Attachment 01_ALL CLINs - SCOPE Nationwide Elevator Modernization_05192026.pdf

Scope of work – Elevator Modernizations

1. Overview

The Contractor shall furnish all labor, materials, equipment, tools, transportation, supervision, and services necessary to perform complete turnkey elevator modernization work at Department of Veterans Affairs (VA) medical centers and facilities nationwide.

Modernization work shall include, but not be limited to, hydraulic elevators, traction elevators, and related systems, to deliver fully functional, code-compliant, and non-proprietary elevator systems.

2. Governing Standards & Specifications

All work shall be performed in compliance with:

a. VA Master Specifications for elevators and related trades (Divisions 01, 07, 09, 14, and other applicable divisions), as attached to this scope.

b. The latest editions of the publications listed constitute the minimum requirements for elevator transportation systems, including design, methods of construction, installation and testing:

i. American Society of Mechanical Engineers (ASME) Safety Codes for Elevators - A17.1, A17.2, A17.3, A17.4, A17.5, A17.6, A18.1 (at time of writing latest version is 2022)

ii. National Fire Protection Association (NFPA) - 13, 70, 72, 101, 252

iii. International Building Code (IBC)

iv. Standards for the Qualification of Elevator Inspectors (QEI) – ANSI/ASME QEI-

v. American Society of Safety Engineers (ASSE) – Personnel Hoists and Employee Elevators on Construction and Demolition Operations A10.4

vi. VA Master Construction Specifications PG 18-1 Division 14 - Conveying Equipment

vii. VA Barrier Free Design Standard - PG-18-13

viii. VA Seismic Design Handbook - H-18-8

ix. National Elevator Industry, Inc. NEII-1 Building Transportation Standards and Guidelines

c. NFPA 101 primarily addresses life safety and fire protection features while IBC addresses a wide range of considerations, including, but not limited to, structural strength, stability, sanitation, adequate light, ventilation, and energy conservation.

VA buildings must meet the requirements of NFPA 101, and documents referenced by NFPA 101 to comply with the accreditation requirements of The Joint Commission. Therefore, any design work must comply with the requirements of the latest edition of NFPA 101, and documents referenced therein. Features not addressed by NFPA 101 or references included must comply with IBC. NFPA 101 and references included must take precedence over IBC.

Where conflicts exist, the more stringent requirement shall govern.

3. Scope of Work

The contractor is required to conduct a thorough evaluation of the elevators within the scope of this project for bidding purposes. The contractor shall apply their industry knowledge and examine condition and age of each elevator component as specified in this scope of work. Contractors are expected to be fully knowledgeable about the scope and specifications as written. Should the contractor identify any additional needs or discrepancies during their site visit for bidding purposes, these must be communicated through the Request for Information (RFI) process for consideration. This includes identifying potentially unnecessary items as well as potential omissions. In the absence of any RFI submissions, it will be assumed that the contractor will deliver as specified in scope and specifications, compliant with the latest elevator code standards.

Contractor shall provide complete turnkey elevator modernization services, including (as applicable):

For traction elevators provide new geared/gearless machines, deflector sheaves, hoist ropes, rope compensation, governor rope, speed governor, type B safeties, and overspeed protections. Clean, inspect, and reuse counterweights, buffers, guide rails and brackets.

For hydraulic elevators provide new pump, motor and valve assembly, hydraulic system (including tank). For hydraulic elevators with single walled casings, new pvc lining and new cylinder and plunger assembly. Clean, inspect, and reuse guide rails and buffers. Provide new car and counterweight guide shoes (guide slides), rollers and liners.

Contractor to perform lead base paint test prior to welding or cleaning guide rails/ buffers in older buildings. Use proper cleaning procedures such as wet cleaning and avoid abrasive cleaning if lead-based paint detected.

All elevators within scope receive new conductors, travelling cables and new conduits and wireways as necessary in accordance with applicable Division 14 Conveying Equipment specifications. New controller and supervisory panel, microprocessor control system, and machine room monitors per specifications.

Provide new stopping devices, workman’s lights and outlets, cartop operating device, leveling device, landing unit and emergency stop switches. All new main and auxiliary operating panels, hall fixtures, car position indicators, audio voice systems, auto-dialer and 2-way communications compliant with latest ASME A17.1 (latest addition) and new car guides.

Provide new corridor operating devices, position indicators, and hoistway access switches.

Refinish hoistway entrance frames, clean and reuse sills, supports, strut angles, fascia plates and toe guards at hoistway entrances. Inspect, clean and reuse car frames. Retain and refurbish (per specifications) all stainless steel hoistway doors on Passenger Elevators unless determined otherwise through the RFI process. Non-stainless doors are to be replaced in accordance with specifications. For Service Elevators all hoistway doors are to be replaced in accordance with specifications.

Evaluate hoistway doors' condition, to ensure compliance with current safety standards, and compatibility with new control systems. Any deficiencies or recommended upgrades differing from the default described above for improved performance or safety, must be documented through the pre-solicitation RFI process to be considered.

Car frames and car platforms are to be re-used. Provide new cab interiors and power door operators for passenger and service elevators in accordance with the Division 14 specifications. Furnish and install new, non-proprietary, heavy duty door operator, header, track and hangers. New door zone locks and hoistway limits.

Freight elevators require slightly different requirements for operating devices, hoistway entrances, guides, car frame, car platform, cab interiors, and door operators. Freight elevators require interlocks on doors. Refer to Division 14 specifications.

Coordination with all other necessary trades is the responsibility of the contractor.

Integration with other building systems, including but not limited to the following is the responsibility of the contractor: Fire Alarm (FA) systems – recall and emergency service connections; Electrical – feeders, disconnects, grounding, and lighting; Mechanical -machine room ventilation and cooling; Plumbing – sump pumps and drainage associate with pits; Low Voltage / Technology Systems – elevator communication systems, monitoring, and interfaces with facility Building Automation System where applicable.

Contractor is responsible for all rigging, demolition, and disposal of existing components.

Testing in accordance with division 14 specifications. Delivery of all closeout documentation, manuals, and diagnostic tools as required.

Note: QEI inspections will be arranged and provided by VA. The Contractor shall fully cooperate with VA’s QEI inspector but shall not include QEI services in their bid.

4. Non-Proprietary Requirements

It is required that the elevator control systems specified in this project are non-proprietary.

This means that the control systems must not be restricted through specialized software or hardware that restricts access to third-party maintenance providers.

The controllers must provide complete access to all diagnostic and operational features, not limited to basic maintenance menus. Bidders must ensure the control systems offer full programming capabilities, fault diagnostics, and software updates without the need for proprietary tools or software specific to any one manufacturer.

The contractor must provide documentation, including but not limited to service manuals, schematics, programming instructions, and troubleshooting guides. These documents must enable any certified technician to perform comprehensive maintenance and repairs.

Any specialized tools or equipment necessary for the full operation, maintenance, and programming of the control systems must be included. These tools should not be exclusive to the manufacturer and should be readily available on the open market.

The control systems should employ open communication protocols that are not restricted by proprietary software. The systems should be fully serviceable by third-party technicians without the need for manufacturer-specific authorization or software. This ensures that the VA has the option to select from multiple service providers for maintenance and repairs.

5. Design Responsibility

The Contractor shall engage a Professional Engineer (PE) where execution of the elevator work requires modification to structural, plumbing, electrical, fire protection, or other building systems. Certain building system modifications may be driven by elevator code requirements; however, such work remains building system in nature and shall comply with VA engineering and documentation requirements.

Design services shall be limited in scope to the specific elements modified to support elevator modernization and shall represent the minimum engineering documentation necessary to support construction, permitting, inspection, and VA acceptance.

Engineering services do not constitute a complete building or system design.

Where required, the Engineer shall prepare limited-scope, engineer-sealed drawings sufficient to support construction and inspection. Drawings shall conform to VA CAD Standards, the National CAD Standard (NCS) where applicable, and generally accepted engineering practice.

Drawings shall include, at a minimum:

a. Plan, section, and/or elevation views as applicable

b. Existing conditions relevant to the work

c. New work clearly delineated

d. Dimensions, clearances, and elevations

e. Anchorage, attachment, and connection details

f. Identification of materials and systems

g. Applicable codes and design assumptions

Drawings shall be limited to the areas impacted by the elevator work. Engineering calculations shall be provided only where required to demonstrate code compliance, structural adequacy, or seismic compliance of modified elements.

The following table provides examples of when a Professional Engineer is to be engaged:

Work Condition / Trigger

PE

Required Discipline Minimum Engineering Deliverables

New or modified rail supports, pit steel, overhead beams, or machine supports

Yes Structural Sealed plans/sections; attachment details; materials; calcs if required

Drilling, cutting, or coring into structural slabs, beams, or walls

Yes Structural Sealed penetration details;

reinforcement or repair

New slab infill, pit modifications, or housekeeping pads supporting elevator equipment

Yes Structural Sealed sections; load assumptions;

reinforcement details

Penetrations through fire- or smoke-rated assemblies

No

Fire Protection Structural

Rated assembly identification; UL system cut sheets

Modifications to building electrical distribution upstream of elevator controller

Yes Electrical Sealed limited one-line;

feeder/panel identification; OCP;

grounding

Replacement of elevator disconnects only (no upstream changes)

No N/A Manufacturer cut sheets

Changes to grounding/bonding beyond existing terminations

Yes Electrical Sealed grounding/bonding details

Alterations affecting seismic anchorage or load path

Yes Structural Sealed anchorage details; seismic assumptions

In-kind equipment replacement with no building impact

No N/A Manufacturer installation instructions

Controller modernization within existing room with no building modifications

No N/A Shop drawings and cut sheets

Like-kind FA device additions on existing circuits with no logic changes

No N/A FA contractor shop drawings

FA logic, sequence, or system architecture changes Yes

Fire Protection Sealed riser/logic diagrams

Existing pit sump present; install or replace submersible sump pump to address water accumulation

No N/A Manufacturer cut sheets; installation details

Elevator code requires sump where no pit sump exists

Yes Structural Plumbing

Sealed pit section; sump basin details; penetrations

New or modified discharge piping to building drainage system

Yes Plumbing Sealed piping diagram; pipe sizing;

discharge location

New electrical circuit or panel modification to serve sump pump

Yes Electrical Sealed limited one-line; conductor sizing; overcurrent protection

Local pit water alarm only (no system integration)

No N/A Manufacturer documentation

Integration of pit water alarm into FA, BAS, or central monitoring

No Electrical / Fire Protection

Interface diagram; logic

Redundant pumps or emergency power driven by facility standards

Yes Electrical Plumbing

Sealed drawings and calculations

6. Rigging, Storage and Staging

The contractor is solely responsible for all rigging activities associated with the elevator modernization project. This includes, but is not limited to, the rigging of new components, the removal and disposal of existing components, and any required temporary supports.

The contractor must ensure that all rigging operations comply with applicable safety standards and regulations and are planned and executed to minimize disruption to building occupants and operations.

The planning, means, and methods for the rigging and installation process are the sole responsibility of the contractor. This entails that the contractor shall determine the safest and most efficient methods for lifting, rigging, and transporting materials and equipment within the project site. The contractor is responsible for all necessary calculations, certifications, and permits required for rigging activities.

The contractor shall manage all horizontal and vertical movement of materials, equipment, and components through the building during the project. This includes, but is not limited to, the use of cranes, lifts, hoists, and other necessary rigging equipment. The contractor must ensure that all pathways are protected and any potential disruptions are communicated and coordinated with the facility management.

The contractor must take all necessary precautions to ensure the safety of personnel and building occupants during rigging operations. This includes, but is not limited to, the use of barriers, warning signs, and personal protective equipment (PPE). The contractor shall also be responsible for protecting existing building infrastructure, finishes, and systems from damage during rigging activities.

The contractor shall coordinate all rigging and lifting activities with the VA project manager and other relevant stakeholders to ensure minimal disruption to facility operations. Regular updates and communication channels must be established to keep all parties informed of the rigging schedule and any potential impacts.

All rigging activities must be inspected and approved by a certified rigging supervisor before and during execution. The contractor shall maintain compliance with Occupational Safety and Health Administration (OSHA) regulations, American Society of Mechanical Engineers (ASME) standards for safe rigging practices, and any other applicable safety regulations.

The contractor is responsible for considering the floor loading capacity of existing elevator machine rooms during the planning and execution of the modernization project. This includes ensuring that the weight of the new equipment, as well as any temporary loads, does not exceed the structural capacity of the machine room floors.

If available (as disclosed on master elevator list), structural drawings may be requested for overhead traction machine rooms where floor loading is a concern. The contractor must review these drawings and incorporate the information into their planning and bidding processes accordingly.

The contractor shall implement appropriate load distribution measures to prevent overloading and potential damage to the building structure. This may include the use of load-spreading devices, additional supports, and other engineering solutions as required.

All considerations for machine room floor loading must comply with current building codes, structural standards, and safety regulations. Any identified modifications or reinforcements must be executed by the contractor in accordance with the relevant guidelines and approved by a licensed structural engineer.

The contractor must consider constraints associated with the lay down space requirements for this elevator modernization project. Information has been collected from the field in advance to expedite and clarify the bidding process. Bidders should review this information and take it into account when preparing bids. It is the responsibility of the bidders to incorporate these requirements into their logistical planning and project execution strategies, including any additional costs associated with providing their own lay down areas if necessary.

7. Contractor Qualifications

The Contractor shall meet the following minimum requirements:

• Contractor must meet or exceed the qualifications as described in Division 14 specifications.

8. Deliverables

At project completion, the Contractor shall provide:

• O&M manuals (electronic).

• Programming and diagnostic tools, keys, and codes.

• Training for VA staff on operation and emergency procedures. Refer to specifications.

• Warranty documentation (minimum of one-year full coverage and service). Refer to specifications.

• All submittals and certifications in accordance with solicitation specifications.

9. Attachments

a. Combined Specifications

b. H18-8

c. Master Spreadsheet

d. VHA Elevator Finish Standard