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839 N.W.2d 527
Minn.
2013
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Background

  • Independent School District 2142 contracted with Johnson Controls to provide design, engineering, commissioning, and construction-management services for school construction/renovation projects; Johnson subcontracted architectural services to Architectural Resources.
  • Timberjay publisher Marshall Helmberger requested, under the Minnesota Government Data Practices Act (Data Practices Act), Johnson’s subcontract with Architectural Resources; Johnson refused.
  • The Commissioner of Administration issued an advisory opinion that Johnson was subject to the Act because it was performing a governmental function; Johnson nonetheless withheld the subcontract.
  • Helmberger filed a complaint at the Office of Administrative Hearings; the ALJ dismissed the complaint, finding Helmberger failed to prove Johnson performed a governmental function.
  • The court of appeals reversed, concluding Johnson was performing a government function under a broad Mace definition; the Minnesota Supreme Court granted review.
  • The Supreme Court held the subcontract is not public under the Data Practices Act and reversed the court of appeals.

Issues

Issue Helmberger's Argument Johnson's Argument Held
Whether a private contractor’s subcontract is public under Minn. Stat. § 13.05, subd. 11(a) when the contractor performs work for a government entity Contracting to furnish school facilities makes Johnson’s subcontract public because Johnson performed a government function The Act’s subdivision is a notice provision that imposes duties on the government (to include specific contract language); absent that notice the private subcontract is not public The statute is a contractual-notice provision on government entities; because the District’s contract lacked the required notice, Johnson’s subcontract is not public under the Data Practices Act

Key Cases Cited

  • Mace v. Ramsey County, 231 Minn. 151, 42 N.W.2d 567 (Minn. 1950) (definition of "governmental function" relied on by court of appeals)
  • WDSI, Inc. v. County of Steele, 672 N.W.2d 617 (Minn. Ct. App. 2003) (court of appeals decision addressing applicability of Data Practices Act to contractors)
  • Premier Bank v. Becker Dev., LLC, 785 N.W.2d 753 (Minn. 2010) (statutory interpretation canon forbidding addition of omitted statutory language)
  • In re Denial of Eller Media Co.'s Applications for Outdoor Adver. Device Permits, 664 N.W.2d 1 (Minn. 2003) (substantial-evidence standard discussion)
  • News & Sun-Sentinel Co. v. Schwab, Twitty & Hanser Architectural Grp., Inc., 596 So.2d 1029 (Fla. 1992) (architectural firm contracting with a school board not subject to public-records law where board retained decisionmaking authority)
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Case Details

Case Name: Helmberger v. Johnson Controls, Inc.
Court Name: Supreme Court of Minnesota
Date Published: Nov 20, 2013
Citations: 839 N.W.2d 527; 2013 Minn. LEXIS 663; 2013 WL 6087416; No. A12-0327
Docket Number: No. A12-0327
Court Abbreviation: Minn.
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    Helmberger v. Johnson Controls, Inc., 839 N.W.2d 527