Federal complaint: IAM union opt-out requirement to escape payment for union officials’ political activities violates Supreme Court’s Janus precedent

Austin, TX (May 23, 2019) – A United Airlines fleet service employee has filed a class action lawsuit in the US District Court for the Western District of Texas against the International Association of Machinists and Aerospace Workers (IAM) union challenging its requirement that he “opt-out” of paying for union officials’ political and ideological activities.

According to the complaint, which was filed with free legal aid from the National Right to Work Legal Defense Foundation, the opt-out scheme violates workers’ rights under the Railway Labor Act (RLA), and the First Amendment under the standard laid out in the landmark 2018 Supreme Court decision Janus v. AFSCME. The lawsuit contends that, under Janus as well as the 2012 Knox v. SEIU Supreme Court case – both of which were argued by National Right to Work Foundation staff attorneys – no union dues or fees can be charged beyond the maximum that can legally be required without a worker’s affirmative consent.

The employee, Arthur Baisley, is not a member of the IAM but is still forced to pay union fees. Despite being based in the Right to Work state of Texas, the Railway Labor Act pre-empts state Right to Work protections which make union membership and financial support strictly voluntary. However, under longstanding law even without Right to Work protections, nonmembers cannot be required to fund a union’s ideological activities such as lobbying and politics.

The lawsuit challenges the burdensome procedure IAM union officials created for workers seeking to exercise their right not to fund the “nonchargable” activities. The complaint lays out the convoluted union boss-created process that workers must jump through just to prevent dues from being taken in violation of their First Amendment rights.

Baisley’s experience with these requirements demonstrates how the opt-out procedure is used to violate workers’ rights by getting them to pay for union politics without their consent. Even though he sent a letter to IAM agents in November 2018 to object to funding all union political activities, the union officials only accepted his objection for 2019, and told Baisley he would be required to renew his objection to full dues and fees next year or else be charged for full union dues.

The complaint challenges this union-created policy on the grounds that it “require[s] employees to opt-out of paying union fees that they have no legal obligation to pay” and thus breaches workers’ First Amendment rights. The complaint also alleges that the IAM’s “opt-out requirement” violates the RLA, which governs labor in the air and rail industries and “protects the right of employees to ‘join, organize, or assist in organizing’ a union of their choice as well as the right to refrain from any of those activities.”

The class action lawsuit asks the court to strike down the op-out requirement not only as it is applied to Baisley, but also for his coworkers whose rights are similarly restricted by the IAM’s illegal policy. Union officials would then be required to get nonmember workers to give affirmative consent to paying for union boss activities beyond what nonmember workers can legally be required to subsidize under the RLA.

“For too long union bosses have enforced deliberately complicated opt-out requirements with the aim of trapping workers into paying for union boss politics despite the fact that, as nonmembers, they have already chosen not to affiliate with the union,” said National Right to Work President Mark Mix. “The case shows the far-reaching implications of the Foundation-won Janus v. AFSCME case, which ruled government unions must get public employees to affirmatively consent before funding a union because all speech directed at the government is inherently political.”

“This case simply seeks to apply the same legal standard to workers like Mr. Baisley who are subjected to mandatory union payments under the Railway Labor Act by requiring union officials to get workers to opt-in to the portion of dues that the union already admits is spent on ideological and political activities,” added Mix.

Union agents previously misinformed worker about his rights, and now seek to impose punitive strike fines in internal union kangaroo court

Northampton, Mass. (May 20, 2019) – Matthew Coffey, an employee of a Northampton, MA Stop & Shop, has filed a new unfair labor practice charge against the United Food and Commercial Workers Union (UFCW) Local 1459. Coffey, one of thousands of Stop & Shop employees across New England who were ordered to strike by UFCW union officials in mid-April, added to his earlier charges against the union by alleging that UFCW officials have illegally moved to discipline him for exercising his right to continue to work during the strike.

The new charge points out Coffey had never been a voluntary union member and therefore cannot be subject to internal union discipline, a process in which union officials punish workers who defy their orders. In some instances, union officials have levied fines as high as tens of thousands of dollars against rank-and-file workers they claim to “represent.”

As the charge notes, Coffey had been misled by union officials into believing that Stop & Shop is a “closed shop” since the beginning of his employment in December 2017. He was thus coerced into joining the UFCW thinking that union membership was required to keep his job. It wasn’t until the April strike that he discovered that “closed shops” are illegal under federal law and that he had the right to refrain from formal union membership. Because of this he was never actually a voluntary member of the UFCW, a condition necessary for union discipline to be legally imposed.

Armed with this new knowledge, he filed his first charge against UFCW Local 1459 on April 17 with help from staff attorneys at the National Right to Work Foundation. That charge detailed the union misinformation regarding his legal right to refrain from union membership and resign before the strike. It also detailed harassment he received, including personal slurs, because he continued to work during the strike.

According to Coffey’s new charge, also filed with free legal aid from the Foundation, UFCW Local 1459 officials sent him a letter on April 30 which “inform[ed] him that he would be disciplined” for continuing to perform his job during the strike. The letter demanded that Coffey appear before a union tribunal on May 14 to defend himself from the disciplinary charges.

Because Coffey had never been informed of his right to refrain from union activities, his charge alleges that the proposed disciplinary action is a further breach of his rights under the National Labor Relations Act.

“This case shows that strikes ordered by Big Labor bosses often include violations of workers’ individual rights,” said National Right to Work President Mark Mix. “Matthew Coffey chose to exercise his right to work and support his family, and rather than respect that decision, UFCW bosses are doubling down on their illegal bullying.”

Case highlights need for Right to Work protections for Minnesota workers, to ensure union membership and dues payment are strictly voluntary

Minneapolis, Minn. (May 16, 2019) – An ex-employee of CRH Companies Midwest Region, a building materials supplier, has filed unfair labor practice charges against the Teamsters Local 120 union and his former employer with the National Labor Relations Board (NLRB) after being illegally fired. According to the charges, the worker was told – falsely – by both a Teamsters official and a company representative that he was required to join the union as a condition of employment.

James Connolly was first misinformed by union officials on April 2, when he inquired in an email to a Teamsters Local 120 Agent whether or not he would be compelled into joining the union as part of the job. The union’s reply came the same day, with an official wrongly telling Connolly, “Sorry James but yes you do have to join.” Later, on May 1, a representative of CRH Companies reiterated the same false information to Connolly. Connolly responded to the company in a May 9 email in which he expressed his desire not to join the Teamsters.

The next day, Connolly was fired in an email from his employer, specifically because he did not join the union. He then obtained free legal aid from the National Right to Work Legal Defense Foundation, whose staff attorneys helped him file the NLRB unfair labor practice charges.

Minnesota is not a Right to Work state and thus allows unions to force nonmembers to pay some union fees as a condition of employment. However, all workers have a right not to formally join a union, and termination based on union non-membership is a clear violation of federal law.

Connolly’s charge also requests that the NLRB go to federal court and seek a “Section 10(j)” injunction against both the company and the Teamsters remedying the illegal termination.

“James Connolly is fighting for his rights against union boss bullies who have violated longstanding federal law,” said National Right to Work President Mark Mix. “While this termination is blatantly illegal, it also underscores the need for Minnesota workers to have the protection of a Right to Work law, which would ensure that union membership and financial support are completely voluntary, and at the sole discretion of each individual employee.”

Union boss demanded personal emails of Sacramento-Yolo District workers seeking information about holding a vote to remove the union from their workplace

Sacramento, Calif. (May 15, 2019) – The California Public Employment Relations Board (PERB) has found merit to unfair labor practice charges brought by three Sacramento-Yolo Mosquito & Vector Control District employees. Accordingly, PERB issued unfair labor practice complaints for all three employees against the Operating Engineers Local Union 3 (IOUE). According to the complaint, union officials illegally tried to obtain private correspondence of the employees concerning their right to remove the union from their workplace.

The employees, Brett Day, Ryan Wagner, and Mark Pipkin, were targeted by union officials after they discussed how to exercise their rights as workers under California’s Meyers-Milias-Brown Act (MMBA), which guarantees public workers “the right to refuse to join or participate in the activities of employee organizations” and “the right to represent themselves individually in their employment relations with the public agency.” Union agents requested from their employer all emails the three had sent containing the words or phrases “decertification,” “PERB,” “union,” “decertify,” “how to get rid of union,” “Public Employee Relations Board,” and “Meyers Milias Brown Act.”

The request came as IOUE officials sought to block a push for a decertification election, in which workers would vote in secret to determine whether a majority want to end the union’s monopoly representation. Under the National Right to Work Foundation-won U.S. Supreme Court’s decision in Janus v. AFSCME, the dissenting workers finally have the legal right to stop financial support of the union, but California law still forces the union on them as their monopoly bargaining agent.

Day, Wagner, and Pipkin defended themselves by obtaining free legal aid from National Right to Work Foundation staff attorneys and filing charges with PERB. The workers’ charges argue that the union’s demand for employee emails contravenes the workers’ rights under MMBA and calls for the union to end all its illegal activities, acknowledge the violation of employee rights, and post notices to remind workers of their freedom to refrain from union activities.

Now the PERB has found merit in the employees’ charges that the union, by requesting emails, “interfered with employee rights guaranteed by the Meyers-Milias-Brown Act in violation of section 3506 and thus committed an unfair labor practice.” Absent settlement, the PERB will move to prosecute the union for violating the workers’ legal rights.

“Operating Engineers union bosses are apparently so determined to stop workers from even holding a vote regarding union representation that they resorted to illegal intimidation tactics against the very workers they claim to ‘represent,’” commented National Right to Work Foundation President Mark Mix. “As this case shows, even after the Janus decision recognized public workers’ legal right to stop subsidizing union activities, there remains much work to do to fully protect government employees from coercive union tactics.”

CWA union officials quickly settle: rather than litigate, will stop enforcing unconstitutional policy and refund to workers blocked from stopping forced dues

Columbus, Ohio (May 7, 2019) – A federal First Amendment lawsuit brought by National Right to Work Legal Defense Foundation staff attorneys for a civil servant against Communication Workers of America (CWA) Local 4502 and the City of Columbus has forced union officials to settle.

The settlement ends a union-created “escape period” policy that blocked City of Columbus worker Connie Pennington and hundreds of her coworkers from exercising their constitutional right to refrain from financially supporting the union. Union officials will refund all the money taken from the workers because their legal resignations were blocked under the union-created policy.

Connie Pennington, an employee of the City of Columbus, filed the lawsuit to challenge CWA Local 4502’s so-called “escape period” policy as a violation of her constitutional rights under the National Right to Work Foundation-won Janus v. AFSCME U.S. Supreme Court decision to refrain from financially supporting the union.

After the landmark Janus decision, Pennington resigned her membership and revoked her union dues deduction authorization. However, CWA union officials refused to honor her revocation, instead claiming that she could only stop union dues payments at the end of the monopoly bargaining agreement with her employer in May 2020, leaving her trapped paying forced dues for almost two years.

Faced with being forced to subsidize the union against her will, Pennington sought free legal aid from Foundation staff attorneys. Veteran Foundation staff attorney William Messenger, who argued and won the Janus case at the Supreme Court, sent a letter to CWA Local 4502 union officials for Pennington, reiterating her dues deduction revocation and explaining that a policy blocking her from exercising those rights violated the First Amendment. However, CWA officials continued to refuse to recognize her revocation and continued to deduct union fees from Pennington’s paycheck.

Pennington filed a class action lawsuit with help from Foundation staff attorneys challenging the so-called “escape period” policy as unconstitutional, because it limits when she can exercise her First Amendment rights under Janus and allows CWA Local 4502 officials to collect union dues without her affirmative consent.

In Janus, the Supreme Court ruled it unconstitutional to require public employees to subsidize a labor union. The Court further held that deducting any union dues or fees without a public employee’s affirmative consent violates the employee’s First Amendment rights.

Rather than face Foundation attorneys in court, union officials, concerned about losing even more privileges, settled the lawsuit. Under the terms, union officials and the city of Columbus will stop enforcing the “escape period” policy that trapped workers into paying forced union dues until the end of union officials’ monopoly bargaining contract.

Additionally, union officials will refund to Pennington all union dues deducted from her paycheck after she revoked her dues deduction authorization. Union officials will also identify any other workers whose rights were blocked by the illegal “escape period” policy, honor their requests to resign and revoke their dues deduction authorization, and refund the dues deducted under the policy. The City of Columbus will stop deducting union dues for CWA Local 4502 from any worker who has revoked a dues deduction authorization.

“Ms. Pennington stood up for her rights and successfully defeated this forced-fees, coercive scheme, freeing not just herself but also hundreds of her colleagues,” said Mark Mix, president of the National Right to Work Foundation. “This victory joins previous settlements that have resulted in union bosses dropping illegal restrictions that attempt to keep their forced-dues stream flowing by undermining the First Amendment rights of the workers they claim to ‘represent.’ The National Right to Work Foundation will continue to project public sector employees’ rights under Janus.”

National Right to Work Foundation staff attorneys are providing free legal aid to public sector workers in over two dozen cases across the country to enforce the Janus decision. To assist public employees in learning about their First Amendment rights under Janus, the Foundation established a special website: MyJanusRights.org.

Teamsters agents snatched petitions of workers opposed to Teamsters, refuse to return employees’ petitions, are illegally using list to intimidate workers

Calera, AL (May 3, 2019) – Sulane Lowery, an employee of Sysco Foods of Central Alabama, filed a federal unfair labor practice charge with the National Labor Relations Board (NLRB) against the International Brotherhood of Teamsters and Teamsters Local 612 for violating his and his colleagues’ rights under the National Labor Relations Act.

The charge, filed with free legal aid from the National Right to Work Legal Defense Foundation, details how Teamsters agents violated his rights by physically intimidating Lowery and seizing the petitions he was collecting to oppose the imposition of the Teamsters’ monopoly “representation” on his workplace.

According to the NLRB charge, the Teamsters have targeted workers at the Sysco warehouse where Lowery is employed for Teamsters monopoly representation. Lowery, not wanting to be forced under a one-size-fits-all Teamsters union contract, organized a counter petition drive in opposition to the Teamsters.

According to Lowery’s charge, while he was gathering the petitions from his coworkers several Teamsters agents “ripped from his hands the petitions he was collecting” and proceeded to steal employee information they contained. The attack is believed to be caught on tape by security cameras.

The seized petitions were never returned. The charge notes that the information on the illegally seized petitions continue to be used to unlawfully threaten, restrain, and coerce the workers who are opposed to unionization by the Teamsters.

The charge will now be investigated by the NLRB Region 10 Director, based in Atlanta, Georgia.

“Sulane Lowery is simply exercising his right to oppose Teamsters monopoly unionization, but rather than seeking to convince workers to voluntarily affiliate with their union, Teamsters bullies have resorted to physical intimidation and coercion,” observed National Right to Work President Foundation Mark Mix. “Given Teamsters union bosses’ well-deserved reputation for using violence to shut down dissent, it is critical that the NLRB quickly prosecute the Teamsters for this blatantly illegal behavior.”

Supreme Court’s Janus decision leads AAUP union officials to quickly settle civil rights lawsuit filed by UConn School of Business accounting professor

Storrs, CT (April 24, 2019) – National Right to Work Legal Defense Foundation staff attorneys have secured a victory for a University of Connecticut School of Business professor who filed a lawsuit in January seeking the return of forced union fees seized from him by union officials in violation of his First Amendment rights.

Under the settlement, the American Association of University Professors union (AAUP) has returned $5,251.48 in unlawfully obtained union fees to accounting professor Steven Utke. Union officials were forced to settle because of the Supreme Court’s decision in Janus v. AFSCME, a 2018 Foundation-won case that found that any mandatory union payments taken from public employees without their consent violate their First Amendment constitutional rights.

Since Utke was hired by the university in 2015, AAUP, which has monopoly bargaining powers over all professors, including those opposed to union representation, deducted fees from Utke’s paycheck. Utke was not a member of the AAUP, and further never consented to have the money deducted from his paycheck.

Eventually Utke, with free legal representation from National Right to Work Foundation staff attorneys, filed a federal lawsuit in the United States District Court for Connecticut on January 14, 2019, on the grounds that AAUP officials had infringed his First Amendment rights. The suit cited the Janus v. AFSCME decision, which declared that forced fees for government employees constitute coerced speech and are thus unconstitutional.

Janus v. AFSCME, which was decided in June of 2018, overturned the wrongly-decided 1977 decision in Abood v. Detroit Board of Education that public-sector workers could be compelled as a condition of employment to pay union fees for bargaining-related purposes. In Janus, the Court ruled that it is unconstitutional to require government workers to pay any union dues or fees as a condition of employment, because bargaining with the government is political. Additionally, the Court clarified that no union dues or fees can be taken from workers without their affirmative consent and knowing waiver of their First Amendment right not to financially support a labor union.

Rather than face Foundation staff attorneys in court, AAUP backed down and settled the case earlier this month. Now, as stipulated by the terms of the settlement, AAUP officials have returned to Utke almost four years of union fees seized in violation of his rights plus interest. They further pledged not to collect any dues or fees from Utke’s future wages unless he affirmatively chooses to become a member of AAUP and authorizes such deductions.

“Steven Utke joins the growing ranks of workers across the country who, citing the Janus precedent, are receiving refunds for the forced union fees seized from them by greedy union officials in violation of the First Amendment,” commented National Right to Work Foundation President Mark Mix. “Unfortunately, tens of thousands of other public employees are still waiting for the refunds they should get, with Foundation staff attorneys continuing to litigate numerous such cases.”

Foundation staff attorneys secured the first-in-the-nation refund of forced union dues after Janus for Oregon Department of Fish and Wildlife employee Debora Nearman, and subsequently have won similar refunds for public employees elsewhere.

The Foundation has created a special website, MyJanusRights.org, to assist public employees in exercising their rights under Janus, which was successfully argued by National Right to Work Foundation staff attorney William Messenger.

Minnesota home-based personal care providers argue being forced under SEIU union monopoly ‘representation’ violates their freedom to associate

Washington, D.C. (April 17, 2019) – Today, National Right to Work Legal Defense Foundation staff attorneys filed the final brief in Bierman v. Walz asking the Supreme Court to hear a group of Minnesota home care providers’ challenge to forced union affiliation.

The home care providers are challenging a Minnesota state law used to force tens of thousands of home care providers under union monopoly “representation.” The providers, who work at home caring for disabled family members as part of a state-run Medicaid program, oppose union affiliation.

The case’s lead plaintiff, Teri Bierman, filed the suit with seven other home care providers to challenge a 2013 Minnesota state law used by the Service Employees International Union (SEIU) Healthcare Minnesota to force home care providers to associate with it as a condition of providing care under the state Medicaid program. Bierman v. Walz asks the Supreme Court to declare unconstitutional under the First Amendment’s free association guarantee the unions’ monopoly bargaining privileges, by which a union forces its representation on individuals receiving state funds who do not consent to the representation.

Mark Mix, president of the National Right to Work Foundation, issued the following statement about the case:

“These home care providers are bravely challenging an unconstitutional scheme that compels them to associate with a union to receive state funds to care for their own children in their own homes. We hope the Supreme Court takes this opportunity to apply the First Amendment’s protection of freedom of association to Big Labor’s unparalleled monopoly bargaining ‘representation’ privileges that force individuals to submit to union bosses’ control.”

Background Information

Teri Bierman and the other home care providers provide critical care to their family members who receive state assistance to help pay for their care. Bierman provides care at home for her daughter, who suffers from cerebral palsy and requires care throughout the day. The other plaintiffs in the case care for children diagnosed with severe autism, epilepsy, Rubenstein-Taybi syndrome, or other significant disabilities. Like the other plaintiffs, Bierman receives aid from a Minnesota Medicaid program (which provides funds to families to care for disabled relatives).

By asking the Court to declare monopoly bargaining a violation of the First Amendment, Foundation staff attorneys seek to build off two recent Foundation-won Supreme Court decisions. In the 2014 Harris v. Quinn decision, the Court applied exacting First Amendment scrutiny to rule that providers like the Bierman plaintiffs cannot be required to pay union fees.

Next, in the June 2018 Janus v. AFSCME decision, the Court declared that forced union fees for all public sector employees violate the First Amendment and opened the door to further cases seeking to uphold workers’ rights to freedom of speech and freedom of association. In his opinion for the majority, Justice Samuel Alito wrote for the Court that “designating a union as the employees’ exclusive representative substantially restricts the rights of individual employees.”

Both Harris and Janus were argued by National Right to Work Foundation staff attorney William Messenger, who is also the lead attorney in Bierman v. Walz. Bierman now asks the Supreme Court, for the first time, to apply the same First Amendment standard to forced association as it has already applied to forced subsidies of union speech.