Helmes v. Commonwealth

550 N.E.2d 872, 406 Mass. 873, 1990 Mass. LEXIS 107
CourtMassachusetts Supreme Judicial Court
DecidedMarch 8, 1990
StatusPublished
Cited by8 cases

This text of 550 N.E.2d 872 (Helmes v. Commonwealth) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Helmes v. Commonwealth, 550 N.E.2d 872, 406 Mass. 873, 1990 Mass. LEXIS 107 (Mass. 1990).

Opinion

Wilkins, J.

On June 23, 1989, the plaintiffs, more than “twenty-four taxable inhabitants of the commonwealth,” commenced this action under G. L. c. 29, § 63 (1988 ed.), seeking to restrain the Commonwealth, acting through the Commissioner of Education, from the expenditure of money, or the incurring of obligations purporting to bind the Commonwealth, for the alteration, remodeling, or repair of the battleship U.S.S. Massachusetts. The plaintiffs claim that (1) the project is a public work subject to the competitive bid requirements of G. L. c. 30, § 39M (1988 ed.), and (2) payment of public funds toward the project would violate art. 18, as amended by arts. 46 and 103, of the Amendments to the Constitution of the Commonwealth, the so-called anti-aid amendment, which we refer to as art. 46.

On July 14, 1989, a judge of the Superior Court denied the plaintiffs’ request for a preliminary injunction against the expenditure of public funds for work on the battleship, which is designated as the Massachusetts World War II Memorial. See G. L. c. 6, § 124A (1988 ed.). Previously, the judge had allowed the intervention of the U.S.S. Massachusetts Memorial Committee, Inc. (committee), a charitable corporation (see G. L. c. 6, § 124A) formed pursuant to G. L. c. 180 (1988 ed.). The plaintiffs appealed pursuant to G. L. c. 231, § 118, 2d par.. (1988 ed.), and also sought interlocutory relief from a single justice of the Appeals Court under G. L. c. 231, § 118, 1st par. On July 27, 1989, a single justice of the Appeals Court denied interlocutory relief. We transferred the plaintiffs’ appeal here on our own motion.

The committee was established in 1964, and, in 1965, it entered into a contract with the United States Navy for the conveyance of the battleship Massachusetts to the committee. The committee made certain commitments to the Navy concerning the maintenance of the battleship and further agreed to establish it, on a nonprofit basis, as a public memo *875 rial exhibit, at a suitable site in the Commonwealth, available for public exhibition. The battleship has been open to the public as a permanent war memorial and has been open free of charge to every school student in the State.

The ship is in need of substantial repairs. In 1988, the Legislature authorized the Commissioner of Education to expend up to $6,000,000 for the maintenance, repair, renovation, and overhaul of the ship by the committee. St. 1988, c. 15, §§ 37, 38. In October, 1988, the committee entered into a contract with the Commonwealth concerning expenditure of the appropriated funds. Thereafter, the committee made plans for the repair of the ship, secured a dry dock to which the ship would be towed, engaged an engineering firm to manage the project, and accepted a proposal from General Ship Corporation (General Ship) concerning certain preliminary work on the ship. The work commenced in June, 1989. The contract is a cost-plus agreement that was not the subject of competitive bids. The Commonwealth has incurred expenses of approximately $1,500,000, some but not all of which have been paid. On November 1, 1989, after this appeal had been entered in the Appeals Court, further work on the ship was postponed indefinitely. 3

1. Under G. L. c. 30, § 39M (a), “jejvery contract for the construction, reconstruction, alteration, remodeling or repair of any public work ... by the commonwealth, or political subdivision thereof,” expected to cost more than $5,000, must be awarded “to the lowest responsible and eligible bidder on the basis of competitive bids publicly opened.” No such bid procedure was followed here. The plaintiffs argue that the contract between the committee and General Ship *876 was subject to the requirements of § 39M (a). The defendants reply that the project does not involve a “public work” and that the contract was not made by the Commonwealth or any political subdivision of the Commonwealth.

The committee, of course, is not a political subdivision of the Commonwealth. It is a charitable corporation organized under the General Laws of the Commonwealth. See G. L. c. 6, § 124A. The plaintiffs, in fact, rely heavily on this point in their second argument to us. There is no basis, on the preliminary injunction record, to conclude that the committee was acting as an agent of the Commonwealth in entering into the contract with General Ship. Consequently, the plaintiffs have not shown that § 39M (a) applies to that contract. Although we would be reluctant to conclude that § 39M (a) would never apply to work on a ship (but see Andover Consultants, Inc. v. Lawrence, 10 Mass. App. Ct. 156, 160 [1980]), § 39M (a) does not apply to a ship like the U.S.S. Massachusetts, which is owned neither by the Commonwealth nor a political subdivision and on which work is being done under contract with a charitable corporation. Cf. Salem Bldg. Supply Co. v. J.B.L. Constr. Co., 10 Mass. App. Ct. 360, 362 (1980) (privately owned, but publicly financed, low and moderate income housing complex not public work under G. L. c. 149, § 29).

2. The payment of public funds to the committee to meet the committee’s expenses in rehabilitating the battleship does not violate the anti-aid amendment. In Commonwealth v. School Comm. of Springfield, 382 Mass. 665, 675 (1981), which concerned the payment of public funds to private schools to aid children with special needs, we listed three guidelines to analysis in deciding whether a particular expenditure of public funds would violate art. 46. Those guidelines are: “(1) whether the purpose of the challenged statute is to aid [a private charity]; (2) whether the statute does in fact substantially aid [a private charity]; and (3) whether the statute avoids the political and economic abuses which prompted the passage of art. 46.” Id. We consider each criterion in turn.

*877 The public purpose of the expenditures is to rehabilitate the battleship, to preserve it as a memorial to citizens of the Commonwealth who fought and died in World War II and to educate the public, particularly school children. We see no evidence of a purpose to aid the committee as such. The available public funds must be used for the designated public purpose, and, once repaired, the ship must be used to further public purposes.

The aid given to the committee is substantial in the sense that, without public funds, the battleship presumably could not continue as a war memorial and likely would be forfeited to the United States Navy. The committee would then be unable to fulfil its stated purpose. No public funds, however, benefit the committee beyond permitting it to carry out its essential enterprise. The public moneys involved here substantially aid the private charity in the sense indicated.

The third guideline concerns the avoidance of the political and economic abuses that prompted adoption of art. 46. Opinions involving the anti-aid amendment have generally concerned the use or proposed use of public funds with respect to private schools. See, e.g., Opinion of the Justices, 401 Mass. 1201, 1209-1210 (1987); Attorney Gen. v. School Comm. of Essex, 387 Mass.

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Bluebook (online)
550 N.E.2d 872, 406 Mass. 873, 1990 Mass. LEXIS 107, Counsel Stack Legal Research, https://law.counselstack.com/opinion/helmes-v-commonwealth-mass-1990.