Brookline Educators Ass'n v. Avery

2006 Mass. App. Div. 63
CourtMassachusetts District Court, Appellate Division
DecidedApril 15, 2006
StatusPublished

This text of 2006 Mass. App. Div. 63 (Brookline Educators Ass'n v. Avery) is published on Counsel Stack Legal Research, covering Massachusetts District Court, Appellate Division primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brookline Educators Ass'n v. Avery, 2006 Mass. App. Div. 63 (Mass. Ct. App. 2006).

Opinion

Barrett, J.

The Brookline Educators Association (“BEA”) is the local labor union for teachers and other school personnel employed by the Town of Brookline, and is an affiliate of the Massachusetts Teachers Association (“MTA”) and the National Education Association (“NEA”). The six individual defendants (the “teachers”) were members of the collective bargaining unit represented by the BEA, but were not members of that union. Pursuant to G.L.c. 150E, §12 and the collective bargaining agreements between the BEA and the Brookline School Committee, the BEA, MTA and NEA (collectively, the “union”) brought this action to collect unpaid agency service fees for the school years 1993-94,1994-95,1995-96 and 1996-97 allegedly owed by the nonmember teachers.4

The teachers’ answer and counterclaim sought declaratory and injunctive relief as well as damages and attorney’s fees for the union’s alleged violation of their constitutional rights in demanding agency service fees in excess of the union’s actual collective bargaining expenses. The counterclaim was dismissed upon the courts allowance of the union’s motion for judgment on the pleadings. The court also allowed the union’s motion to stay discovery, thereby foreclosing the teachers’ requests for production by the BEA and MTA of a broad range of financial and administrative documents.

The union moved for summary judgment, and the teachers responded with a cross-motion for partial summary judgment challenging the adequacy of the demands for the union agency service fee for three of the four school years in question. They also submitted a Mass. R. Civ. R, Rule 56 (f), affidavit by their counsel asserting that the courts order to stay discovery was preventing the teachers from obtaining information required for the formulation of an adequate defense. The trial court allowed the Association’s motion to strike the Rule 56(f) affidavit of the teachers’ counsel, and also granted summary judgment in favor of the union [64]*64on the ground that “[t]he defendants did not raise timely objections to the assessment of the plaintiffs agency fee nor did they file their complaints with the Mass. Labor Relations Comm.” This Dist./Mun. Cts. R. A. D. A., Rule 8C, appeal by the teachers followed.

Summary judgment was properly granted only if the Association satisfied its burden, as the Rule 56 moving parly, of affirmatively establishing that there is no genuine issue of material fact in this case and that it was entitled to judgment in its favor as a matter of law. O’Sullivan v. Shaw, 431 Mass. 201, 203 (2000). In deciding that issue, we view the evidence in the light most favorable to the teachers. Alba v. Raytheon Co., 441 Mass. 836, 840 (2004).

It is undisputed that, whether motivated by political, ideological or purely pragmatic considerations, the teachers had the First Amendment right to decline membership in the union. The parties also agree that the corollary of that right was the teachers’ statutory and contractual obligation to pay their proportionate share of the collective bargaining expenses incurred by the union in negotiating and securing employment rights and benefits (salaries, vacation and sick time, health insurance etc.) for the bargaining unit in which the teachers were included. An “agency service fee” is the amount owed by a non-union employee for his or her share of collective bargaining expenses, and may not exceed the amount of dues charged to a member for the union’s bargaining activities.

Article 4.30 of the parties’ collective bargaining agreement5 authorized the union to set the agency service fee in an amount equal to “the cost of collective bargaining and contract administration,” “to administer procedures relating to the fees in accordance with all applicable laws and regulations,” and to “pursue payment through whatever legal means it deem[ed] appropriate.” The “applicable laws and regulations” governing service fees include the requirements for a union’s fee demand and for a nonmember’s challenge of the validity or amount of the fee set forth in the Labor Relations Commission’s [the “Commission”] Regulations, 456 CMR 17.00 et seq. Sections 17.06(1) and (2) state: “(1) Employees may challenge the validity or amount of a service fee by filing a prohibited practice charge with the Commission ... (2) within six months of the union’s fee demand. ...” The parties’ collective bargaining agreement also provided a “rebate procedure” for contesting the amount of service fees. It is undisputed that the teachers failed to pursue either of these administrative avenues for challenging the fees in question.

While it is settled that a non-union employee is not required to resort to the union’s rebate procedure, Harrison v. Massachusetts Society of Professors/Faculty Staff Union, 405 Mass. 56, 64-65 (1989), it appears equally clear that a determination by the Labor Relations Commission of at least the amount of disputed service fees is necessary. ‘The doctrine of primary jurisdiction... counsels a court to stay its hand when the issue in litigation is within the special competence of an agency. ...” School Committee of Greenfield v. Greenfield Education Ass’n, 385 Mass. 70, 76 (1982), quoting Murphy v. Administrator of the Div. of Personnel Administration, 377 Mass. 217, 221 (1979). As the calculation of fees in the “specific factual context” of each non-union employee’s case is “within the expertise and primary jurisdiction of the commission,” “challenges to the amount of the agency service fee ... are to be decided by the commission in the first instance.” Harrison, supra, at 59-60, citing Greenfield, supra, at 76. Thus, the teacher’s failure to pursue administrative remedies would have automatically constituted a waiver in this case of their service fee objections had those objections been limited to the dollar amount of the fees.

[65]*65However, “constitutional issues” raised by a non-union employee’s claims are not “committed to the commission,” Harrison, supra, at 59, and “constitutional challenges to the procedure by which agency fees are determined ... are appropriate for judicial determination” prior to administrative review. Id. at 60. As a union’s “mere demand” for service fees necessarily “implicates nonmembers’ constitutional rights,” Id. at 62, citing Chicago Teachers Union Local No. 1 v. Hudson, 475 U.S. 292, 309 (1986), the teachers were entitled to seek judicial review of the constitutional adequacy and validity of the union’s fee demands without first filing a complaint with the Labor Relations Commission.6

Moreover, the record before the trial court and on this appeal clearly indicates that the teachers had valid grounds for contesting the union’s fee demands. The demands for school years 1993-1994, 19941995 and 1995-1996 appear patently insufficient to pass constitutional muster in that they failed to include a listing of BEA’s “major categories of expenses,” with “verification by an independent auditor.” Chicago Teachers Union, Local No. 1 v. Hudson, supra, at 207 n.18. Such a breakdown of expenses is essential to enable a non-union employee to determine if the agency service fee demanded is a proper pro rata charge for the union’s “costs of collective bargaining, contract administration and grievance adjustment,” Id.

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Related

Abood v. Detroit Board of Education
431 U.S. 209 (Supreme Court, 1977)
Chicago Teachers Union, Local No. 1 v. Hudson
475 U.S. 292 (Supreme Court, 1986)
School Comm. of Greenfield v. Greenfield Educ. Ass'n
431 N.E.2d 180 (Massachusetts Supreme Judicial Court, 1982)
Murphy v. ADMINISTRATOR OF THE DIV OF PERSONNEL ADMIN.
386 N.E.2d 211 (Massachusetts Supreme Judicial Court, 1979)
Harrison v. Massachusetts Society of Professors/Faculty Staff Union/MTA/NEA
405 Mass. 56 (Massachusetts Supreme Judicial Court, 1989)
Wareham Education Ass'n v. Labor Relations Commission
430 Mass. 81 (Massachusetts Supreme Judicial Court, 1999)
O'Sullivan v. Shaw
726 N.E.2d 951 (Massachusetts Supreme Judicial Court, 2000)
Belhumeur v. Labor Relations Commission
735 N.E.2d 860 (Massachusetts Supreme Judicial Court, 2000)
Alba v. Raytheon Co.
441 Mass. 836 (Massachusetts Supreme Judicial Court, 2004)

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2006 Mass. App. Div. 63, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brookline-educators-assn-v-avery-massdistctapp-2006.