22-002018BID Darryl Williams Quality Cleaning vs. Leon County School Board
 Status: Closed
Recommended Order on Friday, October 14, 2022.


View Dockets  
Summary: Petitioner failed to demonstrate that the intended award is clearly erroneous, arbitrary or capricious, or contrary to competition.

1S TATE OF F LORIDA

6D IVISION OF A DMINISTRATIVE H EARINGS

13D ARRYL W ILLIAMS Q UALITY C LEANING ,

21Petitioner ,

22vs. Case No. 22 - 2018BID

28L EON C OUNTY S CHOOL B OARD ,

36Respondent .

38/

39R ECOM MENDED O RDER

44Pursuant to notice, a formal administrative hearing was conducted in

54Tallahassee, Florida, on August 15 and 17, 2022, before Administrative Law

65Judge Garnett W. Chisenhall of the Division of Administrative Hearings

75(ÑDOAHÒ).

76A PPEARANCES

78For P etitioner: Darryl Williams, pro se

85Williams Quality Cleaning

882843 Botany Place

91Tallahassee, Florida 32301

94For Respondent: Opal L. McKinney - Williams, Esquire

102Pittman Law Group

1051028 East Park Avenue

109Tallahassee, Florida 32301

112S TATEMENT OF T HE I SSUE

119Whether the decision by Respondent, the Leon County School Board (Ñthe

130School BoardÒ) , to award a contract to United States Service Industries, Inc.

142(ÑUSSIÒ) for custodial and other cleaning services at Lincoln High School

153(ÑLincoln HighÒ) was clearly erroneous, arbitrary or capricious, or contrary to

164competition.

165P RELIMINARY S TATEMENT

169On April 19, 2022, the Purchasing Department for the School Board

180issued Request for Proposal 495 - 2023 (Ñthe RFPÒ) for custodial and other

193cleaning services at Lincoln High. On June 20, 2022, the School Board issued

206notice of its intent to award the contract to USSI. Williams Quality Cleaning

219(ÑWQCÒ) filed a formal written protest on June 29, 2022, and the School

232Board referred this ma tter to DOAH on July 8, 2022. WQC filed an amended

247formal written protest on July 20, 2022. 1

255The undersigned issued a Notice on July 15, 2022, scheduling a final

267hearing for August 15, 2022. The final hearing was convened as scheduled

279but was not comple ted on August 15, 2022. The undersigned continued the

292final hearing to August 17, 2022, and it was completed that day.

304WQC and the School Board offered testimony from the following

314witnesses: Lisa Morris, Anthony McQuade, Jason Peters, Carl Green,

323June Ka il, and Kasey Bickley. Joint Exhibits 1 through 19 were accepted into

337evidence. PetitionerÔs Exhibits 10 and 19 through 21 were accepted into

348evidence.

349The three - volume transcript from the final hearing was filed on

361September 19, 2022. Both parties filed timely proposed recommended orders

371that were considered in the preparation of this Recommended Order.

3811 WQC filed i ts amended formal written protest without seeking leave from the undersigned,

396contrary to Florida Administrative Code Rule 28 - 106.202. Because the School Board did not

411move to strike the amended formal written protest, the undersigned has elected to consid er

426the amended formal written protest and the issues raised therein.

436F INDINGS OF F ACT

441The following findings are based on exhibits accepted into evidence,

451admitted facts set forth in the Joint Pre - hearing Stipulation, and matters

464subject to official recognition.

468The Parties

4701. Pursuant to section 1001.30, Florida Statutes (2022) , 2 and Article IX,

482Section 4 of the Florida Constitution, the School Board governs the Leon

494County S chool D istrict. The School Board is an Ñedu cational unitÒ within the

509meaning of section 120.52(1)(a), Florida Statutes.

5152. WQC provides custodial and cleaning services in Leon County and has

527had a contract with the School Board to provide such services to Lincoln High

541since 2017.

543The Request for Proposals

5473. The School Board issued the RFP on April 19, 2022, in order to obtain

562custodial and other cleaning services for the campus of Lincoln High in

574Tallahassee, Florida. The contract to be awarded will have an initial term of

5873 years and can be re newed for up to 3 additional years.

6004. Section 3 of the RFP is entitled ÑProcurement Rules and Information,Ò

613and Subsection 3.1 describes the contents and format for proposals.

623For example , every proposal was to include ÑTABS.Ò TAB A was to include an

637exe cutive summary and a list of every School Board employee or official who

651had a material, financial interest in the bidder. Under TAB B, a vendor was

665to provide at least three references along with a narrative of past experience.

678Under TAB C, a vendor was t o include 10 separate School Board forms, such

693as a local preference affidavit and a drug - free workplace certification.

7055. In addition to the information described above, each vendor was

716required to submit a Ñcost proposal formÒ indicating the price for each service

729to be provided.

7322 Unless stated otherwise, all statutory references shall be to the 2022 version of the Florida

748Statutes.

7496. Section 3.3 was entitled ÑProposal Evaluation and CriterionÒ and set

760forth the process by which proposals would be evaluated. The initial step was

773a Ñresponsiveness determinationÒ to ensure that each submitted proposal

782sati sfied the mandatory responsiveness criteria enumerated in a different

792section of the RFP. The next step was for an evaluation team to individually

806evaluate the strength of each prospective vendorÔs technical proposal based

816on the following criteria: (1) bu siness experience; (2) staffing and

827qualifications; and (3) quality of references. This section of the RFP gave

839contradictory information. While stating that each criterion would be

848separately scored with 30 points for excellent; 22.5 for good; 15 for fair ; 7.5 for

863poor, and 0 for unsatisfactory, the RFP also stated that ÑEvaluation Team

875members will assign a score (using no fractions or decimals ) to each

888Evaluation Criterion.Ò (emphasis in original)

8937. The RFP did not impose a page limitation on proposals, and the School

907Board did not discourage vendors from providing information not expressly

917required by the RFP.

9218. The School BoardÔs purchasing department was to conduct a cost

932evaluation of each proposal based on the following components: (a) total cost

944per month for custodial services Ï 20 points; (b) cost per square foot for

958additional negotiated services Ï 5 points; (c) cost per hour for additional

970negotiated services Ï 5 points; and (d) stripping and waxing of floors Ï 10

984points. A vendor submitting the lowest cost for one of the aforementioned

996components would receive the total points assigned to that category. All other

1008vendors would receive Ñcost pointsÒ based on a formula set forth in

1020Section 3.3. Afterwards, the points scored for each cost compon ent were to be

1034added together to determine the Ñtotal cost points awarded.Ò Accordingly, the

1045RFPÔs system for evaluating costs did not award points on a Ñwinner take allÒ

1059basis.

10609. Prospective vendors could also receive Ñlocal preferenceÒ points.

1069For exa mple, vendors in Leon County were to receive 10 points, and vendors

1083in adjacent counties 3 were to receive 5 points.

109210. Pursuant to School Board P olicy 6325, prospective vendors could

1103receive 5 points for Ñsmall business certification.Ò

111011. All of the p oints described above were to be combined for a Ñgrand total

1126score , Ò with the contract being awarded to the vendor with the highest score.

114012. The School Board issued addenda to the RFP in order to modify its

1154terms and answer questions from prospective ve ndors. For example, one

1165question asked Ñ[a]re we to include any other information regarding the

1176proposal response other that whatÔs called out in Tabs A, B, [and] C?Ò

1190The School Board responded by stating Ñ[t]he only documents required are

1201included in Sect ion 3.1 of the RFP.Ò

120913. The RFPÔs specifications were not challenged.

1216The Evaluation and Scoring of the Proposals

122314. The School Board received five proposals in response to the RFP, and

1236three were deemed responsive.

124015. One of the responsive proposal s was from WQC, the business that had

1254been providing custodial and cleaning services to Lincoln High since 2017.

126516. Another responsive bid was from USSI, a business incorporated in

1276Delaware and headquartered in Bethesda, Maryland. USSIÔs bid disclosed

1285tha t the corporation has three regional satellite offices and warehouse space

1297in Florida, with one of those satellite offices in Tallahassee.

130717. USSI attached a ÑLocal Preference AffidavitÒ form to its proposal.

1318The form stated that

1322[t]o qualify for the Loca l Vendor Preference, a

1331Proposer must have a physical location in Leon

1339County (or an Adjacent County), employ at least

13473 The RFP defined the term Ñadjacent countyÒ as Ñ[a]ny private independent ven dor whose

1362county abuts Leon County and has been licensed at least six (6) months preceding the bid

1378proposal opening, as required by local, State, and Federal law, to provide the goods and

1393services to be purchased.Ò

1397one (1) person at that location, and have been

1406licensed, as required, for at least six (6) months

1415before the Proposal Opening. The Propose r, on a

1424day - to - day basis, should provide the goods/services

1434provided under this Contract substantially from

1440the local business address. Post Office boxes are not

1449acceptable for purposes of obtaining this

1455preference.

1456By completing this Affidavit, the Pro poser affirms

1464that it is a local or Adjacent County Business, as

1474defined by Board Policy 6450.

147918. Stephanie Nester, the chief financial officer of USSI, executed the

1490affidavit on May 10, 2022, stating that USSI has a Ñlocal officeÒ at 325

1504John Knox Road in Tallahassee. Ms. Nester also attested that USSI had been

1517at that location for 12 years and employees more than 100 people there.

153019. USSIÔs proposal stated it has not been Ñcertified as a small business

1543enterprise through Leon County Schools.Ò

154820. USS IÔs proposal was 138 pages in length, and WQCÔs was 41 pages.

1562The difference was primarily because USSIÔs proposal included

1570documentation that was not expressly required by the RFP. Some of that

1582superfluous documentation described USSIÔs use of environment ally friendly

1591cleaning supplies.

159321. The responsive bids were evaluated by a four - person team, each of

1607whom was a School Board employee. One of the evaluators, Anthony

1618McQuade, was the Assistant Principal for Curriculum at Lincoln High and

1629oversaw the scho olÔs custodial department during the evaluation process.

1639Other evaluators were Jason Peters, the B uilding M aintenance S upervisor at

1652Lincoln High, Carl Green, the School BoardÔs Plant Safety and Sanitation

1663Coordinator, and Lisa Morris, Lincoln HighÔs F inanc ial A ccountant.

167422. In e - mail correspondence with James Cole, the School BoardÔs

1686Purchasing Coordinator, Ms. Morris wrote the following statement on

1695May 11, 2022, about WQCÔs work at Lincoln High:

1704When he first started the contract, he had more

1713people work ing on these crews than he does now.

1723Presently the number of workers (which we see

1731four people total) are not getting the job done. It

1741definitely needs to be more workers. There have

1749been many issues because there are not enough

1757workers.

175823. As noted abo ve, each member of the evaluation team independently

1770evaluated the strength of each prospective vendorÔs technical proposal based

1780on the following criteria: (1) business experience; (2) staffing and

1790qualifications; and (3) quality of references. Each crite rion would be

1801separately scored with 30 points for excellent; 22.5 for good; 15 for fair; 7.5 for

1816poor, and 0 for unsatisfactory. Therefore, an evaluator could award a

1827maximum score of 90 points to a proposal.

183524. WQCÔs technical proposal received a score of 60 from Mr. McQuade,

184752.5 from Mr. Peters, 60 from Ms. Morris, and 82.5 from Mr. Green. In total,

1862WQCÔs technical proposal earned 255 points from the evaluation team, and

1873an average score of 63.75.

187825. WQCÔs cost proposal earned 38.12 points, the highe st score for the

1891three responsive proposals. WQCÔs also received 10 points for the local

1902preference criteria, and five points for being a certified small business.

191326. In sum, WQCÔs proposal earned the second highest score,

1923116.87 points (63.75 38.12 10 5).

192927. USSIÔs technical proposal received scores of 90 each from

1939Mr. McQuade, Mr. Peters, and Ms. Morris. Mr. Green awarded 82.5 points.

1951In total, USSIÔs technical proposal earned 352.5 points from the evaluation

1962team, and an average score of 8 8.13.

197028. USSIÔs cost proposal earned 24.20 points, and that was the lowest

1982scored cost proposal. USSI received 10 points for the local preference criteria

1994and no small business points.

199929. USSIÔs score of 122.32 (88.13 + 24.20 + 10) 4 was the highest, an d the

2016School Board announced on June 20, 2022 , that the contract to provide

2028custodial and cleaning services to Lincoln High would be awarded to USSI. 5

2041C ONCLUSIONS OF L AW

204630. DOAH has jurisdiction over the subject matter of this proceeding and

2058of the parti es hereto pursuant to sections 120.569, 120.57(1), and 120.57(3).

207031. Section 120.57(3)(f) provides , in relevant part:

2077Unless otherwise provided by statute, the burden of

2085proof shall rest with the party protesti ng the

2094proposed agency action. In a competi tive -

2102procurement protest, other than a rejection of all

2110bids, proposals, or replies, the administrative law

2117judge shall conduct a de novo proceeding to

2125determine whether the agencyÔs proposed action is

2132contrary to the agencyÔs governing statutes, the

2139agenc yÔs rules or policies, or the solicitation

2147specifications. The standard of proof for such

2154proceedings shall be whether the proposed agency

2161action was clearly erroneous, contrary to

2167competition, arbitrary, or capricious.

217132. WQC , as the party challenging the proposed agency action, has the

2183burden of proof in this proceeding and must show that the School Board Ôs

2197intent to award the contract at issue to USSI is clearly erroneous, arbitrary

2210or capricious, or contrary to competition. § 120.57(3)(f), Fla. Stat . ; State

2222Contracting and EngÔg Corp. v. DepÔt of Transp. , 709 So. 2d 607, 609 (Fla. 1st

2237DCA 1998). ÑA capricious action is one taken without thou ght or reason or

2251irrationally. An arbitrary decision is one not supported by facts or logic, or

22644 The sum of these numbers is 122.33 ra ther than 122.32.

22765 The School BoardÔs initial scoring of the proposals neglected to account for the small

2291business certification. The School Board subsequently corrected that error, and the five

2303additional points raised W Q CÔs score to 116.87. However, US SIÔs 122.32 total was still the

2320highest score.

2322[one that is] de spotic.Ò Agrico Chem. Co. v. DepÔt of Envtl. Reg . , 365 So. 2d

2339759, 763 (Fla. 1st DCA 1978).

234533. WQC raised the following issues after initiating its challenge to the

2357School BoardÔs intended decision: (a) WQC should have received 40 points for

2369its cost pro posal with the other proposers receiving no points for theirs;

2382(b) WQC should have been awarded the contract because it submitted the

2394lowest cost proposal; (c) USSIÔs proposal should have been rejected because it

2406contained material not required by the RFP; (d) the evaluation team

2417members used decimals in their scoring of the technical proposals; and (e) the

2430scores from Ms. Morris , Mr. Mc Quade, and Mr. Peters were based on

2443improper information . 6

244734. In Issues (a) and (b), WQC is essentially taking issue wit h the

2461specifications of the RFP. Because WQC did not timely challenge those

2472specifications, those issues are untimely and must be rejected. § 120.57(3)(b),

2483Fla. Stat. (providing that Ñ[w] ith respect to a protest of the terms, conditions,

2497and specifications contained in a solicitation, including any provisions

2506governing the methods for ranking bids, proposals, or replies, awarding

2516contracts, reserving rights of further negotiation, or modifying or amending

2526any contract, the notice of protest shall be filed i n writing within 72 hours

2541after the posting of the solicitation. Ò); Consultech of Jacksonville, Inc. v DepÔt

2554of Health , 876 So. 2d 731 (Fla. 1 st DCA 2004) (holding that Ñ[b]ecause

2568Consultech failed to file a protest to the terms and conditions of the RFP as

2583required by section 120.57(3), Florida Statutes, its belated attempt to

2593challenge the award to IDF on this basis must fail.Ò).

26036 WQC was inconsistent with regard to what issues it raised in its written protests, the Joint

2620Pre - Hearing Stipulation, and its Proposed Recommended Order. While any issues not raised

2634in the Joint Pre - Heari ng Stipulation could be considered to have been waived, the

2650undersigned has elected, in an abundance of caution, to address all of the issues that WQC

2666appears to have raised during the course of the instant proceeding. See Palm Beach Polo

2681Holdings, Inc. v. Broward Marine, Inc . , 174 So. 3d 1037, 1038 - 39 (Fla. 4 th DCA 2015)

2700(stating that Ñ[p]retrial stipulations prescribing the issues on which a case is to be tried are

2716binding upon the parties and the court, and should be strictly enforced.Ò).

272835. With regard to Issue (c), nothing in the RFP prohibited vendors from

2741submitting more information than what was expressl y required by the RFP.

2753WQC is essentially arguing that the terms of the RFP should be rewritten or

2767interpreted in such a manner so that the submission of any information

2779Ñabove and beyondÒ what was expressly required renders that proposal

2789nonresponsive. Th is argument is meritless.

279536. In Issue (d), WQC takes issue with the fact that the RFP was

2809internally inconsistent. While instructing the evaluation team members to

2818not use decimals in their scoring, it also instructed them to use decimals

2831when finding p articular aspects of a proposal to be ÑgoodÒ or Ñpoor.Ò The same

2846scoring system was applied to the responses of WQC and USSI, and there is

2860nothing indicating that the ultimate scores would have been materially

2870altered if decimals had not been used. Thus, W QC fails to demonstrate how

2884the RFPÔs internal inconsistency renders the School Board Ôs intent to award

2896the contract at issue to USSI clearly erroneous, arbitrary or capricious, or

2908contrary to competition.

291137. As for Issue (e), WQC failed to put forth any persuasive arguments

2924that Ms. MorrisÔ s inclusion on the evaluation committee was clearly

2935erroneous, arbitrary or capricious, or contrary to competition. While Ms.

2945Morris was of the opinion that WQC had not been assigning enough people to

2959its work at Lincol n High, her assignment of 60 points to WQCÔs technical

2973proposal was not an outlier in relation to the scores from the evaluation

2986committee. Mr. McQuade also assigned 60 points, and Mr. Peters assigned

299752.5 points. In addition, WQC failed to present any per suasive evidence that

3010the scores from Mr. McQuade and Mr. Peters or their inclusion on the

3023evaluation committee was improper, clearly erroneous, arbitrary or

3031capricious, or contrary to competition .

3037R ECOMMENDATION

3039Based on the foregoing Find ings of Fact and Conclusions of Law, it is

3053R ECOMMENDED that the Leon County School Board enter a final order

3065affirming the Notice of Intent to Award RFP 495 - 2023 to United States

3079Services Industries, Inc.

3082D ONE A ND E NTERED this 1 4 th day of October , 2022 , i n Tallahassee, Leon

3100County, Florida.

3102S

3103G. W. C HISENHALL

3107Administrative Law Judge

31101230 Apalachee Parkway

3113Tallahassee, Florida 32399 - 3060

3118(850) 488 - 9675

3122www.doah.state.fl.us

3123Filed with the Clerk of the

3129Division of Admini strative Hearings

3134this 1 4 th day of October , 2022 .

3143C OPIES F URNISHED :

3148Darryl Williams Opal L. McKinney - Williams Esquire

3156(eServed) (eServed)

3158Rocky Hanna, Superintendent James Richmond, Acting General Counsel

3166(eServed) (eServed)

3168N OTICE OF R IGHT T O S UBMIT E XCEPTIONS

3179All parties have the right to submit written exceptions within 1 0 days from

3193the date of this Recommended Order. Any exceptions to this Recommended

3204Order should be filed with the agency that will issue the Final Order in this

3219case.

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Date
Proceedings
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Date: 10/14/2022
Proceedings: Recommended Order
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Date: 10/14/2022
Proceedings: Recommended Order (hearing held August 15 and 17, 2022). CASE CLOSED.
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Date: 10/14/2022
Proceedings: Recommended Order cover letter identifying the hearing record referred to the Agency.
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Date: 09/30/2022
Proceedings: (Petitioner's) Proposed Findings of Fact and Recommended Order filed.
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Date: 09/29/2022
Proceedings: Respondent's Proposed Recommended Order filed.
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Date: 09/26/2022
Proceedings: Notice Regarding Deadlines.
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Date: 09/19/2022
Proceedings: Notice of Final Hearing Transcript.
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Date: 09/19/2022
Proceedings: Notice of Final Hearing Transcript.
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Proceedings: Respondent's Requests for Admissions filed.
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Date: 07/27/2022
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Date: 07/27/2022
Proceedings: Subpoena Ad Testificandum (Lisa Morris) filed.
PDF:
Date: 07/27/2022
Proceedings: Subpoena Ad Testificandum (Jason Peters) filed.
PDF:
Date: 07/27/2022
Proceedings: Subpoena Ad Testificandum (June Kail) filed.
PDF:
Date: 07/25/2022
Proceedings: Respondent's Response to Amended Petitioner's First Request for Production to Respondent filed.
PDF:
Date: 07/25/2022
Proceedings: Undeliverable envelope returned from the Post Office. (updated address)
PDF:
Date: 07/25/2022
Proceedings: Amended Petitioner's First Request for Production to Respondent filed.
PDF:
Date: 07/22/2022
Proceedings: Oder Granting Petitioner's Leave to File an Amended Formal Written Protest and Petition for Formal Administrative Hearing.
PDF:
Date: 07/22/2022
Proceedings: Notice of Telephonic Pre-hearing Conference (set for August 8, 2022; 9:30 a.m., Eastern Time).
Date: 07/22/2022
Proceedings: CASE STATUS: Motion Hearing Held.
PDF:
Date: 07/22/2022
Proceedings: Notice of Telephonic Motion Hearing (motion hearing set for July 22, 2022; 10:00 a.m., Eastern Time).
PDF:
Date: 07/21/2022
Proceedings: Petitioner's Opposition to Respondent's Strike and for other Relief filed.
PDF:
Date: 07/21/2022
Proceedings: Respondent's Motion to Strike and for other Relief filed.
PDF:
Date: 07/20/2022
Proceedings: Notice of Filing Proposed Exhibits filed (exhibits not available for viewing).
PDF:
Date: 07/20/2022
Proceedings: Notice of Filing Proposed Exhibits filed (exhibits not available for viewing).
PDF:
Date: 07/20/2022
Proceedings: Second Notice of Filing of Petitioner's Proposed List of Exhibits filed.
PDF:
Date: 07/20/2022
Proceedings: Notice of Filing of Petitioner's Proposed List of Exhibits filed.
PDF:
Date: 07/20/2022
Proceedings: Petitioner's First Request for Production to Responent filed.
PDF:
Date: 07/20/2022
Proceedings: Notice of Filing Proposed Exhibits filed (exhibits not available for viewing).
PDF:
Date: 07/20/2022
Proceedings: Amended Formal Written Protest and Petition for Formal Administrative Hearing filed.
PDF:
Date: 07/15/2022
Proceedings: Order of Pre-hearing Instructions.
PDF:
Date: 07/15/2022
Proceedings: Notice of Hearing (hearing set for August 15, 2022; 9:00 a.m., Eastern Time; Tallahassee).
Date: 07/15/2022
Proceedings: CASE STATUS: Status Conference Held.
PDF:
Date: 07/13/2022
Proceedings: Amended Notice of Telephonic Scheduling Conference (scheduling conference set for July 15, 2022; 9:30 a.m., Eastern Time).
PDF:
Date: 07/12/2022
Proceedings: Notice of Telephonic Scheduling Conference (scheduling conference set for July 14, 2022; 1:30 p.m., Eastern Time).
PDF:
Date: 07/08/2022
Proceedings: Formal Written Protest filed.
PDF:
Date: 07/08/2022
Proceedings: Referral letter filed.

Case Information

Judge:
G. W. CHISENHALL
Date Filed:
07/08/2022
Date Assignment:
07/11/2022
Last Docket Entry:
10/14/2022
Location:
Tallahassee, Florida
District:
Northern
Agency:
County School Boards
Suffix:
BID
 

Counsels

Related Florida Statute(s) (6):