NKI - HVAC, Chiller & Refrig. #C203129 Bid Quote Sheet.xlsx

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PM of HVAC, Boiler & Refrigeration Systems & Ancillary Equipment
Solicitation number
2139242
Issued by
Rockland County, New York

About this file

This is a Bid Quote Sheet for a preventive maintenance services contract issued by the New York State Office of Mental Health (OMH) and Nathan S. Kline Institute for Psychiatric Research for HVAC, chiller, and refrigeration systems and ancillary equipment. The contract encompasses preventive maintenance services across multiple buildings (19, 35, 39, and a New Lab facility) located at 140 Orangeburg Road, Orangeburg, NY. The scope of work includes routine maintenance tasks such as air handling unit servicing, chiller operations, pump maintenance, filter replacements, and seasonal startup/shutdown procedures for various equipment types. A mandatory site visit was scheduled for October 1, 2026, at 11:00 AM ET, with site visit registration required by September 30, 2026, at 3:00 PM ET. Questions from bidders were due by October 8, 2026, at 3:00 PM ET, with answers posted by October 15, 2026. Bids were due by October 22, 2026, at 3:00 PM ET. The resulting contract will be effective for five years beginning January 1, 2027.

The bid quote sheet requires contractors to provide unit costs for each preventive maintenance task across all five contract years, with annual costs and total amounts calculated automatically. A time and material section includes a fixed material allowance of $140,000 per year ($700,000 total for five years) with a 10% material markup cap, plus hourly labor rates for HVAC technician straight time and overtime, chiller technician straight time and overtime, and training hours. The estimated labor hours include 300 annual hours of HVAC technician straight time, 80 hours of overtime, 120 hours of chiller technician straight time, 80 hours of overtime, and 8 hours of training annually. Payment is made only for actual services performed and materials used. New York State Department of Labor prevailing wage rates apply to the contract. Subcontractor costs, including travel time and expenses, are included in quoted prices. The facility reserves the right to alter service scheduling and notes that new equipment installations planned for 2028 and 2029 will not be invoiced until project completion and OMH acceptance.

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C203129 - IFB doc 09.21.26.pdf PDF
C203129 - DRAFT Contract BP 09.21.26.pdf PDF

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NKI HVAC, CHILLER, REF #C203129

ATTACHMENT D - BID QUOTE SHEET: NATHAN KLINE INSTITUTE #OMH01-C203129-3650454
Provide Preventive Maintenance Service for the HVAC, Chiller & Refrigeration Systems and Ancillary Equipment per Appendix D of the Contract. The FACILITY reserves the right to alter the scheduling of the services as necessary. There is no reimbursement for travel time and/or travel expenses including mileage and fuel costs.

Subcontractors Costing: The prices/rates quoted include all direct and indirect costs of any subcontractors, including those used to meet any stated M/WBE/SDVOB participation goals.

NOTE: The Facility has projects in place to install new equipment in the contract years for 2028 and 2029. The exact timeline dates of construction and completion are not available at the time of this contract development. The equipment to be installed is included and noted in the Appendix D - Exhibit C, Equipment List for reference. The Contractor will not be responsible for servicing the new equipment until project completion and OMH acceptance. The Contractor may not invoice for the new equipment until project completion and OMH acceptance and the preventive maintenance service begins.
Directions: 1) Insert the Unit Cost in the Unit Cost ($) column for each preventive maintenance service task listed (unless blocked); 2) The Annual Cost for each Contract Year, which is equal to the Bid Unit x Service Frequency per Year x Unit Cost will be calculated automatically; 3) The Total Amount (Years 1 – 5) for each preventive maintenance service task listed, which is equal to the total sum of the Annual Costs for each Contract Year (1 through 5) will be calculated automatically; 4) The Subtotal Bid for Preventive Maintenance Tasks, which is equal to the sum of the Total Amount (Years 1 – 5) column will be calculated automatically.
Failure to follow these directions exactly may result in your bid being disqualified. Please be advised that only actual services performed may be invoiced at the Unit Costs quoted as per Appendix C of the contract. The Unit Cost for each item must be completed for each item listed (unless blocked). Do not leave any areas blank or the bid may be disqualified. Bidders are bound by the Unit Costs provided and cannot be changed after the Bid Opening.
Preventive Maintenance Services for the HVAC, Chiller & Refrigeration Systems and Ancillary Equipment
Item / BuildingMaintenance TaskBid UnitService Freq. per YearYear 1
Unit Cost ($)Year 1
Annual Cost ($)Year 2
Unit Cost ($)Year 2
Annual Cost ($)Year 3
Unit Cost ($)Year 3
Annual Cost ($)Year 4
Unit Cost ($)Year 4
Annual Cost ($)Year 5
Unit Cost ($)Year 5
Annual Cost ($)Total Amount

(Years 1-5)

Controls - Pneumatic Air Compressors & Ancillaries / Bldg. 35 & 39Semi-Annual PM42$0.00$0.00$0.00$0.00$0.00$0.00
Air Handling Units (AHU) & Roof Top Units (RTU) / Bldg. 19, 35, 39 & New LabQuarterly PM
(No Pre-Filter Replacement)474$0.00$0.00$0.00$0.00$0.00$0.00
Quarterly PM
(Pre-Filter Replacement Only)184$0.00$0.00$0.00$0.00$0.00$0.00
Quarterly PM
(Single Final Filter Section Unit Replacement Only)294$0.00$0.00$0.00$0.00$0.00$0.00
Monthly Filter PM
(Pre-Filter Replacement Only - Units with 100% OA will receive Monthly Filter Changes when Quarterly is not performed)98$0.00$0.00$0.00$0.00$0.00$0.00
Annual PM
(No Final Filter Replacement)471$0.00$0.00$0.00$0.00$0.00$0.00
Annual PM
(Final Filter Replacement Only)181$0.00$0.00$0.00$0.00$0.00$0.00
Roof Top Units (RTU)
(with Direct Expansion (DX) Cooling Coil) / Bldg.Quarterly PM
(No Filter Section Service)64$0.00$0.00$0.00$0.00$0.00$0.00
Quarterly PM
(Single Final Filter Section Unit Replacement Only)64$0.00$0.00$0.00$0.00$0.00$0.00
Semi-Annual PM
(Spring Seasonal)61$0.00$0.00$0.00$0.00$0.00$0.00
Semi-Annual PM
(Fall Seasonal)61$0.00$0.00$0.00$0.00$0.00$0.00
Annual PM
(No Final Filter Replacement)61$0.00$0.00$0.00$0.00$0.00$0.00
Air Cooled Condensing Unit (ACCU) - (AHU Associated) / Bldg. 39Annual PM61$0.00$0.00$0.00$0.00$0.00$0.00
Split System Air Conditioning System / Bldg. 35, 39 & New LabAnnual PM251$0.00$0.00$0.00$0.00$0.00$0.00
Fan Powered Variable Air Volume Box / Bldg. New LabAnnual PM31$0.00$0.00$0.00$0.00$0.00$0.00
Variable Air Volume Box / Bldg. 35, 39 & New LabOne-Time PM Service
(Year 1)1341$0.00$0.00
Reheat Coils / Bldg. 19, 35 & 39One-Time PM Service
(Year 1)2271$0.00$0.00
Cabinet Unit Heaters, Fan Coil Units, Unit Heaters / Bldg. 35, 39 & New LabSemi-Annual PM742$0.00$0.00$0.00$0.00$0.00$0.00
Annual PM741$0.00$0.00$0.00$0.00$0.00$0.00
Variable Frequency Drives / Bldg. 19, 35, 39 & New LabAnnual PM591$0.00$0.00$0.00$0.00$0.00$0.00
Fans, Belt-Driven & Direct-Driven / Bldg. 19, 35, 39 & New LabSemi-Annual PM1542$0.00$0.00$0.00$0.00$0.00$0.00
Heat Exchangers / Bldg. 19, 35, 39 & New LabSemi-Annual PM172$0.00$0.00$0.00$0.00$0.00$0.00
Shell & Tube - One-Time PM (Year 1)171$0.00$0.00
Domestic Water Heaters – Gas-Fired / Bldg. 35, 39 & New LabSemi-Annual PM82$0.00$0.00$0.00$0.00$0.00$0.00
Pumps, Continuous Operation / Bldg. 19, 35, 39 & New LabQuarterly PM324$0.00$0.00$0.00$0.00$0.00$0.00
Pumps, Seasonal Operation / Bldg. 19, 35 & 39Semi-Annual PM182$0.00$0.00$0.00$0.00$0.00$0.00
Pump - Natural Gas Booster / Bldg. 35Annual PM11$0.00$0.00$0.00$0.00$0.00$0.00
Pump - Sewage Ejection System / Sump / Bldg. 35 & New LabSemi-Annual PM82$0.00$0.00$0.00$0.00$0.00$0.00
Expansion Tanks / Bldg. 19, 35, 39 & New LabAnnual PM131$0.00$0.00$0.00$0.00$0.00$0.00
Air Separators / Bldg. New LabAnnual PM51$0.00$0.00$0.00$0.00$0.00$0.00
Pressure Regulating Valves / Bldg. 19, 35, 39 & New LabAnnual PM121$0.00$0.00$0.00$0.00$0.00$0.00
Condensate Return Systems / Bldg. 19, 35, 39 & New LabSemi-Annual PM132$0.00$0.00$0.00$0.00$0.00$0.00
One-Time PM Service
(Year 5)131$0.00$0.00
Humidifier / Bldg. 39 & New LabAnnual PM101$0.00$0.00$0.00$0.00$0.00$0.00
Dehumidifier / Bldg. 39Quarterly PM14$0.00$0.00$0.00$0.00$0.00$0.00
Annual PM11$0.00$0.00$0.00$0.00$0.00$0.00
Air Compressors - Operations / Bldg. 39 & New LabSemi-Annual PM32$0.00$0.00$0.00$0.00$0.00$0.00
Air Dryers - Operations / Bldg. 39 & New LabSemi-Annual PM32$0.00$0.00$0.00$0.00$0.00$0.00
Vacuum Pumps / Bldg. 39 & New LabSemi-Annual PM22$0.00$0.00$0.00$0.00$0.00$0.00
Meters (Insertion) - Steam / Bldg. 19, 35, 39 & New LabBi-Annual PM
(Every two years in Year 2 & 4)71$0.00$0.00$0.00
Meters (In-Line) - Chilled Water / Bldg. 19 & 35Annual PM31$0.00$0.00$0.00$0.00$0.00$0.00
Refrigeration Units and Freezer Units, Walk-In / Bldg. 19, 39 & New LabSemi-Annual PM192$0.00$0.00$0.00$0.00$0.00$0.00
Electric Steam Generator / Bldg. 39Quarterly PM44$0.00$0.00$0.00$0.00$0.00$0.00
Chiller, Air-Cooled, Rotary - Seasonal Operation / Bldg. 19Seasonal Startup11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM17$0.00$0.00$0.00$0.00$0.00$0.00
Seasonal Shutdown11$0.00$0.00$0.00$0.00$0.00$0.00
Air-Cooled Condenser (Assoc. w/Air-Cooled Rotary Chiller) - Seasonal Operation / Bldg. 19Seasonal Startup11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM17$0.00$0.00$0.00$0.00$0.00$0.00
Seasonal Shutdown11$0.00$0.00$0.00$0.00$0.00$0.00
Chiller System Controls - Seasonal Operation / Bldg. 19
(LOT BY BLDG.)Seasonal Startup11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM17$0.00$0.00$0.00$0.00$0.00$0.00
Expansion Tank, Chilled Water Pumps & Ancillary Equipment / - Seasonal Operation / Bldg. 19
(LOT BY BLDG.)Seasonal Startup11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM17$0.00$0.00$0.00$0.00$0.00$0.00
Seasonal Shutdown11$0.00$0.00$0.00$0.00$0.00$0.00
Chiller, Air-Cooled, Scroll - Year-round (12-Month) Operation / Bldg. 39 & New LabSpring PM51$0.00$0.00$0.00$0.00$0.00$0.00
Bi-Monthly PM54$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM51$0.00$0.00$0.00$0.00$0.00$0.00
Chiller, Glycol, Closed Loop (Haskins & Kraus) - Year-round (12-Month) Operation / Bldg. 39 & New LabSpring PM31$0.00$0.00$0.00$0.00$0.00$0.00
Bi-Monthly PM34$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM31$0.00$0.00$0.00$0.00$0.00$0.00
Chiller, Air-Cooled, Rotary - Year-round (12-Month) Operation / Bldg. New LabSpring PM11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM110$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM11$0.00$0.00$0.00$0.00$0.00$0.00
Air-Cooled Condenser (Assoc. w/Air-Cooled Rotary Chiller) - Year-round (12-Month) Operation / Bldg. New LabSpring PM11$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM110$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM11$0.00$0.00$0.00$0.00$0.00$0.00
Chiller System Controls - Year-round (12-Month) Operation / Bldg. 39 & New Lab
(LOT BY BLDG.)Spring PM21$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM211$0.00$0.00$0.00$0.00$0.00$0.00
Expansion Tank, Chilled Water Pumps & Ancillary Equipment - Year-round (12-Month) Operation / Bldg. 39 & New Lab
(LOT BY BLDG.)Spring PM21$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM210$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM21$0.00$0.00$0.00$0.00$0.00$0.00
Variable Frequency Drives - Chiller Systems - Year-round (12-Month) Operation / Bldg. 39Spring PM101$0.00$0.00$0.00$0.00$0.00$0.00
Monthly PM1010$0.00$0.00$0.00$0.00$0.00$0.00
Fall PM101$0.00$0.00$0.00$0.00$0.00$0.00
Roof Top Units (RTU) / Bldg. 39 & 39/MRIQuarterly PM
(No Pre-Filter Replacement)84$0.00$0.00$0.00$0.00$0.00
Quarterly PM
(Pre-Filter Replacement Only)84$0.00$0.00$0.00$0.00$0.00
Annual PM
(No Final Filter Replacement)81$0.00$0.00$0.00$0.00$0.00
Annual PM
(Final Filter Replacement Only)81$0.00$0.00$0.00$0.00$0.00
Split System Air Conditioning System / Bldg. 39Annual PM11$0.00$0.00$0.00$0.00$0.00
Fan Powered VAV Box / Bldg. 39Annual PM81$0.00$0.00$0.00$0.00$0.00
Fan Coil Unit / Bldg. 39
Semi-Annual PM12$0.00$0.00$0.00$0.00$0.00
Annual PM11$0.00$0.00$0.00$0.00$0.00
Heat Exchangers / Bldg. 39Semi-Annual PM22$0.00$0.00$0.00$0.00$0.00
Pumps, Continuous Operation / Bldg. 39Quarterly PM24$0.00$0.00$0.00$0.00$0.00
Pumps, Seasonal Operation / Bldg. 39Semi-Annual PM22$0.00$0.00$0.00$0.00$0.00
Expansion Tank / Bldg. 39Annual PM11$0.00$0.00$0.00$0.00$0.00
Refrigeration Units and Freezer Units, Walk-In / Bldg. 39Semi-Annual PM22$0.00$0.00$0.00$0.00$0.00
Chiller, Air-Cooled, Scroll - Year-round (12-Month) Operation / Bldg. 39 & New LabSpring PM11$0.00$0.00$0.00$0.00$0.00
Bi-Monthly PM14$0.00$0.00$0.00$0.00$0.00
Fall PM11$0.00$0.00$0.00$0.00$0.00
Split System Air Conditioning System / Bldg. 39/MRIAnnual PM11$0.00$0.00$0.00$0.00
Humidifier / Bldg. 39/MRIAnnual PM11$0.00$0.00$0.00$0.00
Chiller, Air-Cooled, Scroll - Year-round (12-Month) Operation / Bldg. 39/MRISpring PM11$0.00$0.00$0.00$0.00
Bi-Monthly PM14$0.00$0.00$0.00$0.00
Fall PM11$0.00$0.00$0.00$0.00
Chiller System Controls - Year-round (12-Month) Operation / Bldg. 39/MRI
(LOT BY BLDG.)Spring PM21$0.00$0.00$0.00$0.00
Monthly PM211$0.00$0.00$0.00$0.00
Preventive Maintenance Tasks Subtotal ($)$0.00
Time and Material Rates
With respect to labor and material for repairs not covered under the routine maintenance (including emergency service), provide labor rate quote. If on-site emergency service is requested by the FACILITY, a CONTRACTOR Service Technician shall arrive on-site within two (2) hours of the FACILITY's request for an on-site CONTRACTOR Technician. Prior FACILITY approval is required for all repairs. Material markup will be fixed at 10%. Shipping costs are not to be included in the material markup. There is no reimbursement for travel time and/or travel expenses including mileage and fuel costs.
Straight Time is defined as an eight (8) hour day Monday thru Friday. Overtime includes all other times except hours/days indicated as Straight Time, i.e.: NY State Holidays, weekends, etc.
Directions: 1) Insert the Hourly Labor Rate in the Unit Cost ($) column for Straight Time, Overtime, and Training. Do not enter any pricing for the Material Allowance; 2) The Annual Cost for the Contract Year, which is equal to the Estimated Service Frequency per Year x Unit Cost is calculated automatically; 3) The Total Amount (Years 1 – 5) for Straight Time, Overtime, and Training for each Contract Year (1 through 5) is calculated automatically; 4) The Time & Material Allowance Subtotal which is equal to the sum of the Total Amount (Years 1 – 5) column (Total Material Allowance + Total Straight Time + Total Overtime + Total Training) is calculated automatically.
The Unit Cost for each item must be completed for each item listed (unless blocked). Do not leave any areas blank or the bid may be disqualified. Please be advised that only actual services performed may be invoiced at the Unit Costs quoted as per Appendix C of the contract. Bidders are bound by the Unit Costs provided and cannot be changed after the Bid Opening.
ItemBid UnitEst. Service Freq. Per YearYear 1
Unit Cost ($)Year 1 Annual Cost ($)Year 2
Unit Cost ($)Year 2 Annual Cost ($)Year 3
Unit Cost ($)Year 3 Annual Cost ($)Year 4 Unit Cost ($)Year 4 Annual Cost ($)Year 5
Unit Cost ($)Year 5 Annual Cost ($)Total Amount (Years 1-5)
Material AllowanceLOT1$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$140,000.00$700,000.00
HVAC Technician Straight TimeHRS.300$0.00$0.00$0.00$0.00$0.00$0.00
HVAC Technician OvertimeHRS.80$0.00$0.00$0.00$0.00$0.00$0.00
Chiller Technician Straight TimeHRS.120$0.00$0.00$0.00$0.00$0.00$0.00
Chiller Technician OvertimeHRS.80$0.00$0.00$0.00$0.00$0.00$0.00
Training RateHRS.8$0.00$0.00$0.00$0.00$0.00$0.00
Time and Material Allowance Subtotal ($)$700,000.00
Note: The material allowance and the number of straight time, overtime and training hours are estimated and are only used for purposes of determining the lowest responsible bidder and an estimated contract total cost. Payment will only be made on the actual number of hours for repairs and the cost of materials used.
Bid Totals
Directions: When finished, be sure to sign and date the bottom of the Bid Totals sheet. Only the signed original Bid Quote Sheet can be submitted with the proposal.
Preventive Maintenance Task Sub-Total (Page 7)$0.00
Time and Material Allowance Sub-Total (Page 8)$700,000.00
TOTAL BID$700,000.00
When applicable,
-The bidder’s signature below attests that they have reviewed the prevailing wage rates that apply to this solicitation.
-The bidder’s signature below attests to the receipt and understanding of the questions & answers associated with this solicitation.
-The bidder’s signature below attests that they will inform the OMH in writing of the name(s) of any individual(s) who will provide any service under the resulting contract who has not been off the New York State payroll for at a minimum of two years from the start date of the resulting contract. The bidder must notify the OMH of such individual(s) prior to the start of the contract or prior to that individual(s) providing any service in accordance with resulting contract.
-The bidder’s signature below attests they have reviewed and understand the requirements stated in the IFB (section 17) and the OMH contract boilerplate (Appendix C) regarding the necessity to accept Electronic Payments for all invoices if awarded this contract, and certifies that it has already applied to participate in the State Comptroller’s Electronic Payment system, or will do so within 10 days of receiving notification of contract selection.
-If award is to an individual:
□The signature below attests that I have not been on the New York State payroll during the last two years.
OR
□The signature below attests that I have been on the New York State payroll during the last two years and the N.Y. State Ethics Commission Approval Letter is attached.

Name of Firm_______________________________________________________ Date _________________________

Authorized Representative (Print):_____________________________________ Authorized Signature________________________________________

&"Arial,Regular"ATTACHMENT D - BID QUOTE SHEET

NAME PSYCHIATRIC CENTER #OMH01-C201XXX-3650XXX

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