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Cook v. Oregon AFSCME Council 75

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Cook v. Oregon AFSCME Council 75
Case number: 21-480
Status: Closed
Important dates
Filed: June 20, 2018
District court decision:
Feb. 28, 2019
Appeals court decision:
April 27, 2021
Supreme Court decision:
Dec. 6, 2021
District court outcome
Public-sector unions cannot be required to refund agency fees paid prior to Janus v. AFSCME.
Appeals court outcome
The Ninth Circuit affirmed the district court's ruling.
Supreme Court outcome
Certiorari denied.

This case is one of over a hundred public-sector union lawsuits Ballotpedia tracked following the U.S. Supreme Court's 2018 decision in Janus v. AFSCME. These pages were updated through February 2023 and may not reflect subsequent case developments. For more information about Ballotpedia's coverage of public-sector union policy in the United States, click here. Contact our team to suggest an update.

Cook v. Oregon AFSCME Council 75 was decided by the U.S. Court of Appeals for the Ninth Circuit on April 27, 2021. The Ninth Circuit affirmed the U.S. District Court for the District of Oregon's February 2019 dismissal of the suit. The plaintiffs, along with public-sector workers in three other lawsuits, filed a joint petition for a writ of certiorari to the U.S. Supreme Court, which was denied on December 6, 2021. The plaintiffs' complaint, which was filed days before the Supreme Court's decision in Janus v. AFSCME, included challenges to the constitutionality of union membership requirements and fee collection, as well as requests for injunctive and declaratory relief, and for a refund of all agency fees, costs, and attorney’s fees. In Janus, the high court held that public-sector unions cannot require non-members to pay fees to support union activities.[1][2][3][4][5][6]

HIGHLIGHTS
  • The parties to the suit: The plaintiffs were Che’ Cook, Clifford Elliott, Bethany Harrington, William Lehner, Carmen Lewis, and Trudy Metzger, all public employees. The defendant was the Oregon American Federation of State, County, and Municipal Employees Council 75.
  • The issue: Can public-sector unions be held liable for refunding agency fees paid prior to the Supreme Court's ruling in Janus v. AFSCME, which held that such fees are unconstitutional?
  • The presiding judges: Judge Ann Aiken presided over the case in the district court. The three-judge appellate panel included Ninth Circuit Judges Sidney Thomas, Atsushi Wallace Tashima, and Barry Silverman.
  • The outcome: The U.S. Court of Appeals for the Ninth Circuit affirmed the U.S. District Court for the District of Oregon's dismissal of the suit. The Supreme Court denied review.
  • Procedural history

    The plaintiffs were Che’ Cook, Clifford Elliott, Bethany Harrington, William Lehner, Carmen Lewis, and Trudy Metzger, all public employees. They were represented by attorneys from the Freedom Foundation and National Right to Work Legal Defense Foundation, Inc. J. Scott English was a plaintiff during the district court proceedings but was not named as a party to the appeal. The defendant was the Oregon American Federation of State, County, and Municipal Employees Council 75, represented by attorneys from Bennett Hartman Morris & Kaplan, LLP and Altshuler Berzon LLP. Governor Kate Brown (D) and Director Katy Coba of the Oregon Department of Administrative Services were dismissed as state defendants during the district court proceedings on October 11, 2018.

    Below is a brief procedural history of the lawsuit:[1][2][3][4][5][6]

    • June 20, 2018: The plaintiffs first filed their lawsuit on June 20, 2018, in the United States District Court for the District of Oregon. The plaintiffs filed an initial complaint that included challenges to the constitutionality of union membership requirements and fee collection, as well as requests for injunctive and declaratory relief, and for a refund of all agency fees, costs, and attorney’s fees.
    • October 11, 2018: Governor Kate Brown (D) and Director Katy Coba of the Oregon Department of Administrative Services were dismissed as state defendants.
    • February 28, 2019: The district court dismissed the plaintiffs’ complaint.
    • March 11, 2019: An appeal was docketed with the Ninth Circuit U.S. Court of Appeals.
    • September 5, 2019: The appeal proceedings were stayed pending a decision in Danielson v. Inslee.
    • February 4, 2020: Following a decision in Danielson v. Inslee, the parties were instructed to file briefs showing how the decision affected the appeal.
    • April 27, 2021: The U.S. Court of Appeals for the Ninth Circuit affirmed the district court's ruling.
    • September 23, 2021: The plaintiff, along with public-sector workers in three other lawsuits, filed a joint petition for a writ of certiorari to the U.S. Supreme Court.
    • December 6, 2021: The Supreme Court denied review of the case.

    For a list of available case documents, click here.

    Decision

    District court decision

    On February 28, 2019, Judge Ann Aiken issued an order granting the defendant’s motion to dismiss. The order dismissed claims regarding unconstitutionality and requests for injunctive and declaratory relief as moot in light of the union’s compliance with the Janus ruling. Aiken wrote:[3]

    Here, there is no indication that Janus intended to open the floodgates to retroactive monetary relief. Even if Janus does apply retroactively, it does not mean that parties are always retroactively liable for damages. [...] Moreover, the Supreme Court found that applying the good-faith exception to the exclusionary rule did not run afoul of retroactivity. Id.

    Applying Davis's reasoning in the instant case makes clear that allowing AFSCME to avail itself of the good faith defense is not contrary to the retroactivity doctrine. Just like the officer in Davis, AFSCME was "in strict compliance with then-binding [case] law and was not culpable in any way." Id. at 229-30. While this case was pending the Supreme Court overturned Abood and announced a new rule in Janus that made agency fees unlawful. AFSCME immediately complied and, for the reasons outlined above, I find that it is entitled to the good faith defense. Since extending the good faith defense only concerns the appropriate remedy for Plaintiffs, it is consistent with the retroactivity doctrine.[7]

    Aiken was appointed by President Bill Clinton (D).

    Appellate court decision

    On April 27, 2021, a three-judge panel of the U.S. Court of Appeals for the Ninth Circuit—Judges Sidney Thomas, Atsushi Wallace Tashima, and Barry Silverman—affirmed the district court's decision:[4]

    The district court properly granted summary judgment because a public sector union can, as a matter of law, “invoke an affirmative defense of good faith to retrospective monetary liability under section 1983 for the agency fees it collected” prior to the Supreme Court’s decision in Janus v. American Federation of State, County & Municipal Employees, Council 31, 138 S. Ct. 2448 (2018). Danielson, 945 F.3d at 1097-99 (“[P]rivate parties may invoke an affirmative defense of good faith to retrospective monetary liability under42U.S.C.§1983, where they acted in direct reliance on then-binding Supreme Court precedent and presumptively-valid state law.”).[7]

    Thomas, Tashima, and Silverman were appointed to the court by President Bill Clinton (D).

    Legal context

    Janus v. AFSCME (2018)

    See also: Janus v. AFSCME

    On June 27, 2018, the Supreme Court of the United States issued a 5-4 decision in Janus v. American Federation of State, County, and Municipal Employees (Janus v. AFSCME), ruling that public-sector unions cannot compel non-member employees to pay fees to cover the costs of non-political union activities.[8]

    This decision overturned precedent established in Abood v. Detroit Board of Education in 1977. In Abood, the high court held that it was not a violation of employees' free-speech and associational rights to require them to pay fees to support union activities from which they benefited (e.g., collective bargaining, contract administration, etc.). These fees were commonly referred to as agency fees or fair-share fees.[8]

    Justice Samuel Alito authored the opinion for the court majority in Janus, joined by Chief Justice John Roberts and Justices Anthony Kennedy, Clarence Thomas, and Neil Gorsuch. Alito wrote, "Abood was poorly reasoned. It has led to practical problems and abuse. It is inconsistent with other First Amendment cases and has been undermined by more recent decisions. Developments since Abood was handed down have shed new light on the issue of agency fees, and no reliance interests on the part of public-sector unions are sufficient to justify the perpetuation of the free speech violations that Abood has countenanced for the past 41 years. Abood is therefore overruled."[8]

    Related litigation

    To view a complete list of the public-sector labor lawsuits Ballotpedia tracked between 2019 and 2023, click here.


    Number of federal lawsuits by circuit

    Between 2019 and 2023, Ballotpedia tracked 191 federal lawsuits related to public-sector labor laws. The chart below depicts the number of suits per federal judicial circuit (i.e., the jurisdictions in which the suits originated).

    Public-sector labor lawsuits on Ballotpedia

    See also: Public-sector union policy in the United States, 2018-2023

    Click show to view a list of cases with links to our in-depth coverage.

    See also

    External links

    Case documents

    Supreme Court

    Appeals court

    Trial court

    Footnotes