San Jose Teachers Assn. v. Superior Court

700 P.2d 1252, 38 Cal. 3d 839, 215 Cal. Rptr. 250, 1985 Cal. LEXIS 287, 120 L.R.R.M. (BNA) 3190
CourtCalifornia Supreme Court
DecidedJune 24, 1985
DocketS.F. 24793
StatusPublished
Cited by7 cases

This text of 700 P.2d 1252 (San Jose Teachers Assn. v. Superior Court) is published on Counsel Stack Legal Research, covering California Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
San Jose Teachers Assn. v. Superior Court, 700 P.2d 1252, 38 Cal. 3d 839, 215 Cal. Rptr. 250, 1985 Cal. LEXIS 287, 120 L.R.R.M. (BNA) 3190 (Cal. 1985).

Opinion

Opinion

GRODIN, J.

In July 1981 the San Jose Teachers Association (Association) entered into a three-year collective bargaining agreement with the San Jose Unified School District (District), covering the District’s nonmanagement certificated employees. As authorized by California’s Educational Employment Relations Act (EERA) (Gov. Code, § 3540 et seq.), the agreement contained a “service fee” provision, requiring every employee either to become a member of the Association or pay the Association “a service fee in an amount equal to unified membership dues, initiation fees, and general assessments payable to the Association.” Pursuant to Government Code section 3546, subdivision (a), the service fee provisions of the agreement were voted on and approved by a majority of the members of the bargaining unit at an election conducted and certified by the California Public Employment Relations Board (PERB).

In September 1982 the Association brought suit in the Santa Clara County Superior Court against some 108 members of the bargaining unit who, the complaint alleged, had refused and failed either to join the Association or *843 to pay the service fee for the 1981-1982 school year. The complaint alleged that the service fee amount due and owing from each defendant was $302 (except for eight defendants, who owed half that amount), and sought judgment for these sums, plus interest from September 1, 1981.

Defendants, by way of answer, objected to paying the sums equal to dues required to be paid by members of the Association, asserting that some portion of the moneys would be used for purposes other than collective bargaining, contract administration, and grievance adjustment purposes including, but not limited to, political and ideological purposes unrelated to collective bargaining. Use of the money for these latter purposes, defendants alleged, would interfere with their rights of free expression and association protected by the First and Fourteenth Amendments to the United States Constitution, under principles announced by the United States Supreme Court in Abood v. Detroit Board of Education (1977) 431 U.S. 209 [52 L.Ed.2d 261, 97 S.Ct. 1782]. Defendants filed interrogatories, seeking information in support of their claims.

The Association responded with a motion for summary judgment for the full amounts, arguing that defendants’ objections were premature. The lesson to be derived from federal cases, the Association contended, is that employees who object to particular expenditures from the equivalent of union dues must nevertheless pay the full amount and assert their objections later, through request for refund.

In support of its motion, the Association submitted a declaration from the executive director of its parent organization, California Teachers Association (CTA), describing rebate procedures which it had adopted. The procedures so described vary from year to year. Under the most recent version, effective beginning with the 1982-1983 year, each entity which receives a portion of the agency fee (the local association, the CTA, and its parent organization, the National Education Association (NEA)) computes the “rebateable portion,” defined as “that portion of the agency fee which represents political or ideological spending not related to collective bargaining or employment matters.” Nonmembers are notified of the net rebateable amount. If a nonmember disagrees with the rebate offered and requests arbitration, the local association is to inform the CTA, which arranges for an arbitration hearing through the American Arbitration Association. Fees of the arbitrator are paid by CTA. Rebate is made based upon the arbitrator’s award, with interest from September 30 of the appropriate school year to the date of payment.

*844 Beginning in the 1981-1982 year, CTA established an escrow account in an amount equal to the estimated CTA and NBA agency fee political action rebate for that year. The amount per rebate requested placed in escrow was 8 percent of CTA dues and 13 percent of NBA dues. Similar escrow accounts have been established in succeeding years.

Beginning with the 1983-1984 year, in addition to the rebate procedure, those employees who paid an agency fee in 1982-1983 and requested a rebate were entitled to an offset of the rebate amount against their current agency fee. That is, the amount of the 1983-1984 agency fee collected from them was reduced by the amount of the 1982-1983 rebate to which each was entitled. According to the declaration, a similar reduction will also be made in future years.

In addition to the declaration describing the rebate procedures, the Association relied upon California case law to the effect that an action alleging unconstitutional uses of an agency fee must, in the first instance, be brought to the PERB for resolution, since the actions complained of also constitute arguable violations of the EERA. (Leek v. Washington Unified School Dist. (1981) 124 Cal.App.3d 43 [177 Cal.Rptr. 196]; Link v. Antioch Unified School Dist. (1983) 142 Cal.App.3d 765 [191 Cal.Rptr. 264].) On these grounds, the Association contended it was entitled to the money “now.”

The trial court denied the Association’s motion for summary judgment, and the Association sought appellate review through petition for writ of mandate. The Court of Appeal issued an alternative writ but, after hearing, denied the peremptory writ on the merits. We granted petition for hearing in order to consider the complex statutory and constitutional questions thus presented.

I.

When a union brings suit to collect moneys due from public employees pursuant to an agency shop provision of a collective bargaining agreement, what procedures or safeguards are required in order to protect the constitutional rights of those employees who object to use of their contributions for political or ideological purposes, or other purposes unrelated to collective bargaining? 1 That is the principal question presented, and to *845 answer it requires an understanding of five United States Supreme Court decisions; Railway Employes' Dept. v. Hanson (1956) 351 U.S. 225 [100 L.Ed. 1112, 76 S.Ct. 714] (Hanson); Machinists v. Street (1961) 367 U.S. 740 [6 L.Ed.2d 1141, 81 S.Ct. 1784] (Street); Railway Clerks v. Allen (1963) 373 U.S. 113 [10 L.Ed.2d 235, 83 S.Ct. 1158] (Allen); Abood v. Detroit Board of Education, supra, 431 U.S. 209 (Abood); and Ellis v. Brotherhood of Railway etc. Employees

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700 P.2d 1252, 38 Cal. 3d 839, 215 Cal. Rptr. 250, 1985 Cal. LEXIS 287, 120 L.R.R.M. (BNA) 3190, Counsel Stack Legal Research, https://law.counselstack.com/opinion/san-jose-teachers-assn-v-superior-court-cal-1985.