eDealer Servs.

CourtCourt of Appeals of North Carolina
DecidedMarch 19, 2024
Docket23-680
StatusPublished

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Bluebook
eDealer Servs., (N.C. Ct. App. 2024).

Opinion

IN THE COURT OF APPEALS OF NORTH CAROLINA

No. COA23-680

Filed 19 March 2024

Wake County, No. 22CVS8414

EDEALER SERVICES, LLC, Petitioner,

v.

NORTH CAROLINA DEPARTMENT OF TRANSPORTATION, Respondent,

and

VANGUARD DIRECT, INC., Respondent-Intervenor.

Appeal by respondent-appellant and intervenor-appellant from order entered

5 March 2023 by Judge Keith O. Gregory in Wake County Superior Court. Heard in

the Court of Appeals 6 February 2024.

Attorney General Joshua H. Stein, by Assistant Attorney General Jonathan J. Evans and Special Deputy Attorney General Kathryne E. Hathcock, for respondent-appellant.

Stevens, Martin, Vaughn & Tadych, PLLC, by Michael J. Tadych and K. Matthew Vaughn, for respondent-intervenor-appellant.

Parker Poe Adams & Bernstein, LLP, by R. Bruce Thompson, II, Michael A. Goldsticker, and Catherine G. Clodfelter, for petitioner-appellee.

FLOOD, Judge. EDEALER SERVS. INC. V. N.C. DEP’T OF TRANSP.

Opinion of the Court

The North Carolina Department of Transportation (the “NCDOT”) and

Vanguard Direct, Inc. appeal from the superior court’s order and opinion vacating a

contract the NCDOT had awarded to Vanguard. On appeal, the NCDOT and

Vanguard argue the superior court erred by: (A) incorrectly applying the relevant

standards of review by making independent findings of fact; and (B) reversing the

Final Agency Decision and ordering the contract be awarded to eDealer Services, LLC

instead of remanding to State Chief Information Officer Thomas Parish, IV (the

“State CIO”) for further findings. After careful review, we affirm.

I. Factual and Procedural Background

In 2019, the NCDOT and the North Carolina Department of Information

Technology (the “NCDIT”) issued a Request for Proposal (the “RFP”), seeking

proposals from bidders to be the vendor for North Carolina’s ELT Solution. The ELT

Solution is an electronic platform that tracks lien and title information between the

NCDOT and the lienholder of a vehicle. The RFP used a “Best Value” procurement

method that considered five criteria when evaluating bids:

Criterion A: Substantial conformity to solicitation specifications and requirements

Criterion B: Proposed project approach and schedule

Criterion C: Corporate existence of similar size and scope and strength of references relevant to technology areas of specifications

Criterion D: Explanations of the Statewide Technical Architecture Objectives

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Criterion E: Price

eDealer and Vanguard were the only vendors to submit proposals in response

to the RFP. These two proposals were evaluated by the appointed Evaluation

Committee (the “Committee”) and subject matter experts for the NCDIT and the

NCDOT. In the review process, the Committee evaluated the strengths and

weaknesses of eDealer’s and Vanguard’s proposals and then compared and contrasted

the proposals. Thereafter, the Committee determined Vanguard’s proposal was the

most advantageous and offered the “best value” to the State.

In June 2020, the NCDOT awarded Vanguard the contract. On 26 June 2020,

eDealer filed a bid protest with the NCDOT and the NCDIT, arguing the Committee

improperly applied the procurement rules and policies and improperly evaluated the

competing proposals. On 8 September 2020, the NCDOT sent a written response to

eDealer, affirming its decision to award the contract to Vanguard.

On 22 October 2020, eDealer sent a letter to the State CIO and requested a

hearing on the bid protest. The State CIO applied to the Office of Administrative

Hearings (the “OAH”) requesting it preside over the bid protest. On 6 November

2020, the OAH issued a Notice of Contested Case and Assignment. After ten months

of pre-hearing filings, the matter came before an Administrative Law Judge (the

“ALJ”) on 8 through 10 and 17 September 2021.

At the conclusion of the hearing, the ALJ issued a Proposed Decision

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recommending that the State CIO cancel the contract award to Vanguard and award

the contract to eDealer. In its proposed decision, the ALJ concluded that the

Committee failed to use proper procedures, and Vanguard failed to meet “multiple”

RFP requirements, rendering its proposal incomplete.

On 8 June 2022, the State CIO reviewed the ALJ’s Proposed Decision and

issued a Final Agency Decision (the “Final Decision”), concluding eDealer failed to

meet its burden of showing the award to Vanguard was an error, rejecting the ALJ’s

Proposed Decision, and affirming the award to Vanguard.

On 8 July 2022, eDealer filed a Petition for Judicial Review with Wake County

Superior Court, requesting the award to Vanguard be canceled and the contract be

awarded to eDealer. On 5 March 2023, the superior court issued its Order and

Opinion on Petition for Judicial Review (the “Order”), concluding the Final Decision

contained procedural errors, and the award to Vanguard was “arbitrary and

capricious.” In lieu of remanding to the State CIO for further findings, the superior

court vacated the award to Vanguard and awarded the contract to eDealer. The

superior court concluded remand would be “futile” as the “only reasonable decision,

justified by the entire record, was that eDealer’s proposal provided the ‘Best Value’

to the State.”

The NCDOT and Vanguard filed separate notices of appeal.

II. Jurisdiction

This Court has jurisdiction to review this appeal from a final judgment from a

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superior court pursuant to N.C. Gen. Stat. § 7A-27(b) (2023).

III. Analysis

The NCDOT and Vanguard present two issues on appeal: whether the superior

court, sitting as an appellate court, erred by (A) failing to apply the proper standards

of review and improperly making findings of fact and conclusions of law, leading to

the vacatur of the award to Vanguard; and (B) exceeding its authority in ruling to

reverse the Final Decision and order the contract be issued to eDealer, instead of

remanding to the State CIO for further findings.

A. Standards of Review

We first address the NCDOT and Vanguard’s contention that the superior

court misapplied the applicable standards of review. Specifically, the NCDOT and

Vanguard argue the superior court did not apply the proper standards of review

because it made new, independent factual findings when conducting its de novo and

whole-record reviews. We disagree.

Under our review of a superior court’s order entered upon review of an agency

decision, we must first “determine whether the trial court exercised the appropriate

scope of review and, if appropriate[,] . . . decide whether the trial court did so

properly.” N.C. Dep’t of Revenue v. Bill Davis Racing, 201 N.C. App. 35, 40, 684

S.E.2d 914, 918 (2009) (alterations in original) (citation omitted and internal

quotation marks omitted).

1. Appropriate Scope of Review

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“The proper standard for the superior court’s judicial review ‘depends upon the

particular issues presented on appeal.’” Powell v. N.C. Crim. Just. Educ. and

Training Standards Comm’n, 165 N.C. App.

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eDealer Servs., Counsel Stack Legal Research, https://law.counselstack.com/opinion/edealer-servs-ncctapp-2024.