# Amicus Curiae Brief — Friedrichs v. Cal. Teachers Ass'n, 135 S. Ct. 2933 (2015) (No. 14-915)

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## Record

- **Collection:** Supreme Court brief
- **Document type:** Amicus Curiae Brief
- **Published:** January 1, 2015

## Text

No. 14-915

IN THE
Supreme Court of the United States

REBECCA FRIEDRICHS, ET AL..,

Petitioners,
v.

CALIFORNIA TEACHERS ASSOCIATION, ET AL.,
Respondents.

On Petition For A Writ Of Certiorari
To The United States Court Of Appeals
For The Ninth Circuit

BRIEF OF FORMER CALIFORNIA GOVERNOR
PETE WILSON, FORMER CALIFORNIA SENATE

MAJORITY LEADER GLORIA ROMERO,

PACIFIC RESEARCH INSTITUTE, AND BIPARTISAN

CALIFORNIA EDUCATORS AND SCHOLARS AS
AMICI CURIAE IN SUPPORT OF PETITIONERS

KEVIN J. RING-DOWELL THEODORE B. OLSON

GIBSON, DUNN & CRUTCHER LLP Counsel of Record

555 Mission Street AMIR C. TAYRANI

San Francisco, CA 94105 GIBSON, DUNN & CRUTCHER LLP

(415) 392-8200 1050 Connecticut Avenue, NW

- DEAN MCGRATH, JR. pete = pms —
CGRATH & ASSOCIATES

1025 1 Jefferson St., NW tolson@gibsondunn.com

Suite 110G

Washington, DC 20007

(202) 295-2304

Counsel for Amici Curiae

TABLE OF CONTENTS

Page
TABLE OF AUTHORITIEG.............cccccseccsseseeseseeseees ii
INTEREST OF AMICI CURIAE .0.0.....0.cc.cs0ss0seceeeeeeees 1
SUMMARY OF ARGUMENT ...........c.cccsecceseseeseseeseoes 4
CET TE 7

I. COLLECTIVE BARGAINING IN’ THE
PUBLIC EDUCATION CONTEXT IS
INEXTRICABLY INTERTWINED WITH
TEACHERS’ PROFESSIONAL LIVES,
STUDENTS’ ACHIEVEMENT, AND
NONMEMBERS FIRST AMENDMENT

Il. THE FREE-RIDER JUSTIFICATION FOR
AGENCY SHOP ARRANGEMENTS IS
FUNDAMENTALLY FLAWED................00c0ceceeeees 19

IE inintentcrntinnennensnntienesmanennsavicnmmenreenetias 23
APPENDIX OF SIGNATORIES ..............ccccccseeseeeeees la

ii

TABLE OF AUTHORITIES
Page(s)

CASES
Abood v. Detroit Bd. of Educ.,

Se es I icinitcctinnincnesscetesssatees 4,6, 8,17, 19
Borough of Duryea v. Guarnieri,

ee ctiiccicnnseviinscetinnninisenenneniie 18, 19
Harris v. Quinn,

134 S. Ct. 2618 (2014)... eeeees 16, 17, 18, 19
Keyishian v. Bd. of Regents of the Univ. of N.Y.,

Se iacittecnscncancnintenssmmmicnennctecie 15, 16
Knox v. Serv. Emps. Int'l Union,

fee 6, 17,19
McDonald v. Smith,

ial reainlsadacial 18
Regents of the Univ. of Cal. v. Bakke,

ee Se tiicinscntininccnsnicismniisiianennennietsion 15, 22
Riley v. Nat'l Fed’n of the Blind of N.C., Inc.,

a errerialiedersieenelinaeienniieninaanisid 4
Roberts v. U.S. Jaycees,

ee i dnereiiisinsipmntiniininiancininetnnniaternsnsenies 18
United Jewish Orgs. of Williamsburgh, Inc. v.

Sy Es HE CO icctccensecnenicncscnnnnntccnesases 22
United Mine Workers of Am. v. Ill. State Bar

Ass'n, 389 U.S. 217 (1967) .........ccccccccccccsssssseseseceses 18

Vergara v. California,
No. BC484642 (Cal. Sup. Ct. Aug. 27, 2014)

Wooley v. Maynard,
TS OTT AN TTT ETO 18
STATUTES
6 Sanaa aaae nas 9
{eno Enna naan TOES 9
a a ssaelieeantnniiianaaal 9
a scaisensieibiibbamoesimaetin 10
OTHER AUTHORITIES

Agreement between L.A. Unified Sch. Dist. Bd.
of Educ. and United Teachers L.A.

esnenenenssnssencosascnsquenpnsesassunseousensseonenenoues 9,10, 11, 12, 16

Agreement between Oakland Unified Sch. Dist.
Bd. of Educ. and Oakland Educ. Ass’n ........... 11, 13

Agreement between Sacramento City Unified
Sch. Dist. Bd. of Educ. and Sacramento City

, ERE ERED T A SAO 12
Agreement between San Jose Unified Sch. Dist.
Bd. of Educ. and San Jose Teachers Ass’n .....13, 16

Elaine Allensworth et al., Consortium on Chi.
Sch. Research, The Schools Teachers Leave

Joshua Barnett & Gary W. Ritter, When Merit
Pay Is Worth Pursuing, 66(2) Educ.
Leadership (2008), available at
http://www.ascd.org/publications/educational-
leadership/oct08/vol66/num02/When-Merit-
Pay-Is-Worth-Pursuing.aspx.....................00000: 14, 22

IV

Bhavini Bhakta, Op-Ed., California’s Pink-Slip
Shuffle, L.A. Times, Dec. 16, 2012,
http-//articles.latimes.com/2012/dec/16/
opinion/la-oe-bhakta-teaching-20121216.............. 20

Cal. Teachers Ass’n, About CTA, Mission
Statement, http://www.cta.org/About-
CTA/Who-We-Are/Mission-Statement.aspx ........... 5

Raj Chetty & Alex Olssen, The Impacts of Last-
In, First-Out vs. Effectiveness-Based Teacher
er brccntncinctetectsitintatenmimascsseetenes 11

Raj Chetty et al., Measuring the Impacts of
Teachers II: Teacher Value-Added and
Student Outcomes in Adulthood, 104(9) Am.

I ius 8
Contract between Elk Grove Unified Sch. Dist.

Bd. of Trs. and Elk Grove Educ. Ass’n.................. 16
Contract between S.F. Unified Sch. Dist. Bd. of

Educ. and United Educators of S.F............. 9, 12, 16

Dan Goldhaber & Roddy Theobald, Assessing
the Determinants and Implications of Teacher
Layoffs (Nat'l Ctr. for Analysis of
Longitudinal Data in Educ. Research,
Working Paper 55, 2010)..................ccccceceeeeeee 10, 11

Eric A. Hanushek, Valuing Teachers: How
Much Is a Good Teacher Worth?, 11(3) Educ.
ESTEE AEE Nae ane eae CA RR 13

Eric A. Hanushek et al., Why Public Schools
Lose Teachers, 39(2) J. Hum. Resources 326

Vv

Lance T. Izumi et al., Pac. Research Inst., Not
as Good as You Think: Why the Middle Class
Needs School Choice (2007), available at
http://www.pacificresearch.org/docLib/200709
TELIA A ET TED 3

John P. Papay & Susan Moore Johnson, Js PAR
a Good Investment? Understanding the Costs
and Benefits of Teacher Peer Assistance and
| | IE ETE 12

Michael Podgursky, George W. Bush Inst.,
Reforming Educator Compensation

Charles C. Read, Collective Bargaining and
Academic Freedom in Lower Education: A
Practical Inquiry, 1 Berkeley J. Emp. & Lab.
aie lec bieciartitaeinsadaridaiaddiasenes 15

Pamela A. Riley et al., Pac. Research Inst., The
Impact of Teacher Union Contracts on the
Quality of California Schools (2002),
available at http://www.pacificresearch.org/
docLib/20070205_contractforfailure.pdf................. 3

Students Matter, Vergara v. California 2013
California Educators Survey Results (2014),
available at http://studentsmatter.org/wp-
content/uploads/2014/03/SM_Research-Now-
Poll-Results_03.05.14.pdf..............-.ccccccccseseeessereeees 20

Daniel Weisberg et al., The New Teacher
Project, The Widget Effect (2009) ..................c00c00+4 21

BRIEF OF FORMER CALIFORNIA GOVERNOR
PETE WILSON, FORMER CALIFORNIA
SENATE MAJORITY LEADER GLORIA

ROMERO, PACIFIC RESEARCH INSTITUTE,

AND BIPARTISAN CALIFORNIA EDUCATORS

AND SCHOLARS AS AMICI CURIAE IN
SUPPORT OF PETITIONERS

INTEREST OF AMICI CURIAE!

Amici are a bipartisan group of former officials
that includes a former Republican governor of Cali-
fornia and a former Democratic majority leader of
the California Senate; a non-partisan public-policy
organization; and a bipartisan group of California
educators and scholars. Amici have a longstanding
and deep-rooted interest in California’s education
system, and are bound by a common concern that
agency shop arrangements—which compel public-
school teachers who are not union members to fi-
nance unions’ collective bargaining activities—have a
profoundly detrimental impact on California’s teach-
ers, the well-being of California’s public-school stu-

1 Pursuant to this Court’s Rule 37.2(a), amici gave at least 10
days’ notice to counsel for petitioners and counsel for all re-
spondents who entered an appearance in the court of appeals
(the union respondents and intervenor California Attorney
General Kamala D. Harris) of their intent to file this brief, and
letters of consent from these parties to the filing of this brief
have been submitted to the Clerk. Pursuant to this Court’s
Rule 37.6, amici state that no counsel for a party authored this
brief in whole or in part, and no counsel or party made a mone-
tary contribution intended to fund the brief’s preparation or
submission. No person other than amici or their counsel made
a monetary contribution to the brief’s preparation or submis-
sion.

2

dents, and ultimately the entire public-education
system in the State.

Pete Wilson was governor of California from
1991 to 1999, and a U.S. Senator from California
from 1983 to 1991. Gloria Romero served in the Cali-
fornia Senate from 2001 to 2010, including as Major-
ity Leader from 2005 to 2008 and as Chairwoman of
the Education Committee from 2008-2010. Both
Governor Wilson and Senate Majority Leader
Romero have extensive experience with matters of
education policy and collective bargaining.

Eric Hanushek is the Paul and Jean Hanna Sen-
ior Fellow at the Hoover Institution of Stanford Uni-
versity. He studies educational issues from an eco-
nomic perspective, and has promoted the idea that
teacher proficiency should be measured by increased
student achievement.

Peter H. Hanley is Executive Director of the
American Center for School Choice. He has three
times been elected president of the San Mateo Union
High School District Board and is currently board
president of Amethod Public Schools, a charter
school management organization. He has also
served four terms in the California School Boards
Association Delegate Assembly.

Pacific Research Institute (“PRI”) is a non-profit,
non-partisan 501(c\3) organization that champions
individual freedom, opportunity, and personal re-
sponsibility through the advancement of free-market
policy solutions and private initiative. The PRI Edu-
cation Studies research center publishes research
and promotes outreach regarding a number of im-
portant topics in the education field, such as teacher
quality, academic standards, school finance reform,

3

and parental choice in education. For example, in
March 2002, PRI researchers published a compre-
hensive study analyzing the collective bargaining
agreements used in 460 California school districts.
See Pamela A. Riley et al., Pac. Research Inst., Con-
tract for Failure: The Impact of Teacher Union Con-
tracts on the Quality of California Schools 1-2 (2002),
available at http://www.pacificresearch.org/docLib/
20070205_contractforfailure.pdf. Based on this
study, PRI researchers concluded that many of the
policies in collective bargaining agreements “erode| |
the authority of the school board and district man-
agement to make important decisions,” “harm| |
teachers,” and are “detrimental to student achieve-
ment.” Jd.; see also Lance T. Izumi et al., Pac. Re-
search Inst., Not as Good as You Think: Why the
Middle Class Needs School Choice 109 (2007),
available at http://www.pacificresearch.org/docLib/
20070924 _Middleclass. pdf.

A full list of the signatories to this brief is set
forth in the Appendix.

All of the amici have a significant interest in the
outcome of this case, which tests the constitutionali-
ty of agency shop arrangements. Collective bargain-
ing agreements between unions and school districts
address virtually every aspect of teachers’ profes-
sional lives and students’ classroom experiences, in-
cluding policies on teacher discipline, retention, and
compensation that provoke heated debate within the
teaching profession and that have a substantial ef-
fect on student outcomes. By requiring nonmember
teachers to subsidize unions’ viewpoints on these
matters—including positions that many teachers be-
lieve to be detrimental to their own professional ca-
reers and to the well-being of their students—agency

4

shop arrangements violate the core First Amend-
ment guarantee that individuals are free to decide
“both what to say and what not to say.” Riley v. Natl

ed’n of the Blind of N.C., Inc., 487 U.S. 781, 796-97
(1988). The Court should grant review to reconsider,
and ultimately reject, the constitutionality of these
coercive union-funding obligations, which disregard
the First Amendment rights of public-school teachers
and the well-being of the students for whom they are

responsible.
SUMMARY OF ARGUMENT

I. In Abood v. Detroit Board of Education, 431
U.S. 209 (1977), this Court held that a State cannot
compel public employees who are not union members
to make financial contributions to unions’ “political”
and “ideological” causes because those mandatory
exactions violate the principle, residing “at the heart
of the First Amendment,” that “one’s beliefs should
be shaped by his mind and his conscience rather
than coerced by the State.” Jd. at 234-35. At the
same time, the Court upheld agency shop arrange-
ments that require nonmember public employees to
finance unions’ “collective bargaining, contract ad-
ministration, and grievance-adjustment” activities.
Id. at 225-26.

This distinction is constitutionally insupportable
in any public-employment context, but is especially
problematic in the public-school setting. Abood fails
to appreciate that, during the collective bargaining
process, teachers’ unions advocate positions on in-
tensely divisive educational policies, some of which—
from the perspective of nonmember teachers—are
harmful to both teachers and the students in their
cherge. Under Abood, however, nonmember teachers
have no choice but to bankroll the very policies to

5

which they so strenuously object as detrimental to
their own careers and the well-being of their stu-
dents.

In particular, school districts and teachers’ un-
ions negotiate discipline, layoff, assignment, and
compensation policies, as well as protections for aca-
demic freedom, all of which directly affect teachers’
professional lives and students’ classroom perfor-
mance. Most of these issues are the subject of exten-
sive disagreement among members of the teaching
profession. For example, many teachers disagree
with teacher discipline, layoff, assignment, and com-
pensation policies that operate exclusively (or princi-
pally) based on seniority, without regard to teachers’
performance, and object to school district policies
that place limitations on teachers’ freedom to intro-
duce students to diverse or unconventional areas of
study. These policies, in the minds of many public-
school teachers, are antithetical to the teaching pro-
fession’s central mission of “enhancling] the quality
of education for students.” Cal. Teachers Ass’n,
About CTA, Mission Statement, http://www.cta.org/
About-CTA/Who-We-Are/Mission-Statement.aspx
(last visited Feb. 26, 2015).

Yet, despite the strong opposition of many non-
member teachers to the educational policies that
teachers’ unions espouse, nonmember teachers can
be (and commonly are) compelled to subsidize unions’
collective bargaining activities on these matters as a
condition of their public employment. Moreover,
agency shop arrangements effectively designate un-
ions as the advocates for the interests of both non-
member and member teachers in negotiations with
school districts, even though nonmembers may well
have very different views from the unions that they

6

have no means of airing during the collective bar-
gaining process. These intolerable burdens on non-
member teachers’ speech and petition rights—
countenanced in Abood based on reasoning that has
failed to withstand the test of time—should be recon-
sidered and rejected by this Court.

II. According to Abood, the “primary purpose” of
agency shop arrangements is to prevent nonmember
employees from “free riding” on dues-paying union
members during the collective bargaining process.
Knox v. Serv. Emps. Int'l Union, 132 S. Ct. 2277,
2289 (2012) (citation omitted); see also Abood, 431
U.S. at 224. It is far from the case, however, that
nonmember public-school teachers necessarily bene-
fit from the policies advocated by teachers’ unions
during collective bargaining. To the contrary, many
teachers—particularly those who perform at or near
the top of their profession—are, in fact, harmed by
the policies that unions advance during collective

For example, teachers who are new to the profes-
sion or to perticular school districts often find them-
selves at risk of being laid off or involuntarily trans-
ferred to another school—even when they have
achieved extraordinary success in the classroom—
due to provisions in collective bargaining agreements
that make important employment decisions depend-
ent primarily, if not entirely, on teacher seniority.
Moreover, many union-supported policies make it ex-
ceedingly difficult for school districts to discipline
underperforming or incompetent teachers, which
creates a disincentive for school district administra-
tors even to initiate disciplinary proceedings. As a
result, failing teachers remain in the classroom year
after year, and the teachers who teach alongside

7

them are forced to spend valuable classroom time
trying to repair the academic damage that these sub-
standard teachers have inflicted on their students.
In addition, “single salary schedules”—another prod-
uct of the collective bargaining process—require
teachers of the same seniority and education levels to
be compensated exactly the same as one another, re-
gardless of the schools to which they are assigned,
the subject matter that they teach, or how effective
they are in the classroom. This lock-step compensa-
tion model penalizes teachers in disadvantaged
schools and hard-to-staff teaching fields, as well as
the most effective teachers in our public-school sys-
tem, all of whom would be better off under a compen-
sation system designed to reward teacher quality
and improve student outcome.

Thus, the only “free ride” that teachers’ unions
can conceivably offer to many nonmember teachers is
one that takes them further from the destination
they aspire to reach—a merit-based teaching profes-
sion dedicated, first and foremost, to the well-being
of its students. Coerced financial support for public
unions cannot be justified on so flawed a rationale.

ARGUMENT

I. COLLECTIVE BARGAINING IN THE PUBLIC
EDUCATION CONTEXT IS INEXTRICABLY
INTERTWINED WITH TEACHERS’ PROFES-
SIONAL LiVES, STUDENTS’ ACHIEVEMENT,
AND NONMEMBERS’ FIRST AMENDMENT
RIGHTs.

In Abood, this Court acknowledged that agency
shop arrangements “interfere” with public employ-
ees’ “freedom to associate for the advancement of
ideas, or to refrain from doing so, as [they] see[ | fit.”

8

Abood v. Detroit Bd. of Educ., 431 U.S. 209, 222
(1977). The Court nevertheless deemed this inter-
ference justified to the extent that nonmembers’ fi-
nancial contributions are used to fund collective bar-
gaining activities that establish school district poli-
cies on “bread and butter” issues like “wages, hours,
vacations, and pensions.” Jd. at 258 (Powell, J., con-
curring). In so holding, the Court failed to appreci-
ate that many of the policies that are established
during the collective bargaining process—even those
that ostensibly govern only the “terms and condi-
tions” of teachers’ employment—heavily influence
teachers’ professional trajectories and the achieve-
ment of their students, and therefore rest at the very
core of teachers’ First Amendment interests. Jd. at
220 (majority opinion).

A. School district policies that emerge from the
collective bargaining process affect which teachers
school districts may employ (or continue to employ)
and the schools to which those teachers are ultimate-
ly assigned. This, in turn, shapes the quality and
equality of students’ educational opportunities. See
Raj Chetty et al., Measuring the Impacts of Teachers
II: Teacher Value-Added and Student Outcomes in
Adulthood, 104(9) Am. Econ. Rev. 2633, 2634 (2014)
(explaining that teacher effectiveness “has substan-
tial impacts on a broad range of [student] outcomes”).
Agency shop arrangements compel nonmembers to
fund unions’ views on these policies—despite the det-
rimental impact the unions’ negotiating positions
may have on some teachers’ professional lives and
the well-being of their students.

For example, unions commonly negotiate for pro-
visions in collective bargaining agreements that re-
quire school districts to overcome a gauntlet of pro-

9

cedural obstacles—verbal reprimands, meetings, and
notices—before they can discipline underperforming
or failing teachers. See, e.g., Agreement between
L.A. Unified Sch. Dist. Bd. of Educ. and United
Teachers L.A., art. X, § 11.0 (“L.A. Agreement”) (re-
quiring school district to provide notifications and
meetings to underperforming teachers before a notice
of unsatisfactory service or act may be issued); Con-
tract between S.F. Unified Sch. Dist. Bd. of Educ.
and United Educators of S.F. (effective July 1, 2012),
art. 28 (“S.F. Agreement”) (requiring school district
to provide verbal reprimands, written reprimands, a
statement of incident or misconduct, and a statement
of discipline before a teacher may be suspended
without pay).

These contractually-mandated steps—which op-
erate in tandem with various statutory requirements
governing teacher dismissals in California, see Cal.
Educ. Code §§ 44934, 44938, 44944—<can constitute
“tortuous” impediments to an effective disciplinary
process, “caus[ing) districts in many cases to be very
reluctant to even commence” the discipline of a fail-
ing teacher. Vergara v. California, No. BC484642,
slip op. at 11, 12 (Cal. Sup. Ct. Aug. 27, 2014), avail-
able at http://goo.gl/ThBjNQ. The inevitable result is
that underperforming or incompetent teachers re-
main in the classroom year after year, imposing “a
direct, real, appreciable, and negative impact on a
significant number” of students. Id. at 8; see also id.
at 7 (“[A] single year in a classroom with a grossly
ineffective teacher costs students $1.4 million in life-
time earnings per classroom.”). Those poorly per-
forming teachers occupy positions that would other-
wise be available to highly motivated, entry-level
teachers eager to embark on a new career and to cre-

10

ate the optimal classroom environment for their stu-
dents.

Teachers’ unions also frequently advocate, and
persuade school boards to adopt, policies requiring
district-wide reductions in force to be implemented
on the basis of teacher seniority. See L.A. Agree-
ment, art. XIII, § 3.6 (“The order of termination with-
in a teaching or service field ... shall be based on
seniority within status... .”); see also Dan Goldha-
ber & Roddy Theobald, Assessing the Determinants
and Implications of Teacher Layoffs 3 (Nat'l Ctr. for
Analysis of Longitudinal Data in Educ. Research,
Working: Paper 55, 2010) (“[IJn the overwhelming
majority of [collective bargaining] agreements, sen-
iority is the determining factor in which teachers are
laid off first with ‘last hired, first fired’ provisions.”).

These quality-blind reduction-in-force policies—
together with overlapping statutory provisions, see
Cal. Educ. Code § 44955—result in the termination
of countless highly-effective, well-liked teachers and
the retention of a disproportionately high percentage
of below-average teachers. See Goldhaber & Theo-
bald, supra, at 2 (“[A] very different group of teach-
ers would be targeted for layoffs under an effective-
ness-based layoff scenario than under the seniority-
driven system that exists today.”). Indeed, seniority-
driven layoff policies are a barrier to the ability of
many newer teachers—including teachers from di-
verse backgrounds with unique viewpoints—to re-
main in the public-school teaching profession at all.

It is well-documented that these last-in-first-out
layoff policies impose severe and potentially irrepa-
rable harm on students. In a recent study, research-
ers implemented a hypothetical 5% reduction in the
teaching force of the Los Angeles Unified School Dis-

11

trict, and compared the effects of a seniority-based
reduction in force (as currently mandated by the Dis-
trict’s collective bargaining agreement) to a reduction
based on teacher effectiveness. See Raj Chetty &
Alex Olssen, The Impacts of Last-In, First-Out vs. Ef-
fectiveness-Based Teacher Layoff Policies 1 (2013),
Vergara, No. BC484642, Pls.’ Exhibit 9. The results
are alarming: a seniority-based reduction in force
decreases student test scores by an average of 11
percentile points relative to an effectiveness-based
reduction in force, and these test-score decreases
translate into a loss in lifetime earnings of $87,000
per student. Jd. at 2-3.

Worse still, minority and low-income students
“bear the brunt” of these seniority-driven teacher
layoff policies. Vergara, No. BC484642, slip op. at 15
(internal quotation marks omitted). Minority and
low-income students are assigned to junior teachers
at a disproportionately high rate, and are therefore
forced to endure a constant “churning . . . of teach-
ers” when district-wide reductions in force become
necessary. Id. As one California court recently con-
cluded after a ten-week bench trial, this relentless
revolving door of teachers “greatly affects the stabil-
ity of the learning process to the detriment of such
students.” Jd.; see also Goldhaber & Theobald, su-
pra, at 15 (“[T]here are achievement consequences
associated with the churn of teachers.”).

Teachers’ unions similarly promote teacher trans-
fer and assignment policies that afford preferential
treatment to teachers on the basis of seniority. See,
e.g., L.A. Agreement, art. XI, § 6.c (“[W]hen there is
an over-teachered condition, the teacher with the
least District seniority . . . will be displaced ... .”);
Agreement between Oakland Unified Sch. Dist. Bd.

12

of Educ. and Oakland Educ. Ass’n (effective July 1,
2005), art. 1242 (“Oakland Agreement”)
(“[SJeniority .. . shall be given preference in granting
an assignment.”). In practice, teachers with seniori-
ty tend to invoke this preferential treatment by
transferring to or seeking assignments at schools
with higher percentages of Caucasian and/or affluent
students. See Eric A. Hanushek et al., Why Public
Schools Lose Teachers, 39(2) J. Hum. Resources 326,
328 (2004). As a result, schools that serve predomi-
nately minority and low-income students are forced
to staff their teacher ranks with the very same junior
teachers who are most vulnerable to seniority-based
reductions in force, thus feeding into and exacerbat-
ing oe churn that is so detrimental to student out-
comes.

2 Collective bargaining agreements also establish and regu-
late district-wide Peer Assistance and Review (“PAR”) pro-
grams, which provide underachieving teachers with individual-
ized goal-setting plans, mentorship meetings with other teach-
ers, periodic reports and evaluations, and additional profes-
sional development activities. See, e.g., L.A. Agreement, art. X-
A; Agreement between Sacramento City Unified Sch. Dist. Bd.
of Educ. and Sacramento City Teachers Ass’n (effective July 1,
2004), Appx. H; S.F. Agreement, art. 39. Although there is
widespread agreement that struggling teachers should receive
some measure of assistance, some PAR programs can operate,
in practice, to delay the discipline or dismissal of failing teach-
ers who are entirely unable or unwilling to meet basic satisfac-
tory performance standards. Thus, in the view of many educa-
tors, while PAR programs may have admirable goals and may
achieve some measure of success, the time and money that is
dedicated to PAR programs would be better spent enriching the
lives of students in other ways because “it takes more resources
to serve struggling veterans than new teachers, many of
whom are likely to succeed.” John P. Papay & Susan Moore
Johnson, Js PAR a Good Investment? Understanding the Costs
and Benefits of Teacher Peer Assistance and Review Programs

13

In addition, collective bargaining sets school dis-
trict policy on teacher compensation, and has result-
ed in the near-universal adoption of “single salary
schedules”—uniform pay schedules that compensate
teachers based almost exclusively on their number of
years of teaching experience and level of education.
Michael Podgursky, George W. Bush Inst., Reform-
ing Educator Compensation 4-5 (2014); see also Oak-
land Agreement, art. 24.2.4 (“All unit members shall
advance one step on the salary schedule for each
year of service in the District .. . .”); Agreement be-
tween San Jose Unified Sch. Dist. Bd. of Educ. and
San Jose Teachers Ass’n, art. 36110 (“San Jose
Agreement”) (stating that teachers’ salaries are
based on “graduate units” and “years of experience”).
Many nonmember teachers, however, profoundly
disagree with this “homogenization of public school
teachers,” which harms teachers and students alike
in several significant ways. Podgursky, supra, at 7.

“Single salary schedules” equalize teacher com-
pensation regardless of how effective teachers are in
the classroom, thereby disincentivizing the very “best
people [from] enter[ing] or remain|ing] in the profes-
sion” in service of students. Hanushek, supra, at 44.
In contrast, a compensation system that rewards its
most effective teachers would have a “selection ef-
fect,” and would draw “teachers into the workforce
who are relatively more effective at meeting . . . per-
formance targets” in the classroom. Podgursky, su-
pra, at 7. The equalized pay system that arises out |

13 (2011); see also Eric A. Hanushek, Valuing Teachers: How
Much Is a Good Teacher Worth?, 11(3) Educ. Next 41, 44 (2011)
(“[T}here is no substantial evidence that . . mentoring pro-
grams systematically make a difference in whether teachers are
in fact effective at driving student achievement.”).

14

of the collective bargaining process therefore “tends
to lower overall [teacher] effectiveness” and, as a re-
sult, student achievement. Id.

“Single salary schedules” do further harm to stu-
dent outcomes—as well as the ability of school dis-
tricts to staff their schools in a sensible way—by ig-
noring the very real differences that exist in. school
environments and teaching fields. Podgursky, supra,
at 7. Because all teachers of equivalent seniority and
education level are compensated exactly the same,
regardless of the schools or fields in which they
teach, teachers are less likely to seek employment in
schools with difficult working conditions and in hard-
to-staff teaching fields, such as special education,
high-school mathematics, and high-school science.
Id. at 5-7; see also Joshua Barnett & Gary W. Ritter,
When Merit Pay Is Worth Pursuing, 66(2) Educ.
Leadership (2008), available at http://www.
ascd.org/publications/educational-leadership/oct08&/
vol66/num02/When-Merit-Pay-Is-Worth-Pursuing.
aspx (“Because the current system includes no mone-
tary rewards directly tied to effectiveness, many ef-
fective teachers seek more ‘compensation’ through
better working conditions, often choosing to leave
schools with a high population of disadvantaged stu-
dents and challenging teaching conditions for schools
serving more advantaged students.”). This, in turn,
leads to unfilled teacher rosters at high-poverty
schools, vacancies in hard-to-staff teaching fields,
and an ineffective practice of assigning teachers “out
of field” or with substandard licenses simply to fill
vacant positions. Podgursky, supra, at 5-7.

As these examples make clear, the policies that
are established during the collective bargaining pro-
cess have far-reaching consequences for teachers’

15

professional lives and the achievement of the stu-
dents for whom they are responsible. Yet, despite
the serious misgivings that many nonmember teach-
ers have about the effect of these policies on their
own careers and the success of their students, agency
shop arrangements leave nonmember teachers with
no choice but to provide financial support for the un-
ions’ positions on these intensely personal, and pro-
foundly important, policy matters.

B. In addition to setting the terms of teachers’
discipline, transfers, layoffs, and compensation, col-
lective bargaining between unions and school dis-
tricts also establishes district policy regarding the
scope of teachers’ academic freedom, a speech inter-
est that this Court has held to be a “special concern
of the First Amendment.” Regents of the Univ. of
Cal. v. Bakke, 438 U.S. 265, 312 (1978) (opinion of
Powell, J.) (internal quotation marks omitted). Giv-
en the vital importance of a robust and open ex-
change of ideas in the classroom, many teachers be-
lieve that expansive guarantees of academic freedom
are crucial to ensure that controversial subjects are
brought “out in the open for discussion” and deliber-
ation. See Charles C. Read, Collective Bargaining
and Academic Freedom in Lower Education: A Prac-
tical Inquiry, 1 Berkeley J. Emp. & Lab. L. 249, 256
(1976) (citation omitted); see also Keyishian v. Bd. of
Regents of the Univ. of N.Y., 385 U.S. 589, 603 (1967)
(“[A]cademic freedom ... is of transcendent value to
all of us and not merely to the teachers concerned.”).

Teachers’ unions, however, commonly agree to
collective bargaining agreements that place substan-
tive limitations on teachers’ academic freedom. In

particular, some collective bargaining agreements
narrowly define the type of academic expression that

16

is entitled to protection. See, e.g., L.A. Agreement,
art. XXV, § 1.c (prohibiting lesson plans that reflect
“personal opinion”); San Jose Agreement, art. 34200
(“An employee . . . shall not utilize his/her position to
attempt to influence students with his/her own per-
sonal .. . views.”); Contract between Elk Grove Uni-
fied Sch. Dist. Bd. of Trs. and Elk Grove Educ. Ass’n
(2013-2015), art. 4, § 4.402 (“Academic freedom is not
an absolute.”); cf. S.F. Agreement, art. 6.2 (“[T]he
teacher is free to present in the field of his or her
professional competence his/her opinions or convic-
tions and with them the premises from which they
are derived.”).

Many teachers—including many teachers who de-
cide not to join a union—believe that these limita-
tions create an unwarranted risk that students will
be denied “exposure to [a] robust exchange of ideas”
and the benefit of a vibrant, free, and open learning
environment. Keyishian, 385 U.S. at 603. Under
agency shop arrangements, however, nonmember
teachers who hold such beliefs are coerced into
providing financial support for the collective bargain-
ing efforts of unions that promote, or otherwise ac-
cede to, these policies.

C. The “heavy burden” that agency shop ar-
rangements impose on the First Amendment rights
of nonmember public-school teachers, Harris uv.
Quinn, 134 S. Ct. 2618, 2643 (2014)—who are com-
pelled to fund bargaining in which unions advocate
policies that the teachers may view as detrimental to
their own careers and the success of their students—
is incompatible with this Court’s First Amendment
jurisprudence.

In fact, Abood itself recognized the severity of this
burden, declaring that agency shop arrangements

17

interfere with the “moral” and “religious views,”
“economic” and “political” beliefs, and “ideological”
viewpoints of nonmember employees. 431 U.S. at
222-23. In more recent cases, the Court has repeat-
edly underscored this “significant impingement on
[the] First Amendment rights” of nonmember em-
ployees, reiterating that it is equally abhorrent to the
First Amendment for the government to “compel the
endorsement of ideas” as it is for the government to
“prohibit the dissemination of ideas that it disfa-
vors.” Knox, 132 S. Ct. at 2288, 2289.

While Abood drew a distinction between union
fees used for “political” and “ideological” causes, on
the one hand, and “collective bargaining activities,”
on the other, subsequent decisions have exposed the
artificiality and unworkability of that division. In-
deed, it is no longer open to dispute that a “public-
sector union takes many positions during collective
bargaining that have powerful political and civic
consequences.” Knox, 132 S.Ct. at 2289; see also
Harris, 134 S. Ct. at 2632 (“In the public sector, core
issues such as wages, pensions, and benefits are im-
portant political issues ....”). With respect to each
of the policies discussed above—teacher discipline,
transfers, layoffs, and compensation, as well as aca-
demic freedom—the objections of nonmember teach-
ers to unions’ collective bargaining activities are of-
ten based on deeply-rooted personal, political, and
ideological concerns, including the impact that such
activities will have on their professional lives, the
well-being of their students, and ultimately, the suc-
cess of the public-education system as a whole. The
freedom-of-speech concerns that prompted the Abood
Court to condemn compelled subsidies for unions’
lobbying activities therefore apply with equal force to
agency shop arrangements that compel nonmember

18

teachers to fund unions’ collective bargaining activi-
ties.

In addition, agency shop arrangements impose an
independent, and equally unacceptable, burden on
nonmember teachers’ right to petition the govern-
ment about matters of public concern, a right that
has long been recognized as “among the most pre-
cious of the liberties safeguarded by the Bill of
Rights.” United Mine Workers of Am. v. Ill. State
Bar Ass’n, 389 U.S. 217, 222 (1967); see also McDon-
ald v. Smith, 472 U.S. 479, 483 (1985) (“[T]he values
in the right of petition as an important aspect of self-
government are beyond question . .. .”). This “essen-
tial” right is “integral to the democratic process” and
ensures that citizens are free to convey their “special
concerns” to the government. Borough of Duryea v.
Guarnieri, 131 S. Ct. 2488, 2495 (2011). And, just as
the freedom of speech “includes both the right to
speak freely and the right to refrain from speaking at
all,” Wooley v. Maynard, 430 U.S. 705, 714 (1977),
the right to petition carries with it a concomitant
right to refrain from supporting or associating with
petitioning efforts with which one disagrees. See
Roberts v. U.S. Jaycees, 468 U.S. 609, 623 (1984)
(“Freedom of association ... plainly presupposes a
freedom not to associate.”).

Agency shop arrangements, however, coerce pub-
lic school] teachers who elect not to join a union to fi-
nance the petitioning activities of unions “with which
they broadly disagree” on matters of great “public
concern” and to cede their petitioning rights to advo-
cates that are urging different positions from the
ones the nonmembers themselves would take if per-
mitted to bargain directly with the school dis-
trict. Harris, 134 S. Ct. at 2623, 2640; see also Bor-

19

ough of Duryea, 131 S. Ct. at 2491. Because individ-
uals must be permitted to express their own “ideas,
hopes, and concerns to their government and their
elected representatives,” id. at 2495, they cannot be
compelled to finance the petitioning activities of
groups that seek to attain goals inconsistent with
their own personal beliefs and professional aspira-
tions.
Il. Tse FREE-RIDER JUSTIFICATION FOR
AGENCY SHOP ARRANGEMENTS Is FUN-
DAMENTALLY FLAWED.

Abood’s principal justification for upholding
agency shop arrangements—to prevent purported
free-riding by nonmembers on unions’ collective bar-
gaining efforts—is flawed in multiple respects. As
an initial matter, that rationale cannot be reconciled
with this Court’s subsequent precedent. Indeed, on
multiple occasions, this Court has made clear that
the free-rider justification animating Abood is “some-
thing of an anomaly” and that “free-rider arguments
... are generally insufficient to overcome First
Amendment objections.” Harris, 134 S. Ct. att 2627;
Knox, 132 S. Ct. at 2289, 2290.

More fundamentally, the free-rider justification
is impossible to square with the real-world implica-
tions of compelling nonmember teachers to fund edu-
cational policies with which they may velhemently
disagree. In fact, in many settings, the damger that
nonmember public-school teachers will “free ride” on
unions during the collective bargaining process is
wholly illusory because, in the view of many non-
member teachers, they do not “obtain[{] benefits
[from] union representation” during collective bar-
gaining. Abood, 431 U.S. at 221-22. To the contrary,
many nonmember teachers are manifestly harmed

20

by these collective bargaining activities and are
forced to subsidize views contrary to their profes-
sional and economic interests.

For example, new, high-performing teachers
commonly find themselves at risk of losing their
teaching positions, or of being transferred to another
school against their will, due to union-backed policies
that prioritize teacher seniority above performance
in the classroom. See supra Part I.A; see also Bhav-
ini Bhakta, Op-Ed., California’s Pink-Slip Shuffle,
L.A. Times, Dec. 16, 2012, http://
articles.latimes.com/2012/dec/16/opinion/la-oe-bhakta
-teaching-20121216 (recounting that the author lost
her teaching position four times in eight years due to
her relative lack of seniority, even though she was
named a “Teacher of the Year”). Such policies impair
the ability of motivated, student-focused teachers to
progress, or even remain, in their chosen profession.

It should come as no surprise, then, that a signif-
icant proportion of teachers (union members and
nonmembers alike) do not support many of the poli-
cies that are set forth in their collective bargaining
agreements. In fact, a survey of California public-
school teachers released last year shows that the ma-
jority of teachers believe that teacher morale is nega-
tively affected by reduction-in-force policies that are
based, either primarily or solely, on teacher seniori-
ty. See Students Matter, Vergara v. California 2013
California Educators Survey Results 17-18 (2014),
available at http://studentsmatter.org/wp-content/
uploads/2014/03/SM_Research-Now-Poll-Results_03.
05.14.pdf.

Similarly, many teachers oppose discipline poli-

cies contained in collective bargaining agreements
that can lead to the entrenchment of habitually un-

21

derperforming teachers in the classrooms next door
to them. For many reasons, a significant proportion
of “teachers ... do not want grossly ineffective col-
leagues in the classroom.” Vergara, No. BC484642,
slip op. at 12. For example, the continued employ-
ment, and inability or unwillingness to improve, of
these substandard teachers makes it difficult for
high-performing teachers to engage in collaborative
lesson-planning and co-teaching. See Elaine A\l-
lensworth et al., Consortium on Chi. Sch. Research,
The Schools Teachers Leave 25, 30 (2009) (finding
that teachers are more likely to remain in schools
that have a “shared commitment among the faculty
to improve the school” and are more likely to leave
when colleagues are “uncooperative and resistant to
change”). And because students assigned to under-
performing teachers fall far behind their peers, the
presence of ineffective teachers requires high-
performing teachers to expend tremendous effort
simply trying to bring these students back up to
grade level.

Moreover, highly-effective teachers routinely find
that their excellence in the classroom is not ade-
quately recognized in the compensation that they re-
ceive, a product, in part, of the “single salary sched-
ules” that unions and school districts adopt during
the collective bargaining process. See Daniel Weis-
berg et al., The New Teacher Project, The Widget Ef-
fect 6 (2009) (“Fifty-nine percent of teachers . . . say
their district is not doing enough to identify, com-
pensate, promote and retain the most effective
teachers.”). Many teachers desire professional ac-
knowledgment and compensation commensurate
with their achievements, rather than a system that
treats all teachers as interchangeable parts. See id.
By failing to distinguish among teachers, “single sal-

22

ary schedules” deny outstanding teachers the recog-
nition and compensation that they so justly deserve.
See Barnett & Ritter, supra (“[U)nder a merit-based
[compensation] scheme, the most effective teachers
would consistently earn large bonuses... .”).

In short, many nonmember public-school teach-
ers do not want, need, or seek out a “free ride” that
will continue to deliver them the status quo—a sys-
tem that prioritizes the needs of more-senior teach-
ers (regardless of their performance level) at the ex-
pense of newer, higher-performing teachers and the
students for whom they are responsible. Instead,
these nonmember teachers hold the “deeply rooted”
belief that these employment-related decisions
should be based on teachers’ “individual merit or
achievement,” and that an education system founded
on merit-based principles will ultimately benefit all
students. Regents of the Univ. of Cal., 438 U.S. at
360-61 (Brennan, J., concurring in part and dissent-
ing in part) (citing United Jewish Orgs. of Williams-
burgh, Inc. v. Carey, 430 U.S. 144, 173-74 (1977)
(Brennan, J., concurring, in part)). This Court
should grant review and overrule Abood to enable
public schools throughout the country to realize that
promise.

23

CONCLUSION

For the foregoing reasons, the petition for a writ
of certiorari should be granted.

Respectfully submitted.
KEVIN J. RING-DOWELL THEODORE B. OLSON
GIBSON, DUNN & CRUTCHERLLP Counsel of Record
555 Mission Street AMIR C. TAYRANI
San Francisco, CA 94105 GIBSON, DUNN & CRUTCHER LLP
(415) 393-8200 1050 Connecticut Avenue, NW

Washington, DC 20036

C. DEAN MCGRATH, JR. (202) 955-8500
MCGRATH & ASSOCIATES tolson@gibsondunn.com
1025 Thomas Jefferson St., NW
Suite 110G
Washington, DC 20007
(202) 295-2304

Counsel for Amici Curiae

March 2, 2015

APPENDIX

APPENDIX OF SIGNATORIES

Gary Beckner is Executive Director of the Associa-
tion of American Educators, an alternative, non-
union professional organization of teachers that pro-
vides liability insurance and other benefits to teach-
ers who do not want to join their union.

Alan Bonsteel is a physician and long-time public
proponent of school choice, who is president and
founder of California Parents for Educational Choice
(“CPEC”). He is author of A Choice for Our Children:
Curing the Crisis in America’s Schools (1997).

Mark Bucher is President of the California Policy
Center and an attorney who has been active in public
policy since 1993, particularly with respect to Propo-
sition 174 (school choice) and Proposition 226 (union
use of dues for political purposes).

Sandra Crandall, twice elected, is a member of the
Fountain Valley School District Board of Trustees in
Orange County, California. Mrs. Crandall was an
elementary teacher for 39 years, a recipient of the
Fountain Valley School District Teacher of the Year
in 2005, and was an agency fee payer.

Lydia Grant is a California parent activist who
helped get the California “Parent Trigger” law off the
ground. She is a member of the board for Parent
Revolution, the Education Chair for the Saving Los
Angeles Project, and a Los Angeles City Commis-
sioner on the Board of Neighborhood Commissioners.
Ms. Grant also served as the Education Representa-
tive for the Sunland-Tujunga Neighborhood Council.

2a

Peter H. Hanley is Executive Director of the Amer-
ican Center for School Choice. With extensive policy
and business experience, he has three times been
elected president of the San Mateo Union High
School District Board and is currently board presi-
dent of Amethod Public Schools, a charter school
management organization. He has also served four
terms in the California School Boards Association
Delegate Assembly, and has pressed for academic re-
form and accountable professional development,
among other initiatives.

Eric Hanushek is the Paul and Jean Hanna Senior
Fellow at the Hoover Institution of Stanford Univer-
sity. He studies educational issues from an economic
perspective, and has promoted the idea that teacher
proficiency should be measured by increased student
achievement. He is a graduate of the Air Force
Academy and has a Ph.D. from MIT.

Victoria Heggem is a teacher in Arcadia, Califor-
nia, and board member of California Teachers Em-
powerment Network (“CTEN”), a non-profit, non-
union information resource for teachers interested in
education reform. She is a “religious objector” pur-
suant to e provision in California law that allows in-
dividuals who object to unions on religious grounds
to have their compulsory union dues paid to an eligi-
ble charity.

Darren Miller is a high school math teacher in sub-
urban Sacramento and a board member of CTEN.
He previously served as a school site union repre-
sentative, but currently rejects union membership
and is an agency fee payer. He has maintained

3a

“Right on the Left Coast,” a successful blog, for over
10 years.

Pacific Research Institute (“PRI”) is a non-profit,
non-partisan 501(cX3) organization that champions
individual freedom, opportunity, and personal re-
sponsibility through the advancement of free-market
policy solutions and private initiative. PRI believes
that free interaction among consumers, businesses,
and voluntary associations is more effective than
government action in providing good schools, quality
health care, a clean environment, and economic
growth. PRI's activities include publishing books
and studies, giving commentary to media, providing
legislative testimony, hosting public events, and con-
ducting grassroots and community outreach.

Gloria J. Romero served in the California Senate
from 2001 to 2010, including as Majority Leader
from 2005 to 2008, the first woman to hold that lead-
ership position, and as Chairwoman of the Education
Committee from 2008-2010. She founded and cur-
rently heads the California Center for Parent Em-
powerment and leads the California chapter of Dem-
ocrats for Education Reform.

Larry Sand is President of CTEN and a well-known
education-reform activist. Mr. Sand is a retired
teacher who began his teaching career in New York
in 1971. Beginning in 1985, he taught elementary
school as well as English, math, history and ESL in
the Los Angeles Unified School District, where he
also served as a Title 1 Coordinator.

4a

Pete Wilson served as the 36th governor of Califor-
nia (1991-1999), a United States Senator (1983-
1991), the Mayor of San Diego (1971-1983), and a
California State Assemblyman (1967-1971).

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/documents/brief%3Amicro_IA40385016_0322%3A15. Public record. Not legal advice.
