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Agenda 01/13/2026 Item #16E 2 ( Administrative report by the Procurement Services Division for various County Divisions’ after-the-fact purchases)1/13/2026 Item # 16.E.2 ID# 2025-5091 Executive Summary Recommendation to approve the administrative report by the Procurement Services Division for various County Divisions’ after-the-fact purchases in accordance with Procurement Ordinance No. 2025-34, and the Procurement Manual and authorize the timely payment of outstanding invoices in the amount of $19,956.25. OBJECTIVE: To promote accountability and provide transparency by reporting to the Board of County Commissioners (“Board”) various procurement-related transactions that were not in compliance with procurement policies. CONSIDERATIONS: In accordance with Section Twenty-Two (Unauthorized Purchases) of Procurement Ordinance No. 2025-34, all purchases shall be consistent and in compliance with the Procurement Ordinance. Any purchase or contract made contrary to the provisions thereof and contrary to Florida law shall not be approved and the County shall not be bound thereby, unless and until the Procurement Services Division approves an After-the-Fact Form and reports those purchases to the Board. The Procurement Services Division submits to the Board the following reporting of After-the-Facts Forms: 1. After-the-Fact Form Submission – Earth Tech Enterprises Inc. The Coastal Zone Management Division submitted an After-the-Fact request for services provided by Earth Tech Enterprises Inc. using Purchase Order #4500236496 (Contract #21-7885) regarding the City of Naples beaches on December 18, 2024. The division requested a quote exclusively from this vendor; however, the contract requires that all vendors under the agreement be quoted, unless the work qualifies as an emergency and is awarded based on an established rotation schedule, which was not applicable in this instance. In addition, no Notice to Proceed was issued, as required by the contract. The work has been completed to the County's satisfaction. The total amount for approval pending invoice payment is $15,520, with the funds available in Fund 1105-110406. 2. After-the-Fact Form Submission – HPN Global (Hospitality Performance Network Global) The Tourism Division submitted an After-the-Fact request for conference registration on July 25, 2025, provided by HPN Global (Hospitality Performance Network Global) using a P-card (transaction #6429-13). The purchase exceeded the single quote threshold at the time ($3,000). Since HPN Global is not a contracted vendor and the total exceeded the single-quote threshold, this purchase should have had a Procurement Method Exemption in place before processing the P-Card payment. The total amount for approval is $4,436.25. 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 two (2) after-the-fact items pending payment is $19,956.25. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with this action. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and legality and requires a majority vote for approval. -JAK Page 9058 of 14062 1/13/2026 Item # 16.E.2 ID# 2025-5091 RECOMMENDATION(S): To approve the administrative report by the Procurement Services Division for various County Division’s after-the-fact purchases in accordance with Procurement Ordinance No. 2025-34, and the Procurement Manual and authorize the timely payment of outstanding invoices in the amount of $19,956.25. PREPARED BY: Opal Vann, Management Analyst I, Procurement Services Division. ATTACHMENTS: 1. 1. Earth Tech_ATF & Backup 2. 2. HPN Global_ATF & Backup Page 9059 of 14062 After-the-Fact Form Page 1 of 2 $XJXVW Per section of the Procurement Manual, all purchases shall be consistent and in compliance with the Procurement Ordinance Should work be authorized or purchases made that are inconsistent with County policy, procedure, or contract terms,DOO 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 Earth Tech Enterprises, Inc Other (please describe): After Hurricanes Helene and Milton, did not issue a Notice to Proceed $ 15,520.00 21-7885 4500236496 The City of Naples requested that the county regrade sand on the beaches due to Hurricanes Helene and Milton. A single quote was obtained from Earth Tech Enterprises under Contract 21-7885 dated October 26, 2024. The County received approval that the expenditures promotes tourism from the Coastal Advisory Committee on November 14, 2024 (7-0), and to the Tourist Development Council on November 19, 2024 (7-0), and by the Board of County Commissioners on December 10, 2024 ITEM 16.B.10. The county received an updated quote from the Earth Tech to regrade City of Naples beaches on December 18, 2024. Per Contract 21-7885, a quotation must be solicited from all awarded Contractors under the agreement, unless the work qualifies as an emergency, in which case it may be awarded to the Contractor on the established rotation schedule. In this instance, only a single vendor was solicited, and no emergency rotation schedule was in effect. Additionally, a Notice to Proceed was to be issued. In this instance, no Notice to Proceed was issued to the contractor for the work to be performed. For these reasons, an After the Fact approval is required prior to issuing payment to the vendor. The work has been completed to the satisfaction of the County. ✔ ✔ Coastal Zone Management Transportation Mgmt Larry Humphries HumphriesLarry Digitally signed by HumphriesLarry Date: 2025.12.11 06:39:26 -05'00'12/11/25 AhmadJay Digitally signed by AhmadJay Date: 2025.12.11 07:23:16 -05'00' ScottTrinity Digitally signed by ScottTrinity Date: 2025.12.12 08:34:14 -05'00' ✔ ✔ Page 9060 of 14062 After-the-Fact Form Page 2 of 2 $XJXVW 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 $5,000 will be placed on the Procurement Administrative Report for approval by the Board of County Commissioners. After-the-Fact requests greater than $5,000 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. ✔ ✔ Larry Humphries HumphriesLarry Digitally signed by HumphriesLarry Date: 2025.12.11 06:39:39 -05'00'12/11/25 AhmadJay Digitally signed by AhmadJay Date: 2025.12.11 11:36:51 -05'00' VannOpal Digitally signed by VannOpal Date: 2025.12.12 15:49:32 -05'00'12/12/25 Page 9061 of 14062 Page 9062 of 14062 Page 9063 of 14062 Page 9064 of 14062 Page 9065 of 14062 Page 9066 of 14062 Page 9067 of 14062 Page 9068 of 14062 Page 9069 of 14062 Page 9070 of 14062 Ok to Pay 09/05/2025 14:05:41 EST HUMPHRIESLD (LARRY HUMPHRIES) migo 5001696782 10/20/2025 11:50:44 EST HERRERAGT (Gloria Herrera) Please advise if this is part of an after the fact since this does not appear to be urgent work, therefore, vendor should be billing on payment application exhibit E (see contract article 24 Payments). In addition, all contractually requirements and work assignment procedures should have been followed (quotes, NTP, bonds etc.) should have been followed. Thank you 10/21/2025 16:20:38 EST SANTIAGOG (Guadalupe Santiago) Meeting was held on 11/4/25 with the division and Clerk confirming that an ATF will be required for not executing NTP. Additionally, ATF may also be required as hurricane work could fall under on-call urgent services and if the contractual procedure were not followed. 11/14/2025 10:21:44 EST SANTIAGOG (Guadalupe Santiago) Page 9071 of 14062 After-the-Fact Form Page 1 of 2 $\JXVW Per section of the Procurement Manual, all purchases shall be consistent and in compliance with the Procurement Ordinance Should work be authorized or purchases made that are inconsistent with County policy, procedure, or contract terms,DOO 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 HPN Global Other (please describe): Exemption $ 4,436.25 7/25/25 Registration for HPN Global's HPN Conference August 25-29, 2025 in Las Vegas, NV After receiving a signed/approved Travel Request from the County Manager's Office, I registered via the conference portal with my P-Card. This was a first time show, and I didn't realize an exemption was needed or in place. Once I was informed I needed an exemption, we submitted it and got it approved in September 2025. Due to cost of the sho exceeding the single quote threshold at the time, an exemption was needed. ✔ ✔ Authorize payment to P-Card Visa Waiver/Exemption was not in place when registration purchase was processed. Tourism County Manager's Office Lisa B Chamberlain ChamberlainLisa Digitally signed by ChamberlainLisa Date: 2025.12.17 15:49:49 -05'00'12/17/25 Jay usa TusaJay Digitally signed by TusaJay Date: 2025.12.18 12:58:21 -05'00'12/18/25 MullinsJohn Digitally signed by MullinsJohn Date: 2025.12.18 14:19:00 -05'00' ✔ ✔ Page 9072 of 14062 After-the-Fact Form Page 2 of 2 $XJXVW 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 $5,000 will be placed on the Procurement Administrative Report for approval by the Board of County Commissioners. After-the-Fact requests greater than $5,000 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. ✔ Lisa B Chamberlain ChamberlainLisa Digitally signed by ChamberlainLisa Date: 2025.12.18 13:13:55 -05'00'12/18/25 Jay usa TusaJay Digitally signed by TusaJay Date: 2025.12.18 12:59:35 -05'00'12/18/25 VannOpal Digitally signed by VannOpal Date: 2025.12.18 14:51:50 -05'00'12/18/25 Page 9073 of 14062 HPN P-card transaction 6429-13 $4436.25 Page 9074 of 14062 Page 9075 of 14062 Page 9076 of 14062 Page 9077 of 14062 Page 9078 of 14062 Page 9079 of 14062 Relationships Matter Hospitality Performance Network 8800 E. Raintree Dr Suite 260 Scottsdale, AZ 85260 480-998-9770 Amount $4,225.00 Invoice Invoice #: 6101025 Invoice Date: 6/10/25 Company Name: Naples, Marco Island, Everglades Convention & Visitors Bureau (CVB) Contact: Lisa Chamberlain Contact Email: Lisa.Chamberlain@CollierCountyFL.gov Program Effective Dates: August 26-28, 2025 Description HPN25 Partner Conference Registration (1) Page 9080 of 14062 $ 4,225.00Amount Due Page 9081 of 14062