HomeMy WebLinkAboutAgreement_General_08/07/2015 VILLAGE OF TEQUESTA
CONTRACT FUR WATER PLANT CQMPUTER UPGRADE SERVICES
THIS CONTRACT is entered into, and effective, this ,�D'�day of August, 2015, by and
between the VILLAGE OF TEQUESTA,FLORIDA,a municipal cozporation with offices located
at 345 Tequesta Drive, Tequesta, Florida 33469, organized and existing in accordance with the
laws of the State af Florida, hereinafter "Villa e"; and INTEGRATION SERVICES, INC,, a
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Florida corporation with off'ices Iocated at 3022 Russet Pass,Lakeland,Florida 33801,hereinafter
'°Contractor".
WITNESSETH
The Village and the Contractor, in consideration of the mutual covenants contained herein
and for ather good and valuabie consideration, the receipt and sufficiency of which is hereby
acknowledged by both parties,hereby agree as follaws:
1. SCOPE OF SERVICES: The Village and the Contractor both hereby agree ta
enter inta this Contract whereby the Contractor shall provide technical services beyond normal
saftware and hardware warranty levels including the perfarmance of product maintenance,
traubteshooting and functianality enhancements for the Village's water plant computer system.
Pursuant to 3uly 1, 2013 carrespondence from Charlotte County, Florida, attached hereto as
Exhibit A,the Village is authorized to piggyback for the above referenced services off of Charlotte
County Contract 20130QQ307, which, pursuant ta 3une 29, 2Q15 correspondence from Charlott�
County, Florida, attached hereto as Eachibit B, was extended through September 30, 2016.
Charlotte County, Florida, Contract 2013000307 is attached hereto as Exhibit C and is hereby
incorporated into this Contract as if fully set forth.
2. C4MPENSATION: Pursuant ta Eathibit C, and in consideration for the abave
Scope of Services,pricing is as follows:
Work performed by a Project Manager—$135.40 per hour.
Work performed by a Field Service Technician—$12Q.00 per hour.
Work perfarmed by a Field Service Engineer—$124.(}0 per hour.
The Village shall pay the Cantractor after completion of the service,and within farty five(45)days
Page 1 of 4
of receipt of an invoice documenting the arnount due, in accordance with Exhibit C.
3. INSURANCE AND INl?EMNIFICATION: The Contractor shall provide proof
of workman's compensatian insurance and liability insurance in such amounts as are specified on
E�chibit e,shall name the�Tillage as an"additianal insured"on the liability portion of the insurance
policy. The Contractor shail at aIl times indemnify, defend and hold harmless the Village, its
agents, servants, and employees, fram and against any claim, demand or cause of action of
whatsoever kind or nature, arising out of error, ornission,negligent act,conduct, or miscanduct of
the Contractor, his/her agents, servants, or ernployees in the performance of services under this
Contract.
4. PUBLIC ENTITIES CRIMES ACT: As provided in Sec. 287.132-133,Florida
Statues,by entering into this Contract or perfarming any work in furtherance hereof,the Contractor
certifies that it,its affiliates,suppliers,subcontractors and consultants who will perform hereunder,
have not been placed on the convicted vendor list maintained by the State of Florida Department of
Management Services within thirty-six (36) months immediately preceding the date hereof. This
notice is required by Sec. 287.133{3)(a), Florida Statutes.
�. TERMIl�TATION; NOTICE: This Contract may be terminated by either party
upon thirty(30)days written notice to the other party, in accordance with Exhibit C. Notice shall
be considered sufficient when sent by certified mail or hand delivered ta the parties at the
following addresses:
Village Contractor
Village of Tequesta Integration Services, Inc.
345 Tequesta Drive 3022 Russet Pass.
Tequesta,Florida 33469 Lakeland,Florida 33813
Attn: Director of Utilities Attn: Brian Callahan,President
6. INDEPENDENT CONTRACTOR: It is spec�cally understood that the
Contractor is an independent contractor and not an employee of the Village. Bath the Village and
the Contractar agree that this Contract is not a contract far employment and that no relationship of
EmployeelEmployer or PrincipaUAgent is or shall be created hereby nor shall hereafter exist by
reason of the performance of the services herein provided.
Page 2 of 4
7. ATTURNEY'S FEES: In the event a dispute arises concerning this Contract, the
prevailing party shall be awazded attorney's fees, including fees on appeai.
8. CHOICE OF LAW; VENUE: This Contract shall be govemed and construed in
accordance with the laws of the State of Florida,and venue shall be in Palm Beach County should
any dispute arise with regazd to same.
9. AMENDMENTS AND ASSIGNMENTS: This Contract, all E�ibits attached
hereto, and required insurance certificates canstitute the entire Contract between both parties; no
mod�cations shall be made to this Contract unless in writing, agreed to by both parties, and
attached hereta as an addendum to this Contract. The Contractor shall not transfer or assign the
performance af services called for in the Contract without prior written consent of the Village.
10. INSPECTOR GENERAI.: Pursuant to Article XII of the Palm Beach County
Charter, the Off'ice af the Inspector General has jurisdiction to investigate municipal matters,
review and audit municipal cantracts and other transactions, and make reports and
recomrnendations to municipal governing bodies based on such audits, reviews or investigations.
All parties doing business with the Village shall fully cooperate with the inspector general in the
exercise of the inspector general's functions, authority and power. The inspector general has the
power to take sworn statements,require the production af records and to audit,monitor,investigate
and inspect the activities of the Village,as well as contractors and labbyists of the Viilage in order
to detect, deter,prevent and eradicate fraud,waste, mismanagement, miscanduct and abuses.
11. PUBLIC RECORDS: In accordance with Sec. 119.0701, Florida Statutes,
Contractor must keep and maintain this Contract and any other records associated therewith and
that are associated with the performance of the work described in the Scope of Services. Upon
request,Contractor rnust provide the public with access to such records in accordance with access
and cost requirements of Chapter 119, Florida Statutes. Further,Contractor shall ensure that any
exempt or conf'idential records associated with this Contract or associated with the gerformance of
the work described in the Scope af Services are not disclosed except as authorized by law. Finally,
Contractor shall retain the records described in this paragraph throughout the performance of the
work described in the Scope of 3ervices, and at the conclusion of said work and upon request,
transfer to the Village,at no cost to the Viilage,all such records in the possession of Contractor and
Page 3 of 4
destroy any duplicates thereof. Records that are stored electronically must be transferred to the
Village in a format that is compatible with the Vitlage's information technology systems.
IN WITNESS WHEREOF, the parties hereto have executed this Contract the date and
year first above written.
WITNESSES: INTEGRATION SERVICES,INC.
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Brian Caliahan,President
.
,_ _ {Corporate Seal)
VILI,AGE OF TEQUESTA
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ATTEST: Michael Couzzg,,-�ge Manage
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Lori McWilliams, MMC =���O ���.�,=
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Town Clerk = '•. INCOAPQRATED � =
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Page 4 of 4
Ch.2013-164 LAW3 OF FIARIDA Ch.2d18-164
lieu of written agreements for classes of contractual services; revising
terminology;creating s,287.136,F.S.;requiriug the Chief Financial Officer
to perform audits of eaecuted contract documents and to discuas such
audits with the agency of�cials;requiring the agency head to respond to
the audit;t�mending s.287.076,F.S.;providing that Project Management
Professionals training for personnel involved in managing outsourcings
and negotiations is aubject to annual appropriations; amending ss.
16.0155, 283.33, 394.457, 402.7305, 409.9132, 427.0135, 445.024,
627.311, 627.351, 765.5155, and 893.055, F.S.; conforming cross-refer-
ences;providing effective datea.
Be It Enacted by the Legislature of the State of Florida:
Section 1. Section 119.0701,Florida Statutea,is created to read:
119.Q7�1_.�gntracts,pubtic recqrds,—
i l�_ F4rR�[84��_¢f.�hi�.�ec�io�.�_�'���
iaZ_"(�ontractor° qn�.�U�3;1n iAd'1�icl►�t�. R�.�n�i�llip,�Qr�r�ti4n.,_fl[
bu.�in�����tx.tha.&_���c�i�o.e�•�s�.f�r..�nd���w�Lki�e.�l��e�.nsx
nnd i&nc_tin�_Qn_b�hatfpj�hep�biic a�en�cy As prQvided u�el S.�19M011(2�,
�Z_QPub�ic t►ge_nc�J' me�a$tate cQu�ty di�tric�aut�n•tv or muni-
cioal4ffi�,�r dey�rtmert�divisipc�bg�rci bure�u, commis�ion,o�oth�r
��psir�tg unit of�overnment_�eat�d or_�stablished by l�w.
�22__In addition tp other cor�tract requirements prc�vidrd by_Iaw,_each
publi�eencv contrac�for��rvj����r��]�1��provision�h�it r�quires the
gQ�r��tQr�cQt�p�y with public record.g lawF,�pecifically to:
�.a1�_..�e.p��_maitzt�_D..ub�ic__�eqr�s_that g�in�rity and n��sarity
wpuld�e required by the public agency in order to perform the r,�rvicc,
i6)_Provide the public with aCcess to public records on the same term;�and
�o�t_dit�jg�_that t�i��ublic_�n.�would provide the recordR and at n cost that
d�nst e�ed the c�at.p��i�s�.Shi�.s�R.t��r_�rpg QLl�sr�i.��.�ro�id�dbs
law,
{c1 _Ensure that publ�c rnrnrds that nre exempt or confidentinl and exempt
ftom put�lic recorcl:; di�ctosure requiremen�s are not._disclo�edgx�p�_�g
authorizpd�Xl�w�.
�dLMQet all r�quirement,�for retaining public re4'�rtis and transfcr,at no
c,��t�th�public agency all pubiic records in poss�§iqn of thP contrnctar
u.p�n_t.�[�1il�ti�.4i4�►_�.the c�ntract�y�_S�.s�'��PY_�nxSi���t..��Lk�li4 rgc�C��
that ar��Qxempt or c�nfidential and exempt from publir recQrds di§clr�sure
Fs4�ixg�n��►�,Ail res�orsl_H�tu�d�lec�rQ��s�lty m��t�i��rvvide�t�v S�s R�i�
agency in a format thAt is compatible with the information technology
systems oF th�Y►uklic.a�enc�+,
2
CODING:Words s6�ieke�e are deletions;wurds underluicil are additions.
Ch.2013-1b4 LAWS OF F'LORIDA Ch.2013-1b4
(3?_[f� c_4ntr.��tQr does nat comply wi4t� � Publi� n�cQ_rdr, �qut�s�_�h�
pt,kii�..�e��s��sh��nf�c�€�h�.�nt�st�._�i���s�, ance_wi[hthe
sott�t,
Section 2. Section 215.971,Florida Statutea,is amended to read:
215.971 Agreements funded with federal g�e�atate asaistance.—
�1� �An agency agreement that providea atate financiai assiatance to a
recipient or subrecipient, as thase terms are defined in s. 215.97, or that
provides federal financial assistance to a subrecipient, ae defined by
applicable United Statea O�ce of Management and Budget circulars,
�t►�.s� include�Qf the_.�pgj�:
(a�E}� A provision specifying a scope of work that clearly establishes the
tasks that the recipient or subrecipient is req�ired to perform„-a�
Lb�} A provision dividing the agreement into quanti5able units of
deliverablea that must be received and accepted in writing by the agency
before payment. Each deliverable must be directly related to the scope of
work and�es6 apecify the required minimum level of service to be performed
and the criteria for evaluatang the successfiil completion of each deliverable.
r� A�rovi'sion s�ecifying the financial consequen�$that Bpply if�i,e
recipient or,_subrecipient faila to perform.the minimum level 4�service
reqn_ir�i_�y tt�e__�,Qem�nt T�e_prov�sion can_b� excluded from Che
ag�eement onlx if financial.._go��qpen�es are pmhibite�i_ by the__f.e.dergl
agency awarding_th� gr�t.. Funda refunded_tg a state_�geu�y from a
recipient or su r�i i nt f4_r fai,�w��t ,�rform as requir�d.under th�
a�eement may be exp�nded only in direct aunnork of.the�I9�r�,jzQm
which the'aereement oriein,ated
�.d1__A_pmyision sp_erify_'�,n�that.a_recipient_or_�gbrec�ient of federal_or
state financial_aasistance may e�j)@Rt! Cunds onlv for_atlowable�osts
resulting from obligations incurred dg�the scecified aereement,periad.
(��_ �RTQ����-�s�Y���..Lh.���Y_b_a1�cg�_1�Q�liP.�t�fund$ wltich
hs�be�advanc��]or�i�must I�g�gfunded to t}�e state aeencv.
�_A provision��g��fvine that anv funds�ai��excese of the am4��
uhich�he,�c�ipi,.�n�_Qr.�1�brQ.cipie�S i�Sntitlesistuder�h�terms and condition�
�f tl�e a¢r�ement��.�����__�Q t}��state aeencv.
(g�py�ditioa�i 'il'armation r�quire�!pursu�nt�¢,G 215 97
(2} Fnr�p��ent fund�with federal or state financial assistan�e.
the.ctate ap�n�_sEhall d��,i�ate aq�gm�?�qygg�g�'uq ion a�a�,rant mana�er
who shall be r�ponsible for enfarcin�performance of the_�eement s terms
and�ondition� and who sh� �erve_��_.liaison_with the reGi�pient or
subreci�ient.
3
CODING:Worda et�ieken are deleti�ns,worcis underline�l tire ndditione�.
ADDFNUtJM
Public Records: In accordance with Sec. 119.0701, Florida Statutes, the Contractor
must keep and maintain this Agreement and any other records associated therewith and that are
assaciated with the performance of the work described in the Scope of Services. Upon request,
the Contractor must provide the public with access to such records in accordance with access and
cost requirements of Chapter 119,Florida Statt�tes. Further, the Contractor shall ensure that any
exempt or confidential records associated with this Agreement or associated w7th the
performance of the work described in the Scope of Services are not disclosed except as
authorized by law. Finally, the Contractor shall retain the records described in this paragraph
throughout the performance of the work described in the Scope of Services, and at the conciusion
of said work, transfer to the Village, at no cost to the Village, all such records in the passession
of the Contractor and destroy ariy duplicates thereof. Records that are stored electronically must
be transferred to the Village in a format that is compatible with the Village's information
technology systems.
1
Memorandum Utilities Department
To: Jody Forsythe, Finance Director
From: Sam Heady, Deputy Director of Utilities
Date: 7/15/15
Subject: Budget Cost Savings
SCADA computer system Water Plant
I respectfully present the following memorandum to the Council.
The water treatment plant has two (2) existing Supervisory Control and Data Acquisition
(SCADA) computers. The SCADA system allows for communication of systems with human
operators to control and monitor the water plant processes. These two stand alone computers
have become very problematic and obsolete. After speaking with the Village IT Director, the
decision was made to replace the two computers as quickly as possible due to the nature of the
problems. A laptop was purchased as well for remote access and programming.
The water plant will not operate without two highly functioning SCADA computers.
Cost for the computers and laptop: $5,300
Cost for integration and programming: $18,000
Budget cost saving will be used to perform the replacement and programming.
Village of Tequesta Date: 7/27/2015
Purchase Order Requisition Date Purchase Order is Req'd: 8/11/2015
(Not a Purchase Order) Department: Water Treatment Plant
*Revised November 14, 2011 Req. #:
Quotes Received: N/A (See Attached) Recommended Vendor: Vendor #:
Vendors Bids Integration Services, Inc.
Address: 3022 Russell Pass
Piggyback City: Lakeland
State & Zip: FL 33801
Comments:
This is a request for an Application Developer from Integration Services, Inc. to program two (2) new SCADA computers.
These computers control and monitor the Water Plant processes.
Piggyback onto Contract 2013000307
Manuf./ Available Balance
Item Description Part# Qty. Unit Price Total Cost Account # (Finance Use Only)
Application Developer 1 16,614.00 $ 16,614.00 401 - 242 - 546.320
$
$
$ -
Total: $ 16,614.00
Finance /Administrative Use Only:
The Department Director's /Designee's signature below certifies that (1) this purchase order requisition is complete and in compliance with the Village's
Purchasing Policies and Procedures and (2) all procurement requirement nave been satisfied.
Department Director/ Designee Signature: Date:
The Finance Department signature below certifies that (1) this requisi n has been approved by an authorized Department Director Designee, (2) that the
correct account numbers have been used and (3) there is adequate funding in the accounts listed.
Finance Signature: Date:
Village Manager Approval: Date:
Village Council Approval: Resolution #: Date:
VILLAGE OF TEQUESTA
CONTRACT FOR WATER PLANT COMPUTER UPGRADE SERVICES
THIS CONTRACT is entered into, and effective, this day of August, 2015, by and
between the VILLAGE OF TEQUESTA, FLORIDA, a municipal corporation with offices located
at 345 Tequesta Drive, Tequesta, Florida 33469, organized and existing in accordance with the
laws of the State of Florida, hereinafter "Village "; and INTEGRATION SERVICES, INC., a
Florida corporation with offices located at 3022 Russet Pass, Lakeland, Florida 33801, hereinafter
"Contractor ".
WITNESSETH
The Village and the Contractor, in consideration of the mutual covenants contained herein
and for other good and valuable consideration, the receipt and sufficiency of which is hereby
acknowledged by both parties, hereby agree as follows:
1. SCOPE OF SERVICES: The Village and the Contractor both hereby agree to
enter into this Contract whereby the Contractor shall provide technical services beyond normal
software and hardware warranty levels including the performance of product maintenance,
troubleshooting and functionality enhancements for the Village's water plant computer system.
Pursuant to July 1, 2013 correspondence from Charlotte County, Florida, attached hereto as
Exhibit A, the Village is authorized to piggyback for the above referenced services off of Charlotte
County Contract 2013000307, which, pursuant to June 29, 2015 correspondence from Charlotte
County, Florida, attached hereto as Exhibit B, was extended through September 30, 2016.
Charlotte County, Florida, Contract 2013000307 is attached hereto as Exhibit C and is hereby
incorporated into this Contract as if fully set forth.
2. COMPENSATION: Pursuant to Exhibit C, and in consideration for the above
Scope of Services, pricing is as follows:
Work performed by a Project Manager — $135.00 per hour.
Work performed by a Field Service Technician — $120.00 per hour.
Work performed by a Field Service Engineer — $120.00 per hour.
The Village shall pay the Contractor after completion of the service, and within forty five (45) days
Page 1 of 4
of receipt of an invoice documenting the amount due, in accordance with Exhibit C.
3. INSURANCE AND INDEMNIFICATION: The Contractor shall provide proof
of workman's compensation insurance and liability insurance in such amounts as are specified on
Exhibit C, shall name the Village as an "additional insured" on the liability portion of the insurance
policy. The Contractor shall at all times indemnify, defend and hold harmless the Village, its
agents, servants, and employees, from and against any claim, demand or cause of action of
whatsoever kind or nature, arising out of error, omission, negligent act, conduct, or misconduct of
the Contractor, his/her agents, servants, or employees in the performance of services under this
Contract.
4. PUBLIC ENTITIES CRIMES ACT: As provided in Sec. 287.132 -133, Florida
Statues, by entering into this Contract or performing any work in furtherance hereof, the Contractor
certifies that it, its affiliates, suppliers, subcontractors and consultants who will perform hereunder,
have not been placed on the convicted vendor list maintained by the State of Florida Department of
Management Services within thirty -six (36) months immediately preceding the date hereof. This
notice is required by Sec. 287.133(3)(a), Florida Statutes.
5. TERMINATION; NOTICE: This Contract may be terminated by either party
upon thirty (30) days written notice to the other party, in accordance with Exhibit C. Notice shall
be considered sufficient when sent by certified mail or hand delivered to the parties at the
following addresses:
Village Contractor
Village of Tequesta Integration Services, Inc.
345 Tequesta Drive 3022 Russet Pass.
Tequesta, Florida 33469 Lakeland, Florida 33813
Attn: Director of Utilities Attn: Brian Callahan, President
6. INDEPENDENT CONTRACTOR: It is specifically understood that the
Contractor is an independent contractor and not an employee of the Village. Both the Village and
the Contractor agree that this Contract is not a contract for employment and that no relationship of
Employee/Employer or Principal/Agent is or shall be created hereby nor shall hereafter exist by
reason of the performance of the services herein provided.
Page 2 of 4
7. ATTORNEY'S FEES: In the event a dispute arises concerning this Contract, the
prevailing party shall be awarded attorney's fees, including fees on appeal.
8. CHOICE OF LAW; VENUE: This Contract shall be governed and construed in
accordance with the laws of the State of Florida, and venue shall be in Palm Beach County should
any dispute arise with regard to same.
9. AMENDMENTS AND ASSIGNMENTS: This Contract, all Exhibits attached
hereto, and required insurance certificates constitute the entire Contract between both parties; no
modifications shall be made to this Contract unless in writing, agreed to by both parties, and
attached hereto as an addendum to this Contract. The Contractor shall not transfer or assign the
performance of services called for in the Contract without prior written consent of the Village.
10. INSPECTOR GENERAL: Pursuant to Article XII of the Palm Beach County
Charter, the Office of the Inspector General has jurisdiction to investigate municipal matters,
review and audit municipal contracts and other transactions, and make reports and
recommendations to municipal governing bodies based on such audits, reviews or investigations.
All parties doing business with the Village shall fully cooperate with the inspector general in the
exercise of the inspector general's functions, authority and power. The inspector general has the
power to take sworn statements, require the production of records and to audit, monitor, investigate
and inspect the activities of the Village, as well as contractors and lobbyists of the Village in order
to detect, deter, prevent and eradicate fraud, waste, mismanagement, misconduct and abuses.
11. PUBLIC RECORDS: In accordance with Sec. 119.0701, Florida Statutes,
Contractor must keep and maintain this Contract and any other records associated therewith and
that are associated with the performance of the work described in the Scope of Services. Upon
request, Contractor must provide the public with access to such records in accordance with access
and cost requirements of Chapter 119, Florida Statutes. Further, Contractor shall ensure that any
exempt or confidential records associated with this Contract or associated with the performance of
the work described in the Scope of Services are not disclosed except as authorized by law. Finally,
Contractor shall retain the records described in this paragraph throughout the performance of the
work described in the Scope of Services, and at the conclusion of said work and upon request,
transfer to the Village, at no cost to the Village, all such records in the possession of Contractor and
Page 3 of 4
destroy any duplicates thereof. Records that are stored electronically must be transferred to the
Village in a format that is compatible with the Village's information technology systems.
IN WITNESS WHEREOF, the parties hereto have executed this Contract the date and
year first above written.
WITNESSES: INTEGRATION SERVICES, INC.
Brian Callahan, President
(Corporate Seal)
VILLAGE OF TEQUESTA
ATTEST: Michael Couzzq,Xillage Manage
6 + Yl. ✓vii _ _ _ �" �, •' • • •!•�,
Lori McWilliams, MMC = � SE L ;y
Town Clerk = INCORPORATED
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Page 4 of 4
THE VILLAGE OF TEQUESTA
PIGGYBACKING CHECKLIST
Instructions: This form is to be completed for any purchase of goods, or contract for services where the Village
will utilize a contract competitively bid by another governmental agency (i.e. "Piggyback ").
Department: Water Treatment Plant Date: 27- Jul -15
Item /Service Application Developer to program 2 new SCADA Computers at WTP
Vendor /Service Provider Integration Services, Inc.
State Contracl 2013000307 Other Governmental Agency
*Chapter 287, F.S.
If box beside "Other Governmental Agency" is checked above, complete the remainder of this form.
1 Governmental Agency Charlotte County
YES NO
Is the contract current? Effective date: Oct. 1, 2015 Expiration
2 Date: Sept. 30, 2016
0
3 Was item /service bid out in compliance with the Village's Purchasing Policies & Procedures?
Is the price that the Village will receive by piggybacking equal to the price obtained by the agency
4 named above?
5 Does the contract contain an assignability clause?
If the answer to question # 5 is no, has the governmental agency given the Village permission to
6 piggyback on the the contract?
0
7 Has the vendor /service given the Village permission to piggyback on the contract?
Department Head Signature Date 40
7
3022 Russet Pass Advanced Process to on 1806 Asher Road
Lakeland FL 3381 Lakeland, FL 33813
Phone: (863)647 -3133 Phone: (863) 647-3133
Cell: (863)409-7339 Fa (863) 647-3133
Mir 13, 2015
To: Village Of Tequesta
Utility Department
901 N. Old Dixie Hwy.
Tequesta, FL 33469
Attn: Mr. Sam Heady, Deputy Utility Director
Subject: SCADA Server Software & Hardware upgrade
Ref: Village of Tequesta WTP, SCADA System Software Upgrade project.
ISI Proposal E2015-50.
Mr. Heady
Integration Services, Inc. (ISI) is pleased to provide this proposal for the above referenced
Wonderware based SCADA system upgrade project. Integration Service will provide system
integration services that meet the scope of work define in this proposal as per the meeting of June 10,
2015 with the Village of Tequesta information technologies and utility personnel.
The scope of work defined in this proposal is required for Integration Services to effectively and
efficiently create the new Wonderware SCADA software environment and upgrade each of two
SCADA System InTouch development and redundant twin servers operating at the Village of
Tequesta Water Treatment Plant.
Integration Service personnel will work with the Village of Tequesta Information technologies and
A
Utilities department personnel to create the new SCADA Systerrf
§ystem. This method of conversion is referred to as parallel systeqmepl�om�ent. Each o �the serve rs
will be converted one at a time by putting new work station computes in service with current operating
systems (Windows 7 Professional) and the upgraded versions of the Wonderware SCADA software.
ISI will implement the new SCADA software upgrade project employing the standards already installed
and accepted at the Village Of Tequesta Water Treatment Plant. Integration Services proposed scope
of work will be as follows.
SCADA
Village of Tequesta Upgrade
SCOPE OF WORK
Eguipment and Software
Integration Services (ISI) will not be furnishing any hardware or third party software content for
this project.
The Village of Tequesta Utilities department will supply two new workstation class computers with
adequate PCI ports and slots to support the new Allen Bradley DH+ communication cards and the
new Remote Voice annunciation communication cards required for this project. The two new work
station computers will be loaded with the Windows 7 Professional 64 bit operating system. Care
must be taken to ensure that no version of Net Frame works greater than 3.5 be loaded on the
new computers prior to loading and configuring the Wonderware software components. The new
work station computers will have one Ethernet communication port and spare slots to support the
installation of one additional Ethernet card for future SCADA system upgrades.
The Village of Tequesta will also supply all software packages and software licenses required to
facilitate the upgrade of the existing SCADA system applications to the Windows 7 Professional
64 bit operating system environment. The software packages required are:
1. Windows 7 Professional operating systems for each Work Station.
2. Wonderware 2014 InTouch process visualization software.
3. Wonderware 2014 DAServer components for Allen Bradley DH+.
4. Winn 911 version 7.
5. XI-Reporter version 10.
6. Microsoft Office 2010. (Excel & Word)
The existing installed PLC systems at the Village of Tequesta Water Treatment Plant will not be
changed or modified in any way to support the upgrade of the existing SCADA system
Development and Redundant work station computer or the software they execute in providing
SCADA system functions,
Panel equip et
Integration Services (ISI) will not be furnishing any control panels, PLC equipment or control panel
equipment of any kind under this proposal.
21
................................. ....
Village of Tequesta — SCADA Upgrade
Engineering Integration Services
Engineering and integration services provided shall include the following:
1) Engineering and Confi qgLqtiorr
a) Load and configure all required Wonderware software components. Load and upgrade the
existing Village of Tequesta InTouch graphics application.
b) Load and configure the required DH+ DAServer components.
c) Load and configure all XLReporter process reporting software.
d) Load the new Winn 911 remote annunciation software and convert the existing SCADA
Alarm notification configuration to Winn 911.
2) Testing and Installation:
a) Field installation of the new Development and Redundant SCADA work stations.
b) Testing of Upgraded Development and Redundant InTouch or Stations.
c) Testing of the XL Reporter production reporting software.
d) Testing of the converted remote notification system.
3) Onsite Services
a) Coordination of services with the owners operations and maintenance personnel to ensure
a seamless transition from the old work stations to the new units.
4) Warranty services
a) Warranty and Maintenance service for 90 days after installation.
Note:
Any unforeseen InTouch configuration and or programming changes required to make the SCADA
system software Work in the new operating system environment will be considered additional services
and billed at ISI's current on demand services rates.
3
VHlage of Tequesta SCADA Upgrade
PRICING AND DELIVERY
Pricing for the defined scope of services is provided as a fixed fee price. The project will
commence upon receipt of the customers written purchase order. ISI request payment of 70% of
the total upon delivery of the up graded work stations to the client site for installation. The
remaining 30% of the total will be due upon completion of a 30 day acceptance period.
ISI's total price for the execution of this project is:
Price ....... ................... ............................... $16,614.00 Net
This proposal shall be valid for ninety (90) days from proposal date.
This proposal is confidential to Integration Services, Inc. for the express purpose of bidding the
subject project. The information herein may not be disclosed to any other parties without the prior
written permission of Integration Services, Inc
41
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Brian Callahan
Integration Concepts, Inc
Wonderware Southeast - Richmond Application Server 3.1
CS10296 S1306253 03131110
' 1 I DATE (MM /DDIYYYY)
ACC7R� CERTIFICATE OF LIABILITY INSURANCE
07/21/2015
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the
certificate holder in lieu of such endorsement(s).
PRODUCER CONTACT
NAME: Jessie Clemons
LaPlante Agency PHONE FAX
2715 State Rd 580 E C. No E : (727)796-8566 ac No) (727)791 -1412
Clearwater, FL 33761 ADDRESS: jessie@laplanteagency.com
License #: A149680 INSURERS AFFORDING COVERAGE NAIC#
INSURER A: Northfield Insurance Compan
INSURED INSURER B: MAPFRE Insurance Company Of Florida
Integration Services Inc INSURER C: Torus National Insurance Compan
3022 Russet Pass INSURER D : Florida Citrus Business & Industries Fund
Lakeland, FL 33812 INSURER E: Executive Risk Indemnity Inc
INSURER F:
COVERAGES CERTIFICATE NUMBER: 00000000 -0 REVISION NUMBER: 25
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR TYPE OF INSURANCE ADDL SUER POLICY EFF POLICY EXP LIMITS
LTR WV POLICY NUMBER MM/DD/YYYY MM/DD
A X COMMERCIAL GENERALLIABILITY Y WS1116311 12131/2014 12131/2015 EACHOCCURRENCE $ 1, 000,000
CLAIMS -MADE DAMAGE TO RENTED
X OCCUR PREMISES Ea occurrence $ 1
MED EXP (Any one person) $_ 5,000
PERSONAL & ADV INJURY $ EXCLUDED
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2, 000,000
X POLICY n PRO- n LOC PRO _ EXCLUDE
I IJECT __. _
OTHER: $
B AUTOMOBILE LIABILITY 4150120007280 12/31/2014 12131/2015 ( C E O , acccid.n SINGLE LIMIT $ 1 0 00 000
ANY AUTO BODILY INJURY (Per person) $
ALL OWNED SCHEDULED
ALIT OS X UTOS BODILY INJURY (Per accident) $
A
NON -OWNED PROPERTY DAMAGE $
X HIRED AUTOS X AUTOS Per accident
C UMBRELLA LIAB OCCUR 87201E131ALI 12/31/2014 12/31/2015 EACH OCCURRENCE $ 1,000,000
X EXCESS LIAB FX CLAIMS -MADE AGGREGATE $ 1,000,000
DED RETENTION $ $
D WORKERS COMPENSATION AND EMPLOYERS' LIABILITY 10651140 12131/2014 12/31/2015 X STATUTE ER
ANY PROPRIETOR/PARTNER/EXECUTIVE YIN E.L. EACH ACCIDENT $ 1,000,000
OFFICER/MEMBER EXCLUDED? ❑ N I A
(Mandatory in NH) E.L. DI SEASE - EA EM PLOYEE $ 1,000,000 describe under
If DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000
A Contents WS110638 12131/2014 12/31/2015 Ded $1000 /5% 30,000
E Professional Liab 82344107R2014 12131/2014 12/31/2015 Each Claim /Agg 1,000,000
DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
Village of Tequesta is included as Additional Insured with regard to General Liability.
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
Village of Tequesta ACCORDANCE WITH THE POLICY PROVISIONS.
345 Tequesta Drive
Tequesta, FL 33469 AUTHORIZED REPRESE TATIVE
JLC
@ 1988 -2014 ACORD CORPORATION. All rights reserved.
ACORD 25 (2014/01) The ACORD name and logo are registered marks of ACORD
Printed by JLC on July 21, 2015 at 09:27AM
-Y
.„ 2013
July 1, 2013
David Harris, Project Manager
Integration Services, Inc.
645 E. Alexander Street
Plant City, Florida 33563
Re: Contract 2013000307 — Wonderware /SCADA Support Services
Dear Mr. Harris:
Please accept this letter as authorization from Charlotte County for Integration Services,
Inc. to make available to all government agencies, departments, and municipalities the
above contract in accordance with the same prices, terms, and conditions. It is
understood that each governmental entity will establish its own contract with your firm,
place its own orders, be invoiced therefrom and make its own payments in accordance
with the terms of the contract established between the governmental entity and your
firm. It is also hereby mutually understood and agreed that Charlotte County is not a
legally bound party to any contractual agreement(s) made between your firm and any
local entity other than Charlotte County Board of County Commissioners.
If you have any questions, please feel free to contact the Charlotte County Purchasing
Division at 941 - 743 -1374.
Sincerely,
f enio berly A. Corbett, C.P.M., CPPB
Division Manager — Purchasing
18500 Murdock Circle, Suite 344 ( Port Charlotte, FL 33948 -1068
Phone: 941.743.1378 I Fax: 941.743.1384
Board of County Commissioners
ry�
Request r Quotation Date 05/22/13
` THIS IS NOT AN ORDER
Page: 1 of 9
RFQ #2013000307
Charlotte County Purchasing Division Contact Person: Carole A. Smith, CPPB
18500 Murdock Circle, Room 344 Senior Contract Specialist
Port Charlotte, Florida 33948 -1094 Contact Phone: 941.743.1373
Contact Email: e�,r a1.1 -rifer zr ttof8. a i
FAX: 941.743.1384 Reply No Later Than: June 12, 2013 @ 3:00 p.m. (EST)
Scope of Services
WONDERWARE /SCADA SUPPORT SERVICES
PURPOSE: It is the intent of Charlotte County to secure the services of a firm capable of providing services specific to its
Utilities Plant Wonderware /SCADA operations as described within the Scope of Services.
QUOTE PRICESITERMS OF CONTRACT: Quoters shall quote unit prices, F.O.B., Destination. The prices quoted shall
include Contractor's costs for all transportation, labor, materials and equipment used in delivering said materials and
services. The term of this contract shall be from date of award up through and including September 30, 2014, with an option
to renew for two (2) additional one (1) year terms, by mutual consent, at the same prices, terms and conditions.
PRE -QUOTE CONFERENCE: A pre -quote conference will be held on June 4, 2013 at 9:00 a.m. (EST) to answer questions
and discuss the requirements of the County, in the Charlotte County Purchasing Division Conference Room, 18500 Murdock
Circle, Suite 344, Port Charlotte, Florida. Attendance of this meeting is not mandatory; however, interested quoters are
encouraged to attend.
EXAMINATION OF DOCUMENTS / SITE: Prior to the submission of a Quote Form, Quoter shall examine the documents,
visit the site of the work, and fully inform themselves as to all existing conditions and limitations that affect the work to be
performed under this contract. Failure to familiarize himself /herself with conditions will in no way relieve the successful
quoter from the necessity of furnishing any materials or performing any work that may be required.
NOTICE TO PROCEED: A Notice to Proceed, or Purchase Order, shall be issued bearing the agreed -upon commencement
date. No work under the Contract shall begin until after the Notice to Proceed /Purchase Order has been issued.
RESERVED RIGHTS: The County reserves the right to accept or reject any andlor all quotes, to waive irregularities and
technicalities, and to request resubmission of quotes. Also, the County reserves the right to accept all or any part of the
quote and to increase or decrease quantities to meet additional or reduced requirements of the County. Any sole response
received the first submission date may be rejected by the County depending on available competition and timely needs of the
County.
FORM OF CONTRACT: The submitted Quote Form signed by the Quoter, together with the complete quote package
furnished by the County, shall constitute a binding contract. The Quoter shall be required to perform according to the
Quoter's submitted Quote Form and the County's quote package.
ARITHMETIC DISCREPANCIES: For the purpose of initial evaluation of quotes, the following will be utilized in resolving
arithmetic discrepancies found on the face of the quote forms as submitted by quoters:
A. Obviously misplaced decimal points will be corrected.
B. In case of discrepancy between unit price and extended price, the unit price will govern. Apparent errors in extension
will be corrected.
1 RFQ No. 2013000307
C. Apparent errors in addition of lump sum and extended prices will be corrected.
For the purpose of quote evaluation, the County will proceed on the assumption that the quoter intends his quote be
evaluated on the basis of the unit prices, extensions, and totals arrived at by resolution of arithmetic discrepancies as
provided above, and the quote will be so reflected on the tabulation of quotes.
CANCELLATION: The County shall have the right to unilaterally cancel, terminate or suspend this Contract, in whole or in
part, by providing the Contractor thirty (30) days written notice by certified mail.
PUBLIC ENTITY CRIMES: In accordance with Florida Statutes Sec. 287.133(2)(a), "A person or affiliate who has been
placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to
provide any goods /services to a public entity, may not submit a bid on a contract with a public entity for construction or repair
of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or
perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not
transact business with any public entity in excess of the threshold amount provided in Section 287.017, for Category Two, for
a period of 36 months from the date of being placed on the convicted vendor list ".
EQUAL EMPLOYMENT OPPORTUNITY: Charlotte County, Florida, in accordance with the provisions of Title VI of The Civil
Rights Act of 1964 (78 Stat. 252) and the Regulations of the Department of Commerce (15 CFR, Part 8) issued pursuant to
such Act, hereby notifies all quoters that it will affirmatively ensure that in any contract entered into pursuant to this
advertisement, minority business enterprises will be afforded full opportunity to submit quotes in response to this
advertisement and will not be discriminated against on the grounds of race, color or national origin in consideration for an
award.
All quoters are hereby notified that the successful quoter (Contractor) must and shall comply with the Civil Rights Act of 1964,
the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Americans with Disabilities Act and the Florida
Civil Rights Act, all as amended. Specifically, Contractor agrees that:
• No person shall, on the grounds of race, color, sex, religion, age, disability, national origin or marital status, be
excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination under any
program, activity or service funded through this Contract.
• Contractor will not discriminate against any employee or applicant for employment because of race, color,
religion, sex, age, disability, national origin or marital status. Contractor agrees to post in a conspicuous place,
available to employees and applicants for employment, notices setting forth the provisions of this non-
discrimination clause.
• Contractor will, in all solicitations or advertisements regarding program activities, services provided or
applications for employment, state that all qualified applicants will receive consideration for services or
employment without regard to race, color, religion, sex, age, disability, national origin or marital status.
• County may require Contractor to submit reports as may be necessary to indicate non - discrimination. County
officials will be permitted access to Contractor's books, records, accounts and other sources of information and
its facilities as may be pertinent to ascertain compliance with non - discrimination laws.
It is expressly understood that County shall have the right to terminate this Contract upon receipt of evidence of
discrimination.
SCOPE OF SERVICES: The Charlotte County Utilities (CCU) SCADA (Supervisory Control and Data Acquisition) System is
an arrangement of hardware and software designed to provide real time monitoring and control access to multiple water and
wastewater facilities. In addition, it is also responsible for alarm notification and critical data collection required by
government agencies.
Currently, there are nine (9) facilities (water, wastewater, and booster stations) located that may require various services.
The County reserves the right to add or delete facilities as needed.
Successful firm shall provide services specific to its Utilities Plant Wonderware/SCADA operations; to provide technical services
beyond normal software and hardware warranty levels including the performance of product maintenance, troubleshooting and
functionality enhancements; and be part of the Wonderware Solutions Provider Program.
In submitting your quotation, firms shall provide the following:
• Experience and capabilities with Wonderware products and services - Provide a detailed description indicating the
type of services provided. Vendor must have Wonderware certification, at a minimum. Include any Wonderware
2 RFQ No. 2013000307
certifications with your submittal. List experience and capabilities incorporating programming modifications to
existing PLC and HMI programs, creation of new programming in the operation of a typical water/ wastewater
facility, and experience with integration of Data Flow Systems (DFS) programming with PLC/ HMI.
• References - submit a minimum of three (3) recent (within the past five (5) years) references of projects of similar
size and scope. Each reference shall include a project description, project location, name and phone number of a
contact person, total project amount, and completion date. The County reserves the right to contact references.
• Response Time — Provide your response for both emergency and non - emergency calls, indicating whether the
response is remote or on site. The maximum response time for an emergency is 24 hours; the maximum time for a
non - emergency is five (5) days.
• Cost — complete the pricing page of the quote form.
• Local Preference — Charlotte County has adopted a "Local Preference Policy ". If the firm affirms that it is a local
business, the Affidavit Claiming Status as a Local Business, which is included as a part of the quote form, must be
completed.
SUBCONTRACTING, SUBLETTING AND /OR ASSIGNMENT: The Contractor shall not subcontract, sublet or otherwise
assign more than forty -nine percent (49 %) of the Contract value.
TAXES: Charlotte County is exempt from Federal Excise and State Sales Taxes. The Contractor shall assume liability for
Local, State, or Federal Tax that is applicable to the work.
ASSIGNMENT: This agreement, or any interest herein, shall not be assigned, transferred or otherwise encumbered, under
any circumstances by Contractor without the prior written consent of the County.
PERMITS AND REGULATIONS: Permits and licenses necessary for the prosecution of the work shall be secured and paid
for by the Contractor, unless otherwise specified. (A list of permit fees is attached.) The Contractor shall give all notices and
comply with all laws, ordinances, rules, and regulations bearing on the conduct of the work as drawn and specified. If the
Contractor observes that the specifications and drawings are at variance therewith, he shall promptly notify the County in
writing, and any necessary changes shall be adjusted as provided in the Contract for changes in the work. If the Contractor
performs any work knowing it to be contrary to such laws, ordinances, rules, and regulations, and without such notice to the
County, he shall bear all costs arising therefrom.
It shall be the responsibility of the Contractor to assure compliance with any FDOT specifications, OSHA, EPA, and /or other
Federal, State or County law(s), code(s) and ordinance(s), as each may apply.
SAFETY AND HEALTH REQUIREMENTS: Charlotte County Safety and Health Requirements specifically outline the
purpose, authorization, rules, and techniques to be utilized by all Contractors performing work for Charlotte County. All
Contractors should become familiar with the contents of this program to ensure compliance with its procedures. The
Contractor shall submit a Contractor Health and Safety plan to the County prior to commencement of work. (See attached
requirements)
PAYMENT: All invoices will be paid in accordance with the Local Government Prompt Payment Act (F.S. 218.74).
INSURANCE REQUIREMENTS: The Contractor agrees to provide insurance set forth in accordance with the requirements
herein. If the Contractor uses existing coverage to comply with these requirements and that coverage does not meet the
specified requirements, the Contractor agrees to amend, supplement or endorse the existing coverage to do so. The type(s)
of coverage required is determined by the scope of the contract services.
Without in anyway affecting the indemnity herein provided and in addition thereto, the Contractor shall secure and maintain
throughout the contract term the following types of insurance with the limits shown:
• Workers Compensation /Employers Liability — A program of Workers Compensation insurance or a state
approved self- insurance program including employers' liability with at a minimum
$ 1,000,000/$1,000,000 /$1,000,000 limits covering all persons including volunteers providing services on
behalf of the Contractor. County has the right to require higher limits if deemed necessary due to the
exposure of the scope of work. If Contractor has no employees, it may certify or warrant to the County that it
does not currently have any employees or individuals who are defined as employees under Florida Statute
440 and will not acquire any employees during the course of the contract, the requirement for Workers
Compensation may be waived by the Risk Manager. On projects that require the endorsement of the US
Longshoremen and Harbors Workers and Jones Act, Contractors must provide endorsements before starting
work.
3 RFQ No. 2013000307
• Commercial General Liability — The Contractor shall carry General Liability insurance covering all
operations performed by or on behalf of the Contractor providing coverage for bodily injury and property
damage with a combined single limit of not less than one million dollars ($1,000,000) per occurrence and an
aggregate of not less than two million dollars. The policy shall include:
• Premises operations and mobile equipment
• Products and completed operations
• Property damage including completed operations
• Explosion, collapse, and underground hazards (based on exposure)
• Personal injury
• Pollution liability
• Automobile Liability Insurance — Primary insurance coverage shall be written on ISO Business Auto
coverage form for all owned, hired and non -owned automobiles or symbol 1 (Any Auto). The policy shall
have a combined single limit of not less than one million dollars ($1,000,000) for bodily injury and property
damage per occurrence.
o Pollution liability limit of not less than $1,000,000.
If the Contractor owns no automobiles, a non -owned auto endorsement to the General Liability policy
described above is acceptable.
Additional Insured — All policies, except for the Workers Compensation shall contain endorsements naming the County and
its officers, employees, agents and volunteers as additional insured with respect to liabilities arising out of the performance of
services contained herein. The additional insured endorsements' shall not limit the scope of coverage for the County to
vicarious liability but shall allow coverage for the County to full extent provided by the policy. Such additional insured
coverage shall be at least as broad as Additional Insured(Form B) endorsement form ISO, CG 20 10 11 85 or other
Additional Insured endorsement that meets Risk Management approval.
Waiver of Subrogation Riahts — The Contractor shall require the carriers of required coverage's to waive all
rights of subrogation against the County, its officers, employees, agents and volunteers, Contractors and sub -
Contractors. All general or auto liability insurance coverage provided shall not prohibit the Contractor and
Contractors employees or agents from waiving the right of subrogation prior to a loss or claim. The Contractor
hereby waives all rights of subrogation against the County.
Policies Primary and Non - Contributory — All policies required shall be primary and not contributing to or in
excess of any Coverage County may choose to maintain.
Severability of Interests — The Contractor agrees to ensure that coverage provided to meet these requirements
is applicable separately to each insured and there will be no cross liability exclusions that preclude coverage for
suits between the Contractor and the County or between the County and any other insured or additional insured
under the policy.
Proof of Coveraae - The Contractor shall furnish Certificates of Insurance to the County Purchasing Division
evidencing the insurance coverage including endorsements, as required, prior to the commencement of
performance of services herein, which certificates shall provide that such insurance shall not be terminated or
expire without notice thereof in accordance with the policy provisions and Contractor shall maintain such
insurance from the time the Contractor commences performance of services until completion of such services.
Within seven (7) calendar days of notice of award, the Contractor shall furnish a copy of the Declaration page for
all applicable policies and will provide complete certified copies of the policies and endorsements immediately
upon request.
Acceptability of insurance carrier — Unless otherwise approved by Risk Management, Insurance shall be
written by insurers authorized to do business in the State of Florida and with a minimum Best Insurance Guide
rating of "A- VII ".
Deductibles and Self- Insured Retention — Any and all deductibles or self - insured retentions in excess of
$10,000 shall be declared to and approved by Risk Management.
Failure to Procure Coveraae — In the event that any policy of insurance required under this contract does not
comply with the requirements, is not procured or is cancelled and not replaced, the County has the right but not
the obligation or duty to terminate the contract or obtain insurance if it deems necessary and any premiums paid
4 RFQ No. 2013000307
by the County will be promptly reimbursed by the Contractor or County payments to the Contractor will be
reduced to pay for County purchased insurance.
h, Insurance Review — Insurance requirements are subject to periodic review by the County. The Risk Manager or
designee is authorized, but not required, to reduce, waive, or suspend any insurance requirements whenever
Risk Management determines that any of the required insurance is not available, is unreasonably priced or is not
needed to protect the interests of the County. In addition, if Risk Management determines that heretofore,
unreasonably or unavailable types of insurance coverage or coverage limits become reasonably priced or
available, the Risk Manager or designee is authorized, but not required, to change the above insurance
requirements to require additional types of insurance coverage or higher coverage limits, provided that any such
change is reasonable in light of past claims against the County, inflation, or any other item reasonably related to
the County's risk.
Any change requiring additional types of insurance coverage or higher coverage limits must be made by
amendment to this contract. Contractor agrees to execute any such amendment within thirty (30) days of receipt.
Any failure, actual, or alleged, on part of the County to monitor or enforce compliance with any of the insurance
and indemnification requirements will not be deemed as a waiver of any rights on the par to the County.
UNAUTHORIZED ALIEN WORKERS: Charlotte County will not intentionally award publicly- funded contracts to any
Contractor who knowingly employs unauthorized alien workers, constituting a violation of the employment provisions
contained in 8 U.S.C. Section 1324a(e) [Section 274A(e) of the Immigration and Nationality Act ( "INA ")]. The County shall
consider employment by any Contractor of unauthorized aliens a violation of Section 274A(e) of the INA. Such violation by
the Contractor of the employment provisions contained in Section 274A(e) of the INA shall be grounds for termination of this
Agreement by the County.
EMPLOYEE BACKGROUND CHECK: If an owner, except a stockholder in a publicly traded corporation, or an employee of
the Contractor has been convicted of any offenses requiring registration as a sexual offender or sexual predator, regardless
of the location of conviction, the Contractor shall ensure that the offender's or predator's work on the project is consistent with
the terms of his probation and registry requirements.
CRITERIA FOR AWARD: Award shall be made to the firm that, in the County's judgment, best meets the criteria specified
below and which, in the County's opinion, best accommodates the County's needs and interests. The decision shall rest
SOLELY with the County and the County reserves the right to modify or reject any proposal submitted to it for consideration.
With 100 being a perfect score, submittals will be awarded based on the following formula:
Criteria Points
A. FIRMS'S EXPERIENCE /CAPABILITIES 1-25
B. REFERENCES 1 -10
C. COST 1-45
D. RESPONSE TIME 1-10
E. *LOCAL PREFERENCE 0 or 10
*Charlotte County has adopted a "Local Preference Policy ". If the firm affirms that it is a local business, the Affidavit Claiming
Status as a Local Business, which is included as a part of the quote form, must be completed.
NOTE: Firms shall prepare their quotations in the format as listed above.
The County reserves the right to reject the quote of any quoter who has previously failed to perform properly, or on time,
contracts of similar nature; or who is not in a position to satisfactorily perform the contract. If, after the due date and time, the
lowest quoter is deemed non - responsible by the County, such quoter shall receive written notice from the County of this
determination. The quoter shall have five (5) business days from the date of this notice to dispute the determination and to
provide to the County any additional information it deems relevant regarding the quoter's responsibility. The County shall
make a final determination regarding the quoter's responsibility at the time of award of the contract.
5 RFQ No. 2013000307
QUOTE PRICES: Hourly rates must include all travel related expenses, meal allowances, hotel rooms, and any other
relevant out of pocket expenses.
Hourly Rates:
Project Manager $ j per hour
Field Service Technician $ per hour
Field Service Engineer $ ) 1 ' p er hour
Other Expenses:
Site Visits (if applicable) $ ' per hour
Notice Needed prior to Commencement of Work:
Non - Emergency (remote) I calendar days
Non - Emergency (on site) calendar days
Emergency (remote) Z- hours
Emergency (on site) hours
If notified of the acceptance of this quote form, the undersigned agrees to execute a Contract for the stated compensation in
the form as prescribed by the County. The signature below is a guarantee that the Quoter will not withdraw his /her quote for
a period of thirty (30) days after the scheduled quote due date.
Please indicate by (q) that you have included the following documentation with your quote:
{ vf Certification Letter
(;. References
{ ) Business Tax Receipt: (Only required if claiming status as a "Local Business" and must be valid for at least six
months prior to the bid submission)
Local Business Status: If Quoter affirms that it is a local business as defined on page 8 and in accordance with Ordinance
2009 -005 adopted by the Charlotte County Board of Commissioners and filed with the Secretary of State on February 17,
2009, and Ordinance 2009 -041 adopted by the Charlotte County Board of Commissioners and filed with the Secretary of
State on October 19, 2009, then the Affidavit Claiming Status as a Local Business, which is included as a part of this quote
package, must be completed and returned.
❑ Yes, our business qualifies as a Local Business and has completed and attached the 'Affidavit Claiming Status as a
Local Business' as a part of our submission.
�No, our business does not qualify as a Local Business.
DUE DATE: Please fax quote to the Purchasing Division at 941.743.1384, addressing it to the attention of:
Carole A. Smith, CPPB, Senior Contract Specialist
Quote must be received no later than 3:00 p.m. (EST), June 12, 2013
QUOTE RESULTS: In accordance with Florida Statues, Section 119(1)(b)2: Sealed bids, proposals, or replies received by an
agency pursuant to a competitive solicitation are exempt from s. 119.07 and s. 24(a), Art. I of the State Constitution until
such time as the agency provides notice of an intended decision or until 30 days after opening the bids, proposals, or final
replies, whichever is earlier. Upon release of the intended decision, if you wish to obtain the quote results, you may do so by
visiting our Website at under "Purchasing Bids Online ", document number 133074.
No information regarding the submittal will be divulged over the telephone.
Quoter's Name: r" 6,J - S r v, C Q S 0 C.
(This page to be returned)
6 RFQ No. 2013000307
HOLD HARMLESS AGREEMENT:
Q L� � (name of firm), it's officers and members shall, through the signing of this
document by an authorized party or agent, indemnify and hold harmless Charlotte County, a political subdivision of the state
of Florida, its officers, agents, employees, and volunteers, from liabilities, damages, losses and costs, including, but not
limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentional wrongful
misconduct of - name of firm and persons employed or util;aed b _> y
(name of firm) in the
performance of this contract,
2 1- _ (name of firm) agrees that the first ten dollars ($1 (l O) of compensation received under this contract
represents specifir, consideration for this indemnification obligation.
Type of Organization (Please Check One): Individual Ownership Joint Venture
Partnership Corporation
Name of Quoting Firm:
Mailing Address:
Location Address: 5 C--�•
City & State: a x i L zip. 3
Telephone* q S Fax Number; 4-
E-mail: = C C,\ 1 C Ck" 43 r
Signature of person authorized to bind the Company:
Print name and title of person above:
Date:
(This page to be returned)
7 RFQ No. 2013000307
AFFIDAVIT
Claiming Status as a Local Business
Bidder affirms that it is a local business as defined below and in accordance with the following: Ordinance 2009 -005 adopted
by the Charlotte County Board of Commissioners and filed with the Secretary of State on February 17, 2009; and Ordinance
2009 -041 adopted by the Charlotte County Board of Commissioners and filed with the Secretary of State on October 19,
2009.
Local Business Definition:
Local business means the company has a valid Business Tax Receipt issued by Charlotte County, Sarasota County or
DeSoto County for at least six months prior to the bid submission to do business within Charlotte County, Sarasota
County or DeSoto County that authorizes the business to provide the services or goods, and a physical business address
located within the limits of Charlotte County, Sarasota County or DeSoto County from which the business operates or
performs business. Post Office Boxes are not verifiable and shall not be used for the purpose of establishing said
physical address. In addition to the foregoing, a business shall not be considered having a "Local Business" unless it
contributes to the economic development and well -being of these Counties in a verifiable and measurable way. Vendors
shall affirm in writing their compliance with the foregoing at the time of submitting their bid to be eligible for consideration
as having a "Local Business ". A business that misrepresents the local preference status of its company in a bid to the
County will lose the privilege to claim local preference for a one year period.
If requested by the County, the bidder will be required to provide documentation substantiating the information given in this
affidavit. Charlotte County reserves the right to request supporting documentation as evidence to substantiate the
information given in this affidavit. Failure to do so will result in the bidder's submission being deemed non - responsive.
Company Name:
Signature:
Title:
Year Business Established: Circle the appropriate County: Charlotte DeSoto Sarasota
State of Florida
County of
Sworn to and subscribed before me, a Notary Public, for the above State and County on this
day of 20�.
Notary Public Commission Expiration
(Affix Official Seal)
The signee of this Affidavit guarantees, as evidenced by the sworn affidavit required herein, the truth and accuracy of this
affidavit to interrogatories hereinafter made.
This page to be returned only if Contractor is claiming a Local Business Status.
8 RFQ No. 2013000307
SOURCE OF SUPPLY AND SUBCONTRACTORS
The following sources of supply and subcontractors shall be used for WONDERWAREISCADA SUPPORT SERVICES. (if
quoter does not have a source of supply or subcontractor, insert "to be determined"- When source or subcontractor is
determined, selection Will be subject to County approval. If not applicable, please state NIA).
Source of Supply Subcontractors}
2.
3. 3.
4. 4.
5.
DRUG FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that :J., r ( h SR, V ce S T',1 t,
(name of business) does:
1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of
a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for
violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug free
workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be
imposed upon employees for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the
statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of working on the commodities
or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of
any conviction of, or plea of guilty or nolo contendere to, any Violation of Chapter 893 or of any controlled substance law of the
United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction.
& Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if
such is available in the employee's community, by any employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section.
As the person authorized to sign the statement, I certify that this flpfomplies fully with the above requirements,
Signature
Date
Quoter's Name:
(This page to be returned)
RFQ No. 2013000307
B oard of County Commissioners
Request for Quotation Date: 06107113
THIS IS NOT AN ORDER
Page: 1 of 1
#2 013000307
Charlotte County Purchasing Division Contact Person: Carole A. Smith, CPPB
18600 Murdock Circle, Room 344 Senior Contract Specialist
Port Charlotte, Florida 33948 -1094 Contact Phone: 941.743.1373
d : acz
Email Address:
FAX: 941 - 743 -1384 Reply No Later Than: June 12,2013,3:00 p.m. (EST)
ADDENDUM #1 — WONDERARE/SCADA SUPPORT SERVICES
To: All Interested Quoters - Quoters are hereby notified that this Addendum shall be made a part of the above named
quote documents. This Addendum is issued to add to, modify, and/or clarify the quote documents. These items shall have
the same force and effect as the original quote documents.
CLARIFICATIONS — List of Equipment Currently Being Used
• Wonderware Version 10.1, last installation date 2010.
• Burnt Store RO, Alien Bradley Control Logix and Compact Logix PLC's.
• Burnt Store WRF, Koyo Direct Logix 405 PLC's.
• East Port WRF, Siemens 505 PLC's (Note: converted with Alien Bradley during expansion).
• Leachate WRF, None.
• West Port WRF, Allen Bradley SLC 500 PLC's.
• Rotonda WRF, Allen Bradley Control Logix and Compact Logix PLC's.
Galaxy Server:
• Wonderware Application Server Ver 3.1.200
• Wonderware industrialSQL Server Ver 9.0.002
• Wonderware inTouch Ver 10.1.200
All other terms and conditions of the original quoting and contract documents remain the same. Please acknowledge receipt
of this addendum by signing and returning by fax to 941.743.1384 or email to ce 0E rnn €t:f a w cc11
Name of Quoting Firm
Flailing Address
Location Address
City & State mar -" �,' Zips
Telephone f °"`'- Fax Number:
Name/Title of person authorized to bind the Company:
Signature of person authorized to bind the Company:
Date: ���'
Email Address: ,r- �r /�r� v. ✓
(Fax acknowledgement of Addendum to 949.743.1384 or email to
(Page to be completed and returned)
RFQ No. 2013000307
Addendum #1
Via fax
June 29, 2015
Brian Callahan, Sr. Systems Engineer
Integration Services, Inc.
3022 Russet Pass
Lakeland, Florida 33812
Re: Renewal of Contract No, 2013000307 — V+ tonderwarefSCAA Support Services
Lear Mr. Callahan:
This letter shall serve as notification of official acceptance by the County Administrator of renewal of the
above Contract with your firm. By acceptance of the above, the parties hereby amend Contract
2013000307 as follows.
ITEM 1 Contract to be extended for an additional term for the period October 1, 2015 up to and
including September 30, 2016.
ITEM 2 All other terms and conditions not in conflict with the above to remain the same.
Your signature below represents your concurrence with and acceptance of the terms set forth in this
letter and the original Contract Documents. Sign and return either by fax to 941,743,1384 or by email
to carole.smith ..charlottecou fi. ov.
If you have any questions or concerns, please do not hesitate to contact Carole A. Smith, Senior
Contract Specialist for this project.
Yours t wy,
irylb trly A. Corbett, C.P..M.. CPPB
ef,i ,r Division Manager - Purchasing
KAClcas
APPROVED FOR RENEWAL TNRU AND
INCLUDING SEPTEMBER 30, 2016
P
Signature_YR —> .• 2 .r
cc: File
E
18500 Murdock Circle, Suite 344 Port Charlotte, FL 33948 -1068
Phone. 941.743,1378 Fax; 941.743,1384
2015 Rate Schedule Integration Ser
Revised: January 1, 2015 Advanced Process. 5
Page I of 3
Standard Service Rates and Terms
Integration Services, Inc. is a process automation and systems integration s
provider specializing in industrial and municipality process control systems, process
instrumentation and their communication with other plant and business systems. The
project and maintenance services provided to our clients are often quoted on a lump sum
and /or time and material basis. This document outlines our standard fees for services
provided on a time and material basis.
Consultation Services Fees
Configuration Services Rate
Consulting for System Design Development $135 /hour
SCADA / Control System Design
Automation Plan Development
Review of regulatory requirement
Standard Integration Services Fees
Configuration Services Rate
Advanced Control DCS & S88 Batch Configuration $125 /hour
Standard Configuration, DCS, PLC W /HMI $110 /hour
Regulatory Logical
I/O Database Development
Graphics Development
Reporting Development
Field Engineering Services Rate
Offsite Remote Trouble Shooting $100 /hour
Onsite Field Services $105 /hour
PLC/ Server / Workstation diagnostics & Repairs
PLC Programming and or SCADA field changes
Network Equipment troubleshooting and Repairs
Instrumentation & Commissioning Services Rate
General Onsite Services $95 /hour
Instrumentation Calibration
Instrumentation & Control Troubleshooting
Fieldbus Commissioning & Diagnostics
Loop Checkout
Tuning
This standard rate schedule is for professional services. A new rate schedule will be issued effective January 1 of each
year and as necessary on an interim basis to account for new services or revised charges. Invoices will be submitted bi-
monthly and are payable when issued. All invoices not paid within thirty (30) days of receipt will be subject to a service
charge of 1.5% per month.
Confidential Document
2015 Rate Schedule Integration Services, Inc.
Revised: January 1, 2015 Advanced Process Automation
Page 2 of 3
Instruumentation & Control Services Rate
Onsite & Offsite Services $75 /hour
As Built Field Wiring / Instrumentation Documentation
CAD Services
Onsite & Offsite Design Services $110 /hour
Electrical Contracting & Field Electrical Rate
Master Electrician $85 /hour
Journeyman $65 /hour
Field Helper $50 /hour
Overtime, Weekend and Holiday Premiums
The above rates are valid during the Integration Services, Inc. normal business hours of
8AM to 5PM, Monday through Friday excluding ISI observed holidays. Service
provided outside of the proceeding times is subject to premiums as follows:
• Saturdays or normal business days outside 8AM — 5PM: 1.5 x Base Rate
• Sundays or holidays: 2.0 x Base Rate
Emergency Service Premium
Emergency service calls will be charged at 1.5 times the rate plus any additional charges
due to work outside of normal business hours. There is a minimum 4 hour charge for on-
site service and 2 hour charge for service via phone line. An emergency service call is
any request for service that is received less than 48 hours from the time of customer
request. Generally, 1 week prior notice for any service request is appreciated.
Miscellaneous Expenses
Subcontractors, Materials, Equipment and any project specific costs are charged at cost
plus an administrative fee of 10 %.
Travel Expenses
Airfare, Hotel, Meals, Rental Cars, etc. are billed at cost. Mileage will be billed at
current IRS allowed mileage rate.
This standard rate schedule is for professional services. A new rate schedule will be issued effective January 1 of each
year and as necessary on an interim basis to account for new services or revised charges. Invoices will be submitted bi-
monthly and are payable when issued. All invoices not paid within thirty (30) days of receipt will be subject to a service
charge of 1.5% per month.
Confidential Document
2015 Rate Schedule Integration Services, Inc.
Revised: January 1, 2015 Advanced Process Automation
Page 3 of 3
Project Changes
If the scope of a project changes, additional services or materials may be required or
requested to complete the project. Integration Services, Inc. maintains a project change
management procedure to handle such circumstances. A Project Change Request (PCR)
will be issued for any deviation that has a significant effect on project capital, expense or
schedule. The PCR must be reviewed and approved by the customer before work will
commence.
Service Initiation
Integration Services, Inc. must have a suitable purchase order, contract or written
authorization with firm agreement on terms and conditions to begin work.
Cancellation Charges
Should the customer decide to cancel a project before completion, cancellation charges
will be assessed at the current rates for work completed but not yet invoiced or non-
returnable materials. The client will also be assessed for any re- stocking or
miscellaneous expenses incurred by Integration Services, Inc. due to cancellation of the
project.
This standard rate schedule is for professional services. A new rate schedule will be issued effective January 1 of each
year and as necessary on an interim basis to account for new services or revised charges. Invoices will be submitted bi-
monthly and are payable when issued. All invoices not paid within thirty (30) days of receipt will be subject to a service
charge of 1.5% per month.
Confidential Document