RFP 26-001 - Attachment F-3 - Financial Proposal - STARC-BV 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 attachment for RFP 26-001 submitted by the New York State Office of Mental Health (OMH) and Central NY Psychiatric Center (CNYPC) for Record Retention and Management Services. The RFP seeks to procure a single contractor to provide record retention and management services across three separate five-year contracts effective April 1, 2027 through March 31, 2032: one for CNYPC and statewide Community-Based Operations, one for the STARC-Oakview program, and one for the STARC-Bridgeview program. This specific attachment addresses the STARC-Bridgeview (STARC-BV) location in Ogdensburg, New York. Services include initial pickup and transfer of archived records measured in standard cartons (10" height x 12.5" width x 15.75" length), monthly storage of 100 standard cartons, file retrieval, routine and emergency delivery shipments, bi-annual file pickups, complete inventory services, replacement of storage containers and RFID labels, and permanent withdrawal of records. A mandatory pre-bid conference was scheduled for August 12, 2026, with registration required by August 10, 2026, and attendance required for proposal submission eligibility.

The financial proposal worksheet requires bidders to submit unit rates for each service category across all five contract years, with quantities and service frequencies specified for cost calculation. The form includes sections for initial one-time costs, monthly recurring costs calculated with annual multipliers, bi-annual costs, and estimated permanent withdrawal costs. Bidders are prohibited from modifying the form, deleting any sections, or failing to provide all required bid information, with non-compliance resulting in potential disqualification at OMH's discretion. A normalization provision applies the lowest bid provided for initial pickup services to the incumbent vendor's bid to eliminate cost advantages. Pricing must exclude New York State sales tax due to the agency's tax-exempt status. The authorized offeror must provide a printed name, signature, date, email address, and phone number to complete the proposal submission.

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Text version

STARC_BV

OMH01-T203102-3650270

RECORD RETENTION & MANAGEMENT SERVICES

04/01/2027 - 03/31/2032

3. SECURE TREATMENT & REHABILITATION CENTER - BRIDGEVIEW (STARC-BV)

1 Chimney Point Drive, Ogdensburg, NY 13669

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 prupose 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 Carton50x=$ - 0
Scope of Work SectionServiceUnitQuantityxRate Year 1Rate Year 2Rate Year 3Rate Year 4Rate Year 5x# of months
1.1 C.Monthly StorageStandard Carton100x$ - 0$ - 0$ - 0$ - 0x12
1.1 D.RetrievalFile2x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.1Routine DeliveryShipment2x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.3Scanned DeliveryPage1x$ - 0$ - 0$ - 0$ - 0x12
1.1 E.2Emergency DeliveryShipment1x$ - 0$ - 0$ - 0$ - 0x12
1.1 F.Bi-Annual Pickup of FilesHours10x$ - 0$ - 0$ - 0$ - 0x2
1.1 G.1Complete InventoryFile11x$ - 0$ - 0$ - 0$ - 0x2
Complete InventoryCarton2x$ - 0$ - 0$ - 0$ - 0x2
1.1 G.2Inventory of Previously Retrieved File Returned to StorageFile5x$ - 0$ - 0$ - 0$ - 0x2
1.2 A.Replacement Auto Fold Letter/Legal (as needed) - including any associated labor costEa1x$ - 0$ - 0$ - 0$ - 0x12
Replacement Standard Carton Letter/Legal, Lid (as needed) - including any associated labor costEa1x$ - 0$ - 0$ - 0$ - 0x12
Replacement Standard Carton Letter/Legal (as needed) - including any associated labor costEa1x$ - 0$ - 0$ - 0$ - 0x12
RFID Z LabelEa2x$ - 0$ - 0$ - 0$ - 0x12
RFID T LabelEa2x$ - 0$ - 0$ - 0$ - 0x12
Scope of Work SectionServiceUnitQuantityxRateWithdrawal Cost
1.1 H.Permanent Withdrawal (Estimated)Standard Carton15x=$ - 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
3. STARC-BV 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 #: __________________

File details come from the government source that posted it. Updated .