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Agenda 08/13/2024 Item #16C 7 (After-the-fact payment to Allied Universal Corporation)08/13/2024 EXECUTIVE SUMMARY Recommendation to approve an after-the-fact payment to Allied Universal Corporation in the amount of $19,045.36 for the purchase of 50% sodium hydroxide for the North County Regional Water Treatment Plant, which was mistakenly acquired from the tertiary vendor under Agreement No. 21-7921, “Countywide Chemicals” instead of the low bid primary vendor and deem the expenditures have a valid public purpose. OBJECTIVE: To obtain approval for an after-the-fact payment for the purchase of 50% sodium hydroxide for the North County Regional Water Treatment Plant from the tertiary vendor, Allied Universal Corporation (“Allied Universal”) in the total amount of $19,045.36 instead of the low bid primary vendor under Agreement No. 21 -7921 “County Chemicals”. CONSIDERATIONS: The Board approved Agreement No. 21-7921 for Countywide Chemicals on February 2, 2022 (Agenda Item 16.C.1), which allows for price modifications effective on every March 1st and September 1st on a semi-annual basis. The lowest bidder from the pool of vendors is determined by the Procurement Services Division to be the primary vendor for the next time period. On March 1, 2024, the primary vendor for 50% sodium hydroxide (Caustic Reg 50%) was determined to be Brenntag Mid-South Incorporated, secondary - Harcos, and tertiary - Allied Universal. On April 10, 2024, North County Regional Water Treatment Plant Staff mistakenly ordered two truckloads of the chemical from Allied Universal when the orders should have been placed with Brenntag. The Water Division Staff has confirmed that the chemicals were received and used, and the delivery was accepted as satisfactory. Per the modified pricing effective as of March 1st, 2024, the unit price per dry ton from Allied Universal is $782.60, and the orders placed by staff totaled $19,045.36. Had the orders been placed with Brenntag (the primary vendor) the price would have been $15,833.00 (based on unit price of $650.60) or $3,212.36 less. This difference represents 0.39% of the 2024 orders to date of $827,758.55. Staff is requesting an after-the-fact payment for Invoices I2933030 and I2933031 to the Allied Universal Corporation as the chemicals were ordered, delivered and used. Water Division Staff has initiated an additional review procedure prior to chemical orders being placed to prevent this situation from reoccurring. FISCAL IMPACT: Funding in the amount of $19,045.36 is available in County Water/Sewer District Operations Fund (4008), North County Regional Water Treatment Plant Cost Center (253221). GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this Executive Summary. 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 RECOMMENDATION: To approve an after-the-fact payment to Allied Universal Corporation in the amount of $19,045.36 for purchase of 50% sodium hydroxide for the North County Regional Water Treatment Plant, which was erroneously acquired from the tertiary vendor under Agreement No. 21-7921, “Countywide Chemicals” instead of the low bid primary vendor and deem the expenditure to have a valid public purpose. Prepared by: Christopher Todd, PUD Water Plant Manager, Water Division ATTACHMENT(S) 1. 2. After the Fact PUD Water Division - Allied Universal Corp - After the Fact Form 5-8-24 caustic order v3 MGCT (PDF) 2. 3. Invoices Allied Universal for ATF (PDF) 16.C.7 Packet Pg. 958 08/13/2024 3. 4. ALLIED CONTRACT B21-7921 (PDF) 4. 5. BidTabulationUpdatedEffective0312024_20240516124410.178_X (PDF) 16.C.7 Packet Pg. 959 08/13/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.C.7 Doc ID: 29610 Item Summary: Recommendation to approve an after-the-fact payment to Allied Universal Corporation in the amount of $19,045.36 for the purchase of 50% sodium hydroxide for the North County Regional Water Treatment Plant, which was mistakenly acquired from the tertiary vendor under Agreement No. 21-7921, “Countywide Chemicals” instead of the low bid primary vendor and deem the expenditures have a valid public purpose. Meeting Date: 08/13/2024 Prepared by: Title: Management Analyst II – County Manager's Office Name: Geoffrey Willig 08/07/2024 11:42 AM Submitted by: Title: Director - Facilities Maangement – County Manager's Office Name: Ed Finn 08/07/2024 11:42 AM Approved By: Review: Public Utilities Operations Support Joseph Bellone PUD Reviewer Completed 08/07/2024 11:46 AM Procurement Services Sarah Hamilton Procurement Director Review Completed 08/07/2024 11:59 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 08/07/2024 12:05 PM Office of Management and Budget Christopher Johnson OMB Reviewer Completed 08/07/2024 12:33 PM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 08/07/2024 12:44 PM Board of County Commissioners Geoffrey Willig Meeting Pending 08/13/2024 9:00 AM 16.C.7 Packet Pg. 960 Instructions After the Fact Form As per section 21 of the Procurement Manual, all purchases shall be consistent and in compliance with the Procurement Ordinance (2017-08). Should work be authorized or purchases made that is inconsistent with County policy, procedure, or contract terms, an After-the-Fact Procurement Form is required. This includes purchases made in advance of a Purchase Order, when a Purchase Order is required to authorize such activity, and purchases made under an expired contract, or for goods and services not covered by the current contract or purchase order. All such “After the Fact Procurements” will be reported to the County Manager. Requester Name: Division: Division Director: Vendor Name: Amount: Contract #: Purchase Order: Why is this deemed a non-compliant purchase? Choose one. Contract Ordinance Manual P-Card Other Details of Purchase: Explain the circumstances behind this purchase. Action Required: What are you asking to be done to remedy the situation, include list of invoices if applicable? Corrective/Preventive Action: What action is being taken to prevent this violation from re-occurring? The requestor affirms that to the best of their knowledge the information provided in this document is true. Requested by: Signature: Date: Division Director: Signature: Date: Department Head: Signature: Date: Revision#1: February 2024 16.C.7.a Packet Pg. 961 Attachment: 2. After the Fact PUD Water Division - Allied Universal Corp - After the Fact Form 5-8-24 caustic order v3 MGCT (29610 : after the 16.C.7.b Packet Pg. 962 Attachment: 3. Invoices Allied Universal for ATF (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.b Packet Pg. 963 Attachment: 3. Invoices Allied Universal for ATF (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 964 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 965 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 966 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 967 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 968 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 969 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 970 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 971 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 972 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 973 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 974 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 975 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 976 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 977 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 978 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 979 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 980 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 981 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 982 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 983 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 984 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 985 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) 16.C.7.c Packet Pg. 986 Attachment: 4. ALLIED CONTRACT B21-7921 (29610 : after the fact payment to Allied Universal Corporation) Item Product Description Unit of Measure Rank Vendor Cost 1 W-1 Ammonia lbs Primary Airgas Specialty $1.3800 1 W-1 Ammonia lbs Secondary Tanner Industries No Bid 1 W-1 Ammonia lbs Tertiary No Bid - 2 W-2 Carbon Dioxide ton Primary Matheson $356.2000 2 W-2 Carbon Dioxide ton Secondary No Bid - 2 W-2 Carbon Dioxide ton Tertiary No Bid - 3 W-3 Chlorine lbs Primary Allied Universal $0.8195 3 W-3 Chlorine lbs Secondary Brenntag $0.8945 3 W-3 Chlorine lbs Tertiary No Bid - 4 W-4 Corrosion Inhibitor (ortho-polyphosphate) 80-20 lbs Primary Chemrite $0.7590 4 W-4 Corrosion Inhibitor (ortho-polyphosphate) 80-20 lbs Secondary Carus $0.7600 4 W-4 Corrosion Inhibitor (ortho-polyphosphate) 80-20 lbs Tertiary American Water $1.0800 5 W-5 Fluoride (Sodium Fluorsilicate)lbs Primary Chemrite $1.8300 5 W-5 Fluoride (Sodium Fluorsilicate)lbs Secondary No Bid 5 W-5 Fluoride (Sodium Fluorsilicate)lbs Tertiary No Bid 6 W-6 Lime lbs Primary No Bid 6 W-6 Lime lbs Secondary No Bid 6 W-6 Lime lbs Tertiary No Bid 7 W-7 Liquid PO4 lbs Primary Chemrite $1.0890 7 W-7 Liquid PO4 lbs Secondary Carus $1.2000 7 W-7 Liquid PO4 lbs Tertiary No Bid 8 W-8 Muriatic Acid lbs Primary Harcos $0.3350 8 W-8 Muriatic Acid lbs Secondary Allied Universal $0.3480 8 W-8 Muriatic Acid lbs Tertiary No Bid 9 W-9 Scale Inhibitor lbs Primary American Water $1.2400 9 W-9 Scale Inhibitor lbs Secondary No Bid - 9 W-9 Scale Inhibitor lbs Tertiary No Bid - 10 W-10 Sludge Polymer lbs Primary Polydyne $2.3000 10 W-10 Sludge Polymer lbs Secondary No Bid - 10 W-10 Sludge Polymer lbs Tertiary No Bid - 11 W-11 50% Sodium Hydroxide dry ton Primary Brenntag $650.60 11 W-11 50% Sodium Hydroxide dry ton Secondary Harcos $769.00 11 W-11 50% Sodium Hydroxide dry ton Tertiary Allied Universal $782.60 12 W-12 Sulfuric Acid lbs Primary Shrieve Chemical $0.09100 12 W-12 Sulfuric Acid lbs Secondary SATCO $0.09500 12 W-12 Sulfuric Acid lbs Tertiary No Bid 13 W-13 Polymer lbs Primary Polydyne $2.3000 13 W-13 Polymer lbs Secondary No Bid - 13 W-13 Polymer lbs Tertiary No Bid 14 WW-1 Emulsion Polymer lbs Primary Polydyne $1.8500 14 WW-1 Emulsion Polymer lbs Secondary No Bid - 14 WW-1 Emulsion Polymer lbs Tertiary No Bid 15 WW-3 25% Sodium Hydroxide Solution gal Primary Harcos $1.5500 15 WW-3 25% Sodium Hydroxide Solution gal Secondary Allied Universal $1.7900 15 WW-3 25% Sodium Hydroxide Solution gal Tertiary Odyssey $1.9500 16 W/WW-1 Calcium Hypochlorite lbs Primary Brenntag $1.9310 16 W/WW-1 Calcium Hypochlorite lbs Secondary Chemrite $1.9400 16 W/WW-1 Calcium Hypochlorite lbs Tertiary Harcos $2.3900 17 W/WW-2 Sodium Hypochlorite gal Primary Allied Universal $1.4900 17 W/WW-2 Sodium Hypochlorite gal Secondary Odyssey $1.5500 17 W/WW-2 Sodium Hypochlorite gal Tertiary No Bid 18 PR-2 Sodium Bicarbonate lbs Primary Brenntag $0.4687 18 PR-2 Sodium Bicarbonate lbs Secondary Harcros $0.5000 18 PR-2 Sodium Bicarbonate lbs Tertiary No Bid 19 PR-3 Muriatic Acid gal Primary Harcros $3.2200 19 PR-3 Muriatic Acid gal Secondary Brenntag $3.4900 19 PR-3 Muriatic Acid gal Tertiary Odyssey $7.9500 20 PR-5 Calcium Chloride lbs Primary Harcros $0.4900 20 PR-5 Calcium Chloride lbs Secondary Brenntag $0.5600 20 PR-5 Calcium Chloride lbs Tertiary No Bid 21 PR-6 Cal-Hypo (100% Chlorine)lbs Primary Brenntag $1.9310 21 PR-6 Cal-Hypo (100% Chlorine)lbs Secondary Chemrite $1.9400 21 PR-6 Cal-Hypo (100% Chlorine)lbs Tertiary Harcros $2.3900 22 PR-8 Soda Ash lbs Primary Brenntag $0.4700 22 PR-8 Soda Ash lbs Secondary No Bid 22 PR-8 Soda Ash lbs Tertiary No Bid 23 PR-9 Chlorine Tablets lbs Primary Brenntag $3.0000 23 PR-9 Chlorine Tablets lbs Secondary No Bid 23 PR-9 Chlorine Tablets lbs Tertiary No Bid 21-7921 Countywide Chemicals effective March 1, 2024 16.C.7.d Packet Pg. 987 Attachment: 5. BidTabulationUpdatedEffective0312024_20240516124410.178_X (29610 : after the fact payment to Allied Universal Corporation)