Agenda 09/26/2023 Item #16C 1 (Purchase of specialized equipment needed to repair, and maintain operations at water and wastewater plants, pump stations and wastewater collection systems)09/26/2023
EXECUTIVE SUMMARY
Recommendation to authorize expenditures under Board approved standardization of goods, and accept
single-source waivers, for the purchase of specialized proprietary equipment and services needed to
establish, repair, and maintain operations at water and wastewater plants, pump stations, and wastewater
collection system to meet demand and maintain compliance. (Not to exceed $6,000,000 annual spending for 1
year from CCWSD Funds (4008, 4012, 4014)) (This item is a companion item 16C2)
OBJECTIVE: To continue consistency with the reliable products, equipment, and services that are standardized
and utilized at the critical infrastructure, water plants, wastewater plants, and wastewater collection system for staff
to provide continuous operations and maintenance of those critical facilities.
CONSIDERATIONS: Collier County Water Sewer District (CCWSD) continue to evaluate products and
equipment that are both least vulnerable to cyber attacks and supply chain interruptions of global market a s much
as possible, to serve and provide life sustaining services to our customers 24/7/365, in compliance with the
applicable Laws.
For over 30 years, the Public Utilities Department (“PUD”) has been using Allen-Bradley/Rockwell Automation
products. On May 28, 2013 (Agenda Item 16.C.2.), the Board waived competition and authorized sole-source
purchases of Allen-Bradley/Rockwell Automation products from Rexel for a period of five years. On July 10, 2018,
(Agenda Items 17.D and 16.C.9), the Board authorized the standardization of the following two highly specialized
proprietary product categories needed to repair and maintain potable water production facilities, wastewater
treatment facilities, and distribution/collection systems infrastructure necessary to maintain compliance and meet
customer demand: 1) Allen-Bradly/Rockwell Automation electrical control and power equipment; and 2)
Endress+Hauser magnetic flowmeters, based on staff’s recommendation to reassess the market within 10-years
supported by an independent third-party engineering review. Staff completed a Waiver of Competition Request
form, which the Procurement Director approved for a period starting July 10, 2018, through September 30, 2023,
for the following:
Manufacturer Single Source Authorized Vendor
Allen Bradley/Rockwell Rexel USA
Endress + Hauser TriNova
These products ensure that the Collier County Water and Wastewater Division (the "Division") remain in
regulatory and operational compliance with Florida Administrative Code Chapter 62 - 600 (Domestic Wastewater
Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land Application) and Chapter 62-555 (Permitting,
Construction, Operation and Maintenance of Public Water Systems), as well as other local, State, and federal rules
and regulations. Staff's due diligence and performance based testing further enhances the benefits of standardization
including best value efficient operations, fewer spare parts, less spare part storage, thus reducing the need for
additional warehouse space, less spare part obsolescence, reduced training, and more efficient integration with the
department’s Supervisory Control and Data Acquisition Systems (SCADA) controls.
On July 10, 2018 (Agenda Item 17.D and 17.E), the Board also approved including the recommended standardized
items in the Utilities Standards Manual for installation at Master Pump Stations, Submaster Pump Stations, and
Wastewater/Water Treatment Facilities, and included a County Approved Products List as Appendix F in the Board
approved Collier County Water-Sewer District Utility Standards Manual under Ordinance No. 2018-36. The
approved listed consisted of specialized proprietary equipment and services from Evoqua Water Technologies,
Fluid Controls Specialties, Rexel USA, TriNova, and Xylem.
Manufacturer Single Source Authorized Vendor
Evoqua Water Technologies Evoqua Water Technologies
Rotork Fluid Controls Specialties
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09/26/2023
Allen Bradley/Rockwell Rexel USA
Hoffman (Cutler Hammer & nVent) Rexel USA
Xylem Xylem
Endress + Hauser (EH) TriNova (Prominent Fluid Controls, Inc.)
With the continued expansion of the County, and in support of the general need for maintenance, repair,
replacement, operational, and capital improvements projects, PUD recommends allowing future purchases under
single-source Waivers for the purchase of specialized proprietary equipment and services from Evoqua, Fluid
Controls Specialties, Rexel USA, TriNova, and Xylem as needed to construct, repair, and maintain water and
wastewater treatment facilities to maintain compliance and meet customer demand. This equipment requires regular
maintenance to sustain 24/7 operations, meet customer demand, and stay in compliance with all regulatory agency
requirements. These specific items are required because they are proprietary in nature and cannot be directly
replaced with an alternate product and require the Board’s approval to purchase them under a single source waiver.
Further, processes and structures are tailored to a product’s physical configuration, treatment capacity, and
efficiency, which prevents alternate products from being installed without significant rework. Attachment 1
contains the Waiver Request forms with the single-source letters for those products and services, which, as to each,
includes the purpose, explanation, market research, and manufacturing relevant to acquiring those specialty items
and services.
Note, there are two separate Fluid Control Specialties waiver requests - one which covers the previous
standardization approval from July 10, 2018 for Rotork valve actuators, replacement parts, and repair services as
presented herein; and the second companion waiver request (Accela #26427) which covers Emerson, Rosemount,
Rosemount Analytical, AMS TREX, and Micromotions products. Separate contract file tracking mechanisms will
be established with Procurement in SAP to delineate the $100,000 for Rotork and the $100,000 for Emerson,
Rosemount, Rosemount Analytical, AMS TREX, and Micromotions products.
In accordance with Section Eleven, subparagraph 11 of the Collier County Procurement Ordinance, as amended,
staff requests that the Board find that it is in the best interest of the County to waive competition and allow
procurement of the requested products and services required to meet the PUD’s operational needs.
Waiver annual amount not to exceed by manufacturer and authorized vendor is summarized in the fiscal section.
Increases to the annual amount not to exceed from previous Board approvals are due to supply chain challenges,
raw material & chemical cost increases, new plant expansions coming on-line within the waiver request time frame,
and expansion of utility operational maintenance, repair, rehabilitation and capital improvement programs.
Staff is requesting approval to purchase from the authorized vendors listed above for Fiscal Year 24 from October
1, 2023, through September 30, 2024, as an opportunity to pursue utilization of piggyback contracts, competitively
bid, or negotiate contracts to include but not be limited to availability, warranty, pricing schedules, and cost
increases. County staff will continue to utilize piggyback contracts as available
FISCAL IMPACT: Funds are available in the Collier County Water-Sewer District Operating Fund (4008), the
Water User Fee Fund (4012), and Wastewater User Fee Fund (4014). As the utility system ages, the quantity of
materials purchased will vary depending on the actual repair/replacement needs.
The attached single source waivers quantify the annual not to exceed purchase amounts as follows:
Manufacturer Single Source Authorized
Vendor
Annual Amount not to
Exceed
Evoqua Water Technologies Evoqua Water Technologies $2,500,000
Rotork Fluid Controls Specialties $100,000
Allen Bradley/Rockwell Hoffman
(Cutler Hammer & nVent)
Rexel USA $2,000,000
Xylem Xylem $1,000,000
16.C.1
Packet Pg. 1171
09/26/2023
Endress + Hauser (EH) TriNova (Prominent Fluid
Controls, Inc.)
$400,000
Total $6,000,000
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for
Board approval. -SRT
GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to
ensure the adequacy and availability of viable public facilities.
RECOMMENDATION: Recommendation to authorize expenditures under Board approved standardization of
goods, and accept single-source waivers, for the purchase of specialized proprietary equipment and services needed
to establish, repair, and maintain operations at water and wastewater plants, pump stations, and wastewater
collection system to meet demand and maintain compliance. (Not to exceed $6,000,000 annual spending for 1 year
from CCWSD Funds (4008, 4012, 4014) The approval is from October 1, 2023, through September 30, 2024.
Prepared by: Matt McLean, P.E., Director, Engineering and Project Management Division
ATTACHMENT(S)
1. FY24 Waiver 005 - Evoqua-Rev3 (PDF)
2. FY24 Waiver 006 - Rexel - Rev3 (PDF)
3. FY24 Waiver 007 - FluidControls - Rev2 (PDF)
4. FY24 Waiver 008 - TriNova - Rev2 (PDF)
5. FY24 Waiver 009 - Xylem - Rev2 (PDF)
16.C.1
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09/26/2023
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.1
Doc ID: 26320
Item Summary: Recommendation to authorize expenditures under Board approved standardization of goods, and
accept single-source waivers, for the purchase of specialized proprietary equipment and services needed to
establish, repair, and maintain operations at water and wastewater plants, pump stations, and wastewater collection
system to meet demand and maintain compliance. (Not to exceed $6,000,000 annual spending for 1 year from
CCWSD Funds (4008, 4012, 4014)) (This item is a companion item 16C2)
Meeting Date: 09/26/2023
Prepared by:
Title: Operations Analyst – Engineering and Project Management
Name: Jennifer Rainey
08/09/2023 1:40 PM
Submitted by:
Title: Director – Engineering and Project Management
Name: Matthew McLean
08/09/2023 1:40 PM
Approved By:
Review:
Public Utilities Operations Support Donna Deeter Additional Reviewer Completed 08/11/2023 7:20 AM
Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 08/14/2023 9:12 AM
Engineering and Project Management Matthew McLean Additional Reviewer Completed 08/14/2023 9:40 AM
Public Utilities Department Andrew Youngblood Level 1 Division Reviewer Completed 08/17/2023 1:16 PM
Procurement Services Vanessa Miguel Level 1 Purchasing Gatekeeper Completed 08/17/2023 4:49 PM
Procurement Services Sandra Herrera Procurement Director Review Completed 08/18/2023 2:21 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 08/30/2023 10:58 AM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 09/06/2023 7:54 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 09/06/2023 8:43 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 09/06/2023 9:37 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 09/06/2023 9:47 AM
Corporate Compliance and Continuous Improvement George Yilmaz Additional Reviewer Skipped
09/06/2023 11:24 AM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 09/20/2023 2:13 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 09/26/2023 9:00 AM
16.C.1
Packet Pg. 1173
Waiver Request Form
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Packet Pg. 1175 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
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16.C.1.a
Packet Pg. 1177 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
16.C.1.a
Packet Pg. 1178 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
From:Matthew McLean
To:Mary Linhard; Andrew Youngblood
Subject:PO to Heyward or Evoqua? - Collier County
Date:Thursday, August 31, 2023 12:26:29 PM
From: Kebbekus, Kris M <kristopher.kebbekus@evoqua.com>
Sent: Wednesday, August 30, 2023 12:44 PM
To: Donna Deeter <Donna.Deeter@colliercountyfl.gov>
Cc: Matthew McLean <Matthew.McLean@colliercountyfl.gov>
Subject: RE: PO to Heyward or Evoqua? - Collier County
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender
and use extreme caution when opening attachments or clicking links.
Donna,
Normally the PO’s come to us and Heyward is our contracted Rep firm in Florida. So to answer the
question PO’s normally come directly to Evoqua.
Hope you all are safe down there with the storms. Please let me know if you need anything else.
Regards,
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16.C.1.a
Packet Pg. 1179 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
July 5, 2023
Mr. John Flomerfelt
County of Collier, Water Rec Lab
5600 Warren Street
Naples, FL 34114
Mr. Flomerfelt,
Please accept this letter stating that we are competitive and consistent with our pricing for all
Municipalities and notice that Evoqua Water Technologies is the sole source of Class II
Registered Medical Device Deionized Water Tanks in the Central Florida area.
Our official statement is as follows:
“Evoqua, Type 1, Ultra Mix Bed DI resin tanks are regenerated at the Evoqua facility located
in Jacksonville, Florida which is registered with the FDA as a Medical Device Establishment
(Registration #1064564). The Evoqua quality program for this facility is compliant with the
FDA Quality Regulations (21CFR, Part 820) and requirements set forth in ISO 9001:2020. A
copy of our ISO certificate is attached as a reference.
As always, Evoqua Tampa is pleased to have the opportunity to be of continued service to the
County of Collier and hopes to continue providing excellent quality and reliable service to
your site.
Please call me if you have any questions or require additional information.
Danielle Makarski
Danielle Makarski
Account Representative
State of Florida
Phone (813) 347-4805
16.C.1.a
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16.C.1.a
Packet Pg. 1187 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
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16.C.1.a
Packet Pg. 1188 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
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16.C.1.a
Packet Pg. 1189 Attachment: FY24 Waiver 005 - Evoqua-Rev3 [Revision 1] (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Instructions
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division’s Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the marketplace, proprietary technology, copyright, patent, or a supplier’s unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Division:
Item/Service: Vendor Name:
Historical
Countywide
Spend: ______________________
Not to Exceed
Amount per
Fiscal Year: __________________
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Yes No
Sole Source Single Source One Time Purchase Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
Yes No If yes, provide the PCC number:__________________________________________________
Mike Raabe
PU Engineering & Project Management
See Procurement comments
Rexel USA
$10,869,785 (FY08-FY22)
Requested FY24date range: __________ $2,000,000.00
Allen Bradley-Rockwell Motor Control Center (MCC), Variable Frequency Drive (VFD), Programmable
Logic Controller (PLC), PLC I/O Cards, Fiber Optic SFP Modules, Network Switches, Un-interruptable
Power Supply (UPS)-DIN Rail, Power Supplies (120VAC and under), breakers, interface components,
software, and Services. Eaton (Cutler Hammer) Motor Control Center (MCC) and components,
Variable Frequency Drive (VFD), Breakers, and replacement parts and services. This equipment is
utilized for electrical power distribution to equipment and supervisory control and data acquisition
(SCADA) systems that are utilized in the water and waste water processes.
MCCs and VFDs have to be configured to become operational via the SCADA system. Each MCC and VFDs
manufacture has its own way to configure their particular MCC and VFDs. Collier has extensive experience with
these brands and how to configure their equipment as well as integrate the equipment into the PLC. Similarly, MCCs
and VFDs are now coming with smart interfaces and IPs to allow for integration via Ethernet/IP to the PLC. PLCs
use a specific programming language that is proprietary to the manufacturer. The county has been using these
brands for over 25 years. This equates to countless hours of training time and familiarity of the programming
language used in their PLCs. Keeping the PLCs consistent and standard across the county helps continue the
reliability and up time for our utilities that our customers have grown accustom to. If other types of PLCs were
introduced into the county, another programming language would have to be learned and supported by operations.
By continuing with the referenced equipment that operate, control, monitor and maintain all critical operating systems
for all water and wastewater processes, the PUD is ensuring a continued, compliant and sustainable operation.
SCD01
✔
✔✔
✔
16.C.1.b
Packet Pg. 1190 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
Sole Source
Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
Single Source
Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________
Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty.
Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
07/10/2018 16C9
7/10/2018 Board Approved Standardization, Agenda 16C9
REXEL USA INC – Naples is the only distributor authorized by these brands to sell their products, along
with related services; including technical support contracts as well as training, in the geographic area in
which Collier County is located. Products that are not purchased directly from the local authorized
distributor may not be covered by a manufacturer’s warranties.
Additionally, Allen-Bradley/Rockwell Automation brand is included in the County Approved Products List
(Appendix F) in the Board Approved Collier County Water-Sewer District Utility Standards Manual under
Ordinance 2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
✔
✔
✔
16.C.1.b
Packet Pg. 1191 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase, and use history and the
current level of County investment in the product.
Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product were used? What would occur if
another brand/vendor were used?
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the co st for
addressing the needs via an alternate approach.
Will this purchase obligate us to future ancillary products or services? Either in terms of maintenance or standardization.
Yes No
If yes, explain what types:
For over 25 years, the Public Utilities Department has been using these brands of products. It currently uses more than 2 MCCs,
120+ VFDs, and 200+ PLCs supplied by these brands to control its water, wastewater, reuse water, and solid waste processes
through the County’s Supervisory Control and Data Acquisition (SCADA) System. These electrical devices are critical for
maintaining compliance and meeting customer demand. The devices are highly technical, requiring investment in infrastructure,
systems, spare parts, and training. The performance and reliability of this equipment has been at or above industry standards.
Additionally, Allen-Bradley/Rockwell Automation brand is included in the County Approved Products List (Appendix F) in the Board
Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance 2018-36 (BCC meeting July 10, 2018,
items 17.D and 17.E).
Changing to a different equipment manufacturer would not be cost effective. To change to a different
product would increase man hours to rewire and reconfigure many of the programs currently integrated
with our SCADA operations. Including purchasing additional technology, training staff to reprogram and
install the new technology, and update regulated Standard Operating Procedures manual.
Since 2008 the County has spent approximately eleven million dollars on the equipment referenced.
This equipment is the most efficient and cost effective solution available to provide a compliant SCADA
system to support the existing level of service requirement. Spending with these vendors is expected to
increase as the county is growing, adding plants to the water/wastewater systems as well as expanding
the current plants which is increasing the equipment we utilize.
Replacement parts, equipment, maintenance items and services.
✔
16.C.1.b
Packet Pg. 1192 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk
to the County.
It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole
source. Florida Statute 838.22(2).
Requested by: Signature: Date:
Division Director: Signature: Date:
Department Head: Required if over $50,000 Signature: Date:
Procurement Strategist: Signature: Date:
Procurement Director:
Or designee Signature: Date:
For Procurement Use Only:
Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected
Procurement Comments:
Current FY Approval Start Date: ______________ End Date: __________
Market research was completed by Public Utilities Department over the past year and included a variety
of sources. These brands offer solutions that other manufacturers do not offer. Staff cannot justify the
expense and risk to health and safety to switch vendors.
Additionally, Allen-Bradley/Rockwell Automation brand is included in the County Approved Products List
(Appendix F) in the Board Approved Collier County Water-Sewer District Utility Standards Manual under
Ordinance 2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
Mike Raabe
Matthew McLean
George Yilmaz, Ph.D., PE
Juan Delgado
Sandra Herrera
Approval by Procurement Director is subject to the Board's approval.
Item/Service: Allen-Bradly/Rockwell Automation electrical control, software, power equipment and nVent Enclosures and Eaton (Cutler Hammer) Motor
Control Center (MCC) and components, Variable Frequency Drive (VFD), Breakers, and replacement parts and Services. On July 10, 2018, the Board
approved the standardization of Allen-Bradly/Rockwell Automation electrical control and power equipment; and further included approved productsinthe
Collier County Water-Sewer District Utility Standards Manual.
RaabeMike Digitally signed by RaabeMike
Date: 2023.06.14 07:15:15
-04'00'
McLeanMatthew
Digitally signed by McLeanMatthew
DN: E=Matthew.McLean@colliercountyfl.gov,
CN=McLeanMatthew, OU=General, OU=PPM User
Accounts, OU=PUD Planning and Project Management,
OU=PUD, OU=Divisions, DC=bcc, DC=colliergov,
DC=net
Date: 2023.06.14 08:32:40-04'00'
YilmazGeorge
Digitally signed by
YilmazGeorge
Date: 2023.07.06 10:40:15
-04'00'
DelgadoJuan Digitally signed by DelgadoJuan
Date: 2023.07.17 14:22:53
-04'00'
HerreraSandra
Digitally signed by
HerreraSandra
Date: 2023.08.04 16:01:15
-04'00'
✔
Multi-Year Approval 10/01/2023 9/30/202
:DLYHU)<
✔
16.C.1.b
Packet Pg. 1193 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Rockwell Automation
Florida Territory
3611 Queen Palm Drive Ste 160
Tampa, FL 33618 USA
www.rockwellautomation.com
expanding human possibility
January 12, 2023
Collier County
Public Utilities Dept.
3339 East Tamiami Trail, Suite 303
Naples, FL 34112
Re: Rockwell Automation Authorized Allen-Bradley Distributors
Rockwell Automation extends and enhances its own significant automation capabilities by
partnering with a network of authorized distributors. Some of the many benefits that customers
enjoy working with their local authorized Allen-Bradley distributor include:
Access to local distributor inventory (including spares and replacement parts)
Technical assistance from local distributor product specialists
A knowledgeable staff that has access to factory training
Rockwell Automation support of local distributor activities
REXEL USA INC – Naples is the only distributor authorized by Rockwell Automation to sell Allen-
Bradley and Rockwell Software products, along with related services; including technical support
contracts as well as training, in the geographic area in which your facility is located. As a matter of
Company policy, Rockwell Automation only provides product and sales support to the local
authorized distributor, and it is our practice and policy to always promote and recommend that
customers buy from their local authorized Allen-Bradley / Rockwell Automation distributor.
Rockwell Automation discourages purchasing from non-authorized sources, including distributors
who may hold an Allen-Bradley appointment in another area.
If you purchase Allen-Bradley / Rockwell Automation products from an unauthorized source, you
may not receive the latest version. The latest version of Allen-Bradley products, along with related
factory product services, only is available through your local authorized Allen-Bradley / Rockwell
Automation distributor.
Also, products that are not purchased directly from Rockwell Automation or its local authorized
distributor may not be covered by a manufacturer’s warranty. Rockwell Automation’s standard
16.C.1.b
Packet Pg. 1194 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Rockwell Automation
Florida Territory
3611 Queen Palm Drive Ste 160
Tampa, FL 33618 USA
www.rockwellautomation.com
expanding human possibility
manufacturer’s warranty covers new Allen-Bradley products for a period of one year from the date
of Rockwell Automation’s or its authorized Allen-Bradley distributor’s invoice to the customer.
As a result, there is no assurance that products sourced from unauthorized parties will carry a valid
and unexpired manufacturer’s warranty. Customers purchasing products from unauthorized
sources should not assume that they will receive any rights under any Rockwell Automation factory
warranty. Only an authorized Allen-Bradley distributor may offer access to factory warranty
coverage on Allen-Bradley products.
We recognize that price can be an important consideration in any purchasing decision; however, it
also is important that customers understand what they are getting for that price (or in the case of
purchases from an unauthorized source, what they are not getting). Rockwell Automation firmly
believes that the best customer value in the long-run is achieved by dealing with the local
authorized Allen-Bradley distributor.
Should you have any further questions, please do not hesitate to contact REXEL at 239.316.5200 or
your local Rockwell Automation sales office at 813.466.6400.
Steve Parkhill
Territory Sales Manager
cc: Rexel
16.C.1.b
Packet Pg. 1195 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
March, 14 2023
To whom it may concern:
Please accept this letter qualifying Rexel USA, Inc. and its U.S. based affiliates (includes all subsidiaries Rexel, Gexpro,
Platt, Mayer, Winkle, Rexel Energy Solutions, Capitol Light, Utility Supply Group and Parts Super Center) as an
authorized distributor in Collier, Lee, Charlotte, Sarasota, Manatee, Hillsborough and Pasco counties for products
manufactured by nVent including Hoffman, CADDY, ERICO and ERIFLEX in 2023.
Contact your local nVent sales office with any questions
Thank you,
Adam Greenberg
Adam Greenberg
VP Strategic Accounts –Americas
+1.214.796.6304 Mobile
adam.greenberg@nVent.com
nVent | 2100 Hoffman Way | Anoka, MN 55303 | USA
nVent
1665
Uticca
Utica Avenue
Suite 700
nVent.com
Minneapolis, MN 55416
16.C.1.b
Packet Pg. 1196 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Eaton Corporation
8529 South Park Circle
Suite #180
Orlando, FL 32819
February 20, 2023
To whom it may concern,
Rexel USA is an authorized Eaton distributor in the state of Florida.
Please feel free to reach out to me if you have any questions or would like to discuss.
Sincerely,
Ervin Beckman
Vice President, District Sales – Florida District
Eaton Corporation
ervinwbeckman@eaton.com
16.C.1.b
Packet Pg. 1197 Attachment: FY24 Waiver 006 - Rexel - Rev3 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Instructions
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division’s Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the marketplace, proprietary technology, copyright, patent, or a supplier’s unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Division:
Item/Service: Vendor Name:
Historical
Countywide
Spend: ______________________
Not to Exceed
Amount per
Fiscal Year: __________________
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Yes No
Sole Source Single Source One Time Purchase Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
Yes No If yes, provide the PCC number:__________________________________________________
Rob Kaine PUD Wastewater
See Procurement comments
Fluid Controls Specialties
$1,166,606 (2006-2022)
Requested FY24date range: _____________ $100,000.00
Rotork valve actuators, replacement parts and repair services.
These valve actuators are connected to the Collier County’s (the County) Supervisory Control and Data
Acquisition (SCADA) System. The actuator provides protection for equipment that may be located
where the surrounding atmosphere may produce an explosive gas or dust mixture or located in an area
of potential flooding.
To ensure that Collier County Water and Wastewater Divisions comply with all applicable, State and Federal codes,
laws, regulations, standards, policies and operating permits. Multiple Rotork valve actuators products are installed
throughout the Water, Wastewater, and IQ distribution systems. These valve actuators are connected to the Collier
County’s (the County) Supervisory Control and Data Acquisition (SCADA) System. The devices are highly technical,
requiring investment in infrastructure, systems, spare parts, and training. The performance and reliability of this
equipment has been above industry standards. The benefits of these actuators include a double-sealed enclosure,
non-intrusive infra-red commissioning, datalogging, and predictive maintenance capabilities. The actuator features
provide protection levels required for equipment that may be located where the surrounding atmosphere may produce
an explosive gas or dust mixture or located in an area of potential flooding. These actuators are cost-effective to
operate and maintain, and meet the highest standards for property loss prevention and safety. The predictive
maintenance capability gives the ability to first predict when actuator failure could occur (based on certain factors),
followed by preventing the failure through regularly scheduled and corrective maintenance.
✔
✔✔
✔
16.C.1.c
Packet Pg. 1198 Attachment: FY24 Waiver 007 - FluidControls - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
Sole Source
Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
Single Source
Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________
Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty.
Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
07/10/2018 17D
Fluid Control Specialties has been designated by Rotork as their representative in Florida. They have
factory trained personnel that install, maintenance, troubleshoot and repair this equipment.
Additionally, Rotork brand is included in the County Approved Products List (Appendix F) in the Board
Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance 2018-36 (BCC
meeting July 10, 2018, items 17.D and 17.E).
✔
✔
✔
✔
16.C.1.c
Packet Pg. 1199 Attachment: FY24 Waiver 007 - FluidControls - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase, and use history and the
current level of County investment in the product.
Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product were used? What would occur if
another brand/vendor were used?
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the co st for
addressing the needs via an alternate approach.
Will this purchase obligate us to future ancillary products or services? Either in terms of maintenance or standardization.
Yes No
If yes, explain what types:
The SCADA and operational systems were designed around these specific devices. Switching to other
manufactures could cause compatibility or interface problems, piping, and wiring modifications, costing
the County millions. The County has spent over one million dollars on these products since 2006.
Additionally, Rotork brand is included in the County Approved Products List (Appendix F) in the Board
Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance 2018-36 (BCC
meeting July 10, 2018, items 17.D and 17.E).
These products have been proven reliable to withstand the harsh environment they are in. Maintaining
the current investment is in the best interest of the County. To switch products to a different vendor
would require redesign, training staff, new integration into the SCADA system, significant downtime and
risk of health and safety to the community. Additionally, Rotork brand is included in the County
Approved Products List (Appendix F) in the Board Approved Collier County Water-Sewer District Utility
Standards Manual under Ordinance 2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
As the equipment listed is the most suitable and cost-effective for our individual application, a
side-by-side competitive bid is not practical as other units would not be a direct fit to our current system.
Additional costs to prepare multiple designs would be required. The additional capital cost of utilizing
other units is estimated to be $1-2 million. The County has spent over one million dollars on these
products since 2006.
Replacement parts, equipment, maintenance items and services.
✔
16.C.1.c
Packet Pg. 1200 Attachment: FY24 Waiver 007 - FluidControls - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk
to the County.
It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole
source. Florida Statute 838.22(2).
Requested by: Signature: Date:
Division Director: Signature: Date:
Department Head: Required if over $50,000 Signature: Date:
Procurement Strategist: Signature: Date:
Procurement Director:
Or designee Signature: Date:
For Procurement Use Only:
Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected
Procurement Comments:
Current FY Approval Start Date: ______________ End Date: __________
Market research was completed by Public Utilities Department over the past year and included a variety
of sources. This brand offers solutions that other manufacturers do not offer. Staff cannot justify the
expense and risks associated with switching vendors.
Market research indicated that other utilities within Florida have deemed Rotork as a single source
through Fluid Controls Specialties.
Robert Kaine
Robert Von Holle
George Yilmaz, Ph.D., PE
Juan Delgado
Sandra Herrera
$SSURYDOE\3URFXUHPHQW'LUHFWRULVVXEMHFWWRWKH%RDUG
VDSSURYDO
,WHP6HUYLFH 5RWRUN9DOYH$FWXDWRUVDQG/HYHO6HQVRU3UHVVXUH7UDQVPLWWHU3UHVVXUH6HQVRUVDQGVHUYLFHV
2Q-XO\WKH%RDUGDSSURYHGWRLQFOXGHWKHVHSURGXFWVLQWKH&ROOLHU&RXQW\:DWHU6HZHU'LVWULFW8WLOLW\6WDQGDUGV
0DQXDO
Robert Kaine Digitally signed by Robert Kaine
Date: 2023.06.27 13:01:54
-04'00'
VonHolleRobert
Digitally signed by
VonHolleRobert
Date: 2023.06.26 11:14:24
-04'00'
YilmazGeorge
Digitally signed by
YilmazGeorge
Date: 2023.07.06 10:41:03
-04'00'
DelgadoJuan Digitally signed by DelgadoJuan
Date: 2023.07.17 14:59:19
-04'00'
HerreraSandra
Digitally signed by
HerreraSandra
Date: 2023.08.04 17:03:56
-04'00'
✔
Multi-Year Approval 10/01/2023
:DLYHU)<
✔
16.C.1.c
Packet Pg. 1201 Attachment: FY24 Waiver 007 - FluidControls - Rev2 (26320 : PUD Single Source Waivers)
Rotork Controls, Inc.
675 Mile Crossing Blvd.
Rochester, New York
14624
tel: +1 585 247 2304
fax: +1 585 247 2308
www.rotork.com
Attn: To whom it may concern
Subject: Sole Source Representative 2022
To whom it may concern,
Rotork Controls, Inc. is the sole manufacturer of Rotork products and associated equipment. Fluid
Control Specialties, Inc. located in Sanford, Florida is the sole and exclusive Municipal representative for
Rotork actuators within the state of Florida, including all counties east of Rt. 231. Counties excluded are
Escambia, Santa Rosa, Okaloosa, Walton, Holmes, Washington, Bay, Jackson, Calhoun, and Gulf.
No other representative can sell products; provide OEM replacement parts, maintenance, repair
services, field services and technical support for Rotork Controls, Inc. within the state of Florida
excluding the counties identified above.
Products will be deemed out of warranty if any ancillary equipment associated with the installation of
said products is done by anyone other than the aforementioned representative
Your contact for Fluid Control Specialties, Inc. is:
Robert Whritenour
111 Maritime Drive
Sanford, Florida 32771
Office: 407.302.5611
Fax: 407.302.5612
Email: robert.whritenour@fc-spec.com
If you have questions regarding this issue, please contact me at (904)334-0614
Sincerely,
Jack Burns
Jack Burns
Area Sales Manager - Florida
January 1, 2023
16.C.1.c
Packet Pg. 1202 Attachment: FY24 Waiver 007 - FluidControls - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Instructions
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division’s Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the marketplace, proprietary technology, copyright, patent, or a supplier’s unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Division:
Item/Service: Vendor Name:
Historical
Countywide
Spend: ______________________
Not to Exceed
Amount per
Fiscal Year: __________________
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Yes No
Sole Source Single Source One Time Purchase Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
Yes No If yes, provide the PCC number:__________________________________________________
Frank Inzano PUD Wastewater
See Procurement comments
TriNova
$2,649,486 (2013-2022)
Requested FY24date range: _____________ $400,000.00
Endress + Hauser (EH) Promag Electromagnet Flow Meters, Analyzers, Level Transmitters,
replacement parts, and service. These electrical devices are critical for maintaining compliance and
meeting customer demand. ProMinent Metering Pumps and Fluoride Analyzers and associated
products. These pumps are essential to maintaining required and mandated FDEP chlorine and
chemical compliance levels in the process.
To ensure that Collier County Water and Wastewater Division complies with all applicable local, State, and
Federal codes, laws, regulations, standards, policies and operating permits. The Public Utilities
Department has more than 100 EH flow-meters installed across water, wastewater, and reuse water
systems and are connected to the Collier County’s (the County) Supervisory Control and Data Acquisition
System (SCADA). These electrical devices are critical for maintaining compliance and meeting customer
demand. The devices are highly technical, requiring investment in infrastructure, systems, spare parts,
and training. The performance and reliability of this equipment has been at or above industry standards.
The Public Utilities Department has many dozens of Prominent chemical pumps in operation. These
pumps are essential to maintaining required and mandated FDEP chlorine and chemical compliance
levels in the process. The State of Florida DEP has advised that the County should install a continuous
fluoride analyzer to help ensure public safety.
✔
✔✔
✔
16.C.1.d
Packet Pg. 1203 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
Sole Source
Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
Single Source
Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________
Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty.
Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
07/10/2018 17D
7/10/2018 Board Approved Standardization, Agenda 17D.
Endress + Hauser and ProMinent, are the sole manufacturers of their respective products. TriNova Inc
is the sole or exclusive representative for both within the state of Florida for the purchase of new
products, OEM repair parts, repairs, and maintenance.
No other representative can sell products, repair/replacement parts, maintenance, repair/replacement
services, field services and technical support for these two companies.
Additionally, Endress + Hauser brand is included in the County Approved Products List (Appendix F) in
the Board Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance
2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
✔
✔
✔
✔
16.C.1.d
Packet Pg. 1204 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase, and use history and the
current level of County investment in the product.
Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product were used? What would occur if
another brand/vendor were used?
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the co st for
addressing the needs via an alternate approach.
Will this purchase obligate us to future ancillary products or services? Either in terms of maintenance or standardization.
Yes No
If yes, explain what types:
EH electromagnetic flow meters are a unique product and County has had excellent experience with them. EH flow meters are Ethernet ready and can plug into the County
SCADA wide area network without a conversion device to convert from analog to digital. A few other meters claim to be Ethernet ready, but they use internal conversion
modules to accomplish this. In addition, the County standard programmable logic controllers (PLCs) are manufactured by Rockwell. EH has a partnership with Rockwell that
makes integration of these meters with the Rockwell PLCs seamless. This seamless integration avoids the need for County staff to do additional programming to
accommodate the meters. There are several other electromagnetic meters traditionally used in wastewater applications (e.g. Badger and Rosemount)that accomplish the
measurement function as well as the EH meters. However, the Badger and Rosemount meters lack the full Ethernet compatibility and the ability to seamlessly integrate with
County Rockwell PLCs. EH Analyzers and Transmitters are a unique product and County has had excellent experience with them. EH Analyzers are easily integrated into the
County SCADA wide area network without a conversion device to convert from analog to digital.
Additionally, Endress+Hauser brand is included in the County Approved Products List (Appendix F) in the Board Approved Collier County Water-Sewer District Utility
Standards Manual under Ordinance 2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
Prominent has over 60 yrs of experience in the design and manufacture of chemical pumps and analyzers. Prominent has been shown to be a world market leader in the
field and the County has seen the equipment to be reliable and accurate. Prominenet Fluid Controls has appointed TriNova Inc as the authorized representative for the
municipal market. This includes direct sales to local, county, and state governments throughout the State of Florida.
The County has spent over $2M with TriNova since 2013.
Standardizing with the referenced EH equipment has allowed for better utilization of time and optimized resources. The
Wastewater Division has purchased and tested many different makes and models of flow meters and determined that
Endress + Hauser products are dependable, reliable and rugged and can withstand deterioration from highly corrosive
chemicals and sewage. The large benefit with how this meter integrates into the County’s PLCs allows for advanced
metering and saves time and money is another reason why this is the best value for the advanced capabilities that come
with it.
Switching to other manufacturers vs. the ProMinent products would cause compatibility and interface issues including
piping, wiring, and space requirements. Changing to a different Vendor would require extensive and expensive
equipment modifications. Operators and technicians have been trained on the operation and repair of these units,
changing to a different equipment would require extensive training requirements.
TriNova is the sole provider for both of these companies products in the State of Florida.
The SCADA and operational systems were designed and engineered around these specific devices.
Switching to other manufactures could cause compatibility or interface problems, piping, and wiring
modifications, costing the County millions, failure to comply with existing operating permits and
requirements, as well as a potential health threat to our Community.
Replacement parts, equipment, maintenance items and services.
✔
16.C.1.d
Packet Pg. 1205 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk
to the County.
It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole
source. Florida Statute 838.22(2).
Requested by: Signature: Date:
Division Director: Signature: Date:
Department Head: Required if over $50,000 Signature: Date:
Procurement Strategist: Signature: Date:
Procurement Director:
Or designee Signature: Date:
For Procurement Use Only:
Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected
Procurement Comments:
Current FY Approval Start Date: ______________ End Date: __________
Market research was completed by Public Utilities Department over the past year and included a variety
of sources.
EH electromagnetic flow meters, analyzers and transmitters are a unique product and County has had
excellent experience with them. The equipment is Ethernet ready and can plug into the County SCADA
wide area network without a conversion device to convert from analog to digital. This seamless
integration avoids the need for County staff to do additional programming to accommodate the meters.
Prominenet Fluid Control products are backed by years of research and development as well as
lessons learned.
Market research indicated that other utilities within Florida have deemed both of these companies as a
single source.
Frank Inzano 6/16/23
Robert Von Holle 6/21/23
George Yilmaz, Ph.D., PE
Sandra Herrera
08/4/23
Approval by Procurement Director is subject to the Board's approval.
Item/Service: Endress + Hauser Flow Meter, Analyzers,Transmitters, ProMinent Metering Pumps, Fluoride Analyzer, parts and services.
On July 10, 2018, the Board approved the standardization of Endress+Hauser magnetic flowmeters and further included approved
products in the Collier County Water-Sewer District Utility Standards Manual.
InzanoFrank Digitally signed by InzanoFrank
Date: 2023.06.16 11:41:25
-04'00'
Robert Von Holle
Digitally signed by Robert Von
Holle
Date: 2023.06.21 13:20:18
-04'00'
YilmazGeorge
Digitally signed by
YilmazGeorge
Date: 2023.07.06 10:42:02
-04'00'
HerreraSandra
Digitally signed by
HerreraSandra
Date: 2023.08.04 16:32:05
-04'00'
✔
Multi-Year Approval 10/1/2023 09/30/202
:DLYHU)<
✔
16.C.1.d
Packet Pg. 1206 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
1/11/2023
Collier County Public Utilities
Engineering and Project Management Dept
Mike Raabe
Subject: Sole Source Representative
Endress+Hauser, is the sole manufacture of its products. TriNova Inc is the sole or exclusive
representative for Endress+Hauser within the state of Florida for the purchase of new products, OEM
repair parts, repairs, and maintenance.
No other representative can sell products, repair/replacement parts, maintenance, repair/replacement
services, field services and technical support for Endress+Hauser.
The Florida Sales Team can be reached at:
TriNova Florida
2401 Drane Field Road, Lakeland, FL 33811
800-881-1487 * floridasales@trinovainc.com
If you have questions regarding this issue, please contact Korey Toepel at
800-881-1487.
14525 Kirby Dr x Pearland, TX 77407 x Phone (800) 969-5678 x Fax 704-527-5005
Best regards
Mitch Kotterman
________________________________________
Regional Sales Manager | Gulf Southeast
Endress+Hauser USA
Endress+Hauser Inc. | 14525 Kirby Dr. | Pearland, TX 77047 | United States
Mobile: +1 317 618 6752
mitchell.kotterman@endress.com |
www.us.endress.com
16.C.1.d
Packet Pg. 1207 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
January 11, 2023
Mike Raabe, P.E.
Supervisor - Project Management
Mike.Raabe@colliercountyfl.gov
3339 Tamiami Trail East, Suite 303
Naples, FL 34112
239-252-5379 Office
239-537-6819 Cell
Mr. Raabe,
ProMinent Fluid Controls, Inc. has appointed TriNova Inc. – Florida, as our authorized
single source representative for the municipal market. TriNova Inc represents ProMinent
Fluid Controls as a direct sales and service agent to local, county and state
governments and sales to contractors and/or system integrators on municipal projects,
for the state of Florida, excluding the panhandle. To properly support ProMinent
customers, TriNova personnel receives exclusive yearly factory training to keep up with
latest technologies.
TriNova Inc. – Florida’s corporate office is as follows:
TriNova Inc. - Florida
2401 Drane Field Road
Lakeland, FL 33811
Tel: 863-682-4500
Fax: 863-687-0077
Email: FLSales@trinovainc.com
Very truly yours,
PROMINENT FLUID CONTROLS, INC.
Chad Kloft
Chad Kloft
Regional Sales Manager
cc: K. Toepel, TriNova
16.C.1.d
Packet Pg. 1208 Attachment: FY24 Waiver 008 - TriNova - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Instructions
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division’s Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the marketplace, proprietary technology, copyright, patent, or a supplier’s unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Division:
Item/Service: Vendor Name:
Historical
Countywide
Spend: ______________________
Not to Exceed
Amount per
Fiscal Year: __________________
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Yes No
Sole Source Single Source One Time Purchase Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
Yes No If yes, provide the PCC number:__________________________________________________
Anthony J. Milden PUD - Wastewater
See Procurement comments
Xylem
$5,499,678 (2019-2023)
Requested FY24date range: _____________ 1,000,000.00
Process Mixers, Submersible Pumps, Grit and Internal Recycling Dry Pit Submersible Pumps,
Repair/Replacement Parts, and services for uninterrupted pumping capability throughout the utility
system.
The Xylem brand pumps used throughout the County utility system received Board approved
Standardization in 2018. To maintain warranty and proper functioning of the units, Xylem mixers are
used. Uninterrupted pumping capability is required to remain in regulatory and operational compliance
with Florida Administrative Code (FAC) chapter 62-600 (Domestic Wastewater Facilities), chapter
62-610 (Reuse of Reclaimed Water and Land Application), and 62-555 (Permitting, Construction,
Operation, and Maintenance of Public Water Systems), as well as other local, State, and federal rules
and regulations. Additionally, Xylem's Flygt brand is included in the County Approved Products List
(Appendix F) in the Board Approved Collier County Water-Sewer District Utility Standards Manual
under Ordinance 2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
✔
✔✔
✔
16.C.1.e
Packet Pg. 1209 Attachment: FY24 Waiver 009 - Xylem - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
Sole Source
Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
Single Source
Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: ___________________ BCC Agenda Item number: __________________
Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty.
Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
07/10/2018 17D
7/10/2018 Board Approved Standardization, Agenda 17D
Xylem Water Solutions U.S.A, Inc. is the only authorized vendor Xylem brand equipment and authorized
service repair and warranty organization in the State of Florida. Xylem staff are properly trained to
provide original equipment spare parts and repair & warranty services.
Additionally, Xylem's Flygt brand is included in the County Approved Products List (Appendix F) in the
Board Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance
2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
✔
✔
✔
16.C.1.e
Packet Pg. 1210 Attachment: FY24 Waiver 009 - Xylem - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase, and use history and the
current level of County investment in the product.
Explain why it is in the County’s best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product were used? What would occur if
another brand/vendor were used?
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the co st for
addressing the needs via an alternate approach.
Will this purchase obligate us to future ancillary products or services? Either in terms of maintenance or standardization.
Yes No
If yes, explain what types:
In 2018 the Board approved standardizing the Xylem pumps. The County has spent approximately one
million dollars annually in the Xylem products since 2019. Xylem does not authorize any other dealers.
Additionally, Xylem's Flygt brand is included in the County Approved Products List (Appendix F) in the
Board Approved Collier County Water-Sewer District Utility Standards Manual under Ordinance
2018-36 (BCC meeting July 10, 2018, items 17.D and 17.E).
The Xylem products have been proven and standardized. It would cost the County millions of dollars
today to replace the equipment in design changes, installation, training and possible failure of a different
brand, threatening public safety. The performance and reliability of this equipment has been at or above
industry standards.
The County has spent approximately one million dollars annually in Xylem products since 2019. It would
cost the County millions of dollars today to replace the equipment in design changes, installation,
training and possible failure of a different brand, threatening public safety. The performance and
reliability of this equipment has been at or above industry standards. Additionally, Xylem's Flygt brand is
included in the County Approved Products List (Appendix F) in the Board Approved Collier County
Water-Sewer District Utility Standards Manual under Ordinance 2018-36 (BCC meeting July 10, 2018,
items 17.D and 17.E).
Purchase of Xylem equipment will obligate us to future purchases for replacement parts, equipment,
maintenance items and services.
✔
16.C.1.e
Packet Pg. 1211 Attachment: FY24 Waiver 009 - Xylem - Rev2 (26320 : PUD Single Source Waivers)
Waiver Request Form
Revised 06/17/2021
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity, duration, and dollar amount of the purchase be a high risk
to the County.
It is a felony to knowingly circumvent a competitive process for commodities or services by fraudulently specifying sole
source. Florida Statute 838.22(2).
Requested by: Signature: Date:
Division Director: Signature: Date:
Department Head: Required if over $50,000 Signature: Date:
Procurement Strategist: Signature: Date:
Procurement Director:
Or designee Signature: Date:
For Procurement Use Only:
Approved Requesting Additional Information Requires RFI/Intent to Sole Source Rejected
Procurement Comments:
Current FY Approval Start Date: ______________ End Date: __________
Market research was completed by Public Utilities Department over the past year and included a variety
of sources. Staff cannot justify the expense to the County to switch vendors and the potential risk of
health and safety if an unproven product would fail.
Anthony J. Milden
Robert Von Holle
George Yilmaz, PhD, PE
Waiver FY24 #09 - Approval by Procurement Director is subject to the Board's approval. Item/Service: Process Mixers, Submersible Pumps, Grit
and Internal Recycling Dry Pit Submersible Pumps, and services.
On July 10, 2018, the Board approved included these products in the Collier County Water-Sewer District Utility Standards
Manual.
MildenAnthony
Digitally signed by
MildenAnthony
Date: 2023.09.14 12:29:17
-04'00'
VonHolleRobert
Digitally signed by
VonHolleRobert
Date: 2023.09.14 10:30:41
-04'00'
YilmazGeorge
Digitally signed by
YilmazGeorge
Date: 2023.09.14 21:15:40
-04'00'
HerreraSandra
Digitally signed by
HerreraSandra
Date: 2023.09.18 10:12:59
-04'00'
✔
Multi-Year Approval 10/1/2023 09/30/202✔
16.C.1.e
Packet Pg. 1212 Attachment: FY24 Waiver 009 - Xylem - Rev2 (26320 : PUD Single Source Waivers)
Chris Stewart
Branch Manager
Xylem Water Solutions, U.S.A., Inc. Flygt
Products
5771 Country Lakes Drive
Ft. Myers, Fl 33905
Tel 239-693-5226
Fax 239-693-1485
Date: February 22, 2023
To: Collier County Utilities
Attn: Procurement Division
From: Christopher Stewart
Subject: FLYGT PRODUCTS – SALES & SERVICE
Please be advised that Xylem Water Solutions U.S.A, Inc. is the only authorized vendor for Flygt Products and
is the only authorized service repair and warranty organization in the State of Florida; ( East of the Apalachicola
River). Our staff is properly trained to provide you with original equipment spare parts and repair & warranty
service.
Xylem Water Solutions U.S.A, Inc. (formerly ITT Water & Wastewater) is the sole sales point for Florida from
one of our facilities in Apopka, Jupiter (formerly West Palm) or Ft. Myers.
FLYGT products are manufactured in our facility in Southern Sweden and distributed by our directed offices
in Florida listed above. The 4901 Mix Flush Valve FLYGT P/N 5565101 is a proprietary FLYGT product.
Thank you for your interest in FLYGT Products. Please feel free to contact me if you have any questions
regarding distribution or any other matters
Sincerely,
Xylem Water Solutions U.S.A, Inc.
Christopher Stewart
Christopher Stewart
16.C.1.e
Packet Pg. 1213 Attachment: FY24 Waiver 009 - Xylem - Rev2 (26320 : PUD Single Source Waivers)