Item Coversheet
ITEM 28.
Utilities - Consent

AGENDA ITEM REPORT

DATE:April  2, 2024 
DEPARTMENT:Utilities
REQUESTER:Pamela Keyes 
TITLE:Approve Single Source Purchase of Equipment & Parts for Treatment Facilities 

I.MOTION REQUESTED
 

A. Approve Single Source No. SS240218JBD for the purchase of Yokogawa manufactured parts, equipment, and materials for water and wastewater treatment plant operations, on an as needed basis from Classic Controls, Inc., in the not to exceed amount of $200,000.00.
B. Authorize the County Manager or designee to execute any documents necessary to utilize the single source purchase on behalf of the Board of County Commissioners.

II.ITEM SUMMARY
 

Secures Classic Controls, Inc. as the single source provider of Yokogawa equipment and parts to support flow meters, gauges, analyzers, digital controls, signal isolators, and displays for all water and wastewater treatment facilities. This equipment is used at all water and wastewater treatment facilities for chemical feed systems, process flow, and treatment monitoring which is required by the Safe Drinking Water Act and Florida Administrative Code. Classic Controls, Inc. is the only authorized distributor of Yokogawa parts and equipment in the State of Florida. Current expenditures are not to exceed $200,000.00. Total expenditures for the prior twelve-month period were $148,000.00.

III.BACKGROUND AND IMPLICATIONS OF ACTION
 A)Board Action and Other History
  

Procurement Management advertised Single Source No. SS240218JBD from February 21, 2024, to March 12, 2024, asking any firms with the ability to provide this service to contact Lee County. Procurement received no responses. Classic Controls, Inc. is the only authorized distributor in Florida to provide Yokogawa equipment and parts used by Lee County Utilities for flow systems and controls throughout the water and wastewater facilities.

 B)Policy Issues
  
 C)BoCC Goals
  
 D)Analysis
  

Classic Controls, Inc. is the only authorized distributor of Yokogawa parts and equipment in the State of Florida. This includes equipment and parts to support flow meters, gauges, analyzers, digital controls, signal isolators, and displays. This equipment is used at all water and wastewater treatment facilities for chemical feed systems, process flow, and treatment monitoring which is required by the Safe Drinking Water Act and Florida Administrative Code.

 E)Options
  
IV.FINANCIAL INFORMATION   
 A)Current year dollar amount of item:
$200,000
 B)Is this item approved in the current budget?Yes
 C)Is this a revenue or expense item?Expense
 D)Is this Discretionary or Mandatory?Discretionary   
 E)Will this item impact future budgets?
If yes, please include reasons in III(D) above.
No
 F)Fund: Utilities Operating and Capital Improvement
Program: Utilities
Project: Classic Controls Yokogawa Equipment and Parts
Account Strings: Various Operating and Capital Improvement  
 G) Fund Type?Enterprise   
 H)Comments:
 
V.RECOMMENDATION
 Approve  
VI.TIMING/IMPLEMENTATION
 
VII.FOLLOW UP
 
ATTACHMENTS:
DescriptionUpload DateType
2 - SS240218JBD - Single Source Justification Form - Classic Controls3/12/2024Backup Material
3 - Single Source Posting SS240218JBD3/12/2024Backup Material
REVIEWERS:
DepartmentReviewerActionDate
UtilitiesTucker, MaryApproved3/20/2024 - 10:49 AM
UtilitiesKeyes, Pamela Approved3/20/2024 - 12:23 PM
Budget ServicesGuttery, AngelaApproved3/21/2024 - 12:44 PM
Budget ServicesWinton, PeterApproved3/21/2024 - 1:50 PM
County AttorneySwindle, AmandaApproved3/21/2024 - 2:35 PM
County ManagerMora, MarcApproved3/26/2024 - 1:35 PM