Agenda 12/10/2019 Item #16C 4 (Sole Source Waiver Wastewater Treatment Facilities)12/10/2019
EXECUTIVE SUMMARY
Recommendation to authorize sole-source waivers for the purchase of equipment and services
needed to repair and maintain wastewater treatment facilities infrastructure in order to meet
demand and maintain compliance with Public Utility Department operations.
OBJECTIVE: To ensure that the Collier County Wastewater Division remain in regulatory and
operational compliance with Florida Administrative Code Chapter 62-600 (Domestic Wastewater
Facilities) and Chapter 62-610 (Reuse of Reclaimed Water and Land Application) as well as other local,
State and federal rules and regulations.
CONSIDERATIONS: On July 10, 2018, (Agenda Item 16.C.9), the Board authorized two single-source
waivers and 26 sole-source waivers for the purchase of equipment, including service parts, kits, interface
components, software, service and support for existing and replacement applications for a period of five
years.
Similarly, this agenda item recommends authorization of eight additional sole-source waivers specific to
wastewater treatment facilities coinciding with the same five-year period associated with the previously
Board-approved 2018 authorization.
The sole-source waivers apply to eight equipment vendors that exist throughout the Public Utilities
Department’s (“PUD”) two regional wastewater treatment plants and two sub-regional wastewater
treatment plants. This equipment requires regular maintenance to sustain 24/7 operations, meet customer
demand and stay in compliance with all regulatory agency requirements. Each item listed is required
because they are proprietary in nature and cannot be directly replaced with an alternate product. Using
replacement parts from unauthorized sources would void the product warranty. Further, existing
processes and structures are tailored to a product’s physical configuration, preventing alternate products
from being installed without significant rework. Sole-source waivers are required because each
item/service has only one supplier in the marketplace and/or is a proprietary technology. The sole-source
waiver forms and manufacturer’s letters are included as Attachment 1 and summarized below.
No. Category Item/Service Vendor Name Supplier Name
1 Wastewater Process
Equipment
Grit Removal
Equipment
Ovivo TSC Jacobs
2 Wastewater Process
Equipment
Clarifiers Ovivo TSC Jacobs
3 Wastewater Process
Equipment
Oxidation Ditch
Aerators
Evoqua Evoqua Water
Technologies
4 Wastewater Process
Equipment
Clarifiers Evoqua Evoqua Water
Technologies
5 Wastewater Process
Equipment
Traveling Bridge
Effluent Filtration
Evoqua Heyward
Florida Inc.
6 Wastewater Process
Equipment
Cloth Media Effluent
Filtration
Aqua
Aerobics
EnviroSales of
Florida, Inc.
7 Wastewater Process
Equipment
Screening and
Screenings Handling
Westech The Mack Co.
8 Wastewater Pumps
and Process
Equipment
Grit Pumping, Sludge
Pumping, Grit
Separation equipment
Trillium Flow
Technologies
TSC Jacobs
16.C.4
Packet Pg. 2044
12/10/2019
Engineering consultant AECOM Technical Services, Inc. performed a third-party assessment of the sole-
source products and their applications. AECOM’s findings and recommendations are included in
Attachment 2, “Assessment of Public Utility Department Sole-Source Products.”
Pursuant to Section Eleven, sub-paragraph 11 and Section 18 of the Collier County Procurement
Ordinance 2017-08, as amended, staff requests that the Board of County Commissioners find that it is in
the best interest of the county to waive competition and allow procurement of the products listed in
Attachment 1 as required to meet the PUD’s operational needs.
Staff intends to repeat this product assessment process approximately every five years to ensure that best -
value continues to be provided through changes in the market and technology.
FISCAL IMPACT: As and when needed, funds are available in the Collier County Water-Sewer
District Operating Fund (408) and the Wastewater User Fee Capital Fund (414). As the utility system
ages, the quantity o f materials purchased will vary depending on the actual repair/replacement needs.
Annual expenditures will be controlled by the Board-approved annual budget.
LEGAL CONSIDERATIONS: This item is approved as to form and legality and requires majority vote
for Board approval. -SRT
GROWTH MANAGEMENT IMPACT: This project meets current Growth Management Plan
standards to ensure the adequacy and availability of viable public facilities.
RECOMMENDATION: That the Board of County Commissioners, Ex Officio the Governing Board of
the Collier County Water-Sewer District, authorize the sole-source waivers included in Attachment 1 for
the purchase of equipment, including service parts, kits, interface components, software, service and
support for existing and replacement applications effective through September 30, 2023.
Prepared By: Tom Chmelik, Public Utilities Engineering and Project Management Division Director
ATTACHMENT(S)
1. Attachment 1 - PUD Sole Source Product Waivers (PDF)
2. Attachment 2 - AECOM letter (PDF)
16.C.4
Packet Pg. 2045
12/10/2019
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.C.4
Doc ID: 10893
Item Summary: Recommendation to authorize sole-source waivers for the purchase of equipment
and services needed to repair and maintain wastewater treatment facilities infrastructure in order to meet
demand and maintain compliance with Public Utility Department operations.
Meeting Date: 12/10/2019
Prepared by:
Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management
Name: Tom Chmelik
11/18/2019 4:56 PM
Submitted by:
Title: Division Director - Public Utilities Eng – Public Utilities Planning and Project Management
Name: Tom Chmelik
11/18/2019 4:56 PM
Approved By:
Review:
Public Utilities Operations Support Joseph Bellone Additional Reviewer Completed 11/19/2019 12:04 PM
Water Steve Messner Additional Reviewer Completed 11/19/2019 12:48 PM
Public Utilities Planning and Project Management Wayne Karlovich Additional Reviewer Completed 11/19/2019 1:29 PM
Procurement Services Opal Vann Level 1 Purchasing Gatekeeper Completed 11/20/2019 11:03 AM
Procurement Services Catherine Bigelow Additional Reviewer Completed 11/20/2019 4:11 PM
Procurement Services Sara Schneeberger Additional Reviewer Completed 11/20/2019 4:17 PM
Procurement Services Ted Coyman Additional Reviewer Completed 11/20/2019 4:33 PM
Public Utilities Department Drew Cody Level 1 Division Reviewer Completed 11/20/2019 5:06 PM
Public Utilities Department George Yilmaz Level 2 Division Administrator Review Completed 11/22/2019 9:08 AM
County Attorney's Office Scott Teach Level 2 Attorney Review Completed 11/22/2019 3:02 PM
Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 11/22/2019 3:17 PM
Office of Management and Budget Susan Usher Additional Reviewer Completed 11/24/2019 10:49 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 11/25/2019 8:23 AM
Budget and Management Office Ed Finn Additional Reviewer Completed 11/25/2019 9:52 AM
County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 11/25/2019 10:08 AM
Board of County Commissioners MaryJo Brock Meeting Pending 12/10/2019 9:00 AM
16.C.4
Packet Pg. 2046
ATTACHMENT 1 -WAIVER REQUEST FORM SUMMARY
Public Utilities Department Sole-Source Products -December 2019 Update
No. Category Item/Service Vendor Name Supplier Name
1 Wastewater Process Equipment Grit Removal Equipment Ovivo (fka EIMCO; Dorr Oliver) TSC Jacobs
2 Wastewater Process Equipment Clarifiers Ovivo (fka EIMCO) TSC Jacobs
3 Wastewater Process Equipment Oxidation Ditch Aerators Evoqua (fka Siemens; Envirex) Evoqua Water
Technologies
4 Wastewater Process Equipment Clarifiers Evoqua (fka Siemens; Envirex) Evoqua Water
Technologies
5 Wastewater Process Equipment Traveling Bridge Effluent Evoqua (fka DAVCO) Heyward Florida Inc. Filtration
Cloth Media Effluent Aqua Aerobics EnviroSales of 6 Wastewater Process Equipment Filtration Florida, Inc.
7 Wastewater Process Equipment Screening and Screenings Westech The Mack Co. Handling
Wastewater Pumps and Process Grit Pumping, Sludge Trillium Flow Technologies 8 Equipment Pumping, Grit Separation (fka WEMCO) TSC Jacobs
equipment
Page 1 of 1
16.C.4.a
Packet Pg. 2047 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Co�e-r County� Adminis tra tive Services Departrnent
Procurement Services Div1s1on Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik
Item/Service: Grit Removal Equipment
Historical
Countywide See * below Reque sted Thru 7/9/23Spend: date range:
[Z] Sole Source D Single Source
Division: PUD -EPMD
Vendor Name: Ovivo USA LLC'
Not to Exceed See ** belowper Fiscal Year: ____ _
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts? D Yes 0 No
[Z] Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the Grit Removal Equipment, including needed material, service parts, kits, interface
components, software, service and support for existing and replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes [Z] No If yes, provide the PCC number:. ___________________ _
16.C.4.a
Packet Pg. 2048 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): 0 Sole Source
0 Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
[Z) No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.? 0 Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used. 0 Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:-------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims. D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Ovivo ((formerly Eimco Water Technologires) and their local municipal agent, TSC-Jacobs, Inc., are
the only approved and authorized vendor that can produce and sell this grit removal equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Ovivo USA LLC, Ovivo is the sole manufacturer of the grit removal
equipment.
16.C.4.a
Packet Pg. 2049 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardizaUon process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were cu stom designed and constructed to
utilize Ovivo grit removal equipment. Any other type of grit removal equipment will require significant
engineering design, and construction of new custom constructed facilities to house this different type of
equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reason able: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
0 Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2050 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation renort should the comnlexitu duration and dollar amount of the nurchase be a hi"h risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
• Digllal!y signed by ChmelikTom Signature: Chm elik Tom Da\o,,01'.11.1'1"42,21
-05'00'
Daniel R. Signature: Rodriguez
Signature: Schneeberger$
ara
Dig�ally signed by Daoiel R. Rodrigue�
Date: 2019.11.19 14:34:19 -05'00'
Digitally signed by
Schneeberge!Sara
Date: 2019.11.20 09:20:00
-05'00'
D\,la"1""""""'cat""'"""' Signature: C t s· I ON ..... �.,a� • .,,.,.�,.,.eoo,,,y Qwammoal,<KF""""'""""' """""'· a 1ge ow =�::::-.��=·"°'·"'us
0 Approved D Requesting Additional Information D Requires RFlllntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval 0 Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2051 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
16.C.4.a
Packet Pg. 2052 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Co �er County� Administrative Services Department Procurernenl Services Division Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik
Item/Service: Clarifers
Historical
Countywide See * below Reque sted Thru 7/9/23Spend: date range:
[Z] Sole Source D Single Source
Division: PUD -EPMD
Vendor Name: Ovivo USA LLC,
Not to Exceed See ** below per Fiscal Year: ____ _
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Dves 0No
0 Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the Clarifier equipment including needed material, service parts, kits, interface
components, software, service and support for existing and replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes IZJ No If yes, provide the PCC number: ___________________ _
16.C.4.a
Packet Pg. 2053 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): 0 Sole Source
0 Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors. 0 No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc. ? 0 Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used. 0 Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable Jaws and provide documentation validating that claim.
D Single SourceD Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:-------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Ovivo ((formerly Eimco Water Technologies) and their local agent, TSC-Jacobs, Inc., are the only
approved and authorized vendor that can produce and sell this clarifier equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Ovivo USA LLC, Ovivo is the sole manufacturer of the clarifier
equipment.
16.C.4.a
Packet Pg. 2054 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize Ovivo clarifier equipment. Any other type of clarifier equipment will require significant engineering
design, and construction of new custom constructed facilities to house this different type of equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
l2l Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2055 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation renort should the comnlex/tu duration and dollar amount of the nurchase be a hinh risk
to the Countv.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original-warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or se rvices by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
Signature:
Signature:
Signature:
Signature:
0 Approved D Requesting Additional Information D
Procurement Comments:
Ch . k T Dlgltalty signed by Chmelik Tom mel1 om Da\e:2019.11.1311:05:39
-05'00'
Daniel R. Digijally signed by Daniel R.
Rodriguez Rodriguez
Date: 201g.11. 19 14:37:21 --05'00'
SchneebergerS Digitally signed by
SchneebergerSara
Date: 2019.11.20 09:22:04 ara ·05'00'
""'"'tj""""""'Callligofow C t B • I ON. oo-c" a;,.iow. o-e.,a.,. eo..11 a 1ge ow =··-··""""-"�-o""'il><o1h0Mobl(tolow@oo*�1(1<W ..... o=<Js
Oate,2015.11.20 09,40:4• -OS'OO"
Requires RFl/lntent to Sole Source
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval 0 Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2056 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
16.C.4.a
Packet Pg. 2057 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Co �er Count y � Adminis tra tive Services Departmen t
Proc urement Services Divis ion Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source Jetter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik
Item/Service: Oxidation Ditch Aerators
Historical Countywide See * below. Reque sted Thru 7/9/23Spend: date range:
[ZI Sole Source I O Single Source
Division: PUD -EPMD
Vendor Name: Evoqua Water Technologies
Not to Exceed See ** below per Fiscal Year: ____ _
0 One Time Purchase
Is there an agreement associated with this waiver to be reviewed by Contracts?
Dves 0 No
0 Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the Oxidation Ditch Aerator equipment including needed material, service parts, kits,
interface components, software, service and support for existing and replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes [ZJ No If yes, provide the PCC numb er : ___________________ _
16.C.4.a
Packet Pg. 2058 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): 0 Sole Source
[Z] Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distdbutors.
[Z] No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.? IZl Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
[Z] Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:-------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Evoqua Water Technologies and their local agent, Heyward, are the only approved and authorized
vendor that can produce and sell this Oxidation Ditch Aerator equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Evoqua Water Technologies, Evoqua is the sole manufacturer of the
Oxidation Ditch Aerator equipment.
16.C.4.a
Packet Pg. 2059 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize Evoqua Oxidation Ditch Aerator equipment. Any other type of clarifier equipment will require
significant engineering design, and construction of new custom constructed facilities to house this
different type of equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost tor
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
IZJ Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2060 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity. duration and dollar amount of the purchase be a high risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
. Ch . k T Olgitally signed t>y Chmelik Tom Signature: mel1 om Date:2019.11.1311:04:51
·05'00'
Daniel R.Signature: Rodriguez
Signature: SchneebergerS
ara
Dlg�ally signed by Daniel R.
Rod,iyuaz
Date: 2019.11.19 14:35:03 --05'00"
Digitally signed t>y
Schneet>ergerSara
Date: 2019.11.20 09:23:56
·05'00'
""'"'""""""l>JCatlliJ,tek>Y, Signatur e: Cat Bigelow:::::::::,'.:,,��.:::�::. """'llaoo1M,.,.b���<govnal,o=US Daloc:!<)!9.1\.:!000,0:39-0S'OO"
[Z] Approved D Requesting Additional Information D Requires RFl/lntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval 0 Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2061 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
WATER TECHNOLOG IES
Collier County
10500 Goodlette Road
Naples, FL 34109
ASR
EVOQUA WATER TECHNOLOGIES
Office 229-227-8711
Mobile 229-403-0445
Randy.Sowell@evoqua.com
1828 Metcalf Avenue
Thomasville, GA 31792 USA
Tel: +1 (229) 226-5733
Fax: +1 (229) 228-0312
Page 1 of 1
16.C.4.a
Packet Pg. 2062 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
cott"er County � Administrative Services Department
Procurement Serv,ce s Divisl0!1 Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik
Item/Service: Clarifers
Historical
Countywide See* below Spend:--------Requested Thru 7/9/23 date range:
[Z] Sole Source I D Single Source
Division: PUD -EPMD
Vendor Name: Evoqua Water Technologies
Not to Exceed See ** below per Fiscal Year:-----
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts?
0Yes 0No
0 Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the Clarifier equipment including needed material, service parts, kits, interface
components, software, service and support for existing and replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes [Z] No If yes, provide the PCC number: ___________________ _
16.C.4.a
Packet Pg. 2063 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): IZJ Sole Source
[Z] Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
[Z] No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc.?
IZJ Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
[Z] Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:-------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims. D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Evoqua Water Technologies and their local agent, Heyward, are the only approved and authorized
vendor that can produce and sell this clarifier equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Evoqua Water Technologies, Evoqua is the sole manufacturer of the
clarifier equipment.
16.C.4.a
Packet Pg. 2064 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain.why it is in the County's best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the co ntinued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize Evoqua clarifier equipment. Any other type of clarifier equipment will require significant
engineering design, and construction of new custom constructed facilities to house this different type of
equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintena nce or standardization.
0 Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2065 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexit'l duration, and dollar amount of the purchase be a high risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des,gnee
For Procurement Use Only:
Bigelow
Signature:
Signature:
Signature:
Signature:
. k T Digitally signed by ChmellkTom Chmel1 omoate:2019.,1.1311:04:21 ,05'00'
Daniel R. Digttally s)gned by Daniel R
Rodriguez Rodrigl.fez
Date: 2019.11.19 14:38:04 --05·00·
Sch neebergerS Digitally signed l}y Schneebergersara Date: 2019.11.20 09:24:57 ara -05'00'
Dtl"'l�o.lgno<IO'jc.tll;,i�ow s· t · C t s· I �.-... ,-.-·=·•,gna ure. a 1ge ow -... � ... -.. -·-"·�-..-..il<ca1ho, ... t.;,.-�.,....mt,o=US
o.to:i�19.11.W00:43:12 -OS'OO"
0 Approved D Requesting Additional Information D Requires RFl/lntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval 0 Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2066 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
evOQUA
WATER TECHNOLOGIES
Collier County
10500 Goodlette Road
Naples, FL 34109
To whom it may concern:
This is to confirm that Evoqua Water Technologies is the sole source for Envirex ™ Jet-Tech ™ and
DAVCO ™ systems.
Heyward is our Sales Representative in this area.
No one else is authorized to sell, solicit or manufacture our products in your area.
Evoqua is the sole source for trained and certified field service techs for our equipment.
Evoqua retains all drawings, structural calculations, and loadings for the Collier County WWTP equipment
provided by Evoqua Water Technologies.
If you should have any questions regarding this matter, please feel free to contact me.
Sincerely,
ie4«49 So«ldt
ASR
EVOQUA WATER TECHNOLOGIES
Office 229-227-8711
Mobile 229-403-0445
Randy.Sowell @evoqua.com
1828 Metcalf Avenue
Thomasville, GA 31792 USA
Tel: +1 (229) 226-5733
Fax: +1 (229) 228-0312 www.evoqua.com
Page 1 of 1
16.C.4.a
Packet Pg. 2067 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Co�er County� Administrative Services Department Procurement Service s Div1s1on Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source lefter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Wayne Karlovich
Item/Service: Traveling Bridge Filter Eqpt
Division: PUD -EPMD
Vendor Name: Evoqua
Historical
Countywide See * below Spend:--------
Requested 2019-2025 Not toExceed Thru?/9/23 date range: per Fiscal Year: ____ _
Is there an agreement associated with this
waiver to be reviewed by Contracts?
[Z] Sole Source I D Single Source D One Time Purchase
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Dves 0No
lZJ Multiple Purchases
Wastewater treatment process equipment including Evoqua Gravisand equipment including, all
components of traveling bridge filters, rails, electrical power and control panels, control panel
components, instrumentation, slotted pipe under drains, and sand media, gates, pumps, valves, and
pipes.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
0 Yes [Z] No If yes, provide the PCC number:. ___________________ _
16.C.4.a
Packet Pg. 2068 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): IZJ Sole Source
[Z] Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
[Z] No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenie nce, timeliness, etc.? IZl Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
[Z] Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Evoqua and their local agent, Heyward, are the only approved and authorized vendor that can
produce and sell this traveling bridge filtration equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing effluent filtration structures and can be installed with
minimal modifications. Other products that may meet our needs are available at increased costs as
they are not direct replacements and would require significant additional engineering and construction
costs to implement. Essentially we would need to prepare an engineering design to modify the existing
structure, and construct new facilities to accommodate the alternate equipment (such as structural
sup por ts, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Evoqua Water Technologies, Evoqua Water Technologies Corp. is the
sole manufacturer of the Gravisand Traveling Bridge Filter. Evoqua holds six different patents for the
Gravisand filter design.
16.C.4.a
Packet Pg. 2069 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendo r? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this product/service rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize traveling bridge effluent filtration equipment. Any other type of effluent filtration equipment will
require significant engineering design, and construction of new custom constructed facilities to house
this different type of equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate dir ect replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
0 Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed Gravisand filtration equipment, the county would be
obligated to buy any proprietary replacement parts and materials from Evoqua.
16.C.4.a
Packet Pg. 2070 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexity duration. and dollar amount of the purchase be a high risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application. or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50.000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
. C . k T Digitally signed by Chmelik Tom Signature: hmel1 om Date:2019.11.1311:05:19
Daniel R. Signature: Rodriguez
Signature: SchneebergerS
ara
...05'00'
Oig�ally signed by Danie!R.
Rodriguez Data: 2019.11.1914:35:51 --0s·oo·
Digi!al!y signed by
Schneebergersara
Date: 2019.11.20 09:27:21
-05'00'
O�b� <i!ln&d ltj C.I Bi[l<,l<w Signature: C t s· I ONc=atB;,olaw.oaColi�,c.,,.. a 1ge ow---····"·--··--•"'""""lh,rin,-.,,law@ool--"",o----t.JS Oolo:2019.11.2000:44,17-0S1>0'
12] Approved D Requesting Additional Information D Requires RFl/lntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval IZl Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2071 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
co1"er County� Administrative Services Department Proc uremenl Services DivislOfl Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik
Item/Service:AquaDiskFilters
Historical
Countywide See* below Spend:--------
Reque sted Thru 7/9/23 date range:
I{] Sole Source I D Single Source
Division: PUD -EPM D
Vendor Name: Aqua Aerobics Syst ems, Inc.
Not to Exceed See ** below per Fiscal Year: ____ _
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts? D Yes 0 No
[Z] Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the cloth media effluent filtration equipment including needed material, service parts, kits,
interface components, software, service and support for existing and replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes 0 No If yes, provide the PCC number: ___________________ _
16.C.4.a
Packet Pg. 2072 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): 0 Sole Source
[Z] Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this producf/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
[Z] No Comparable Prod uct or Service: Is there another vendor who can provide a similar producf/service, regardless of cost,
convenience, timeliness, etc .?
IZJ Prod uct Compatibility: Does this producf/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
[Z] Proprietary: Is this producf/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this producf/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number: -------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this producf/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Aqua Aerobics Systems, Inc. and their local agent, EnviroSales of Florida, are the only approved and
authorized vendor that can produce and sell this cloth media effluent filtration equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Aqua Aerobics Systems, Inc., Aqua Aerobics is the exclusive
manufacturer of the cloth media effluent filtration equipment.
16.C.4.a
Packet Pg. 2073 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this ven dor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use histoty and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this producUservice rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize Aqua Aerobics cloth media effluent filtration equipment. Any other type of cloth media effluent
filtration equipment will require significant engineering design, and construction of new custom
constructed facilities to house this different type of equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
IZJ Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2074 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation renort should the comn/exit" duration and dollar amount of the nurchase be a hinh risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
. C . k T Digitally signed by Cllme!lkTom Signature: hmel1 om Date:2019.11.1311:04:04
·05'00'
Daniel R. Digitally signed by Daniel R Signature: Rodriguez Rodriguez Date: 2019.11.19 14:38;44 --05'00'
Signature: SchneebergerS Digitally signed by
SchneebergerSara
Date: 2019.11.20 09:29:48
Signature:
ara ,05'00'
0�••<1f"90,,4 ..... C.I BsJelow C t B. I 00 "·""•-·=··=·• """'"'"'°ol, oo•P""'"™""°' s,,,,.1ec,;_ a 1ge ow ......... t!, .............. @<,>I ... .,.,. ...... =
Dol•;IOIG.1!.1009.-4$;11-05'00
0 Approve d D Requesting Additional Information D Requires RFl/lntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval 0 Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2075 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
--0-AQ!JA-AEROBIC SYS\F.,�d�,S;
September 25, 2019
To whom it may concern,
Aqua-Aerobic Systems Inc. is the exclusive manufacturer and supplier of the AquaDisk®
filter design and components whether for new construction or replacement parts. ,Further,
we are exclusively represented in the state of Florida by EnviroSales of Florida.
Sincerely,
Paul A. Nelson
Southeast Regional Manager
Aeration & Mixing I Biological Processes I Filtration I Membranes I Oxidation & Disinfection I Process Control I Aftermarket & Customer Service
6306 N. Alpine Rd. Loves Park, IL 61111-7655 p 815.654.2501 f 815.654.2508 www.aqua-aerobic.com
16.C.4.a
Packet Pg. 2076 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
cott"er County� Administrative Services Department Proc urement Services DivislO!l Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
RequesterName:Tom Chmelik
Item/Service: Fine Screening Equipment
Historical
Countywide See * below Spend: _______ _
Requested Thru 7/9/23 date range:
[Z] Sole Source I D Single Source
Division: PUD -EPMD
Vendor Name: WesTech Engin eerin g
Not to Exceed See ** below per Fiscal Year : ____ _
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts? D Yes 0 No
[Z] Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the Fine Screen Equipment (Fine Screen, Screenings Compactor), including needed
material, service parts, kits, interface components, software, service and support for existing and
replacement applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes [Z] No If yes, provide the PCC number: ___________________ _
16.C.4.a
Packet Pg. 2077 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below):
[Z] Sole Source
IZJ Only Authorized Vendor or Distributor: Is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors.
IZJ No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc. ?
IZJ Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/Vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
IZJ Proprietary: Is this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
D Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization:-------BCC Agenda Item number: -------D Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. D Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims. D Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Westech and their local municipal agent, The Mack Co., are the only approved and authorized
vendor that can produce and sell this fine equipment (Westech MEVA).
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter from Westech, Westech is the manufacturer of the Westech MEVA fine
screening equipment.
16.C.4.a
Packet Pg. 2078 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this producUservice rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize Westech MEVA equipment. Any other type of fine screening equipment will require significant
engineering design, and construction of new custom constructed facilities to house this different type of
equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it considered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
replacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
IZI Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2079 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexitv, duration and dollar amount of the purchase be a high risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Or des1gnee
For Procurement Use Only:
Bigelow
Signature:
. Ch . k T Digitally signed by Chmelik Tom Srgnature: mel1 om Date:2019.11.1311:06:53
-05'00'
Daniel R. Signature: Rodriguez
Signature: Schneeberger$
ara
Olgrtally slgoed by Daniel R. Rod1ig�ez
Date: 2019.11.19 14:36:34 -05'00'
Dig�ally signed by
SchneebergerSara
Date: 2019,11.20 09:31:42
-05'00'
o;,,1""'""""""'""!11i!lolow Signature: I Govam.,.,1, <><FP<w,,ro.,.., $or,-. Cat s·gelow �'"""'-='·=·• """Foa,11<no<1>���'l>W·""'•<r<1s o.oac2010.11.2000;,a;Ol.OSQO'
0 Approved D Requesting Additional Information D Requires RFlllntent to Sole Source
Procurement Comments:
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval IZI Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2080 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
October 1, 2019
To Whom It May Concern
Please accept this communication to confirm that The Mack Company is the exclusive vendor
for WesTech MEVA equipment and parts sales in the State of Florida and are charged with the
responsibility for all engineering related support on WesTech equipment and projects in their
assigned territory.
We appreciate your interest in our equipment and products. Please contact me if you have any
questions.
Best regards,
WesTech Engineering, Inc.
/"-.,/ .....
Grego�
National Sales Manager
WesTech Engineering, Inc. • 3665 South West Temple , Salt Lake City, Utah 84115 westech-inc.com
16.C.4.a
Packet Pg. 2081 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Cof.°eT County � Adm inis trative Services Department Procurement Serv,ces Division Instructions
Collier County
Waiver Request Form
Completed waiver requests accompanied by any associated backup documentation (sole source letter, business case, etc.) must be
submitted to the division's Procurement Strategist for any procurement, without competition, in excess of $3,000. Waiver requests
greater than $50,000 will require approval by the Board of County Commissioners.
Sole source refers to a procurement where the selection of one particular supplier to the exclusion of all others may be based on having
only one supplier in the market place, proprietary technology, copyright, patent, or a supplier's unique capability.
Single source refers to a procurement directed to one source because of standardization, warranty, geographic territory, or other factors,
even though other competitive sources may be available.
Requester Name: Tom Chmelik Division: PUD -EPMD
Item/Service: Grit & Sludge Pumps, Grit Classifiers Vendor Name: Trillium Flow Technologies
Historical
Countywide See * below Reque sted Thru 7/9/23
Spend: date range:
[Z] Sole Source D Single Source
Not to Exceed See ** below per Fiscal Year:-----
D One Time Purchase
Is there an agreement associated with this
waiver to be reviewed by Contracts?
Dves 0 No
[Z] Multiple Purchases
Description of Purchase: Enter a description of the item(s) that will be purchased under this waiver.
Purchase of the grit pumps, sludge pumps, and grit separation equipment, including needed material,
service parts, kits, interface components, software, service and support for existing and replacement
applications.
*As the utility system ages, the quantity of materials purchased will vary depending on the actual
repair/replacement needs.
**Annual expenditures will be controlled by the Board-approved annual budget.
Purpose: Describe in detail, the public purpose of the requested item(s) and why it is essential to County operations.
To ensure that the Collier County Water and Wastewater Division (the "Division") efficiently and cost
effectively remain in regulatory and operational compliance with Florida Administrative Code Chapter
62-600 (Domestic Wastewater Facilities), Chapter 62-610 (Reuse of Reclaimed Water and Land
Application) and Chapter 62-555 (Permitting, Construction, Operation and Maintenance of Public Water
Systems), as well as other local, State and federal rules and regulations.
Information Technology: Select Yes if the products/services are related to Information Technology. If yes, please provide the Purchasing
Compliance Code (PCC) number or email approval documentation.
D Yes IZJ No If yes, provide the PCC number:. ___________________ _
16.C.4.a
Packet Pg. 2082 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Justification: Identify the criteria that qualifies this purchase as a sole or single source. Select from the list below.
Check all that apply (if box is checked, please make sure to provide an explanation below): IZJ Sole Source
!Zl Only Authorized Vendor or Distributor: is this vendor the only vendor authorized to sell this product/service? If yes, explain
below and provide documentation from the manufacturer confirming claims made by the distributors. 0 No Comparable Product or Service: Is there another vendor who can provide a similar product/service, regardless of cost,
convenience, timeliness, etc. ? IZl Product Compatibility: Does this product/service provide compatibility with existing equipment that prohibits switching to
another comparable brand/vendor? If yes, provide the detailed explanation below, including what would occur if the other brand/vendor
were used.
!Zl Proprietary: /s this product/service proprietary? If yes, provide a detailed explanation below on how its use is restricted by
patent, copyright or other applicable laws and provide documentation validating that claim.
D Single Source
0 Standardization: Is this product/service part of a purchase that the County has already standardized on? If yes, please provide
the detailed information below.
Date of BCC Standardization: -------BCC Agenda Item number:-------0 Warranty: Is this the only vendor able to complete factory-authorized warranty services on County owned equipment? If yes,
provide the documentation verifying the warranty. 0 Geographic Territory: Is this vendor the only vendor authorized to sell this product/service in our region? If yes, provide
documentation from the manufacturer confirming those claims.
0 Other Factors: Any other reason not listed above, explain below.
Explain: How does this purchase meet the identified sole or single source criteria listed above?
1.Trillium Flow Technologies and their local municipal agent, TSC-Jacobs, Inc., are the only approved
and authorized vendors that can produce and sell this pumping and grit separation equipment.
2.There are other vendors that provide similar products, but none that provide a product with the
features, dimensions, connections and accessories that are interchangeable or otherwise compatible
with our specific installation.
3.This product is compatible with the existing structure and serve the treatment function required by
the wastewater treatment process design. Other products that may meet our needs are available at
increased costs as they are not direct replacements and would require significant additional engineering
and construction costs to implement. Essentially we would need to prepare an engineering design to
modify the existing structure, and construct new facilities to accommodate the alternate equipment
(such as structural supports, pipe connections, electrical/control connections, and SCADA integration).
4.Per the attached letter Trillium Flow Technologies is the sole manufacturer of the various WEMCO
pump and grit separation equipment.
16.C.4.a
Packet Pg. 2083 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
How was the decision made to use this vendor? Describe in detail if a formal standardization process was performed via
Procurement or if there is a historical precedence established for the use of the product, please explain purchase and use history and the
current level of County investment in the product.
The item/service listed exists in specific installations that require replacement, service parts, kits,
interface components, software, service and support to be procured in order to maintain 24/7
operations, meet demand and stay in compliance as stated in the Purpose.
AECOM's review and recommendations confirm the need for these items and services.
Explain why it is in the County's best interest to use this product/serv ice rather than issuing a competitive solicitation: What are
the benefits from the continued use? Are there costs that would be incurred if a different vendor/product was used? What would occur if
another brand/vendor was used?
The existing structure and wastewater treatment process were custom designed and constructed to
utilize WEMCO pumping and grit separation equipment. Any other type of pumping and grit separation
equipment will require significant engineering design, and construction of new custom constructed
facilities to house this different type of equipment.
Re-designing and modifying the installation to fit a different item is not cost-effective.
Explain how this pricing compares to other vendors/products and is it cons idered to be fair and reasonable: Provide information
on historical use and whether pricing has increased/decreased. If sole source and no other product is available, provide the cost for
addressing the needs via an alternate approach.
This is a sole source and no other alternate direct replacement product is available that will meet our
needs. Other products that may meet our needs are available at increased costs as they are not direct
rep lacements and would require significant additional engineering and construction costs to implement.
Will this purchase obligate the County to future ancillary products or services? Either in terms of maintenance or standardization.
0 Yes D No
If yes, explain what types:
All equipment wears as it is used and requires maintenance and replacement to keep the equipment in
operation. In order to maintain the proposed equipment, the county would be obligated to buy any
proprietary replacement parts and materials from authorized vendor.
16.C.4.a
Packet Pg. 2084 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
Market research and market alternatives: When was the last time a market evaluation was performed to determine if either the
technology or vendor offerings have changed? Based on the life expectancy of the product, when do you anticipate evaluating the market
again? Please attach a detailed market evaluation report should the complexitv duration and dollar amount of the purchase be a high risk
to the County.
The item/service listed is required in specific installations is required because they are proprietary in nature and fit in their
individual applications. Other sources cannot be used because they will not fit in the particular application, or because they
using different items would void the original warranty. Re-designing and modifying the installation to fit a different item is
not costeffective. The listed Sole Source suppliers are selected by the manufacturers to provide authorized parts and
service. AECOM's review and recommendations confirm the cost effectiveness of these items and services.
Staff intends to repeat this product assessment process approximately every five years to ensure that best-value continues
to be provided through changes in the market and technology.
It is a felony to knowingly and intentionally circumvent a competitive process for commodities or services by fraudulently
specifying sole source to obtain a benefit for any person or to cause unlawful harm to another. Florida Statute 838.22(2).
Requested by:
Division Director:
Department Head: Required if over $50,000
Procurement Strategist: Sara Schneeberger
Procurement Director: Catherine Ordesignee
For Procurement Use Only:
Bigelow
Signature:
Signature:
Signature:
Signature:
Signature:
IZI Approved D Requesting Additional Information D
Procurement Comments:
Ch 1. k T Digitally signed by Chmelik Tom me I o m ��,.���01s.11.1311:os:11
Daniel R. Digrnllly signed by Daniel R
Rodriguez Rodriguez
Date; 2019.11.19 14:39:25 -05'00'
SchneebergerS Digitally signed by
SchneebergerSara
Date: 2019.11.20 09:33:14 ara -05'00'
O.:,ltal� ... -byCal-"" C t s· I =-���--_,=,, a 1ge ow-.. ,-,.···---, .. -� .. •""'O=<alh,rinabigo-�f!l"'.OO!,e•US °""" 20,s.11.20 oo,wc0s -05"00"
Requires RFl/lntent to Sole Source
Date:
Date:
Date:
Date:
Date:
D Rejected
D Current FY __ Approval IZI Multi-Year Approval Start Date: 11/20/2019 End Date: 09/30/2023
16.C.4.a
Packet Pg. 2085 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
TRILLIUM
[I OW r £ C IINO L O GI F S'
12 August 2019
Collier County, Florida
North County Water Reclamation Facility (NCWRF)
Subject: Sole Source / Letter of Exclusivity
To whom it may concern:
Trillium Pumps USA SLC is the manufacturer of WEMCO®, Roto-Jet®, and WSP™ proprietary pumping
equipment. We are located in Salt Lake City, Utah, USA and our federal 1.0. number is 87-052-9231. Our
pumps are sold worldwide and we have a global network of contracted distributors and representatives.
Trillium Pumps USA SLC is the sole source for WEMCO® Torque-Flow® recessed impeller pumps; WEMCO®
Hydrogritter® grit separation systems; WEMCO® WSF ™ Screw-Flow centrifugal pumps; Weir Specialty Pumps
(WSP ™) Chop-Flow ™ chopper pumps, Self-Primer pumps, and Non-Clog pumps; and parts for all the
aforementioned pumping equipment.
Our product distribution channel is structured on an exclusive geographic basis. For municipal projects at
NCWRF, Collier County, FL, TSC-Jacobs, Inc. is our exclusive representative and distributor for all products
listed in the second paragraph. This applies to all new equipment sales as well as startups, testing, and
maintenance services provided by Jacobs Air Water Systems (JAWS), a sister company of TSC-Jacobs, Inc.
The companies can be reached as follows:
TSC-Jacobs, Inc.
11021 Countryway Blvd.
Tampa, FL 33626
813-888-5556
Jacobs Air Water Systems
11023 Countryway Blvd.
Tampa, FL 33626
813-854-2354
Thank you for the opportunity to serve you, and please do not hesitate to contact me if you have any questions.
�Joshua Jensen
Director, Municipal Sales & Marketing -Americas
1-801-389-1896
Joshua.jensen@trilliumflow.com
440 West 800 South
Salt Lake City, Utah 84101
USA
VALVES -PUMPS -SERVICES
www.trllllumftow.com 0: +1.801-359-8731
F: +1.801-355-9303
16.C.4.a
Packet Pg. 2086 Attachment: Attachment 1 - PUD Sole Source Product Waivers (10893 : WRF Waivers)
16.C.4.bPacket Pg. 2087Attachment: Attachment 2 - AECOM letter (10893 : WRF Waivers)