RFQ 19KS7026Q0041_Elevator PMSC.docx

TABLE OF CONTENTS

Section 1 - The Schedule

· SF 1449 cover sheet

· Continuation To SF-1449, RFQ Number 19KS7026Q0041, Prices, Block 23

· Continuation To SF-1449, RFQ Number 19KS7026Q0041, Schedule Of Supplies/Services, Block 20 Description/Specifications/Work Statement

Section 2 - Contract Clauses

· Contract Clauses

· Addendum to Contract Clauses - FAR and DOSAR Clauses not Prescribed in Part 12

Section 3 - Solicitation Provisions

· Solicitation Provisions

· Addendum to Solicitation Provisions - FAR and DOSAR Provisions not Prescribed in Part 12

Section 4 - Evaluation Factors

· Evaluation Factors

· Addendum to Evaluation Factors - FAR and DOSAR Provisions not Prescribed in Part 12

Section 5 - Representations and Certifications

· Offeror Representations and Certifications

· Addendum to Offeror Representations and Certifications - FAR and DOSAR Provisions not Prescribed in Part 12

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NO.

PR16048216

2. CONTRACT NO.

3. AWARD/EFFECTIVE DATE

4. ORDER NUMBER

5. SOLICITATION NUMBER

19KS7026Q0041

6. SOLICITATION ISSUE DATE

6/24/2026

7. FOR SOLICITATION

INFORMATION CALL

a. NAME Helen No, Contracting Officer

b. TELEPHONE NUMBER(No collect calls) 02-397-4762

8. OFFER DUE DATE/LOCAL TIME

7/23/2026, 17:00 p.m. Local Time

9. ISSUED BY CODE

10. THIS ACQUISITION IS |X| UNRESTRICTED OR |_| SET ASIDE: _________ % FOR

U.S. Embassy Seoul General Services Office Seoul, Korea

|_| SMALL BUSINESS

|_| HUBZONE SMALL BUSINESS

|_| SERVICE-DISABLED VETERAN-OWNED SMALL BUSINESS

|_| WOMEN-OWNED SMALL BUSINESS

(WOSB) ELEIGIBLE UNER THE WOMEN-OWNED SMALL BUSINESS PROGRAM

|_| ECONOMICALLY DISADVANTAGED WOMEN-OWNED SMALL BUSINESS (EDWOSB)

|_| 8(A)

NAICS:

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

|X| SEE SCHEDULE

15. DELIVER TO:

CODE

16. ADMINISTERED BY CODE

SeoulProposals@state.gov

FACILITY CODE

18a. PAYMENT WILL BE MADE BY CODE

Company Name:

Address:

Email:

Telephone No.:

U.S. Embassy Seoul Financial Management Office SeoulFMCInvoice@state.gov #188, Sejongdaero, Jongno-gu Seoul, Korea

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

Elevator Maintenance Services

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

30b. NAME AND TITLE OF SIGNER (Type or print)

30c. DATE SIGNED

31b. NAME OF CONTRACTING OFFICER (Type or print)

Helen No 31c. DATE SIGNED

32a. QUANTITY IN COLUMN 21 HAS BEEN

|_| RECEIVED |_| INSPECTED |_| ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ____________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

CORRECT FOR

|_| COMPLETE |_| PARTIAL |_| FINAL

38. S/R ACCOUNT NO.

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41C. DATE

42b. RECEIVED AT (Location)

STANDARD FORM 1449 (REV. 10/2010) BACK

CONTINUATION TO SF-1449

RFQ NUMBER 19KS7026Q0041

PRICES, BLOCK 24

1. SCOPE OF CONTRACT

The Contractor shall complete all work, including furnishing all labor, material, equipment and services required under this purchase order for the following firm fixed price and within the time specified. This price shall include all labor, materials, all insurances, overhead and profit. The performance period will be 12 months.

Elevator #1 in the Chancery

Elevator #2 in the Chancery

Elevator #3 in the Chancery

Elevator #4 in the Chancery

Freight elevator in the #1309 building, Annex

Wheelchair lift in the ADH, Annex

Total Price (including all labor, materials, overhead and profit)

Repair Labor Rates as per Section 1-Scope of Work 2.2

PER YEAR: W_____________/hr.

2. VALUE ADDED TAX (VAT)

The Government will not reimburse the Contractor for VAT under this contract. The Contractor shall not include a line for VAT on Invoices as the U.S. Embassy has a tax exemption certificate with the host government.

CONTINUATION TO SF-1449

RFQ NUMBER 19KS7026Q0041

SCHEDULE OF SUPPLIES/SERVICES, BLOCK 20

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

SECTION 1 – SCOPE OF WORK

1. SCOPE OF SERVICES

The U.S. Embassy in Seoul, South Korea requires preventive maintenance services for four (4) elevators in Chancery, and one (1) hydraulic freight elevator, one (1) electric ADA (wheelchair) lift in the Annex compound. These services shall result in all systems being serviced under this agreement being in good operational condition when activated.

1.1 TYPE OF CONTRACT

This is a firm fixed price contract payable entirely in Korean Won. Prices for all Contract Line Item Numbers (CLIN) shall include proper disposal of toxic substances. See 8.3. No additional sums will be payable for any escalation in the cost of materials, equipment, or labor, or because of the contractor's failure to properly estimate or accurately predict the cost or difficulty of achieving the results required. The contract price will not be adjusted due to fluctuations in currency exchange rates.

2. PRICING

The rates below include all costs associated with providing preventive maintenance services in accordance with the attached scope of work, and the manufacturer’s warranty including materials, labor, insurance, overhead, and profit. Value Added Tax (VAT) is not applicable to this contract and shall not be included in the CLIN rates or Invoices because the U.S. Embassy has a tax exemption certificate from the host government.

2.1. The Contractor shall provide the services shown below for a period of 12 months. The Contractor shall submit an invoice monthly.

Elevator #1 in the Chancery

Elevator #2 in the Chancery

Elevator #3 in the Chancery

Elevator #4 in the Chancery

Freight elevator in the #1309 building, Annex

Wheelchair lift in the ADH, Annex

2.2. Repair option. Repairs are NOT included under this agreement (see 7.1.4) and are to be done outside this contract. However, the Government desires current labor rates in the event that there is an issue discovered during the preventive maintenance of the specified equipment. Please provide your current labor rates in the Repair Option fields below. As stated in 7.1.5 any necessary repairs or parts will be submitted for approval and then billed against a separate PO. The Contractor is not approved to do any additional work without specific authorization from the Contracting Officer.

Repair Labor Rates

PER YEAR: W_____________/hr.

3. AWARD TO PROCEED

After Contract award and submission of acceptable insurance certificates and copies of all applicable licenses and permits, the contractor shall begin performance after receiving award.

4. EQUIPMENT AND PERFORMANCE REQUIREMENTS

4.1. The U.S. Embassy Seoul, South Korea requires the Contractor to maintain the following equipment in a safe, reliable, and efficient operating condition. Please see equipment list included in Exhibit A for a more detailed description.

4.2. The Contractor shall provide all necessary managerial, administrative, and direct labor personnel, as well as all transportation, equipment, tools, supplies, and materials required to perform inspection, maintenance, and component replacement as required to maintain the systems in accordance with this work statement and the manufacturer’s specifications. The services should be provided on a monthly basis. Under this Contract the Contractor shall provide:

· 24 hours call back service. Entrapments or accidents involving vertical transportation equipment are an emergency call back, as is a condition where all units are out of service. These calls should have a 1-hour maximum response time. Other call backs should carry a maximum response time of 24 hours.

· Periodic inspection and tests. The contractor shall provide all necessary procedures, labor, testing equipment and test weights.

· Maintenance Control Plan. The contractor shall provide a maintenance control plan to include all units.

· Disposal of hazardous materials in accordance with contract and local regulations.

· Examination and testing of underground hydraulic systems.

4.3. Performance Standards

The elevators and lifts shall be clean and in good operating condition upon completion of the service. The preventive maintenance service shall result in the parts of the system serviced being in a condition to operate efficiently and effectively.

5. HOURS OF PERFORMANCE

5.1. The Contractor shall maintain work schedules. The schedules shall take into consideration the hours that the staff can effectively perform their services without placing a burden on the security personnel of the Post. The Contractor shall deliver standard services between the hours of 8:30AM and 5:00PM, Monday through Friday. No work shall be performed on US Government and local holidays.

6. ACCESS TO GOVERNMENT BUILDINGS AND STANDARDS OF CONDUCT

6.1. General. The Contractor shall designate a representative who shall supervise the Contractor’s technicians and be the Contractor’s liaison with the American Embassy Seoul, South Korea. The Contractor’s employees shall be on-site only for contractual duties and not for any other business or purpose. Contractor employees will be given access to the equipment and equipment areas and will be escorted by Embassy personnel.

6.2. Personnel Security. The Government reserves the right to deny access to U.S.-owned and U.S.-operated facilities to any individual. The Contractor shall provide the names, biographic data, and police clearance on all Contractor personnel who will be used on this Contract prior to their utilization. Submission of information shall be made within 30 days of award of contract. No technician will be allowed on site without prior authorization. Note: this may include cleared personnel if advance notice of visit is not given at least one week before the scheduled visit.

6.2.1 Vehicles. Contractor vehicles will not be permitted inside the embassy compound without prior approval. If vehicle access is necessary, submit contractor vehicle information (Make, Model, License Plate #) along with a written justification as to why access is necessary. This shall be submitted to the Facility Manager at least one (1) week prior to the visit.

6.2.2 Government shall issue identity cards to Contractor personnel, after they are approved. Contractor personnel shall display identity card(s) on the uniform at all times while providing services under this contract. These identity cards are the property of the US Government. The Contractor is responsible for their return at the end of the contract, when an employee leaves Contractor service, or at the request of the Government. The Government reserves the right to deny access to U.S.-owned and U.S.-operated facilities to any individual.

6.3. Security Clearances. Security clearances are not a requirement for performance on this contract, as there will be no access to classified information or areas.

6.3.1 The Contractor must comply with all of the following requirements relating to the protection of U.S. Embassy in Seoul personnel, property, and compound project information and cooperate fully in all security matters Sensitive But Unclassified (SBU) and information that may arise relating to this contract.

Contractor personnel may also be exposed to various documents and signs, including Post notices, event schedules, DoS regulations, and conversations or announcements relating to the operation of the U. S. Embassy Seoul and diplomatic personnel. This information should not be shared with anyone not employed by or falling under the protection of the Embassy.

Contractor personnel may be exposed to various documents, such as blueprints, drawings, sketches, notes, surveys, reports, photographs, and specifications, received or generated in conjunction with this contract. These documents contain information associated with diplomatic facilities for the U.S. Department of State. These documents have been marked with the handling designations “Unclassified” or “Sensitive But Unclassified” and US Government warnings against reproduction and distribution. These documents require special handling and dissemination restrictions. All handling designations and warnings on original documents must be reproduced on subsequent copies.

The loss, compromise, or suspected compromise or loss of any SBU information, contract related information (personnel files, payroll information, etc.), any post or diplomatic facility related information (documents, notes, drawings, sketches, surveys, reports, exposed film, negatives, or photographs), or ANY information which may adversely affect the security interests of the United States, must be immediately brought to the attention of the Contracting Officer (CO) and Contracting Officer’s Representative (COR).

Photographs of any diplomatic overseas building or facility must be authorized in advance by the COR and Regional Security Officer (RSO), who will establish any controls, limits, and/or restrictions as necessary. Exposed film depicting any Controlled Access Area and/or sensitive equipment must be developed in a U.S. - controlled environment by appropriately cleared personnel. No further dissemination, publication, duplication, or other use beyond that which was requested and approved is authorized without specific, advance approval from DS. DS reserves the right to demand retention of all copies of said photographs and/or negatives, following fulfillment of the previously authorized usage.

Transmission of any information marked Sensitive But Unclassified (SBU) or contract/personnel sensitive information, via the Internet, is prohibited. SBU information can be transmitted via ProjNet, mail, FedEx (or other commercial carrier), fax, or hand carried by authorized contractor personnel.

Discussion of U.S. Diplomatic post activities while not on post, to include in homes, hotel rooms, restaurants, and all other public places, is prohibited. Any contact with host or third country nationals that seems suspicious (such as undue curiosity in the project or project personnel) shall be reported immediately to the COR and RSO.

The Contractor and its employees shall exercise utmost discretion in regard to all matters relating to their duties and functions. They shall not communicate to any person any information known to them by reason of their performance of services under this contract which has not been made public, except to the extent necessary to perform their required duties in the performance of the contract requirements or as provided by written authorization of the Contracting Officer. All documents and records (including photographs) generated during the performance of work under this contract shall be for sole use of and shall become the exclusive property of the U.S. Government. No article, book, pamphlet, recording, broadcast, speech, television appearance, film, or photograph concerning any aspect of the work performed under this contract shall be published or disseminated through any media, to include company or personal websites, without the prior written authorization of the Contracting Officer. These obligations do not cease upon the expiration or termination of this contract or at any other point in time. The Contract shall include the substance of this provision in all subcontracts hereunder.

6.3.2 Security Clearances. All Work locations under this contractor that are designated as non-CAA areas may be performed by un-cleared American or local workers. The Contractor shall work closely with the COR.

6.4 Standards of Conduct

6.4.1 General. The Contractor shall maintain satisfactory standards of employee competency, conduct, cleanliness, appearance, and integrity and shall be responsible for taking such disciplinary action with respect to employees as may be necessary. Each Contractor employee shall adhere to standards of conduct that reflect credit on themselves, their employer, and the United States Government. The Government reserves the right to direct the Contractor to remove an employee from the worksite for failure to comply with the standards of conduct. The Contractor shall immediately replace such an employee to maintain continuity of services at no additional cost to the Government.

6.4.2 Neglect of Duties. Neglect of duties is unacceptable. This includes sleeping while on duty, unreasonable delays, or failures to carry out assigned tasks, conducting personal affairs during duty hours, and refusing to render assistance or cooperate in upholding the integrity of the worksite security.

6.4.3 Disorderly Conduct. The Contractor shall not condone disorderly conduct, use of abusive or offensive language, quarreling, and intimidation by words, actions, or fighting. Also included is participation in disruptive activities that interfere with normal and efficient Government operations.

6.4.4 Intoxicants and Narcotics. The Contractor shall not allow its employees, while on duty, to possess, sell, consume, or be under the influence of intoxicants, drugs, or any substances which produce similar effects.

6.4.5 Criminal Actions. Contractor employees may be subject to criminal actions as allowed by law in certain circumstances. These circumstances include but are not limited to the following actions:

· Falsification or unlawful concealment, removal, mutilation, or destruction of any official documents or records or concealment of material facts by willful omission from official documents or records

· Unauthorized use of Government property, theft, vandalism, or immoral conduct

· Unethical or improper use of official authority or credentials

· Security violations

· Organizing or participating in gambling of any form

· Misuse of weapons.

6.4.6 Key Control. The Contractor will not be issued any keys. The keys will be checked out by a “Cleared American” escort on the day of service requirements.

6.4.7 Notice to the Government of Labor Disputes. The Contractor shall inform the COR of any actual or potential labor dispute that is delaying or threatening to delay the timely performance of this contract.

7. SCHEDULED PREVENTIVE MAINTENANCE

7.1. General

7.1.1 The Contractor shall perform preventive maintenance as outlined in Exhibit A - STATEMENT OF WORK. The objective of scheduled preventive maintenance is to eliminate system malfunction, breakdown, and deterioration when units are activated/running.

7.1.2 The Contractor shall inventory, supply, and replace expendable parts that have become worn due to wear and tear. The Contractor shall maintain a supply of expendable and common parts on site so that these are readily available for normal maintenance in addition to the appropriate tools, testing equipment, safety shoes and apparel for technicians, personal protective equipment (hands, hearing, eye protection), SDS, cleaning material, and oil spill containment kits. The contractor shall inventory the supply after each visit and order replacement supplies and have them delivered on site. Maintenance materials shall be unused and are to be industry standard and intended for the task to be performed. The Contractor shall use UL or equivalently listed materials and parts.

7.1.3 Exclusion. This contract does NOT include repair of equipment and replacement of hardware (e.g. bearings, pistons, piston rings, crankshaft, and gears). Hardware replacements will be separately priced out by the Contractor for the Government’s approval and acceptance. The Government has the option to accept or reject the Contractor’s quote for parts and reserves the right to obtain similar spare parts from other competitive sources. If required by the Government, the Contractor shall utilize Government-purchased spare parts, if awarded the work. Such repairs/replacements will be accomplished by a separate purchase order. However, this exclusion does not apply if the repair is to correct damage caused by Contractor negligence.

7.1.4 Replacement/repair of any electronic or electrical parts shall be approved by the COR prior to installation of the part. If the Contractor proceeds to replace any electronic or electrical parts without COR approval, the Contractor shall de-install the parts at no cost to the Government.

The Contractor shall submit to the COR a schedule and description of preventive maintenance tasks which the Contractor plans to perform. The Contractor shall prepare this schedule and task description in a checklist format for the COR’s approval prior to contract work commencement.

7.2.1 The Contractor shall provide trained technicians to perform the service at frequencies stated in Exhibit A and on the equipment called out in this SOW. The technician shall sign off on every item of the checklist and leave a copy of this signed checklist with the COR or the COR's designate after each maintenance visit.

7.2.2 It is the responsibility of the Contractor to perform all manufacturers’ recommended preventive maintenance including preventive maintenance recommended by the manufacturers’ technical manuals for the respective equipment.

7.2.3 Additionally, the maintenance contractor shall obtain and keep at the post, O&M binders provided by the manufacturers. These binders shall be placed in a location accessible to post personnel to review as needed.

8. PERSONNEL, TOOLS, CONSUMABLE MATERIALS AND SUPPLIES

The Contractor shall provide trained technicians with the appropriate tools and testing equipment for scheduled maintenance, safety inspection, and safety testing as required by this Contract. The Contractor shall provide all of the necessary materials and supplies to maintain, service, inspect, and test all the systems to be maintained.

8.1 Contractor furnished materials include but are not limited to appropriate tools, testing equipment, safety shoes and apparel for technicians, PPE (hands, hearing, and eye protection), SDS, cleaning material, and oil spill containment kit. Expendable/consumable items and shall be maintained in the onsite inventory. See 7.1.2.

8.2 Repairs are not included in this contract. See 7.1.4. Exclusions.

8.3 Disposal of used oil, fuel, battery, and other toxic substances. The Contractor is responsible for proper disposal of toxic/hazardous substances. All material shall be disposed of according to Government and Local law. After proper disposal, the contractor must show proof of authorized disposal of these toxic/hazardous substances.

9. SOFTWARE, LICENSES AND PASSWORDS

Copies of any and all software and licenses needed to control or to adjust the communications module shall be given to the post upon completion of the work.

10. DELIVERABLES

Provide a written report in English to the COR containing the following:

a) System information (make, model, all devices types)

b) Pass/Fail of each feature and type of component tested. If a device fails, note device type, address, and location within Post.

c) Any comments on system (or device) condition pertaining to service life and dependability.

d) Full printout of the test from system printer

The following items shall be delivered under this contract:

11. INSURANCE REQUIREMENTS

11.1 Personal Injury, Property Loss, or Damage (Liability). The Contractor assumes absolute responsibility and liability for any and all personal injuries or death and property damage or losses suffered due to negligence of the Contractor’s personnel in the performance of this Contract.

The Contractor’s assumption of absolute liability is independent of any insurance policies.

11.2 Insurance. The Contractor, at its own expense, shall provide and maintain during the entire period of performance of this Contract, whatever insurance is legally necessary. The Contractor shall carry the following minimum insurance:

Public Liability Insurance

Bodily damage: W 100,000,000 per occurrence Cumulative: W 100,000,000 per occurrence

Workers’ Compensation and Employer’s Liability

11.3 Worker's Compensation Insurance. The Contractor agrees to provide all employees with worker's compensation benefits as required under local laws (see FAR 52.228-4 “Worker’s Compensation and War-Hazard Insurance Overseas”).

12. LOCAL LAW REGISTRATION

If the local law or decree requires that one or both parties to the contract register the contract with the designated authorities to ensure compliance with this law or decree, the entire burden of this registration shall rest upon the Contractor. Any local or other taxes which may be assessed against the Contract shall be payable by the Contractor without Government reimbursement.

13. QUALITY ASSURANCE PLAN (QAP)

13.1 Plan. This plan is designed to provide an effective surveillance method to promote effective Contractor performance. The QAP provides a method for the Contracting Officer's Representative (COR) to monitor Contractor performance, advise the Contractor of unsatisfactory performance, and notify the Contracting Officer of continued unsatisfactory performance. The Contractor, not the Government, is responsible for management and quality control to meet the terms of the Contract. The role of the Government is to conduct quality assurance to ensure that Contract standards are achieved.

Services.

Performs all services set forth in the Statement of Work (SOW)

13.2 Surveillance. The COR will receive and document all complaints from Government personnel regarding the services provided. If appropriate, the COR will send the complaints to the Contractor for corrective action.

13.3 Standard. The performance standard is that the Government receives no more than one (1) customer complaint per month. The COR shall notify the Contracting Officer of the complaints so that the Contracting Officer may take appropriate action to enforce the inspection clause (FAR 52.212-4, Contract Terms and Conditions-Commercial Items), if any of the services exceed the standard.

13.4. Procedures.

13.4.1 If any Government personnel observe unacceptable services, either incomplete work or required services not being performed, they will immediately contact the COR.

13.4.2 The COR will complete appropriate documentation to record the complaint.

13.4.3 If the COR determines the complaint is invalid, the COR will advise the complainant. The COR will retain the annotated copy of the written complaint for his/her files.

13.4.4 If the COR determines the complaint is valid, the COR will inform the Contractor and give the Contractor additional time to correct the defect, if additional time is available. The COR shall determine how much time is reasonable.

13.4.5 The COR shall, as a minimum, orally notify the Contractor of any valid complaints.

13.4.6 If the Contractor disagrees with the complaint after investigation of the site and challenges the validity of the complaint, the Contractor shall notify the COR. The COR will review the matter to determine the validity of the complaint.

13.4.7 The COR will consider complaints as resolved unless notified otherwise by the complainant.

13.4.8 Repeat customer complaints are not permitted for any services. If a repeat customer complaint is received for the same deficiency during the service period, the COR will contact the Contracting Officer for appropriate action under the Inspection clause.

14. TRANSITIONS/CONTACTS

Within 30 days after contract award, the Contracting Officer may ask the contractor to develop a plan for preparing the contractor to assume all responsibilities for preventive maintenance services. The plan shall establish the projected period for completion of all clearances of contractor personnel, and the projected start date for performance of all services required under this contract. The plan shall assign priority to the selection of all supervisors to be used under the contract.

14.1 On site contact. The following are the designated contact personnel between the US Embassy and the Contractor

15. SUBMISSION OF INVOICES

The Contractor shall submit an invoice after each preventive maintenance service has been performed. Invoices must be accompanied by a signed copy of the Maintenance Checklist for the work performed including parts replacement and break down calls, if any. No invoice for preventive maintenance services will be considered for payment unless accompanied by the relevant documentation.

The Contractor should expect payment 30 days after completion of service or 30 days after receipt of invoice at the Embassy's payment office, whichever is later. Invoices shall be sent to:

AMERICAN EMBASSY SEOUL

Financial Management Center, 188 Sejong-Daero, Jongno-Gu, Seoul Korea 03141

EXHIBIT A

Statement of Work

Preventive Maintenance and Repair

Elevators: Electric traction and Hydraulic

1. SCOPE

0. The Contractor agrees to provide skilled competent employees trained by the elevator manufacturer or an accredited elevator apprentice program for the purpose of maintenance and repair of elevators, dumbwaiters, accessibility lifts, and material lifts as defined in ASME 17.1 Safety Standard for Elevators and Escalators. Maintenance shall include monthly preventive maintenance, repair, and replacement of worn or defective components, lubrication, cleaning, and adjusting as required for operation as designed. Only parts and supplies recommended by the original equipment manufacturer shall be installed.

0. Other services to be provided by the contractor include:

1. 24 hours call back service. Entrapments or accidents involving vertical transportation equipment are an emergency call back, as is a condition where all units are out of service. These calls should have a 1-hour maximum response time. Other call backs should carry a maximum response time of 24 hours.

1. Periodic inspection and tests. The contractor shall provide all necessary procedures, labor, testing equipment and test weights.

1. Maintenance Control Plan. The contractor shall provide a maintenance control plan to include all units.

1. Disposal of hazardous materials in accordance with contract and local regulations.

1. Examination and testing of underground hydraulic systems.

0. Regulation:

2. ASME A17.1 Safety Standard for Elevators and Escalators

2. ASME A17.2 Guide for Inspections of Elevators, Escalators, and Moving Walks

2. ASME A17.2 Safety Code for Existing Elevators and Escalators

2. 15 FAM 660 Elevator Management Program

1. OWNERS RESPONSIBILITIES

1. Main line disconnects shall be of the enclosed type: circuit breaker or properly fused and provided with a lock out feature.

1. Machine rooms, pits and other equipment rooms must be kept locked.

1. Control of keys as required by ASME A17.1, Section 8.6.10.3.

1. Machine rooms and pits shall have proper illumination. Pit lights shall be guarded. Convenience outlets equipped with GFCI shall be furnished.

1. Class ABC fire extinguishers are required in machine room. See ASME A17.1, Section 8.6.1.6.5.

1. Car top exits must be able to open from outside only.

1. Side exits, where provided, must be arranged so the door can be opened from inside the car only by a special removable key and from outside the car by a non-removable handle. Side exits shall be equipped with contacts. Keys shall be stored as specified in Paragraph 4.3.

1. Repair and replacement of door panels, frames, fixtures and their appurtenances, car interiors and lighting, as well as damages including misuse and vandalism and shall be promptly corrected through coordination with the maintenance contractor.

1. Equipment room environment shall be maintained as specified by the equipment manufacturer.

1. Smoke detectors etc. for firefighters' service and main line disconnecting means where sprinklers are provided in elevator spaces.

1. Identification:

10. Test tags and seals must be in place.

10. Rope tags (and resocketing tags) shall be furnished as required.

10. Ensure machine room code data sign, crosshead data plate, buffer data plates, etc. are provided in accordance with the applicable codes. Data plates shall be updated to list any alterations.

10. Ensure all landings are properly illuminated.

10. Communication systems.

10. Hoistway door unlocking device key(s) shall be stored as specified in Paragraph 4.3.

1. ELEVATOR/LIFT CLEANLINESS

0. Car top shall be free of debris, lint, and lubricants. Pans, securely fastened in place, shall be provided under the door operator and rope hitches, if necessary. Assessment of cleanliness shall be based on minimum fire hazard and freedom from lubricant and dirt that could be tracked through the building or could constitute an unsafe surface for a person on the car top. A vacuumed surface free from lubricants shall be satisfactory. Material must not be stored on the car top. All equipment on the car top, including flexible cords, must be securely fastened to prevent snagging or falling from the car.

0. Pit area shall be dry and free from rubbish or lubricants. Rusted pit equipment shall be cleaned and painted or replaced if severely damaged. See ASME A17.1, Section 8.6.4.7.

0. Hoistway, Rails and Counterweight: Dirt, lint, and excess oil in hoistway, particularly on the rails, shall be removed. The counterweight, the rear of sills and headers shall be clear of dirt accumulation. The bottom and sides of the car shall be free of oil and lint.

0. Machine Room and Equipment: The floor shall be "broom" clean. Selectors and controllers shall be cleaned to remove any accumulation of dirt or lubricants. Electronic components and printed circuit boards may be damaged by cleaning with a blower or compressed air. Follow the manufacturers' procedures.

3. Machines, motors, and generators shall be clear of oil leakage, dirt, and carbon dust. Some lubricant leakage is normal; however, it shall not be allowed to accumulate.

3. Foreign matter collected on the windings may damage insulation, reduce air flow, and eventually result in a burn out, shorts or grounds. Oil and carbon dust that is allowed to accumulate in commutator slots will inhibit proper commutation and may result in bar to bar shorts.

3. Storage Cabinets and areas shall be neat and organized. Storage of soiled wipers (rags) shall be discouraged. The tops of lubricant cans shall be clean and all containers shall be closed by properly fitting covers.

1. ELEVATOR/LIFT LUBRICATION

1. Lubricants and schedules recommended by the equipment manufacturer shall be used unless an engineering evaluation of alternate products has been conducted. Ensure that proper lubrication schedules are being used. Lubricants shall be clean, not gummy or thickened. Grease shall be soft.

1. Guide shoe pivots and stems shall be free to move.

1. Rails used with roller guides shall be dry.

1. Rails used with slide guides must use a lubricant compatible with the safeties.

1. Rails must be free of oxidized lubricant in the area where the safety jaws apply.

1. Rail blades shall not be painted when “B” Type safeties are used.

1. Hoist ropes shall be clean and lubricated in accordance with manufacturer’s specifications.

1. Manufacturers recommended lubricant shall be used on non-metallic sheave liners.

1. Brake cores and pivots shall be lubricated per manufacturer's specifications.

1. Governor ropes shall not be lubricated in the field.

1. Car safety linkage, governor tension frame and sheaves shall be friction free.

1. Sleeve bearing 2:1 sheaves shall be carefully examined for proper lubrication.

1. External gears shall be examined for proper lubrication.

1. Oil rings and chains must turn and carry oil.

1. Worm gears must carry oil.

1. Machine roller and ball bearings shall be lubricated per manufacturer’s specifications.

1. ELEVATOR/LIFT DOOR OPERATION

2. Adjustment:

0. Door system masses must be considered when adjusting the door closing speed to ensure compliance with ASME A17.1 Code requirements. Closing force must be 135 N (30 lb.) or less. The doors shall open and close smoothly, quietly and without slamming. All installed door reopening device(s) shall be fully functional. Reversal shall occur with minimum stroke of safety edge. Light ray shall be operative. Electronic devices shall provide sufficient range to reverse door without physical contact.

2. Noise Levels:

1. Rattles and squeaks in the door operator linkage and hangers shall be investigated and corrected. Fastenings of drive arms, clutch or vanes shall be tight. Pivots and joints shall be free from excessive wear and be properly lubricated.

2. Mechanical System:

2. Door gibs, on both car and hall doors shall be securely fastened, have minimum wear, ¼ in. (6.4 mm) sill engagement and equipped with safety tabs. Check for worn sill grooves and doors that rub together.

2. Door rollers and tracks shall be clean, rust free and lubricated as specified. Rollers with loose tires, flat spots, or bad bearings shall be replaced.

2. Up thrusts shall prevent the doors from jumping the track but shall not ride the track. Up thrust roller to track clearance shall not exceed 0.015 in. (0.4 mm). Fastenings shall be locked and rollers must turn freely.

2. Hoistway door closers shall ensure full door closure of the stopped door from any position. Spirator or weight troughs must be tightly fastened and cords (cables) shall have no abrasion or broken wires.

2. Rough tracks shall be made smooth or be replaced.

2. Relating cables, chains, arms or racks and their fastenings must be tight. Cables with excessive broken wires or abrasion shall be replaced. Sheaves shall turn freely. Inspect for worn sheave grooves and stamped sheaves that are separating.

2. Hydraulic door checks shall be adjusted to avoid slamming. Some checks function in both the open and close direction. Checks shall be filled to the proper level with the fluid recommended by the manufacturer. Excessive oil leakage shall be corrected and leakage shall be cleaned up.

2. Door Operator and Motor:

3. The door operator shall be reasonably clean. Lubricants shall be in accordance with the manufacturer’s instructions, including oil levels. Oil leaks must be at a minimum since damage to the inside canopy finish may result.

3. Motor brushes shall be free in the holders and of sufficient length to avoid commutator damage.

3. Excessive gear backlash and loose or worn belts shall be adjusted or shall have worn parts replaced. All bearings shall be quiet and "fits" shall be tight. Loose set screws, pins or keys shall be corrected.

2. Car Door Contact:

4. The car door contact must make reliably. For automatic elevators, the contact shall be adjusted to limit the clear open space to 2 in. (51 mm) or less. The contact location and design must comply with the ASME A17.1 Code.

2. Hoistway Door Interlocks:

5. Interlocks must be properly maintained to ensure safe and reliable elevator operation.

5. Contacts shall be free from pitting or burning, wiring connections must be tight and in good condition. The mechanical pivots, engaging rollers and linkage shall operate freely and be lubricated as required. Worn or damaged rollers and linkage shall be repaired or replaced.

1. ELEVATOR/LIFT FIXTURES, INDICATORS, AND BUTTONS

3. Buttons and Key switches:

0. Shall have the correct legible markings.

0. Must not stick or be plugged.

0. Damaged buttons shall be replaced.

3. Indicators and Signals:

1. Indicator lamps shall illuminate as required. The use of neon lamps, LED or other long-life light sources shall be encouraged.

1. Broken lenses shall be replaced.

1. Audible indicators shall function.

3. General:

2. Face plates shall be in place and mounted square or plumb.

2. Fastening screws shall be of the proper type.

2. Missing screws shall be replaced.

1. ELEVATOR/LIFT CONTROL SYSTEM

4. General:

0. Acceleration and stopping shall be smooth and within the design limitations.

0. Controller components shall be clearly identified as shown on wiring diagrams.

4. Safety Devices:

1. Safety circuits must be fully operational. It is absolutely necessary to test each and every part of this circuit. Particular attention shall be given to the interlocks and car door contacts. Hoistway limits and terminal slowdowns shall have rollers in good condition and turn freely. Mechanically driven speed and position sensors shall be provided with means to detect mechanical failures.

1. Static motion control systems have additional protection requirements. Ensure that they comply with code requirements.

1. Fuses shall be of the proper type and rating as listed on the controller or as listed on the wiring diagram. Time delay fuses shall be used only in the circuits, where specified. Renewable link fuses are not recommended. Wire jumpers must not be installed.

4. Switch Gear:

2. Contacts shall not be excessively worn and have adequate contact pressure to ensure reliable operation. Pitted contacts shall be dressed or replaced.

2. Shunts must be flexible. Insulation on conductors and end attachments must be in good condition, no broken wires or cracked or hardened sections.

2. Switches or contacts shall not be blocked. Residual guards and shading coils shall not be damaged. Pivot points or pins shall be clean and lubricated as directed by manufacturers standards. Kickoff springs in place, not stretched. Discolored encapsulated relays or switches, shall be examined for mechanical or electrical damage.

2. Overload relays shall be tagged indicating test dates and operation parameters. Oil dashpots shall be filled to the specified levels with the recommended fluid. Ensure that the pistons are free to move.

2. Switch gear shall operate quietly and smoothly and shall pull in and drop out properly.

4. Selectors and Positioning Devices:

3. Selector traveling cables and all movable wiring must be flexible. All terminations shall be secure with insulation and connections in good condition.

3. Selector brushes and contacts shall be examined for wear or pitting and be replaced as necessary.

3. Examine mechanical condition of selectors for bearing wear or failure. Keys and set screws must be tight. Examine for looseness and fretting.

3. Gears, guides, and chains must be lubricated, free from rust and evidence of cutting (scoring). Drip pans shall be provided where necessary.

4. Mechanical Condition:

4. All connections shall be examined for tightness and indications of heating.

4. Controller and selector shall be clean as listed in Paragraph 6.4.

4. Resistors and grids must not be patched. Bands must be properly placed and free from burning. Examine wiring for insulation charring.

4. Resistors and capacitors must be securely and properly mounted to ensure proper heat dissipation. Resistors and capacitors that are mechanically or electrically damaged shall be replaced. Wiring, both field and internal shall be neat and bundled. Temporary wiring shall not be used. Terminal blocks shall be labeled.

4. Traveling cables shall be in good condition. Minor abrasion may be taped or repaired. Guide wires, beam pads or screens shall be provided if conditions warrant. Traveling cable attachments must be secure.

4. Wiring Diagrams:

6. Wiring diagrams shall be available, be reasonably clean and in good condition and must match the controller. Changes shall be clearly marked.

1. ELECTRIC ELEVATOR/LIFT MECHANICAL CONDITION AND ADJUSTMENT

5. Worms and Gears:

0. Shall not show abnormal wear, no ridging or scored teeth.

0. Bearings shall run quietly.

0. Some leakage of worm shaft seals is acceptable.

0. Gland packing shall have controlled leakage.

0. Bearings or gears that run at a high temperature shall be investigated.

5. Drive, Deflector and Secondary Sheaves:

1. Excessive groove wear or damage shall be corrected.

1. Keys and or shrink fits shall not show fretting (rust or corrosion)

5. Brake Pulley and Coupling:

2. Fits to shafts shall be secure, no fretting at the interface.

2. Flexible couplings shall be tight, all pins and bushings securely in place. Pulley surface shall be smooth, with no excessive scoring.

5. Brake:

3. Brake switch, if furnished, shall be adjusted to properly open and close the contacts.

3. The linings shall not be worn to the extent that the rivets touch the drum.

3. Brake shoes shall have minimum lift without dragging.

3. Ensure full lift is consistent.

3. Brakes to be adjusted to comply with code requirements.

5. Motors and Generators:

4. Bearings shall run quietly.

4. DC motor field coils shall not have excessive movement.

4. Electrical connections shall be tight. Look for discoloration.

4. Armature or rotor clearances shall be approximately equal throughout their circumference. Commutators shall run true. Undercutting shall provide clean slots without feather edge mica. Scoring or grooving, if any, shall be at a minimum.

4. Brushes must be free in holders. Inspect for damage, copper embedment and short brushes.

4. Pinpoint sparking is normal during acceleration and stopping. Severe arcing shall be investigated.

4. Insulation resistance must be monitored to ensure proper life of electrical equipment. The minimum resistance permissible depends upon the operating voltage and temperature. Wet conditions will reduce insulation resistance as will high humidity. Any leakage to ground less than 1 megaohm needs to be investigated. The use of high voltage meggers or high voltage pulse tests is not recommended. Such testing may result in insulation damage that cannot be readily detected. In most cases, the windings can be field cleaned to restore proper insulation resistance. In extreme cases, the equipment may have to be removed to a qualified shop for steam cleaning, dipping, and baking. Care must be taken when painting windings in the field to avoid sealing in lubricants or carbon dust.

5. Sound Isolation, kick angles, etc.:

5. Sound isolation pads shall be pliable. Check for disintegration, splitting or cracking.

5. Kick angles and tie downs shall be properly in place.

5. Ropes and Compensating Means:

6. Hoist and compensating ropes shall be equalized.

6. Fastenings must be of an approved type and ends made up as directed by applicable codes.

6. Rope data tags, including resocketing tags for drum machines, are required.

6. Governor ropes must not be lubricated.

6. Wear and wire breaks within limits. Inspect ropes as specified by ASME A17.1.

6. Hoist ropes shall be clean to permit inspection, lightly lubricated to reduce abrasion and corrosion, yet must provide adequate traction, without slippage.

6.