LO Management, LLC v. Office of Administration

CourtMissouri Court of Appeals
DecidedDecember 20, 2022
DocketWD84954
StatusPublished

This text of LO Management, LLC v. Office of Administration (LO Management, LLC v. Office of Administration) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
LO Management, LLC v. Office of Administration, (Mo. Ct. App. 2022).

Opinion

In the Missouri Court of Appeals Western District

LO MANAGEMENT, LLC, et al., ) Respondents, ) ) WD84954 v. ) Consolidated with WD84956 ) OFFICE OF ADMINISTRATION, et al., ) FILED: December 20, 2022 Appellants. )

APPEAL FROM THE CIRCUIT COURT OF COLE COUNTY THE HONORABLE COTTON WALKER, JUDGE

BEFORE DIVISION TWO: LISA WHITE HARDWICK, PRESIDING JUDGE, THOMAS N. CHAPMAN, JUDGE AND JANET SUTTON, JUDGE

Office of Administration, Division of Purchasing and Materials Management

(“OA”) appeals the judgment in favor of LO Management LLC and David Koester

on their petition for declaratory judgment and injunctive relief alleging OA

violated state procurement laws in awarding a license office contract to a

competing vendor. OA contends the circuit court erred in granting LO

Management and Koester relief on one of their claims because they failed to

exhaust their administrative remedies. Additionally, OA asserts the court erred in

finding: (1) OA needed to promulgate a rule before using proximity as one of the

criteria in evaluating bids; (2) OA was required to allow LO Management to submit additional information to correct and supplement its proposal after the contract

was awarded to the competing vendor; (3) OA acted arbitrarily, capriciously, and

unlawfully in awarding proximity points and customer service experience points

to LO Management; and (4) LO Management and Koester were entitled to

attorneys’ fees. For reasons explained herein, we affirm, in part, and reverse, in

part.

FACTUAL AND PROCEDURAL HISTORY

In October 2019, OA issued a request for proposal (“October RFP”) to elicit

bids to operate the license office in Troy for the Department of Revenue (“DOR”).

The October RFP provided that, in evaluating the applications, up to 10 proximity

points would be given to vendors whose principal place of business was near the

Troy license office.

When the October RFP was issued, the Troy license office was operated by

Koester & Koester, LLC, which was owned by Koester and his father. Before the

deadline for submitting proposals to the October RFP, Koester and his uncle

formed LO Management for the purpose of submitting a proposal. LO

Management’s Articles of Organization, filed with the Secretary of State, identified

Koester’s home address in O’Fallon as LO Management’s business address.

LO Management submitted a proposal in response to the October RFP. The

proposal listed Koester’s home address in O’Fallon as LO Management’s principal

place of business. The Troy Chamber of Commerce, which had operated the Troy

license office prior to Koester & Koester, also submitted a proposal in response to

2 the October RFP. OA elected not to award the contract to any vendors under the

October RFP.

Instead, in May 2020, OA issued a new RFP for operation of the Troy license

office (“May RFP”). Proposals were due on June 4, 2020. Under the May RFP,

vendors could earn up to 205 total evaluation points, split between several

evaluation criteria and bidding preferences, including up to 24 points for

proximity points and up to eight points for customer service experience. The

contract was to be awarded to the vendor with the highest total evaluation score.

Portions of the bids were to be evaluated and scored by OA, while other portions,

including the proximity points and customer service experience points, were to be

evaluated and scored by a three-person evaluation committee comprised of DOR

employees.

Proximity points were based on the distance of the vendor’s principal place

of business from the current Troy license office as measured by Google Maps. A

principal place of business within five miles of the license office would be given

the full 24 points, with fewer points given as the distance increased up to 100

miles, over which no points would be given.

The May RFP defined the vendor’s principal place of business as “the bona

fide place of business for the contractor as declared by the contractor and

indicated in any organizational documents for the contractor’s business

organization.” It required that a principal place of business: (1) “Include a

permanent, enclosed building or structure owned or leased by the contractor”; (2)

3 “Be actually occupied by the contractor as a place of business”; and (3) “Be

located where the public may contact [the] owner or operator of the contractor, or

his or her representative, in person or by phone at any reasonable time.”

To receive proximity points, the May RFP required the vendor to include

documentary proof, such as a deed, mortgage or loan document, lease

agreement, or property tax receipt, of its interest in the property located at the

address of its principal place of business. The May RFP instructed that the

address a vendor listed for its principal place of business had to be a street

address and not a post office box. The May RFP further provided that, if the

vendor had a business address that it had filed with the Secretary of State’s office,

it had to use this address as its principal place of business address. If the vendor

did not indicate any principal place of business address, it would not receive any

proximity points.

Other general terms of the May RFP included a provision advising that it

was the vendor’s responsibility to ask questions and advise OA if the vendor

believed that any language, specifications, or requirements violated any state or

federal law or regulations. Any questions or issues regarding the May RFP were

to be submitted to an identified “buyer” no later than 10 calendar days prior to

the due date of the proposals. In fact, the May RFP emphasized that all questions

or comments from vendors regarding the May RFP were to be directed only to the

buyer:

4 Vendors and their agents (including subcontractors, employees, consultants, or anyone else acting on their behalf) must direct all of their questions or comments regarding the RFP, the evaluation, etc. to the buyer of record indicated on the first page of this RFP. Vendors and their agents may not contact any other state employee regarding any of these matters during the solicitation and evaluation process. Inappropriate contacts are grounds for suspension and/or exclusion from specific procurements. Vendors and their agents who have questions regarding this matter should contact the buyer of record.

(Emphasis added.)

The May RFP further provided that OA was “under no obligation to solicit

information if it is not included with the proposal.” Vendors were warned that

“ambiguous responses” may result in an “unfavorable evaluation” of the

proposal, but OA “reserve[d] the right to request clarification of any portion of the

vendor’s response in order to verify the intent of the vendor.” The vendor was

cautioned that its response “may be subject to acceptance or rejection without

further clarification.” In evaluating a proposal, OA “reserve[d] the right to

consider relevant information and fact, whether gained from a proposal, from a

vendor, from vendor’s references, or from any other source.”

After OA issued the May RFP and increased the number of possible

proximity points, LO Management decided to obtain office space in Troy.

Through a real estate agent, LO Management rented a unit in the back of a

building located at 499 Main Street in Troy. The space had previously been rented

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