Backup Documents 01/13/2009 Item #16E 2
ORIGINAL DOCUMENTS CHECKLIST & ROUTING SLIP 16 t:'
TO ACCOMPANY ALL ORIGINAL DOCUMENTS SENT TO C ')
THE BOARD OF COUNTY COMMISSIONERS OFFICE FOR SIGNATURE c;
Print on pink paper. Attach to original document Original documents should he hand delivered to the Board omcc. The completed routing slip and original
documents are to be forwarded to the Board Office only after the Board has taken action on the item.)
ROUTING SLIP
Complete routing lines # I through #4 as appropriate for additional signatures, dates, and/or information needed. If the document is already complete with the
exec lion of the Chainnan's si nature, draw a line throu 'h mutin J lines # 1 throu h #40 com Iete the checklist, and forward to Executive Mana cr on (line #5)
Route to Addressee(s) Offiee Initials Date
(List in routin order)
I.
2.
(The primary contact is the holder of the original document pending HCC approval. Normally the primary contacl is the person who created/prepared the executive
summary. Primal)' contact information is needed in the event one of the addressees above need Lo contilcL sLaff tilr additional or missing information. All original
d d h Bee Ch. h did I I CC ffi 1 ft 1 . h d h
3.
ocurnents nee mg t e amlUm s Signature are to e e Iverc to tlC ! " Ice onty a er t IC Bee as actc to ap rove I eilem.)
Name of Primary Staff Cl)cc (\ Phone" Num~er 'f. ').<:0 Co 7
Contact L-(..j V\
Agenda Date Item was ,~ 2.eO"( Agenda Item Number I~'_C.L
Approved by the BCC JW'1 ( 3
,
Type of Document f'v'Lcc ,,', + A"/\ ,'-e e "'-'I.. ~ .--'t t- Number of Original :J...
Attached Documents Attached
4.
Yes
(Initial)
N/A(Not
A licable)
5. Executive Manager
Board of County Commissioners
.A'v
f/I!
1\ \\
6. Minutes and Records
Clerk of Court's Office
~( Pt
I: Forms/ County Fonns/ Bee Forms/ Origin a] Documents Routing Slip WWS OriginaI9,OJ.04. Rcvisd ]26.05. Revised 224,05
PRIMARY CONTACT INFORMATION
I.
INSTRUCTIONS & CHECKLIST
Initial the Yes eolumn or mark "N/A.. in the Not Applicable column. whichever is
ap ro riate.
Original document has been signedlinitialed for legal sufficiency. (All documents to be
signed by the Chairman, with the exception of most letters, must be reviewed and signed
by the Office of the County Attorney. This includes signature pages from ordinances,
resolutions, etc. signed by the County Attorney's Office and signature pages from
contracts, agreements, etc. that have been fully executed by all parties except the BCC
Chainnan and Clerk to the Board and ossibly State Officials.)
All handwritten strike-through and revisions have been inilialed by the County Attorney.s
Office and all other artics exec t the BCC Chainnan and the Clerk to the Board
The Chairman's signature line date has been entered as the date ofBCC approval of the
document or the final negotiated contract date whichever is a plicable.
"Sign here" tabs are placed on the appropriate pages indicating where the Chairman's
si nature and initials are re uired.
In most cases (some contracts arc an exception), the original document and this routing slip
should be provided to the Executive Mgr. in the BCC omee within 24 hours of BCC
approval. Some documents are time sensitive and require forwarding to Tallahassee within
a certain time frame or the Bee's actions are nullified. l3e aware of your deadlines!
The document was approved by the BCC ou I ,C (enter date) and all changes
made during: the meeting have been incorpora ed i the attached document. The
Count Attorne 's Office has reviewed the chan es, if a Iicable.
2.
3.
4.
5.
6.
16E2
ITEM NO.:
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RECEIVED
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DAre It{EOEI\tED:
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From:
Lyn M. Wood, C.P.M., Contract Specialist
Purchasing Department, Extension 2667
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FILE NO.:
PURCH.-':S!NG DE!";,
ROUTED TO:
DO NOT WRITE ABOVE THIS LINE
REQUEST FOR LEGAL SERVICES
Date:
March 13, 2009
To:
Office of the County Attorney
Attention: Jeff Klatzkow
Re: Contract: "Scheduled Chiller Maintenance Agreement"
Contractor: Southwest Florida Trane
BACKGROUND OF REQUEST:
This contract was approved by the BCC on January 13, 2009, Agenda
Item 16.E.2 as a Sole Source.
This item has not been previously submitted.
ACTION REQUESTED:
Contract review and approval.
OTHER COMMENTS:
Please return to Purchasing for signature after approval. If there are
any questions concerning the document, please contact me.
Thank you.
C: Damon Gonzales, Facilities Mgmt.
MEMORANDUM
16E2
DATE:
March 19, 2009
TO:
Lyn Wood, Contract Specialist
Purchasing Department
FROM:
Teresa Polaski, Deputy Clerk
Minutes and Records Department
RE:
"Scheduled Chiller Maintenance Agreement"
Contractor: Southwest Florida Trane
Enclosed, please find an original, referenced above (Agenda Item #16E2)
approved by the Board of County Commissioners on Tuesday, January 13,
2009.
An original Agreement is being held in the Minutes and Records
Department in the Official Records of the Board's
.
If you should have any questions, you may contact me at 252-8411.
Thank you,
Enclosures
16E
Southwest Florida Trane
6461 Topaz Court
Fort Myers, FL 33912
239-275-9420
888-484-9420 Toll Free
800-968-8252 Toll Free Service Dispatch
239-275-9775 Fax
WI1>W.tampabaytrane.com
_ TRAME"
Building Services
New - Scheduled Maintenance Agreement
MB-052308-1
Date:
March 5, 2009
Submitted Bv:
Mike Brousil
Prepared For:
Collier County Board of Commissioners
3301 E. Tamiami Trail Building
Naples, FL 33962
Service Location:
Multiple Service Locations
Southwest Florida Trane
16E2
. TRANE.
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MAINTENANCE AGREEMENT
This agreement, dated March 5, 2009, declares that Southwest Florida Trane, herein referred to
as "TBT", agrees to furnish services described in accordance with the "General Terms and
Conditions" and all other specifications provided as a part of this agreement. Further, this
agreement shall become effective only upon acceptance by CUSTOMER and approval by TBT.
1) SERVICE LOCATION: Services detailed herein will be performed on equipment located
and installed at multiple service locations. All prices listed per site are annual rates that
will be invoiced in quarterly amounts.
2) EQUIPMENT COVERAGE: Services detailed herein will be performed on the equipment
detailed in the tables below. Equipment may be added or deleted in writing as required by
customer:
Immokalee Jail
Price: $7,830
Mfr E:quiPl1leot Type Model Number Serial Number
Trane Air-Cooled Screw Chiller RTAA070 U02C03646
Trane Air-Cooled Screw Chiller RTAA070 U02C03647
Sheriff's Sneeial Onerations Price: $7,100
Mfr Equipment Type Model Nuinber Serial Number
Trane Air-Cooled Screw Chiller RT AA070 U07 J04599
Trane Air-Cooled Screw Chiller RTAC185 U07J04516
Trane Building Control Unit BMTX
Price: $3,400
Model NUmber Serial Number
CGAC40
Price: $4,300
Model Number Serial Number
RTAC
North Nanles Re<lional Park Price: $7,100
Mfr Equipment Type Model Number Serial Number
T rane Air-Cooled Screw Chiller RTAC170 U05F01767
Trane Air-Cooled Screw Chiller RTAC170 U05F01768
Collier Countv Main Plant Price: $24,550
Mfr Equipl1lenHype Model Number Serial Number
Trane Centrifugal Chiller CVHF077 L08B01080
Trane Centrifugal Chiller CVHF064 L03M08458
Trane Centrifuaal Chiller CVHE045 -
T rane Water-Cooled Screw RTHD U06E07825
Chiller
Trane Summit BCU BMlW
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
-1-
SWFT-NSCHED/2.0103010"f
Southwest Florida Trane
16[2
. TRANE.
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$
Co ler County Jail Price: 4,700
Mfr Eqllipm~ntTYPe Model Number Serial Number
Trane Water-Cooled Screw RTHC U02E04912
Chiller
Develo ment Services
Mfr Eq~ipme,,~ TyPJ!. .
Trane Air-Cooled Screw Chiller
Price: $4,300
Model Number Serial Number
RTAA125 U03009738
CIDB .Id"
P . $4 70
UI mo nce: , 0
Mfr EquiPm~ntType Model Nurnber Serial Number
Trane Air-Cooled Screw Chiller RTAC155 U02D04338
Trane Summit System BMTW -
Emerqencv Operations Price: 7,600
Mlr Eqllipmen~ Type Model Number. Serial Number
Trane Air-Cooled Screw Chiller RTAC300 U07K06195
Trane Air-Cooled Screw Chiller RT AC300 U07K06196
Trane Summit BCU BMTX
$
S hC
out ounty I rarv nce: . 00
Mlr Equipment Type Model Number Serial Number
Trane Air-Cooled Screw Chiller RT AA080 U07XXXXXX
Trane Air-Cooled Screw Chiller RT AA080 U07XXXXXX
L.b
p. $71
Also Includes:
1. All pumps for chilled and condenser water in all locations. Does not include tertiary
building pumps. Only includes pumps directly feeding the chillers, ice farm pumps,
and secondary pumps (main loop pumps).
2. Cooling towers at the main plant and jail.
3. Variable Frequency Drives on all chiller plant pumps and tower fans.
4. Standard Annual parts (oil and purge filters) on Water Cooled Chillers
3) MAINTENANCE PROGRAM: Scheduled Maintenance Agreement
a) EMERGENCY SERVICE: Emergency service and repairs are available on a 24-
hour-per-day basis and will be invoiced at the prevailing straight-time or overtime
contract rate.
b) REPLACEMENT PARTS & COMPONENTS: Parts and materials shall be
provided as authorized and invoiced extra to the contract price.
c) WRITTEN REPORTS: Written reports will be provided to the customer
representative following each regular inspection or emergency call.
d) PREFERENTIAL SERVICE AND AGREEMENT SERVICE RATE: This
agreement includes preferential service scheduling to the customer over non-
agreement customers. Any additional work outside of the scope and terms of
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 2-
8WFT-NSCHED/2,Q/030107
Southwest Florida Trane
16f2
. TRANE.
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this agreement will, upon customer acceptance, be scheduled on a priority basis
and charged a special "contract service rate". This "Contract Service Rate" is
offered to agreement holding customers, and is specified in the prevailing rate
schedule in effect at the time the work is performed. The rate and rate schedules
are subject to change with thirty (30) days written notice to customer.
e) SERVICE EDUCATION SEMINAR TUiTION DISCOUNT: Customers who accept
any Select Maintenance agreement or a Scheduled Maintenance agreement with
an inspection frequency of 4 (four) times per contract year or greater, are eligible
for a 50% discount on selected Service-Owner/Operator Seminars for customers
and their employees.
4) SCOPE OF SERVICES:
a) INSPECTION TYPE: Maintenance agreement inspections will be performed
based on the "Maintenance Schedule" portion of the "Inspection Detail" table
below. Details relating to the "Maintenance Schedule" are based on equipment
type and are provided as a supplement to this agreement.
InsDection Detail
Quantity Equipment Schedules
tt Air-Cooled Screw Chillers ROT-310, ROT-330
2 Air-Cooted Scroll Chillers SCR-21O, SCR-230
3 Centrifugal Chillers CTV-2] I, CTV-230
2 Water-Cooled Screw Chillers ROT-] 10, ROT-Itl
All (30+) Pumps-chilled and condenser PMP-IIO,PMP-tII
All Cooling Towers CLT-IIO, CLT-130
All Variable Frequency Drives MSC-I30
All Summit Controls
b) INSPECTION FREQUENCY: Coverage under this agreement includes one (1)
comprehensive annual inspection and five (5) periodic maintenance
inspection(s) per contract year.
c) ADDITIONAL CONTRACTED SERVICES AND FREQUENCY: Details of
additional services and/or coverage provided under this agreement are provided
in the "Additional Contracted Services" table below:
Additional Contracted Services
FreqIJency Service Specifications
Annually Condenser tube brushing. During comprehensive annual
inspection.
Annually Oil analysis, centrifugal and screw During comprehensive annual
chillers. inSDcction.
Annually Vibration analysis, water-cooled During comprehensive annual
chillers. inspection.
2X Annually Condenser coil cleaning. At six month intervals
d) CUSTOMER SPECIFICATIONS:
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 3-
SWFT-NSCHED/2.0/030107
Southwest Florida Trane
.rlE~f 2
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* Not Applicable
e) EXCLUSIONS: Additional to those items specificaily addressed in the "General
Terms and Conditions", the foilowing items are also excluded from coverage:
*
*
Any service not listed.
Evaporator tube brushing.
f) NOTES:
* Ail work is to be performed during normal business hours, Monday - Friday,
8am to 5pm.
5) EFFECTIVE TERM AND START DATE: The initial term of this Maintenance Agreement
shail be 1 (one) year(s) beginning on March 15, 2009. TBT will have no obligation to
Customer prior to approval of this Maintenance Agreement in writing as provided below
by an authorized representative of TBT.
6) SERVICE FEE: The above quoted fees are annual amounts and totai out to $82,680
annuaily for ail sites. Invoices wiil be issued in bi-monthly amounts of $13,780 and are
not required to be paid until the bi-monthly services are performed as outlined in the
"Scope of Services" and "Maintenance Program" sections hereof with respect to the items
listed in the "Equipment Coverage" section.
This proposal wiil remain valid until 3/31/2009, unless accepted by customer prior to this
date.
CUSTOMER ACCEPTANCE
SOUTHWEST FLORIDA TRANE ACCE
This proposal a d the "General T arms and Conditions" on
the next pag are hereby accepted:
Mike Brousil
Authorized Re esentativ ALUSC~
Tampa Bay ales, Inc.
dba I Southwest Florida Trane
Company
Authoriz d Representative
Collier County Board of
County Commissioners
Company
Donna Fiala, Chairman
Title
Account Executive
Titie
PRe;::s;-\~.".i'l
/V)a r<.... C\ S 2 ee, r1
Acceptance Date
ATTEST:
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Acceptance Date
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Item #
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Scl19!1",led Mill\l(el1ance Agreement: MB-052308-1
Coiliei.Colffity'Board of Commissioners
Dale
SWFT-NSCHEDf2.0/030107
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.Reed ~CSl
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Deputy Clerk
16E2
Southwest Florida Trane
. TRANE'
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COMPREHENSIVE ANNUAL INSPECTION SERVICE-Trane Centravac Chillers
GTV-211
1. Report in with Ihe Customer Representative.
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with the customer for operational problems and trends.
1. General Assembly
a} Check and record refrigerant level.
b) Calculate refrigerant loss and report to the customer.
c) Repair minor leaks as required (e.g., valve packing, flare nuts).
d) Check vanes for free and smooth operation.
e) Check mechanical linkages for wear.
f) Drop One condenser head and brush clean tubes.
2. Purge
a} Check purge unit controls for proper operation.
b) Check and clean purge drum as required.
c) Clean strainers or replace filters as required.
d) Check the purge compressor assembly for leaks as required.
e) Check the purge unit for proper operation.
3. Controls and Safeties
a} Verify all settings in the electronic control panel.
b) Inspect the control panel for cleanliness.
c) Inspect wiring and connections for tightness and signs for overheating and discoloration.
d) Verify the operation of the vane control system:
e) Verify the working condition of all indicator/alarm lights and LED/LCD displays.
f) Verify the operation of the oil sump temperature control device.
g) Test high condenser pressure safety device. Calibrate and record setting.
h) Test low evaporator temperature safety device. Calibrate and record setting.
i) Test low oil pressure safety device. Calibrate and record selling.
j) Test high motor temperature safety device. Calibrate and record.
k) Test operation of chilled water pump and condenser water pump starter auxiliary
contacts.
4. Lubrication System
a) Check oil for acid content and discoloration. Make recommendations to the customer
based on the results of the test.
b) Measure and record the oil pump voltage and amperage.
c) Verify the operation of the oil heater. Measure amps and compare readings with the watt
rating of the heater.
d) Change the oil filter.
e) Verify the oil level.
5. Motor and Starter
a) Clean the starter and cabinet.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Check condition of the contacts for wear and pitting.
d) Check contactors for free and smooth operation.
e) Check the mechanical linkages for wear, security, and clearances.
f) Check tightness of the motor terminal connections.
g) Meg the motor and record reading.
h) Verify the operation of the electrical interlocks.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 5-
SWFT-NSCHED/2.01030107
Southwest Florida Trane
16E2
. TRANE.
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MID-SEASON RUNNING INSPECTION-Trane Centravac Chillers
CTV-230
1. Check the general operation of the unit.
2. Log the operating temperatures, pressures, voltages, and amperages.
3. Check the operation of the purge unit.
4. Check the operation of the control circuit.
5. Check the operation of the lubrication system.
6. Check the operation of the motor and starter.
7. Analyze the recorded data. Compare the data to the original design conditions.
8. Review operating procedures with operating personnel.
9. Provide a. written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
COMPREHENSIVE ANNUAL INSPECTION SERVICE- Trane Water Cooled Screw Chillers
ROT-110
1. Report in with the Customer Representative.
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with customer for operational problems and trends.
1. General Assembly
a) Leak-test the chiller and report the leak check results.
b) Repair minor leaks as required (e.g. valve packing, flare nuts).
c) Calculate refrigerant loss rate and report to customer.
d) Drop one condenser head and brush clean tubes.
2. Controls and Safeties
a) Inspect the control panel for cleanliness.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Verify all settings in the electronic control panel.
d) Test the low oil pressure safety device. Calibrate and record setting. .
e) Test the high motor temperature safety device. Calibrate and record setting.
f) Test the operation of the chilled water pump and condenser water pump starter auxiliary
contacts.
g) Verify the setting of the current control device.
3. Lubrication System
a) Pull oil sample for spectroscopic analysis.
b) Test the oil for acid content and discoloration. Make recommendations to the customer
based. on the results of the test.
c) Change the oil filter, if required.
d) Verify the operation of the oil heater. Measure amps and volts and compare the
readings with the watt rating of the heater.
4. Motor and Starter
a) Clean the starter and cabinet.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Check tightness of motor terminal connections.
d) Check condition of the contacts for wear and pitting.
e) Check contactors for free and smooth operation.
f) Check the mechanical linkages for wear, security and clearances.
g) Meg the motor and record the readings.
h) Verify the operation of the electrical interlocks.
i) Measure voltage and record. Voltage should be nominal voltage ",10%.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 6-
SWFT -NSCHEDf2.0f030 1 07
Southwest Florida Trane
16E2
. TRANE.
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MID-SEASON RUNNING INSPECTION-Water Cooled Screw Chillers
ROT-130
1. Check the general operation of the unit.
2. Log the operating temperatures, pressures, voltages, and amperages.
3. Check the operation of the control circuit.
4. Check the operation of the motor and starter.
5. Analyze the recorded data. Compare the data to the original design conditions.
6. Review operating procedures with operating personnel.
7. Provide a written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
COMPREHENSIVE ANNUAL INSPECTION SERVICE-Air Cooled Screw Chillers
ROT-310
1. Report in with the Customer Representative.
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with the customer for operational problems and trends.
1. General Assembly
a) Inspect for leaks and report leak check result.
b) Repair minor leaks as required (e.g. valve packing, flare nuts).
c) Calculate the refrigerant loss rate and report the results to the customer.
d) Check the condenser fans for clearances and free operation.
e) Check tightness of condenser fan motor mounting brackets.
f) Check the set screws on the fan shafts.
g) Pressure wash condenser coils. (2X per year, six month intervals).
h) Verify the performance of the fan control inverter VFD, if applicable.
i) Grease bearings as required.
2. Controls and Safeties
a) Inspect the control panel for cleanliness.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Verify the working condition of all indicator/alarm lights and LED/LCD displays.
d) Test oil pressure safety device (as required). Calibrate and record setting.
e) Test the operation of the chilled water pump starter auxiliary contacts.
3. Lubrication System
a) Pull oil sample for spectroscopic analysis.
b) Test oil for acid content and discoloration.
c) Make recommendations to the customer based on the results of the test.
d) Verify the operation of the oil heaters.
4. Motor and Starter
a) Clean the starter cabinet and starter components.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Check the condition of the contacts for wear and pitting.
d) Check contactors for free and smooth operation.
e) Check all mechanical linkages for wear, security and clearances.
f) Verify tightness of the motor terminal connections.
g) Meg the motor and record readings.
h) Verify the operation of the electrical interlocks.
i) Measure voltage and record. Voltage should be nominal voltage ,,10%.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
-7 -
SWFT -NSCHED/2.0/030 1 07
Southwest Florida Trane
16E2
. TRANE.
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MID-SEASON RUNNING INSPECTION-Air Cooled Screw Chillers
ROT-330
1. Check the general operation of the unit.
2. Log the operating temperatures, pressures, voltages, and amperages.
3. Check the operation of the control circuit.
4. Check the operation of the lubrication system,
5. Check the operation of the motor and starter.
6. Analyze the recorded data. Compare the data to the original design conditions.
7. Review operating procedures with operating personnel.
8. Provide a written report of completed work, operation log and indicate any uncorrected
deficiencies detected.
COMPREHENSIVE ANNUAL INSPECTION SERVICE- Air Cooled Scroll Chillers
SCR-210
1. Report in with the Customer Representative.
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with the customer for operational problems and trends.
1. General Assembly
a) Inspect for leaks and report results.
b) Calculate refrigerant loss rate per EPA guidelines and report to the customer.
c) Repair minor leaks as required (e.g. valve packing, flare nuts).
d) Pressue wash condenser coils (2X per year, six month intervals).
e) Grease the condenser fan bearings, if applicable.
2. Controls and Safeties
a) Inspect the control panel for cleanliness.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Verify the working condition of all indicator/alarm lights, if applicable.
d) Test the operation of the low water temperature safety device. Calibrate and record
setting.
e) Test the operation of the low evaporator pressure safety device(s). Calibrate and record
setting.
f) Check programmed parameters of SCM/SMM control, if applicable.
3. Lubrication System
a) Check oil level in the compressor(s).
b) Test oil for acid content and discoloration. Make recommendations to the customer
based on the results of the test.
c) Verify the operation of the oil heater. Measure amps and compare reading with the watt
rating of the heater, if applicable.
d) Grease the condenser fan bearings, if applicable.
4. Motor and Starter
a) Clean the starter and cabinet.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Check the contactors for free and smooth operation.
d) Check the tightness of the motor terminal connections.
e) Meg the motor(s) and record readings.
f) Verify the operation of the electrical interlocks.
g) Measure voltage and record. Voltage should be nominal voltage 0>10%.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 8-
SWFT.NSCHED!2,O!030107
Southwest Florida Trane
16[ ").
. "~E. c::
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MID-SEASON RUNNING INSPECTION-Air Cooled Scroll Chillers
SCR-230
1. Check the general condition of the unit.
2. Check the operation of the control circuit.
3. Check the operation of the motor(s) and starter(s).
4. Log the operating conditions after the system has stabilized.
5. Analyze the recorded data. Compare the data to the original design conditions.
6. Review operating procedures with operating personnel.
7. Provide a written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
ANNUAL INSPECTION-Pumps
PMP-110
1. Report in with the Customer Representative
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with the customer for operational problems and trends.
1. General Assembly
a) Check motor shaft and pump shaft for alignment, if applicable.
b) Inspect the coupling for wear.
c) Verify that the shaft guard is in place and tight, if applicable.
d) Verify water flow through the pump.
e) Check for leaks on the mechanical pump seals, if applicable.
f) Verify proper drip rate on the pump seal packing, if applicable.
g) Verify smooth operation of the pump.
h) Provide a written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
2. Lubrication
a) Lubricate the motor bearings as necessary.
b) Lubricate the pump bearings as necessary.
3. Motor and Starter
a) Clean the starter and cabinet.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Meg the motor.
d) Verify tight connections on the motor terminals.
e) Check the condition of the contacts for wear and pitting, if applicable.
f) Check the contactors for free and smooth operation.
g) Verify proper volts and amps.
RUN INSPECTION-Pumps
PMP-111
1. Verify smooth operation of the pump.
2. Check for leaks on the mechanical pump seals, if applicable.
3. Verify proper drip rate on the pump seal packing, if applicable.
4. Provide a written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
- 9-
SWFT.NSCHEDf2.0!030107
Southwest Florida Trane
16E2
. TRANE.
'.J:ui:!ir>9'.;,o{..,,,:.,,,:,
COMPREHENSIVE ANNUAL INSPECTION-Cooling Towers
CLT-110
1. Report in with the Customer Representative.
2. Record and report abnormal conditions, measurements taken, etc.
3. Review customer logs with the customer for operational problems and trends.
1. General Assembly
a) STRUCTURE
1. Disassemble all screens and access panels for inspection.
2. Inspect the conditions of the slats, if applicable.
3. Inspect the condition of the tower fill.
4. Pressure clean fill and clean basins.
5. Inspect the condition of the support structure.
6. Inspect the condition of the basins (upper and iower) and/or spray nozzles.
7. Verify clean basins and strainer(s).
8. Verify the condition and operation of the basin fill vaive system.
b) MECHANICAL
1. Inspect belts for wear, cracks, and glazing.
2. Verify correct belt tension. Adjust the tension as necessary.
3. Inspect sheaves and pulleys for wear, condition, and alignment.
4. Inspect fan shaft and bearings for condition.
5. Inspect fan assembly for condition, security, and clearances. (e.g. blade tip
clearance).
2. Lubrication System
a) Lubricate motor bearings.
b) Lubricate fan shaft bearings.
3. Motor And Starter
a) Clean the starter and cabinet.
b) Inspect wiring and connections for tightness and signs of overheating and discoloration.
c) Check the condition of the contacts for wear and pitting.
d) Check the contactor(s) for free and smooth operation.
e) Meg the motor(s) and record readings.
f) Check disconnect terminal block for wear, tightness and signs of overheating and
discoloration.
g) Check the condition and operation of the basin heater contactor(s).
MID-SEASON RUNNING INSPECTION-Cooling Towers
CLT-130
1 . Check the general operation of the tower.
2. Verify clean basins and strainers.
3. Verify proper water level in the basin.
4. Verify proper operation of the water level control device.
5. Verify smooth operation of the fan(s).
6. Verify proper operation of the bypass valve(s), if applicable.
7. Review operating procedures with operating personnel.
8. Provide a written report of completed work, operating log, and indicate any uncorrected
deficiencies detected.
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
-10 -
SWFT-NSCHED/2.Qf030107
Southwest Florida Trane
16E2
. mANE.
f:U..'di,'CJ.'>'"''''''
VARIABLE FREQUENCY DRIVES
MAINTENANCE PROCEDURE
MSC-130
1. Report in with the CustDmer Representative.
2. Record and repDrt abnormal conditiDns, measurements taken, etc.
3. Review customer logs with the custDmer for Dperational problems and trends.
4. Clean the heat sink.
5. tnspect wiring and connections fDr tightness and signs of Dverheating and discDloratiDn.
6. Visually inspect panel fDr IDose Dr damaged parts Dr wiring; also check for any accumulation
of dirt and/Dr moisture.
7. Verify prDper Dperation of the unit.
8. Verify proper DC buss voltage.
SUMMIT BCU
MAINTENANCE INSPECTION
CNT-145
1. Report in with the Customer Representative.
2. Review customer reports with the customer fDr DperatiDnal problems and trends.
1. Controt Panet
a) Verify secure cDnnectiDns Dn all internal wiring, LAN, and cDmmunicatiDn links.
b) Back up prDgram and store Dn site in cabinet.
c) Check fDr IDDse Dr damaged parts or wiring.
d) Check fDr any accumulation of dirt or moisture. Clean if required.
e) Remove excessive dust from heat sink surfaces
f) Verify proper system electrical grounding.
g) Verify proper output vDltages on control panel power supplies.
h) Check LED IndicatiDns to verify proper operation of BCU transmit/receive activity on the
ARCNET LAN.
i) Verify that cards are seated and secured.
j) Check UCM wiring trunks and check for possible Error Code IndicatiDns
k) Verify the prDper Dperation Df critical cDntrDI processes and pDints assDciated with this
unit an make adjustments if necessary.
I) Check VDlatile memDry available
m) Cheek Non vDlatile memory available
n) Check PrDcessor idle time
D) Dump the BCU System DiagnDstic Array and Analyze
p) Run the BCU Mini-mDnitDr fDr each BCU tD check fDr any errDr statements and/or cDdes
q) Clean external surfaces Df the panel enclDsure.
r) Check mDdem DperatiDn, if applicable.
s) Verify CDrrect time and date.
t) Review Dperating procedures with Dperating persDnnel.
u) PrDvide a written repDrt Df cDmpleted wDrk, and indicate any uncDrrected deficiencies
detected.
Scheduled Maintenance Agreement: MB-052308-1
CDllier CDunty BDard Df CDmmissiDners
-11-
SWFT-NSCHEOf2.0/030107
General Terms and Conditions
Service & Repair and Maintenance Aqreements
R.l0EFF 04/0112007
The following "Terms and Conditions~ are attached to and made a part of the T8T
proposal for Service & Repair work and/or a Maintenance Agreement between the
named Customer and TBT. The combination shall constitute the Agreement
between the parties.
1. Proposal Validity. Unless otherwise indicated in the T8T proposal or if
customer acceptance is received prior 10, aU Service and Repair or Maintenance
Agreement proposals, inclusive of "Service Fee", scope, and all other details, will
remain valid until midnight of the 60th (sixtieth) calendar day following the dale of
creation of the proposal.
2. Term. The term of this agreement is one year beginning on March 15, 2009
and ending on March 14, 2010.
3. Maintenance Agreement Renewal, This contract may be renewed upon
mutual agreement of both parties.
4. Payment and Taxes. Except as may otherwise be provided in the TBT
proposal the following payment terms apply for the various types of work offered
by TBT: a) Service & Repairs: paymenl due in accordance with Chapter 218
Florida Statutes, also known as the "Local Government Prompt Payment Act"; b)
Scheduled Maintenance Agreements: "Service Fee" is due quarterly following the
receipt of invoice. Collier sacc is not required 10 pay any invoice if services are
n01 complete; Interest on unpaid balances may be charged by TBT in accordance
with Chapter 218, Florida Statutes, also known as the Local Government Prompt
Payment Act. Without liability to Customer, T8T may discontinue services
whenever payment is overdue. In addition to the stated "Service Fec., Customer
shall pay all taxes thai TBT is n01 legally obligated to pay. In case it becomes
necessary to place this account in the hands of an attorney for collections, the
above named applicant as well as the undersigned, agree to pay a reasonable
attorney's fee for making such collection as well as interest in accordance with
Chapter 218, Floirda Statutes, also known as the Local Government Prompt
Payment Act. If any legal action becomes necessary, such proceedings will be
conducted in Collier County, State of Florida.
5. Termination. This Agreement may be terminated by either party upon a
material breach by the other party of its obligations hereunder upon fourteen (14)
calendar day prior written notice to the breaching party and the failure of the
breaching party to cure the breach within such fourteen (14) day period.
Notwithstanding any termination, Customer shall remain liable to TST for any
amounts for services provided by T8T and not then paid.
6. Acceptance & Commencement. Customer acceptance shall be provided to
TBT in by one or all 01 the following methods: 1) TST receipt of a customer signed
copy of the proposal via postal delivery, facsimile, or other method; 2) Issuance of
a purchase order, to TBT, in an amount equal to the "service fee", referencing the
proposed scope of services, and/or referencing the entire term of the agreement.
Unless staled otherwise, TBT will commence delivery of selViee beginning the first
business day of the calendar month following initial customer acceptance. Upon
receipt of acceptance, TBT will assemble field personnel to schedule and
commence work based on the agreed scope
FM & FM Select Maintenance Agreements ONLY: FM & FM Select Maintenance
Agreements will be accepted by TBT only after the completion of a major annual
inspection by TBT. The cost of this inspection and any additional parts and labor
required to bring the equipment 10 industry standards will be paid by the owner at
prevailing rates. If Customer does not authorize such repairs, TBT may remove
the unacceptable Equipment from the "Equipment Coverage" and/or "Scope of
Services" sections of this Agreement and adjust the "Service Fee" accordingly, or
at the discretion of TBT, cancel this Agreement. This requirement may be waived
at the sole discretion of TBT if the unit has undergone initial startup within eighteen
month's or a TBT major annual inspection within 6 months 01 customer acceptance
of the agreement.
7. Performance. TBT shaH perform the services described in tho "Scope of
Services" and for Maintenance agreements, the "Scope of Services" and
"Maintenance Program. sections of this Agreement to the listed Equipment with
reasonable promptness in a workmanlike manner in accordance wilh industry
standards generally applicable in the area. Except as otherwise provided in writing
in "Scope of Services," services will be performed during TBT normal business
hours and any alter-hours services shall be billed separately according to then
prevailing overtime or emergency labor rales. The duty of TBT to perform under
this Agreement and the "Service Fee" are subject to the approval of the T8T credit
department, are subject to Events of Force Majeure, and are contingent upon the
ability to procure materials from the usual sources of supply. Upon disapproval of
the credit department or upon the occurrence of any such event as aforesaid, 1 BT
may delay or suspend performance or, at its option, renegotiate the "Service Fee~,
16E2
and/or terms and conditions with the Customer. If TBT and Customer are
unable to agree on such revisions, this Agreement shall be canceled without
any liability, other than Customer's obligation 10 pay for services rendered by
TBT up to the date of cancellation.
This Agreement presupposes that all major pieces of equipment are in
proper operating condition as of the date hereof. Services furnished are
premised on the Equipment being in a maintainable condition. If initial or
seasonal startup is included in the scope of service, or an inspection by T8T
prior to commencement of the services, indicates repairs are required, T8T
will provide a quotation for such repairs. if Customer does not authorize
such repairs, T8T may remove the unacceptable Equipment from the
"Equipment Coverage~ or "Scope of Services" sections of this Agreement
and adjust the "Service Fee" accordingly, or at the discretion of TBT, cancel
this Agreement.
With respect to equipment covered under an FM or FM Select Maintenance
Agreement, TBT shall be granted the authority to shut down equipment when
required to investigate or repair an observed operational problem. However,
TBT may not initiate the equipment shut-down without prior notification to the
customer.
DurIng the term of the agreement, TBT may elect to install, attach, or provide
portable devices (hardware and/or software) for execution of control and/or
diagnostic procedures on Customer owned equipment. Such devices shall
remain the exclusive and proprietary property of TST and shall in no event
become a fixture of customer locations. Customer shall not acquire any
Interest, title or equity in any hardware, software, processes, and other
intellectual or proprietary rights to devices used in connection with providing
service on Customer equipment. TBT maintains the right to remove such
items at its sole discretion.
8. Customer Obligations. Customer shali:
a. Provide TBT reasonable and safe access to all equipment;
b. Operate and adjust equipment according to OEM recommendations;
c, Reimburse T8T for services, repairs, and/or replacements performed
by TBT beyond the "Scope of Services~ or otherwise exduded
hereunder. Such reimbursement shall be at the then prevailing rates
for labor and prices for materials and may, at the option of TBT, be
subject to a separate wriUen agreement prior to its undertaking such
work; and
d. Unless water treatment is expressly induded in the TBT "Scope 01
Services' and/or "Additional Contracted Services", provide professional
caollng lower water treatment in accordance with reasonable
recommendations provided by TBT.
9. Exclusions. Unless expressiy included in "Scope of Services~,
"Equipment Coverage", and/or "Additional Contracted SeNices., the services
to be provided by T8T do not Include, and T8T shalf not be liable for, any of
the following:
a. Any guarantee of space conditions or system performance;
b. Inspection, maintenance, repair, replacement 01, or services for: chilled
water and condenser water pumps and piping; electrical dIsconnect
switches or circuit breakers; motor starting equipment and
interconnecting power wiring; recording or portable instruments,
gauges or thermometers; any pipe covering or Insulation containing
asbestos, or non-maintainable parts of the system such as unit
cabinets, shells, ductwork, electrical wiring, hydronic piping, structural
supports, boiler refractory material and shells, dampers sections, valve
bodies, storage tanks, and similar items; the appearance 01 decorative
casing or cabinets; damage sustained by other equipment or systems;
and/or any failure, maladjustment, or design deficiencies in other
equipment or systems;
c. Any system or machine shut-downs, failures, damages, or anomalies
caused by incoming utility service disturbances including alf electric
utility transients, swells, sags, or outages recorded by machine
controllers or automation systems,
d. Service calls, repairs or replacement of parts associated with
electrical power quality events or outages, low voltage, fuse or circuit
breaker failures, low water pressure, vandalism, misuse or abuse,
improper operation, unauthorized alteration of equIpment, accident,
negligence of Customer or others, damage due to freezing weather,
erosion or corrosion, water leaks, mold, calamity or maiicious acts;
e. Any damage or malfunction resulting from freezing, contamination,
corrosion or erosion on the water side of the equipment or if caused by
fouling, tube scale, or tube leaks;
I. Fumishing any items of equipment, material, or labor, or performing
special lests recommended or required by insurance companies or
federal, state, or local governments;
g. Systems modifications or upgrades to meet new codes, standards, or
regulations;
h. Failure or inadequacy of any structUfEl or foundation supporting or
surrounding the Equipment or any portion thereof;
Building access or alterations that might be necessary to repair or
replace Customer's existing equipment;
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
-12 -
SWFT-NSCHED/2,Of030107
j.
The normal function of starting and stopping the Equipment Of the opening
and closing of valves, dampers Of regulators normally installed to protect the
Equipment against damage;
Any responsibility for design or redesign of the system or the equipment, or
its obsolescence due 10 normal aging and wear;
Pre-existing coil conditions including partial coil blockage due to
accumulation of dirt over time;
Any services, claims, or damages arising out of Customer's failure to comply
with its obligations under this Agreement.
k.
m.
10. Water Treatment Services, Condenser Tube Bundle and Cooling Tower
Coverage. When T8T provides water treatment services ils responsibilities
associated with such services are as fonows: (a) Water Treatment Services
ONLY- TBT accepts no financial responsibility lor the Chiller's Tubes nor lor any
component of the Cooling Tower; (b) Scheduled Maintenance Agreement on
Chillers and Cooling Towers, and/or evaporative condensers - T8T accepts no
linancial responsibility lor the condenser and/or evaporative tubes or for any
component of the Cooling Tower; (c) FM or FM Select Maintenance Agreement on
Chillers, Evaporative Condensers, and Cooling Towers - TBT will only accept
financial responsibility for the condenser and/or evaporative tubes contained in a
Chiller or evaporative condenser, upon completion of an eddy current tube test,
performed under authority of TBT, for each tube included in every tube bundle,
within 30 days of the commencement of this agreement. Eddy current testing
performed outside of the authority of TBT must be evaluated and accepted by TBT
prior to acquiescence of financial liability. In either circumstance, TBT will have the
right to accept or decline financial responsibility lor those items not within proper
operating condition. TST will accept financial responsibility for the cooling tower
only upon completion a vibration analysis, performed under authority of TBT, of the
cooling tower fan and drive. Analysis performed outside of the authority of T8T
must be evaluated and accepted by TBT prior to acquiescence of financial liability.
In either circumstance, TBT will have the right to accept or decline financial
responsibility for those items not within proper operating condition. Under no
circumstances, will TBT assume financiai responsibility for the following Cooling
Tower components: basin, hot deck, spray assemblies, fill, structure, Ian hub, fan
blades, pipe, valves or make-up water valve or other waterside components which
are subject to corrosion and damage from normal use.
11. Warranties_ (a) Trane manufactured material supplied is warranted to be free
from defect in material and manufacture for a period of twelve months from date of
start-up or replacement and the TBT' obligation under this warranty is limited to
repairing or replacing the defective part at its option; (b) labor is warranted (to
have been properly performed) for a period of 90 days from completion and the
T8T obligation under this warranty is limited to correcting any improperly
performed labor; and (c) non-Trane equipment and/or parts are not warranted by
T8T and such warranties are extended to TBT by the respective manufacturer.
THE FOREGOING WARRANTIES ARE IN LIEU OF ALL OTHER
WARRANTIES, IMPLIED, OR STATUTORY, INCLUDING THE IMPLIED
WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE AND
MERCHANTABILITY. SELLER DISCLAIMS ANY LIABILITY FOR DAMAGES
OF ANY KIND ARISING FROM MOLD, FUNGUS, MICROBIAL GROWTH, OR
CONTAMINATION.
12. Indemnity and Liability. TBT and Customer shall indemnify, defend, and
hold each other harmless from any and all claims, actions. costs, expenses,
damages, and liabilities, including reasonable attomeys' fees, resulting from death
or bodily injury or damage to real or personal property, to the extent caused by the
negligence or misconduct of the indemnifying party, and/or its respective
employees or agents. If the parties are both at fault, the obligation to indemnify
shall be proportional to their relative fault. The duty to indemnify will continue in
fun force and effect, notwithstanding the expiration or early termination hereof, with
respect to any claims based on facts or conditions that occurred prior to expiration
or termination. This indemnity is subject to the limitations of Section 768.28,
Florida Statutes, with regard to Customer. NOT WITHSTANDING ANY
CONTRARY PROVISION, NEITHER PARTY SHALL BE LIABLE FOR
INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY NATURE WHETHER
CLAIMED UNDER CONTRACT, WARRANTY, NEGLIGENCE, STRICT
LIABILITY OR ANY OTHER LEGAL THEORY OR FACTS_ SELLER DISCLAIMS
ANY LIABILITY FOR DAMAGES OF ANY KIND ARISING FROM MOLD,
FUNGUS, BACTERIA, MICROBIAL GROWTH, OR ANY OTHER
CONTAMINANTS.
13. Asbestos and Hazardous Materials. TBT services expressly exclude any
identification, abatement, cleanup, control, disposal, removal, or other work
connected with asbestos or other hazardous materials (collectively, "Hazardous
Materials"). Should TST become aware of or suspect the presence of Hazardous
Materials, TBT may immediately stop work in the affected area and shail notify
Customer. Customer will be responsible for taking any and all action necessary to
correct the condition in accordance with all applicable laws and regulations.
Customer shall be exclusively responsible for any claims, liability, fees, and
penalties, and the payment thereof, arising out of or relating to any Hazardous
Materials on or about the premises, not brought onto the premises by TBT. TST
16E2
shall be required to resume performance of the services only when the
affected area has been rendered harmless.
14. Insurance. TBT agrees to maintain insurance in the following minimum
amounts during the Term: Commercial General Liability.. $1,000,000 per
occurrence, Automobile Liability n $1,000,000 CSL Workers Compensation -
- Statutory Limits. TBT shall supply Customer with a Certificate of Insurance
which indicates that Customer is an additional insured.
15. Force Majeure. TST shall not be considered to be in default hereunder
when a failure of performance is due to an Event of Force Majeure. An
"Event of Force Majeure" sharr mean any cause beyond the control of TST
and which, by the exercise of due diligence, TBT could not reasonably
foresee, avoid or overcome. Without limiting the foregoing, this includes: acts
of God, acts of terrorism, sabotage or attack; flood, earthquake, tornado,
storm, power quality events or outages, fire, civil disobedience, labor
disputes, labor or material shortages; restraint by court order or pubiic
authority (whether valid or invalid), and action or non-action by or inability to
obtain or keep in force the necessary governmental authorizations, permits,
licenses, certificates or approvals if not caused by the fault of TBT.
16. Services Other Than Listed in TBT Proposal or Maintenance
Agreement. The foilowing provisions shall also apply. (a) Required
restoration shall be performed by Customer at its cost prior to TBT being
obligated to perform hereunder; (b) any changes, adjustments, service, or
repairs made to the Equipment by any party other than TBT, unless
approved by TBT in writing, may, at the option of TBT', terminate all TBT
obligations to render further seNice to the Equipment so affected; in such
case no refund of any portion of the "Service Fee" shall be made; and (e)
Customer shall (i) promptly notify TBT of any unusual performance of
Equipment; (ii) permit only TBT personnel to repair or adjust Equipment
and/or controls during the Term; and (iii) utilize qualified personnel to
properly operate and maintain the Equipment in accordance with the
applicable operating manuals and recommended procedures.
17. General. This Agreement contains all of the representations and
understandings of the parties and supersedes all previous understandings,
commitments, or agreements, oral or written, related to the subject matter
hereof. If any part of this Agreement is deemed to be unlawful, invalid, void
or otherwise unenforceable, the rights and obligations of the parties shall be
reduced only to the extent required to remove the invalidity or
unenforceabiiity. Customer may not assign, transfer, or convey this
Agreement, or any part tlereof, without the written consent, which shalf not
be unreasonably withheld, of TBT. Subject to the foregoing, this Agreement
shall bind and inure to the benefit of the parties hereto and their permitted
successors and assigns. Except as provided for "Service Fee" adjustments,
no modifications, additions, or changes may be made to this Agreement
except in writing signed by both parties. This Agreement may be executed in
several counterparts, each of which when executed shall be deemed to be
an original, but all together shall constitute but one and the same
Agreement. A fully executed facsimile copy hereof or the several
counterparts shall suffice as an original.
18. Complete Agreement. This Agreement shall constitute the entire
Agreement between both parties and this Agreement may not be amended,
modified, or terminated except by a writing signed by the parties hereto. No
documents shall be incorporated herein by reference except to the extent
TBT is a signatory thereon.
Tampa Bay Systems Saies, Inc.
DBA/Tampa Bay Trane & Southwest Florida Trane
R.10EFF04/01/2007
Scheduled Maintenance Agreement: MB-052308-1
Collier County Board of Commissioners
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SWFT -NSCHED/2. 0/0301 07