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Agenda 10/22/2024 Item #16C 7 (Approve agreemnt "Endress Hauser Products and Services" with Endress + Hauser, Inc.)10/22/2024 Item # 16.C.7 ID# 2024-1219 Executive Summary Recommendation that the Board of County Commissioners, as ex-officio the Governing Board of the Collier County Water-Sewer District, approve Agreement No. 24-057-NS, “Endress Hauser Products and Services,” with Endress + Hauser, Inc., for a period of five years under a single source waiver, authorize expenditures in an estimated amount of $400,000 per Fiscal Year and $2,000,000 for the term of the five-year Agreement 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. The staff will continue to monitor the market and technology trends including best value unit costs. CONSIDERATIONS: The County has invested approximately three million dollars on Endress + Hauser (“EH”) Promag Electromagnet Flow Meters, Analyzers, Level Transmitters, replacement parts, and service. The EH parts and services were previously acquired through its designated and exclusive sales representative, TriNova, Inc. (“TriNova”) through a September 26, 2023, Board approved group of single and sole source vendors (Agenda Item 16.C.2). The Board’s approval of the waiver to TriNova was limited to a Fiscal Year spend of $400,000 (approximately $100,000 for ProMinent and $300,000 for E+H), with direction to staff to seek a formal agreement with the single source vendor going forward. During contract development in 2024, E+H informed staff that it can now sell its products/services directly to the County, using TriNova as only the technical and administrative representative. Staff is attaching proposed Agreement No. 25-057-NS (the “Agreement”) to purchase the E+H products and services directly from E+H; although TriNova will continue to represent E+H for sales and service. Subject to the Board’s approval of this item, standard County issued Purchase Orders will be issued to E+H for future purchases based on the rates specified in Schedule B of the Agreement. Staff compiled data showing that the historical spend on such E+H products from TriNova since 2013 is approximately $2,816,497 (with the remainder of the estimated FY purchase from TriNova consisting of ProMinent products in the amount of $219,625, which comprises the estimated FY spend with TriNova). Staff is requesting an increase of the allowable annual Fiscal Year spend on E+H equipment and service from $300,000 to approximately $400,000 due to aging equipment and continued growth in the County. The E+H electrical devices are critical for maintaining compliance and meeting customer demand, and are highly technical, requiring an investment in infrastructure, systems, spare parts, and training. The County has been using E+H equipment and services for over twenty years, and on July 10, 2018 (Agenda Item 17.D and 17.E), the Board approved the recommended E+H proprietary equipment and services to be standardized items included 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. As authorized by Section Eleven, Procurement methods, subparagraph 11 of the Collier County Procurement Ordinance 2017-08, as amended, County staff requests that the Board find it is in the best interest of the County to continue to purchase E+H products and services directly from E+H (or through its designated sales/service representative TriNova) as a single source vendor. The Procurement Services Division posted a public notice of the County’s intent to designate Endress + Hauser, Inc. as a single source provider to the vendor community through its online bidding platform for seven days and did not receive any responses. The staff will continue to monitor the market and technology trends including best value unit costs. County staff is recommending that the Board designate Endress + Hauser, Inc as a single source provider of Endress + Hauser products and services, and approve attached Agreement No. 25-057-NS with the vendor for a period of five years for an estimated amount of $400,000 per Fiscal Year and $2,000,000 for the term of the five-year Agreement. Page 4163 of 7162 10/22/2024 Item # 16.C.7 ID# 2024-1219 FISCAL IMPACT: Funds in an estimated amount of $400,000 per Fiscal Year have been budgeted in the FY 2025 Collier County Water-Sewer District Operating Fund (4008), the Water Capital Project Fund (4012), and the Wastewater Capital Project Fund (4014). As the utility system ages, the quantity of materials purchased will vary depending on the actual repair/replacement needs and may exceed the estimated expenditures over the life of the contract beyond $2,000,000 pursuant to Board approved operating and capital budgets. 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 Board approval. —SRT RECOMMENDATIONS: Recommendation to approve Agreement No. 25-057-NS, “Endress Hauser Products and Services,” with Endress + Hauser, Inc., for a period of five years under a single source waiver, authorize expenditures in an estimated amount of $400,000 per Fiscal Year and $2,000,000 for the term of the five-year Agreement and authorize the Chairman to sign the attached Agreement. PREPARED BY: Robert VonHolle, Director, Wastewater Division ATTACHMENTS: 1. 24-057-NS VendorSigned_Endress + Hauser 2. 24-057-NS Insurance_Endress + Hauser 3. 25-028-WV Request - EndressHauser Page 4164 of 7162 Page 4165 of 7162 Page 4166 of 7162 Page 4167 of 7162 Page 4168 of 7162 Page 4169 of 7162 Page 4170 of 7162 Page 4171 of 7162 Page 4172 of 7162 Page 4173 of 7162 Page 4174 of 7162 Page 4175 of 7162 Page 4176 of 7162 Page 4177 of 7162 Page 4178 of 7162 Page 4179 of 7162 Page 4180 of 7162 Page 4181 of 7162 Page 4182 of 7162 Page 4183 of 7162 Page 4184 of 7162 Page 4185 of 7162 Page 4186 of 7162 Page 4187 of 7162 Page 4188 of 7162 Page 4189 of 7162 Page 4190 of 7162 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2016 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY Willis Towers Watson Midwest, Inc. c/o 26 Century Blvd P.O. Box 305191 Nashville, TN 372305191 USA Endress+Hauser, Inc. 2350 Endress Place Attn: Nancy Winter Greenwood, IN 46143 SEE ATTACHED Collier County Board of County Commissioners 3295 Tamiami Trail E. Naples, FL 34112 09/06/2024 1-877-945-7378 1-888-467-2378 certificates@wtwco.com Allianz Global Risks US Insurance Company 35300 LM Insurance Corporation Liberty Mutual Fire Insurance Company 33600 23035 Allianz Underwriters Insurance Company 36420 W34649865 A 1,000,000 500,000 10,000 1,000,000 2,000,000 1,000,000 Y USL00116024 01/01/2024 01/01/2025 B 1,000,000 01/01/202501/01/2024YAS5-Z91-471255-044 A 2,000,000 50,000 USL00116124 01/01/2024 01/01/2025 2,000,000 WC2-Z91-471255-034C 1,000,000No01/01/2024 01/01/2025 1,000,000 1,000,000 D Professional Liability Per Claim/ AggregateU5F0003372401/01/2024 01/01/2025 361067726403320SR ID:BATCH: 1,000,000 WTW Certificate Center Page 1 of 2 Page 4191 of 7162 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: Endress+Hauser, Inc. 2350 Endress Place Attn: Nancy Winter Greenwood, IN 46143 Collier County Board of County Commissioners, OR, Board of County Commissioners in Collier County, OR Collier County Government, OR, Collier County are included as Additional Insureds as respects to General Liability as required per written contract and Auto Liability as required by written agreement or contract. General Liability and Auto Liability policies shall be Primary and Non-contributory with any other insurance in force for or which may be purchased by Additional Insured. INSURER AFFORDING COVERAGE: Allianz Underwriters Insurance Company NAIC#: 36420 POLICY NUMBER: U5F00045822 EFF DATE: 01/01/2022 EXP DATE: 01/01/2023 TYPE OF INSURANCE: LIMIT DESCRIPTION: LIMIT AMOUNT: Network Security Liability Aggregate Limit $1,000,000 2 2 Willis Towers Watson Midwest, Inc. See Page 1 See Page 1 See Page 1 See Page 1 25 Certificate of Liability Insurance W34649865CERT:3610677BATCH:26403320SR ID:Page 4192 of 7162 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 EŽƚƚŽǆĐĞĞĚŵŽƵŶƚ 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 ĞƐĐƌŝƉƟŽŶŽĨWƵƌĐŚĂƐĞ͘ŶƚĞƌĂĚĞƐĐƌŝƉƟŽŶŽĨƚŚĞŝƚĞŵ;ƐͿƚŚĂƚǁŝůůďĞƉƵƌĐŚĂƐĞĚƵŶĚĞƌƚŚŝƐǁĂŝǀĞƌ͘ WƵƌƉŽƐĞ͘ĞƐĐƌŝďĞŝŶĚĞƚĂŝůƚŚĞƉƵďůŝĐƉƵƌƉŽƐĞŽĨƚŚĞƌĞƋƵĞƐƚĞĚŝƚĞŵ;ƐͿĂŶĚǁŚǇŝƚŝƐĞƐƐĞŶƟĂůƚŽŽƵŶƚǇŽƉĞƌĂƟŽŶƐ͘ WĂŐĞ ϭ ŽĨ4 ZĞǀŝƐĞĚϵͬϮϬϮϯ Frank Inzano PUD Wastewater Endress + Hauser Products and Services Endress + Hauser, Inc. $ 2,816,497 5 YEARS $ 400,000 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. Historical spend was with TriNova and has been compiled since 2013. This includes the purchases of ProMinent products which are being authorized by a separate waiver request. County staff estimated that the historic spend for ProMinent products is approximately $219,625 and the remainder is for Endress +Hauser products. Endress+Hauser has requested to develop a Contract with the County to offer the County the best pricing, however, TriNova will still represent them for sales and service. Purchase orders will be issued to Endress+Hauser. Staff request an increase in E+H equipment and service from $300,000 per fiscal year to approximately $400,000 due to aging equipment and continued growth in the County. 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. Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Page 4193 of 7162 t/sZZYh^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&ĂĐƚŽƌƐ͘ŶǇŽƚŚĞƌƌĞĂƐŽŶŶŽƚůŝƐƚĞĚĂďŽǀĞ͘ǆƉůĂŝŶďĞůŽǁ͘ ǆƉůĂŝŶ͘,ŽǁĚŽĞƐƚŚŝƐƉƵƌĐŚĂƐĞŵĞĞƚƚŚĞŝĚĞŶƟĮĞĚƐŽůĞŽƌƐŝŶŐůĞƐŽƵƌĐĞĐƌŝƚĞƌŝĂĐŚĞĐŬĞĚĂďŽǀĞ͍ ✔ 7/10/18 17D ✔ Endress + Hauser products received Board approval for Standardization on July 10, 2018 (Agenda Item 17D) and are identified in the Utilities Standards Manual for installation at Master Pump Stations, Submaster Pump Stations, and Wastewater/Water Treatment Facilities, 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). Endress+Hauser has requested to develop a Contract with the County to offer the County the best pricing, however, TriNova will still represent them for sales and service. Purchase orders will be issued to Endress +Hauser. TriNova is their exclusive sales and service representative in the state of Florida. Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Page 4194 of 7162 t/sZZYh^d&KZD WĂŐĞϯ ŽĨ4 ZĞǀŝƐĞĚϵͬϮϬϮϯ ,ŽǁǁĂƐƚŚĞĚĞĐŝƐŝŽŶŵĂĚĞƚŽƵƐĞƚŚŝƐǀĞŶĚŽƌ͍ ĞƐĐƌŝďĞŝŶĚĞƚĂŝůŝĨĂĨŽƌŵĂůƐƚĂŶĚĂƌĚŝǌĂƟŽŶƉƌŽĐĞƐƐǁĂƐƉĞƌĨŽƌŵĞĚ ǀŝĂWƌŽĐƵƌĞŵĞŶƚŽƌŝĨƚŚĞƌĞŝƐĂŚŝƐƚŽƌŝĐĂůƉƌĞĐĞĚĞŶĐĞĞƐƚĂďůŝƐŚĞĚĨŽƌƚŚĞƵƐĞŽĨƚŚĞƉƌŽĚƵĐƚ͕ƉůĞĂƐĞĞǆƉůĂŝŶƉƵƌĐŚĂƐĞ͕ ĂŶĚƵƐĞŚŝƐƚŽƌǇĂŶĚƚŚĞĐƵƌƌĞŶƚůĞǀĞůŽĨŽƵŶƚǇŝŶǀĞƐƚŵĞŶƚŝŶƚŚĞƉƌŽĚƵĐƚ͘ ǆƉůĂŝŶǁŚǇŝƚŝƐŝŶƚŚĞŽƵŶƚǇ͛ƐďĞƐƚŝŶƚĞƌĞƐƚƚŽƵƐĞƚŚŝƐƉƌŽĚƵĐƚͬƐĞƌǀŝĐĞƌĂƚŚĞƌƚŚĂŶŝƐƐƵŝŶŐĂĐŽŵƉĞƟƟǀĞƐŽůŝĐŝƚĂƟŽŶ͘ tŚĂƚĂƌĞƚŚĞďĞŶĞĮƚƐĨƌŽŵƚŚĞĐŽŶƟŶƵĞĚƵƐĞ͍ƌĞƚŚĞƌĞĐŽƐƚƐƚŚĂƚǁŽƵůĚďĞŝŶĐƵƌƌĞĚŝĨĂĚŝīĞƌĞŶƚǀĞŶĚŽƌͬƉƌŽĚƵĐƚ ǁĂƐƵƐĞĚ͍tŚĂƚǁŽƵůĚŽĐĐƵƌŝĨĂŶŽƚŚĞƌďƌĂŶĚͬǀĞŶĚŽƌǁĂƐƵƐĞĚ͍ ǆƉůĂŝŶŚŽǁƚŚĞƉƌŝĐŝŶŐĐŽŵƉĂƌĞƐƚŽŽƚŚĞƌǀĞŶĚŽƌƐͬƉƌŽĚƵĐƚƐĂŶĚŝƐŝƚĐŽŶƐŝĚĞƌĞĚƚŽďĞĨĂŝƌĂŶĚƌĞĂƐŽŶĂďůĞ͘ WƌŽǀŝĚĞ ŝŶĨŽƌŵĂƟŽŶŽĨŚŝƐƚŽƌŝĐĂůƵƐĞĂŶĚǁŚĞƚŚĞƌƉƌŝĐŝŶŐŚĂƐŝŶĐƌĞĂƐĞĚͬĚĞĐƌĞĂƐĞĚ͘/ĨƐŽůĞƐŽƵƌĐĞĂŶĚŶŽŽƚŚĞƌƉƌŽĚƵĐƚŝƐ ĂǀĂŝůĂďůĞ͕ƉƌŽǀŝĚĞƚŚĞĐŽƐƚĨŽƌĂĚĚƌĞƐƐŝŶŐƚŚĞŶĞĞĚƐǀŝĂĂŶĂůƚĞƌŶĂƚĞĂƉƉƌŽĂĐŚ͘ tŝůůƚŚŝƐƉƵƌĐŚĂƐĞŽďůŝŐĂƚĞƚŚĞŽƵŶƚǇƚŽĨƵƚƵƌĞĂŶĐŝůůĂƌǇƉƌŽĚƵĐƚƐŽƌƐĞƌǀŝĐĞƐ, eŝƚŚĞƌŝŶƚĞƌŵƐŽĨŵĂŝŶƚĞŶĂŶĐĞŽƌ ƐƚĂŶĚĂƌĚŝǌĂƟŽŶ͍ /ĨǇĞƐ͕ĞǆƉůĂŝŶǁŚĂƚƚǇƉĞƐ͘ zĞƐEŽ EH electromagnetic flow meters are a unique product. The 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). 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. How this meter integrates into the County’s PLCs allows for advanced metering saves time and money providing best value for the advanced capabilities that come with it. 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. 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. Parts, equipment, maintenance items and services. Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Page 4195 of 7162 t/sZZYh^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 Endress + Hauser products received Board approval for Standardization on July 10, 2018 (Agenda Item 17D) and are identified in the Utilities Standards Manual for installation at Master Pump Stations, Submaster Pump Stations, and Wastewater/Water Treatment Facilities, 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). Switching to another vendor would cost the County millions, failure to comply with existing operating permits and requirements, as well as a potential health threat to our Community. Staff cannot justify this expense and risk. Frank Inzano Robert VonHolle George Yilmaz, Ph.D., PE Brooke Roxberry InzanoFrank Digitally signed by InzanoFrank Date: 2024.07.22 13:40:02 -04'00' Robert VonHolle Digitally signed by Robert VonHolle Date: 2024.07.22 15:44:21 -04'00' YilmazGeorge Digitally signed by YilmazGeorge Date: 2024.07.24 12:10:02 -04'00' RoxberryBrooke Digitally signed by RoxberryBrooke Date: 2024.08.02 15:38:52 -04'00' 7/26/24 8/2/24 PUD Wastewater 9/30/29 24-057-NS 25-028-WV Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Sandra Srnka Page 4196 of 7162 Shane Duff Endress+Hauser, Inc. | Sales Center USA www.us.endress.com 14525 Kirby Dr. | Pearland, TX 77047 | Phone: 281-740-6121 | Shane.Duff@endress.com May 13, 2024 Re: Trinova, Inc. To Whom It May Concern: This letter is to confirm that Trinova, Inc. is Endress+Hauser, Inc.’s exclusive sales and service representative in the state of Florida. Endress+Hauser, Inc’s representatives can also be verified by utilizing our website and entering in your zip code (www.us.endress.com/en/contact). If you have any further questions, please do not hesitate to contact me. Sincerely, Shane Duff Regional Business Manager - Gulf Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Page 4197 of 7162 Procurement Services Division – 3295 Tamiami Trail East – Naples, Florida 34112-4901 www.colliercountyfl.gov/procurementservices Notice of Recommended Designate of Sole/Single Source Notice of Intent Name NOTICE OF INTENT TO SOLE SOURCE ENDRESS + HAUSER EQUIPMENT, PARTS, AND SERVICES Posting Date 7/26/2024 Due Date 8/02/2024 Recommendation Manufacturer Name Endress + Hauser Vendor/Provider Name Endress + Hauser Approved by Procurement Procurement Services Director Docusign Envelope ID: 09FAD871-3B9D-4249-BA84-7A91EB122911 Page 4198 of 7162