J041 Maintenance, repair, and rebuilding of refrigeration, air conditioning, and air circulating equipment, including HVAC systems
SOL: 36C24226Q0571
DUE: May 1, 2026, on February 17, 2023, at 3 PM EST.       Â
SET ASIDE: N/AÂ Â Â Â Â Â Â Â Â Â Â Â Â
NAICS: 811310 - repair and maintenance of commercial and industrial machinery and equipment, excluding automotive and electronic devices
POP: 5/11/2026 4/30/2031
AGENCY: Hudson Valley VA Healthcare System, Montrose, located at 2094 Albany Post Rd., Montrose NY 10548
POC:Â Charles Collins, email Charles.Collins@va.gov. Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â
DESCRIPTION: NOTICE OF INTENT TO AWARD A SOLE SOURCE CONTRACT TO SPIRAX SARCO INC.Â
Market research was conducted and determined that SPIRAX SARCO INC. is the only vendor capable of meeting the requirements at Hudson Valley VAHCS, Montrose Campus.
This Notice of Intent is not a request for Proposals or Quotations. No solicitation document exists, and no telephone or email inquiries will be accepted.       Â
No contract award will be made on the basis of proposals or quotations received in response to this notice.       Â
The government consider all Expressions of Interest (EOI) received prior to May 1, 2026. Â
A determination by the Government not to compete this proposed contract based upon responses to this notice is solely within the discretion of the Government.Â
Information received will be considered solely for the purpose of determining whether to conduct a competitive procurement. Â
Responses to this notice must be emailed to Charles.Collins@va.gov and received by 3 PM EST on May 1, 2026.                Â
Submitters are responsible for ensuring their EOI reaches the designated contracting officer on-time.                 Â
See attached Statement of Work below for additional details.    Â
If you have any questions or concerns, please contact me.
STATEMENT OF WORK
Contract Title:
Sarco Equipment Maintenance Contract
Background:
The VA Hudson Valley Health Care System (HCS) has a number of Sarco equipment at both Montrose and Castle Point campuses. These include heat exchanger units, control valves, and steam traps, which are critical for steam system efficiency and safety. There is a need to maintain these systems through preventive maintenance and perform regular service to ensure reliability, compliance, and energy efficiency. Under this contract, Spirax Sarco will perform technical assessments, cleaning-in-place (CIP), steam trap surveys, and major component rebuilds to maintain system integrity and performance.
Place of Performance:
VA Hudson Valley Health Care System
Montrose Campus
2094 Albany Post Road, Montrose, NY 10548
VA Hudson Valley Health Care System
Castle Point Campus
41 Castle Point Road, Wappinger Falls, NY 12590
Estimated Period of Performance:
The base period of performance will be one (1) year from the date of award with provisions of four (4) Option Years.
Scope:
Spirax Sarco shall provide all labor, management, tools, and equipment to perform Technical Assessment (TAC), Steam Trap Survey, CIP cleaning, and installation/commissioning services. The scope includes quarterly health checks, diagnostics of heat exchanger units, and a major control valve rebuild in option Year #4.
The contractor shall perform the following tasks:
- Conduct Quarterly Technical Assessment of steam utilization equipment at Montrose Campus, includes quarterly health checks and diagnostics.
- Perform Annual manual steam trap survey at both campus and provide detailed reporting.
- Execute Annual CIP cleaning for heat exchanger units.
- Installation, repair, commission and replace Spirax Sarco components as required.
- Complete control valve rebuild of all applicable equipment in option year #4 of the maintenance contract.
See Appendix A for a detailed list of the Contract Deliverables.
Additional Notes:
Mobilization will occur within 30 days of award. Exclusions include structural supports, electrical work, civil engineering, and hazardous material handling.
Reporting Requirements:
Contractor shall provide detailed reports after each service visit, including TAC findings, steam trap survey results, and CIP performance data. Reports must be submitted within 14 business days.
Qualifications:
All services under this contract shall be performed by Sarco service engineers with minimum five years experience working for Sarco. The service engineer shall be trained and certified by Sarco.
Privacy:
The C&A requirements do not apply. A Security Accreditation Package is not required. VA privacy training requirements remain in effect.
Appendix A Contract Deliverables
Item
Description
1
Technical Assessment Contract of SXS Steam Utilization Equipment
Base +4 Year Contract
Standard Technical Assessment Contract Offering
(1) SXS Service Technician, (4) Visits per year: (2 visits consisting of 2 days), (2 visits Consisting of 3 days) On-Site Workdays (8 Hours), 2 Buildings Per Visit
Perform health checks to all SXS Inc Steam Equipment onsite
Perform rate of change to process / operation
Visual & Observe Operations
Check For Air Leaks on all Pneumatic ancillaries and fittings
**Recommended Rebuild of control valve internals (To be performed on control valves noted to be over Five years in service)
Plug and seat w/ gaskets, stem seal kit, Actuator diaphragm
Replacement of all air fittings and air tubing
***NOTE: Rebuild components to be purchased locally at time of work; this material cost is not included***
Technical Operational Procedure
HX unit Health & Diagnosis
SXS Tech
With Site personnel Site to Isolate Main valves
With System in Operation
Visually inspect Plate pack for Water or Steam Leak Make notation of findings
Minimal steam outage to HX unit will be required
Isolate main steam inlet valve approx. 30 minutes
Isolate water supply and recirculation
Isolate Condensate discharge valve
Check for Cross Contamination
Open Blowdown strainer on the Condensate discharge side
Slowly open the Water Supply inlet valve
With all valves closed and the water supply open
Allow pressure to build up on the water side
Watch the Strainer blow down to see if water starts to run out make notation of internal leaking
Close Condensate Strainer Blow down
Test function of controller
Full stroke of control valve
25, 50, 75, 100% of 4-20mA signal from controller to valve positioner
If Pneumatic check for air leaks at each interval
All air devices on HX unit
Watch the operation of the valve stroke and signal
If electric watch the drive of the actuator and listen to its operation
Validate proper temperature readings on controller
Open Water supply valves for the system operation
Open Condensate Discharge valve
Turn steam back on slowly to normal operation
Adjust Set Point up watch the valve and controller operation and Reaction to rate of change
Adjust Set Point down perform the same
Set back to original settings
Change alarms to trigger
A1
A2 if utilized
Watch and listen for alarms to activate
If equipped with Safety Shut Off valve trigger valve to close
If equipped with high limit water side trim valve trigger to open
Set back to original settings
Visually inspect water safety relief valve
Check Recirculation pump for operation
Visually inspect control valve for steam leaks around the valve stem, packing area, bonnet cover plate
Check the operation of condensate discharge
If equipped with motive steam check trap for operation
Document all scaling found on unit threads, flanges, plates, etc.
Recommendations for found diagnosis repair to be completed
Final Report on complete operation & function testing
CIP of HX units to be performed at time of HX Health and Diagnosis Check
CIP of all units, one visit starting in the 1st year of operation.
This will include the tuning of the unit
Recommended Replacement parts and Labor for repair will be at additional cost
This will not include replacement of plate pack or of control valve internals
CIP ports required to perform the Cleaning
HX Clean-in-Place
LOTO to be performed with Site Personnel achieve zero PSI on water and steam
Shut System off
Hook up to the Cleaning Unit
Cycle Cleaner (Calculation of plate pack to provide proper amount of cleaner) for approximately 2.5 hrs size of unit depending
Cycle Steam valves run stroke test from controller to Control valve
Flushing Plate pack with clean water supply
Back flush cleaning unit
Drain the HX unit to ensure all cleaning product is removed
Fill the HX unit with clean water use the water discharge side to remove all the air from the system through the valve as the vent
Remove LOTO
Turn unit on
Start unit up under slow and low operating conditions
With the SP below the operating conditions crack in slow the Main steam valve
Change the SP on the controller to Current temp condition as seen on the Controller
Buildings include the following:
Montrose Building 3
(2) HXHD-25-30P-SS-H33467 / SSI: 3517587ESD-4389/ESS03361 dated 5/30/2019
Controller SIMS
Control Valves Siemens Actuator
Condensate - APT
Montrose Building 4
(2) HXHD-25-90P-SS-H33467 / SSI: 3517587ESD-4389/ESS03362 dated 6/20/2019
Controller SIMS
Control Valves Rotork Actuator
Condensate PTC + Trap
Montrose Building 5
(2) HXHH30-30P-SS-H3467 / SSI: 176364 dated 8/7/2015
Controller SX90
Control Valves Siemens Actuator
Condensate APT
Montrose Building 12
(2) Domestic Hot Water EasiHeat packages in Pit area
Controller SIMS
Control Valves Semiens Actuator
Condensate APT
Montrose Building 18
(2) Domestic Hot Water EasiHeat Packages
Controller
Control Valves
Condensate
Montrose Building 26 (Pool)
(2) Domestic Hot Water (Brazed) units
Controller SX90
Control Valves Rotork Actuator & AEL6
Condensate Trap to Condensate tank
(2) Domestic Hot Water EasiHeat units SX90 Controllers
Controller SX90
Control Valves Rotork Actuator & AEL6
Condensate Trap to Condensate tank
Montrose Building 28
(2) ESS02246 / SSI 194758 dated 11/24/2015
Controller SIMS
Control Valves Rotork Actuator
Condensate - APT
Montrose Building 52
(2) Heating A & B Brazed units SX90 Controllers
Controller SX90
Control Valves Rotork Actuator
Condensate -
(2) Domestic Hot Water A & B Brazed units -SX90 Controllers
Controller SX90
Control Valves 25P
Condensate -
2
Manual Steam Trap Survey
2a - VA Montrose Trap Count:
Estimated up to: 100 in total (1 Tech @ 1.5 days at campus)
2b - VA Castle Point Trap Count:
Estimated up to: 150 in Total (1 Tech @ 2.5 days at campus)
Estimated up to: 0 At High Reach
Lifts, and Ladders Not Included
Customer will install replacements as recommended
Installation of Steam Trap SXS Project team available for Installation Upon Request at additional cost.
Locating and identifying all accessible steam traps in the requested facility
Tagging of all steam traps with stainless steel tags as required
Steam Trap Testing
Verify trap operation with ultrasonic leak detector
Scope failed traps for upstream and downstream requirements (iso valves, strainers, etc.)
Steam Trap Survey Report Includes:
Steam loss analysis, statistical report of traps surveyed w/ steam losses and pressures, report of failed traps: failed open, closed, isolated and rapid cycle, cost of failed traps
Misapplied or incorrect installations
Inventory report of installed traps based on operating unit w/ recommended replacements
Mapping Not Included
Provide report with recommended action items after each visit
Identify critical parts to have onsite as spares
Total cost of ownership based on cost of steam, trap population and survey results
Note: Any Steam Trap covered by insulation must have insulation removed for Steam Trap Testing prior to SXS Technician arrival
3
Installation / Commissioning
Major Materials & Equipment
Montrose Building 3 Need Unlock code for SIMS Panel units currently not in operation
Check Valve Operation once back online
Easiheat P&F HX #1
Easiheat package P&F for DHW with recirc and APT, SIMS
HXHD-25-30P-SS-H33467 SSI: 3517587 ESD-4389/ESS03361 dated 5/30/2019
Replace SIMS Battery backup for controller
EasiHeat P&F HX #2
Easiheat package P&F for DHW with recirc and APT, SIMS
HXHD-25-30P-SS-H33467 SSI: 3517587 ESD-4389/ESS03361 dated 5/30/2019
Replace SIMS Battery backup for controller
Part Include:
(1) New Electric Control Valve
Montrose Building 4
Easiheat P&F HX #1 (window side)
Easiheat package P&F for DHW with recirc and PTC+trap, SIMS
HXHD-25-90P-SS-H33467 SSI: 3517587 ESD-4389/ESS03362; dated 6/20/2019
Replace Valpes backup battery in actuator
Replace SIMS Battery backup for controller
EasiHeat P&F HX #2 (Wall Side) 1st Priority
Easiheat package P&F for DHW with recirc and PTC+trap, SIMS
HXHD-25-90P-SS-H33467 SSI: 3517587 ESD-4389/ESS03362; dated 6/20/2019
Rebuild internal 2 LEA43
Rebuild internal 3 LEA43
Replace Valpes backup battery in actuator
Replace SIMS Battery backup for controller
Check Pump Pkg after startup
Spirax Sarco Globe Valve Rebuild Internal Part Include:
Stem Seal kit, Plug and Seat, Gaskets for Both HX Units
Montrose Building 5
Easiheat P&F HX #1 (basement entry side)
Easiheat package P&F building heat APT w/ SX90
HXHH30-30P-SS-H3467 SSI: 176364 dated 8/7/2015
Requires Brand new Control Valve
Connect 4-20mA
Power Wire
Stroke & Calibrate Control Valve to Controller
Part Include:
(1) New Electric Control Valve
Easiheat P&F HX #2
Easiheat package P&F building heat APT w/ SX90
HXHH30-30P-SS-H3467 SSI: 176364 dated 8/7/2015
Re-Tune Both HX units to current demand
Montrose Building 12 (Pit Location) Hi Temp area need unlock codes for panel startup
Easiheat P&F HX #1
Easiheat package P&F for DHW with recirc and APT, SIMS
SIMS panel Replacement of battery backup for controller
EasiHeat P&F HX #2 (Door Side)
Easiheat package P&F for DHW with recirc and APT, SIMS
SIMS panel Replacement of battery backup for controller
Replacement (1)- 3 High Limit Safety Shutoff Valve
Montrose Building 18
Brazed P&F Heating A
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F Heating B
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F DHW A
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F DHW B
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Spirax Sarco Globe Valve Rebuild Internal Part Include:
Stem Seal kit, Plug and Seat, Gaskets for Both HX Units
(1) Electric Actuator
Montrose Building 26 (Pool)
Pool Alfa Laval (top)
Change to Rotork from AEL Customer Supplied
Check RTD s currently reading 200F
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Pool Afla Laval (Bottom)
Change to Rotork from AEL Customer Supplied
Check RTD s currently reading 200F
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
DHW (Brazed P&F) Left
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
DHW (Brazed P&F) Right
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Spirax Sarco Globe Valve Rebuild Internal Part Include:
Stem Seal kit, Plug and Seat, Gaskets for Both HX Units
Montrose Building 28
Easiheat P&F HX #2 - Easiheat package P&F for DHW with recirc and APT, SIMS
ESS02246, SSI 194758, dated 11/24/2015
Need replacement waterside manifold Site Personnel to install (Parts have been ordered by VA Montrose Ref# PO 620-R41495)
Change to single CV configuration with Rotork SXS Sr Technician
RTD s RTD need to be Reconfigured install wiring into panel as needed
Re-wire panel for Hi Limit solenoid and Re-circulation pump
Need replacement APT receiver (Repaired On-Site VA Montrose, customer performed)
Spirax Sarco Globe Valve Rebuild Internal Part Include:
Stem Seal kit, Plug and Seat, Gaskets for Both HX Units
Montrose Building 52
Brazed P&F Heating A
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F Heating B
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F DHW A
Rebuild internal 1 1/2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Brazed P&F DHW B
Rebuild internal 2 LEA33 Site to perform work, SXS Sr Tech to Bench set
Spirax Sarco Globe Valve Rebuild Internal Part Include:
Stem Seal kit, Plug and Seat, Gaskets for Both HX Units
4
Option YR #4 Control Valve Rebuild Labor only **
Rebuild Control valve
Remove - Old Actuator and Positioner from Old Control Valve (Save for new Valve body)
(36) Control Valves
Mount Actuator on newly Rebuilt Valve Body
Mount Positioner
Calibrate Stroke of Actuator and Positioner Bench set Control valve
Set Lift of Actuator to PSI settings
Test operation of Control valve with Positioner Bench test operation
With Fluke Meter and supplied Regulated Air
Test 4-20mA Stroke in 25% increments
Watch travel of Valve Stem for full operation
Bench Commission Control Valve for Installation (Installation performed by others)
Site RequirementsÂ
The steam and condensate system will be required to be shut down for the work to be performedÂ
Control Valve to be out of Line and on a workbench to Rebuild and Bench Commission valve
LOTO Required
Air supply required for Calibration of Positioner and function testing at bench