Vizant Techs., LLC v. Yrc Worldwide Inc.

2019 NCBC 15
CourtNorth Carolina Business Court
DecidedMarch 1, 2019
Docket15-CVS-20654
StatusPublished

This text of 2019 NCBC 15 (Vizant Techs., LLC v. Yrc Worldwide Inc.) is published on Counsel Stack Legal Research, covering North Carolina Business Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vizant Techs., LLC v. Yrc Worldwide Inc., 2019 NCBC 15 (N.C. Super. Ct. 2019).

Opinion

Vizant Techs., LLC v. YRC Worldwide Inc., 2019 NCBC 15.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION MECKLENBURG COUNTY 15 CVS 20654

VIZANT TECHNOLOGIES, LLC,

Plaintiff,

v. ORDER AND OPINION ON YRC WORLDWIDE INC., PLAINTIFF’S MOTION TO STAY PROCEEDINGS PENDING APPEAL Defendant.

1. THIS MATTER is before the Court upon Plaintiff Vizant Technologies,

LLC’s (“Vizant”) Motion to Stay Proceedings Pending Appeal (the “Motion”) in the

above-captioned case.

2. Pursuant to N.C. Gen. Stat. § 1-294 and North Carolina Rule of Appellate

Procedure (“Appellate Rule”) 8(a), Vizant moves for a stay of proceedings before this

Court pending appeal. After considering the parties’ briefs in support of and in

opposition to Vizant’s Motion, the arguments of counsel at the February 13, 2019

hearing on the Motion, and other appropriate matters of record, the Court concludes

that the Motion should be GRANTED in part and DENIED in part for the reasons

stated herein.

Lincoln Derr PLLC, by Sara R. Lincoln, for Plaintiff Vizant Technologies, LLC.

Strauch Green & Mistretta, P.C., by Jack M. Strauch and Jessie Charles Fontenot, for Defendant YRC Worldwide Inc.

Bledsoe, Chief Judge. I.

BACKGROUND

3. The dispute between Vizant and Defendant YRC Worldwide Inc. (“YRC”)

arises from alleged breaches of a Professional Services Agreement (“PSA”) entered

into by the parties, the specifics of which have been discussed by the Court in opinions

reported at Vizant Technologies, LLC v. YRC Worldwide Inc., 2018 NCBC LEXIS 155

(N.C. Super. Ct. Nov. 15, 2018), and Vizant Technologies, LLC v. YRC Worldwide Inc.,

2018 NCBC LEXIS 65 (N.C. Super. Ct. June 26, 2018). Vizant’s claims arise, in part,

from YRC’s nonpayment of fees allegedly owed under the PSA. See Vizant Techs.,

LLC, 2018 NCBC LEXIS 65, at *9.

4. According to the PSA’s terms, Vizant was to consult with YRC and

recommend ways to lower payment processing costs that YRC experiences in its

business as a national and international freight carrier. Id. at *2–7. Part of this

consultation required Vizant to generate an initial written report on its

recommendations. Id. at *2. YRC would pay Vizant fees based upon a percentage of

the “Financial Payment Cost Reductions” YRC realized. Id. at *11. Those “Financial

Payment Cost Reductions” were calculated by comparing “Pre-Agreement Financial

Payment Costs” to “Post-Agreement Financial Payment Costs”—terms defined in the

PSA. Id. at 11–12. “Pre-Agreement Financial Payment Costs” were the costs YRC

incurred before entering the PSA. Id. at *12. “Post-Agreement Financial Payment

Costs” were defined as the financial payment costs YRC incurred “as a result of the strategies and solutions that [were] identified and recommended by Vizant in

performance of its professional services[.]” Id.

5. Vizant contends that YRC implemented and achieved savings resulting

from two recommendations included in Vizant’s report—(i) charge YRC’s clients an

account management fee for credit card transactions and (ii) convince YRC’s clients

to switch from credit card payments to Automated Clearing House (“ACH”) payments

(the “ACH Recommendation”). Id. at *23. Vizant further contends that YRC did not

pay Vizant fees based on those savings. Id. at *9, *23.

6. In response, YRC asserts that it never reviewed Vizant’s written report and

could not have knowingly implemented the strategies contained therein.1 Id. at *19.

YRC also contends that it was already implementing or had considered implementing

cost-reduction strategies similar to the account management fee and ACH

recommendations in Vizant’s report and that YRC’s management informed Vizant of

this prior to the execution of the PSA. Id. at *4.

7. On January 19, 2018, Vizant and YRC filed cross-motions for summary

judgment. During briefing and at the hearing on the motions, both sides disputed

the conditions under which the PSA required YRC to pay Vizant a fee. These

arguments focused on whether the PSA required YRC to pay Vizant for cost

“reductions . . . even if YRC previously considered implementing the identified”

strategies or implemented the identified strategies independently of the suggestions

1 One YRC employee reviewed an electronic copy of Vizant’s report in early 2017 pursuant to an order from the Court for the purposes of assisting the parties with discovery. YRC contends that this is the only instance in which any person associated with YRC has viewed Vizant’s report. in Vizant’s report (as Vizant argues the contract should be read) or whether YRC was

only obligated to pay a fee “if Vizant’s suggestions actually caused YRC to change

business practices and realize savings” (as YRC contends). Id. at *9–10. In essence,

YRC argued that it had to pay Vizant only if Vizant came up with and caused YRC to

implement new strategies and that YRC did not owe Vizant for savings realized

through strategies YRC was already considering or decided to implement of its own

volition having never reviewed Vizant’s report. See id. at *9. Vizant argued that the

PSA contained no such nuance and simply required a payment if YRC implemented

one or more of the strategies appearing in Vizant’s report and realized savings. See

id. at *10.

8. In an order and opinion entered June 26, 2018 (the “First Summary

Judgment Order”), the Court examined whether Vizant’s entitlement to a fee under

the PSA turned upon which party caused the relevant cost-saving strategies to be

implemented. In doing so, the Court looked to section 6 of the PSA, which defined

“Post-Agreement Financial Payment Costs” as “Financial Payment Costs that [YRC]

incurs on a monthly basis, as a result of the strategies and solutions that have been

identified and recommended by Vizant[.]” (Pl.’s Mem. L. Supp. Mot. Summ. J. Ex. 2

§ 6 [hereinafter “PSA”], ECF No. 84.3.)

9. The Court concluded that the answer to this specific dispute largely turned

on the meaning of the term “Post-Agreement Financial Payment Costs” and that the

definition of that term was in turn dependent upon the meaning of the word

“identified.” Vizant Techs., LLC, 2018 NCBC LEXIS 65, at *12–13. The Court noted that “identify” could mean “specify,” “recognize,” or “name”—definitions supporting

Vizant’s position—or “establish the . . . separate or distinct existence of”—a definition

supporting YRC’s argument. Id. at *13–14. Because both definitions of “identify”

were reasonable, and the meaning of “identify” was thus ambiguous, the Court

concluded that the definition of “Post-Agreement Financial Payment Costs” was

ambiguous. Id. The Court further concluded that the extrinsic evidence presented

by the parties did not allow the Court to resolve this ambiguity as a matter of law.

Id. at *17–18. Thus, the Court held that whether Vizant was entitled to a fee under

the PSA was an issue for the jury at trial. Id. at *22.

10. The First Summary Judgment Order also addressed a motion by YRC to

exclude certain opinions and calculations offered by Vizant’s damages expert, Scott

Emmanuel (“Emmanuel”). The challenged opinions concerned the amount in fees

YRC owed Vizant under the PSA should a jury determine that Vizant was entitled to

a fee under the PSA’s terms. Id. at *22–23. YRC forecast that Emmanuel would offer

opinions on (i) Vizant’s damages linked to outstanding fees owed for Vizant’s “account

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2019 NCBC 15, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vizant-techs-llc-v-yrc-worldwide-inc-ncbizct-2019.