P09 - SOW Elevator Inspections.docx

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NTX Elevator Inspections
Solicitation number
36C257-27-AP-0432
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This is a Statement of Work (SOW) for elevator and dumbwaiter inspection and testing services at two Veterans Affairs Medical Centers in the Dallas-Fort Worth area. The contractor shall provide semi-annual, annual, five-year full-load, and ad-hoc inspections of 47 conveyances at Dallas VA Medical Center (37 traction elevators, 7 hydraulic elevators, and 3 dumbwaiters) and 14 conveyances at Garland VA Medical Center (10 traction elevators and 4 hydraulic elevators). All inspections must comply with ASME A17.1/A17.2 standards, ASME A17.3, Texas Health and Safety Code Chapter 754, and applicable NFPA codes.

The base contract period runs from November 1, 2026 through October 31, 2027, with four optional one-year extensions through October 31, 2031. All inspectors must be licensed by the Texas Department of Licensing and Regulation (TDLR) and certified as Qualified Elevator Inspectors (QEI) under ASME QEI-1. The contractor must be independent of the maintenance contractor and have approximately five years of experience inspecting vertical transportation systems. Key deliverables include proof of inspector credentials before work begins, a twelve-month inspection schedule within 15 calendar days of award, written inspection reports within 30 calendar days of each inspection, and same-day verbal notification of unsafe conditions. Routine work shall occur during normal business hours (8:00 a.m. to 4:30 p.m., Monday-Friday), while five-year full-load testing shall be performed after normal business hours at no additional cost. Garland's five-year full-load tests are due during the base year, while Dallas's are due during Option Year 4. Nonconforming services must be re-performed at no additional cost, and late or incomplete deliverables may result in reduced payment.

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STATEMENT OF WORK

Elevator and Dumbwaiter Inspection and Testing Services

1. INTRODUCTION

1.1 Background

Vertical transportation equipment at VANTHCS requires periodic inspection and testing by an independent, third-party elevator inspector to verify that maintenance is being performed in accordance with ASME A17.1 and that each conveyance remains safe and code-compliant for patient, visitor, and staff use for the Dallas VA Medical Center, 4500 S. Lancaster Rd., Dallas, TX 75216 and Garland VA Medical Center, 2300 Marie Curie Blvd., Garland, TX 75042.

1.2 Scope

The Contractor shall provide all labor, supervision, transportation, test weights, instruments, tools, and all other resources required to perform semi-annual, annual, five-year full-load, and ad-hoc inspections and witnessed tests of the following Government-owned conveyances:

1. Dallas VA Medical Center: thirty-seven (37) traction elevators, seven (7) hydraulic elevators, and three (3) dumbwaiters (47 conveyances — Appendix A).

1. Garland VA Medical Center: ten (10) traction elevators and four (4) hydraulic elevators (14 conveyances — Appendix B).

Inspections are third-party compliance inspections only. Maintenance and repair of the conveyances are performed under a separate maintenance contract; the maintenance contractor will operate equipment, remove/replace guards, and provide access as required during inspections and tests.

1.3 Objectives

1. Every conveyance receives the periodic inspections and tests required by ASME A17.1/A17.2 and Texas law, on schedule, by licensed and QEI-certified inspectors.

1. Written inspection reports identifying all deficiencies are delivered to the COR within thirty (30) calendar days of each inspection.

1. Safety-significant deficiencies are reported to the COR immediately so unsafe units can be removed from service.

1.4 Period of Performance

Period
Start
End
Base Year
November 1, 2026
October 31, 2027
Option Year 1
November 1, 2027
October 31, 2028
Option Year 2
November 1, 2028
October 31, 2029
Option Year 3
November 1, 2029
October 31, 2030
Option Year 4
November 1, 2030
October 31, 2031

1.5 Five-Year Full-Load Test Schedule

1. Garland VAMC: five-year full-load tests were last accomplished in 2021–2022 and are due during the Base Year. All Garland full-load testing shall be performed after normal business hours.

1. Dallas VAMC: five-year full-load tests were last accomplished in 2025 (units S-10 and SL-17 in 2026) and are due during Option Year 4. All Dallas full-load testing shall be performed after normal business hours.

2. APPLICABLE CODES AND STANDARDS

All inspections, tests, and reports shall conform to the latest editions of the following, as adopted and amended by the State of Texas and the VA:

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

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

1. ASME A17.3, Safety Code for Existing Elevators and Escalators (as applicable).

1. Texas Health and Safety Code, Chapter 754, and Administrative Rules of the Texas Department of Licensing and Regulation (TDLR), 16 Texas Administrative Code, Chapter 74.

1. Applicable NFPA codes (NFPA 70, NFPA 101) and VA/VHA physical-environment requirements referenced by The Joint Commission Environment of Care standards.

3. DEFINITIONS AND ACRONYMS

ACE/M&O
Associate Chief Engineer for Maintenance and Operations
ASME
American Society of Mechanical Engineers
Conveyance
Any elevator or dumbwaiter listed in Appendix A or B
COR
Contracting Officer’s Representative
FFP
Firm Fixed Price
NTE
Not to Exceed
QEI
Qualified Elevator Inspector certified under ASME QEI-1
TDLR
Texas Department of Licensing and Regulation
VAMC
VA Medical Center
VANTHCS
VA North Texas Health Care System

4. CONTRACTOR AND PERSONNEL QUALIFICATIONS

4.1 Contractor

The Contractor shall be a firm regularly engaged in the inspection of vertical transportation systems, with expertise and experience inspecting both traction and hydraulic passenger, freight, and hospital-type elevators and dumbwaiters. The principals of the company shall have approximately five (5) years of successful experience inspecting elevators and dumbwaiters. The Contractor shall not hold the maintenance contract for these conveyances and shall have no financial interest in the maintenance contractor (third-party independence).

4.2 Inspectors

All inspections shall be performed by inspectors who are: (a) licensed by TDLR as Registered Elevator Inspectors, and (b) certified as Qualified Elevator Inspectors (QEI) under ASME QEI-1 by an accredited certifying organization (e.g., NAESA International). Proof of current licensure and certification for each inspector shall be provided to the COR prior to that inspector performing work and upon each renewal. Substituted or added inspectors require the same proof before performing work.

5. REQUIREMENTS

5.1 Semi-Annual Inspections

The Contractor shall perform two (2) inspections per contract year of every conveyance in Appendices A and B (one of which may be performed concurrently with the annual inspection/test visit), covering the items required by ASME A17.2 for periodic inspections, including machine rooms, hoistways, pits, car tops, safeties, governors, door protection, signal and communication devices, and firefighters’ emergency operation.

5.2 Annual Inspections and Tests

The Contractor shall perform one (1) annual inspection of every conveyance per contract year, including witnessing of the annual no-load safety and governor tests, pressure-relief tests on hydraulic units, and all other Category 1 tests required by ASME A17.1, performed in coordination with the maintenance contractor.

5.3 Five-Year Full-Load Tests

The Contractor shall witness and certify the Category 5 full-load, full-speed tests required by ASME A17.1 in accordance with the schedule in paragraph 1.5. Full-load testing and any testing that may adversely affect building traffic shall be performed after normal business hours at no additional cost beyond the priced line item. The Contractor shall coordinate test weights, sequencing, and unit outages with the COR and the maintenance contractor a minimum of fourteen (14) calendar days in advance.

5.4 Ad-Hoc Inspections

Upon COR request, the Contractor shall perform ad-hoc inspections resulting from repairs, alterations, incidents, or entrapment events at either campus. Ad-hoc inspections shall commence within five (5) business days of request (or sooner by mutual agreement for returned-to-service units) and are compensated against the NTE ad-hoc line at the fixed per-inspection rate.

5.5 Reports and Deficiency Notification

1. A written inspection report for each conveyance, identifying every deficiency and citing the applicable code section, shall be delivered to the COR within thirty (30) calendar days of each inspection or test.

1. Any condition that renders a conveyance unsafe for continued operation shall be reported verbally to the COR (or ACE/M&O designee) before the inspector leaves the site the same day, followed by written confirmation within one (1) business day.

1. Reports shall include unit designation, serial number, location, date, inspector name/license/QEI number, inspection type, results, and deficiency list with code citations.

5.6 Scheduling and Coordination

The Contractor shall submit a proposed twelve-month inspection schedule to the COR within fifteen (15) calendar days after award and within fifteen (15) calendar days after exercise of each option. All site work shall be coordinated with the COR at least five (5) business days in advance. No more than two (2) passenger elevators serving the same building zone shall be out of service simultaneously without COR approval.

5.7 Hours of Work

Routine work shall be performed during normal business hours, 8:00 a.m. to 4:30 p.m., Monday through Friday, excluding Federal holidays, unless the ACE/M&O or designee approves other schedules. Five-year full-load testing and other testing that may adversely affect traffic shall be performed after normal business hours.

The Government observes the listed days as holidays. If the holiday falls on a Saturday, the Friday before is the holiday. If the holiday falls on a Sunday, the Monday after is the holiday:

New Year's DayJanuary 1st
Martin Luther King's BirthdayThird Monday in January
Washington’s BirthdayThird Monday in February
Memorial DayLast Monday in May
JuneteenthJune 19th
Independence DayJuly 4th
Labor DayFirst Monday in September
Columbus DaySecond Monday in October
Veterans DayNovember 11th
Thanksgiving DayFourth Thursday in November
ChristmasDecember 25th

In addition to the days designated as holidays, the Government observes the following days:

· Any other day designated by Federal Statute

· Any other day designated by Executive Order

· Any other day designated by the President’s Proclamation

The observance of such days by Contractor personnel shall not otherwise be a reason for an additional period of performance, or entitlement of compensation. In the event the Contractor’s personnel work during the holiday, they may be reimbursed by the Contractor, however, no form of holiday or other premium compensation will be reimbursed either as a direct or indirect cost, other than their normal compensation for the time worked.

6. DELIVERABLES

Deliverable
Due
Deliver To
Proof of TDLR licensure and QEI certification (each inspector)
Before performing work; upon each renewal or substitution
COR
Twelve-month inspection schedule
15 calendar days after award and after each option exercise
COR
Written inspection/test report (each conveyance)
30 calendar days after each inspection or test
COR
Verbal unsafe-condition notification
Same day, before leaving site
COR / ACE-M&O designee
Written unsafe-condition confirmation
1 business day after verbal notice
COR

7. GOVERNMENT RESPONSIBILITIES

1. Provide access to all machine rooms, hoistways, and pits, escorted as required.

1. Ensure the elevator maintenance contractor supports inspections and tests (operation of equipment, mechanics on site) at no cost to this contract.

1. Review reports and direct correction of deficiencies through the maintenance contract.

8. PERFORMANCE REQUIREMENTS SUMMARY

Requirement (PWS ref.)
Performance Standard
Acceptable Quality Level
Surveillance Method
Semi-annual and annual inspections (5.1, 5.2)
Every conveyance inspected per approved schedule
100% of conveyances each period; no missed units
COR review of reports vs. inventory and schedule
Five-year full-load tests (5.3)
Completed within the scheduled contract period, after hours
100% of due units tested
COR witness / report review
Inspection reports (5.5)
Complete written report with code citations
Received ≤ 30 calendar days after inspection
COR date-stamp review, 100% inspection
Unsafe-condition notification (5.5)
Same-day verbal notice; written within 1 business day
100% compliance
COR validation of each occurrence
Inspector qualifications (4.2)
All work by TDLR-licensed, QEI-certified inspectors
100%; no unqualified personnel
Credential review; periodic spot check
Ad-hoc response (5.4)
Commence within 5 business days of request
100% of requests
COR log review

Nonconforming services shall be re-performed at no additional cost. Late or incomplete deliverables may result in reduced payment consistent with the contract’s inspection-of-services terms and the QASP.

APPENDIX A — DALLAS VAMC CONVEYANCE INVENTORY (47 UNITS)

Unit
Manufacturer
Serial No.
Type
Location
Speed (fpm)
Cap. (lb)
P-1
Dover
EE5284
Hydraulic
CA
—
—
P-2
Dover
CE5267
Traction
CA
350
5000
P-3
Dover
CE5268
Traction
CA
350
5000
P-5
Dover
CE5269
Traction
CA
350
5000
P-6
Dover
CE5270
Traction
CA
350
5000
P-7
Dover
CE5271
Traction
CA
350
5000
S-9
Dover
CE5272
Traction
CA
350
6500
S-10
Dover
CE5273
Traction
CA
350
6500
S-11
Dover
CE5274
Traction
CA
350
8000
SL-12
Dover
CE5275
Traction
CA
350
6500
S-14
Dover
CE5276
Traction
CA
350
8000
S-15
Dover
CE5277
Traction
CA
350
5000
S-16
Dover
CE5278
Traction
CA
250
5000
SL-17
Dover
CE5279
Traction
CA
350
6500
S-18
Dover
CE5280
Traction
CA (SPD)
200
1000
S-19
Dover
CE5281
Traction
CA (SPD)
200
1000
S-1
Dover
EE5285
Hydraulic
SCI
—
—
P-1
Montgomery
227789
Traction
Bldg 2
500
4000
P-2
Montgomery
227790
Traction
Bldg 2
500
4000
P-3
Montgomery
227791
Traction
Bldg 2
500
4000
P-4
Montgomery
227792
Traction
Bldg 2
500
4000
S-5
Montgomery
227793
Traction
Bldg 2
500
4000
S-6
Montgomery
227794
Traction
Bldg 2
500
4000
P-7
Montgomery
650867
Traction
Bldg 2
500
4000
P-8
Montgomery
650968
Traction
Bldg 2
500
4000
P-9
Montgomery
E21556
Hydraulic
Bldg 2 (Nuc Med)
—
—
P-10
Montgomery
CTS-145546
Traction
Bldg 2 (Canteen)
200
5000
P-11
Montgomery
CTS-145547
Traction
Bldg 2 (Canteen)
200
5000
P-12
Montgomery
CTS 96078
Traction
Bldg 1
250
4000
P-13
Montgomery
CTS 96079
Traction
Bldg 1
250
4000
S-14
Montgomery
CTS 96080
Traction
Bldg 1
250
5000
P-15
Cetek
CS30002
Traction
Bldg 43
250
4000
S-16
Cetek
CS30001
Traction
Bldg 43
350
6500
P-17
Dover
E-94999
Hydraulic
Bldg 6
—
—
P-18
Dover
E-94766
Hydraulic
Bldg 7
—
—
P-19
Schindler
—
Hydraulic
Bldg 79 (Fisher House)
—
—
P-20
ThyssenKrupp
EAM096
Hydraulic
3T MRI
—
—
G-1
KONE
20320884
Traction
Liberty Parking Garage, Bldg 80
350
4000
G-2
KONE
20320885
Traction
Liberty Parking Garage, Bldg 80
350
4000
G-4
Motion Control Engineering
—
Traction
Freedom Parking Garage, Bldg 82
350
4000
G-5
Motion Control Engineering
—
Traction
Freedom Parking Garage, Bldg 82
350
4000
G-6
Motion Control Engineering
—
Traction
Freedom Parking Garage, Bldg 82
350
4000
G-8
Smartrise
169027-014-C1
Traction
Patriot Parking Garage, Bldg 81
200
4000
G-9
Smartrise
169027-014-C2
Traction
Patriot Parking Garage, Bldg 81
200
4000
DW-1
D. A. Matot
DE5282
Dumbwaiter
CA
—
—
DW-2
D. A. Matot
DE5283
Dumbwaiter
CA
—
—
DW-6
D. A. Matot
20376
Dumbwaiter
Bldg 2 (Nuc Med)
—
—

Summary: 37 traction elevators, 7 hydraulic elevators, 3 dumbwaiters.

APPENDIX B — GARLAND VAMC CONVEYANCE INVENTORY (14 UNITS)

Unit
Manufacturer
Serial No.
Type
Location
Speed (fpm)
Cap. (lb)
P-1
TKE/MCE 102-2
MCC21903
Hydraulic
Garland VAMC
—
—
P-2
Baxco BMHC-20
133010
Hydraulic
Garland VAMC
—
—
S-3
KONE Resolve 100
20215624
Traction
Garland VAMC
350
4500
S-4
KONE Resolve 100
202125639
Traction
Garland VAMC
350
4500
P-5
KONE Resolve 100
20215608
Traction
Garland VAMC
350
4500
P-6
KONE Resolve 100
20215619
Traction
Garland VAMC
350
3000
S-7
KONE Resolve
202125571
Traction
Garland VAMC
350
4000
S-8
KONE Resolve
20216887
Traction
Garland VAMC
350
4000
P-9
KONE Resolve 100
20216893
Traction
Garland VAMC
350
3000
P-10
KONE Resolve 100
2021682
Traction
Garland VAMC
350
3000
S-11
TKE TAC-50
CR2279
Traction
Garland VAMC
350
2500
S-12
TKE TAC-50
CR2280
Traction
Garland VAMC
350
2500
P-13
Baxco BMHC-20
871002-B
Hydraulic
Garland VAMC
—
—
P-14
Baxco BMHC-20
871002-A
Hydraulic
Garland VAMC
—
—

Summary: 10 traction elevators, 4 hydraulic elevators.

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