Agenda 10/24/2023 Item #16E2 (To continue to provide electric, solid waste, water and sewer to County locations)10/24/2023
EXECUTIVE SUMMARY
Recommendation to (1) retroactively approve as of October 1, 2023, all existing Purchase Orders for the
purchase of Utility Services for electric, water and sewer needed to operate County facilities and operations;
(2) authorize for the next five fiscal years ongoing Utility expenditures not to exceed $19,315,000; and (3)
approve Exemption from Competition Forms for the City of Marco Island, the City of Naples, the
Immokalee Water and Sewer District, Collier County Water and Sewer District, Florida Power and Light,
and Lee County Electric Cooperative.
_____________________________________________________________________________________
OBJECTIVE: To continue to provide electric, solid waste, water and sewer to County locations that need the
utility services to conduct County operations.
CONSIDERATIONS: The Procurement Ordinance 2017-08, as amended, requires that the Board execute all
contracts in excess of $50,000. There are no exceptions.
The Procurement Ordinance also exempts from the competitive process all “water, sewer, electrical, gas, or other
regulated utility, communications and data transmission services subject to government rate control.” All contracts
regardless of amount that fall within these exemptions are brought to the Board for approval through Exemption
from Competition Forms.
Staff has for a number of years entered into Purchase Orders for utility services with the City of Marco Island, the
City of Naples, the Immokalee Water and Sewer District, Collier County Water and Sewer District, Florida Power
and Light, and Lee County Electric Cooperative. As of October 11, 2023, there are currently over sixty (60) of
these Purchase Orders for approximately 185 accounts for FY 2024, as many are location and account based.
Neither the Purchase Orders nor Exemption from Competition Process forms were brought to the Board because as
a practical matter there are no alternative options for these utility services. However, there were approximately 175
Purchase Orders for the six (6) Utility providers in FY 2023.
The following Utilities Services that are in excess of $50,000 each fiscal year include:
1. Florida Power and Light - electric
2. Collier County Utility Billing - water and sewer
3. City of Marco Island - water and sewer
4. Immokalee Water and Sewer District - water and sewer
5. City of Naples - water, sewer and solid waste
6. Lee County Electric Cooperative - electric
These services are essential to Countywide operations to ensure that County locations throughout the Co unty have
utilities, such as electric and water and sewer. Without the services provided County operations would come to a
halt in addition to causing life and health safety risks.
Approval is sought for all outstanding Utility Purchase Orders as of Oct ober 1, 2023, which is the start of Fiscal
Year 2024, and to authorize Utility expenditures not to exceed $19,315,000 through Fiscal Year 2029.
FISCAL IMPACT: Funds are available in the various County funds and cost centers.
The attached Exemption from Competitive Process forms have an annual not to exceed purchase amounts, without
additional Board approval, as follows:
Utility Provider Utilities Services Annual Amount
not to Exceed
Florida Power and Light Electric $15,000,000
Collier County Utility Billing Water and Sewer $2,100,000
16.E.2
Packet Pg. 1525
10/24/2023
City of Marco Island Water and Sewer $1,100,000
Immokalee Water and Sewer District Water and Sewer $165,000
City of Naples Water and Sewer and Solid Waste $350,000
LCEC Electric $600,000
Total $19,315,000.00
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and
legality and requires majority vote for approval. -JAK
GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to
ensure the adequacy and availability of viable public facilities.
RECOMMENDATION: That the Board (1) retroactively approve as of October 1, 2023, all existing Purchase
Orders for the purchase of Utility Services for electric, water and sewer needed to operate County facilities and
operations; (2) authorize for the next five fiscal years ongoing Utility expenditures not to exceed $19,315,000; and
(3) approve Exemption from Competition Forms for the City of Marco Island, the City of Naples, the Immokalee
Water and Sewer District, Collier County Water and Sewer District, Florida Power and Light, and Lee County
Electric Cooperative.
Prepared by: Megan Gaillard, Division Director, Corporate Compliance and Continuous Improvement Division
ATTACHMENT(S)
1. FPL-Exemption from Competition Form FINAL (PDF)
2. Collier Utility Billing-Exemption from Competition Form FINAL (PDF)
3. City of Marco Island-Exemption from Competition Process FINAL (PDF)
4. Imm Water-Exemption from Competition Form FINAL (PDF)
5. City of Naples-Exemption from Competition Form FINAL (PDF)
6. LCEC-Exemption from Competition Form FINAL (PDF)
16.E.2
Packet Pg. 1526
10/24/2023
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.E.2
Doc ID: 26882
Item Summary: Recommendation to (1) retroactively approve as of October 1, 2023, all existing Purchase Orders
for the purchase of Utility Services for electric, water and sewer needed to operate County facilities and operations;
(2) authorize for the next five fiscal years ongoing Utility expenditures not to exceed $19,315,000; and (3) approve
Exemption from Competition Forms for the City of Marco Island, the City of Naples, the Immokalee Water and
Sewer District, Collier County Water and Sewer District, Florida Power and Light, and Lee County Electric
Cooperative.
Meeting Date: 10/24/2023
Prepared by:
Title: Manager Corp Compliance and Continuous Improvement – Corporate Compliance and Continuous
Improvement
Name: Megan Gaillard
10/11/2023 6:39 PM
Submitted by:
Title: Manager Corp Compliance and Continuous Improvement – Corporate Compliance and Continuous
Improvement
Name: Megan Gaillard
10/11/2023 6:39 PM
Approved By:
Review:
Unknown Sarah Hamilton Additional Reviewer Completed 10/12/2023 9:27 AM
Procurement Services Vanessa Miguel Level 1 Purchasing Gatekeeper Completed 10/12/2023 10:03 AM
Procurement Services Sarah Hamilton Procurement Director Review Completed 10/12/2023 10:25 AM
Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Completed
10/12/2023 10:49 AM
Office of Management and Budget Blanca Aquino Luque Level 3 OMB Gatekeeper Review Completed 10/13/2023 9:04 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 10/13/2023 9:14 AM
Office of Management and Budget Blanca Aquino Luque Additional Reviewer Completed 10/16/2023 9:10 AM
County Manager's Office Amy Patterson Level 4 County Manager Review Completed 10/18/2023 9:37 AM
Board of County Commissioners Geoffrey Willig Meeting Pending 10/24/2023 9:00 AM
16.E.2
Packet Pg. 1527
r't
=r**ffel
Colfrev Cou*rty
ProcurenenL
EXEMPTION FROM COMPETITIVE PROCESS FORM
lnstructiors: The following procurement categories may be eligible fcr exemplian frorn the competitive process per
Procurement Ordinance 1l-08, as amended, Section fighi, Exemptions to the Competitive Process; based upon the
determination of the County Manager or designee that approval of such an exempfi*n is in the best interest of
the County. Purchases greater rhan S50,000 wil! require final approval by the 3oard of County Commissicners.
Complete all sections of :his form pricr lo submitling it to Procuremen!. Any quotes and/or documentalion
submitted must be dated within the last tlri{y (30) days. ll applicable, submit with the form associated terms and
conditions or agreements.
f] 1. Government Agency/Non-Profit f] rO. Sf,op estimates on disassembled equipment
[ 2. Registration,/Dues/Training f, 11. Personnel/Recruitment Services
[ 3. Subscriptions/Periodicals/Printed Materials I t2. Works of art for public display
[ +. Advertisements [ 13. Direct purchases
f, S. Utit:ty 5ervices - subject to government control [ 14. Financial lnstruments
X 6. Educetian/Academic Programs/Trainers/Speakert n 15. Entertainment Services for County Sponsored Events
I Z. t-egat Services I f6. vanagement Studies as directed by the County Manager
[ 8. Purchases required by grants/gifts [ 17. Resolution/BCC Direction (include resolution number
f 9. 'ompatlbility/Proprietary with current systems and approval date)
SECTION ONE
Requ ester:
Radoslava Edreva
Division:
Corporate Com plia nce and Contin uous lm provement
Requ ested ltem{s}/Se rvice(s) :
Cou nty-wide U tility Services
Vendor Name:
Florida Power and Light
SECTION TWO
H istorical Countywide Expenditu re:
5 rz,44o,ooo
Requested Not to Exceed Expenditure Per FY:
$ ls,ooo,ooo
Requested Date Range:
101u2023-s/301202s
Budget FY;
FY 2024 - FY 2029 Q On" Time Purchase @ U,.rttipte Purchases
SECTION THREE
Quote/Proposal: QYes @ No
lf ves, altach.
Agreement/lerms&Conditions: QVes C*olf yes, attach.
SECTION FOUR
Detailed Eescription of Purclrase,
Florida Power and Light is the only provider of utility services in many locations throughout the County. There are no
other alternative vendors that can provide these utility services. The electric utility services are criticalfor the
continuation of County operations.
ln FY 2023 there were purchase orders opened for 379 different accounts at multiple locations throughout the
County, such as, wellfields, wastewater collections plants, wells, water meters, pump stations, timers at many
locations, roundabouts, buildings, parks facilities, concession stands, etc. The total FY 2023 actual expenditures were
approximately 512,440,000. Based on the increasing CPl, costs for electric (at a minimu m L0% increase per year), and
additional locations (as needed), the requested amount of maximum spend has been increased.
Page 1 of 2
Revised 9/2023
EXEMPTION FROM COIVIPETIryE PROCESS FORM
16.E.2.a
Packet Pg. 1528 Attachment: FPL-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
essential to county operati0ns'
The service is essential to Countywide operations to ensure that county locations throughout the county have
.^ ^ L^l+ --.l a^rrni\/
utilities, such as, electric. without the services provicled county operations would come to a halt and county
operations would not be abre to be compreted for the majority of the Cou nty locations in Fy 2024' For example' if the
waterand/orwastewaterlocationsweretonothaveelectricity,itcouldcauselifeandhealthsafetyissues'
As rocations and facirities are added for operations, the totar number of purchase orders wit increase, which is
anticipated as the County grows / develops additional locations'
nologY' lf Yes' Provide the
Purchasing Compliance Code (PCC) number or email approval documentation'
I v"t e *o lf yes, provide the PCC number;
Sisnature: DigitallY signed bY
Ed reva Rad os I ava E:i:Yi[t3:'J:i; 23:3 1 1 B -04'oo,
Requ :ster:
Radoslava Edreva
Sign atu re :
G a i I I a rd M e g a n B:{? y,;3t',:',.:llFi:Yff'elDivision Director:
Megan Gaillard
to I rt IPSD"prttrnfi H"tdiR-quired if over $SO'OOO):
Amy Patterson, County Manager (to sign in agenda)
Signatu re:F-.*"rn"nt Director ($50,000 and under):
p****"nt Director (Over $50,000 contingent on
Board aPProval):
Contract Not APPlicab'" EI
Approved bY Board:
Date tol24l23
Approved For:
Start Date
Ind Date
Lol1.l23
sl30l2s
Page2 ol 2
Revised 9/2023EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.a
Packet Pg. 1529 Attachment: FPL-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
{l3'64;r'e\
Cat{iev Cow*tty
. "..a
Procurement
EXEMPTION FROM COMPETITIVE PROCESS FORM
lr:structions: The following procilrement categories may be eligible for exempticn from the competitive process per
Procurement Ordinance 17-08, as amended, Section light, Exemptions to lhe Competitive Process; based upon the
determinalion of the County Manager or designee that approval of such an exemption is in the best interest of
the Ccuniy. Purchases greater than $50,000 will require final approval by the Board of County Commissioners.
Complete all sections of this form pricr to submitting it to Prccqremeni. Any quotes and/or documentalion
submitted must be dated within the last thirty (30) daVs. lf applicable, subrnil with the form associated term: and
conditions or agreements.
[ 1. Gouernment Agency/Non-Profit
f 2. Registratisn/Dues/Training
f 3. Subscriptions/Period icals/Printed Materials
f +. Advertisements
I S. Utility Services - subject to government control
I 6. ld ucation/Acade m ic P rogra ms/Tra i n ers/Spea kers
LJ /. Legal 5ervrces
f 8. Purchases required by grantsy'gifts
f 9. tompatibility/Proprietary with current systems
SrCrf Oftf Of,f f
I fO. Snop estimates on disassembled equipment
fl 11. Personnel/Recruitment Services
[ 12. Works of art for public display
I t3. Oirect Purchases
! 14. Financial lnstruments
I 15. Entertainment Services for Couniy Sponsored Events
f] t6. wanagement Studies as directed by the County Manager
f] tZ. Resolution/BCC Direction {include resolution number
and approval date)
Requester:
Radoslava Edreva
Division:
Corporate Com plia nce and Contin uous Im provement
Requested ltem{s}/Service(s}:
Cou nty-wide Utility Services
Vendor Name:
Collier County Utility Billing Services
SECTION TWO
H istorical Countywide Expenditu re:
S 1,72s,ooo
Requested Not to Exceed Expenditure Per FY:
S z,roo,ooo
Requested Date Range:
10/L/2023-e130/202s
Budget FY:
tY 2024 - FY 2029 Q One Time Purchase @ wtultlpte Purchases
SECTION THREE
Quote/Proposal: QYes @ ttto
lf ves, attach.
Agreement/Terms&Conditions: QVes C*o
lf yes, attach.
SECTION FOUR
Detailed Description of Purchase.
Collier County Utility Billing Services is the only provider of utility services in many locations throughout the County.
There are no other alternative vendors that can provide these utility services. The water, irrigation and sewer utility
services are criticalfor County operations.
ln FY 2023 there were multiple purchase orders opened for I4l accounts at various locations throughout the County,
such as, parks, CAT station, Pelican Bay, Vanderbilt Beach Parking Garage, etc. The total FY 2023 actual expenditures
were approximately $f,ZZS,OOO. Based on the increasing CPl, costs for utility services (recent mid-year price increase),
and additional locations (as needed), the requested amount of maximum spend has been increased.
Page 1 of 2
Revised 9/2023
TXEMPTION FROM COIVIPETITVE PROCESS FORM
16.E.2.b
Packet Pg. 1530 Attachment: Collier Utility Billing-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
7
Detailed Public Purpose. lnclude why this purchase is essential to County operations.
The service is essential to County operations to ensure that County locations throughout the County have essential
services, such as, water and sewer. Without the services provided County operations would come to a halt and
County operations would not be able to be completed for multiple locations in FY 2024. For example, if the water
pumps, CAT Facility, parks locations were to not have water and sewer, it could cause life and health safety issues and
halt operations.
As locations and facilities are added for operations, the total number of purchase orders will increase, which is
anticipated as the County grows / develops additional Iocations.
SECTION FIVE
lnformation Technology. Select Yes if the products/services are related to lnformation Technology. lf yes, provide the
Purchasing Compliance Code (PCC} number or email approval documentation.
Q ves O *o lf yes, provide the PCC number:
SECTION SIX
Requester:
Radosla,va Edreva
Signatu re: _ Dioitaily signed by
Ed feVaRad OSI aVa Ed'revaRadosrava
Date: 2023.10.10 23:22:OB -04'OA'
Division Director:
Megan Gaillard
Sisnat u re:" Gaillard Megan 3:1[:,ry.;yT:,?'.:l]1iYffA;
Department Head (Required if over SSO,OO01:
Amy Patterson, County Manager (to sign in agenda)n rcf u lat
Signaxe:
(
"h,',rr"Procurement Director (S50,000 and under):Signature: A
Procurement Director (Over $50,000 contingent on
Board approval):
Signatu re:
Procurement Use Only
Approved For:
Start Date
End Date
10/r123
s/30/2e Agenda #
Approved by Board:
Date !0/24/23
Contract #: NA
Contract Not Applicab'" EI
Exemption #:
Page 2 of 2
Revised 9/2023
EXEMPTION FROM COMPETIryE PROCESS FORM
16.E.2.b
Packet Pg. 1531 Attachment: Collier Utility Billing-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
{t##
Cd{:frev Couwry
Pi"ocurement
EXEMPTION FROM COMPETITIVE PROCESS FORM
lnstructions: The following procurement categories may be eligible for exemption from the competitive process per
Procurement Ordinance t7-08, as amended, Section Eight, Exemptions to the Competitive Process; based Llpon the
determination of the County Manager or designee that approval of such an exemption is in the best interest of
the Ccunty. Purchases greater than $50,000 will require final apprcval by the Board of County Ccl*missioners.
Complete all sections of this form prior to submitling it to Procurenrent. Any quotes andlor documentation
submitted must be dated within the last ihirty {30} days. lf applicable, subrnit with tie form associated terms and
conditions or agreements.
! 1. Gouernment Agency/Non-Profit I fO. Sf'op estimates on disassembleci equipment
f, 2. Registration/DueslTraining [ 11. Personnel/Recruitment Services
f, 3. 5ubscriptions/Periodicals/Printed Materials [ 12. Works of art for public display
[ +. Advertisements I t3. Oirect Purchases
I S. Utitity Services - subject to government control ! 14. Financial lnstruments
I 6. Education/Academic Programs/Trainers/Speaker. n 15. Entertainment Services for County Sponsored Events
f] Z. regat Services I t 6. Vanagement Studies as directed by the County Manager
fl 8. Purehases required by grants/gifts I l-7. Resolution/BCC Direction {include resotution number
f] 9. 'ompatibility/Proprietary with current systems and approval date)
SECTION ONE
Req u ester:
Radoslava Edreva
Division:
Corporate Com plia nce and Contin uous lm provement
Requested ltem(s)/Service{s) :
Cou nty-wlde Utility Services
Vendor Name:
City of Marco lsland
SECTION TWO
H istorical Cou ntywide Expenditu re:
S 790,ooo
Requested Not to Exceed Expenditure Per FY:
S 1,1oo,ooo
Requested Date Range:
1,0 / 1, / 2023 -s / 3 0 I 202e
Budget FY;
FY 2024 - F\ 2029 Q one Time Purchase @ :r,:uttipte purchases
SECTION THREE
Quote/Proposal: Q Yes @ wo
lf yes, attach.
Agreement/Terms&Conditions: QVes Ctolf yes, attach.
SECTION FOUR
Detailed Description of Purchase.
The City of Marco lsland is the only provider of utility services in many locations throughout the Marco lsland area of
the County. There are no other alternative vendors that can provide these utility services. The utility services are
criticalforthe continuation of the County's operations at multiple locations in the area such as Marco lsland Library,
MarcolslandHistorical Museumamongstothers. Theexemptionincludesthepurchaseof bulkwaterbytheWater
Division for Goodland and Key Marco areas.
ln FY 2023 there were seven (7) purchase orders opened for multiple locatlons throughout the area for services, such
as, water, irrigation, sewer, fire meters, bulkwater, etc. The totalFY 2023 actual expenditure was approximately
S790,000. Based on the Increasing CPl, costs for utility services (rate increases for utilities), and additional locations
(as needed), the requested amount of maximum spend has been increased.
Page L of 2
Revised 9/2023
EXEMPTION FROM COMPETIryE PROCESS FORM
16.E.2.c
Packet Pg. 1532 Attachment: City of Marco Island-Exemption from Competition Process FINAL (26882 : Utility Services Exemption from Competition)
Detailed Public Purpose. lnclude why this purchase is essential to County ope rations.
The service is essential to County operations to ensure that County locations in the Marco lsland area have essential
services, such as, water, irrigation and sewer. Without the services provided County operations would come to a halt
and County operations at these locations would not be able to be completed as lack of these essentialservices would
cause life and health safety issues.
As locations and facilities are added for operations, the total number of purchase orders will increase, which is
anticipated as the County grows / develops additional locations.
SECTION FIVE
lnformation Technology. Select Yes if the products/services are related to lnformation Technology. lf yes, provide the
Purchasing Compliance Code (PCC) number or email approval documentation.
Q ves O *o lf yes, provide the PCC number:
SECTION SIX
Requester:
Radosiova Edreva
Signature: _ _ Diqitalv signed by
Ed feVa RadOSlaVa Ed-revaRadoslava
Date: 2023.10.10 22:55:35 -04'00'
Division Director:
Megan Gaillard
Si en at u re:" GaillardMegan 3:1:1;,;yl",',?',:liliYffii
Department Head (Required if over $50,000):
Amy Patterson, County Manager (to sign in agenda)rcf rr leslgnQture:
)t1"',^^
Procurement Director (550,000 and under):Signature:(l
Procurement Director (Over $50,000 contingent on
Board approval):
Signatu re:
Procurement Use Only
Approved For:
Stari Date
Fnd Date
L0/1,/23
s/30/2s
Approved by Board:
Date 10124123
Agenda #
Contract #: NA
Contract Not Applicab," Zl
Exemption #:
Page 2 of 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.c
Packet Pg. 1533 Attachment: City of Marco Island-Exemption from Competition Process FINAL (26882 : Utility Services Exemption from Competition)
7
{t##
QoViev Qovtwtv
ProcuremenL
EXEMPTION FROM COMPETITIVE PROCESS FORM
lnstructions: The following Frocurement categor;es may be eligible for exemptian from the competitive process per
Procurement Ordinance 17-08, as amended, Section Eight, Exemplions tc the Competitive Process; based upon the
determinaticn of the Ccunty Manager or designee that approval of such an exemption is in the best interest of
the County. Purchases greater ihan $50,000 will require final approval by the Board of County Commissioners.
Complete all sections of this form prior to submitling it to Procurerneni. Any quotes and/or documentaticn
submitted must be dated within the last thirty (30) days. lf applicable, submit with tle forrn associated terms and
condltians 0r agreements.
f, 1. Government Agency/Non-Profit
[ 2. Registralion/Dues/Training
f 3. 5ubscriptions/Period icalslPrinted Materials
f +. Advertisements
I S. Utit:ty Services - subject to government control
tr 6. Ed ucatjon/Acad e mic Progra ms/Tra i n ers/Spea kers
I z. regat Services
f B. Purchases required by grants/gifts
! 9. .cmpafibility/Proprietary with current systems
SECTION ONE
I fO. S|rop estimates on disassembleC equipment
f] 11. Personnet/Recruitment Services
fl t2. Works of art for public clisplay
I t3, Direct Purchases
I t+. f inancial lnstruments
! 15. Entertainment Services for County Sponsored Events
! t6. Vtanagement Studies as directed by the County Manager
I t:. Resolution/BCC Direction {include resolution number
and approval date)
Req u ester:
Radoslava Edreva
)ivision:
Corporate Compliance and Continuous lmprovement
Requested ltem{s)/Service{s) :
Cou nty-wide Utility Services
Vendor Name:
lmmokalee Water and Sewer District
SECTION TWO
Historical Cou ntywide Expenditure:
S 131,ooo
Requested Not to Exceed Expenditure Per FY:
$ 16s,ooo
Requested Date Range:
10/L/2023-e/30/202s
Budget lY:
FY 2024, FY 2029 Q On" Time Purchase @ ntuttlpte purchases
SECTION THREE
Quote/Proposal: QYes @ No
il Ves, attach.
Agreement/Terms&Ccnditions: QVes C*o
lf yes, attach.
SECTION FOUR
Detailed Description of Purchase.
The lmmokalee Water and Sewer District is the only provider of utility services in many locations throughout the City
of lmmokalee area of the County. There are no other alternative vendors that can provlde these utility services. The
utility services are criticalfor the continuation of County operations.
ln FY 2023 there were nine (9) purchase orders opened for 23 different accounts at multiple locations throughout the
County for water and sewer services. The total FY 2023 actual expenditures were approximately S131,000.00. Based
on the increasing CPl, costs for utility services (rate increases for utilities), and additional locations (as needed), the
requested amount of maximum spend has been increased.
Page 1- of 2
Revised 9/2023
EXEMPTION TROM COMPETITVE PROCESS FORM
16.E.2.d
Packet Pg. 1534 Attachment: Imm Water-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
Detailed Public Purpose. lnclude why this purchase is essentialto County operations. a
The service is essentialto County operations to ensure that County locations throughout the County have utilities,
such as, water and sewer. Without the services provided County operations would come to a halt and County
operations would not be able to be completedfor23 accounts at multiple locations inFY 2024. For example, if the
lmmokalee Airport, Roberts Ranch Museum, Solid Waste Landfill, lmmokalee Community Park were to not have
waterand sewer, it could cause life and health safety issues and halt operations.
As locations and facilities are added for operations, the total number of purchase orders will increase, which is
anticipated as the County grows / develops additional locations.
SECTION FIVE
lnformation Technology. Select Yes if the products/services are related to lnformation Technology. lf yes, provide the
Purchasing Compliance Code {PCC) number or email approval documentation.
Q V"r O ruo lf yes, provide the PCC number:
SECTION SIX
Requester:
Radosli,,ra Edreva
Signature: _ Dioiraly signed by
Ed feVa Rad OSI aVa Ed"revaRadostava
D aIe 2a23.1 0. 1 A 23:4 1 :22 -04' 0A'
Division Director:
Megan Gaillard
Sienature:" Gaillard Megan 3:1[:1,;yi:',?'.:1[TgY;-%i
Department Head (Required if over SS0,00O):
Amy Patterson, County Manager (to sign in agenda)ro/rr/ p3
Signatqr4:
04%-
Procurement Director ($50,000 and under):Signature: U
Procurement Director (Over $50,000 contingent on
Board approval):
Signatu re:
Procurement Use Only
Approved For:
Start Date
End Date
1"01r/23
s/30/2e Agenda #
Approved by Board:
Date 10/24123
Contract #: NA
Contract Not Applicab," Z
Exemption #:
Page 2 oI 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.d
Packet Pg. 1535 Attachment: Imm Water-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
al*\s.s
-'';--*
C,oYl{le C,o*t.nty
Procurement
EXEMPTION FROM COMPETITIVE PROCESS FORM
lnstructions: The following procurement categories may be eligible for exemplion from the competitlve process per
Procurement Ordinance fl-A8, as amended, Section Eight, Exemptions to lhe Competitive Process; based upon the
determination of the Ccunty Manager or designee that approval of such an exempticn is in the best interest of
the Caunty. Purchases greater lhan $50,000 will requlre final approval by the Board of County Commissioners.
Complete all sections of th:s form prior to submitfing it to Procure menl. Any quotes and/or documentation
submitted must be dated wlthin the last thirtV {30} days. lf applicable, submit with the form associated terms and
conditions or agreements.
f] 1. Gouernment Agency/Non-Profit
f] 2. Registration/DueslTraining
[] 3. 5u bscri ption s/Period ica i s/Pri nted Materia I s
f +. Advertisements
I S. Utit:ty Services - subject to government control
I 6. ed u cation/Acacie mic Progra ms/Tra i n ers/Spea kers
f] z. regat Services
fl 8. Purchases required by grants/gifts
f] 9. 'ompatibility/Proprietary with current systems
sscrroru
! fO. St",op estimates on disassembled equipment
fl 11. Personnel/Recruitment Services
f lZ. Works of art for public display
I t3. Direct Purchases
[ 14. Financial lnstruments
n 15. Entertainment Services for County Sponsored Events
I te . Vanagement Studies as directed by the County Manager
[ 17. ResolutionlBCC Direction {include resolufion number
and approval date)
Requ ester:
Radoslava Edreva
Division:
Corporate Compliance and Continuous lmprovement
Requested ltem(s)/Service(s):
Cou nty-wide Utility Servlces
Vendor Name:
City of Naples
SECTION TWO
H istorical Cou ntywide Expenditure:
$ 24o,ooo
Requested Not to Exceed Expenditure Per FY:
$ 35o,ooo
Requested Date Range: I Buclget FY:
L0/r12023-s13012029 | rv zOz+ - Fy 2O2s Q One Time Purchase @ tv:uttipte purchases
SECTION THREE
Quote/Proposal; Q Yes @ No
lf yes, attach.
Agreement/Terms&Conditions: QVes e*olf yes, attach.
SECTION FOUR
Detailed Description of Purchase.
The City of Naples is the only provider of utility services in many locations throughout the City of Naples Service area
of the County. There are no other alternative vendors that can provide these utility services. The utility services are
critical for Cou nty-wide operations.
ln FY 2023 there were twenty (20) purchase orders opened for over 70 different accounts throughout the County for
water, irrigation, sewer and solid waste services (note - this exemption request does not include interlocal
agreements forvarious governmentai services). The total FY 2023 actual expenditures were approximately $240,000.
Based on the increasing CPl, costs for utility services (rate increases for utilities), and additional locations (as needed),
the requested amount of maximum spend has been increased.
Page 1 of 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.e
Packet Pg. 1536 Attachment: City of Naples-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
a
Detailed Public Purpose. lnclude why this purchase is essential to County operations.
The services are essentialto County operations to ensure that County locations throughout the County have utilities,
such as, water and sewer. Without the services provided County operations would come to a halt and County
operations would not be able to be completed at multiple County locations (for example East Naples Community
Park, Growth Management Community Development Main Building, Transportation Department Building amongst
others) in FY 2024 due to life and health safety issues.
As locations and facilities are added for operations, the total number of purchase orders will increase, which is
anticipated as the County grows / develops additional locations.
SECTION FIVE
lnlormaticn Technology. Select Yes if the products/services are related to lnformation Technology. lf yes, provide the
Purchasing Compliance Code {PCC) number or email approval documentation.
Q v"r O *o lf yes, provide the PCC number:
SECTION SIX
Req u este r:
Radoslava Edreva
Signature: _ _ Diqitalv signed by
Ed feVa RadOSlaVa Ed"revaRadostava
Date: 2023.10.1 0 23:14:48 -O4'00'
Division Director:
Megan Gaillard
Sienature:" Gaillard Megan 3:1[:',ry,;3t1,?'.:Z[:l3Yffe;
Department Head (Required if over $50,000):
Amy Patterson, County Manager (to sign in agenda)
''rWht €^*,"^*- | o / r, I es
Procurement Director {$50,000 and under)Signature: U
Procurement Director (Over $50,000 contingent on
Board approval):
Signature:
Procurement Use Onlv
Approved For:
Start Date
End Date
1011,/23
s/3o/2e
Approved by Board:
Date t0/24/23
Agenda #
Contract #: NA
Contract Not Applicab'" Zl
Exemption #:
Page 2 of 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.e
Packet Pg. 1537 Attachment: City of Naples-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
{lql-g+rffi\,
C,oT[rev QovtwL\
Procu remenL
EXEMPTION FROM COMPETITIVE PROCESS FORM
lnstructions; The following procurement .ategories may be eligible for exempficn from the competitive prccess pe r
Procurement Ordinance L7-08, as amended, Section Eighi, Exemplions to lhe Competitive Process; based upor the
determination of the Ccunty l\4anager or designee that approval of such an exemption is in the best interesl af
the County. Purchases greater rhan $50,000 will require final approval by the Soard of County Commissioners.
Complete all sections of this form prior to submitting it to Procurement. Any quotes andlor documentation
submitted mlst be dated within the last thirty {30} days. lf applicable, subrnit wiih the fornn associeted terms and
condifians 0r agr€ements.
f] 1. Government Agency/Non-Profit
f] 2. 3egistration/Dues/Training
f] 3. Subscr;ptions/Periodicals/Printed Materials
fl +. Advertisements
I S. Utitity Services - subject to government control
f, 6. Ed ucation/Acad e mic Progra ms/Trai n ers/Spea kers
Ll /. Legal 5ervtces
f 8. Purchases requirecl by grants/gifts
f 9. ronrpatibil:ty/Proprietary with current systems
I tO. Sirop estimates on disassembled equipment
fl 11. Person nei/Recruitment Services
f] 12. works of art for public display
fl t3. Direct Purchases
fl 14. Financial lnstruments
fl 15. Entertainment Services for County Sponsored Events
I tO. tv'tan.gement Studies as directed by the County Manager
[ 17. Resolution/BCC Drrection {include ress]ilticn number
and approval date)
Requester:
Radoslava Edreva
Division:
Corporate Com pliance and Contin uous lmprovement
Requested ltem{s)/Service(s}:
Cou nty-wide Utility Services
Vendor Name:
Lee County Electric Cooperative (LCEC)
SECTION TWO
H istorical Countywide Expendilure:
S soo,ooo
Requested Not to Exceed Expenditure Per FY:
$ 600,ooo
Requested Date Range:
t0/r12023-e/30/2029
Sudget FY:
FY 2024 - FY 2029 Q One Time Purchase @ wuttiple P:.:rcliases
SECTION THREE
Quote/Proposal: Q Yes @ No
lf yes, attach.
Agreement/Tern:s& Conditions: QVes O*o
lf yes, attach.
SECTIOT! FOUR
Detailed Description of Purchase.
Lee County Electric Cooperative (LCEC )is the only provider of utility services in many locations throughout the
County. There are no other alternative vendors that can provide these utility services in these areas. The electric
utility services are criticalfor the continuation of County operations.
ln FY 2023 there were purchase orders opened for 44 different accounts and multiple locations throughout the
County,such as, Marco lsland Historical Museum, Marco lsland Library, Marco lsland Recyclingcenter, lmmokalee
Airport and other locations, pumps, etc. The total FY 2023 actual expenditures were approximately $S00,000. Aased
on the increasing CPl, costs for utility services (rate increases for electric of approximately 10%), and additional
locations (as needed), the requested amount of maximum spend has been increased.
Page 1 of 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.f
Packet Pg. 1538 Attachment: LCEC-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)
Detailed Public Purpose. lnclude whythis purchase is essentialto County operations.
The service is essential to County operations to ensure that County locations throughout the County have utilities,
such as, electric. Withoutthe services provided County operations would come to a halt and County operations would
not be able to be completed for multiple locations in FY 2024. For example, if the lmokalee Fleet and Jail, Marcc
lsland Recycling center, Parks facilities, electric poles, gates, pumps, etc. locations were to not have eiectric, it could
cause life and health safety issues and halt operations.
As locations and facilities are added for operations, the total number of purchase orders will increase, which is
anticipated as the County grows / develops additional locations.
SECTION F1VE
lnformation Technology. Select Yes if the products/services are related to lnformation Technology. lf yes, provide the
Purchasing Compliance Code {PCC} number or email approval documentation.
Q ves O to lf yes, providethe PCC number:
SECTION SIX
Req uester:
Radoslirva Edreva
Signature: _ Dioitatiy signed by
Ed feVaRad OSlaVa Ed"revaRadostava
Dale-: 2423 1 A. 1 A 23:52 :58 -04'00'
Division Director:
Megan Gaillard
Sien atu re:" GaillardMegan 3:1[?'y,;Y[1,?'.:ZH:Y;-qei
Department Head {Required if over S50,000):
Amy Patterson, County Manager (to sign in agenda)rcltrlPg
Signatg*e;
( ,lrvr,,^^
Procurement Director ($50,000 and under):Signature: U
Procurement Director (Over S50,000 contingent on
Board approval):
Signatu re:
Procurement Use Only
Approved For:
Start Date
tnd Date
10lL123
sl30/2s
Approved by Board:
Date 10/24/23
Agenda #
Contract #: NA
Contract Not Applicab'u EI
Exemption #:
Page 2 of 2
Revised 9/2023
EXEMPTION FROM COMPETITVE PROCESS FORM
16.E.2.f
Packet Pg. 1539 Attachment: LCEC-Exemption from Competition Form FINAL (26882 : Utility Services Exemption from Competition)