Walsh/II in One Joint Venture III v. Metropolitan Water Reclamation District

904 N.E.2d 1158, 389 Ill. App. 3d 138
CourtAppellate Court of Illinois
DecidedMarch 20, 2009
Docket1-08-3167
StatusPublished
Cited by5 cases

This text of 904 N.E.2d 1158 (Walsh/II in One Joint Venture III v. Metropolitan Water Reclamation District) is published on Counsel Stack Legal Research, covering Appellate Court of Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Walsh/II in One Joint Venture III v. Metropolitan Water Reclamation District, 904 N.E.2d 1158, 389 Ill. App. 3d 138 (Ill. Ct. App. 2009).

Opinion

PRESIDING JUSTICE FITZGERALD SMITH

delivered the opinion of the court:

The instant cause involves an interlocutory appeal pursuant to Illinois Supreme Court Rule 307(a)(1) (166 Ill. 2d R. 307(a)(1)).

Plaintiff-appellant Walsh/II In One Joint Venture III, a joint venture as formed between plaintiffs-appellants Walsh Construction Company, an Illinois corporation, and II In One Contractors, Inc., an Illinois corporation (Walsh), filed a cause of action seeking a preliminary injunction against defendants-appellees Metropolitan Water Reclamation District of Greater Chicago, an Illinois municipal corporation (District), and Darlene A. LoCascio, in her official capacity (LoCascio), to prevent them from recommending the award of, or awarding, a certain contract on a project to another bidder. Intervening defendant-appellee F.H. Paschen, S.N. Nielsen/IHC Construction Joint Venture (Paschen) was granted leave to intervene as a party-defendant and, along with the District, moved for a directed finding pursuant to section 2 — 1110 of the Illinois Code of Civil Procedure (Code) (735 ILCS 5/2 — 1110 (West 2006)) following a hearing on Walsh’s motion for preliminary injunction. The trial court granted the District and Paschen’s motions for directed finding and denied Walsh’s motion for preliminary injunction.

Walsh appeals, contending that the trial court erred in determining as a matter of law that it failed to establish a prima facie case of a clear right in need of protection, and that all the other requirements for a preliminary injunction exist in this case. Walsh asks that we reverse the trial court’s order granting the District and Paschen’s motions and denying Walsh’s motion, and either sua sponte enter a preliminary injunction or remand the matter for further proceedings. For the following reasons, we affirm.

BACKGROUND

On July 16, 2006, the District announced an invitation to bid on contract No. 07 — 220—P3, which pertained to a project with an estimated cost of $244,600,000, known as the Primary Settling Tanks and Grit Removal Facilities at the Calumet Water Reclamation Plant. In the bid packets it made available to all potential bidders, the District provided instructions outlining the requirements necessary for a valid and responsive bid. These included a copy of the District’s Affirmative Action Ordinance and Revised Appendix D (Ordinance, Appendix D) specifying the requirement that all bidders provide a “Utilization Plan” signed by the bidder. Sections 8 and 9 of the Ordinance, as included in the pre-bid packet, state:

“Section 8. Utilization Plan and Review
(a) Each contractor shall submit with its bid a completed and signed Utilization Plan ***. *** The contractor is required to sign the Utilization Plan ***.
(b) Each contractor shall include with its bid, a signed and completed Utilization Plan ***. *** Failure to submit the Utilization Plan signed by the contractor at the time of the bid opening *** will be viewed as nonresponsive and the bid will be rejected. $$$
* *
Section 9. Compliance Review and Enforcement (a) Review of Bid Submission Responsiveness
(i) The Purchasing Agent of the District (‘Purchasing Agent’) shall review each bid submission on a contract to determine if the contractor included in the submission a completed and signed Utilization Plan required by Section 9 herein.
(ii) The Purchasing Agent shall declare the bid submission nonresponsive where a contractor (a) failed to submit with its bid a completed and signed Utilization Plan ***.” Affirmative Action Ordinance Appendix D of the Metropolitan Water Reclamation District of Greater Chicago §§8, 9 (rev. December 6, 2007).

Also included in the pre-bid packets provided by the District to the potential bidders was a copy of the Utilization Plan and its signature page, labeled page D-25. This page, which requests a bidder to swear under oath that the affirmative action subcontractor information the bidder provides is true and correct, states:

“The Bidder is required to sign and execute this page.” (Emphasis in original.)

Page D-21 of the Utilization Plan also states:

“IF A BIDDER FAILS TO INCLUDE signed copies of the Utilization Plan at the time of the bid ***, said bid will be deemed nonresponsive and rejected.
All Bidders must sign the signature page of the Utilization Plan.” (Emphasis in original.)

In addition to these statements in Appendix D and the Utilization Plan, several other documents provided by the District in its pre-bid packets warned that a bidder’s signature was required on page D-25 in order for the bid to be considered. For example, page 1-4 of the “Invitation to Bid,” page P-4 of the “Proposal” and page A-35 of the “Agreement” all contain the following statement:

“The bidder must sign the signature page, D-25 of the Utilization Plan. Failure to submit the Utilization Plan signed by the bidder on page D-25 will be reviewed as non-responsive and the bid will be rejected. *** The Utilization Plan MUST be signed by the bidder ***.” (Emphasis in original.)

Echoing this, page P-4X of the Proposal and page A-31X of the Agreement state:

“All bidders must submit with their proposals a signed and complete Utilization Plan ***. The bidder must sign the signature page, D-25 of the Utilization Plan. Failure to submit the Utilization Plan signed by the bidder on page D-25 will be reviewed as non-responsive and the bid will be rejected.” (Emphasis in original.)

Page P-5X of the Proposal also states:

“The Utilization Plan MUST be signed by the bidder.” (Emphasis in original.)

In August 2008, the District required all potential bidders to attend a mandatory pre-bid conference. Walsh attended this meeting, as did Paschen. At the meeting, the senior compliance officer with the District’s affirmative action section, Lindsey Gayles, reviewed with the bidders all of the requirements related to the District’s Ordinance. Highlighting several important bid responsiveness items for the potential bidders, Gayles specifically addressed Appendix D and, particularly, the Utilization Plan. Gayles informed the bidders that they were required to submit a signed and completed Utilization Plan and told them where exactly within their pre-bid packets they could find page D-25. Discussing the contents of page D-25, Gayles reminded the bidders of the importance of that page and, drawing their attention to the underlined and bold text, instructed them several times that they were required to sign page D-25 or their bid would be considered “as materially in non-compliance.”

Bids on the project were due September 30, 2008.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Schiappa v. F.I.T. Management, Inc.
2024 IL App (1st) 230412-U (Appellate Court of Illinois, 2024)
Barnes v. Michalski
925 N.E.2d 323 (Appellate Court of Illinois, 2010)

Cite This Page — Counsel Stack

Bluebook (online)
904 N.E.2d 1158, 389 Ill. App. 3d 138, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walshii-in-one-joint-venture-iii-v-metropolitan-water-reclamation-illappct-2009.