the plaintiff when
otherwise she would have no obligation. The
agreement may arise from a binding contract
between the parties or from a gratuitous
promise, unenforceable in contract.
Logan § 2.20, at 27. Furthermore, the voluntary undertaking
doctrine has been applied in other jurisdictions under similar
circumstances.
See Furek v. University of Delaware, 594 A.2d 506
(Del.1991) (holding that, pursuant to Restatement (Second) of Torts
§ 323, a university may be liable for a student's injuries during
fraternity hazing activities when the university knows of the
dangers involved in such activities and undertakes to regulate the
activities).
Here, defendant has acknowledged that it assumed certain
responsibilities with regard to teaching the cheerleaders about
safety. Dean Boulton testified: Our position, in terms of
extracurricular activities and our student activities, is to adviseand educate. We have never been in a position where we were
enforcing on any student group unless they were breaking the law.
Our job was to present this information and instruct them.
Boulton further explained that the University['s] responsibility
for student activities is to provide them with the information that
they need relative to safety.
Furthermore, the conduct of various employees of the
university implicitly establishes that the university had
undertaken to advise and educate the cheerleaders regarding safety.
For example, Schroeder's 29 April 1981 letter to the coach of the
cheerleading squad stated that he felt multi-level pyramids should
be prohibited due to the danger to participants. Schroeder's 25
August 1981 letter to the co-captains of the varsity cheerleading
squad urged them to adopt certain safety guidelines, and his letter
in February of 1982 to the varsity squad expressed his belief that
the squad had agreed to abide by particular safety guidelines. In
addition, Schroeder acknowledged receiving the letter from the
Assistant Athletic Director at UNC, asking Schroeder to take
charge of any future decisions with regard to the safety and well-
being of the cheerleading squads. Boulton received a copy of each
and every letter discussed herein regarding cheerleading safety,
and the absence of any documented objection by Boulton in response
to these letters evidences an implicit approval of the university's
undertaking to address this issue. Furthermore, Boulton testified
that the school, through Schroeder and the Department of Student
Affairs, had the responsibility to insure that the information
regarding cheerleading safety, contained in Schroeder's 29 April1981 letter to the cheerleading coach, was communicated to the
cheerleading squads.
In sum, the evidence is uncontroverted that defendant
voluntarily undertook to advise and educate cheerleaders in regard
to safety. Therefore, we hold that defendant owed plaintiff a duty
of care upon which a claim of negligence may be based, independent
of the duty arising from the special relationship between the
parties. Because the Commission failed to identify this duty of
care arising from defendant's voluntary undertaking, the Commission
did not specifically address whether defendant breached this duty,
and upon remand the Commission must do so.
V.
The order of the Industrial Commission denying plaintiff's
claim is reversed, and we remand to the Commission for further
consideration of the evidence.
See Bailey v. Dept. of Mental
Health, 272 N.C. 680, 684, 159 S.E.2d 28, 31 (1968) (remanding case
to Industrial Commission to consider evidence in its true legal
light because factual findings of Commission occurred under a
misapprehension of law). On remand, the Commission must
reconsider the evidence in light of our holding that, because of
the special relationship between the parties, defendant owed
plaintiff an affirmative duty to exercise that degree of care which
a reasonable and prudent person would exercise under the same or
similar circumstances. The Commission then must find all facts
pertinent to this issue, and determine whether defendant, through
any of its named agents, breached this duty.
In addition, the Commission must reconsider the evidence inlight of our holding that defendant voluntarily undertoo
k, and was
therefore legally obligated, to advise and educate the JV squad
members regarding safety. The Commission must find all facts
pertinent to this issue, and determine whether defendant, through
any of its named agents, breached this duty. Should the Commission
find and conclude that defendant breached either or both of these
duties to plaintiff, it must proceed to make findings and
conclusions as to proximate cause, contributory negligence,
assumption of risk, and whether any omission by defendant
constituted willful and wanton conduct.
Reversed and remanded.
Chief Judge EAGLES and Judge SMITH concur.
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