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HomeMy WebLinkAboutRES-1998-005 Regarding Request to Disqualify the Proposals of O C Mitchell Jr Inc for the Renovation of Skills Development Center 02-25-1998~~~ a ,~ ~~ NORTH CAROLINA ORANGE COUNTY RESOLUTION REGARDING REQUEST TO DISQUALIFY THE PROPOSALS OF O.C. MITCHELL, JR., INC. FOR THE RENOVATION OF THE ORANGE COUNTY SKILLS DEVELOPMENT CENTER WHEREAS, on November 20, 1997, Orange County received proposals for the renovation of the Orange County Skills Development Center which proposals are shown on bid tabulation forms, copies of which are together Exhibit A to this Resolution; and WHEREAS, The Resolute Building Co. sought the disqualification of the proposals of O.C. Mitchell, Jr., Inc. for the reasons and as stated in the November 21, 1997 and December 15, 1997 letters from attorneys of The Resolute Building Co., copies of which are Exhibits B and C respectively of this Resolution; and WHEREAS, Orange County has received documentation from its architect, Dixon Weinstein Architects, P.A., and from O.C. Mitchell, Jr., Inc. which documentation includes a December 9, 1997 letter and a January 8, 1998 letter from O.C. Mitchell, Jr., Inc. to Dixon Weinstein Architects, P.A. and a January 8, 1998 letter to Orange County from Dixon Weinstein Architects, P.A., copies of which documents together are Exhibit D to this Resolution; and WHEREAS, the Board has considered the documents that are Exhibits A-D and letters from the County Attorney dated December 5, 1997 and January 13, 1998 addressed to the attorneys for The Resolute Building Co., copies of which are Exhibit E and F respectively of this Resolution; NOW, THEREFORE, IT IS RESOLVED BY THE BOARD OF COMMISSIONERS OF ORANGE COUNTY THAT, based on the documents which are exhibits to this Resolution and all other things coming before the Board, there is no factual basis and no basis in the law for disqualifying the bids of O.C. Mitchell, Jr., Inc. on the Orange County Skills Development Center renovation project. Upon motion made by MOSES CAREY, JR. seconded by STEPHEN HALKIOTIS the foregoing resolution was adopted. Ayes• Chair Margaret W. Brown and Commissioners Moses Carey, Jr., William L. Crowther, Alice M. Gordon and Stephen H. Halkiotis Noes: NONE I, Beverly A. Blythe, Clerk to the Board of Commissioners for the County of Orange, North Carolina, DO HEREBY CERTIFY that the foregoing has been carefully copied from the recorded minutes of the Board of Commissioners for said County at a regular meeting of said Board held on January 20, 1998, said record having been made in the Minute Book of the minutes of said Board, and is a true copy of so much of said proceedings of said Board as relates in any way to the passage of the resolution described in said proceedings. WITNESS my hand the corporate seal of said County, this 25th day o f February 19 9 8 . Jerk to e Board o Commissioners lsg-11\ocmitc.res EXHIBIT A Nov-24-97 1a:35A Dixon M.zlnstoin Arct~itsact 929-96g-0473 P-~Z rn 'sN~ •j P,~c~{l ~~ s~w!yxy~ ~.gcu~eM uox,p 'A~a,ao~'.5 '"PP•9'"'°I °'~ 4~"" auo4oyv6au u~°q puo swoa uo~d puo ~Q~o'J 1Ea ~ly0i' {{I~ °/it puo Peax,d cv 8'I•! P1r'O''" ~+""OJ v8vo~p ~vwy sn J(~gou esoa~ papaao~d ~"°u'ele}° ou Bin~oay puo fu0a~uaW! rro paow+ouw wa •ur~u mn+ ~ royl °~9 p~u°dv q °ti °1a'" rrd~awo ~c wrno~oq ppaaawva, oq o1 s~o;+ddv sadola~va ~wod+i ,oy P°b1 °i~ °' ,,,,~, ti,µ~ ~ ~ ~(j~yp ~ Y! 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YEN] p Pa~ao u.4~ 1 '+~'PPQ 4p9 P°~'a' P°4 ~N ~s,r"~pu` °'w°°"`:.,dv. s,ipy~yv ~ {~ "' T sra+a s '' •p Bu~~u~ 'suiw~d euol~an3 •pt +~N 3'~DP Zak ~°PP+/ PtlD ~t iogwanoN v,vi ..«t~ p~•c, P°~P l # W"pu°PPY pMwo°~ pay a+adti°,w; wdsad asoy P°'~°'"' P°Y"d° ~,wr, s,P'S ~}°9 'H'•P~'^ *~P'9 s'.~P ,sP~suo~ ne,( sc dlay J~ou, St,oFa>f a+w 6ui+rio~ ayi '~ P!9 ~'°4~ ~ L~ ~elaRY'O t ~ u~puappy °BP°1r'°"'!'° s°" PtP •~f "rf 'yay~r,Yy '~ O 'pcrsa, naA }I 'ZZL'pZBS o'°~'°4t s~ tso~ ucxyxysua~ syj ~d'fe""•S ° so wtiol s~{t s4 'sui "u 'M'H'~Y ~ 'O '~'0? ~ i° uod so "'° ~°9urw'~'m~° apr~u ~' p"" ~,no7 oBuo+O tgyt pf °~°'~{ rrorl oxn$ 'i~a?cad sy~ 'off u"c~ P~9 F'a~'°a aye s~ p~°tt~' ~,ad ~ a+:1°~'i~JON '8N-I f°ei0tl0 ~ rsu x~x, m~ ~••i ',~,°~ i+'o~lA1°6 ~'iS Aµmoa ssun,p .sb iCe a Aor, h+s~ 8LZ1Z ~ '~ T -'rll~ wlS ti . i N ~P~ 6W,x '3 ~iE ~ INM h~tuy.J saa^'•S per, ~ 9"'~say~md }o'°ae'!Q ,<; ~R„ ~ M r„ /~ I `dZ ~w~'"O'N sac,of u,nd r,,.a,,,,..~, -rr ~; uWl4u~~ uOx~(1 Bid Tabulation Form Orange County Skl11s Development Center Chapel Hill, North Carolina 20-Nov-97 Contract: Single Prime Name of Bidder License # of Bidder Bid Security Base Bid Amount Alt. #1 Amount Cony. Unit Price Acknowledged add. #1 add. #2 FORCE CONSTRUCTION CO. 32761 X 1 270 989.00 157,100.00 X X O.C. MiTCHEtt, ,JR. 23371 X 824,222.00 147 ,390.04 PATRIOT BUILDING CO. 29128 X 9Z4 500.00 144,000.00 X X HE'RESOLUTE BUILDING CO. T 14397 X 867,400.00 _ 112,300.00 X X _ RIGGS HARROD BUILDERS 18fi67 X 911,017.00 108,150.00 X X VAN THOMAS CONTRACTOR 2560 X 930 040.00 115,000.00 X X C. C. WOODS CONSTRUCTION CO. 1054 X 947 707.00 91,000.00 X X TROUT &RIGGS CONSTRUCTION CO. 4352 X 898 800.00 93,300.00 X X Page 1 Rid Tabulation Form Orange County Skills Developrnent Center Chapel Hill, North Catalina 2Q-Nov-97 MULTI PRIME Contract: General Name of Bidder License # of Bidder Bld Security Base Bid Amount Alt. #1 Amount Conc. Unit Price Acknowledged add. #t add. #2 FORCE CONSTRUCTION CO. 32761 X 894,614.00 157,100.00 X X PATRIOT BUILDING CO. 29128 X 646,500.00 144 000.00 X X THE RESOLUTE BUILDING CO. 14397 X 566,200.00 112,300.00 X X ARROU BUILDERS RIGGS H 18667 X 610,221.00 108,150.00 X X _ VAN THOMAS CONTRACTOR 2560 X 640 000.00 1 i 5,000.00 X X C.C. WOODS CONSTRUCTION CO. 1064 X 646,080.00 91,000.00 X X & R1GG5 CONSTRUCTION CO. TROUT 4352 X 571,800.00 93,300.00 _ X X _ 0. C. MITCHELL, JR. ~~~ 23371 X 543 051.00 141,390.00 Page 1 _.-, ;~ a ~: 4 M _,.~ -~ ~a °o ~-., ~- ~~ , ~, ~rn :~ >< v a: u o +~ .~ U L d ~-, c `a: N ~-~ N ~~~ c ~r a 0 ~, tsl C_J Q ~ x a r 0 a `y' M ~~ ° o ~,~ :~. ~ <-, ,- ~ ~~-, N ~ i ~~ > ~, o '=; ~ ~ e4ed x X 0(1'005 l 00'562 98 X £Obi~ 5NOS'Q M4~18tIdS x X 00'0 00'~-76 O l X 8998 '00 ~BW~I~ ~~ x X 04'OOS L 00'016 i t l X t8Z 'OJ ~111V3N'3 9NIa1r611d S83H1089 NMOZ!8 X X 00'OQx 00'QOZ fi l l X 556t 9P119NIfTld 031Y~'»'SS1i x x 00'009 00'OOi- 9E ~ X 8616 t 9hue-wrid aoHarn+ 2~k 'PPS t* ~ppe p~a~~~r ~!ad llun ~ooa wno~.w ~!r •irr w~uN pig asRa ~(3~.no~5 pre ~PP18 W ~- ~!~ ~cpp18 to aweN lgwn~ :~11uO~ wad u-n~ 16-~N-OZ eu!lon~ 4~QN `II!N ~~~ ~zua~ 3u8~ sp!~IS ~~~ ~6u~p ~°.# ~YFW~l p!8 Orange County Skills [3svelopmern Center Chapel Hi!!, North Carolina 20-Nov-97 Bhd 7akwiatio~ dam MU~Ti PRlM~ Contract: Mechatlkal e ;_ ~. < .t> N ~-` ~0 v [j C ,~ ;>_ X y 0 G 3 c= $ ,_ 0 ~- a. 3 ~-~ p r ft ~ f J .. D ~, pfi A ~ ~: ~0 to ~ Cf 6 .L 1 ~~ L~ A c v `'' w Page 1 ~~ Bid Tabulation Form Urange County Skills Development Csrrtar Chapel Hill North Carolina zany-~ 7 A~C!<T1 PRIME: Cattract: Ele~ctricail Flame of Bidder Lic+ltitse 1! of Bidder Sid 5eaaity Base Bid Itrttaunt Alt. ~t M~vunt Conte Unit Price Acknowledfled sdd ~t add. ~2 ~dVt:(xJ $4O9-OQU X 160 p0O.O4 K X gITT1NG ELECTRICAL 4555-U X 1 B6,xs2. X X O'pELL ELECTRIC CO. 39Z~'-U X ~ 03 OTO.0O X X 4~EMpfR(~tAp}i ELECTRIC 76491-11 X 133 +165.00 ~ X X PIIVESr~T~ i;L~cr>~ICAL ooFm~crolls z~ s~ s-u X ~ av .OO 1 zoo.oo x x WA75ON ELECTRICAL iX]NS'TRIJCTiaN CU. 213-11 X 165,500.00 X X ~9e 1 ~: 7 '`' o < «, A uo ~ ~ r n A x Q a N CJ 0 r z 0 ~- J K; r ;~ ~~ D n T ~. Ao .~, I, b ~< W M1 ~~ /V •C.G W .~` 1 .n ui C=~ c~ V ~~ D) ~-v O ~~ EXHIBIT B Ncxt~x Bwl, L.L1 A I~L~ L1ADit.itY PAR'1'NERSt tip Arr~o~YS .4z' LaW t00 E 0~ StatE 560 Ct~n~t-a. Huai NoQ'rtt G-Rrn.nv~, ZTS i 4 J. 1'YLlA~R4lF..IfC 4AMDILROAa<^ a+~absxh~a~wr o~sa Fcc~a ~s~srwFaic ~Y. C~PfiDt1 J~(1Y~1~7R Z I, i ~7 ~. ~J~Jiii~ i.i~ ~~tt [7~~ i~1~A W L~1 ~ ~~7~ ~>i Re: Ob9octiott too Bids. Skill! I?evtlopmua Center, C~apd lii~, NC Deaf ~'. Lir>h: wui,ro,~o~ Cl+~P0.1i1. MC 1'1'i~6170~ ~a~+~ana•ea.~w~ ua.~ca+~.c~os 6~I~: PARI~LW~ '~Ifr rtpees~arn the Reno Buildegg Ca. C`Rcaod,t~. vrhisb sub~tttod bids ba-tb~ as a single Pane caenract~r sad m a a~-pti~ne for t~ the prajcct rcferr~ced abavc, vv~ir~ bids wow dated rlo~vrmher 20, 1997 and wtwch vreit is striRx camplianoe ~ aFi tim cegetuemeats of the bid process a b?` County. A~ iQ tt~c bid tsb~i~nt form pnpercd by Ot~rtge Cottat~t rasped m this pcojdcx, Resohae wras the second bidder in each ute~r, is es~ch ca:c bang secxmd only to the bids ~ by Q.C. ~+S'ttchdl, Jr-, Tnc. C`am'"). As the coa~esioa t~€tbe pructse, lteadute had as oPQortuoity too nwiew the bide br M~dl, smd 5ks this ab9ectiao ~ sect bo ~ s~ bid ats the follawitag bases: 1. Tlse bids aabtnitted by Mitchdt in each r,~pacity failed to i'ni oc imch~e either Addatdtun Na. t, dated 10, ]991, or Adder IVs. 2 daxod Novanbet 14, 1997. Each pft>lese addaftia strn that ~Y iarlucle revisio+u to the c~trasrt documcats, and as stxh s~ bt ~ pall of tied itt+t~d is the coatsad. Furtitec, s}f ilia tsddwdtt - rogttirs the the bidder ac,>mawledga reOEipt of the t~ddieaduai by iackt~og its member and date on the bid farm. Ttss is a substantial $ad ~i~ttl re~iremrnt of the bed pt~s, a requu~amdri 9vbich wta met with r+cspcc~ to each bid anbsn~ted by Res+otuie~ but a rec~neme~t w+htich Mitchrll tamed to meet with tespax tiv arch of its bids. 2. The NaQice ~ $iddes-s abo specifially raqui-'ed that " if tc eao~r~pdar is b'~dding both zis a pci~ ear a~ a: a prime tiroatra~etAr in the separatt prn+se cat~Y. he MUST submit the bids oa st~srate Sams and IN SEPARATE F~VVELOPES. Biddrxs Mr_ Jaha I.i:dc November 21, . _ ~1 page 2 must Cleeriy indicate oa the outside o!`the bad envelope which. contras) they are bang." (motion as in the ariginaE}. 'I'ktese e~ness pcovisioizs of the lYoticc to Bsriders were cn~et by Rootut~ but 14litcleell failod io comply with respect to its bids. Resolute considers these requanon>e~s ba be materH! sad a part of thG stateetoty bid grocesa, roquiriug Orange C.aunty W diar~ard flee bids wbtmtted by M~eJI. The fast itean trf Hoer nae noted shove u deat~r uirical to the bid pnoeest, ss a bid subm-tt$ci ao so iaoompiebe os ianOC~erge act of oootract doaemems can Hat be vo~aucd to a proper bid, as the woiic de~od be each is rsot the same. Tba s+axmd item of seen-caa~lis°ce is also impottaat to tha in~e~rity t~ the bid ps+ooess, sad was in the Notice to B'eddesa. Wt bring these mauexs to rout a#txttian, in the hope tbet the Miteledl bid will uo~t b~ amwncc+d publicly sa the low bid, only to be set s:e~ 3atar snd t>tereby cnsta tu~svot~abk relation fnr the pettics in~olv+ed. PteaSe kt me Ima~r bow yon immd to procad. Sinoady, NOAIY~N BLUE, L.L,P. lobo A Nottb~ JAN1mmb F.aclosoc+e cc: Caeo~C'3edbc'll Dixan W~a ~ PA The Ra~ohete Buildag Cony TOTAL P.C~; EXHIBIT C JOHN E. BUGO EDWARD N. POLLARD JAY M. WILECERSON WILLIAM J. WOLF R. ROY MITCHELL, JR. OF COUA'SEL Mr. Geoffrey E. Gledhill Coleman, Gledhill & Hargrave Post Office Drawer 1529 Hillsborough, NC 27278 Dear Geoff: BUGG & WOLF, P. A. ATTORNEYS AT LAW CUITE 170, UNIVERSITY OFFICE PARE{ 411 ANDREWS ROAD DURHAM, NORTH CAROLINA 27705 December 15, 1997 . ~ ~: . ,:~7, PosT OFFICE Box 2917 DUHHAM, NORTR CAROLINA 2771$ -rELEPH ONE X919) 383.9431 -rELECOPIER i919) 383-9771 Via Facsimile & U.S. Mail Re: Orange County Skills Development Center, Chapel Hill, N.C. -Resolute Building Company's Bid Protest Resolute Building Company ("Resolute") requested that I, too, review this matter and afford them a "second opinion" regarding the substantive merits of their bid protest. After having reviewed the material documents including John Northen's letter of November 21, 1997 and your response of December 5, 1997, I respectfully offer the following comments for your further consideration: 1. Proposals that do not meet the material requirements of the solicitation -that is, nonres onsive proposals - must be rejected. This is necessary and appropriate, of course, to preserve the integrity of the competitive bidding process. I believe we would all agree that both addenda were material requirements of the solicitation and would be expected to have had considerable influence on every bidders' pricing. 2. A usually safe and reliable standazd to apply in determining whether a nonconforming or irregulaz bid is truly nonresponsive is whether or not the public owner could be legally justified in awarding the contract to the low bidder who submitted an irregular bid even though the 1cL bidder were to decide after bid opening that he did not want such an award. As applicable to the case at hand, that would be to ask: If O.C. Mitchell had requested that its bid n~.l be considered for an award after the bid opening and after it had become privy to all other bidders' pricing, then could the County have nevertheless been legally justified in ignoring O.C. Mitchell's request and forcing him to accept an award under such given circumstances or else forfeit his bid bond? If the County could not legally impose such an award under those given circumstances, then O.C. Mitchell's low bid must be rejected as nonresponsive. Otherwise, O.C. Mitchell would clearly have enjoyed a distinct competitive advantage over all the other conforming bidders because he would have, in effect, been allowed to submit what, in effect, should be considered as an "optional bid." Mr. Geoffrey E. Gledhill Page 2 December 15, 1997 3. As applicable to the case at hand, if O.C. Mitchell had decided that he was not comfortable with his pricing relative to that of the other bidders following the bid opening and did not want an award of the contract, the County clearly could not have legally forced him to accept such an award because his bid ~n i e face indicated that he had not received the addenda for consideration. Therefore, under these given circumstances, the County clearly could not have f rced an award upon O.C. Mitchell or else a forfeiture of his bid bond. 4. The fact that O.C. Mitchell might have used a revised bid form that came in the first addendum is clearly no evidence or acknowledgement that he received the second addenda. Moreover, this would not even have constituted acknowledgement by him that he had received the first addendum -either de facto or otherwise. Rather, this use of the revised bid form at best could only be considered as some extrinsic evidence that he might have received the first addenda. On the other hand, however, he could have gotten a copy of the revised bid form from another bidder or elsewhere without ever having requested or received the accompanying addenda itself. Likewise, the fact that the County's architect questioned the bidders either as a group or even individually before bid opening regarding their receipt of the addenda in no way legally obliged the bidders to respond one way or the other. Nor would their responses have been legally binding. Even the fact that O.C. Mitchell confirmed after bid opening that he had received the addenda and the changes were included in his bid should be considered meaningless since he was then privy to all other bidders' pricing. To afford this ex post facto confirmation any consideration would be the same as allowing him to disclaim this after bid opening and thereby avoid an award because he had not received the addenda even though his bid indicated otherwise. The point is that true responsiveness has to be determined from comparing the bid to the requirements of the solicitation -not from equivocal evidence extrinsic to both. Of course, had the solicitation for proposals otherwise provided that these as well as other factors could be considered after bid opening in connection with an award, then that would be a horse of a different color. But, all the bidders would have then been able to know that they would enjoy the same benefits in these respects, and they would have submitted their bids accordingly. Now, if that had indeed been the case, wouldn't that have been a mess?? 5. Said otherwise, if you could not have forced O.C. Mitchell to have accepted an award of the contract over his objections in light of what you have otherwise considered to have been "minor irregularities" in his bid, then his bid mus be rejected as being nonresponsive. And, there should exist little or no doubt in the case at hand that O.C. Mitchell could have easily avoided a legal award of the contract had he decided to do so for whatever reason after bid opening. 6. It is certainly understandable that the County would want to award the contract to O.C. Mitchell and ostensibly save the taxpayers a few thousand dollars -depending on how the award might be made. Nevertheless, that would appear to be a relatively small price to pay in the long run in order to preserve the integrity of the County's competitive bidding process. Mr. Geoffrey E. Gledhill Page 3 December I5, 1997 In closing, A. Fleming Bell, II at the Institute of Government is the leading authority for public bodies regarding issues such as these. He has even authored a very informative publication by the Institute entitled "Construction Contracts with North Carolina Local Governments." While the particular issue at hand is not directly addressed in his publication, his informal opinion would be quite persuasive. If you have not already consulted with him, I would respectfully suggest it might be quite helpful in resolving this matter one way or the other if you were to share John Northen's, yours, and my letters with him. Thank you for your considerations. With kindest regards, I am Yours very truly, W' John E. Bu~Q ~~ JEB/p cc: Resolute Building Company John A. Northen, Esq. H:1WPUtESULUTE\GLEDHILL.LTR EXHIBIT D V.C. MITCHELL ~R., INC. ~E~ERA~ ~o~raA~.oas CONSTRUCTION CLEANING PAINTING 141 1 South Miami Boulevard • Durham. North Carolina 27703 919-596-2868 • Fax 919-596-9384 12/09/97 Mr. Joe Paradis Dixon Weinstein Architects 431 W. Franklin Street Chapel Hill, NC 27516 RE: Orange County Skills Development Center Dear Mr. Paradis, Attached you will find our original FAX cover sheets for Addenda #1, #2. We also received the hard copy of this information prior to bid date. Our acknowledgment of this on bid documents was purely error. (Note: Our bid was included on the new form from Add. #1). It is our understanding a contract may be written as late as January 20, 1998. This does not cause a problem with our operations. We would like to be your contractor of choice. Please advise of any further information we can provide at this time. Sincerely, O. Grafton Mitchell, III President Nov-10-97 O1:33P Oixon Weinstein Architect 919-968-0473 P.O1 1Oj 6[>Q•B96'6l6 ECCB'896~6 t 6 9! SLL J N "I!!H (adoy] i.oys u~(~vo,~ •M (S7 p,ck,no~ ayl SL •~uocawo~ so saonsanb duc c{3in~ lea ~~ •sRd q : (pastnu) jesutiu~ ~o ~uso~ - SO£ nottoas •sSd z ~[ 7Q 12i 'ntotsiA71 ~IIIMflJQ •s3~ ~ [~ ~PaaPPb' •sSd q siapPj9 301sjZ .s~ I ~~~ ianaJ :sojmput zuJ s~ •sn-ojjo; ~alw' ~uouadulanaQ aZigS ~ClunR' a4atuO aV11o l#f ~~aPPV stprssd x~ j :u~o, j :~wuo j o~ soi ddo' pJON qua' luautciujanaQ stl~S +ilano~ o8tttitp :t>aro~d ocpntsjjtH :.(uoduro' :oN ~ (is!1 pagae3~a aas) uappjg ~! {ry- 6u-pnpu,) ql :sa6od/° •oN L6lUlill - ~o+oQ u~aiswaM uox!Q Nov-14-97 10:19A Oixon Weinstein Hrcnlt2cL yly-yoe~-v~ai~ / Uison Weinstein Do+e: 11/14/97 No. d Poges: 13 (including this) Ta Bidders fax Nay Componr Project Skill Developmcnt Ccntcr, Orange County Hord Copt Yes To FoAo+r: Fiore: Joe Paradis Addendum Z attached Fax Please Note: This is the last addendum to be issued before bids tt:r taken nn November 24, 1997. t:upies tu: Trout ~ Riggs. Riggs - Hatzod $uildt;rs. O. C. Mitchel!. I=orcr Catutruction Company, Van 'Ihotaas Contnwtur. Inc.. Carolina Air Cunditining Co., Aacco, iota.. Pine State Elxuical Contractors, Iac.. Materials Informstioa Sysums, Bitting Electric. Inc.. ~Flauon Elci;trical, Thomersoa Electric. Inc.. Resolute. ?Bia. loc.. Dept. of Iasttrance, Patriot Building, loc., Pendsrgraph Electric Inc., Srown Brothers. O'Dc11 Electric Com~ny, Iac.. C. C. Woods Construction Co.. DS1riC0 Inc., Anctwr Plumbing, Inc.. Hamlin RuoCnK, Sparrow Plumbing, ~c Comfort Engineers r.v~ 25 The Ccvr+yord d31 W. FronJ<tin Sheel Chope! HiJ~ N.C. 2T5i6 9+9.968.8331 919.968.047) Fat Jan-08-98 01:29P Dixon Weinstein Architect 919-968-0473 P.02 I i e '7 O .~'~S -~ ca ~ pas ~d ~oass+b ~ aesg .oc~ ~omrJ ado sao~ .c~oJ slae~p o~ Ys ~~ tio!s ~ ~ fl!4 [.6bi 'OZ ~9~+Qt~i ~o ~ t~ t~ ~ Z~ P~ 11 <<~'+PPY m pvp~i s~soas 11~ ~R ~ ~~ ~ ~ Qt ~i 1.66t '6 mo av da ~q}oj~ ~ ,tS ! ~d ~I~Q ~JsfL4S~~0 ~ ! ~!P~d "f'~I~f ~' 9ZS1~ ~I'[1B ~ ~S. ~3 'M 1 C~ I P~'J a4i ~L val~v ~-+~- Qa~ ' ~i ~ ~t X83`6-965-8 t b ~d • 8'82-985-b t 6 >,oLL2 p-~.to-~~ 47.~N 'wet~lflq • p~engrx>g !u~efYll ~~ t t art ~NCUV(Vd ~fYl!\11or37> • NO ~ S2fO1J`db1NOJ 'Id 3N3'~ ! ~ ° vsFe 96S his -~i 'err •~~3E-~~llw ap r~o2s~ wev0°Z 8661-se-t ..ran-ucs-~+a ~.._-._.-. ...,,.... .._ .-._ __ Orspon V14trusdn ArlA lrrer~. /• hole: Jorwery 8, 1'948 No. aF Pgg-„s 1 {~,dn,d~s ~ Ta Pant J~atetc fcac Na ~~ Hard Co¢y Ta fd{ovr. Frpm: 919, b44.30~ } a~ cosy Chor~lpe sl~~ttx~~~t Center t (~ Dixon 1 we fiave renewed addeeaum 3# } and #2 to e~iRrwtia coats essoci wflh dwngsa noted. Tha costs takd below ere our best guess estimate, 1Ne hors added lproiit and overhead b the esfn>oAes. kddandvsett ~ ] is prttnorlly oorrcerned wAh dari(ioe6oR we esinrdd that -pis cisoccled w~ ~ noted c~,aegss are ~ Haan j1000. Wo hors cow+ted tk~e 30 ~ extCnxon d contras Forme as o warsft. h could be seem as sfl'~n9 ~ ~n8 n'~Y'~n ~ vE tl'ae Cotiradot. We had substonba) opinion ao~retced rF+ot 18Q drys rhos nvi odegwb. addendom ~Z is Qs6itrwted as vd~ 58000. j3750 in achit~al tdems, ;420 in ~S EnSiAbe/:.y i l~~ t I hope this ir+Fortrottcn will be hetptui. Pease let rrte know if you need adddforol tryform4tipR, f have not mobt~Zed the Caere for lfre Jvntroty 20 rneefng. Ptaose br me know ~ you will hondie that or here akeody done sa. :r r 'i ZS tb. Cewtyard ar w. 5ttee~ a~ ~ tic 2sstb 979.68.8333 4rP.t~6?a73 ~ Post-tt` Faz Piote 7671 ~a+n ~~`j ~~$ ~oagas- TOTS P.Dl EXHIBIT E LAW OFFICES COLEMAN, GLEDHILL & HARGRAVE A PROFESSIONAL CORPORATION 129 E. TRYON STREET P. O. DRAWER 1529 HILLSBOROUGH, NORTH CAROLINA 27278 919.732.2196 FAX 919-732.7997 December 5, 1997 FROM THE DESK OF GEOFFREY E. GLEDHILL VIA FACSIMILE AND II.S. MAIL John A. Northen, Esquire Northen Blue, L.L.P. Post Office Box 2208 Chapel Hill, North Carolina 27515-2208 RE: Orange County Skills Development Center, Chapel Hill, North Carolina - Resolute Building Company Objection to Bids Dear John: I have reviewed your November 21, 1997 letter and the information provided to me by Orange County officials involved in the bidding` of the Skills Development Center renovation project, including the Notice to Bidders and the November 14 and November 10, 1997 addenda documents. My conclusion following that review is that neither of the bases for Resolute's objection to the bids of O.C. Mitchell, Jr., Inc. warrants disqualification of the O.C. Mitchell bids, the single-prime of which is the apparent low bid for this project. -~ Your November 21, 1997 letter first contends that the O.C. Mitchell bids should be disqualified because the. addendum documents (numbered 1 and 2), prepared by the project architects after the original project specifications were prepared, call for the contractors to acknowledge receipt of the addendum by including its number and date on the bid form. O.C. Mitchell's bid form did not include this acknowledgment. However, O.C. Mitchell's bids were submitted on the bid form that was part of Addendum number 1 (revised from the bid form with the original project bidding documents to include a request for unit costs for concrete floor replacement per cubic yard), clearly an acknowledgment that O.C. Mitchell had received the first addendum. Furthermore, during the bid opening process and before the bid opening, the County's architect questioned the bidders present about their having received Addenda numbers 1 and 2. John A. Northen, Esquire Page 2 December 5, 1997 O.C. Mitchell was represented at the bid opening. No bidder stated or in any other way indicated that they had not received both Addenda numbers 1 and 2. Mr. Chris Sparks, the president of O.C. Mitchell, Jr., has since provided confirmation to Orange County that O.C. Mitchell received both addenda before it submitted its bids and that the changes to the project described in the addenda are included in its bids. The obvious purpose of the requirement contained in each of Addenda number 1 and number 2 that their receipt be acknowledged on the bid form is to ensure Orange County that the bids submitted include the requirements contained in the addenda. This has been more than assured in this bidding process and thereafter. Considering all of the facts and circumstances surrounding the bidding of this project, O:C. Mitchell's-omission of the addenda acknowledgment on the bid forms, although technically not in compliance with the instructions to bidders, does not justify disqualifying O.C. Mitchell's bids. Resolute also contends that O.C. Mitchell's bids should be disqualified because O.C. Mitchell submitted its bids in one envelope marked Single Prime and that the same bid form was used by O.C_. Mitchell for its multi-prime general bid and its single- prime combi"n`ed bid. Orange County was fortunate to receive eight single-prime bids for this project. It also received one complete "set" of multi-prime bids (there was only one bid-for mechanical contract work). The sole purpose of requiring multi- prime and single-prime bids to be submitted separately and in separate envelopes is to ensure that the minimum number of bids necessary for (1) a bid opening and (2) a bid award have been received. Since there were more than three single-prime bids received and in envelopes marked single-prime, the minimum bid -- requirements were met. Further, the requirement to open the multi-prime bids (the law expressly prohibits opening a-ny multi- prime bid unless there is at least one full "set" of multi-prime_ bids) was also met in that there was a complete set of multi- prime bids submitted in envelopes marked multi-prime. Considering all of the facts and circumstances surrounding the bidding of this project, O.C. Mitchell's-submitting its single- prime and multi-prime general bids on one bid form and in one envelope marked Single Prime, although technically not in compliance with the instructions to bidders, does not justify the disqualification of the O.C. Mitchell bids. It is my opinion that Orange County cannot disqualify the O.C. Mitchell bids. The questions you raise on behalf of Resolute are ones that I think point out minor irregularities in John A. Northen, Esquire Page 3 December 5, 1997 the bidding process. Neither are "substantial" or "material" as contended in your November 21, 1997 letter. Considering all the facts and circumstances surrounding this bidding process, I don't see how either of the two issues raised by you on behalf of Resolute gave O.C. Mitchell an advantage or benefit or prejudiced Resolute in the bidding process. Very truly yours, COLEMAN, GLEDHILL & HARGR.AVE, P.C. ledhill GEG/lsg / . xc: Pam Jones John M. Link, Jr. Dixon Weinstein Architects, P. lsg-11 northen.ltr EXHIBIT F LAW OFFICES COLEMAN, GLEDHILL & HARGRAVE A PROFESSIONAL CORPORATION 129 E. TRYON STREET P. O. DRAWER 1529 HILLSBOROUGH, NORTH CAROLINA 27278 919-732.2196 FAX 919.732.7997 January 13, 1998 John E. Bugg, Esquire Bugg & Wolf, P.A. Post Office Box 2917 Durham, North Carolina 27715. FROM 7HE DESK OF GEOFFREY E. GLEDHILL RE: Orange County Skills Development Center, Chapel Hill, North Carolina - Resolute Building Company Objection to Bids Dear John: Thank you for your December 15, 1997 letter adding your opinion to that of John Northen's to the effect that Orange County is required under the law to reject the bid of O.C. Mitchell, Jr., Inc. for the construction project Orange County plans for its Skills Development Center. I have reviewed the reasoning for your opinion. I respectfully disagree with your conclusion. As you know, North Carolina law establishes a process for a bidder to withdraw a bid. If the bidder satisfies the statutory standard for withdrawal, the bid may be withdrawn and without the bidder forfeiting the bid security. That standard is as follows: [I~f the price bid was based upon mistake, which constituted a substantial error, provided the bid was submitted in good faith, and the bidder submits credible evidence that the mistake was clerical in nature as opposed to a judgment error, and was actually due to an unintentional and substantial arithmetic error or an unintentional omission of a substantial quantity of work, labor, material or services made directly in the compilation of the bid, which unintentional arithmetic error or unintentional omission can be clearly shown by objective evidence drawn from inspection of the original work papers, documents or materials used in'the preparation of the bid sought to be withdrawn. John E. Bugg, Esquire Page 2 January 13, 1998 N.C. Gen. Stat. § 143-129.1. The facts and circumstances surrounding the O.C. Mitchell bid would not entitle O.C. Mitchell to withdraw its bid on this project. The error in question, the failure by O.C. Mitchell to indicate its receipt of addenda on its bid document, was technical. The mistake was not a "substantial error" and, O.C. Mitchell could not have submitted credible evidence that it had not received the addenda in question. Orange County has received documentation from O.C. Mitchell demonstrating that it had received both addenda before it submitted its bid and that it included the addenda in its pricing. Furthermore, Orange ,County has received information from its project architect indicating that the two addenda combined were worth approximately $9,000 in the pricing. Even if O.C. Mitchell had not received the addenda, there is a serious question in my mind as to whether O.C. Mitchell could have withdrawn its bid without forfeiting its bid deposit. However, since Orange County has more than credible evidence that O.C. Mitchell did receive the addenda prior to the bid opening and that they were included in the O.C. Mitchell pricing, there is no basis for O.C. Mitchell to withdraw its bid under North Carolina General Statutes § 143-129.1. I have also reviewed case law discussing common law equity principles in cases involving public bidding laws. It is my conclusion that O.C. Mitchell would have no equitable basis to withdraw its bid under the facts and circumstances surrounding the bidding of this project. Since it received the addenda and since it used the addenda in its pricing and since the amount in question is considerably less than substantial (approximately 10 of the total O.C. Mitchell single-prime bid?, there seems to me little doubt that O.C. Mitchell would not be permitted by a court, on equitable grounds, to withdraw its bid. Since the O.C. Mitchell bid is not, as you've characterized it an "optional bid," but one that binds O.C. Mitchell to perform or lose its bid bond, the O.C. Mitchell bid cannot be disqualified by Orange County. I have also considered your contention that Orange County cannot consider what actually happened in making the decision to disqualify or not O.C. Mitchell. That is, you contend that the County cannot receive information after the fact about whether the addenda were received and whether they were included in the pricing. I do not find this contention persuasive. Both North Carolina General Statutes § 143-129.1 and the court decisions all demonstrate to me that consideration of all of the facts leading to the bidding question are not only relevant but material to John E. Bugg, Esquire Page 3 January 13, 1998 making the correct decision on withdrawal or disqualification. This idea is captured well in the North Carolina withdrawal scat-ute in its requirement that the basis for withdrawal be "clearly shown by objective evidence drawn from inspection of the original work papers, documents or materials used in the preparation of the bid sought to be withdrawn." Finally, the integrity of the County's competitive bidding process will not, in my opinion, be put at risk by the County's awarding a contract to O.C. Mitchell, Jr., Inc. Conversely, disqualifying the O.C. Mitchell bid would have that effect. Since the O.C. Mitchell bid cannot be disqualified, the County's option is not to award-this contract to the next low bidder, at a cost of approximately $27,000 more than the O.C. Mitchell single- prime bid, but to reject all bids and rebid the project altogether. Doing so under these circumstances will, in my opinion, do more damage to the integrity of Orange County's competitive bidding process and perhaps at an even greater cost. Thank you again for your interest in this matter and your views about the bidding for this project. With best personal regards. Very truly yours, COLEMAN~JGLEDHILL & HARGRAVE, P.C. ill GEG/lsg ,/ xc: Pam Jones ~/ John M. Link, Jr. Dixon Weinstein Architects, P.A. lsg-11 bugg.ltr