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Agenda 09/09/2025 Item #16E 4 (The administrative report prepared by the Procurement Services Division for various County Divisions’ after-the-fact purchases)9/9/2025 Item # 16.E.4 ID# 2025-2786 Executive Summary Recommendation to approve the administrative report prepared by the Procurement Services Division for various County Divisions’ after-the-fact purchases requiring Board approval in accordance with Procurement Ordinance No. 2025-34, and the Procurement Manual in the amount of $10,810 (Fund 4008). OBJECTIVE: To promote accountability and provide transparency to the public and gain the Board’s approval/ratification for various procurement-related transactions that were not in compliance with contract terms or procurement policies. CONSIDERATIONS: In accordance with Section Twenty-One (Unauthorized Purchases) of Procurement Ordinance No. 2025-34, all purchases shall be consistent and in compliance with the Procurement Ordinance. Purchases made contrary to this ordinance are not binding on the County. In accordance with the Procurement Manual, those purchases made not in conformance with the ordinance, policy, procedure, or contract terms require an After-the-Fact form reported to the County Manager and the Board. Staff is requesting that the Board accept this administrative report approving the After-the-Fact memo for the Water Division and authorize the timely payment of the outstanding invoice. This administrative report includes the following for Board approval: 1. After-the-Fact Submission – Water Treatment & Controls Inc. The Water Division is submitting this After-the-Fact request for parts purchased from Water Treatment & Controls, Inc., using Purchase Order #4500235322, (Contract #23-8122). During the invoice review, it was identified that the vendor had updated certain part descriptions, and these were not reflected in the contract. As a result, the contract price list did not align with the revised descriptions. This oversight has since been addressed through a contract amendment. The total amount for approval pending payment is $10,810, with the funds available in Fund 4008-253221. This item is consistent with the Collier County strategic plan objective to safeguard taxpayer money by promoting fiscal stewardship and sound budget oversight. FISCAL IMPACT: The net total amount owed for one (1) item pending payment is $10,810 (Fund 4008). GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this action. LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote for Board approval. —SRT RECOMMENDATIONS: To approve the administrative report prepared by the Procurement Services Division for one County Division’s after-the-fact purchase requiring Board approval in accordance with Procurement Ordinance No. 2025-34, and the Procurement Manual in the amount of $10,810 (Fund 4008). PREPARED BY: Josie Terga, Supervisor-Operations II, Procurement Services Division. ATTACHMENTS: 1. After the Fact Report 2. Water Treatment & Controls ATF & Backup Page 1603 of 2661 Item Contract or Purchase Order Date Description of Project Vendor Name Division - Director Fiscal Impact for Additional Services Outstanding Invoices Description 1 4500235322 7/31/2025 Parts Purchase Water Treatment & Controls Inc Howard Bragdon $10,810.00 $10,810.00 The Water Division is submitting this After-the-Fact request for parts purchased from Water Treatment & Controls, Inc., using Purchase Order #4500235322, (Contract #23-8122). During the invoice review, it was identified that the vendor had updated certain part descriptions, and these were not reflected in the contract. As a result, the contract price list did not align with the revised descriptions. This oversight has since been addressed through a contract amendment. The total amount for approval pending payment is $10,810.00. Meeting Date Total number of After the Fact Forms Fiscal Impact for Additional Services Outstanding Invoices 9/9/2025 1 $10,810.00 $10,810.00 After the Fact Pending Approval for Payment Page 1604 of 2661 After-the-Fact Form Page 1 of 2 -DQXDU\ 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 are inconsistent with County policy, procedure, or contract terms, an After-the-Fact Procurement Form is required. Vendor Name:Reason for ATF: Other (Explain): Amount:Date of Purchase: Contract #:Purchase Order #: Describe goods/services purchased: Details of the Purchase: Have the goods been received, or have the services been performed? Yes No Has the vendor been paid? Yes No Action Required (choose one): Ratification of payment already made Authorize payment to the vendor Other (Explain): Why is this deemed a non-compliant purchase? Choose one. Contract Other (Explain): Ordinance Manual P-Card Purchase Order Division:Department: All fields are required and are based on the division and department structure. If electronic signatures are used, the date fields are optional. Requester Signature Date Division Director Signature Date Department Head or Executive Director Signature Date Water Treatment and Controls Contract - Goods/Services or Fees Outside Approve $ 10,810.00 3/25/25 23-8122 - Chlorinator Equipment Maintenance 4500235322 The goods and services purchased are for routine inspection/maintenance and emergency repairs to the Water Division's chlorine and ammonia chemical feed systems through contract 23-8122. Typical locations for service are the two Regional Water Treatment Plants and one Remote Pumping Station (Goodland). Service is required per Florida Administrative Code, the County's Risk Management Plan, and industry best practices required to have gas chlorine/ammonia on site. The goods/services specific to this after-the-fact are for maintenance to the chlorine/ammonia feed system at the North Regional Water Treatment Plant (NRWTP). On 03/25/2025, Water Treatment and Controls was at the NRWTP for a scheduled routine maintenance of the plant's chlorine/ammonia chemical feed system. Part of the services provided was replacement of parts in the plant's ammonia feed system. After goods/service were received it was determined that these internal parts within the ammonia feed system had changed during a previous plant rehabilitation project; however, the old part numbers were included/not updated in price list when the contract was last ratified. This is a minor administrative issue and a contract amendment has been completed adding the models/part numbers to the approved contract. ✔ ✔ Water Public Utilities Pamela Libby brogdon_h Digitally signed by brogdon_h Date: 2025.07.31 13:14:15 -04'00' Howard Brogdon brogdon_h Digitally signed by brogdon_h Date: 2025.07.31 13:14:25 -04'00' Jim DeLony DeLonyJim Digitally signed by DeLonyJim Date: 2025.07.31 14:37:51 -04'00' ✔ ✔ Page 1605 of 2661 After-the-Fact Form Page 2 of 2 -DQXDU\ Corrective/Preventative Action (choose all that apply). Procurement 101 Training Quoting101 Training Internal Process Refresher Training Review Procurement Ordinance P-Card Training Review Procurement Manual Other:BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB__________________________________ BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB By signing and submitting this form, I acknowledge that I am responsible for managing and overseeing procurement actions and contracts in line with the requirements of the Procurement Manual, the Procurement Ordinance, and contract terms. I understand that any after-the-fact approvals or other remedial actions that could have been prevented will lead to counseling, training, corrective measures, and progressive discipline, as appropriate, for both the employee and my supervisor. Additionally, I affirm my commitment to completing any corrective or preventive actions assigned by the Division Director to prevent future occurrences of after-the-fact purchases. Requester Signature Date The Division Director acknowledges their responsibility for implementing all necessary actions to prevent future occurrences of after- the-fact approvals. They also affirm that appropriate measures, including employee and supervisor counseling, training, corrective actions, and progressive discipline, will be provided to staff as required by the circumstances. Division Director Signature Date Reviewed: 3URFXUHPHQW Signature Date 'HSXW\&RXQW\0DQDJHU 5HTXHVWJUHDWHUWKDQ Signature Date Submit After-the-Fact requests to Procurement Services via the Jira Ticketing System. After-the-Fact requests less than $15,000 will be placed on the Procurement Administrative Report for approval by the Board of County Commissioners. After-the-Fact requests greater than $15,000 will require approval by the Board of County Commissioners via an agenda item. The Division is responsible for creating the agenda item and Executive Summary and providing all required documentation. ✔ Pamela Libby brogdon_h Digitally signed by brogdon_h Date: 2025.07.31 14:41:17 -04'00' Howard Brogdon brogdon_h Digitally signed by brogdon_h Date: 2025.07.31 14:41:25 -04'00' Page 1606 of 2661 Page 1607 of 2661 (850) 474-1805 (800) 826-7699 (850) 474-1776 FAX 9900A N. PALAFOX STREET • PENSACOLA, FLORIDA 32534-1227 Pricing for New Contract 2024 PO #4500235082 Collier County NCRWTP Job #350102 Fixed Contract (Twice a year) WTCT Invoice #0002002-IN Equipment Serviced: (2) V2000 V-Notch Chlorinators $1,601.00 each = $ 3,202.00 (10) 510M Vacuum Regulators $1,081.00 each = $10,810.00 (2) 2 inch Chlorine Injectors $ 897.00 each = $ 1,794.00 (2) V10K Ammoniator $ 665.00 each = $ 1,330.00 (2) 3000 lb Ammonia Regulator $1,178.00 each = $ 2,356.00 (2) 1 inch Ammonia Injector $ 636.00 each = $ 1,272.00 TOTAL =$20,764.00 Page 1608 of 2661 Docusign Envelope ID: D6DD5B38-84D0-4050-8A12-101F1DC992737/22/2025Page 1609 of 2661 Docusign Envelope ID: D6DD5B38-84D0-4050-8A12-101F1DC99273Vice President & General ManagerRaymond F. Ross II7/22/20257/22/2025Page 1610 of 2661 Docusign Envelope ID: D6DD5B38-84D0-4050-8A12-101F1DC99273Page 1611 of 2661