RFP 26-001 - Attachment F-1 - Financial Proposal - CNYPC-CBOs 07.27.26.xlsx

XLSX spreadsheet 16 KB Posted

Attached to
RFP 26-001 - Record Retention and Management Services
Solicitation number
2137547
Issued by
St. Lawrence County, New York

About this file

This is a Financial Proposal worksheet for RFP 26-001, issued by the New York State Office of Mental Health (OMH) and Central NY Psychiatric Center (CNYPC) to procure Record Retention and Management Services. The RFP seeks to award three separate five-year contracts effective April 1, 2027, to a single vendor: Contract C202946 for CNYPC and statewide Community-Based Operations (CBOs); Contract T203101 for the STARC-Oakview program; and Contract T203102 for the STARC-Bridgeview program. A mandatory pre-bid conference will be held via Webex on Wednesday, August 12, 2026, at 11:00 a.m. ET, with registration required by Monday, August 10, 2026, at 3:00 p.m. ET. Only vendors attending the mandatory pre-bid conference are eligible to submit proposals in response to this RFP. All three financial proposals must be included in proposal submissions using the standalone Financial Proposal worksheets provided.

The financial proposal evaluation is one component of the overall administrative, technical, and financial assessment that will determine contract award. Interested vendors must carefully review the draft contract boilerplates, RFP document, Library of Attachments, and Financial Proposal worksheets to ensure full understanding of all procurement requirements. Specific pricing terms, set-asides, and funding sources are detailed within the financial proposal worksheets and related RFP documentation.

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CNYPC_CBOs

RFP 26-001

RECORD RETENTION & MANAGEMENT SERVICES

04/01/2027 - 03/31/2032

1. Central New York Psychiatric Center (CNYPC) & Corrections-Based Operations (CBOs) 9005 Old River Road, Marcy, NY 13403 & other locations

Note: Bidders are not to change, delete, or make any additions to this form, and are to supply only the bid information that is required. If any changes, deletions, or additions are made by the bidder, or if all of the required bid information is not provided, then at OMH's dicretion, the bid may be disqualified.
For the purpose of this bid and the subsequent contract, the following definitions will apply:

1) Standard Carton = 10" height x 12.5" width x 15.75" length

2) File = 9.5" height x 12" width x 2.5" depth **See Appendix D - Scope of Work of the Contract Boilerplate for an in-depth description of each service below.

*** The lowest bid provided for Section 1.1A below will automatically be applied to the incumbent vendor's bid to normalize the cost and avoid an unfair advantage. This will be for final bid purposes only and will not be reflected in the final contract cost, should the incumbent vendor be awarded the new contract.

Scope of Work SectionServiceUnitQuantityxRate=Initial Cost
1.1 A.Initial Pickup/Transfer of All CNYPC Archived Records and Inventory of CartonsStandard Carton22,500x=$ - 0
Scope of Work SectionServiceUnitQuantityxRate Year 1Rate Year 2Rate Year 3Rate Year 4Rate Year 5x# of months
1.1 C.Monthly StorageStandard Carton26,000x$ - 0$ - 0$ - 0$ - 0x12
1.1 D.RetrievalFile400x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.1Routine DeliveryShipment400x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.3Scanned DeliveryPage50x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.2Emergency DeliveryShipment1x$ - 0$ - 0$ - 0$ - 0x12
1.1 F.Bi-Annual Pickup of FilesHours60x$ - 0$ - 0$ - 0$ - 0x2
1.1 G.1Complete InventoryFile3,000x$ - 0$ - 0$ - 0$ - 0x2
Complete InventoryCarton125x$ - 0$ - 0$ - 0$ - 0x2
1.1 G.2Inventory of Previously Retrieved File Returned to StorageFile900x$ - 0$ - 0$ - 0$ - 0x2
1.2 A.Replacement Auto Fold Letter/Legal (as needed) - including any associated labor costEa5x$ - 0$ - 0$ - 0$ - 0x12
Replacement Standard Carton Letter/Legal, Lid (as needed) - including any associated labor costEa5x$ - 0$ - 0$ - 0$ - 0x12
Replacement Standard Carton Letter/Legal (as needed) - including any associated labor costEa5x$ - 0$ - 0$ - 0$ - 0x12
RFID Z LabelEa10x$ - 0$ - 0$ - 0$ - 0x12
RFID T LabelEa10x$ - 0$ - 0$ - 0$ - 0x12
Scope of Work SectionServiceUnitQuantityxRateWithdrawal Cost
1.1 H.Permanent Withdrawal (Estimated)Standard Carton25,500x=$ - 0
Year 1 CostYear 2 CostYear 3 CostYear 4 CostYear 5 Cost
1.1 C.Monthly StorageStandard Carton$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 D.RetrievalFile$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 E.1Routine DeliveryShipment$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 E.3Scanned DeliveryPage$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 E.2Emergency DeliveryShipment$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 F.Bi-Annual Pickup of FilesHours$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 G.1Complete InventoryFile$ - 0$ - 0$ - 0$ - 0$ - 0
Complete InventoryCarton$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 G.2Inventory of Previously Retrieved File Returned to StorageFile$ - 0$ - 0$ - 0$ - 0$ - 0
1.2 A.Replacement Auto Fold Letter/Legal (as needed) - including any associated labor costEa$ - 0$ - 0$ - 0$ - 0$ - 0
Replacement Standard Carton Letter/Legal, Lid (as needed) - including any associated labor costEa$ - 0$ - 0$ - 0$ - 0$ - 0
Replacement Standard Carton Letter/Legal (as needed) - including any associated labor costEa$ - 0$ - 0$ - 0$ - 0$ - 0
RFID Z LabelEa$ - 0$ - 0$ - 0$ - 0$ - 0
RFID T LabelEa$ - 0$ - 0$ - 0$ - 0$ - 0
$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
1.1 A.Initial Pickup/TransferStandard Carton$ - 0
1.1 H.Permanent Withdrawal (Estimated)Standard Carton$ - 0
1. CNYPC & CBOs Sub-Total$ - 0

By offering a proposal, the Offeror agrees to all terms of the RFP; Fees are not to include sales tax as New York State Agencies are tax-exempt.

Printed name: _____________________ Authorized signature: ____________________________
Date: ___________ E-mail address: ________________________ Phone #: __________________

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