Beckhart v. Jefferson County Board of Education

486 S.W.3d 886, 2015 Ky. App. LEXIS 86, 203 L.R.R.M. (BNA) 3301, 2015 WL 3525107
CourtCourt of Appeals of Kentucky
DecidedJune 5, 2015
DocketNO. 2014-CA-000530-MR
StatusPublished
Cited by1 cases

This text of 486 S.W.3d 886 (Beckhart v. Jefferson County Board of Education) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beckhart v. Jefferson County Board of Education, 486 S.W.3d 886, 2015 Ky. App. LEXIS 86, 203 L.R.R.M. (BNA) 3301, 2015 WL 3525107 (Ky. Ct. App. 2015).

Opinion

OPINION

COMBS, JUDGE:

This case involves several agreements entered into by the Jefferson County Board of Education following a collective bargaining process. Sherri Beckhart, Melinda Diemer, Melissa Shina, and Kelli Thomas for themselves — and on behalf of a proposed class of those similarly situated — appeal from an opinion and order of the Jefferson Circuit Court dismissing their action for declaratory and injunctive relief filed against the Jefferson County Board of Education; Donna Hargens, in her official capacity as Superintendent of Jefferson County Public Schools; and Jefferson County Association of Educational Support Personnel/American Federation of State, County, and Municipal Employees, Local 4011 (“the Union”). Bechart, Diem-er, Shina, and Thomas, who are non-teaching employees of the Jefferson County Public Schools in positions classified as “Job Family 1A,” argue that the trial court erred by dismissing their lawsuit because they contend that the Board of Education lacked authority to enter into a series of collective bargaining agreements essentially making the Union the “exclusive bargaining representative” of all Job Family 1A employees. After our review, we affirm.

Bechart, Diemer, Shina, and Thomas (who identified themselves in these proceedings as Non-union Employees) filed a complaint against the Board of Education, its superintendent, and the Union on October 28, 2013. Attached to their complaint were affidavits indicating that although none of them had elected to become members of the Union, each nonetheless had been required to pay a “fair share” fee through an automatic deduction from their wages since January 2010. The “fair share” fee had been collected from all employees who had declined union member[889]*889ship but who were nevertheless included in a collective bargaining unit. The fees were collected in lieu of union dues. According to the terms of the challenged collective bargaining agreements, the fees were equal to that portion of the dues that the union was entitled to be paid under applicable federal and state law for representing the interests of non-member employees in matters of collective bargaining, grievance resolution, and contract administration. The Non-union Employees also sought to assert claims on behalf of a putative class of similarly situated nonmember employees.

On December 9, 2013, Superintendent Hargens and the Board of Education filed a motion to dismiss the action in its entirety. The Union filed a similar motion on December 10,2013. The defendants relied on the decision of the Supreme Court of Kentucky in Housing Auth. of Louisville v. Service Employees Int’l Union, Local 557, 885 S.W.2d 692 (Ky.1994). Based on that case, they argued that where a union is the “official representative” of a .bargaining unit of employees, a public employer has the authority to enter into a collective bargaining agreement in which the employer agrees to withhold union dues from union members or a “fair share” fee from employees who are not union members but who are eligible for representation by the union. The Union and the Board of Edueátion contended that the “fair share” provisions of the challenged collective bargaining agreements were specifically authorized by federal and state law.

In response to the motions to dismiss, the Non-union Employees argued that the single issue before the court concerned the scope of the authority of the Board of Education: (1) to designate the Union as the exclusive bargaining representative for all Job Family 1A classified employees and then (2) to enter into binding agreements with the Union setting the terms and conditions of employment for all such classified employees — including those, who had not designated the Union as their bargaining representative. The Non-union Employees explained that their claim was based upon the holding of the Supreme Court of Kentucky in Board of Trustees of the University of Kentucky v. Public Employee Council No. 51, American Federation of State, County and Municipal Employees, AFL-CIO, 571 S.W.2d 616 (Ky.1978), and the holding of the. Kentucky Court of Appeals in Fayette County Edt Ass’n v. Hardy, 626 S.W.2d 217 (Ky.App.1980). However, recognizing the precedent of Housing Auth. of Louisville v. Service Employees International Union, Local 557, 885 S.W.2d 692 (Ky.1994), they conceded that if thé Board of Education had authority to designate the Union as the bargaining representative for all of its employees, then the “fair share” fee collected through an automatic deduction from their wages was also valid.

In an opinion and order entered on March 4, 2014, the Jefferson Circuit Court determined that the central issue was one of law: whether the Board of Education may enter into a collective bargaining agreement that applies to all members of the represented unit, including those who are not union members. The circuit court observed that because there had been no competition among multiple unions for the right to negotiate for certain discrete groups of employees, the Board of Education did not exceed its authority to enter into an agreement that designated the Union as the “official bargaining representative.” This appeal followed.

In determining our standard, of review, we note that the Board of Education and the Union filed motions pursuant to the provisions of Kentucky Rule[s] [890]*890of Civil Procedure (OR) 12.02(f). = This rule authorizes judgment in favor of a defendant on the basis of the plaintiffs “failure to state a claim upon which relief can be granted.” When a defendant invokes this rule, if “matters outside the pleading are presented to -and not excluded by the court, the motion shall be treated as one for summary judgment and disposed of as provided in Rule 56.... ” Since the trial court did not rely on matters outside the pleadings, we must presume that the motions to dismiss were not eligible to be treated as motions for summary judgment. Consequently, our analysis on appeal will be undertaken pursuant to the standard set forth in CR 12.02(f) requiring a de novo review. We must .affirm the trial court’s granting of a motion to dismiss if the plaintiffs do not appear “to. be entitled to relief under any set of facts which could be proven in support of [their] claim.” Morgan v. Bird, 289 S.W.3d 222, 226 (Ky.App.2009). In making that determination, we must construe the pleadings in a light most favorable to the plaintiffs opposing the motion. Thus, the issue is purely a matter of law.

The National Labor Relations Act leaves regulation of the labor relations of state and local governments to the states. 29 U.S.C. § 152(2). In Board of Trustees of the University of Kentucky, supra, the Supreme Court of Kentucky observed that public employees do not have a constitutional right to strike or to engage in concerted work stoppages.

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Bluebook (online)
486 S.W.3d 886, 2015 Ky. App. LEXIS 86, 203 L.R.R.M. (BNA) 3301, 2015 WL 3525107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beckhart-v-jefferson-county-board-of-education-kyctapp-2015.