Agenda 08/27/2024 Item #16C 4 (Agreement No. 24-036-NS with Fluid Control Specialties, LLC (“FCS”))08/27/2024
EXECUTIVE SUMMARY
Recommendation to approve Agreement No. 24-036-NS with Fluid Control Specialties, LLC (“FCS”), and
authorize expenditures from FCS as a single source provider of standardized specialized proprietary
equipment and services with an estimated $250,000 annual spending on Rotork Controls, Inc.,
products/services, and an estimated $100,000 annual spending on Rosemount Inc., measurement and
analytical products/services for a five-year period, and authorize the Chairman to sign the attached
Agreement.
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: On September 26, 2023 (Agenda Item 16.C), the Board approved a group of exemption
from the competitive process waivers, including one for FCS for Fiscal Year 2024 only, with direction that Staff
seek formal agreements with the various venders. Subject to Board approval, this Agenda item will establish the
negotiated Agreement with FCS.
The County has invested over one million dollars on Rosemount Inc. (“Rosemount”) and Rotork Controls, Inc.
(“Rotork”) equipment. Rotork valve actuators are connected to the Collier County Supervisory Control and Data
Acquisition System. The Rotork actuators provide protection for equipment that may be located where the
surrounding atmosphere may produce an explosive gas or dust mixture are located in an area of potential flooding.
Those devices are highly technical, requiring investment in infrastructure, systems, spare parts, and training.
The Rosemount equipment, which includes Rosemount Analytical, Emerson, AMS TREX, and Micromotion
products, services and Equipment, is used to measure pressure, flow, temperature, and liquid levels in the treatment
and distribution of water, wastewater, and reclaimed water.
The County has been procuring the Rotork and Rosemount equipment/services through FCS for over twenty years
through prior Board approved Waivers. Further, on July 10, 2018 (Agenda Item 17.D and 17.E), the Board
approved 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 includes these specialized proprietary Rotork and Rosemount
equipment and services from FCS.
In accordance with Section Eleven, Subparagraph 11, of the Collier County Procurement Ordinance 2017 -08, as
amended, staff requests that the Board find that it is in the best interest of the County to purchase Rotork valve
actuators, replacement parts and repair services and Rosemount analytical measurement equipment and services
from Rosemount to meet the Water and Wastewater operational needs on a single source basis from FCS, and that
the Board approve attached Agreement No. 24-036-NS with Fluid Controls Specialties, LLC.
Procurement Services Division posted a public notice of the County’s intent to designate Fluid Control Specialties
as a single source to the vendor community through OpenGov for seven days and did not receive any responses.
FISCAL IMPACT: Funds are available in the Collier County Water-Sewer District Operating Fund (4008) and
the Wastewater User Fee Fund (4014). As the utility system ages, the quantity of materials purchased will vary
depending on the actual repair/replacement needs.
GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan standards to
ensure the adequacy and availability of viable public facilities.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for
16.C.4
Packet Pg. 1073
08/27/2024
Board approval. -SRT
RECOMMENDATION: To approve Agreement No. 24-036-NS with Fluid Control Specialties, LLC and
authorize expenditures from FCS as a single source provider of standardized specialized proprietary equipment and
services with an estimated $250,000 annual spending on Rotork Controls, Inc., products/services, and $100,000
estimated spending in Rosemount Inc., measurement and analytical products/services for a five -year period, and
authorize the Chairman to sign the attached Agreement.
Prepared By: Robert VonHolle, Wastewater Division Director
ATTACHMENT(S)
1. 24-036-NS Insurance_Fluid (PDF)
2. 24-036-NS VendorSigned_Fluid Control (PDF)
3. 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (PDF)
4. 25-019-WV_Waiver_REVISED 8.2.2024 (PDF)
5. IT approval for Software-Tecnology (PDF)
16.C.4
Packet Pg. 1074
08/27/2024
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.4
Doc ID: 29626
Item Summary: Recommendation to approve Agreement No. 24-036-NS with Fluid Control Specialties, LLC
(“FCS”), and authorize expenditures from FCS as a single source provider of standardized specialized proprietary
equipment and services with an estimated $250,000 annual spending on Rotork Controls, Inc., products/services,
and $100,000 estimated spending on Rosemount Inc., measurement and analytical products/services for a five-year
period, and authorize the Chairman to sign the attached Agreement.
Meeting Date: 08/27/2024
Prepared by:
Title: – Public Utilities Operations Support
Name: Vincent Dominach
08/07/2024 3:47 PM
Submitted by:
Title: Division Director - Wastewater – Wastewater
Name: Robert Von Holle
08/07/2024 3:47 PM
Approved By:
Review:
Public Utilities Operations Support Donna Deeter PUD Reviewer Completed 08/07/2024 3:52 PM
Public Utilities Department Vincent Dominach Level 1 Department Review Completed 08/08/2024 9:45 AM
Procurement Services Vanessa Miguel Level 1 Purchasing Gatekeeper Completed 08/09/2024 4:43 PM
Engineering and Project Management Matthew McLean PUD Reviewer Completed 08/09/2024 5:19 PM
Public Utilities Operations Support Joseph Bellone PUD Reviewer Completed 08/12/2024 9:08 AM
Water Howard Brogdon PUD Reviewer Completed 08/12/2024 11:17 AM
Wastewater Robert Von Holle PUD Reviewer Completed 08/12/2024 2:24 PM
Public Utilities Operations Support Katrina Lin PUD Reviewer Completed 08/13/2024 10:13 AM
Procurement Services Megan Speerschneider Other Reviewer Completed 08/13/2024 3:02 PM
Procurement Services Deidra DeLaCruz Other Reviewer Completed 08/13/2024 3:31 PM
Procurement Services Sandra Srnka Procurement Director Review Completed 08/14/2024 7:45 PM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 08/15/2024 2:31 PM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 08/15/2024 2:33 PM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 08/16/2024 9:18 AM
Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 08/19/2024 12:08 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 08/20/2024 7:51 AM
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 08/21/2024 12:34 PM
Board of County Commissioners Geoffrey Willig Meeting Pending 08/27/2024 9:00 AM
16.C.4
Packet Pg. 1075
16.C.4.a
Packet Pg. 1076 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.a
Packet Pg. 1077 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1078 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1079 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1080 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.a
Packet Pg. 1081 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1082 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1083 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1084 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1085 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1086 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
30
ANY PERSON OR ORGANIZATION TO WHOM YOU HAVE AGREED IN A
WRITTEN CONTRACT THAT NOTICE OF CANCELLATION OF THIS
POLICY WILL BE GIVEN, BUT ONLY IF:
1. YOU SEND US A WRITTEN REQUEST TO
PROVIDE SUCH NOTICE, INCLUDING THE
NAME AND ADDRESS OF SUCH PERSON OR
ORGANIZATION, AFTER THE FIRST NAMED
INSURED RECEIVES NOTICE FROM US OF
THE CANCELLATION OF THIS POLICY; AND
2. WE RECEIVE SUCH WRITTEN REQUEST AT
LEAST 14 DAYS BEFORE THE BEGINNING OF
THE APPLICABLE NUMBER OF DAYS SHOWN
IN THIS SCHEDULE.
THE ADDRESS FOR THAT PERSON OR ORGANIZ-
ATION INCLUDED IN SUCH WRITTEN REQUEST
FROM YOU TO US.
16.C.4.a
Packet Pg. 1087 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1088 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1089 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1090 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1091 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1092 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1093 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1094 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1095 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1096 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
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Packet Pg. 1097 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.a
Packet Pg. 1098 Attachment: 24-036-NS Insurance_Fluid (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1099Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1100Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1101Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1102Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1103Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1104Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1105Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1106Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1107Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1108Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1109Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1110Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1111Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1112Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.b
Packet Pg. 1113 Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1114Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1115Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1116Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1117Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.bPacket Pg. 1118Attachment: 24-036-NS VendorSigned_Fluid Control (29626 : 24-036-NS Fluid Control Specialties LLC)
WAIVER REQUEST FORM
/ŶƐƚƌƵĐƟŽŶƐ: The Procurement Ordinance, 17-Ϭϴ͕ ĂƐ ĂŵĞŶĚĞĚ͕^ĞĐƟŽŶ ůĞǀĞŶ͕ WƌŽĐƵƌĞŵĞŶƚ DĞƚŚŽĚƐ, ĚĞĮŶĞƐ ƐŝŶŐůĞ
ĂŶĚƐŽůĞƐŽƵƌĐĞ͘CŽŵƉůĞƚĞƚŚŝƐĨŽƌŵĨŽƌƉƵƌĐŚĂƐĞƐŐƌĞĂƚĞƌƚŚĂŶΨϯ͕ϬϬϬĂŶĚƉƌŽǀŝĚĞƚŚĞƐƵƉƉŽƌƟŶŐĚŽĐƵŵĞŶƚĂƟŽŶƚŽ
ƚŚĞWƌŽĐƵƌĞŵĞŶƚ^ĞƌǀŝĐĞƐŝǀŝƐŝŽŶ͘tĂŝǀĞƌƌĞƋƵĞƐƚƐŐƌĞĂƚĞƌƚŚĂŶΨϱϬ͕ϬϬϬǁŝůůƌĞƋƵŝƌĞĂƉƉƌŽǀĂůďLJƚŚĞŽĂƌĚŽĨ
ŽƵŶƚLJŽŵŵŝƐƐŝŽŶĞƌƐ͘CŽŵƉůĞƚĞĂůůƐĞĐƟŽŶƐŽĨƚŚŝƐĨŽƌŵprior ƚŽƐƵďŵŝƫŶŐŝƚƚŽWƌŽĐƵƌĞŵĞŶƚ͘
ĞĮŶŝƟŽŶƐ͗
x ^ŝŶŐůĞƐŽƵƌĐĞ ƌĞĨĞƌƐƚŽĂƉƌŽĐƵƌĞŵĞŶƚĚŝƌĞĐƚĞĚƚŽŽŶĞƐŽƵƌĐĞďĞĐĂƵƐĞŽĨ ƐƚĂŶĚĂƌĚŝnjĂƟŽŶ͕ǁĂƌƌĂŶƚLJ͕ŽƌŽƚŚĞƌ
ĨĂĐƚŽƌƐ͕ĞǀĞŶƚŚŽƵŐŚŽƚŚĞƌĐŽŵƉĞƟƟǀĞƐŽƵƌĐĞƐŵĂLJďĞĂǀĂŝůĂďůĞ͘
x ^ŽůĞƐŽƵƌĐĞ ƌĞĨĞƌƐƚŽĂƉƌŽĐƵƌĞŵĞŶƚǁŚĞƌĞƚŚĞƐĞůĞĐƟŽŶŽĨŽŶĞƉĂƌƟĐƵůĂƌƐƵƉƉůŝĞƌƚŽƚŚĞĞdžĐůƵƐŝŽŶŽĨĂůůŽƚŚĞƌƐ
ŵĂLJďĞďĂƐĞĚŽŶĂůĂĐŬŽĨĐŽŵƉĞƟƟŽŶ͕ƉƌŽƉƌŝĞƚĂƌLJƚĞĐŚŶŽůŽŐLJ͕ĐŽƉLJƌŝŐŚƚ͕ǁĂƌƌĂŶƚLJ͕ŽƌĂƐƵƉƉůŝĞƌ͛ƐƵŶŝƋƵĞ
capaďŝůŝƚLJ͘
SECTION ONE
ZĞƋƵĞƐƚĞƌEĂŵĞ͗ ŝǀŝƐŝŽŶ͗
/ƚĞŵͬ^ĞƌǀŝĐĞ͗ sĞŶĚŽƌEĂŵĞ͗
SECTION TWO
,ŝƐƚŽƌŝĐĂůŽƵŶƚLJǁŝĚĞ
Spend:
ZĞƋƵĞƐƚĞĚĂƚĞZĂŶŐĞ͗ EŽƚƚŽ džĐĞĞĚŵŽƵŶƚ
WĞƌ&ŝƐĐĂůzĞĂƌ͗
Is ƚŚĞƌĞĂŶĂŐƌĞĞŵĞŶƚ
ĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚŚŝƐǁĂŝǀĞƌƚŽ
ďĞƌĞǀŝĞǁĞĚďLJŽŶƚƌĂĐƚƐ͍
zĞƐEŽ
SECTION THREE
YƵŽƚĞͬWƌŽƉŽƐĂů͗ zĞƐ EŽ
/ĨLJĞƐ͕ĂƩĂĐŚ͘
ŐƌĞĞŵĞŶƚͬdĞƌŵƐΘŽŶĚŝƟŽŶƐ͗ zĞƐ EŽ
/ĨLJĞƐ͕ĂƩĂĐŚ͘
SECTION FOUR
^ŽůĞ^ŽƵƌĐĞ ^ŝŶŐůĞ^ŽƵƌĐĞ One Time Purchase DƵůƟƉůĞWƵƌĐŚĂƐĞƐ
SECTION FIVE
ĞƐĐƌŝƉƟŽŶŽĨWƵƌĐŚĂƐĞ͘ ŶƚĞƌĂĚĞƐĐƌŝƉƟŽŶŽĨƚŚĞŝƚĞŵ;ƐͿƚŚĂƚǁŝůůďĞƉƵƌĐŚĂƐĞĚƵŶĚĞƌƚŚŝƐǁĂŝǀĞƌ͘
WƵƌƉŽƐĞ͘ĞƐĐƌŝďĞŝŶĚĞƚĂŝůƚŚĞƉƵďůŝĐƉƵƌƉŽƐĞŽĨƚŚĞƌĞƋƵĞƐƚĞĚŝƚĞŵ;ƐͿĂŶĚǁŚLJŝƚŝƐĞƐƐĞŶƟĂůƚŽŽƵŶƚLJŽƉĞƌĂƟŽŶƐ͘
WĂŐĞ ϭ ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
Rob Kaine PUD Wastewater
Valve actuators, parts, services Fluid Control Specialties, LLC (Rotork)
$ 1,307,762 FY25-FY29 $ 250,000
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.
Historical spend was compiled since FY 2006 and includes the purchases of Rosemount products which are being
authorized by a separate waiver request. County staff estimated that the historic spend for Rotork products is
approximately $970,000 and the remainder is for Rosemount products.
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 doub le-sealed
enclosure, non-intrusive infra-red commissioning, datalogging, and predictive maintenance capabilities. The actuator features p rovide
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 h ighest
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.4.c
Packet Pg. 1119 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞ2 ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
SECTION SIX
/ŶĨŽƌŵĂƟŽŶdĞĐŚŶŽůŽŐLJ͘^ĞůĞĐƚzĞƐŝĨƚŚĞƉƌŽĚƵĐƚƐͬƐĞƌǀŝĐĞƐĂƌĞƌĞůĂƚĞĚƚŽ/ŶĨŽƌŵĂƟŽŶdĞĐŚŶŽůŽŐLJ͘/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞ
WƵƌĐŚĂƐŝŶŐŽŵƉůŝĂŶĐĞŽĚĞ;WͿŶƵŵďĞƌŽƌĞŵĂŝůĂƉƉƌŽǀĂůĚŽĐƵŵĞŶƚĂƟŽŶ͘
zĞƐEŽ/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞWŶƵŵďĞƌ͗
SECTION SEVEN
:ƵƐƟĮĐĂƟŽŶ͘/ĚĞŶƟĨLJƚŚĞĐƌŝƚĞƌŝĂƚŚĂƚƋƵĂůŝĮĞƐƚŚŝƐƉƵƌĐŚĂƐĞĂƐĂƐŽůĞŽƌƐŝŶŐůĞƐŽƵƌĐĞ͘ŚĞĐŬĂůůƚŚĂƚĂƉƉůLJ;ŝĨa ďŽdžŝƐ
ĐŚĞĐŬĞĚ͕ŵĂŬĞƐƵƌĞƚŽƉƌŽǀŝĚĞĂŶĞdžƉůĂŶĂƟŽŶďĞůŽǁͿ͗
^ŽůĞ^ŽƵƌĐĞ
KŶůLJƵƚŚŽƌŝnjĞĚsĞŶĚŽƌŽƌŝƐƚƌŝďƵƚŽƌ͘/ƐƚŚŝƐǀĞŶĚŽƌƚŚĞŽŶůLJ ǀĞŶĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽƐĞůůƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞ͍
/ĨLJĞƐ͕ĞdžƉůĂŝŶďĞůŽǁĂŶĚƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶĨƌŽŵƚŚĞŵĂŶƵĨĂĐƚƵƌĞƌĐŽŶĮƌŵŝŶŐĐůĂŝŵƐŵĂĚĞďLJƚŚĞ
ĚŝƐƚƌŝďƵƚŽƌƐ͘
EŽŽŵƉĂƌĂďůĞWƌŽĚƵĐƚŽƌ^ĞƌǀŝĐĞ͘/ƐƚŚĞƌĞĂŶŽƚŚĞƌǀĞŶĚŽƌǁŚŽĐĂŶƉƌŽǀŝĚĞĂƐŝŵŝůĂƌƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞ͕
ƌĞŐĂƌĚůĞƐƐŽĨĐŽƐƚ͕ĐŽŶǀĞŶŝĞŶĐĞ͕ƟŵĞůŝŶĞƐƐ͕ĞƚĐ͍͘
WƌŽĚƵĐƚŽŵƉĂƟďŝůŝƚLJ͘ŽĞƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉƌŽǀŝĚĞĐŽŵƉĂƟďŝůŝƚLJǁŝƚŚĞdžŝƐƟŶŐĞƋƵŝƉŵĞŶƚƚŚĂƚƉƌŽŚŝďŝƚƐ
ƐǁŝƚĐŚŝŶŐƚŽĂŶŽƚŚĞƌĐŽŵƉĂƌĂďůĞďƌĂŶĚͬǀĞŶĚŽƌ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞĚĞƚĂŝůĞĚĞdžƉůĂŶĂƟŽŶďĞůŽǁ͕ŝŶĐůƵĚŝŶŐǁŚĂƚ
ǁŽƵůĚŽĐĐƵƌŝĨƚŚĞŽƚŚĞƌďƌĂŶĚͬǀĞŶĚŽƌǁĞƌĞƵƐĞĚ͘
WƌŽƉƌŝĞƚĂƌLJ͘/ƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉƌŽƉƌŝĞƚĂƌLJ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞĂĚĞƚĂŝůĞĚĞdžƉůĂŶĂƟŽŶďĞůŽǁŽŶŚŽǁŝƚƐƵƐĞŝƐ
ƌĞƐƚƌŝĐƚĞĚďLJƉĂƚĞŶƚ͕ĐŽƉLJƌŝŐŚƚ͕ŽƌŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁƐĂŶĚ ƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶǀĂůŝĚĂƟŶŐƚŚĂƚĐůĂŝŵ͘
^ŝŶŐůĞ^ŽƵƌĐĞ
^ƚĂŶĚĂƌĚŝnjĂƟŽŶ͘/ƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉĂƌƚŽĨĂƉƵƌĐŚĂƐĞƚŚĂƚƚŚĞŽƵŶƚLJŚĂƐĂůƌĞĂĚLJƐƚĂŶĚĂƌĚŝnjĞĚŽŶ͍/ĨLJĞƐ͕
ƉůĞĂƐĞƉƌŽǀŝĚĞĚĞƚĂŝůĞĚŝŶĨŽƌŵĂƟŽŶďĞůŽǁ͘
ĂƚĞŽĨ^ƚĂŶĚĂƌĚŝnjĂƟŽŶ͗ ŐĞŶĚĂ/ƚĞŵEƵŵďĞƌ͗
tĂƌƌĂŶƚLJ ͘/ƐƚŚŝƐƚŚĞŽŶůLJǀĞŶĚŽƌĂďůĞƚŽĐŽŵƉůĞƚĞĨĂĐƚŽƌLJ-ĂƵƚŚŽƌŝnjĞĚǁĂƌƌĂŶƚLJƐĞƌǀŝĐĞƐŽŶŽƵŶƚLJŽǁŶĞĚ
ĞƋƵŝƉŵĞŶƚ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞĚŽĐƵŵĞŶƚĂƟŽŶǀĞƌŝĨLJŝŶŐƚŚĞǁĂƌƌĂŶƚLJ͘
'ĞŽŐƌĂƉŚŝĐdĞƌƌŝƚŽƌLJ͘/ƐƚŚŝƐǀĞŶĚŽƌƚŚĞŽŶůLJǀĞŶĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽƐĞůůƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞŝŶŽƵƌƌĞŐŝŽŶ͍/Ĩ
LJĞƐ͕ƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶĨƌŽŵƚŚĞŵĂŶƵĨĂĐƚƵƌĞƌĐŽŶĮƌŵŝŶŐƚŚŽƐĞĐůĂŝŵƐ͘
KƚŚĞƌ&ĂĐƚŽƌƐ͘ŶLJŽƚŚĞƌƌĞĂƐŽŶŶŽƚůŝƐƚĞĚĂďŽǀĞ͘ džƉůĂŝŶďĞůŽǁ͘
džƉůĂŝŶ͘,ŽǁĚŽĞƐƚŚŝƐƉƵƌĐŚĂƐĞŵĞĞƚƚŚĞŝĚĞŶƟĮĞĚƐŽůĞŽƌƐŝŶŐůĞƐŽƵƌĐĞĐƌŝƚĞƌŝĂĐŚĞĐŬĞĚĂďŽǀĞ͍
✔
7/10/18 17D
✔
✔
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. 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.4.c
Packet Pg. 1120 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞϯ ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
,ŽǁǁĂƐƚŚĞĚĞĐŝƐŝŽŶŵĂĚĞƚŽƵƐĞƚŚŝƐǀĞŶĚŽƌ͍ ĞƐĐƌŝďĞŝŶĚĞƚĂŝůŝĨĂĨŽƌŵĂůƐƚĂŶĚĂƌĚŝnjĂƟŽŶƉƌŽĐĞƐƐǁĂƐƉĞƌĨŽƌŵĞĚ
ǀŝĂWƌŽĐƵƌĞŵĞŶƚŽƌŝĨƚŚĞƌĞŝƐĂŚŝƐƚŽƌŝĐĂůƉƌĞĐĞĚĞŶĐĞĞƐƚĂďůŝƐŚĞĚĨŽƌƚŚĞƵƐĞŽĨƚŚĞƉƌŽĚƵĐƚ͕ƉůĞĂƐĞĞdžƉůĂŝŶƉƵƌĐŚĂƐĞ͕
ĂŶĚƵƐĞŚŝƐƚŽƌLJĂŶĚƚŚĞĐƵƌƌĞŶƚůĞǀĞůŽĨŽƵŶƚLJŝŶǀĞƐƚŵĞŶƚŝŶƚŚĞƉƌŽĚƵĐƚ͘
džƉůĂŝŶǁŚLJŝƚŝƐŝŶƚŚĞŽƵŶƚLJ͛ƐďĞƐƚŝŶƚĞƌĞƐƚƚŽƵƐĞƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƌĂƚŚĞƌƚŚĂŶŝƐƐƵŝŶŐĂĐŽŵƉĞƟƟǀĞƐŽůŝĐŝƚĂƟŽŶ͘
tŚĂƚĂƌĞƚŚĞďĞŶĞĮƚƐĨƌŽŵƚŚĞĐŽŶƟŶƵĞĚƵƐĞ͍ƌĞƚŚĞƌĞĐŽƐƚƐƚŚĂƚǁŽƵůĚďĞŝŶĐƵƌƌĞĚŝĨĂĚŝīĞƌĞŶƚǀĞŶĚŽƌͬƉƌŽĚƵĐƚ
ǁĂƐƵƐĞĚ͍tŚĂƚǁŽƵůĚŽĐĐƵƌŝĨĂŶŽƚŚĞƌďƌĂŶĚͬǀĞŶĚŽƌǁĂƐƵƐĞĚ͍
džƉůĂŝŶŚŽǁƚŚĞƉƌŝĐŝŶŐĐŽŵƉĂƌĞƐƚŽŽƚŚĞƌǀĞŶĚŽƌƐͬƉƌŽĚƵĐƚƐĂŶĚŝƐŝƚĐŽŶƐŝĚĞƌĞĚƚŽďĞĨĂŝƌĂŶĚƌĞĂƐŽŶĂďůĞ͘ WƌŽǀŝĚĞ
ŝŶĨŽƌŵĂƟŽŶŽĨŚŝƐƚŽƌŝĐĂůƵƐĞĂŶĚǁŚĞƚŚĞƌƉƌŝĐŝŶŐŚĂƐŝŶĐƌĞĂƐĞĚͬĚĞĐƌĞĂƐĞĚ͘/ĨƐŽůĞƐŽƵƌĐĞĂŶĚŶŽŽƚŚĞƌƉƌŽĚƵĐƚŝƐ
ĂǀĂŝůĂďůĞ͕ƉƌŽǀŝĚĞƚŚĞĐŽƐƚĨŽƌĂĚĚƌĞƐƐŝŶŐƚŚĞŶĞĞĚƐǀŝĂĂŶĂůƚĞƌŶĂƚĞĂƉƉƌŽĂĐŚ͘
tŝůůƚŚŝƐƉƵƌĐŚĂƐĞŽďůŝŐĂƚĞƚŚĞŽƵŶƚLJƚŽĨƵƚƵƌĞĂŶĐŝůůĂƌLJƉƌŽĚƵĐƚƐŽƌƐĞƌǀŝĐĞƐ, eŝƚŚĞƌŝŶƚĞƌŵƐŽĨŵĂŝŶƚĞŶĂŶĐĞŽƌ
ƐƚĂŶĚĂƌĚŝnjĂƟŽŶ͍ /ĨLJĞƐ͕ĞdžƉůĂŝŶǁŚĂƚƚLJƉĞƐ͘
zĞƐEŽ
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 FY 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.
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 FY 2006.
Replacement parts, equipment, maintenance items, and services.
16.C.4.c
Packet Pg. 1121 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞ4 ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
DĂƌŬĞƚƌĞƐĞĂƌĐŚĂŶĚŵĂƌŬĞƚĂůƚĞƌŶĂƟǀĞƐ͘ tŚĞŶǁĂƐƚŚĞůĂƐƚƟŵĞĂŵĂƌŬĞƚĞǀĂůƵĂƟŽŶǁĂƐƉĞƌĨŽƌŵĞĚƚŽĚĞƚĞƌŵŝŶĞŝĨ
ĞŝƚŚĞƌƚŚĞƚĞĐŚŶŽůŽŐLJŽƌǀĞŶĚŽƌŽīĞƌŝŶŐƐŚĂǀĞĐŚĂŶŐĞĚ͍ĂƐĞĚŽŶƚŚĞůŝĨĞĞdžƉĞĐƚĂŶĐLJŽĨƚŚĞƉƌŽĚƵĐƚ͕ǁŚĞŶĚŽLJŽƵ
ĂŶƟĐŝƉĂƚĞĞǀĂůƵĂƟŶŐƚŚĞŵĂƌŬĞƚĂŐĂŝŶ͍ƩĂĐŚĂĚĞƚĂŝůĞĚŵĂƌŬĞƚĞǀĂůƵĂƟŽŶƌĞƉŽƌƚ ŝĨthe cŽŵƉůĞdžŝƚLJ͕ĚƵƌĂƟŽŶ͕ĂŶĚĚŽůůĂƌ
ĂŵŽƵŶƚŽĨƚŚĞƉƵƌĐŚĂƐĞǁŝůůďĞĂ ŚŝŐŚƌŝƐŬƚŽƚŚĞŽƵŶƚLJ͘
/ƚŝƐĂĨĞůŽŶLJƚŽŬŶŽǁŝŶŐůLJĐŝƌĐƵŵǀĞŶƚĂĐŽŵƉĞƟƟǀĞƉƌŽĐĞƐƐĨŽƌĐŽŵŵŽĚŝƟĞƐŽƌƐĞƌǀŝĐĞƐďLJĨƌĂƵĚƵůĞŶƚůLJƐƉĞĐŝĨLJŝŶŐ
ƐŽůĞƐŽƵƌĐĞ͘&ůŽƌŝĚĂ^ƚĂƚƵƚĞϴϯϴ͘ϮϮ;ϮͿ͘
SECTION EIGHT
ZĞƋƵĞƐƚĞĚďLJ͗ ^ŝŐŶĂƚƵƌĞ͗
ŝǀŝƐŝŽŶŝƌĞĐƚŽƌ͗ ^ŝŐŶĂƚƵƌĞ͗
ĞƉĂƌƚŵĞŶƚ,ĞĂĚ;ZĞƋƵŝƌĞĚŝĨŽǀĞƌΨϱϬ͕ϬϬϬͿ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚ^ƚƌĂƚĞŐŝƐƚ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚŝƌĞĐƚŽƌ;ŽƌĚĞƐŝŐŶĞĞͿ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚhƐĞKŶůLJ
ĂƚĞĚǀĞƌƟƐĞĚ͗
ĂƚĞŽĨZĞĐŽŵŵĞŶĚŝŶŐ
ĞƐŝŐŶĂƟŽŶ:
ĂƚĞŽĨĞƐŝŐŶĂƟŽŶ
ĞŶŝĞĚ͗
ƉƉƌŽǀĞĚ&Žƌ͗
^ƚĂƌƚĂƚĞ͗
ŶĚĂƚĞ͗
ƉƉƌŽǀĞĚďLJŽĂƌĚ͗
ĂƚĞ͗
ŐĞŶĚĂη͗
ŽŶƚƌĂĐƚη͗
ŽŶƚƌĂĐƚEŽƚƉƉůŝĐĂďůĞ
džĞŵƉƟŽŶη͗
The performance and reliability of this equipment has been at or above industry standards. 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).
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.
Robert Kaine
Robert VonHolle
George Yilmaz, Ph.D., PE
Brooke Roxberry
Robert Kaine Digitally signed by Robert Kaine
Date: 2024.07.22 13:58:48 -04'00'
Robert VonHolle Digitally signed by Robert VonHolle
Date: 2024.07.22 15:55:03 -04'00'
YilmazGeorge Digitally signed by YilmazGeorge
Date: 2024.07.24 12:11:20 -04'00'
RoxberryBrooke Digitally signed by RoxberryBrooke
Date: 2024.07.24 14:42:14 -04'00'
4/12/24
4/22/24
FY25-FY29
10/1/24
9/30/29
24-036-NS-WV
25-015-WV
16.C.4.c
Packet Pg. 1122 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.c
Packet Pg. 1123 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
Notice of Recommended Designate of Sole/Single Source
Notice of Intent Name Fluid Controls Specialties
Posting Date 4/12/24
Due Date 4/19/24
Recommendation
Manufacturer Name Fluid Controls Specialties
Vendor/Provider Name Fluid Controls Specialties
Approved Signatures
Project Manager:
Procurement Strategist:
Procurement Services Director:
16.C.4.c
Packet Pg. 1124 Attachment: 25-015-WV_Waiver_REVISED_Rotork_8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
WAIVER REQUEST FORM
/ŶƐƚƌƵĐƟŽŶƐ: The Procurement Ordinance, 17-Ϭϴ͕ ĂƐ ĂŵĞŶĚĞĚ͕^ĞĐƟŽŶ ůĞǀĞŶ͕ WƌŽĐƵƌĞŵĞŶƚ DĞƚŚŽĚƐ, ĚĞĮŶĞƐ ƐŝŶŐůĞ
ĂŶĚƐŽůĞƐŽƵƌĐĞ͘CŽŵƉůĞƚĞƚŚŝƐĨŽƌŵĨŽƌƉƵƌĐŚĂƐĞƐŐƌĞĂƚĞƌƚŚĂŶΨϯ͕ϬϬϬĂŶĚƉƌŽǀŝĚĞƚŚĞƐƵƉƉŽƌƟŶŐĚŽĐƵŵĞŶƚĂƟŽŶƚŽ
ƚŚĞWƌŽĐƵƌĞŵĞŶƚ^ĞƌǀŝĐĞƐŝǀŝƐŝŽŶ͘tĂŝǀĞƌƌĞƋƵĞƐƚƐŐƌĞĂƚĞƌƚŚĂŶΨϱϬ͕ϬϬϬǁŝůůƌĞƋƵŝƌĞĂƉƉƌŽǀĂůďLJƚŚĞŽĂƌĚŽĨ
ŽƵŶƚLJŽŵŵŝƐƐŝŽŶĞƌƐ͘CŽŵƉůĞƚĞĂůůƐĞĐƟŽŶƐŽĨƚŚŝƐĨŽƌŵprior ƚŽƐƵďŵŝƫŶŐŝƚƚŽWƌŽĐƵƌĞŵĞŶƚ͘
ĞĮŶŝƟŽŶƐ͗
x ^ŝŶŐůĞƐŽƵƌĐĞ ƌĞĨĞƌƐƚŽĂƉƌŽĐƵƌĞŵĞŶƚĚŝƌĞĐƚĞĚƚŽŽŶĞƐŽƵƌĐĞďĞĐĂƵƐĞŽĨ ƐƚĂŶĚĂƌĚŝnjĂƟŽŶ͕ǁĂƌƌĂŶƚLJ͕ŽƌŽƚŚĞƌ
ĨĂĐƚŽƌƐ͕ĞǀĞŶƚŚŽƵŐŚŽƚŚĞƌĐŽŵƉĞƟƟǀĞƐŽƵƌĐĞƐŵĂLJďĞĂǀĂŝůĂďůĞ͘
x ^ŽůĞƐŽƵƌĐĞ ƌĞĨĞƌƐƚŽĂƉƌŽĐƵƌĞŵĞŶƚǁŚĞƌĞƚŚĞƐĞůĞĐƟŽŶŽĨŽŶĞƉĂƌƟĐƵůĂƌƐƵƉƉůŝĞƌƚŽƚŚĞĞdžĐůƵƐŝŽŶŽĨĂůůŽƚŚĞƌƐ
ŵĂLJďĞďĂƐĞĚŽŶĂůĂĐŬŽĨĐŽŵƉĞƟƟŽŶ͕ƉƌŽƉƌŝĞƚĂƌLJƚĞĐŚŶŽůŽŐLJ͕ĐŽƉLJƌŝŐŚƚ͕ǁĂƌƌĂŶƚLJ͕ŽƌĂƐƵƉƉůŝĞƌ͛ƐƵŶŝƋƵĞ
capaďŝůŝƚLJ͘
SECTION ONE
ZĞƋƵĞƐƚĞƌEĂŵĞ͗ ŝǀŝƐŝŽŶ͗
/ƚĞŵͬ^ĞƌǀŝĐĞ͗ sĞŶĚŽƌEĂŵĞ͗
SECTION TWO
,ŝƐƚŽƌŝĐĂůŽƵŶƚLJǁŝĚĞ
Spend:
ZĞƋƵĞƐƚĞĚĂƚĞZĂŶŐĞ͗ EŽƚƚŽ džĐĞĞĚŵŽƵŶƚ
WĞƌ&ŝƐĐĂůzĞĂƌ͗
Is ƚŚĞƌĞĂŶĂŐƌĞĞŵĞŶƚ
ĂƐƐŽĐŝĂƚĞĚǁŝƚŚƚŚŝƐǁĂŝǀĞƌƚŽ
ďĞƌĞǀŝĞǁĞĚďLJŽŶƚƌĂĐƚƐ͍
zĞƐEŽ
SECTION THREE
YƵŽƚĞͬWƌŽƉŽƐĂů͗ zĞƐ EŽ
/ĨLJĞƐ͕ĂƩĂĐŚ͘
ŐƌĞĞŵĞŶƚͬdĞƌŵƐΘŽŶĚŝƟŽŶƐ͗ zĞƐ EŽ
/ĨLJĞƐ͕ĂƩĂĐŚ͘
SECTION FOUR
^ŽůĞ^ŽƵƌĐĞ ^ŝŶŐůĞ^ŽƵƌĐĞ One Time Purchase DƵůƟƉůĞWƵƌĐŚĂƐĞƐ
SECTION FIVE
ĞƐĐƌŝƉƟŽŶŽĨWƵƌĐŚĂƐĞ͘ ŶƚĞƌĂĚĞƐĐƌŝƉƟŽŶŽĨƚŚĞŝƚĞŵ;ƐͿƚŚĂƚǁŝůůďĞƉƵƌĐŚĂƐĞĚƵŶĚĞƌƚŚŝƐǁĂŝǀĞƌ͘
WƵƌƉŽƐĞ͘ĞƐĐƌŝďĞŝŶĚĞƚĂŝůƚŚĞƉƵďůŝĐƉƵƌƉŽƐĞŽĨƚŚĞƌĞƋƵĞƐƚĞĚŝƚĞŵ;ƐͿĂŶĚǁŚLJŝƚŝƐĞƐƐĞŶƟĂůƚŽŽƵŶƚLJŽƉĞƌĂƟŽŶƐ͘
WĂŐĞ ϭ ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
Rob Kaine PUD Wastewater
Replacement parts, maintenance, equip. Fluid Control Specialties LLC (Rosemount)
$ 1,307,762 FY25-FY29 $ 100,000
Rosemount, Rosemount Analytical, Emerson, AMS TREX and Micromotion products are manufactures of
equipment that measures pressure, flow, temperature and liquid level. These are all used in the treatment
and distribution of water, wastewater and reclaimed water.
The total historic spend since FY 2006 for Fluid Control Specialties, LLC is approximately $1,300,000 and County staff
estimated that the historic spend for Rotork products is approximately $970,000 and the remainder is for
Rosemount/Emerson products.
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 Emerson Rosemount Analytical,
AMS TREX and Micromotion products are installed throughout the Water, Wastewater, and IQ distribution
systems. 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 Emerson
Rosemount equipment is used to control the amount of antiscalant and sulfuric acid needed to pre-treat the
water and protect the membrane.
16.C.4.d
Packet Pg. 1125 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞ2 ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
SECTION SIX
/ŶĨŽƌŵĂƟŽŶdĞĐŚŶŽůŽŐLJ͘^ĞůĞĐƚzĞƐŝĨƚŚĞƉƌŽĚƵĐƚƐͬƐĞƌǀŝĐĞƐĂƌĞƌĞůĂƚĞĚƚŽ/ŶĨŽƌŵĂƟŽŶdĞĐŚŶŽůŽŐLJ͘/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞ
WƵƌĐŚĂƐŝŶŐŽŵƉůŝĂŶĐĞŽĚĞ;WͿŶƵŵďĞƌŽƌĞŵĂŝůĂƉƉƌŽǀĂůĚŽĐƵŵĞŶƚĂƟŽŶ͘
zĞƐEŽ/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞWŶƵŵďĞƌ͗
SECTION SEVEN
:ƵƐƟĮĐĂƟŽŶ͘/ĚĞŶƟĨLJƚŚĞĐƌŝƚĞƌŝĂƚŚĂƚƋƵĂůŝĮĞƐƚŚŝƐƉƵƌĐŚĂƐĞĂƐĂƐŽůĞŽƌƐŝŶŐůĞƐŽƵƌĐĞ͘ŚĞĐŬĂůůƚŚĂƚĂƉƉůLJ;ŝĨa ďŽdžŝƐ
ĐŚĞĐŬĞĚ͕ŵĂŬĞƐƵƌĞƚŽƉƌŽǀŝĚĞĂŶĞdžƉůĂŶĂƟŽŶďĞůŽǁͿ͗
^ŽůĞ^ŽƵƌĐĞ
KŶůLJƵƚŚŽƌŝnjĞĚsĞŶĚŽƌŽƌŝƐƚƌŝďƵƚŽƌ͘/ƐƚŚŝƐǀĞŶĚŽƌƚŚĞŽŶůLJ ǀĞŶĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽƐĞůůƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞ͍
/ĨLJĞƐ͕ĞdžƉůĂŝŶďĞůŽǁĂŶĚƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶĨƌŽŵƚŚĞŵĂŶƵĨĂĐƚƵƌĞƌĐŽŶĮƌŵŝŶŐĐůĂŝŵƐŵĂĚĞďLJƚŚĞ
ĚŝƐƚƌŝďƵƚŽƌƐ͘
EŽŽŵƉĂƌĂďůĞWƌŽĚƵĐƚŽƌ^ĞƌǀŝĐĞ͘/ƐƚŚĞƌĞĂŶŽƚŚĞƌǀĞŶĚŽƌǁŚŽĐĂŶƉƌŽǀŝĚĞĂƐŝŵŝůĂƌƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞ͕
ƌĞŐĂƌĚůĞƐƐŽĨĐŽƐƚ͕ĐŽŶǀĞŶŝĞŶĐĞ͕ƟŵĞůŝŶĞƐƐ͕ĞƚĐ͍͘
WƌŽĚƵĐƚŽŵƉĂƟďŝůŝƚLJ͘ŽĞƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉƌŽǀŝĚĞĐŽŵƉĂƟďŝůŝƚLJǁŝƚŚĞdžŝƐƟŶŐĞƋƵŝƉŵĞŶƚƚŚĂƚƉƌŽŚŝďŝƚƐ
ƐǁŝƚĐŚŝŶŐƚŽĂŶŽƚŚĞƌĐŽŵƉĂƌĂďůĞďƌĂŶĚͬǀĞŶĚŽƌ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞĚĞƚĂŝůĞĚĞdžƉůĂŶĂƟŽŶďĞůŽǁ͕ŝŶĐůƵĚŝŶŐǁŚĂƚ
ǁŽƵůĚŽĐĐƵƌŝĨƚŚĞŽƚŚĞƌďƌĂŶĚͬǀĞŶĚŽƌǁĞƌĞƵƐĞĚ͘
WƌŽƉƌŝĞƚĂƌLJ͘/ƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉƌŽƉƌŝĞƚĂƌLJ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞĂĚĞƚĂŝůĞĚĞdžƉůĂŶĂƟŽŶďĞůŽǁŽŶŚŽǁŝƚƐƵƐĞŝƐ
ƌĞƐƚƌŝĐƚĞĚďLJƉĂƚĞŶƚ͕ĐŽƉLJƌŝŐŚƚ͕ŽƌŽƚŚĞƌĂƉƉůŝĐĂďůĞůĂǁƐĂŶĚ ƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶǀĂůŝĚĂƟŶŐƚŚĂƚĐůĂŝŵ͘
^ŝŶŐůĞ^ŽƵƌĐĞ
^ƚĂŶĚĂƌĚŝnjĂƟŽŶ͘/ƐƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƉĂƌƚŽĨĂƉƵƌĐŚĂƐĞƚŚĂƚƚŚĞŽƵŶƚLJŚĂƐĂůƌĞĂĚLJƐƚĂŶĚĂƌĚŝnjĞĚŽŶ͍/ĨLJĞƐ͕
ƉůĞĂƐĞƉƌŽǀŝĚĞĚĞƚĂŝůĞĚŝŶĨŽƌŵĂƟŽŶďĞůŽǁ͘
ĂƚĞŽĨ^ƚĂŶĚĂƌĚŝnjĂƟŽŶ͗ ŐĞŶĚĂ/ƚĞŵEƵŵďĞƌ͗
tĂƌƌĂŶƚLJ ͘/ƐƚŚŝƐƚŚĞŽŶůLJǀĞŶĚŽƌĂďůĞƚŽĐŽŵƉůĞƚĞĨĂĐƚŽƌLJ-ĂƵƚŚŽƌŝnjĞĚǁĂƌƌĂŶƚLJƐĞƌǀŝĐĞƐŽŶŽƵŶƚLJŽǁŶĞĚ
ĞƋƵŝƉŵĞŶƚ͍/ĨLJĞƐ͕ƉƌŽǀŝĚĞƚŚĞĚŽĐƵŵĞŶƚĂƟŽŶǀĞƌŝĨLJŝŶŐƚŚĞǁĂƌƌĂŶƚLJ͘
'ĞŽŐƌĂƉŚŝĐdĞƌƌŝƚŽƌLJ͘/ƐƚŚŝƐǀĞŶĚŽƌƚŚĞŽŶůLJǀĞŶĚŽƌĂƵƚŚŽƌŝnjĞĚƚŽƐĞůůƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞŝŶŽƵƌƌĞŐŝŽŶ͍/Ĩ
LJĞƐ͕ƉƌŽǀŝĚĞĚŽĐƵŵĞŶƚĂƟŽŶĨƌŽŵƚŚĞŵĂŶƵĨĂĐƚƵƌĞƌĐŽŶĮƌŵŝŶŐƚŚŽƐĞĐůĂŝŵƐ͘
KƚŚĞƌ&ĂĐƚŽƌƐ͘ŶLJŽƚŚĞƌƌĞĂƐŽŶŶŽƚůŝƐƚĞĚĂďŽǀĞ͘ džƉůĂŝŶďĞůŽǁ͘
džƉůĂŝŶ͘,ŽǁĚŽĞƐƚŚŝƐƉƵƌĐŚĂƐĞŵĞĞƚƚŚĞŝĚĞŶƟĮĞĚƐŽůĞŽƌƐŝŶŐůĞƐŽƵƌĐĞĐƌŝƚĞƌŝĂĐŚĞĐŬĞĚĂďŽǀĞ͍
✔
✔
Rosemount Inc is working with Fluid Controls LLC as the sole Municipal Representative/Distributor in the
Water and Wastewater markets for the State of Florida.
16.C.4.d
Packet Pg. 1126 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞϯ ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
,ŽǁǁĂƐƚŚĞĚĞĐŝƐŝŽŶŵĂĚĞƚŽƵƐĞƚŚŝƐǀĞŶĚŽƌ͍ ĞƐĐƌŝďĞŝŶĚĞƚĂŝůŝĨĂĨŽƌŵĂůƐƚĂŶĚĂƌĚŝnjĂƟŽŶƉƌŽĐĞƐƐǁĂƐƉĞƌĨŽƌŵĞĚ
ǀŝĂWƌŽĐƵƌĞŵĞŶƚŽƌŝĨƚŚĞƌĞŝƐĂŚŝƐƚŽƌŝĐĂůƉƌĞĐĞĚĞŶĐĞĞƐƚĂďůŝƐŚĞĚĨŽƌƚŚĞƵƐĞŽĨƚŚĞƉƌŽĚƵĐƚ͕ƉůĞĂƐĞĞdžƉůĂŝŶƉƵƌĐŚĂƐĞ͕
ĂŶĚƵƐĞŚŝƐƚŽƌLJĂŶĚƚŚĞĐƵƌƌĞŶƚůĞǀĞůŽĨŽƵŶƚLJŝŶǀĞƐƚŵĞŶƚŝŶƚŚĞƉƌŽĚƵĐƚ͘
džƉůĂŝŶǁŚLJŝƚŝƐŝŶƚŚĞŽƵŶƚLJ͛ƐďĞƐƚŝŶƚĞƌĞƐƚƚŽƵƐĞƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƌĂƚŚĞƌƚŚĂŶŝƐƐƵŝŶŐĂĐŽŵƉĞƟƟǀĞƐŽůŝĐŝƚĂƟŽŶ͘
tŚĂƚĂƌĞƚŚĞďĞŶĞĮƚƐĨƌŽŵƚŚĞĐŽŶƟŶƵĞĚƵƐĞ͍ƌĞƚŚĞƌĞĐŽƐƚƐƚŚĂƚǁŽƵůĚďĞŝŶĐƵƌƌĞĚŝĨĂĚŝīĞƌĞŶƚǀĞŶĚŽƌͬƉƌŽĚƵĐƚ
ǁĂƐƵƐĞĚ͍tŚĂƚǁŽƵůĚŽĐĐƵƌŝĨĂŶŽƚŚĞƌďƌĂŶĚͬǀĞŶĚŽƌǁĂƐƵƐĞĚ͍
džƉůĂŝŶŚŽǁƚŚĞƉƌŝĐŝŶŐĐŽŵƉĂƌĞƐƚŽŽƚŚĞƌǀĞŶĚŽƌƐͬƉƌŽĚƵĐƚƐĂŶĚŝƐŝƚĐŽŶƐŝĚĞƌĞĚƚŽďĞĨĂŝƌĂŶĚƌĞĂƐŽŶĂďůĞ͘ WƌŽǀŝĚĞ
ŝŶĨŽƌŵĂƟŽŶŽĨŚŝƐƚŽƌŝĐĂůƵƐĞĂŶĚǁŚĞƚŚĞƌƉƌŝĐŝŶŐŚĂƐŝŶĐƌĞĂƐĞĚͬĚĞĐƌĞĂƐĞĚ͘/ĨƐŽůĞƐŽƵƌĐĞĂŶĚŶŽŽƚŚĞƌƉƌŽĚƵĐƚŝƐ
ĂǀĂŝůĂďůĞ͕ƉƌŽǀŝĚĞƚŚĞĐŽƐƚĨŽƌĂĚĚƌĞƐƐŝŶŐƚŚĞŶĞĞĚƐǀŝĂĂŶĂůƚĞƌŶĂƚĞĂƉƉƌŽĂĐŚ͘
tŝůůƚŚŝƐƉƵƌĐŚĂƐĞŽďůŝŐĂƚĞƚŚĞŽƵŶƚLJƚŽĨƵƚƵƌĞĂŶĐŝůůĂƌLJƉƌŽĚƵĐƚƐŽƌƐĞƌǀŝĐĞƐ, eŝƚŚĞƌŝŶƚĞƌŵƐŽĨŵĂŝŶƚĞŶĂŶĐĞŽƌ
ƐƚĂŶĚĂƌĚŝnjĂƟŽŶ͍ /ĨLJĞƐ͕ĞdžƉůĂŝŶǁŚĂƚƚLJƉĞƐ͘
zĞƐEŽ
Fluid Control Specialties LLC is the sole source distributor of the Rosemount brand and product line.
Rosemount equipment referenced is the most efficient and cost effective solution along with the benefits
discussed above. In many cases, 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, potentially costing the County millions.
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.
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.
Replacement parts, equipment, maintenance items, and services.
16.C.4.d
Packet Pg. 1127 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
t/s ZZ Yh ^d&KZD WĂŐĞ4 ŽĨ4
ZĞǀŝƐĞĚϵͬϮϬϮϯ
DĂƌŬĞƚƌĞƐĞĂƌĐŚĂŶĚŵĂƌŬĞƚĂůƚĞƌŶĂƟǀĞƐ͘ tŚĞŶǁĂƐƚŚĞůĂƐƚƟŵĞĂŵĂƌŬĞƚĞǀĂůƵĂƟŽŶǁĂƐƉĞƌĨŽƌŵĞĚƚŽĚĞƚĞƌŵŝŶĞŝĨ
ĞŝƚŚĞƌƚŚĞƚĞĐŚŶŽůŽŐLJŽƌǀĞŶĚŽƌŽīĞƌŝŶŐƐŚĂǀĞĐŚĂŶŐĞĚ͍ĂƐĞĚŽŶƚŚĞůŝĨĞĞdžƉĞĐƚĂŶĐLJŽĨƚŚĞƉƌŽĚƵĐƚ͕ǁŚĞŶĚŽLJŽƵ
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SECTION EIGHT
ZĞƋƵĞƐƚĞĚďLJ͗ ^ŝŐŶĂƚƵƌĞ͗
ŝǀŝƐŝŽŶŝƌĞĐƚŽƌ͗ ^ŝŐŶĂƚƵƌĞ͗
ĞƉĂƌƚŵĞŶƚ,ĞĂĚ;ZĞƋƵŝƌĞĚŝĨŽǀĞƌΨϱϬ͕ϬϬϬͿ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚ^ƚƌĂƚĞŐŝƐƚ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚŝƌĞĐƚŽƌ;ŽƌĚĞƐŝŐŶĞĞͿ͗ ^ŝŐŶĂƚƵƌĞ͗
WƌŽĐƵƌĞŵĞŶƚhƐĞKŶůLJ
ĂƚĞĚǀĞƌƟƐĞĚ͗
ĂƚĞŽĨZĞĐŽŵŵĞŶĚŝŶŐ
ĞƐŝŐŶĂƟŽŶ:
ĂƚĞŽĨĞƐŝŐŶĂƟŽŶ
ĞŶŝĞĚ͗
ƉƉƌŽǀĞĚ&Žƌ͗
^ƚĂƌƚĂƚĞ͗
ŶĚĂƚĞ͗
ƉƉƌŽǀĞĚďLJŽĂƌĚ͗
ĂƚĞ͗
ŐĞŶĚĂη͗
ŽŶƚƌĂĐƚη͗
ŽŶƚƌĂĐƚEŽƚƉƉůŝĐĂďůĞ
džĞŵƉƟŽŶη͗
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
Rosemount as a single source through Fluid Controls Specialties
Robert Kaine
Robert VonHolle
George Yilmaz, Ph.D., PE
Brooke Roxberry
Robert Kaine Digitally signed by Robert Kaine
Date: 2024.07.22 13:58:25 -04'00'
Robert VonHolle Digitally signed by Robert VonHolle
Date: 2024.07.22 15:53:56 -04'00'
YilmazGeorge Digitally signed by YilmazGeorge
Date: 2024.07.24 12:10:39 -04'00'
RoxberryBrooke Digitally signed by RoxberryBrooke
Date: 2024.07.26 15:27:09 -04'00'
4/12/24
4/22/24
10/1/24
9/30/29
24-036-NS-WV
25-019-WV
16.C.4.d
Packet Pg. 1128 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
16.C.4.d
Packet Pg. 1129 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
Notice of Recommended Designate of Sole/Single Source
Notice of Intent Name Fluid Controls Specialties
Posting Date 4/12/24
Due Date 4/19/24
Recommendation
Manufacturer Name Fluid Controls Specialties
Vendor/Provider Name Fluid Controls Specialties
Approved Signatures
Project Manager:
Procurement Strategist:
Procurement Services Director:
16.C.4.d
Packet Pg. 1130 Attachment: 25-019-WV_Waiver_REVISED 8.2.2024 (29626 : 24-036-NS Fluid Control Specialties LLC)
1
Priscilla Doria
From:Kristofer Lopez
Sent:Wednesday, October 18, 2023 1:30 PM
To:Priscilla Doria
Cc:Sue Zimmerman
Subject:RE: Waiver/ Exemption IT Approval for software and technology
Priscilla,
I have asked the Division for an approval email from IT to use the PCC number or a completed TACS form. I am trying to
get access with IT to view the pre‐approved software inventory to alleviate the email.
Respectfully,
Kristofer Lopez, CPPB
Procurement Strategist II
Procurement Services Division
3295 Tamiami Trail East, Bldg C‐2
Naples, Florida 34112
email: kristofer.lopez@colliercountyfl.gov
Tel: (239) 252‐8375
BidSync is now known as Periscope S2G and remains Collier County’s bid platform. Register today for free at
www.bidsync.com. For registration assistance please contact BidSync customer service at 800-990-9339 or email:
support@bidsync.com.
From: Priscilla Doria <Priscilla.Doria@colliercountyfl.gov>
Sent: Wednesday, October 18, 2023 12:16 PM
To: Kristofer Lopez <Kristofer.Lopez@colliercountyfl.gov>
Cc: Sue Zimmerman <Sue.Zimmerman@colliercountyfl.gov>
Subject: Waiver/ Exemption IT Approval for software and technology
Kris,
For any Waiver or Exemption that comes through the door for technology and/or software related
purchases, are you verifying with the division that the software is pre-approved by IT before the
waiver/exemption is approved by Procurement? If so, what documentation do you request to support
that approval?
Just trying to determine what is required by Procurement and at what stage.
16.C.4.e
Packet Pg. 1131 Attachment: IT approval for Software-Tecnology (29626 : 24-036-NS Fluid Control Specialties LLC)
2
Respectfully,
Priscilla Doria, CPPB
Procurement Strategist-Contracts
Procurement Services Division
3295 Tamiami Trail East, Bldg. C2 | Naples, FL 34112
Phone | Office (239) 252-8929
email |Priscilla.Doria@colliercountyfl.gov
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a
public records request, do not send electronic mail to this entity. Instead, contact this office by telephone or in writing.
16.C.4.e
Packet Pg. 1132 Attachment: IT approval for Software-Tecnology (29626 : 24-036-NS Fluid Control Specialties LLC)