HVAC Preventative Maintenance and Repair Scope of Work.pdf
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- Attached to
- HVAC Preventative Maintenance & Repair GT
- Solicitation number
- SRC0000031873
- Issued by
- Butler County, Ohio
About this file
This is a Request for Proposal (RFP) issued by the Ohio Department of Veterans Services for preventative maintenance and repair of HVAC equipment at the Ohio Veterans Home in Georgetown, Ohio. The solicitation seeks a contractor to provide comprehensive HVAC maintenance services, including equipment assessment, developing and overseeing a preventive maintenance program, and performing repairs and replacements as approved. A mandatory site visit is scheduled for June 23, 2025, at 10:00am, and attendance is required for bid eligibility. The scope of work covers multiple HVAC systems including rooftop units, chillers, boilers, exhaust fans, air handling units, and control systems throughout the facility.
The contractor will be responsible for monthly preventive maintenance, periodic inspections, and following manufacturer-recommended maintenance schedules for various equipment types. The contract requires 24/7 emergency service response within 4 hours, with detailed monthly reporting and invoicing. All work must comply with ADA and OSHA standards, and contractors are subject to random drug testing. The covered equipment list includes multiple units from manufacturers such as York, Daikin, Carrier, and others, with a total of over 300 individual equipment pieces across various building systems. Bidders must submit proposals through OhioBuys and comply with specific state terms and conditions outlined in the document.
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| File | Type | Posted |
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| State_of_Ohio_Terms_and_Conditions (2).pdf |
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Text version
OHIO DEPARTMENT OF VETERANS SERVICES
REQUEST FOR PROPOSAL (RFP)
Executive Summary The Ohio Department of Veteran Services, Ohio Veterans Home Georgetown (OVH-G) is seeking bids for preventative maintenance of HVAC equipment located at 2003 Veterans Blvd Georgetown OH, 45121.
Contractor is to provide an equipment assessment and to develop, coordinate, and oversee a preventive maintenance and repair program. Contractor will provide services for maintaining, repairing, and/or replacing equipment as approved by the Ohio Department of Veteran Services (DVS). All work performed by the Contractor is expected to be of the highest quality and meet or exceed accepted industry standards.
Only considering suppliers on index# MAC038.
Mandatory Site Visit A mandatory site visit will be held. Suppliers attending the mandatory site visit are required to sign in and attendance will be taken. The site visit will commence promptly on the date and time listed below, barring any unforeseen circumstance that results in a delay of the site visit. The State will not be responsible to a Supplier for their failure to obtain information discussed during the site visit due to their arriving after the site visit has convened. Failure to attend the site visit will render that Supplier’s proposal non-responsive and ineligible for award.
Arrival Time and Date Location Entrance June 23,2025 Will begin promptly at 10:00am
2003 Veterans Blvd Georgetown, OH 45121
Main Entrance
State of Ohio Terms and Conditions Terms and Conditions can be located on the Documents tab in this solicitation.
Purpose Objective To provide an assessment, develop, coordinate and oversee HVAC preventative maintenance and repairs/deficiencies. Contractor will provide services for maintaining, repairing, and/or replacing equipment as approved by the Ohio Department of Veteran Services (DVS). All work performed by the Contractor is expected to be of the highest quality and meet or exceed accepted industry standards.
Scope of Work (SOW)
All HVAC equipment associated with the operation of the Ohio Veterans Home - Georgetown at 2003 Veterans Blvd. Georgetown, Ohio 45121 is identified as ‘Covered Equipment’. The Covered Equipment list is provided at the end of this document. The provided list may not be 100 percent accurate. Table 1 is a brief summary of the type and numbers of Covered Equipment.
The Contractor must coordinate and oversee all required preventive maintenance and repair services for the Covered Equipment under this Agreement.
The Contractor’s preventive maintenance plan must include a monthly preventive maintenance manual, periodic inspections (Example: opening boilers for five (5) year inspection but not limited to) and follow the OVH preventive maintenance schedule Preventive maintenance will include regular service of Covered Equipment.
The Contractor’s preventive maintenance activities for covered equipment must meet or exceed the equipment manufacturer’s recommended schedule of activities. Attachment 4 -Preventative Maintenance Frequency and Requirements outlines the frequency of work to be performed at OVH. If OVH’s preventive maintenance schedule does not exist for a covered piece of equipment, Contractor must develop the preventive maintenance schedule and activities with approval from OVH.
The Contractor must include in its preventive maintenance program all costs related to any required local or State periodic inspections and/or certifications of Covered Equipment.
All preventive maintenance costs for parts, materials, travel, labor, vehicle charges, etc.
must be included in the monthly preventive maintenance cost. This includes, but is not limited to, belts, filters, lubricant, cleaning chemicals, etc.
The Contractor must report with its monthly invoice all services performed.
The Contractor must provide a 24-hour, seven (7) day a week, 365 day a year method for direct contact.
The Contractor must respond to emergency service calls and have appropriate staff onsite within 4 hours of the initial call unless approved by DVS.
Contractors may be required to perform emergency service outside of normal business hours when requested by DVS. The Contractor will respond to all requests for emergency service in twenty-four (24)-hour, seven (7) day a week, 365 day a year. A twenty-four (24) hour emergency answering service for dispatching is required. In the event the Contractor cannot respond; they must provide an approved sub-contractor that can provide the required services withing the above timeframe.
Contractor shall acknowledge receiving request for regular repair call, via e-mail or phone call, by the next business day of receipt of repair call. Contractor shall have appropriate staff on-site within two (2) business days of regular repair call for inspection of the subject of the repair call. Contractor shall have a quote for service and/or repair to DVS within two (2) business days from on-site inspection. Regular repair must be approved by DVS before work shall commence. Any work completed without approval from DVS Maintenance Superintendent or designee shall be the responsibility of the Contractor.
Regular repair calls will be billed only for the time spent onsite. Regular service calls may be scheduled with at least fifteen (15) hours advance notice and performed during normal business hours on the next business day, unless another mutually agreed upon date and time is determined.
Contractor will at all times in the performance of this work exercise due care and caution for the safety and welfare of the workmen employed on the job, the Ohio Veterans Home employees, residents and property.
Contractor must label all filters with the date that they are installed and the person installing the filters must also initial the filters.
Contractor shall meet with OVH Staff on monthly bases to discuss monthly Preventive Maintenance issues and or concerns with the contractor. Time shall be mutually agreed up on by contractor and OVH.
Expectations
All work must comply with any ADA and OSHA Standards and all federal, state, and local regulations.
Supplier must comply with all terms on index# MAC038.
General Provisions
All work must comply with any ADA and OSHA Standards and all federal, state, and local regulations.
1. All service work will meet and/or exceed manufacturer/industry standards.
2. Contractor shall at all times in the performance of this work exercise due care and caution for the safety and welfare of the workmen employed on the job, the ODVS/OVH employees, residents and property.
3. The Contractor shall be responsible to repair any and all damages, caused by contractor negligence, to the DVS/OVH property and grounds at the contractor’s expense.
4. All work shall be performed by qualified personnel. Qualifications shall be presented upon request.
5. All Contractor scheduled services must be done at times approved by the appropriate ODVS site representative. All service activities should be performed during regular business hours 7:00am to 3:30pm unless the particular service request requires otherwise.
6. The Contractor and its personnel shall follow all ODVS security check-in procedures upon arrival and while at the facility.
7. The Contractor must sign-in and out of DVS/OVH and pick up an DVS/OVH Contractor badge when performing services at OVH. Failure to sign in and/or out may be grounds for termination and/or deemed as not providing services.
8. Permits and licenses of any nature, necessary for any and all work, shall be secured and paid for by the Contractor.
9. All Contractor provided services must be performed by Original Equipment Manufacturer (OEM) trained or properly certified personnel, where applicable.
10. The Contractor shall be responsible for removal of all debris from the worksite and cleaning work areas. The Contractor shall keep the premises free of any debris resulting from their work as work progresses. The Contractor shall remove such debris and materials from property.
11. Contractor shall furnish all necessary equipment and crews for the completion of the work outlined in the SOW.
12. Contractor shall provide forty-eight (48) hour notice of intended dates and times of service before scheduled service. Services shall be performed Monday through Friday (excluding State of Ohio Holidays) between the hours of 7:00am and 3:30pm unless a different time and/or date is approved by ODVS/OVH Site Representative(s) in advance.
13. Rescheduling Services – if for any reason, service is not completed at the mutually agreed upon time, the contractor will reschedule the scheduled service in coordination with ODVS/OVH staff.
14. Contractor must sign and agree to the standard state terms in the documents tab of the solicitation.
Additional Terms and Conditions for Contracts
1. Criminal Convictions. Employees of Contractor or subcontractor(s) with criminal convictions, as identified in Ohio Revised Code (ORC) section 109.572 (A) (2) (a) and Ohio Administrative Code (OAC) rule 3701-13-05 (A) (1), or any other criminal conviction; which in the opinion of ODVS may endanger staff and/or visitors, shall not be permitted to perform work at ODVS under any agreement resulting from this solicitation and responses thereto, unless specifically approved, in advance, by ODVS.
2. Failure to disclose a criminal conviction as identified above shall be grounds for non-award and/or immediate cancellation of the contract.
3. Drug Free Workplace – Contractor will make a good faith effort to ensure that all of the Contractor’s agents’ employees, representative, and sub-contractors while working on State property, will not have or been under the influence of marijuana, medical marijuana, illegal drugs, or alcohol or abuse prescription drugs in any way.
To ensure a safe, productive, and drug-free work environment, all Contractors are subject to random drug testing at any time during their engagement with the Department. Drug tests will be conducted in a manner consistent with applicable laws and regulations.
A random selection process will be used to identify contractors for testing. Selected contracts will be notified and required to submit to a drug test within a specified time frame. The test will be conducted by a certified laboratory chosen by the Department, and contractors will be required to provide a sample under supervision. Contractors will be notified of the results within a reasonable time frame.
All cost associated with random drug testing shall be the responsibility of the Department.
All drug testing results and related information will be treated as confidential and will only be disclosed to individuals with a legitimate need to know.
Bid Submission
1. Suppliers shall submit all bids in OhioBuys.
Invoicing Invoice shall be detailed to show a breakdown of labor hours, hourly rate and material used and associated cost for material with the Purchase Order annotated on the invoice. Invoices must be considered a proper invoice under ORC 125.01.
Proper invoice can be emailed to invoices@dvs.ohio.gov.
Table 1
Ohio Veterans Home Georgetown
Rooftop Units -Dx Cooling & Hot water coils J F M A M J J A S O N D
Inspect Hot water coil X X X X
Check Operation Of hot water valve X
Inspect Condenser Coil,clean annually
Inspect and record motor amp draw
Check drain pan,flush pan and drain line
Check and align blower pulley and sheaves
Check and Lubricate motor and blower bearings
Inspect blower wheel
Inspect and adjust or replace belts as needed
Check Static pressure control operation
Check operation of return air damper,Lubricate as required
Check operation of relief dampers,lubricate as required
Check operation to outside air damper lubricate as required
Inspect motor contacts X X X X X X
Inspect motor overloads X
Check line voltage supply and record
Inspect supply and return air fan bearing, lubricate as required
Inspect supply and return air fan motor starter contact
Check and record supply & return air fan motor amperage
Check Freezestat X
Check Firestat operation if applicable
Make recommendations of required parts
Change air filters X X X X
Clean coils X X X X
Check condensation pan and or drain
Combustion Air Heater
J F M A M J J A S O N D
Inspect blower wheels X X X X X X
Check motor starter contacts X
Replace Filters X X X X
Check and record motor amperages X
Check belts and adjust or replace belts as needed
Make recommendations of any required repairs
Makeup air units Hot & Chilled water coils
J F M A M J J A S O N D
Check and align blower pulley and sheaves
Check and lubricate motor and blower bearings
Check Blower wheel X
Inspect belts and adjust, tighten or replace as
Check and record blower amperage
Inspect and tighten electrical connections
Inspect contractor and motor starters
Check time of day scheduling
Check operation of hot and chilled water valves
Check hot deck temper control
Check Freezstat X
Check Firestat X
Check cold deck temperature
Inspect outside air dampers
Check damper linkages
Check mixed air Sensor
Make recommendations of any required repairs
Check condensation pan and or drain
Hot Water Boilers - Gas
J F M A M J J A S O N D
Clean Burner tube X
Inspect flue and refractory X
Check gas Pressure X
Check and Calibrate all safety and operating controls
Check Flame safeguard
Check firing rate control
Check Pressure relief operation X
Check low water cut -off Clean simi-annually X
Check operation of feed water system
Inspect Pilot assembly, Clean as required
Check and record flame safeguard signal
Check and tighten all
Inspect and clean air intake X
Check and record burner motor amperage draw
Analyze combustion on gas of any required repairs.
Daikin Chiller with screw compressors
Check refrigerant charge
Check and record suction and head pressure
Check and record super heat
Check and record subcooling temperature drop across evaporator compressor amp rating and draw
Check compressor oil level if applicable
Inspect and tighten all
Inspect all contactors
Check operation of high and low pressure switches
Check operation of all safety
Check cooling on off set points
Check discharge air temperature
Check all control electrical connections
Check condenser quarterly
Check condenser fans blades
Check and record fan motor temperature rise across condenser
Check Microprocessor
Check all Electronic sensors
Check chilled water flow
Check chilled water barrel for leaks any required repairs
BOILER CIRCULATION PUMPS
Inspect motor bearings
Inspect Pump couplings
Inspect pump bearings,lubricate as required
Inspect contactor and amperages
CHILLED WATER CIRCULATION PUMPS
J
F
M
A
M
A
S
O
N
D
Inspect motor bearings X X X bearings,lubricate as
SECONDARY PUMPS-CIRCULAR PUMPS
J F M A M J J A S O N D
Inspect motor bearings X bearings, lubricate as
DOMESTIC HOT WATER HEATERS - GAS
J F M A M J J A S O N D
Test all safety devices X X
Calibrate and adjust all
Clean and test low water cut - off
Record gas pressure and adjust
Record water temperature and adjust
Check all pressure gauges
Analyze combustion on gas
Check and record flame safety guard signal
Inspect pilot assembly,clean as
Inspect flue and refractory as required
DOMESTIC WATER PUMP
Test all safety devices
Calibrate and adjust all
Check all pressure gauges
Inspect pilot assembly,clean as
Grease as required by Manufacturer
Mitsubishi Ductless
J F M A M J J A S O N D
Clean Coils X X
Change Filter
Check controls X X
Operating corretly
Exhaust Fans
J F M A M J J A S O N D
Inspect blower wheels X X X X
Check motor starter contacts
X X X X
Check and record motor amperages
X X X X
Vav Boxes with Hot Water Reheat
Check air flow and verify X
Clean pressure pick up probes X
Check Damper operation X
Check Hot water valve operation X replace Air Filters X
Inspect reheat coil X for required for repairs
Kitchen Exhaust Fans
J F M A M J J A S O N D
Inspect blower wheels X X X X X X
Check motor starter contacts
X X X X
AUTOMATED LOGIC Control System
J F M A M J J A S O N D
Verify Calibration of outdoor air sensor
Cal emergency status input
Review communication co-efficient
Review optimization log
Review data logs
Verify calibration of all room sensors discharge air sensors return air sensors mixed air sensors
Check and tighten electrical connections in control panels
Verify remove calibration of all interface devices
Verify all default valves of interface devices
Fan Coil Units
J F M A M J J A S O N D
Inspect sheet metal cabinets
Inspect blower wheel X
Check motor bearings, Lubricate as required
Inspect hot and chilled water coil water control valve
Check thermostat electrical connection
Check belts and adjust, tighten or replace when needed.
Check coils and clean simi-annually any required repairs.
Replace air filter
Check condensation pan and or drain
Liebert System (roof top unit)
J F M A M J J A S O N D
Inspect sheet metal cabinets
Inspect blower wheel X
Check motor bearings, Lubricate as required water coil water control valve
Replace Filter
Check belts and adjust, tighten or replace Belts as
Check thermostat
X X electrical connection
Check coils and clean simi-annually pump system of any required repairs.
Covered Equipment
Ohio Veterans Home-Georgetown Ohio
Serial# Category / Equipment Location Status Model# Manufacturer Quantity
STNU140600119
chiller 140 ton
(6) scroll compressors
Outside Mechanical room
AGZ140DC4 WARRANTY-45
MONTHS-EXP. 7/21/2019
DAIKIN
Chiller water circulating pump
1510-3E
B&G
Boiler Circulating pump mechanical room
1510-3E
B&G
Exhaust fan roof top
1 low 1high roof
FX14B PENN
2 low 2high
FX188H PENN
Exhaust fans roof top
1 low 1 high roof
FX13B PENN
low roof
FX16B PENN
FX12BH
PENN
High roof
FX10B PENN
FX08B PENN
165 ACE 165C7B COOK
Exhaust kitchen hood roof top
2 low 2high
245VH10B COOK
NKLM099919
Roof top unit #1-40 ton 4 comperssor on board hot water coil
North High roof
Y14AW14E30CBCA
YORK
NKLM099920
Roof top unit #2-40 ton 4 compressor on board hot water Coil
South high roof
NKLM099921
Roof top unit #3-30 ton 3 compressor onboard hot water coil dinning room low roof
RKLM004101
Roof top unit #4-50 ton4 compressor 2 circuit. On board hot water coil
YPAL055CVC46BBAS
York
NKLM099922
Rooftop unit #5-30 TON 2 compressor
Hot water coil in duct below unit ware house low
12AC04E9KDOCA
York
4514U44964
Roof top unit #6-20 ton gas fire heat multipurpose low
48A35020CL-62AFR
CARRIER
4514P16178
Roof top unit #7-20 ton gas fire heat multipurpose low
48HCTE24F7M6AZB5J0
CARRIER
AKLM012038
Air make up unit#1- 1 preheat coil 1 chill coil 1 reheaet coil
CP-105
AKLM012039
Air make up unit #2- 1 preheat coil 1 chill coil 1 reheat coil
CP-105
6723080110
Kitchen hood air make up unit #1
DFNP20-E47B Master air
3723080102
Kitchen hood air make up unit #2
DFNP10-EA3B Master air
5XU04292A
Telecom room cooling unit south
TUI-A18NHA6 Mitsubishi
5XU04389A
Telecom room cooling unit north
TUI-A18NHA6 Mitsubishi
02-84542S
Combustable air heater
FASU-27 LJ Wing
Boiler #b1
ZF 350 W Unilux
Boiler #b2
ZF 350 W Unilux
602107483
Domestic water
1250 P400A-TP PDI Industries
602107484
Domestic water
1250 P400A-TP PDI Industries
Varible Air volume box throughout building
Krueger
Hot and chilled fan coil unit
Airtherm
Automated logic control system
Automated logic
ET02121662 Kitchen cooler#1 low roof kitchen KARA-010E-TAC-100 HARRINGTON 1 ET02J27942 Kitchen coller #2 low roof kitchen KARA-010E-TAC-100 HARRINGTON 1 ET02J20433 Freezer low roof kitchen LAHA-032E-TAC-100 HARRINGTON 1 158231-20-1 Cabinet heater 42VFC06ARCY5AYIU CARRIER 3
Cabinet heater Stairwells F-1000-04 Mestik Inc 8 Circulation pumps RTU1--MAU1-2 B&G 7 Roof top unit server room No tag Leibert 1 Domestic water
Pumps
JMM33127 Baldors
Liebert System Roof top 1
Unit Filter Size # of filters RTU 1 25x20x2 6
20x25x6 6 25x16x2 4 16x25x6 4
RTU 2 25x20x2 6 20x25x6 6 25x16x2 4 16x25x6 4
RTU3 25x20x2 6 20x25x6 6 25x16x2 4 16x25x6 4
RTU4 25x20x2 12 25x16x2 8
RTU5 25x20x2 6 20x25x6 6 25x16x2 4 16x25x6 4
RTU6 20x24x2 10 RTU7 16x25x2 9 MAU1 24x12x2 1
24x24x2 2 12x24x6 1 24x24x6 2
MAU2 24x12x2 1 24x24x2 2 12x24x6 1 24x24x6 2
CAH1 16x20x2 3 20x20x2 3
Fan Coils
9 1/8x30 7/8x1 88
Note: 6 inch HEPA filters unless otherwise specified by manufacturer.
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