Locke v. Karass | |
---|---|
Argued October 6, 2008 Decided January 21, 2009 | |
Full case name | Daniel B. Locke, et al., Petitioners v. Edward A. Karass, State Controller, et al. |
Docket no. | 07-610 |
Citations | 555 U.S. 207 ( more ) 129 S. Ct. 798; 172 L. Ed. 2d 552; 2009 U.S. LEXIS 590 |
Case history | |
Prior | Preliminary injunction denied, 382 F. Supp. 2d 181 (D. Me. 2005); summary judgment granted in favor of defendants, 425 F. Supp. 2d 137 (D. Me. 2006); affirmed, 498 F.3d 49 (1st Cir. 2007); cert. granted, 552 U.S. 1178(2008). |
Holding | |
The local unit of a union may assess non-members a service fee to cover national litigation if that litigation involves collective bargaining or other issues which could conceivably involve the local unit and if the payment by the local unit is reciprocal. | |
Court membership | |
| |
Case opinions | |
Majority | Breyer, joined unanimously |
Concurrence | Alito, joined by Roberts, Scalia |
Laws applied | |
U.S. Const. amend. I |
Locke v. Karass, 555 U.S. 207 (2009), is a court case in which the Supreme Court of the United States held that the Constitution permits the local chapter of a labor union to charge a "service fee" to non-members to cover non-local litigation expenses if (a) the expenses are "appropriately related to collective bargaining" and (b) there is a reciprocal relationship between the local chapter and the national union. [1] The case expanded on and clarified the earlier Lehnert v. Ferris Faculty Association , [2] which permitted such service fees for non-political activities but did not reach a consensus on whether "national" expenses were chargeable. [3]
The Maine State Employees Association is the exclusive bargaining agent for certain employees of Maine's executive branch. [4] The Association is also Local 1989 of the Service Employees International Union (SEIU). Per the terms of Maine's collective bargaining agreement with the association all non-member employees represented by the union must pay a "service fee"; effectively union dues but recalculated to include only the amount which would go to "ordinary representational activities, e.g., collective bargaining or contract administration." [5] The Supreme Court previously upheld such arrangements in Lehnert, but was unable to reach agreement on whether national litigation was "chargeable": that is, whether a union may include such costs as part of a service fee charged to non-union employees. [3]
Non-member employees challenged the inclusion of national litigation costs by the parent SEIU in arbitration but the arbitrator deemed the inclusion lawful. [6] Concurrent with the arbitration the employees brought suit in federal court, alleging a First Amendment violation. The District Court found the fee lawful, [7] and the Court of Appeals upheld the District Court on appeal. [8] The Supreme Court granted certiorari to resolve a split between the circuits. [9]
The Supreme Court held that the local unit of a union may assess non-members a service fee to cover national litigation if that litigation involves collective bargaining or other issues which could conceivably involve the local unit and if the payment by the local unit is reciprocal. Justice Breyer wrote for a unanimous court; Justice Alito wrote a concurrence in which Chief Justice Roberts and Justice Scalia joined.
The central question was whether the national litigation fee caused a First Amendment problem. Prior rulings by the court permitted a so-called "service fee" provided that the fees did not include political and/or ideological activities, which would have the effect of forcing employees to underwrite political speech. Previous rulings, including Ellis and Lehnert, had not resolved this question. To address the issue Breyer's opinion introduced a two-factor test: a national litigation fee is chargeable "if (1) the subject matter of the national litigation bears an appropriate relation to collective bargaining and (2) the arrangement is reciprocal—that is, the local's payment to the national affiliate is for 'services that may ultimately inure to the benefit of the members of the local union by virtue of their membership in the parent organization.'" [10]
Alito wrote a concurring opinion noting that the question of what "reciprocity" was had not been reached, given that all the courts had agreed, and the petitioners had not challenged, that reciprocity (whatever that was) existed between the local unit and the national union. [11]
In the context of labor law in the United States, the term "right-to-work laws" refers to state laws that prohibit union security agreements between employers and labor unions which require employees who are not union members to contribute to the costs of union representation. Unlike the right to work definition as a human right in international law, U.S. right-to-work laws do not aim to provide a general guarantee of employment to people seeking work but rather guarantee an employee's right to refrain from paying or being a member of a financially supporting collective bargaining organization.
Service Employees International Union (SEIU) is a labor union representing almost 1.9 million workers in over 100 occupations in the United States and Canada. SEIU is focused on organizing workers in three sectors: healthcare, including hospital, home care and nursing home workers; public services ; and property services.
In labor law, a union shop, also known as a post-entry closed shop, is a form of a union security clause. Under this, the employer agrees to either only hire labor union members or to require that any new employees who are not already union members become members within a certain amount of time. Use of the union shop varies widely from nation to nation, depending on the level of protection given trade unions in general.
A union security agreement is a contractual agreement, usually part of a union collective bargaining agreement, in which an employer and a trade or labor union agree on the extent to which the union may compel employees to join the union, and/or whether the employer will collect dues, fees, and assessments on behalf of the union.
United States labor law sets the rights and duties for employees, labor unions, and employers in the United States. Labor law's basic aim is to remedy the "inequality of bargaining power" between employees and employers, especially employers "organized in the corporate or other forms of ownership association". Over the 20th century, federal law created minimum social and economic rights, and encouraged state laws to go beyond the minimum to favor employees. The Fair Labor Standards Act of 1938 requires a federal minimum wage, currently $7.25 but higher in 29 states and D.C., and discourages working weeks over 40 hours through time-and-a-half overtime pay. There are no federal laws, and few state laws, requiring paid holidays or paid family leave. The Family and Medical Leave Act of 1993 creates a limited right to 12 weeks of unpaid leave in larger employers. There is no automatic right to an occupational pension beyond federally guaranteed Social Security, but the Employee Retirement Income Security Act of 1974 requires standards of prudent management and good governance if employers agree to provide pensions, health plans or other benefits. The Occupational Safety and Health Act of 1970 requires employees have a safe system of work.
The duty of fair representation is incumbent upon Canadian and U.S. labor unions that are the exclusive bargaining representative of workers in a particular group. It is the obligation to represent all employees fairly, in good faith, and without discrimination.
Proposition 75 was a ballot proposition in the California special election, 2005.
The Evergreen Freedom Foundation, operating as the Freedom Foundation, is a free market conservative think tank founded in the state of Washington. Freedom Foundation has offices in Washington, Oregon, California, Pennsylvania, and Ohio. In 2021, they announced their national expansion into all 50 states. The organization is registered with the United States Internal Revenue Service (IRS) as a 501(c)(3) charitable organization.
Lehnert v. Ferris Faculty Association, 500 U.S. 507 (1991), deals with First Amendment rights and unions in public employment.
The National Right to Work Legal Defense Foundation, established in 1968, is a nonprofit organization that seeks to advance right-to-work laws in the United States.
Davenport v. Washington Education Association, 551 U.S. 177 (2007), is a ruling by the Supreme Court of the United States in which the Court held that it does not violate the First Amendment for a state to require its public-sector unions to receive affirmative authorization from a non-member before spending that nonmember's agency fees for election-related purposes.
A side letter, or side agreement, is a collective bargaining agreement that is not part of the underlying or primary collective bargaining agreement (CBA) but is used by the parties to the contract to reach agreement on issues that the CBA does not cover, to clarify issues in the CBA or to modify the CBA. One may distinguish side letters from "side settlements", or "settlement agreements", which settle a dispute arising from the underlying CBA. In rare cases, bargaining parties may use a side letter to adjust the focus of the contract if the parties are not yet ready or willing to adapt the contract formally.
Communications Workers of America v. Beck, 487 U.S. 735 (1988), is a decision by the United States Supreme Court which held that, in a union security agreement, unions are authorized by statute to collect from non-members only those fees and dues necessary to perform its duties as a collective bargaining representative. The rights identified by the Court in Communications Workers of America v. Beck have since come to be known as "Beck rights," and defining what Beck rights are and how a union must fulfill its duties regarding them is an active area of modern United States labor law.
Abood v. Detroit Board of Education, 431 U.S. 209 (1977), was a US labor law case where the United States Supreme Court upheld the maintaining of a union shop in a public workplace. Public school teachers in Detroit had sought to overturn the requirement that they pay fees equivalent to union dues on the grounds that they opposed public sector collective bargaining and objected to the political activities of the union. In a unanimous decision, the Court affirmed that the union shop, legal in the private sector, is also legal in the public sector. They found that non-members may be assessed agency fees to recover the costs of "collective bargaining, contract administration, and grievance adjustment purposes" while insisting that objectors to union membership or policy may not have their dues used for other ideological or political purposes.
14 Penn Plaza LLC v. Pyett, 556 U.S. 247 (2009), is a United States labor law case decided by the United States Supreme Court on the rights of unionized workers to sue their employer for age discrimination. In this 2009 decision, the Court decided that whenever a union contract "clearly and unmistakably" requires that all age discrimination claims under the Age Discrimination in Employment Act of 1967 be decided through arbitration, then employees subject to that contract cannot have those claims heard in court.
Harris v. Quinn, 573 U.S. 616 (2014), is a US labor law case of the United States Supreme Court regarding provisions of Illinois state law that allowed a union security agreement. Since the Taft-Hartley Act of 1947 prohibited the closed shop, states could still choose whether to allow unions to collect fees from non-union members since the collective agreements with the employer would still benefit non-union members. The Court decided 5–4 that Illinois's Public Labor Relations Act, which permitted the union security agreements, violated the First Amendment. A similar case was decided by the Court in 2018, Janus v AFSCME, overturning the Court's unanimous decision in Abood v. Detroit Board of Education (1977) which the appeals court had upheld in Harris.
Knox v. Service Employees International Union, 567 U.S. 298 (2012), is a United States constitutional law case. The United States Supreme Court held in a 7–2 decision that Dianne Knox and other non-members of the Service Employees International Union did not receive the required notice of a $12 million assessment the union charged them to raise money for the union's political fund. In a tighter 5–4 ruling, the court further held that the long-standing precedent, the First Amendment requirement that non-union members covered by union contracts be given the chance to "opt out" of special fees was insufficient. Setting new precedent, the majority ruled that non-members shall be sent notice giving them the option to opt into special fees.
Friedrichs v. California Teachers Association, 578 U.S. ___ (2016), is a United States labor law case that came before the Supreme Court of the United States. At issue in the case was whether Abood v. Detroit Board of Education (1977) should be overruled, with public-sector "agency shop" arrangements invalidated under the First Amendment, and whether it violates the First Amendment to require that public employees affirmatively object to subsidizing nonchargeable speech by public-sector unions, rather than requiring employees to consent affirmatively to subsidizing such speech. Specifically, the case concerned public sector collective bargaining by the California Teachers Association, an affiliate of the National Education Association.
The Maine Service Employees Association is a public sector trade union in the U.S. state of Maine. It has been part of the Service Employees International Union since 1988, though it formed earlier. Its newspaper is called the Maine Stater. MSEA SEIU 1989 voted to change their name from Maine State Employees Association to Maine Service Employees Association.
Janus v. American Federation of State, County, and Municipal Employees, Council 31, No. 16-1466, 585 U.S. ___ (2018), abbreviated Janus v. AFSCME, was a landmark decision of the US Supreme Court on US labor law, concerning the power of labor unions to collect fees from non-union members. Under the Taft–Hartley Act of 1947, which applies to the private sector, union security agreements can be allowed by state law. The Supreme Court ruled that such union fees in the public sector violate the First Amendment right to free speech, overturning the 1977 decision in Abood v. Detroit Board of Education that had previously allowed such fees.