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Locke v. Karass (07-610) 
Public sector union's use of agency fees to finance litigation outside of the bargaining unit 





 

The Maine State Employees Association (MSEA) is the exclusive bargaining agent for certain state workers, and collects compulsory "agency fees" from non-members who are in the bargaining unit. Some of these fees are transferred to Service Employees International Union (SEIU), MSEA's national affiliate. MSEA included in its calculation of chargeable expenditures those costs of litigation (by both itself and SEIU) that was germane to collective bargaining. This meant that nonmembers contributed, through their service fees, to some litigation that was not undertaken specifically for their own bargaining unit, but rather was conducted by or on behalf of other units or the national affiliate, sometimes in other states. Included within this general category of expenditures were the salaries of SEIU's lawyers, and other costs of providing legal services to bargaining units throughout the country. Costs of litigation that was not related to collective bargaining, however, were not included in the service fees assessed to MSEA's nonmembers. 

The 1st Circuit held that MSEA may lawfully charge non-members for this "extra-unit litigation" so long as it is germane to the union's collective bargaining duties. 

 Case below: Locke v. Karass (5th Cir 08/08/2007
Official docket sheet 
Certiorari granted: February 19, 2008. 
Oral argument:  October 6, 2008.    

Question presented:  

In Ellis v. Railway Clerks, this Court unanimously "determined that the [Railway Labor Act], as informed by the First Amendment, prohibits the use of dissenters’ [union] fees for extraunit litigation." Lehnert v. Ferris Faculty Ass’n, 500 U.S. 507, 528 (1981) (opinion of Blackmun, J., citing Ellis, 466 U.S. 435,453 (1984)). In Lehnert, a four-member plurality therefore held "that the Amendment proscribes such assessments in the public sector." Id. Moreover, Justice Scalia’s separate opinion, concurring in part in the judgment announced by Justice Blackmun, reasoned that "there is good reason to treat [Ellis and the Court’s other statutory cases] as merely reflecting the constitutional rule." Id. at 555. 

May a State, nonetheless, consistent with the First and Fourteenth Amendments, condition continued public employment on the payment of agency fees for purposes of financing a monopoly bargaining agent’s affiliates’ litigation outside of a nonunion employee’s bargaining unit? 

Certiorari Documents: 

Briefs on the merits: 

Counsel:

  • For Petitioner: . 
  • For Respondent: .

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