Conveyance_Inspections_RFB.pdf

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Attached to
Conveyance Inspection Services
Contract number
165CAP-M26-DS261117-00
Issued by
Wisconsin

About this file

This document is a Request for Bid (RFB) #DS261117 issued by the Wisconsin Department of Administration (DOA), through its Consolidated Agency Purchasing Services (CAPS), on behalf of the Department of Safety and Professional Services (DSPS). The solicitation is for Conveyance Inspection Services across six districts in the state of Wisconsin, covering multiple counties. The RFB is intended to award contracts to qualified vendors who can perform comprehensive safety inspections of various types of conveyances, including elevators, escalators, lifts, moving walks, dumbwaiters, and stairway chairlifts.

The contract will be for an initial two-year period with the possibility of up to three additional one-year renewals. The state seeks to award one contractor per district, with inspections to be performed in accordance with specific safety codes and standards. Contractors must have experience conducting at least 8,000 conveyance inspections annually, maintain proper credentials, and comply with detailed technical and service requirements. The pricing will be based on a cost-per-inspection model, with additional hourly rates for emergency and after-hours services. The state emphasizes supplier diversity, offering potential preferences for minority-owned, disabled veteran-owned, and veteran-owned businesses. Inspections will be tracked through an electronic safety and licensing application (eSLA), with strict reporting and compliance requirements.

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REQUEST FOR BID

Conveyance Inspection Services

RFB #DS261117

Issued Date: July 1, 2025

Responses Due: July 29, 2025 at 1:00 p.m. CT

CONVEYANCE INSPECTION SERVICES #DS261117

TABLE OF CONTENTS

1 INTRODUCTION AND PURPOSE

1.1 DEFINITIONS

1.2 PURPOSE FOR RFB

1.3 CONTRACT TERM

1.4 TRANSITION EXTENSION PERIOD

1.5 MODIFICATIONS OF CONTRACT

1.6 ORDER OF PRECEDENCE

1.7 COOPERATIVE PURCHASING SERVICES

1.8 RESPONDING TO BID REQUIREMENTS

2 MANDATORY BIDDER QUALIFICATIONS

2.1 PROFESSIONAL QUALIFICATIONS AND EXPERIENCE

2.1.1 CONTRACTOR MINIMUM EXPERIENCE

2.1.2 ENGAGEMENT

2.2 STAFF QUALIFICATIONS/CERTIFICATIONS

2.2.1 STAFF EXPERIENCE

2.2.2 STAFF CREDENTIALS

3 MANDATORY REQUIREMENTS OF BID

3.1 PREVIOUS SUSPENSIONS OR REVOCATIONS

3.2 DISTRICT INSPECTORS

3.3 CONTRACTOR KNOWLEDGE, SKILL, AND ABILITY REQUIREMENTS

3.3.1 CONCEPTS, PRINCIPLES, AND THEORIES

3.3.2 WRITTEN MATERIAL

3.3.3 WORKING WITH INDIVIDUALS

3.3.4 ASSESS NEEDS, PROVIDE INFORMATION, OR ASSISTANCE

3.3.5 STAFF TRAINING

3.3.6 IDENTIFY PROBLEMS

3.3.7 WRITING

3.3.8 IN-HOUSE QUALITY CONTROL PROGRAM

3.3.8.1 IN-HOUSE QUALITY CONTROL PROGRAM DOCUMENTATION

3.3.9 MICROSOFT OFFICE PRODUCTS

3.4 TECHNICAL REQUIREMENTS

3.4.1 WIS. ADM. CODES

3.4.2 ADOPTED EDITIONS – SAFETY CODE

3.4.3 STANDARDS

3.5 SERVICE REQUIREMENTS

3.5.1 OVERDUE INSPECTIONS/EXPIRED PERMITS

3.5.1.1 CONTRACTOR INSPECTOR DOES NOT FILE/CHARGED FEE BY DSPS

3.5.1.2 CONTRACTOR CHARGED FEE BY DSPS

3.6 ACCEPTANCE/ANNUAL INSPECTIONS

3.6.1 ACCEPTANCE INSPECTIONS

3.6.1.1 DSPS – ALL ACCEPTANCE INSPECTIONS

3.7 ACCEPTANCE INSPECTIONS COMPLIANCE

3.7.1 AFTER ACCEPTANCE INSPECTIONS COMPLIANCE

3.8 INSPECTION SERVICES

3.8.1 IDENTIFICATION

3.8.1.1 SITE CONTACT PERSON

3.8.1.2 CLOSING CONFERENCE

3.8.2 ASSIGNED INSPECTIONS

3.8.2.1 PRIVATE INSPECTION COMPANIES

3.8.3 DETAILS OF INSTRUCTIONS

3.8.4 FINAL REVIEW/APPROVAL

3.8.5 ISSUANCE OF PTO

3.9 CONFORMANCE

3.10 ACCIDENT INVESTIGATIONS

3.11 CORRECTIVE ORDERS

3.11.1 VIOLATIONS/UNSAFE CONDITIONS

3.11.2 INSPECTION REPORT

3.11.2.1 ISSUE AN ORDER

3.11.2.2 INSPECTON REPORT

3.11.2.3 IMMINENT THREAT/LIFE OF LIMB

3.11.3 COMPLIANCE DATES

3.11.3.1 FOLLOW-UP

3.11.3.2 NON-COMPLIANCE

3.11.3.3 IMPOSED INSPECTION FEE

3.11.3.4 PROOF

3.11.4 COMPLIANCE ENFORCEMENT

3.11.4.1 LIFE SAFETY ISSUES

3.11.5 APPEAL RE-INSPECTION

3.12 CONTRACTOR EQUIPMENT, MATERIALS, SUPPLIES, AND TOOLS

3.12.1 CODE COPIES

3.12.2 EQUIPMENT AND TOOLS

3.12.3 DIGITAL PHOTOGRAPHS

3.12.4 TRANSPORTATION

3.12.4.1 TRAVEL SCHEDULE

3.13 PHONE NUMBER, EMAIL, AND COMPUTER

3.13.1 TOLL-FREE TELEPHONE NUMBER

3.13.1.1 VOICE MESSAGING

3.13.2 COMPUTER/INTERNET ACCESS

3.13.3 EMAIL ACCOUNT

3.14 AMENDMENTS TO INSPECTION EQUIPMENT LIST

3.14.1 ERRORS AND OMISSIONS

3.14.2 VACANCIES, ILLNESS, AND COMPETING WORKLOADS

3.14.3 PERIODIC INSPECTION LIST

3.14.4 PRIVATE/INSURANCE COMPANY INSPECTIONS

3.15 REPORTING AND FEE REQUIREMENTS

3.15.1 eSLA REPORTING

3.15.2 RE-INSPECTION, EXAMINATION, AND TESTS

3.15.3 REGULATED OBJECT INSPECTION REPORT

3.15.4 SAFETY CODE INSPECTION REPORT

3.15.4.1 “OK” AND “NOT ACCEPTABLE”

3.15.4.2 “NE”

3.15.5 CODE VIOLATION

3.15.6 INSPECTION CHECKLIST

3.15.7 FEE FOR INSPECTION

3.15.8 INVOICING OWNER FOR INSPECTION

3.15.9 ELEVATOR INVOICE REPORT

3.15.10 REVENUE REPORTING

3.15.10.1 APPENDIX 5 – CONVEYANCE REVENUE REPORTING

3.16 ELECTRONIC SAFETY AND LICENSING APPLICATION (eSLA)

3.16.1 RECORD/DOCUMENT

3.16.2 eSLA CUSTOMER ASSISTANCE

3.16.3 EMAIL FOR eSLA

3.17 DATA AND USERNAME/PASSWORD SECURITY CONDITIONS

3.17.1 DISCLOSURE OF DSPS DATA:

3.17.2 USE OF, STORAGE OF, OR ACCESS TO, DSPS DATA OR SYSTEMS:

3.17.3 SAFEGUARDING DSPS DATA AND SYSTEM USERNAMES/PASSWORDS:

3.17.3.1 SAFEGUARDS

3.17.4 UNAUTHORIZED USE OR ACCESS:

3.18 SECURE WEB-BASED SYSTEM

3.18.1 CLOUD BROKERAGE REVIEW (CBR)

3.18.2 TRANSFERRED DATA FROM INCUMBENT

3.19 PAYMENT AND INVOICING BY CONTRACTOR

3.19.1 PAYMENT FEES

3.19.1.1 PAYMENT FOR INSPECTION SERVICES

3.19.1.2 PAYMENT FOR INSPECTIONS OF NON-COMPLIANCE

3.19.2 INVOICING

3.19.2.1 INVOICING BUILDING OWNER FOR INSPECTIONS

3.19.2.2 LATE PAYMENTS

3.19.2.3 PAYMENT MEANS

3.19.2.3.1 PAYMENT CARD INDUSTRY (PCI) COMPLIANCE

3.19.2.4 INVOICE WORDING

3.20 PROHIBITED ACTIVITIES

3.20.1 MUNICIPAL OR COUNTY ORDINANCE

3.20.2 PETITIONS

3.21 INSPECTION PHOTOGRAPHS/VIDEOS

3.21.1 RE-INSPECTION PHOTOGRAPHS

3.22 ADDITIONAL SERVICES

3.22.1 MEETING WITH DSPS

3.22.2 EXPERT TESTIMONY

3.22.3 COMPLIANT INVESTIGATION

3.23 DSPS SECTION CHIEF

3.24 FRATERNIZATION/AGENCY WORK RULES

3.25 CONFIDENTIALITY OF INFORMATION

3.26 CERTIFICATES OF INSURANCE

3.27 EXECUTIVE ORDER 184

3.28 LEGAL REQUIREMENTS

3.29 BACKGROUND CHECKS

3.30 CONTRACT AUDIT REQUIREMENTS

3.30.1 OPEN RECORDS REQUESTS

3.30.2 DSPS AUDITS/INVESTIGATIONS COOPERATION

3.30.3 CONTRACTOR’S INSPECTORS AUDIT BY DSPS

3.30.4 ORIGINAL COPIES

3.30.5 AUDITING INSPECTIONS

3.30.6 AUDIT INSPECTORS

3.30.7 AUDIT/INSPECTION EVALUATION REPORT

3.30.8 AUDITOR NOTIFICATION

3.30.9 AUDIT FEES

3.30.10 INPECTOR FEE ASSESSED

3.31 LIQUIDATED DAMAGES

4 SPECIAL TERMS AND CONDITIONS OF BID

4.1 CONTRACT CANCELLATION AND TERMINATION

TERMINATION FOR CAUSE

TERMINATION FOR CONVENIENCE

CONTRACT CANCELLATION

4.2 NONDISCRIMINATION AND AFFIRMATIVE ACTION

5 COST STRUCTURE AND COST SHEET INSTRUCTIONS

5.1 METHOD OF BID

5.2 COST SHEET INSTRUCTIONS

5.3 REQUESTING COST ADJUSTMENTS

6 BID PROCEDURE AND INSTRUCTIONS

6.1 CALENDAR OF EVENTS

6.2 CORRESPONDENCE, CLARIFICATIONS, AND QUESTIONS

6.3 REASONABLE ACCOMMODATIONS

6.4 WISCONSIN eSUPPLIER PORTAL REGISTRATION

6.5 SUBMITTING A BID

6.5.1 WISCONSIN eSUPPLIER PORTAL SUBMITTAL (STRONGLY PREFERRED)

6.5.2 HARD COPY BID SUBMITTAL (BID BOX AND HAND DELIVERED BIDS)

6.6 FORMAT OF BID RESPONSE

6.7 INCURRING COSTS

7 BID ACCEPTANCE AND AWARD

7.1 BID OPENING, REVIEW, AND ACCEPTANCE

7.2 METHOD OF AWARD

7.3 BIDDER REFERENCES

7.4 USE OF SUBCONTRACTORS

7.5 SUPPLIER DIVERSITY

7.5.1 MINORITY-OWNED BUSINESS ENTERPRISE

7.5.2 DISABLED VETERAN-OWNED BUSINESS

7.5.3 VETERAN-OWNED BUSINESS

7.5.4 WOMAN-OWNED BUSINESS ENTERPRISE

7.6 AWARD NOTIFICATION

7.7 PROTEST AND APPEALS PROCESS

7.7.1 PROTEST CONCERNING A SOLICITATION

7.7.2 PROTEST CONCERNING THE INTENT TO AWARD

7.7.3 APPEALS

8 REQUIRED FORMS AND SUPPORTING DOCUMENTS

1 INTRODUCTION AND PURPOSE

This section provides information about what the State of Wisconsin (State) intends to purchase, scope of the project, and primary objectives of the solicitation.

1.1 DEFINITIONS

For the purposes of this Request for Bid (RFB) and resulting Contract, words and terms will be given their ordinary and usual meanings. Where capitalized in this RFB and resulting Contract, the following words and terms will have the meanings indicated. The meanings will be applicable to the singular, plural, masculine, feminine, and neuter.

ACH: Automated Clearing House

Agency:

an office, DSPS, agency, institution of higher education, association, society, or other body in state government created or authorized to be created by the constitution or any law, which is entitled to expend moneys appropriated by law, including the legislature and the courts, but not including an authority.

ANSI/ASME:

American National Standards Institute/American Society of Mechanical Engineers

Authorized User(s):

includes any State Agency, University of Wisconsin campus, or other state or local public body authorized to use Contracts, as established in §§ 16.70 (1b), (1e), (2), (4) and (8), 16.73 and 66.0301 of the Wisconsin Statutes and § PRO- 502 of the State Procurement Manual.

Authority:

a body created under subch. II of ch. 114 or subch. III of ch. 149 or under ch.

231-235, 237, or 279.

Bid:

a price quotation specifically given to a prospective purchaser by a prospective seller; a Bid is an offer to sell. For the purposes of this RFB, a Bid includes all requisite forms, response completed as instructed.

Bid Factor:

an element of the RFB not appearing in the RFB document, but the Bidder must respond to. Bid Factors can be seen and responded to in the eSupplier Portal if submitting a response electronically. If submitting a hard copy response, Bid Factors can be downloaded from the Supporting Documents and must be included with the hard copy response.

Bidder: a person or firm responding to this Request for Bid (RFB).

Building Owner: the owner of the conveyance type as defined under SPS 318.

Business Day: Monday – Friday, minus State Holidays

CAPS: Consolidated Agency Purchasing Services

Commodity:

a tangible article of trade or item of merchandise; goods, products, materials, supplies, or finished products. A Commodity is not a Service for purposes of this RFB, but a Commodity may include incidental or related Services.

Confidential Information:

all tangible and intangible information and materials being disclosed in connection with this Contract, in any form or medium without regard to whether the information is owned by the State or by a third party, which satisfies at least one of the following criteria: (i) Personally Identifiable Information; (ii) Proprietary Information; (iii) non-public information related to the State’s employees, customers, technology (including data bases, data processing and communications networking systems), schematics, specifications, and all information or materials derived therefrom or based thereon; or (iv) information expressly designated as confidential in writing by the State. Confidential Information includes all information restricted or prohibited from disclosure by state or federal law.

Contract: the final version of any contractually binding agreement between the State and the Contractor relating to the subject matter of this RFB; references to the Contract include all exhibits, attachments, and other documents attached thereto or incorporated therein by reference.

Contract Administrator:

the Agency employee responsible for oversight of the implementation, administration, and completion of the Contract.

Contract Manager:

the employee of an Agency responsible for 1) resolving contractual matters which cannot be resolved with the Contract Administrator; and 2) facilitating and/or completing all official actions under the Contract including but not limited to amendments, renewals, and termination.

Contractor: the person or entity, including any subcontractors which has been awarded the Contract as a result of this RFB, and who is required to provide equipment, materials, supplies, contractual services, or leasing real property to DSPS.

Conveyances: elevators, escalators, lifts, moving walks, dumbwaiters, and stairway chairlifts as described in SPS 318.

Cooperative Purchasing:

§ 16.73, Wis. Stats. establishes authority to allow Wisconsin Municipalities to purchase from State contracts.

CT: Central Time

CY: Calendar Year

Day: calendar day unless otherwise indicated

DOA: Department of Administration

Disabled Veteran Owned Business

(DVB):

a business who has been certified by DSPS of Administration under §16.283, Wis. Stats.

DSPS: Department of Safety and Professional Services

Effective Date: the date the Contract has been fully executed by the Contractor and the State.

eSLA: Electronic Service and Licensing Application

FAQ: Frequently Asked Questions

Fees: per SPS 302.15

IBC: International Building Codes

ICC: International Code Council

Licensed Elevator Inspector (Inspector):

an individual who holds a valid credential issued by DSPS under SPS 305.64 as a elevator inspector and is responsible to (a) maintain a record of the inspections made including the dates and the findings of the inspection(s); (b) provide a copy of the inspection record to the conveyance owner or their agent. (c) make available to DSPS upon request their inspection report; and (d) maintain QEI certification.

Maintenance: a process of routine examination, lubrication, cleaning, and adjustment of parts, components, or subsystems for the purpose of ensuring performance in accordance with the applicable requirements of SPS 318.

Mandatory: a Requirement labeled as such must be present in the proposed solution, exactly as stated, or the solution will not be considered by the State of Wisconsin. The terms “will,” “must,” and “shall” are considered Mandatory.

May: indicates something not Mandatory but permissible.

Minority Business Enterprise (MBE):

a business who has been certified by DSPS of Administration (DOA) under §16.287, Wis. Stats.

Municipality: any Wisconsin county, city, village, town, school district, board of school directors, sewer district, drainage district, vocational, technical, and adult education district, or any other public body having the authority to award public Contracts (s. 16.70(8), Wis. Stats).

NFPA: National Fire Protection Association

Notice of Intent to Award:

a writing issued by the Procurement Specialist notifying all Bidders of the Procuring Agency’s intent to award a Commodity Contract to the successful Bidder, or in the case of Services, the Procuring Agency’s intent to award a Contract to the successful Bidder.

Procurement Specialist:

the individual responsible for overseeing, administering, and/or managing this procurement process.

Procuring Agency:

the State Agency conducting the purchasing transactions.

Requirement: a descriptive statement of the physical, functional, and performance characteristics of the Commodity or Service required by the Procuring Agency.

Repair: reconditioning or renewal of parts, components, or subsystems necessary to keep equipment in compliance with the applicable requirements of SPS 318.

Replacement: substitution of a device, component, or subsystems, in its entirety, with a unit that is basically the same as the original for the purpose of ensuring performance in accordance to the applicable requirements of SPS 318.

Representative: agent of the Contractor

Responsible: a Bidder who has furnished information and data to prove the financial resources, service, facilities, personnel, service reputation, and experience are adequate to make satisfactory delivery of such Services and Deliverables set forth in the RFB.

Responsive: a bid which conforms in all material respects to the Requirements set forth in the RFB.

RFB: Request for Bid

SBOP: State Bureau of Procurement

Services (Contractual Services):

an intangible product, including actions, recommendations, plans, research, customizations, modifications, documentation, and maintenance and support, including all related material necessary to fulfill that which the successful Bidder is obligated to accomplish or to provide under this RFB.

State: State of Wisconsin

State Holidays: January 1, Martin Luther King Jr Holiday, Memorial Day, Independence Day, Labor Day, Thanksgiving, December 24, 25, and 31 (as observed).

Subcontractor: a business or person who performs Services required in this RFB on behalf of the Contractor.

Supplier: bidder who has been awarded a Contract.

USPS: United States Postal Service

Vendor: current Contractor for RFB #DS220944

VB: Veteran-Owned Businesses

WBE: Woman-Owned Business Enterprise

Wisconsin eSupplier Portal:

State of Wisconsin's electronic purchasing information system

1.2 PURPOSE FOR RFB

The Department of Administration (DOA), through its Consolidated Agency Purchasing Services (CAPS), on behalf of the Department of Safety and Professional Services (DSPS), requests Bids for Conveyance Inspection Services for the state of Wisconsin which is broken into six (6) districts and intends to use the results of this process to award a Contract for each district.

Appendix 1 – District Map displays each district. Counties within each district are listed below. The districts/counties may be changed at any time over the life of the Contract.

Inspections within the City of Madison and the City of Milwaukee will not be included as part of this RFB.

DISTRICT 1 DISTRICT 2 DISTRICT 3 DISTRICT 4 DISTRICT 5 DISTRICT 6

Ashland Adams Brown Calumet Rock Kenosha

Barron Columbia Door Dodge Walworth Milwaukee

Bayfield Crawford Florence Fond du Lac Waukesha Racine

Buffalo Dane Forest Green Lake

Burnett Grant Kewaunee Jefferson

Chippewa Green Langlade Marquette

Clark Iowa Manitowoc Ozaukee

Douglas Juneau Marinette Sheboygan

Dunn La Crosse Menominee Washington

Eau Claire Lafayette Oconto Waushara

Iron Monroe Oneida Winnebago

Jackson Richland Outagamie

Lincoln Sauk Shawano

Marathon Vernon Vilas

Pepin Waupaca

Pierce

Polk

Portage

Price

Rusk

Sawyer

St. Croix

Taylor

Trempealeau

Washburn

Wood

Inspection of conveyances, which includes the following as defined in SPS 318 Wis. Admin. Code, and §101.981(1), Wis. Stats., ASME/ANSI/NFPA codes for initial, periodic, and modification inspections for:

• Elevators (Freight, Limited-use, limited-application, Part V, Passenger, Private residence, Rooftop, Sidewalk, Specialized purpose personnel elevator)

• Escalators

• Lifts (Inclined platform, Orchestra pit, Type B material, Vertical platform)

• Moving walks

• Dumbwaiters

• Stairway chairlifts

The scope of the safety code inspection and the witnessing of safety tests will be as described in SPS 318 and the current code adoptions therein the following:

• ASME A17.1/CSA B44 – Safety Code for Elevators and Escalators

• ASME A17.2.1 – Guide for Inspection of Electric Elevators

• ASME A17.2.2 – Guide for Inspection of Hydraulic Elevators

• ASME A17.2.3 – Guide for Inspection of Escalators and Moving Walks

• ASME A18.1 – Safety Standards for Platform Lifts & Stairway Chairlifts

• ANSI E1.42 – Entertainment Technology -- Design, Installation, and Use of Orchestra Pit Lifts

Inspections are completed during the initial installation of new equipment, after alterations to existing equipment, and periodic for equipment operating on a regular basis.

DSPS is responsible for the proper inspections of approximately 21,000 means of conveyances per SPS 318. In 2024, DSPS was responsible for the proper inspections of approximately 412 new installations, 8000 annual inspections, and 217 inspections for alterations, repairs, or remodeling. See Appendix 2 – District Information for each county/district numbers.

DSPS maintains the authority to increase or decrease the number of assigned inspections during this Contract. DSPS has historically used third-party Contractors for these services throughout the State of Wisconsin.

This RFB includes the inspection of residential elevators within the scope of SPS 318. Property owners are responsible for the completion of a periodic elevator safety inspection.

Where a private contract (insurance company) is not established between an inspection company and a Building Owner, DSPS provides such service utilizing DSPS contracted Inspectors or employees of DSPS.

The State does not guarantee it will purchase any specific quantity or dollar amount. Bids requiring a minimum number of commodities or services to be ordered will be rejected. There will be no guarantee to purchase any specific quantity or pay any minimum contract price during the term of the Contract.

As required by Wisconsin Statutes, continuance of a Contract beyond the limits of funds available will be contingent upon appropriation of the necessary funds, and the termination of the Contract by lack of appropriations must be without penalty.

The State reserves the right to cancel this RFB for any reason prior to the issuance of the Notice of Intent to Award.

1.3 CONTRACT TERM

This Contract will be for an initial two (2) year period. DSPS and the Contractor, upon written mutual agreement, may renew the Contract for up to an additional three (3), one (1)-year renewal periods.

The Contract will be effective on the date it is executed by DSPS. If no formal Contract is executed, the effective date of the Contract is the date of the purchase order (PO).

The RFB documents, the awarded Bidder’s response as accepted by DSPS, and any purchase order (PO) related to this RFB will become the Contract between the parties unless a separate Contract is executed.

1.4 TRANSITION EXTENSION PERIOD

DSPS may request an extension of this Contract on a month-to-month basis for no more than one (1) year after the original Contract term. Extension terms are not automatic and will only be executed by mutual agreement of both parties (DSPS and the awarded Contractor) when circumstances beyond DSPS’s control delay the award or start-up of a new Contract. The terms and conditions of the current Contract will apply to the transitional extension period, but cost may be negotiated as necessary.

If the incumbent Contractor is not awarded the next Contract or has an area rescinded due to performance issues, they are expected to work with DSPS and the new Contractor to ensure a smooth transition which includes the closing of open/active inspections. Failure to work cooperatively with DSPS may jeopardize the incumbent’s ability to participate in future solicitations.

1.5 MODIFICATIONS OF CONTRACT

The Contract will not be used for purchasing commodities or services outside of the general scope and intent of the original RFB. Any modifications made to the Contract must fall within the scope of the Bid, be rendered in writing, and signed by both parties or they must be void. The Contract will be effective on the date it is executed by DSPS.

1.6 ORDER OF PRECEDENCE

In the event of Contract award, the contents of this RFB (including all attachments), RFB addenda and revisions, the Bid response from the successful Bidder as accepted by DSPS, and any additional terms agreed to in writing by the parties must be incorporated into the Contract. Failure of the successful Bidder to accept these elements into the Contract will result in the cancellation of the Contract award.

In the event of conflict with the incorporated elements of the Contract, the following order of precedence will prevail:

• Final Signed Contract with clarifications included

• Official purchase order (PO)

• Bid Response as accepted by the State of Wisconsin

• Request for Bid

If the official purchase order serves as the final Contract, in the event of a conflict with the incorporated elements of the Contract, the following order of precedence will prevail:

• Official purchase order (PO)

• Bid Response as accepted by the State of Wisconsin

• Request for Bid

1.7 COOPERATIVE PURCHASING SERVICES

Commodities and Services may be made available to Municipalities and Authorized Users (piggybacking) upon agreement of the Contractor. Where requested by the State, and agreed to by the Contractor, Municipalities and Authorized Users must be able to obtain the Commodities and Services which are procured under the Contract at the same rates agreed to by DSPS and the Contractor.

The Contractor will be responsible for confirming the status of potential Municipalities and Authorized Users with DSPS and providing appropriate documentation and support and reporting Contract usage by Municipalities and Authorized Users.

If the Contractor chooses to extend the costs offered in this Contract to Municipalities and Authorized Users, any resulting Contract is solely between the Contractor and the Municipality or Authorized Users. DSPS will not be responsible for any issues which may arise between Municipalities or Authorized Users and the Contractor as a result of any sales and/or purchases made.

1.8 RESPONDING TO BID REQUIREMENTS

Mandatory Bidder Requirements and qualifications in this RFB document must be minimally met without exception;

failure to meet such will disqualify your Bid. Before the award of any Contract, DSPS must be satisfied the Bidder has sufficient qualified resources available for performing the work described in this Bid. It is the Bidder's responsibility to acquaint DSPS with these Requirements and qualifications by submitting appropriate or supporting documentation.

If no single Bidder is able to meet an individual Mandatory Requirement or qualification, the State reserves the right to eliminate the individual Mandatory Requirement or qualification; in such case, the State will continue the review of Bids and select the Bid most closely meeting the Requirements and qualification specified in this RFB.

2 MANDATORY BIDDER QUALIFICATIONS

All Bidder Qualifications in this section is Mandatory and must be met at no additional cost above the cost provided in the Bid.

2.1 PROFESSIONAL QUALIFICATIONS AND EXPERIENCE

2.1.1 CONTRACTOR MINIMUM EXPERIENCE

Bidder attests their company has at a minimum, experience in the provision of having performed services of 8,000 conveyance inspections or more annually over a consecutive period of two (2) or more years.

2.1.2 ENGAGEMENT

Bidder attests it does not and must not engage in, or have any interest, direct or indirect, in any wholesale or retail operation involving conveyances which transacts business in the state of Wisconsin. The Bidder further states they do not engage in the work of installing or repairing conveyances in the state of Wisconsin.

2.2 STAFF QUALIFICATIONS/CERTIFICATIONS

Bidder must submit Attachment D – Conveyance Experience form and a copy of employee credentials with this RFB proving the Bidder has the staff as stated in Section 2.2.1 and Section 2.2.2.

2.2.1 STAFF EXPERIENCE

Bidder attests they have a designated lead Inspector having a minimum of five (5) years’ experience in conducting conveyance inspections, directing other Contractor employees in the completion of inspections, and working with Building Owners to correct issues identified in the inspections.

2.2.2 STAFF CREDENTIALS

Bidder attests the Contractor inspection employees must hold a state of Wisconsin credential as a Licensed Elevator Inspector (see SPS 305.64), which requires evidence the person holds a certification in accordance with the procedures established under the standard for the ASME Qualification of Elevator Inspector (QEI-1) from an independent organization acceptable to DSPS.

3 MANDATORY REQUIREMENTS OF BID

The following Requirements must be met at no additional cost above the pricing provided in the Bid. All Requirements are defined as minimum Mandatory Requirements unless otherwise stated.

Bidder must use Attachment C – General Mandatory Bid Requirements Matrix to respond to this section.

3.1 PREVIOUS SUSPENSIONS OR REVOCATIONS

Bidder, at the time of Bid submission, must provide documentation of any previous suspensions or revocations of inspector certifications by any of the employees who will be performing the duties required by this Bid.

3.2 DISTRICT INSPECTORS

At the time of Contract commencing, DSPS and the Contractor must dedicate full-time Inspector(s) for each district awarded.

3.3 CONTRACTOR KNOWLEDGE, SKILL, AND ABILITY REQUIREMENTS

3.3.1 CONCEPTS, PRINCIPLES, AND THEORIES

Contractor must possess knowledge of conveyance system inspection concepts, principles, and theories.

3.3.2 WRITTEN MATERIAL

Contractor must understand and interpret written material, including technical materials, rules, regulations, instructions, reports, charts, graphs, tables, etc. as applied to specific conveyance systems and commercial electrical installations.

3.3.3 WORKING WITH INDIVIDUALS

Contractor and their employees must apply the following when working with individuals:

• show understanding, friendliness, courtesy, tact, empathy, concern, and politeness

• develop and maintain effective relationships with others

• effectively handle individuals who are difficult, hostile, or distressed

• relate well to people from varied backgrounds and different situations

• is sensitive to cultural diversity, race, gender, disabilities, and other individual differences

3.3.4 ASSESS NEEDS, PROVIDE INFORMATION, OR ASSISTANCE

Contractor must work with clients and customers (any individuals who use or receive the services under this Contract, including the general public, individuals who work in DSPS, other agencies, or organizations outside the Government) to assess their needs, provide information, or assistance.

3.3.5 STAFF TRAINING

All Contractor Inspectors, and any subsequent hires, who do not have experience inspecting conveyances in the state of Wisconsin must attend a four (4) hour training with DSPS prior to performing inspections.

3.3.6 IDENTIFY PROBLEMS

Contractor must identify problems and make sound, well-informed, and objective decisions to solving the problems identified through inspections.

3.3.7 WRITING

Contractor must write in a clear, concise, organized, and convincing manner for all clients and customers who use or receive services under this Contract.

3.3.8 IN-HOUSE QUALITY CONTROL PROGRAM

Contractor must have a documented in-house quality control program ensuring training and auditing of Inspectors and inspection related processes.

3.3.8.1 IN-HOUSE QUALITY CONTROL PROGRAM DOCUMENTATION

Contractor must provide the in-house quality control program documentation with Bid submission.

3.3.9 MICROSOFT OFFICE PRODUCTS

Contractor must have a working understanding and experience using Microsoft Office products such as, but not limited to, Excel, Word, and Outlook.

3.4 TECHNICAL REQUIREMENTS

3.4.1 WIS. ADM. CODES

Contractor must perform conveyance inspection services pursuant to the Wis. Adm. Codes:

• SPS 318

• SPS 362

• SPS 364

3.4.2 ADOPTED EDITIONS – SAFETY CODE

Safety code inspection services must be performed, by the Contractor, in accordance with the currently adopted edition of:

• ASME A17.1/CSA B44-16 Safety Code for Elevators and Escalators

• ASME A18.1 Safety Standard for Platform Lifts and Stairway Chairlifts

• ANSI E1.42 Entertainment Technology-Design, Installation, and Use of Orchestra Pit Lifts

• QEI-1 Standard for the Qualification of Elevator Inspectors

3.4.3 STANDARDS

Contractor must have the following standards available for reference while performing inspections:

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

• ASME A17.5/CSA B44.1 Elevator and Escalator Electrical Equipment

• ASME A17.6 Standard for Elevator Suspension, Compensation, and Governor Systems

• ASME A17.7/CSA B44.7 Performance-Based Safety Code for Elevators and Escalators

• ASME A17 INTERPS Elevator and Escalator Interpretations Nos 2-13

3.5 SERVICE REQUIREMENTS

Contractor inspections must be completed on new installations (not covered by DSPS employees), covered alterations, repairs and replacements, and annually on existing conveyances in accordance with the applicable Wisconsin Statutes and Administrative Code.

3.5.1 OVERDUE INSPECTIONS/EXPIRED PERMITS

Overdue inspections not completed by the Contractor Inspector and expired permits to operate (PTO) will be tracked by DSPS via eSLA (Electronic Safety and Licensing Application, Section 3.16) pursuant to the requirements of SPS 318.1011.

3.5.1.1 CONTRACTOR INSPECTOR DOES NOT FILE/CHARGED FEE BY DSPS

If the Contractors Inspector does not file an inspection report with DSPS within thirty (30) calendar days prior to the expiration date of the permit to operate (PTO), DSPS may conduct the inspection.

3.5.1.2 CONTRACTOR CHARGED FEE BY DSPS

If DSPS conducts the inspection, the Contractor will be charged a fee in accordance with SPS 302.04.

3.6 ACCEPTANCE/ANNUAL INSPECTIONS

Each conveyance must be identified by the Contractor as requiring acceptance or annual inspections as described in SPS 318. Inspections must be performed in accordance with SPS 318 and as follows:

3.6.1 ACCEPTANCE INSPECTIONS

New INSTALLED conveyances or altered, repaired, or replaced components of existing conveyances must undergo acceptance inspections by the Contractor as required by the following codes and standards:

• SPS 318 – Edition based on Contract Date for the project. Specifically see SPS 318.1011, 318.170810,

318.170811 (5) and (6), 318.1810 and SPS 318.4208

• ASME A17.1 – 2016 or latest edition. See 8.6, 8.7, 8.8 and 8.10.2 through 8.10.5 as applicable to the conveyance.

• ASME A17.7 – 2007 or latest edition if the conveyance or component was approved to A17.7 performance-based safety code.

• ASME A17.6 – 2017 or latest edition

• ASME A18.1 – 2020 or latest edition

• ANSI E1.42 – 2018 or latest edition

• ASME QEI-1 – 2018 or latest edition

3.6.1.1 DSPS – ALL ACCEPTANCE INSPECTIONS

Contractor must allow DSPS to assign all acceptance inspections at state-owned facilities to DSPS inspectors.

DSPS reserves the right to assign additional acceptance inspections to DSPS inspectors based on project, new technology, and Contractor’s inability to keep up with annual inspections.

3.7 ACCEPTANCE INSPECTIONS COMPLIANCE

Contactor must acknowledge, for all acceptance inspections, conveyances must not be placed into service until authorized via an approved inspection performed by the Contractor’s licensed elevator Inspector.

3.7.1 AFTER ACCEPTANCE INSPECTIONS COMPLIANCE

After each acceptance inspection, annual inspection, or test of equipment is performed by the Contractor and found to be in compliance as required in SPS 318, the Contractor must not7ify DSPS via the inspection report submitted through eSLA and a Permit to Operate (PTO) may be issued to the Building Owner or their agent.

3.8 INSPECTION SERVICES

3.8.1 IDENTIFICATION

Every employee or associate under the direction of the Contractor must immediately, upon entering a facility, identify themselves and their employer to the Building Owner or their agent. The employee or associate must have a current company photo ID, conduct an opening conference explaining why they are at the site, and how they will proceed.

3.8.1.1 SITE CONTACT PERSON

Contractor’s Inspector must obtain a phone number and email address from the site contact person and include the information in the inspection report.

3.8.1.2 CLOSING CONFERENCE

Upon completion of the service rendered, the Contractor’s Inspector must conduct a closing conference with the Building Owner or their agent to inform them of their findings.

3.8.2 ASSIGNED INSPECTIONS

The Contractor’s Inspector must only inspect units currently assigned to their inspection company. Assignments and contracts change often; therefore, assignments must be verified prior to scheduling. Contractor must schedule every inspection with the Building Owner or their agent prior to the inspection.

3.8.2.1 PRIVATE INSPECTION COMPANIES

Inspections in the Contractor’s district which are assigned to private inspection companies via Service Agent Reporting may be performed by the Contractor if the permit to operate is more than thirty (30) days past expiration and the private inspection company has not performed an inspection of said conveyance in the previous six (6) months.

3.8.3 DETAILS OF INSTRUCTIONS

Contractor must use DSPS written instructions issued to the Contractor to fill in details of the work described herein. Such instructions must be within the scope of work set forth in the contract and must not be of such nature as to affect price, period, performance, or any other substantive provisions of the contract.

3.8.4 FINAL REVIEW/APPROVAL

Contractor must acknowledge, DSPS reserves the right to have final review and approval of all obligations, inspections, and other contract deliverables submitted or prepared by the Contractor.

3.8.5 ISSUANCE OF PTO

Contractor acknowledges the issuance of a permit to operate (PTO) by DSPS, or agent municipality must occur within ten (10) business days of completing and filing the inspection report.

3.9 CONFORMANCE

Contractor must review any required conveyance test reports for conformance with the Wis. Adm. Code SPS 318 and ASME/ANSI A17.1, A18.1, and e1.42 as appropriate.

3.10 ACCIDENT INVESTIGATIONS

Contractor must perform accident investigations regarding conveyances when the Building Owner or their agent has been contacted by DSPS. The Contractor must conduct the investigation within twenty-four (24) hours of notification after DSPS contacts the Contractor. The Contractor must be ablet to receive the notification via email and/or phone.

Twenty-four (24) hours include weekdays, weekends, and holidays.

3.10.1 INSPECTION REPORTS

Contractor must submit inspection reports via the eSLA portal within two (2) business days after the inspection of the accident. The report must certify the continued operation of the conveyance and compliance with SPS

318.1002 scope, Wis. Adm. Code or itemize the existing violations, citing the appropriate sections of SPS 318.

3.11 CORRECTIVE ORDERS

3.11.1 VIOLATIONS/UNSAFE CONDITIONS

When the Contractor identifies violations or unsafe conditions, the Contractor must issue corrective orders and submit a copy to DSPS via the inspection report in eSLA.

3.11.2 INSPECTION REPORT

Contractor must issue corrective orders in accordance with the state of Wisconsin, ASME/ANSI, and the National Fire Protection Association (NFPA) codes in effect at the date of the contract.

3.11.2.1 ISSUE AN ORDER

Contractor must issue an order(s) via the inspection report to the Building Owner or their agent. The order(s) must specify:

• specific code or standard section violated

• nature of the violation

• what corrections are required

• compliance date

3.11.2.2 INSPECTON REPORT

Contractor must create and submit an inspection report through eSLA. A copy must be sent via email or snail mail to the Building Owner or their agent by the Contractor within twenty-four (24) hours of inspection completion.

3.11.2.3 IMMINENT THREAT/LIFE OF LIMB

Any order(s) issued which pose an imminent threat to life or limb requiring the conveyance to be placed out of service, the Contractor must notify DSPS immediately via email at DSPSSBElevatorTech@wisconsin.gov or by phone at 800-943-0003 prior to doing so.

3.11.3 COMPLIANCE DATES

Contractor must adhere to the following guidelines regarding compliance dates:

• Life Safety Issue: Red Tag/immediately taken out of service – physical re-inspection w/state required.

Example: jumped out Safety Circuit SPS 318.10

• Potential Safety Issue: five (5) to fifteen (15) days (next step Red Tag) physical re-inspection required. Example: Inoperable Emergency Phone

• Non–life safety issue: thirty (30) days physical re-inspection at discretion of inspecting company. Example:

Emergency Lighting not functioning

• Extensive Repairs Required: sixty (60) to ninety- (90) days with progress report every thirty (30) days, physical re-inspection required. Example: Rope replacement

3.11.3.1 FOLLOW-UP

Contractor Inspectors must follow-up at the end of each compliance date issued. Contractor must have the Contractor Inspectors follow-up after each compliance issued end date.

3.11.3.2 NON-COMPLIANCE

Referral to DSPS is required if non-compliance is not obtained after three (3) attempts by inspection Contractor. Contractor must refer failure to comply to progressive orders/deadlines to produce necessary actions to DSPS after three (3) attempts by Contractor Inspector.

3.11.3.3 IMPOSED INSPECTION FEE

The Inspection Contractor may impose a contracted inspection fee for each follow-up and/or re-inspection.

3.11.3.4 PROOF

Inspection Contractor must provide proof, in writing, within forty-eight (48) hours of request for follow-up as requested by DSPS.

3.11.4 COMPLIANCE ENFORCEMENT

Contractor must notify DSPS within five (5) days of the completed inspection date via the inspection report of compliance enforcement of any conveyance for which the Contractor must be required to conduct a second re-inspection.

3.11.4.1 LIFE SAFETY ISSUES

Life safety issues must be reported immediately by the Contractor’s Inspector via email to the DSPS Section Chief in addition to the entry of the inspection report into eSLA.

mailto:DSPSSBElevatorTech@wisconsin.gov

3.11.5 APPEAL RE-INSPECTION

Contractor acknowledges the Contractor’s Inspector may decide to require a re-inspection may be appealed to DSPS by the Building Owner or their agent. Appeal must be made directly to the DSPS Section Chief in writing via email.

3.12 CONTRACTOR EQUIPMENT, MATERIALS, SUPPLIES, AND TOOLS

3.12.1 CODE COPIES

Contractor must provide all tools and supplies necessary to properly perform safety code inspections and witness safety tests per the following:

Wis. Admin. Code chapters SPS 316, 318, 361, 362, 363, 364, 365 and 382 adopted editions. Adopted editions of SPS Codes may be found on the DSPS website. The Contractor must provide copies for each Inspector.

Most current adoption editions of:

• ANSI/ASME A17.1 Safety code for Elevators and Escalators,

• ASME A18.1

• ICC/IBC

• ICC/ANSI A117.1 Accessible and Usable Buildings and Facilities

• ANSI E1.42

• any additional ASME, ANSI, ICC, IBC reference materials deemed necessary by DSPS

Most current adoption editions of:

• NFPA 13, Standard for the Installation of Sprinkler Systems

• NFPA 70, National Electrical Code,

• NFPA 72, National Fire Alarm Code

3.12.2 EQUIPMENT AND TOOLS

Contractor must be responsible for providing all equipment, materials, supplies, and tools necessary to perform thorough inspection services during the Contract term. Proper inspection equipment is required in accordance with the latest edition of ASME A17.2.

3.12.3 DIGITAL PHOTOGRAPHS

Contractor must possess or have access to a device capable of taking digital photographs (e.g., a camera, cell phone, or tablet) for documenting non-compliances.

3.12.4 TRANSPORTATION

Contractor must be responsible for providing and arranging necessary and reliable transportation to complete inspections during the Contract term. Automobile insurance must be met according to Section 3.26. Any additional fee covering the Contractor's travel expenses, including travel time, parking, mileage, meals, and lodging must not be permitted.

3.12.4.1 TRAVEL SCHEDULE

Contractor must work with the DSPS to establish a schedule which minimizes travel. Travel must be minimized by methods including, but not limited to, adjusting certificate of operation expiration dates to correspond to those of surrounding conveyance inspections and scheduling for inspection at the same time of said inspections located in proximity to each other.

3.13 PHONE NUMBER, EMAIL, AND COMPUTER

3.13.1 TOLL-FREE TELEPHONE NUMBER

Contractor must provide at their expense a toll-free telephone number for Building Owners and their agents to contact the Contractor's Inspector. The office and toll-free telephone number must be staffed and open for business with a minimum of eight (8) consecutive hours between 7:00 a.m. and 5:00 p.m. per day Monday through Friday.

3.13.1.1 VOICE MESSAGING

The telephone must be equipped to allow callers to leave a voice message (e.g., voicemail or an answering machine/service) on a continuous basis during the term of the Contract.

3.13.2 COMPUTER/INTERNET ACCESS

Contractor must possess or have access to a computer with internet access and an email account to conduct business services.

3.13.3 EMAIL ACCOUNT

Contractor must have an email account available for the Building Owner applicants to submit questions, schedule inspections, and receive answers to specific questions regarding an inspection.

3.13.4 AFTER WORKING HOURS

Contractor must have an Inspector available for emergencies which may arise after working hours. An after-hours telephone number must be furnished to DSPS. All emergencies must be responded to within eight (8) hours or less of the time of notification (as needed).

3.14 AMENDMENTS TO INSPECTION EQUIPMENT LIST

Contractor must be aware of the listing of equipment/number (available via eSLA back-office and eSLA Public Lookup), minus private/insurance company covered. Contractor must acknowledge conveyance system numbers are subject to change for reasons including, but not limited to, the activities listed in the subsections below:

3.14.1 ERRORS AND OMISSIONS

Errors and omissions to the inspection list may result during the transmissions via eSLA. The Contractor must be made aware of the additional conveyance system requiring inspection. The list may contain duplicate listings, and the Contractor must be made aware of the duplication(s).

3.14.2 VACANCIES, ILLNESS, AND COMPETING WORKLOADS

Contractor may be requested to add to their workload inspections normally assigned to DSPS employees. Such a request may result when a position vacancy, Inspector illness, or Inspector competing workload prevented the DSPS employee from completing an annual inspection within the required time limits.

The additional conveyance system would be removed from the Contractor’s list when the vacancy is filled.

3.14.3 PERIODIC INSPECTION LIST

After a newly installed conveyance system is put into service, the system must be placed on the list by DSPS (via eSLA) for a periodic inspection available in eSLA.

https://dsps.wi.gov/Pages/Programs/Elevators, submitted by the installer, to DSPSSBElevatorTech@wisconsin.gov.

An email must be sent to the Contractor by DSPS administrative staff when periodic inspections need to be performed.

https://dsps.wi.gov/Pages/Programs/Elevators mailto:DSPSSBElevatorTech@wisconsin.gov

3.14.4 PRIVATE/INSURANCE COMPANY INSPECTIONS

Under s. 101.12(3)(d), Wis. Statutes and s. Comm 41.15, Wis. Adm. Code, DSPS is required to accept inspection reports submitted by private/insurance company inspectors. Private/insurance companies may employ inspectors at their option regardless of this Contract.

3.15 REPORTING AND FEE REQUIREMENTS

Contractor must submit all reports as requested by DSPS.

3.15.1 eSLA REPORTING

Contractor must provide reports to DSPS via eSLA within five (5) business days after completing the inspection, unless additional time is authorized (in writing) by DSPS.

3.15.2 RE-INSPECTION, EXAMINATION, AND TESTS

All inspections by the Contractor will be subject to re-inspection, examination, and tests by DSPS at any, and all, times during the course of the work and at any and all places where such work is being carried on. DSPS will have the right to reject substandard inspections or reports and require re-inspection or resubmission of reports within five (5) business days.

3.15.3 REGULATED OBJECT INSPECTION REPORT

Contractor’s Inspector must submit Appendix 3 – Regulated Object Inspection Report on the results to DSPS for inspections meeting all code requirements which must issue the permit to operate (PTO) the conveyance. In the presence of a violation, which will place the PTO on hold, the report must explain the violation or unsafe condition, with reference to specific code sections, and the nature of the deficiency.

3.15.4 SAFETY CODE INSPECTION REPORT

A safety code inspection report must be submitted by the Contractor’s Inspector on the "checklist for inspection and test of electric elevators", "checklist for inspection and test of hydraulic elevators" or "checklist for inspection and test of escalators and moving walks" as found in the Appendix of the latest editions of ASME A17.2.1, ASME A17.2.2, or ASME A17.2.3.

3.15.4.1 “OK” AND “NOT ACCEPTABLE”

Contractor’s Inspector must clearly and legibly circle or mark each item as "ok" or "not acceptable," and briefly describe under the condition space what the "not acceptable" condition is.

3.15.4.2 “NE”

Items which are not applicable to the vertical transportation equipment being inspected must be marked "NE" by the Contractor’s Inspector when the item is not being evaluated.

3.15.5 CODE VIOLATION

Any code violation which would be permissible due to the age of the equipment (date of installation) must be marked "N/A" by the Contractor’s Inspector (i.e., fireman's service, emergency lighting, door restrictors, handicap provisions, top of car light, floor numbers in hoist way, pit ladders, etc.).

3.15.6 INSPECTION CHECKLIST

Contractor’s Inspector must sign and legibly print their name, company name, QEI- 1 license number, and date on the last page of the applicable Inspector's checklist.

3.15.7 FEE FOR INSPECTION

Contractor must be responsible for collecting from the Building Owner or their agent the authorized conveyance inspection/re-inspection fee(s).

Fee for Inspection – A building owner must be charged fees for all inspections and re-inspections required under this Contract by the Contractor.

3.15.8 INVOICING OWNER FOR INSPECTION

Invoicing Owner for Inspection – Contractor must submit an invoice to the Building Owner or their agent which includes each individual permit number, the date of each conveyance inspection or re-inspection, and each fee billed by the Contractor.

3.15.9 ELEVATOR INVOICE REPORT

Contractor must report monthly to DSPS the dollar amount of fees collected for the month and the Contract period. The report will be due by the 15th of the month following the inspection month.

Example: Fees collected for the month of September 2025 will be due by October 15, 2025. See Appendix 4 – Sample Elevator Invoice Report for more information.

The detailed information required on the monthly report will be provided to the Contractor by the DSPS Elevator Program Section Chief. This report must be in Excel format and specify:

• permit number

• date of inspection

• type of inspection

• inspection status

• fee invoiced

• fee received

3.15.10 REVENUE REPORTING

Contractor must be responsible for revenue reporting on revenue generated through this Contract. The reports are required to be in compliance with the State of Wisconsin Accounting Manual 06-02. The report will be due by the

15th of the month following the inspection month. Example: Fees collected for the month of September 2025 must be due by October 15, 2025.

3.15.10.1 APPENDIX 5 – CONVEYANCE REVENUE REPORTING

Contractor must use Appendix 5 – Conveyance Revenue Reporting to report revenue. Follow the instructions on the Revenue Reporting Info tab. If it is determined by DSPS the Contractor has collected a fee to which they are not entitled, the Contractor must refund the fee to the Building Owner or their agent per requirements listed in SPS 302.07 Fee refunds.

3.16 ELECTRONIC SAFETY AND LICENSING APPLICATION (eSLA)

The DSPS Conveyance program services are located within the Electronic Safety and Licensing Application (eSLA). eSLA is an online web portal cloud-based program requiring customers to use eSLA to submit plan reviews/permits.

The eSLA program has two sub-systems. The first sub-system is a front-facing web portal used by the customer to set up a business account and apply for permits. The other sub-system is the back-office application for the Contractor to process all permit applications and record inspections. The customer does not have access to the back office sub-system.

3.16.1 RECORD/DOCUMENT

Contractor must utilize eSLA to record and document all permit applications and inspection reports under the terms of this Contract.

3.16.2 eSLA CUSTOMER ASSISTANCE

Contractor must assist customers through the eSLA system. This assistance includes, but is not limited to the following:

• setting up an account

• adding a business account

• managing a customer’s business

• obtaining a security code

• assisting with the customer’s dashboard

• filling…

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