Ken Schawe and 304 Construction, LLC v. Caldwell County and Danie Blake ( 2024 )


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  • Affirmed and Memorandum Opinion filed July 30, 2024.
    In The
    Fourteenth Court of Appeals
    NO. 14-23-00243-CV
    KEN SCHAWE AND 304 CONSTRUCTION, LLC, Appellants
    V.
    CALDWELL COUNTY AND DANIE BLAKE, Appellees
    On Appeal from the 421st District Court
    Caldwell County, Texas
    Trial Court Cause No. 21-0-272
    MEMORANDUM OPINION
    When 304 Construction, LLC was not awarded a Caldwell County
    infrastructure construction project, 304 and Ken Schawe (together, “Appellants”)
    sued Caldwell County and its purchasing agent Danie Blake (together, the “County
    Appellees”). The County Appellees filed a plea to the jurisdiction, which the trial
    court granted. For the reasons below, we affirm.
    BACKGROUND
    The County Purchasing Act sets forth the competitive bidding process that
    counties must follow to select a contractor for county projects costing in excess of
    $50,000. See Tex. Loc. Gov’t Code Ann. §§ 262.021-262.037. As relevant here,
    the process culminates in a decision by the County Commissioners Court to either
    “award the contract to the responsible bidder who submits the lowest and best bid”
    or “reject all bids and publish a new notice.” Id. § 262.027(a). The “lowest and
    best bid” is defined as the bid that “provide[s] the best value considering associated
    direct and indirect costs, including transport, maintenance, reliability, life cycle,
    warranties, and customer service after a sale.” Id. § 262.022(5-a).
    As Caldwell County’s purchasing agent, Blake was responsible for
    managing the competitive bidding process for county projects. See id. § 262.011
    (delineating the duties of a purchasing agent). In early 2020, Blake solicited bids
    to complete a four-part General Land Office road construction project; six bids
    were submitted in response to the solicitation.
    The two lowest bids were $680,855.50 submitted by 304 and $737,046.41
    submitted by WJC Constructor Services. As well as their bid price, the companies’
    bid packets included information detailing their number of years in the
    construction business, current and completed contracts, total staff, available
    equipment, and available credit.      The bid packets were reviewed by Blake,
    engineers with Doucet & Associates, and grant management consultants with
    Langford Management, all of whom recommended that WJC be selected for the
    road construction project even though it was not the project’s lowest bidder.
    In this situation, the Caldwell County Purchasing Policies and Procedures
    Manual requires that “clear justification for not selecting the lowest bidder [] be
    documented to the Commissioner’s Court” that delineates “the rationale for
    2
    awarding to a bidder other than the lowest bidder.” In accordance with this policy,
    Blake prepared the following statement in advance of the March 23, 2021 Caldwell
    County Commissioners Court meeting:
    Discussion Items:
    The County Purchasing Department is requesting approval for the
    award opportunity to be given to WJC Constructors Services for the
    GLO Harvey CDBG Infrastructure Project RFB 20-065-020-C066.
    All provided bids were reviewed by the county purchasing
    department, the county’s contracted engineers, and contracted project
    management consultants taking into consideration the number of years
    in business, input from past and current project references, and cash
    flow consideration through credit limits reported on the bidder
    qualification forms.
    Based on that review and those considerations, WJC Constructor
    Service will be recommended for the contract award. The lowest
    bidder (304 Construction) is not recommended due to inadequate
    credit limit amount ($100,000), concerns about equipment availability
    with multiple project sites and other ongoing projects, as well as
    limited years in business (4 years).
    Caldwell County Purchasing Department notified 304 Construction of
    the proposed award on 03/16/21 and that they had the opportunity to
    appear before the Commissioners Court on March 23, 2021, at 9:00
    a.m. pursuant to Texas Local Government Code 262.027 to present
    previously unconsidered evidence concerning the lower bid, which
    may include evidence of the bidder’s responsibility.
    Notable Budget Items: $737,046.41
    Recommendation to Commissioner’s Court:
    County Purchasing      Department     respectfully   recommends    the
    following:
    Approval of award opportunity be given to WJC
    Constructor Services for RFB 20-065-020-C066 GLO
    Harvey CDBG Infrastructure Project.
    Blake’s statement incorporates Local Government Code section 262.027, which
    provides that a county contract may not be awarded to a bidder who is not the
    3
    lowest dollar bidder unless, before the award, each lower bidder is given (1) notice
    of the proposed award, and (2) an opportunity to appear before the Commissioners
    Court and present previously unconsidered evidence. See id. § 262.027(c). In
    accordance with this section, Adam Meuth from 304 attended the March 23, 2021
    Commissioners Court meeting to present additional evidence relevant to 304’s bid.
    At the conclusion of the meeting, the Commissioners Court awarded the
    construction project to WJC.
    A second Commissioners Court meeting was held approximately three
    weeks later, at which an attorney representing 304 appeared and provided
    additional evidence regarding 304’s bid. The Commissioners Court declined to
    revisit its previous determination awarding the contract to WJC.
    One month later, Appellants sued the County Appellees and alleged that “the
    bidding process has resulted in the erroneous award to WJC Constructors which
    was not the lowest and best bid.” Appellants sought a declaratory judgment and an
    injunction to (1) cancel the contract awarded to WJC and restart the bidding
    process, and (2) enjoin Blake from any further involvement in the bidding process.
    The County Appellees filed a plea to the jurisdiction and, in a signed order,
    the trial court afforded Appellants “an opportunity to conduct discovery regarding
    the decision to deny 304 Construction, LLC’s bid.” Appellants subsequently filed
    a motion for summary judgment and attached evidence, which the trial court
    agreed to “treat as a Response to [the County Appellees’] Plea to the Jurisdiction.”
    After reviewing the parties’ arguments and evidence, the trial court signed an order
    granting the County Appellees’ plea to the jurisdiction and dismissing Appellants’
    claims with prejudice. Appellants timely appealed and their case was transferred
    4
    to this court by Supreme Court of Texas Transfer Order. 1
    ANALYSIS
    Asserting the trial court erred in granting the County Appellees’ plea to the
    jurisdiction, Appellants contend the trial court properly may exercise jurisdiction
    under (1) the County Purchasing Act (see Tex. Loc. Gov’t Code Ann. § 262.033),
    and (2) the ultra vires doctrine. We consider these jurisdictional bases below,
    beginning with the applicable standard of review.
    I.     Standard of Review
    Sovereign immunity protects the State of Texas and its agencies from suit
    and liability, whereas governmental immunity provides similar protections to the
    State’s political subdivisions, including its counties, cities, and school districts.
    Chambers-Liberty Cntys. Navigation Dist. v. State, 
    575 S.W.3d 339
    , 344 (Tex.
    2019). An assertion of governmental immunity implicates the trial court’s subject
    matter jurisdiction and, therefore, may be asserted in a plea to the jurisdiction.
    Harris Cnty. v. Sykes, 
    136 S.W.3d 635
    , 638 (Tex. 2004); City of Austin v. Findley,
    No. 03-21-00015-CV, 
    2022 WL 1177605
    , at *2 (Tex. App.—Austin Apr. 21,
    2022, no pet.) (mem. op.). We review a trial court’s ruling on a plea to the
    jurisdiction de novo. Tarrant Reg’l Water Dist. v. Johnson, 
    572 S.W.3d 658
    , 664
    (Tex. 2019).
    When, as here, a plea to the jurisdiction challenges the existence of
    jurisdictional facts, we may consider relevant evidence submitted by the parties
    and must do so when necessary to resolve the jurisdictional issue. Tex. Dep’t of
    Parks & Wildlife v. Miranda, 
    133 S.W.3d 217
    , 223, 227 (Tex. 2004).                         The
    1
    Because of the transfer, we must decide the case in accordance with the precedent of the
    Third Court of Appeals if our decision otherwise would have been inconsistent with that court’s
    precedent. See Tex. R. App. P. 41.3.
    5
    applicable standard of review mirrors that of a traditional summary judgment: “all
    the evidence is reviewed in the light most favorable to the plaintiff to determine
    whether a genuine issue of material facts exists.”     Town of Shady Shores v.
    Swanson, 
    590 S.W.3d 544
    , 550 (Tex. 2019).
    But there is another layer to our review because we are, in essence, asked to
    revisit a decision made by the Caldwell County Commissioners Court.              A
    Commissioners Court serves as the county’s principal governing body and may
    exercise legislative, executive, administrative, and judicial functions. See Tex.
    Const. art. V, § 18; Comm’rs Ct. of Titus Cnty. v. Agan, 
    940 S.W.2d 77
    , 79 (Tex.
    1997).
    Appellate review of a Commissioners Court’s decision is narrow: “[a] party
    can invoke the district court’s supervisory control over a Commissioners Court
    judgment only when the Commissioners Court acts beyond its jurisdiction or
    clearly abuses the discretion conferred upon the Commissioners Court by law.”
    Agan, 940 S.W.2d at 80. Accordingly, our review is limited to discerning whether
    the Commissioners Court acted “illegally, unreasonably, or arbitrarily,” and we
    may not substitute our judgment and discretion for that of the Commissioners
    Court. Id.; see also, e.g., Labrado v. City of El Paso, 
    132 S.W.3d 581
    , 597 (Tex.
    App.—El Paso 2004, no pet.) (to determine whether one party was a “responsible”
    bidder within the statute’s meaning, “the commissioners court’s decision should be
    reviewed only to determine whether it was fraudulent, arbitrary, or an abuse of
    discretion”).
    II.   The County Purchasing Act
    Schawe contends that the County Purchasing Act provides a jurisdictional
    foundation for his claims and points to section 262.033, which states: “[a]ny
    property tax paying citizen of the county may enjoin performance under a contract
    6
    made by a county in violation of [the County Purchasing Act].” Tex. Loc. Gov’t
    Code Ann. § 262.033. Schawe asserts the following violations:
    1.    WJC was not the lowest responsible bidder because it failed to submit
    a signed and sworn statement of bidder’s qualifications;
    2.    WJC was not the lowest responsible bidder because 304’s bid was
    rejected without clear justifications; and
    3.    the Caldwell County Commissioners Court erred in failing to consider
    the additional evidence presented by 304.
    Whether these allegations constitute “violation[s]” of the County Purchasing Act
    are questions of statutory construction we review de novo. Hegar v. J.D. Fields &
    Co., 
    604 S.W.3d 120
    , 122 (Tex. App.—Austin 2020, pet. denied). Our goal when
    construing a statute is to ascertain and give effect to the Legislature’s intent,
    guided by the words’ plain meanings. 
    Id.
     We interpret statutory waivers of
    immunity narrowly. Mission Consol. Indep. Sch. Dist. v. Garcia, 
    253 S.W.3d 653
    ,
    655 (Tex. 2008); City of Austin v. Util. Assocs., Inc., 
    517 S.W.3d 300
    , 313-14
    (Tex. App.—Austin 2017, pet. denied).
    A.    WJC’s Signed and Sworn Statement
    When the bidding process was opened for the project at issue, interested
    bidders were instructed to submit a “Statement of Bidder’s Qualifications.” The
    Statement’s opening paragraph instructs that “[t]his statement must be notarized.”
    With its “Statement of Bidder’s Qualifications,” WJC included the notary
    statement shown below:
    7
    Pointing out that the top portion of the notary statement was not completed by
    WJC’s representative, Schawe asserted the Commissioners Court violated the
    County Purchasing Act by awarding the project to WJC.
    We disagree for two reasons. First, the County Purchasing Act provides a
    jurisdictional basis for claims seeking to enjoin performance of a contract “made
    by a county in violation of [the County Purchasing Act].” See Tex. Loc. Gov’t
    Code Ann. § 262.033. The County Purchasing Act does not include any provisions
    mandating a notarized statement of bidder’s qualifications. See id. §§ 262.021-
    262.037. At most, this requirement was one mandated by Caldwell County — but
    that alone is not sufficient to establish jurisdiction under the County Purchasing
    Act. See id. § 262.033.
    Second, although WJC’s representative did not complete the above-shown
    portion of the notary statement, he did print, sign, and date the preceding page.
    Courts examining similar situations have declined to find that a sworn document
    must be signed in a particular place. See Kohn v. Washer, 
    6 S.W. 551
    , 552 (Tex.
    1887) (concluding that an affiant’s signature placed below the jurat for purposes of
    subscribing to the instrument nonetheless complied with the law); see also, e.g.,
    Dominguez v. Socorro Indep. Sch. Dist., No. 08-23-00083-CV, 
    2023 WL 8853742
    ,
    at *2-3 (Tex. App.—El Paso Dec. 21, 2023, no pet.) (mem. op.) (“What matters is
    8
    whether the document was signed for the purpose of subscribing to the
    instrument.”) (internal quotation omitted); Acme Brick, a Div. of Justin Indus., Inc.
    v. Temple Assocs., Inc., 
    816 S.W.2d 440
    , 441 (Tex. App.—Waco 1991, writ
    denied) (“The law does not direct or guide where the necessary signature is to be
    located.”).
    Therefore, we decline to find that the incomplete notary statement shown
    above provides a basis for jurisdiction under section 262.033. See Tex. Loc. Gov’t
    Code Ann. § 262.033.
    B.     Clear Justifications for the Rejection of 304’s Bid
    In his second argument, Schawe asserts that jurisdiction is established under
    section 262.033 because 304’s bid was rejected “without providing clear
    justifications for doing so.”
    Where, as here, a bidder other than the lowest-priced bidder is recommended
    for a project, the Caldwell County Purchasing Policies and Procedures Manual
    requires that “clear justification for not selecting the lowest bidder [] be
    documented to the Commissioner’s Court” that delineates “the rationale for
    awarding to a bidder other than the lowest bidder.” Following this requirement,
    Blake prepared a statement in advance of the March 23, 2021 Commissioners
    Court meeting that provided the following justifications for rejecting 304’s bid:
    (1) “inadequate credit limit amount”; (2) “concerns about equipment availability
    with multiple project sites and other ongoing projects”; and (3) “limited years in
    business (4 years).”      Schawe puts forth the following challenges to these
    justifications:
    •      a company’s credit limit is not an adequate measure of cash flow;
    •      Doucet & Associates’ recommendation letter to Blake regarding the
    bid selection incorrectly characterized 304’s references as “generally
    9
    neutral or non-positive” and WJC’s references as “generally positive”;
    •     in its “Statement of Bidder’s Qualifications,” 304 only listed one other
    ongoing project which was scheduled to be completed before the
    commencement of the project at issue; and
    •     304’s owners had professional experience beyond the company itself.
    These arguments do not show that the contract with WJC was made in violation of
    the County Purchasing Act. See id.
    The County Purchasing Act does not require that “clear justifications” be
    provided when the lowest-priced bidder is rejected — rather, the Act mandates
    only that a contract be awarded to “the responsible bidder who submits the lowest
    and best bid.” Id. § 262.027(a). The “lowest and best bid” is defined as the bid
    that “provide[s] the best value considering associated direct and indirect costs,
    including transport, maintenance, reliability, life cycle, warranties, and customer
    service after a sale.” Id. § 262.022(5-a). The justifications provided by Blake fall
    within these “best value” considerations. See id.; see also Tex. Health Ins. Risk
    Pool v. Sw. Serv. Life Ins. Co., 
    272 S.W.3d 797
    , 804 (Tex. App.—Austin 2008, no
    pet.) (“The word ‘including’ must be construed as a term of enlargement,
    signifying a non-exhaustive list.”) (citing Tex. Gov’t Code Ann. § 31.005(13)).
    Moreover, as set out above, our review of a Commissioners Court decision
    is narrow and confined to examining whether the Court acted illegally,
    unreasonably, or arbitrarily. Agan, 940 S.W.2d at 80; Labrado, 
    132 S.W.3d at 597
    .   But Schawe’s arguments address the justifications provided for 304’s
    rejection on a granular level and specifically challenge the appropriateness of the
    chosen metrics or the measurements made pursuant to them. These arguments fall
    outside the scope of our review. See Agan, 940 S.W.2d at 80; Labrado, 
    132 S.W.3d at 597
    .
    Therefore, we decline to find that the justifications provided for the rejection
    10
    of 304’s bid constitute a basis for jurisdiction under section 262.033. See Tex.
    Loc. Gov’t Code Ann. § 262.033.
    C.     304’s Additional Evidence
    Under Local Government Code section 262.027, a contract may not be
    awarded to a bidder who is not the lowest bidder unless, before the award, each
    lower bidder is given: (1) notice of the proposed award, and (2) an opportunity to
    appear before the Commissioners Court and present previously unconsidered
    evidence concerning the lower bid as best. See id. § 262.027(c). In accordance
    with this provision, 304 presented additional evidence regarding its bid at the
    March 23, 2021 and April 12, 2021 Commissioners Court meetings.
    In his final argument for section 262.033 jurisdiction, Schawe asserts the
    Commissioners Court erred in failing to consider this additional evidence. Schawe
    contends that the “evidence was material and if considered, would have likely
    changed the result of the vote.”
    But the record does not support Schawe’s contention that the Commissioners
    Court failed to consider 304’s additional evidence. With their summary judgment
    motion, Appellants attached transcripts from both the March 23 and April 12, 2021
    Commissioners Court meetings. At the meetings, 304 representatives discussed
    their bid for the project and presented additional evidence for the Court’s
    consideration. There is no indication that the Commissioners Court failed to
    consider this evidence.     Without this showing, Schawe cannot support his
    argument for jurisdiction on this basis. See Town of Shady Shores, 590 S.W.3d at
    550; Miranda, 133 S.W.3d at 223, 227.
    We decline to find that this argument provides a basis for jurisdiction under
    section 262.033. See Tex. Loc. Gov’t Code Ann. § 262.033. Having overruled all
    11
    three arguments on this point, we overrule Appellants’ first issue in its entirety.
    III.   Appellants’ Ultra Vires Claims
    Appellants’ alternative theory for invoking the trial court’s jurisdiction relies
    on the ultra vires exception, whereby a claimant can seek prospective relief to
    compel a governmental body to comply with its statutory authority to perform a
    non-discretionary duty. See City of El Paso v. Heinrich, 
    284 S.W.3d 366
    , 372
    (Tex. 2009); Tex. Tel. Ass’n v. Pub. Util. Comm’n of Tex., 
    653 S.W.3d 227
    , 248
    (Tex. App.—Austin 2022, no pet.). To invoke this exception, a suit must allege
    and prove that a government officer, acting within her official capacity, acted
    without legal authority or failed to perform a purely ministerial act. Heinrich, 284
    S.W.3d at 372; Tex. Tel. Ass’n, 653 S.W.3d at 249.
    “Ministerial acts are those where the law prescribes and defines the duties to
    be performed with such precision and certainty as to leave nothing to the exercise
    of discretion or judgment.” Sw. Bell Tel., L.P. v. Emmett, 
    459 S.W.3d 578
    , 587
    (Tex. 2015) (internal quotation omitted).        Conversely, if an action involves
    personal deliberation, decision, and judgment, it is discretionary and falls outside
    the purview of what may be considered a ministerial action. City of Lancaster v.
    Chambers, 
    883 S.W.2d 650
    , 654 (Tex. 1994); Crystal Int’l, Inc. v. Tex. Comm’n on
    Env’t Quality, No. 03-16-00008-CV, 
    2016 WL 4272117
    , at *4 (Tex. App.—Austin
    Aug. 10, 2016, no pet.) (mem. op.).
    When an official is granted discretion to interpret the law, an action is not
    ultra vires just because it is erroneous — “[o]nly when these improvident actions
    are unauthorized does an official shed the cloak of the sovereign and act ultra
    vires.” Hall v. McRaven, 
    508 S.W.3d 232
    , 243 (Tex. 2017) (emphasis in original).
    “[M]erely asserting legal conclusions or labeling a defendant’s actions as ‘ultra
    vires,’ ‘illegal,’ or ‘unconstitutional’ does not suffice to plead an ultra vires claim
    12
    — what matters is whether the facts alleged constitute actions beyond the
    governmental actor’s statutory authority, properly construed.”          Tex. Dep’t of
    Transp. v. Sunset Transp., Inc., 
    357 S.W.3d 691
    , 702 (Tex. App.—Austin 2011, no
    pet.).
    Relying on these legal principles, Appellants assert Blake breached several
    ministerial duties she, as Caldwell County’s purchasing agent, was charged with
    carrying out.       See Tex. Loc. Gov’t Code Ann. §§ 262.011(o) (“The county
    purchasing agent shall adopt the rules and procedures necessary to implement the
    agent’s duties under this section subject to approval by the Commissioners
    Court.”), 262.0115(d) (“the purchasing agent . . . shall administer the procedures
    prescribed by law for notice and public bidding for county purchases and
    contracts”). Specifically, Appellants assert Blake failed to perform the following
    ministerial acts:
    1.    reject WJC’s bid because it lacked a properly notarized statement of
    bidder’s qualifications;
    2.    provide clear justifications for not selecting 304 for the county
    contract; and
    3.    recuse herself from the bidding process due to conflicts of interest.
    We consider these alleged ultra vires acts individually below.
    A.    WJC’s Signed and Sworn Statement
    Appellants argue that Blake had a ministerial duty to reject WJC’s bid
    because it did not contain a “properly notarized statement of bidder’s
    qualifications.”
    We disagree. As discussed above, WJC’s representative printed, signed, and
    dated the page preceding the notary statement, and courts have declined to require
    that a sworn document be signed in a particular location. See Kohn, 6 S.W. at 552;
    13
    Dominguez, 
    2023 WL 8853742
    , at *2-3; Acme Brick, a Div. of Justin Indus., Inc.,
    816 S.W.2d at 441. Because the law does not impose a specific requirement
    regarding signature placement on a sworn document, Blake was not under a
    ministerial duty to reject WJC’s bid for the alleged defect therein. See Sw. Bell
    Tel., L.P., 459 S.W.3d at 587.
    We overrule Appellants’ ultra vires argument on this point.
    B.    Clear Justifications for Rejecting 304’s Bid
    Asserting that Blake’s provided reasons for rejecting 304’s bid “were littered
    with half-truths and allegations that were not factually supported by the underlying
    investigation,” Appellants contend that Blake failed to provide “clear
    justifications” for 304’s rejection. Therefore, Appellants argue, Blake breached
    her ministerial duty to recommend to the Commissioners Court a “responsible
    bidder who submits the lowest and best bid.” See Tex. Loc. Gov’t Code Ann.
    § 262.027(a)(1).
    Similar allegations were considered in City of Austin v. Utility Associates,
    Inc., in which an unsuccessful applicant challenged the City’s decision to award a
    contract to another vendor following a competitive bidding process. See 
    517 S.W.3d at 304, 308-11
    . On appeal, the plaintiffs asserted that their claims fell
    within the ultra vires exception to the City’s governmental immunity because the
    defendants were required to award the contract to the “responsible offeror” with
    the bid “most advantageous to the municipality considering the relative importance
    of price and other evaluation factors.” 
    Id.
     at 310 (citing Tex. Loc. Gov’t Code
    Ann. § 252.042(b)). Specifically, the plaintiffs argued that the competing vendor’s
    proposal failed to comply with numerous mandatory technical requirements. Id.
    Rejecting this argument, the Austin Court of Appeals reasoned that:
    14
    [t]he above allegations by Plaintiffs, without more, amount only to
    disagreements with the outcome of determinations by the City
    Defendants that were well within their discretion to reach. It is true,
    as Plaintiffs emphasize, that Chapter 252 requires that “the contract
    must be awarded to the responsible offeror . . .” and that “must”
    typically denotes a requirement rather than a choice. But Plaintiffs
    overlook that the identity of the “responsible offeror” to whom “the
    contract must be awarded” turns on multiple underlying
    determinations that the City Defendants were necessarily empowered
    to make — it is the offeror “whose proposal is determined to be the
    most advantageous to the municipality considering the relative
    importance of price and the other evaluation factors included in the
    request for proposals.” While Chapter 252 may require that the City
    Defendants weigh these specified considerations and factors, it does
    not limit their discretion in the outcome of these judgment calls.
    Id. at 310-11 (emphasis in original); see also Reagan Nat’l Advert. of Austin, Inc.
    v. Bass, No. 03-16-00320-CV, 
    2017 WL 4348181
    , at *3 (Tex. App.—Austin
    Sept. 27, 2017, no pet.) (mem. op.) (“complaints that an official reached a wrong
    result when exercising its delegated authority are insufficient to state an ultra vires
    claim of exceeding constitutional authority”) (internal quotation omitted).
    Here too, Appellants’ ultra vires allegations ultimately challenge whether
    the correct determination was made as to the “responsible bidder who submits the
    lowest and best bid.” See Tex. Loc. Gov’t Code Ann. § 262.027(a). But similar to
    City of Austin, this determination required “considering associated direct and
    indirect costs, including transport, maintenance, reliability, life cycle, warranties,
    and customer service after a sale.” See id. § 262.022(5-a). Neither the County
    Purchasing Act nor the Caldwell County Purchasing Policies and Procedures
    Manual limit the analyses of these or other factors “with such precision and
    certainty as to leave nothing to the exercise of discretion or judgment.” See Sw.
    Bell Tel., L.P., 459 S.W.3d at 587. Therefore, Appellants’ challenges to these
    underlying decisions are insufficient to establish an ultra vires act. See City of
    15
    Austin, 
    517 S.W.3d at 308-11
    ; Reagan Nat’l Advert. of Austin, Inc., 
    2017 WL 4348181
    , at *3.
    C.    Conflicts of Interest
    For its final ultra vires allegation, Appellants assert Blake had the
    ministerial duty to recuse herself from the bidding process. Appellants cite to the
    following section in the Caldwell County Purchasing Policies and Procedures
    Manual:
    Purchasing employees will avoid any activity that would create a
    conflict between personal interests and the interests of Caldwell
    County. Conflicts exist in any relationship where an employee is not
    acting in the County’s best interest and may be acting in their own
    best interest or the interests of someone associated with them. Such
    conflicts of interest would include being involved in any procurement
    activity in which:
    1.    The employee or any member of the employee’s family has any
    financial interest pertaining to the Caldwell County
    procurement process;
    2.    A business or organization in which the employee, or any
    member of the employee’s family, has a financial interest
    pertaining to the Caldwell County procurement process;
    3.    Any person, business, or organization with whom the employee
    or a member of the employee’s family is negotiating or has any
    arrangement concerning prospective employment; or
    4.    Any private or professional activity would create a conflict
    between your personal interest and the interests of Caldwell
    County.
    If any such conflicts of interest exist, the employee will immediately
    notify the Purchasing Manager in writing and will remove
    himself/herself from the Caldwell County procurement process.
    Appellants contend that Blake’s “relationship with her former supervisor” ran
    afoul of these recusal requirements because (1) one of the supervisor’s daughters
    alleged that she previously had been abused by a 304 employee, and (2) the
    16
    supervisor’s other daughter is married to the owner of WJC. Appellants contend
    that Blake “likely had knowledge of [these] allegations” because everyone in
    Bastrop knew about them.
    We disagree that Blake’s failure to recuse herself from the bidding process
    constitutes an ultra vires action. The Caldwell County Purchasing Policies and
    Procedures Manual does not mandate recusal in the above-described situations. At
    most, the relationship could constitute a “private . . . activity” that could “create a
    conflict between your personal interest and the interests of Caldwell County.” But
    whether the relationship fell within this category is the type of personal,
    discretionary judgment that falls outside the purview of what may be considered a
    ministerial action. See Sw. Bell Tel., L.P., 459 S.W.3d at 587; City of Lancaster,
    883 S.W.2d at 654; Crystal Int’l, Inc., 
    2016 WL 4272117
    , at *4.
    We overrule Appellants’ ultra vires argument on this point.             Having
    overruled all of Appellants’ ultra vires contentions, we overrule their second issue
    in its entirety.
    CONCLUSION
    We affirm the trial court’s March 7, 2023 order granting the County
    Appellees’ plea to the jurisdiction.
    /s/    Meagan Hassan
    Justice
    Panel consists of Justices Wise, Spain, and Hassan.
    17
    

Document Info

Docket Number: 14-23-00243-CV

Filed Date: 7/30/2024

Precedential Status: Precedential

Modified Date: 8/4/2024