Elevator Mod.FINAL SOW and Specs.pdf

ELEVATOR MOD

Non-Mandatory Meeting & Site Visit: September 9, 2026, 9:00 a.m. (about 4-6 hours)

To discover and resolve conflicts or lack of definition which might create problems, Vendor must review Contract Documents, existing site conditions, and existing equipment specified to be retained for compatibility with its product prior to submitting quotation. Site review shall include, but not be limited to:

1. Adequacy of access along the entire path of required material movement and at equipment installation locations.

2. Retained equipment.

3. Elevator hoist ways.

4. Pits.

5. Machine rooms and spaces.

6. Controller rooms and spaces.

7. Overhead clearances.

8. Electrical power characteristics.

9. Structural supports.

Scope of Work:

Scope includes all engineering, labor, tools, and material required to complete the work in every respect.

Vendor is cautioned to familiarize itself with existing site conditions and to include all incidental work that might occur or be required during the work. After vendor has been awarded, no extra charges will be allowed for any labor or material necessary to complete required work whether exactly described in these specifications.

Any discrepancies or ambiguities found in vendor documents or drawings shall be reported to the

University prior to quotation submittal.

Drawings or measurements included within the specifications are for convenience of vendor. Complete responsibility for detailed dimensions lies with vendor. The vendor shall verify all dimensions with the actual on-site conditions. Where work of Vendor is to be coordinated with another trade, Vendor’s shop drawings shall show actual dimensions and method of joining work of those trades.

All work covered in this submittal is to be done in full accord with national code, state and local codes, ordinances, and elevator safety orders in effect at time elevator alteration permit issuance. All requirements of local Building Department and Fire Department/Fire Code AHJ are to be fulfilled by

Vendor and its Subcontractors. Also see 01 04 00.

PROTECTION OF WORK AND PROPERTY

Vendor shall continuously maintain adequate protection of all its work from damage and shall protect Owner property from injury or loss arising out of this Contract. Vendor shall make good any such damages, injury, or loss, except such as may be directly caused by agents, subcontractors, or employees of the Owner. Vendor shall provide all barricades required to protect open hoistways or shafts per OSHA regulations. Design of barricades in public areas shall be approved by Owner prior to fabrication and installation.

If work will be disruptive during normal business operations, or would be dangerous to building occupants, said work shall be performed during hours as building management dictates. Examples of such work include, without limitation, saw cutting of concrete, jack hammering, welding, metal cutting, pouring concrete, erecting steel, or hoisting equipment over occupied portions of the building, or performing tests requiring all elevators in a group. Vendor shall perform such work during off-hours and shall include all costs in its quotation.

Vendor shall install suitable protective covering on all finished floors whether marble, wood, carpet or other, in areas where work is being performed. No material handling equipment shall be permitted on or over finished floors unless said floors have been protected in a manner approved by building management.

Portable fire extinguishers shall be provided throughout Vendor’s area of work and shall be placed so as to be accessible at all times. Extinguishers shall be multi-purpose dry chemical type, provided on a basis of one 2A-20BC rated unit for each 3,000 square feet of floor area. Extinguishers will remain property of Vendor.

Vendor shall at all times maintain work areas, so all portions are accessible to fire department personnel and apparatus. Fire hydrants and fire department connections to building sprinkler systems must be kept free from obstruction at all times.

Vendor shall strictly supervise any welding, metal cutting or other operations employing open flame work.

All welding and cutting equipment shall be safely arranged and all combustibles in vicinity of any work being performed shall either be removed or protected by a noncombustible cover. Welding or cutting shall be attended by an assistant or fire watchman who is equipped with at least one 2A-20BC rated multi-purpose dry chemical fire extinguisher. Fire watchman will maintain strict surveillance during entire welding or cutting operation and extinguish flying sparks or burning slag. After welding or cutting operation fire watchman shall thoroughly search entire area for remnants of smoldering materials before he is released from his duty. Any welding or other operation employing open flame in any portion of building shall be scheduled with and receive approval of Owner. Hot work permits shall be scheduled and approved with Owner.

Vendor shall keep noise level generated by their work below eighty (80) dBA level during normal building hours. When it is necessary to produce noise above this level, Vendor shall advise building management of such needs and times will be scheduled as directed. The Vendor shall anticipate and schedule excessive noise generating procedures and include allowance for same in its quotation and schedule.

ACCIDENT REPORTS

In the event of accidents of any kind, Vendor shall furnish Owner with copies of all accident reports.

Reports shall be sent without delay and at same time that they are forwarded to any other parties.

STORAGE OF MATERIALS

Vendor shall confine storage of materials on job site to limits approved by Owner and shall not unnecessarily encumber premises or overload any portion of building with materials to a greater extent than structure design load.

REMOVAL OF EQUIPMENT AND RUBBISH

Vendor shall remove and properly dispose of all rubbish as fast as it accumulates including all existing parts and components not retained, keeping building and premises clean during progress of work and leave premises at completion in a condition acceptable to the Owner. Store parts and components identified by Consultant as useful for maintenance of units not being modernized as directed by Owner.

All other parts and components, including any hydraulic oil or other lubricants not retained shall become property of Vendor. Dumpster shall be located in the loading dock area.

REMOVAL OF USED HYDRAULIC OIL AND SPOILS

Vendor shall provide all storage, transport, and disposal of all used hydraulic oil and jack hole clean out spoils and debris removed from an existing jack hole at no extra cost to the Owner.

MATERIALS AND WORKMANSHIP

All materials and equipment furnished shall be new and best quality. Installation shall be accurate, workmanlike, and subject to approval of Owner and Consultant. All materials and equipment provided shall conform to regulations of enforcement bodies having jurisdiction. Vendor shall furnish material samples for approval.

SUPERVISION

Vendor shall assign a competent Project Manager, superintendent, and on-site foreman for project satisfactory to Owner and Consultant. Such persons shall represent Vendor and all instructions given to them shall be binding as if given to Vendor.

ROUTINE BUSINESS

After award of Contract, all business relating to required work shall be transacted through Consultant, unless otherwise directed.

CHANGES AND EXTRA WORK

Owner may at any time make changes to Contract Documents, plans and drawings, omit work, or require additional work by Vendor. For such additional work performed hereunder, Owner shall pay Vendor on the basis of a mutually agreed lump sum. See Article 1.24 for method of computing lump sum cost of additional work. Vendor shall make no additions, changes, alterations, or omissions, or perform extra work, without receipt of written authorization of Owner.

DELAYS AND EXTENSION OF TIME

If Vendor progress is delayed due to acts of Owner or Consultant, acts of other Vendors, fire, floods, strikes or other casualties beyond the control or without fault or negligence of Vendor, time for completion of the work shall be extended for a period determined by Consultant to be equivalent to time of such delay. Vendor must notify Consultant, in writing, of such delay within 48 hours after delay commences, or no extension of time will be granted. Extension of time without written request within said period on one or more occasions shall not be deemed a waiver of provisions of this article.

Should the project be completed past the final approved scheduled turnover date by Owner, a penalty will be assessed of $1,000/day.

FINAL CLEANING

Requirements:

• Elevator hoistways and all equipment therein shall be cleaned and left free of rust, filings, welding slag, rubbish, loose plaster, mortar drippings, extraneous construction materials, dirt, and dust, including walls, building beams, sill ledges, and hoistway divider beams.

• Care shall be to not to mark, soil, or otherwise deface existing or new surfaces. Clean and restore such surfaces to their original condition.

• Clean down surfaces and areas which require final painting and finishing work. Cleaning includes removal of rubbish, broom cleaning of floors, removal of any loose plaster or mortar, dust, and other extraneous materials from finish surfaces, and surfaces which will remain visible after the work is complete.

• Paint machine room floors.

CONSULTANT’S FINAL OBSERVATION AND REVIEW REQUIREMENT

Review procedure shall apply for individual elevators, portions of groups of elevators, and completed groups of elevators accepted on an interim basis, or elevators and groups of elevators completed, accepted, and placed in operation.

Contractor shall perform review and evaluation of all aspects of its work prior to requesting Consultant’s final review. Work shall be considered ready for Consultant’s final contract compliance review when all Contractor’s tests are complete, all deficiencies noted by the AHJ have been rectified, and all elements of work or a designated portion thereof are in place and elevator, or group of elevators are deemed ready for service as intended.

Contractor shall perform review and evaluation of all aspects of its work prior to requesting consultant’s review.

Furnish labor, materials, and equipment necessary for Consultant’s review. Notify Consultant five working days in advance when ready for final review of elevator or group of elevators.

Consultant’s written list of observed deficiencies of materials, equipment, and operating systems will be submitted to Contractor for corrective action. Consultant’s review shall include as a minimum:

1. Workmanship and equipment compliance with Contract Documents.

2. Elevator performance compliance with Contact Documents:

a. Contract speed.

b. Capacity.

c. Floor to floor times.

d. Starting, accelerating, running.

e. Decelerating, stopping accuracy.

f. Door operation and closing force.

g. Equipment noise levels.

h. Signal fixture utility.

i. Overall ride quality.

j. Performance of door control devices.

k. Operation of emergency two-way communication device.

l. Operations of firefighters' service.

m. Operations of special security features and floor lock-off provisions.

Testing and Test Results:

1. All QEI and Safety Testing to be performed by Reliant Inspections

2. In all elevator test conditions, obtain specified contract speed, performance times, stopping accuracy without re-leveling, and ride quality to satisfaction of Owner and Consultant. Tests will be conducted under both no load and full load condition.

Performance Guarantee: Should Consultant’s review identify defects, poor workmanship, variance, or noncompliance with requirements of specified codes and/or ordinances, or variance or noncompliance with the requirements of Contract Documents, Contractor shall complete corrective work in an expedient manner to satisfaction of Owner and Consultant at no cost as follows:

• Replace equipment which does not meet code or Contract Document requirements.

• Perform work and furnish labor, materials, and equipment necessary to meet specified operation and performance.

• Perform retesting required by governing code authority, Owner, and Consultant.

A follow-up final contract compliance review shall be performed by Consultant after notification by Contractor that all deficiencies have been corrected. Provide Consultant with copies of the initial deficiency report marked to indicate items which Contractor considers complete.

MANUFACTURER’S WARRANTY

Manufacturer agrees to repair, restore, or replace elevator equipment that fails due to defective materials or poor workmanship within specified warranty period.

Warranty Period: twelve (12) months from date of Substantial Completion.

The Elevator Contractor guarantees that the materials and workmanship of the apparatus installed by them and any subcontractor, under this contract, is first class in every respect and that they will make good on any defects not due to ordinary wear and tear or improper use, which may develop within one year from the date of final acceptance of all equipment.

Manufacturer’s warranty to repair or replace defective products or their components in the event of defects within a specified period.

Neither the final payment nor any provisions of the contract documents relieve the Elevator Contractor of any obligation provided by law. They shall remedy any defects and pay all expenses for any damage to other work.

The warranty as outlined above, for all devices, starts from the date of final acceptance of each device, by the Consultant and the Owner, of all work specified and intended under these contract documents.

OWNER’S INFORMATION

Provide electronic copies (flash drive or Consultant-approved equivalent) of written information necessary for proper maintenance and adjustment of equipment within 30 days following final acceptance. Final retention will be withheld until data is received by Owner and reviewed by Consultant. Include the following as minimums:

• Straight-line wiring diagrams of “as-installed” elevator circuits with index of location and function of components. Provide one set reproducible master. Mount one set wiring diagrams on panels, racked, or similarly protected, in elevator machine room. Provide remaining set rolled and in a protective drawing tube. Maintain all drawing sets with addition of all subsequent changes. These diagrams are Owner’s property.

• Written Maintenance Control Program (MCP) specifically designed for the equipment included under this contract. Include any unique or product-specific procedures or methods required to inspect or test the equipment. In addition, identify weekly, bi-weekly, monthly, quarterly, and annual maintenance procedures, including statutory and other required equipment tests.

• Lubrication instructions, including recommended grade of lubricants.

• Parts catalogs for all replaceable parts, including ordering forms and instructions.

• Instructions explaining all operating features, including all apparatus in the car and lobby control panels.

• Maintenance Control Program documentation for all equipment.

Provide Owner with the following:

• Any interface cards required for equipment maintenance, code mandated testing, and troubleshooting.

• Four sets of keys for all switches and control features properly tagged and marked.

• Diagnostic equipment complete with access codes, adjusters’ manuals, and set-up manuals for adjustment, diagnosis, and troubleshooting of elevator system, and performance of routine safety tests.

Acceptance of such records by Owner/Consultant shall not be a waiver of any Contractor deviation from Contract Documents or shop drawings or in any way relieve Contractor from his responsibility to perform work in accordance with Contract Documents.

INTERIM MAINTENANCE

Furnish preventive maintenance service on elevators described herein for a period from mobilization, verbal or written, until each unit is removed from building service for modernization. In addition, furnish interim preventive maintenance on completed units until the modernization of each group of elevators is complete and one-year warranty maintenance, defined below, is commenced. Cost of interim maintenance shall not be included as part of modernization quotation. Indicate costs on a per-unit basis for interim maintenance as requested when submitting pricing/bid amount. Costs for interim maintenance shall be paid by Owner separately and monthly based upon the number of units in service.

Perform interim maintenance based upon terms and conditions of Owner's existing maintenance agreement.

Prior to the removal of any car from service, the consolidated callback service for all cars in the specific group shall be no more than three calls per month. Contractor will be responsible for providing preventative maintenance to achieve this requirement.

If callback activity exceeds three callbacks per unit per month at any time when cars are off-line, all maintenance must be completed on OT until callback rate is less than three/unit/month.

Use competent personnel, acceptable to Owner, employed and supervised by the Contractor.

WARRANTY MAINTENANCE

Provide preventive maintenance and 24-hour emergency callback service for one year commencing on date of final acceptance of all modernized elevators by Owner. Warranty maintenance should expire for concurrently for all elevators. Systematically examine, adjust, clean, and lubricate all equipment.

Repair or replace defective parts using parts produced by the Contractor of installed equipment. Maintain elevator machine room, hoistway, and pit in clean condition.

Use competent personnel, acceptable to the Owner, supervised and employed by Contractor.

The warranty maintenance period shall be extended one month for each three-month period in which equipment-related failures average more than .25 per unit per month.

Owner retains the option to delete cost of warranty maintenance from modernization equipment contract and remit twelve equal installments directly to Contractor during period in which maintenance is being performed.

Warranty maintenance to be performed per the terms of Owner's existing maintenance agreement.

ELEVATOR RELATED BUILDING WORK BY ELEVATOR CONTRACTOR

A. Architectural and Structural, Hoistway and Elevator Entrances:

1. Patch any cracks or penetrations in the hoistway to provide smoke and fire rating required by the AHJ. Provide product and installation process documentation as requested.

2. Remove abandoned conduit and wiring in the elevator hoistways.

3. Patch penetrations and gaps in finished elevator lobbies after installation of new signal fixtures. Match existing wall finishes.

4. Protect open hoistways and entrances during construction per OSHA Regulations.

5. Protect car enclosure, hoistway entrance assemblies, and special metal finishes from damage.

6. Seal fireproofing in machine room to prevent flaking.

7. Access ladders and platform to governor(s).

8. Professionally sand, fill and paint entrance frames, transoms, and strike jambs at all landings.

9. Professionally sand, fill and paint landing doors and sight guards at all landings.

10. Professionally scrape and paint cast iron landing sills with commercial grade black epoxy paint. Apply with primer according to manufacturer’s directions.

11. Remove existing finished cab flooring. Install new flooring. Coordinate weight of flooring and sill height with elevator contractor.

B. Architectural and Structural Machine Room:

A. Patch any cracks or penetrations in the machine room walls or ceiling to provide smoke and fire rating required by the AHJ. Provide product and installation process documentation as requested.

B. Provide Class “ABC” fire extinguisher in each elevator machine room.

C. Plumbing and Fire Protection:

1. Fire sprinklers in machine room. Manual shut-off means shall be located outside bounds of machine room. (currently exists)

2. Install and/or program smoke sensors in elevator lobbies and machine room as required for Phase I firefighters recall operation. (currently exists)

3. Provide heat detector in machine room to activate shunt trip contacts in elevator disconnects. (currently exists)

4. Fire sprinklers in hoistway overhead.

5. Fire sprinklers in pit.

6. Pit Sump or Drain: Indirect waste drain or sump with flush grate and pump. Sump pump/drain capacity minimum 3,000 gallons per hour per elevator.

7. Remove abandoned plumbing from machine room and hoistway.

D. Mechanical:

1. Machine and Controller Rooms/Spaces: Ventilation and heating. Provide heating and air conditioning to maintain temperature range of 55°-90° F, and maximum 80% relative humidity, non-condensing. Provide HVAC systems or system modification components with minimum one (1) year manufacturer warranty. (Verify the current system meets temperature range).

E. Electrical Service, Conductors, and Devices:

1. Machine Room or Control Space Lighting: Guarded LED fixtures to provide minimum 19 footcandles average illumination. Provide toggle switch adjacent to strike side of machine room door. Occupancy sensors are not allowed.

2. Machine Room or Control Space Night Light: Provide always-on 3-5-watt LED luminaire inside entrance to machine room.

3. Machine Space Lighting: Guarded LED fixtures to provide minimum 19 footcandles average illumination.

4. Pit Lighting: Guarded LED fixtures to provide minimum 10 footcandles average illumination.

5. Hallway Lighting: LED fixtures to provide 10 footcandles average illumination measured at the threshold with doors closed. Lighting shall be always-on, un-switched and no occupancy sensor.

6. GFCI convenience outlets in pit.

7. Non-GFCI convenience outlet in pit for sump pump.

8. GFCI convenience outlets in machine room or control space.

9. GFCI convenience outlets in machine space.

10. Heavy-duty three-phase mainline copper power feeder with code compliant grounding to terminals of each elevator controller in the machine room with protected lockable “open” disconnecting means.

11. Auxiliary disconnect in multi-level machine room

12. Auxiliary contacts to disable emergency battery lowering.

13. Three-phase power feeder to each freight elevator power door controller in machine room with protected lockable “open” disconnecting means.

14. Single-phase copper power feeder to each elevator with individual protected lockable

“open” disconnecting means located in machine room for utilization equipment: Car lighting

& blower and Pit sump pump.

15. Automatic Fire Recall System:

• Fire alarm initiating devices in each elevator lobby, for each group of elevators or single elevator.

• Fire alarm initiating devices in each elevator machine room.

• Fire alarm initiating devices at top of hoistway if sprinklered.

• Three Relay Activation Modules for each group of elevators or single elevator.

Locate modules within three feet of controller designated by the Elevator Contractor to minimize un-supervised wiring. Program Modules as follows: (Verify current Modules meet requirements) - PRIMARY: Activate when any hallway device, except primary floor, activates; ALTERNATE: Activate when hallway device at primary floor activates; and FIRE HAT: Activate when machine room device activates.

• Provide technician from fire alarm contractor for pre-test of system during normal working hours.

• Provide technician from fire alarm contractor for acceptance test of system with AHJ during normal and overtime working hours.

• Remove fire alarm devices from pit where not required.

• Remove fire alarm devices from hoistway overhead where not required.

16. Means to automatically disconnect power to affected elevator drive unit and controller prior to activation of machine room fire sprinkler system and/or hoistway fire sprinkler system. Provide heat detectors, shunt trip breaker and all necessary equipment.

17. When sprinklers are provided in the hoistway all electrical equipment, located less than 4'-0" above the pit floor shall be rated for and identified for use in wet locations. Exception: Seismic protection devices.

18. Card or Proximity Readers (get card reader info from current readers located at this facility), elevator contractor to coordinate and assist with the installation of the readers in car operating panels or hall stations.

19. Cables for Cameras and Card or Proximity Readers in Elevators specified.

20. Power for Mechanical Equipment: Provide power for HVAC and/or ventilation equipment where applicable.

21. Conduit from fire alarm panel to each fire alarm device location at each floor, hoistway, pit and machine room including three relay activation modules in machine room. Provide junction box at each location.

22. Review power confirmation data provided by the Elevator Contractor, on behalf of the Owner.

Verify electrical supply to the controllers meets the stated requirements. Where applicable, review standby power generator capability to meet stated requirements and absorb regenerated power.

F. Standby Power Provision:

• Standby power of normal voltage characteristics via normal electrical feeders to run one elevator at a time in each elevator group and/or single elevator unit. at full-rated car speed and capacity.

• Conductors from auxiliary form “C” dry contacts, located in the standby power transfer switch to a designated elevator control panel in each elevator group and/or single elevator unit. to indicate utility or standby power active.

• Conductors from auxiliary form “C” dry contacts, located in the standby power transfer switch to a designated elevator control panel in each elevator group and/or single elevator unit. .

Provide a time delay of 30-45 seconds for pre-transfer signal in either direction.

• Standby single-phase power to group controller, and each elevator controller for car lighting, exhaust blower, emergency signaling device, intercom amplifier, hoist machine cooling fan, car heating and air conditioning unit.

• Means for absorbing regenerated power during an overhauling load condition per NEC

620.91. Elevators will employ solid state motor drive, presenting a non-linear active load.

• Standby power to machine room ventilation or air conditioning.

• Standby power to emergency communications devices.

G. Elevator Contractor Related Work:

Pit access stationary ladder for each elevator. Retractable ladder if provided shall comply with applicable version of ASME A17.1.

H. Cab Interiors specs below. Drawings to be approved by UTA in advance of work.

Items Description Material

1 Interior Panels All Walls: 394 stainless 5-WL Pattern with self-edged at sides over ½” fire rated substrate mounted to shell walls with ¼" extruded Aluminum Z-clips

2 Ceiling Assembly #4SS ceiling complete with Eyebeam-SC downlights by Man-D-Tec, 1 every 4 ft span. Access to emergency escape hatch required. Emergency lighting is also required.

3 Rear Handrails #4SS 1 ½" round handrail at the rear wall only; standard 1.5” diameter standoff to be used.

4 Recessed Reveals Base, fieze & vertical reveals, Black laminate with matte finish TYP.

5 Flooring Tarkett, Johnsonite, XB8 Bubbles CB 24 Grey Haze WG , plank

WORK INCLUDED

THIS IS A TURNKEY BID/PROJECT. Provide all labor, engineering, tools, transportation, services, supervision, materials, and equipment necessary for satisfactory completion of required work as indicated in this RFP.

Provide all required staging, hoisting and movement of new equipment, reused equipment, or removal of existing equipment.

Applicable conditions of Owner’s General, Special, and Supplemental Conditions.

Includes, but is not limited to, the following:

• Coordination, scheduling, and management of work of component suppliers and subcontractors.

• Furnish and install equipment as specified, utilizing existing and/or modified hoistways and machine rooms or newly constructed hoistways and machine rooms.

PERMITS, TESTS, AND CERTIFICATES

Permits: Secure and pay for all permits required for Work to be performed, including but not limited to:

• State permits – TDLR and obtain an approved permit – prior to any work and must be maintained on site during all work.

• Device or equipment removal permits.

• Hot works permits (through UTA’s EH&S Office).

Post, maintain, and renew all permits in compliance with local governmental requirements. Obtain final close-out of all required permits.

Tests and Inspections: Schedule with the AHJ and perform tests required by Governing Authority in accordance with procedure described in ASME A17.2 Guide for Inspection of Elevators, Escalators, and

Moving Walks in the presence of Authorized Representative of the AHJ.

Certificates: Obtain, pay for, and deliver to Owner with all temporary and final inspection certificates provided by proper governing authorities.

Violations: Resolve any outstanding violations on record with the AHJ on devices being removed prior to final acceptance by the Owner.

QUALITY ASSURANCE

Compliance with Regulatory Agencies: Comply with most stringent applicable provisions of currently enforced codes, laws, and/or authorities, including revisions and changes in effect including, but not limited to:

• American Society of Mechanical Engineers:

• ASME A17.1, Safety Code for Elevators, Escalators, and Moving Walks.

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

• ASME A17.5, Elevator and Escalator Electrical Equipment.

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

• ASME A17.7, Performance Based Safety Code for Elevators, Escalators, and Moving Walks.

• National Fire Protection Association (NFPA):

• NFPA 70, National Electric Code.

• NFPA 80, Fire Doors and Windows.

• FPA 101, Life Safety Code.

• NFPA 13, Installation of Sprinkler Systems.

• International Building Code (IBC).

Accessibility:

• American National Standard Institute (ANSI): A117.1, Accessible and Usable Buildings and

Facilities.

• Uniform Federal Accessibility Standards (UFAS).

• ADAAG, Americans with Disabilities Act Accessibility Guidelines.

• 2016 ANSI A17.1

Local Codes:

• 2016 ANSI A17.1.

• OSHPD.

Inspections: Provide access to areas where work is being performed for the Consultant at any time throughout the project.

ACTION SUBMITTALS (TRACTION ELEVATORS ONLY)

Within sixty (60) calendar days after award of contract and before beginning equipment fabrication submit field verified existing installation information for review.

Existing Traction Car and Counterweight Information:

• Existing Total Car Weight:

o Documented on crosshead data tag, all cars.

o Field Verified: weigh single cars and one car per group of each identical duty type.

o Field verified counterweight total weight. Weigh or balance verify at vertical center of hoistway, single cars and one car per group of each identical duty type.

o Estimated total weight of means of suspension.

o Estimated total suspended compensation load on elevator traction machine drive sheave shaft.

• Existing Power Confirmation Information: Field verified existing conditions at each elevator and main disconnect:

o Actual maximum available voltage and current.

o Verify true earth ground value.

Traction Elevator Information: Within sixty (60) calendar days after award of contract and before beginning equipment fabrication submit planned modernization design information, shop drawings, and required material samples for review. Allow [DAYS] calendar days for response to initial submittal.

• Provide equipment lists, reactions, and design information on fully dimensioned layouts in table form, including:

o Car and Counterweight:

✓ Total car weight to be included on new crosshead data tag.

✓ Total counterweight (pre-modernization weight plus or minus any added or removed weight sections).

✓ Written confirmation that designed modernization elevator system does not increase any reactions on total combined weight of car and rated load:

▪ Does not vary by more than 5% from that of the original installation.

▪ Is no more than the existing installation and no less than 95% of the existing installation.

o Verify buffer capacity via data tags or manufacturer submittals.

o Verify car and counterweight safety capacities via data tags or manufacturer submittals.

o Power Confirmation Information: Design for existing conditions.

✓ Motor horsepower and code letter designation.

✓ Motor drive starting current, full load running current, and demand factor.

✓ Written confirmation that existing electrical provisions are adequate for post modernization installation equipment requirements.

o Written confirmation that total planned modernization reactions on building structure do not exceed originally designed reactions by more than 5%. If installation has been altered previously and original car top data tag is missing, confirm that new reactions will not exceed existing reactions. Reaction calculations shall include:

✓ Machine and motor

✓ Total counterweight

✓ Suspended compensation

✓ Blocking beams

✓ Traveling Cables

✓ Sheaves

✓ Suspension means

✓ Total Car Weight

✓ Car Capacity o Product Data, Including:

✓ Capacities, sizes, performances, operation, control, signal systems operations, safety features, finishes, and similar information.

✓ Product data for car enclosures and hoistway entrances.

✓ Product data for signal fixtures, lights, graphics, tactile marking plates, and details of mounting.

✓ Full details of ascending car protection means and installation.

✓ Two-way conversation devices.

✓ Post-modernization machine room heat emissions in BTU.

o Elevator Shop Drawings:

✓ Fully Dimensioned Fixture Drawings:

▪ Car operating panels

▪ Car floor indicators.

▪ Hall stations.

▪ Position indicators.

▪ Hall lanterns.

▪ Access key switch.

▪ Remote panels.

✓ Rope Brake Mounting and Installation Drawings:

▪ Details of all materials and installation design required.

▪ Showing reactions incorporated into design.

▪ Signed and stamped by a licensed engineer.

o Samples for Initial Selection: For finishes involving surface treatment or paint or color selection per Architectural list: Client to make final approval on any colors where needed.

o Written Maintenance Control Program (MCP) specifically designed for the equipment included under this contract.

✓ Include any unique or product specific procedures or methods required to inspect or test the equipment.

✓ Identify weekly, bi-weekly, monthly, quarterly, and annual maintenance procedures, including statutory and other required equipment tests.

o Submittal review shall not be construed as an indication that submittal is correct or suitable or that the work represented by submittal complies with the Contract Documents.

Compliance with Contract Documents, Code requirements, dimensions, fit, and interface with other work is Contractor’s responsibility.

o Acknowledge and/or respond to review comments within fourteen calendar days of return.

✓ Promptly incorporate required changes due to inaccurate data or incomplete definition so that delivery and installation schedules are not affected.

✓ Identify and cloud drawing revisions including Contractor elective revisions on each re-submittal.

o Contractor’s revision response time is not justification for equipment delivery or installation delay.

ACTION SUBMITTALS (HYDRAULIC ONLY)

Within sixty (60) calendar days after award of contract and before beginning equipment fabrication submit field verified existing installation information for review.

Existing Hydraulic Car Information:

• Existing Total Car Weight:

o Documented on crosshead data tag, all cars.

o Field Verified: weigh single cars and one car per group of each identical duty type.

o Estimated total load on elevator hydraulic jack.

• Existing Power Confirmation Information: Field verified existing conditions at each elevator and main disconnect:

o Actual maximum available voltage and current.

o Verify true earth ground value.

Hydraulic Elevator Information: Within sixty (60) calendar days after award of contract and before beginning equipment fabrication submit planned modernization design information, shop drawings, and required material samples for review. Allow sixty (60) calendar days for response to initial submittal.

• Provide equipment lists, reactions, and design information on fully dimensioned layouts in table form, including:

o Car:

✓ Total car weight to be included on new crosshead data tag.

✓ Written confirmation that designed modernization elevator system does not increase any reactions on total combined weight of car and rated load:

✓ Does not vary by more than 5% from that of the original installation.

✓ Is no more than the existing installation and no less than 95% of the existing installation.

o Verify buffer spring capacity via data tags or manufacturer submittals.

o Power Confirmation Information: Design for existing conditions.

✓ Motor horsepower and code letter designation.

✓ Motor drive starting current, full load running current, and demand factor.

✓ Written confirmation that existing electrical provisions are adequate for post modernization installation equipment requirements.

o Written confirmation that total planned modernization reactions on building structure do not exceed originally designed reactions by more than 5%. If installation has been altered previously and original car top data tag is missing, confirm that new reactions will not exceed existing reactions. Reaction calculations shall include:

✓ Power Unit

✓ Traveling Cables

✓ Hydraulic Jack

✓ Total Car Weight

✓ Car Capacity o Product Data, Including:

✓ Capacities, sizes, performances, operation, control, signal systems operations, safety features, finishes, and similar information.

✓ Product data for car enclosures and hoistway entrances.

✓ Product data for signal fixtures, lights, graphics, tactile marking plates, and details of mounting.

✓ Full details of ascending car protection means and installation.

✓ Two-way conversation devices.

✓ Post-modernization machine room heat emissions in BTU.

o Elevator Shop Drawings:

✓ Fully Dimensioned Fixture Drawings:

✓ Car operating panels

✓ Car floor indicators.

✓ Hall stations.

✓ Position indicators.

✓ Hall lanterns.

✓ Access key switch.

o Samples for Initial Selection: For finishes involving surface treatment or paint or color selection per Architectural list: Client to make final approval on any colors where needed.

o Written Maintenance Control Program (MCP) specifically designed for the equipment included under this contract.

✓ Include any unique or product specific procedures or methods required to inspect or test the equipment.

✓ Identify weekly, bi-weekly, monthly, quarterly, and annual maintenance procedures, including statutory and other required equipment tests.

o Submittal review shall not be construed as an indication that submittal is correct or suitable or that the work represented by submittal complies with the Contract Documents.

Compliance with Contract Documents, Code requirements, dimensions, fit, and interface with other work is Contractor’s responsibility.

✓ Acknowledge and/or respond to review comments within fourteen calendar days of return.

✓ Promptly incorporate required changes due to inaccurate data or incomplete definition so that delivery and installation schedules are not affected.

✓ Identify and cloud drawing revisions including Contractor elective revisions on each re-submittal.

o Contractor’s revision response time is not justification for equipment delivery or installation delay.

SITE CONDITION INSPECTION

Prior to beginning installation of equipment, examine hoistway and machine room areas. Verify no irregularities exist which affect execution of the specified work.

Do not proceed with installation until work in place conforms to project requirements.

PRODUCT DELIVERY, STORAGE, AND HANDLING

General:

• The protection of all equipment and exposed finishes shall be the responsibility of the Contractor during delivery, handling, and installation until completion of project.

• The Elevator Contractor shall replace damaged materials with new at no additional cost for material and labor to Owner.

Delivery and Storage:

• Manufacturers’ original packing must adequately protect materials during delivery.

• Deliver materials to the site ready for use in the accepted manufacturer’s original and unopened containers and packaging, bearing labels as to type of material, brand name, and manufacturer’s name. Delivered materials shall be identical to accepted samples.

• Store materials in original protective packaging under cover in a dry and clean location off the ground. Remove delivered materials that are damaged or otherwise not suitable for installation from the job site and replace with acceptable materials.

• It is the responsibility of the Elevator Contractor to properly store and protect all materials in space provided or designated by the Owner against damage, stains, scratches, corrosion, weather, construction debris, and environmental conditions.

INSTALLATION REQUIREMENTS

• Install all equipment in accordance with Manufacturer’s instructions, referenced codes, specifications, and approved submittals.

• Install machine room equipment with clearances in accordance with referenced codes and specification.

• Install all equipment so it may be easily removed for maintenance and repair.

• Install all equipment for ease of maintenance.

• Install all equipment to afford maximum accessibility, safety, and continuity of operation.

• Remove oil, grease, scale, and other foreign matter from the following equipment and apply one coat of field-applied machinery enamel:

o All exposed equipment and metal work installed as part of this work which does not have architectural finish.

o Machine room equipment.

o Pit equipment.

o Neatly touch up damaged factory-painted surfaces with original paint color.

o Protect machine-finish surfaces against corrosion.

MANUFACTURER’S NAMEPLATES

Manufacturer’s name plates and other identifying markings shall not be affixed on surfaces exposed to public view. This requirement does not apply to Underwriter’s Laboratories and code required labels.

Each major component of mechanical and electrical equipment shall have identification plate with the

Manufacturer’s name, address, model number rating, and any other information required by governing codes.

COLORS OF FACTORY-FINISHED EQUIPMENT

All colors will be selected from the Manufacturer’s standard range unless custom colors are specified herein.

Submit samples of all standard colors available and/or specified custom colors for review and approval.

Submit samples of all specified architectural metals specified for review and approval.

MATERIALS AND FINISHES

Steel:

• Sheet Steel (Furniture Steel for Exposed Work): Stretcher-leveled, cold-rolled, commercial quality carbon steel, complying with ASTM A366, matte finish.

• Sheet Steel (for Unexposed Work): Hot-rolled, commercial quality carbon steel, pickled and oiled, complying with ASTM A568/A568M-03.

• Structural Steel Shapes and Plates: ASTM A36.

Stainless Steel: Type 304 complying with ASTM A240, with standard tempers and hardness required for fabrication, strength, and durability. Apply mechanical finish on fabricated work in the locations shown or specified, Federal Standard and NAAMM nomenclature, with texture and reflectivity required to match

Architect’s sample. Protect with adhesive paper covering.

• No. 4 Satin: Directional polish finish. Graining directions as shown or, if not shown, in vertical dimension.

• No. 8 Mirror: Reflective polish finish with no visible graining.

• Textured: Windsor pattern as manufactured by Rigidized Metals or Windsor pattern as manufactured by Rimex Metals or approved equal with .050" mean pattern depth with bright directional polish (satin finish).

• Burnished: Non-directional, random abrasion pattern.

Aluminum: Extrusions per ASTM B221; sheet and plate per ASTM B209.

Plastic Laminate: ASTM E84 Class A and NEMA LD3.1, Fire-Rated Grade (GP-50), Type 7, 0.050"

±.005" thick, color and texture as follows:

• Exposed Surfaces: Color and texture selected by Architect.

• Concealed Surfaces: Contractor’s standard color and finish.

Fire-Retardant Treated Particle Board Panels: Minimum 3/4" thick backup for natural finished wood and plastic laminate veneered panels, edged and faced as shown, provided with suitable anti-warp backing;

meet ASTM E84 Class “I” rating with a flame-spread rating of 25 or less, registered with Local Authorities for elevator finish materials.

Natural Finish Wood Veneer: Standard thickness, 1/40" thoroughly dried conforming to ASME/HPMA HP-

1983, Premium Grade. Place veneer, tapeless spliced with grain running in direction shown, belt and polish sanded, book matched. Species and finish designated and approved by Architect.

Paint: Clean exposed metal parts and assemblies of oil, grease, scale, and other foreign matter and factory paint one shop coat of standard rust-resistant primer. After erection, provide one finish coat of industrial enamel paint. Galvanized metal need not be painted.

Prime Finish: Clean all metal surfaces receiving a baked enamel paint finish of oil, grease, and scale.

Apply one coat of rust-resistant primer followed by a filler coat over uneven surface. Sand smooth and apply final coat of primer.

Baked Enamel Finish: Prime finish per above. Unless specified “prime finish” only, apply and bake three additional coats of enamel in the selected solid color.

Entrance Field Paint:

• Clean all surfaces to remove dirt and grease.

• Sand and finish surfaces as necessary to remove pits and scratches and prepare surface for painting.

• Apply filler to ensure smooth surface; sand and apply one coat of electrostatic enamel in the selected solid color.

Refinishing of natural metals: Remove existing protective finish. Buff as necessary to remove scratches.

Re-grain or finish as specified and protect as indicated for particular metal type.

Entrance Support Equipment within Hoistway: Include strut angles, headers, sill support angles, fascia, hanger covers, etc.

• Clean and check for corrosive activity. Notify Consultant if severely corroded components are observed.

• Replace components which exhibit severe deterioration.

• Tighten all fastenings.

• Repaint exposed surfaces with two coats of rust preventive primer.

RFP XXX Appendix A Page 1

APPENDIX A

PACKAGE A – SPECIFICATIONS

Building Name Priority Limited

Performance Date Type

Qty. of Elevators

UNIVERSITY HALL 1 Traction 2

BUSINESS BLDG 1 Traction 3

CHEMISTRY RESEARCH BUILDING 1 5/8/2027-8/7/2027 Hydraulic 1

UNIVERSITY ADMINISTRATION

BUILDING

2 Traction 2

PICKARD HALL 3 Traction 3

SCIENCE HALL 3 5/9/2028-8/8/2028 Traction 1

RFP XXX Appendix A Page 2

University Hall

Building Name Priority Limited

Performance Date Type

Qty. of Elevators

UNIVERSITY HALL 1 Traction 2

PART 1- GENERAL

1.2. SUMMARY

A. Section includes modernization of traction elevators as follows:

1. Two (2) geared passenger elevator(s), Cars 1 & 2 .

1.3. DEFINITIONS

A. Technical terms used are defined in the latest edition of the Safety Code for Elevators and Escalators, ASME A17.1. or in this section.

1.4. WORK INCLUDED

A. Provide all labor, engineering, tools, transportation, services, supervision, materials, and equipment necessary for and incidental to satisfactory completion of required work as indicated in Contract Documents.

B. Provide all required staging, hoisting and movement of new equipment, reused equipment, or removal of existing equipment.

C. Applicable conditions of Owner’s General, Special, and Supplemental Conditions.

D. Scope of work includes, but is not limited to, the following:

1. Coordination, scheduling, and management of work of component suppliers and subcontractors.

2. Furnish and install equipment as specified, utilizing existing and/or modified hoistways and machine rooms or newly constructed hoistways and machine rooms.

1.5. PERMITS, TESTS, AND CERTIFICATES

A. Permits:

1. Secure and pay for all permits required for Work to be performed, including but not limited to:

a) Municipal and State permits.

b) Device or equipment removal permits.

c) Hot works permits.

2. Post, maintain, and renew all permits in compliance with local governmental requirements.

3. Obtain final close-out of all required permits.

4. Tests and Inspections: Schedule with the AHJ and perform tests required by Governing Authority in accordance with procedure described in ASME A17.2 Guide for Inspection of Elevators, Escalators, and Moving Walks in the presence of Authorized Representative of the AHJ.

RFP XXX Appendix A Page 3

B. Certificates: Obtain, pay for, and deliver to Owner with all temporary and final inspection certificates provided by proper governing authorities.

C. Violations: Resolve any outstanding violations on record with the AHJ on devices being removed prior to final acceptance by the Owner .

1.6. QUALITY ASSURANCE

A. Compliance with Regulatory Agencies: Comply with most stringent applicable provisions of currently enforced codes, laws, and/or authorities, including revisions and changes in effect including, but not limited to:

1. American Society of Mechanical Engineers:

a) ASME A17.1, Safety Code for Elevators, Escalators, and Moving Walks.

b) ASME A17.2, Guide for Inspection of Elevators, Escalators, and Moving Walks.

c) ASME A17.5, Elevator and Escalator Electrical Equipment.

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

e) ASME A17.7, Performance Based Safety Code for Elevators, Escalators, and Moving Walks.

2. National Fire Protection Association (NFPA):

a) NFPA 70, National Electric Code.

b) NFPA 80, Fire Doors and Windows.

c) FPA 101, Life Safety Code.

d) NFPA 13, Installation of Sprinkler Systems.

3. International Building Code (IBC).

4. Accessibility:

a) American National Standard Institute (ANSI): A117.1, Accessible and Usable Buildings and Facilities.

b) Uniform Federal Accessibility Standards (UFAS).

c) ADAAG, Americans with Disabilities Act Accessibility Guidelines.

d) 2016 ANSI A17.1

5. Local Codes:

a) 2016 ANSI A17.1 .

6. OSHPD.

B. Inspections: Provide access to areas where work is being performed for the Consultant at any time throughout the project.

PART 2 - PRODUCTS

RFP XXX Appendix A Page 4

2.1. MANUFACTURERS AND PRODUCTS

A. Approved Elevator Components: In addition to products manufactured by the Principal Manufacturers specified above, the…