Untitled Texas Attorney General Opinion

The Attorney General of Texas February 8, 1982 MARK WHITE Attorney General Mr. Homer A. Foerster opinion No. w-440 Supreme Court Bullding P. 0. BOX 12549 Executive Director Austin. TX. 79711 State Purchasing and General Re: Authority of state 512/475-2501 Services Commission Purchasing and General Telex 9101974.1367 L.B.J. State Office Building Services Commission to award Telecopier 512/475.0266 Austin, Texas 78711 contracts on competitive pro- posals rather than competitive 1907 Main St.. Suite 1400 bids Dallas, TX. 75201 21417428944 Dear Mr. Foerster: 4924 Alberta Ave.. Suite 160 You advise that in October 1980. the State Purchasing and General El Paso, TX. 79905 Services Commission received the Report of the Operational Audit 9151533.3484 Committee of the Governor's Budget and Planning Office recommending that your commission "employ the competitive sealed proposal method as an alternative to competitive sealed bidding, particularly when 1220 Dallas Ave., Suite 202 Houston. TX. 77002 factors'other than acquisition price are important." The commission 7131650-0%6 requests our nconcurrence" that this method is permitted under article 3 of article 601b, V.T.C.S. 806 Broadway. Suite 312 Article 6Olb. section 3.10 states: Lubbock. TX. 79401 SOSi747.5238 In purchasing supplies, materials, services, and equipment the commission may "se, but is not 4309 N. Tenth, Suite S limited to, the contract purchase procedure, the McAllan, TX. 79501 5121092-4547 multiple award contract procedure, and the open market purchase procedure. The commission shall have the authority to combine orders in a system 200 Main Plaza, Suite 400 of schedule purchasing, and it shall at all times San Antonio, TX. 78205 try to benefit from purchasing in bulk. All 512/225-4191 purchases of and contracts for supplies, materials, services, and equipment shall, except An Equal OpportunityI as provided herein, be based whenever possible on Attirmative Action Employel competitive bids. (Emphasis added). The "contract purchase procedure" and the "open market purchase procedure" are both described in detail by subsequent sections. Id. OP3.11, 3.12. Section 3.10 does not require the commission to G either procedure to the exclusion of other procedures, but it does require that all purchases and contracts shall (except as therein provided) be based on competitive bids "whenever possible." p. 1516 Mr. Homer A. Foerster - Page 2 (MW-440) The exceptions provided therein are few. As amended in 1981, section 3.08(a) of article 601b provides that competitive bidding is not required for state agency purchases of $100 or less (or of $500 or less if the commission should so prescribe by rule). See V.T.C.S. art. 601b. 13, Acts 1981. 67th Leg., ch. 546, at 226c Although certain required preferences affect the selection of the “lowest,and best bid,” see article 601b. sections 3.20, 3.28, V.T.C.S., the only other exemp& provided by article 601b from the competitive bidding requirement is an exemption for blind-made products found in section 3.22. With those exceptions, the commission is to make purchases on competitive bids “whenever possible.” As noted in Texas Highway Commission v. Texas Association of Steel Importers, Inc., 372 S.W.2d 525, 527 (Tex. 1963): Competitive bidding... contemplates a bidding on the same undertaking upon each of the same material items covered by the contract; upon the same thing. It requires that all bidders be placed upon the same plane of equality and that they each bid upon the same terms and conditions involved in all the items and parts of the contract, and that the proposal specify as to all bids the same, or substantially similar specifications. Its purpose is to stimulate competition, prevent favoritism and secure the best work and materials at the lowest practicable price.. .. There can be no competitive bidding $J a legal sense where the terms of the letting of the contract prevent or restrict competition, favor a contractor or materialman, or increase the cost of the work or of the materials or other items going into the project. (Emphasis added). See also Sterrett v. Bell, 240 S.W.2d 516, 520 (Tex. Civ. App. - Dallas 1951, no writ); Attorney General Opinion B-24 (1973). A “bid” is an offer to contract, and an invitation for bids is merely a solicitation of such offers. See A 6 A Construction Company, Inc. v. City of Corpus Christi, 527 =.2d 833 (Tex. Civ. App. - Corpus Christ1 1975, no writ); Lane and Nearn v. Warren, 115 S.W. 903 (Tex. Civ. App. 1909, writ ref’d). In the law of contracts, a “proposal” is also an offer. Daugherty v. Missouri-Kansas-Texas Railroad Company of Texas, 221 S.W.Zd 928 (Tex. Civ. App. - Austin 1949. no writ). Thus, the term “competitive proposals” does not in itself signify a procedure different &om that-of-“competitive bids.” As you describe the proposed procedure, however, and as it is delineated by the rules the commission contemplates, it does not provide for competitive bidding in a legal sense. p. 1517 Mr. Homer A. Foerster - Page 3 (MW-440) You advise that “competitive sealed proposals” is a method of procurement included in the “Model Procurement Code for State and Local Governments” section 3.203 (1979), developed by the American Bar Association for statutory adoption, and we note that the rules proposed by the commission closely resemble the suggested statutory provisions and accompanying commentary by the American Bar Association. The suggested code has not been adopted by the Texas Legislature, however. and we do not think the commission can implement it by rule. In exercising its rule making power, the commission may not act contrary to the expressed statutory purposes; the commission must act consistently with and in furtherance of those purposes. See Attorney General Opinion MW-332 (1981). The code provisions, x interpreted by the commission’s proposed rules, are inconsistent with the competitive bidding requirements of article 601b, V.T.C.S. The inconsistency is succinctly pointed out by the portion of the contemplated rules discussing the use of “competitive sealed proposals.” It states: The competitive sealed proposals method differs from competitive sealed bidding in two important ways: (I) it permits discussions with competing vendors and changes in their proposals including price; and (ii) it allows comparative judgmental evaluations to be made when selecting among acceptable proposals for award of the contract. Again the proposed rules state: An important difference between competitive sealed proposals and competitive sealed bidding is the finality of the initial offers. Under competitive sealed proposals, alterations in the nature of a proposal, and in prices, may be made after proposals are opened. Such changes are not allowed, however, under competitive sealed bi.dding. In Nile6 v. Harris County Fresh Water Supply District No. lA, 336 S.W.2d 637, 637 (Tex. Civ. App. - Waco 1960, writ ref’d), the governmental body invited bids for a sewage treatment plant and other facilities, the notice to bidders stating that plans, specifications and bid documents would be furnished, but that “the bid and other data submitted by bidders will form the basis for negotiations of a contract for all or part” of the work described. After negotiations p. 1518 Mr. Homer A. Foerster - Page 4 (MW-440) with the low bidder resulted in a number of alterations of the original bid documents, a contract between the governmental district and the bidder was signed. The court held that the statute by which the fresh water supply district was governed required competitive bidding, that the prime purpose of such a statute is to stimulate competition, that compliance with such statutes is mandatory, and that the contract was illegal because the proposal for which competitive bids were called was not substantially similar to the contract executed, nor was there substantial compliance with the statute. See Attorney General Opinion MW-296 (1981). See also Attorney Gene= Opinions NW-299 (1981); MW-91 (1979). The procedure followed by the fresh water supply district in the Nile6 case was somewhat similar to the “competitive sealed proposals method” suggested by the commission’s proposed rules and the American Bar Association’s Model Code. Such a method is inconsistent with the competitive bidding reauirement of article 601b. V.T.C.S.. which anolies “whenever possible .‘I See Headlee v. Fryer, 208 S.W.il3 (Tex.