State ex rel. Public Disclosure Commission v. Washington Education Ass'n

117 Wash. App. 625
CourtCourt of Appeals of Washington
DecidedJune 24, 2003
DocketNo. 28264-0-II
StatusPublished
Cited by8 cases

This text of 117 Wash. App. 625 (State ex rel. Public Disclosure Commission v. Washington Education Ass'n) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
State ex rel. Public Disclosure Commission v. Washington Education Ass'n, 117 Wash. App. 625 (Wash. Ct. App. 2003).

Opinions

Bridgewater, J.

The State sued the Washington Education Association (WEA) alleging that it had violated RCW 42.17.760 by using nonunion employees’ (nonmembers) agency fees to make political expenditures without their affirmative authorization. Based on United States Supreme Court case law that (1) mandates a balancing between members’ and nonmembers’ First Amendment free speech and association rights and (2) approves of a procedure that requires nonmembers to exercise their rights by objecting or “opting out,” we hold that RCW 42.17.760 is unconstitutional because, by requiring an “opt in” procedure, it presumes that nonmembers object to the use of their fees for political purposes. Accordingly, we reverse.

WEA is a labor organization and the exclusive bargaining representative for some 70,000 Washington public educational employees. As bargaining representative, WEA has a statutory duty to represent every employee in the bargaining unit, members and nonmembers alike.1 The collective bargaining agreement between WEA and the State includes an agency shop provision that requires all nonmembers to pay service fees; nonmembers are employees who are in the bargaining unit but who choose not to join WEA. Less than five percent of Washington public educational employees choose to be nonmembers.

Forcing nonmembers to contribute money to a labor union amounts to compelled association with the union and [628]*628impacts2 their First Amendment free speech and association rights.3 The First Amendment provides: “Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof; or abridging the freedom of speech, or of the press; or the right of the people peaceably to assemble, and to petition the government for a redress of grievances.”4 Nevertheless, the State’s interest in facilitating collective bargaining and preventing free riders justifies the compelled association.5 Free riders are “employees in the bargaining unit on whose behalf the union [is] obliged to perform its statutory functions, but who refusfe] to contribute to the cost thereof.”6

Members pay dues to WEA; nonmembers pay agency fees.7 But under RCW 41.59.060(2) and RCW 41.59.100, agency fees are equivalent to member dues.8

A union’s expenditures fall into two categories: (1) chargeable expenditures, those related to collective bargaining and representational activities and (2) nonchargeable expenditures, those unrelated to collective bargaining, including political and ideological expenditures. Because nonmembers pay fees that are equivalent to member dues, they are, in effect, contributing funds for nonchargeable and political expenditures. This also impacts nonmembers’ constitutional rights because nonmembers are compelled to make contributions for political purposes.9

[629]*629Under WEA’s current practices, nonmembers who object to paying fees for the union’s nonchargeable expenditures (objectors) are required to pay only the chargeable portion of the fee, the fair share fee. WEA annually calculates the fair share fee.

Each fall, WEA sends letters to nonmembers notifying them of their right to object to paying fees for nonchargeable expenditures and to challenge WEA’s calculation of the fair share fee. The letters include deadlines and detailed financial information regarding WEA’s expenditures so that nonmembers can decide whether to object. When nonmembers object, an arbitrator determines the fair share fee. Pending the outcome of the arbitration, WEA escrows any fees that are reasonably in dispute. WEA refunds to objectors the nonchargeable portion of the fee.

Nonmembers who do not object to paying fees for nonchargeable expenditures (nonobjectors) do not receive refunds. Instead, their fees are transferred from escrow to WEA’s general account and commingled with member dues. WEA makes its nonchargeable expenditures from that account.

In August 2000, the Evergreen Freedom Foundation (EFF) filed a complaint with the Public Disclosure Commission (PDC) under RCW 42.17.400(4). EFF alleged that WEA was violating RCW 42.17.760 by using agency fees to make political expenditures without nonmembers’ affirmative authorization. RCW 42.17.760 provides:

A labor organization may not use agency shop fees paid by an individual who is not a member of the organization to make contributions or expenditures to influence an election or to operate a political committee, unless affirmatively authorized by the individual.[10]

To avoid another lawsuit with EFF,* 11 WEA entered into a stipulation with the PDC acknowledging that it violated [630]*630RCW 42.17.760 during its 1999-2000 fiscal year. The PDC referred the matter to the Attorney General’s Office for prosecution, believing that its administrative penalty was insufficient to address the stipulated violations. A larger penalty is available in superior court.12

The State sued WEA, alleging that it violated RCW 42.17.760 during the previous five years, 1996 to 2000.13 Both parties moved for summary judgment.

The superior court granted the State’s motion for partial summary judgment, ruling that RCW 42.17.760 requires affirmative authorization from nonmembers before a union may either collect or use agency fees for political expenditures. The court also denied WEA’s motion for summary judgment, ruling that RCW 42.17.760 is constitutional, that it did not unconstitutionally amend RCW 41.59.100, and that WEA’s fee collection procedures did not satisfy RCW 42.17.760’s affirmative authorization requirement. The superior court reserved for trial the issue of whether WEA had “used” agency fees for political expenditures.14

At trial, several accountants offered differing opinions on whether WEA had used agency fees to make political expenditures.

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Related

Davenport v. Washington Education Ass'n
147 Wash. App. 704 (Court of Appeals of Washington, 2008)
Davenport v. Washington Educ. Ass'n
197 P.3d 686 (Court of Appeals of Washington, 2008)
State v. Permanent Offense
150 P.3d 568 (Court of Appeals of Washington, 2006)
State ex rel. Public Disclosure Commission v. Permanent Offense
150 P.3d 568 (Court of Appeals of Washington, 2006)
State ex rel. Public Disclosure Commission v. Washington Education Ass'n
156 Wash. 2d 543 (Washington Supreme Court, 2006)
State Ex Rel. Public Disclosure Comm. v. Wea
130 P.3d 352 (Washington Supreme Court, 2006)
State ex rel. Pub. Disclosure Comm'n v. Wash. Educ. Ass'n
84 P.3d 1229 (Washington Supreme Court, 2004)

Cite This Page — Counsel Stack

Bluebook (online)
117 Wash. App. 625, Counsel Stack Legal Research, https://law.counselstack.com/opinion/state-ex-rel-public-disclosure-commission-v-washington-education-assn-washctapp-2003.