RFB 2026-30 Attachment 1 - Technical Specifications.pdf

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Attached to
RFB 2026-30 – Cazenovia Elevator Modernization
Solicitation number
2139538
Issued by
Madison County, New York

About this file

This technical specification document outlines the requirements for RFB 2026-30, a passenger elevator modernization project by Madison County, New York, for a facility located at 6 Sullivan Street in Cazenovia, New York. The project requires qualified elevator contractors to modernize the existing elevator system to meet current code compliance, safety standards, energy efficiency, and accessibility requirements. The scope of work includes upgrading the elevator control system, replacing obsolete components, improving reliability and ride performance, upgrading safety equipment, and ensuring accessibility improvements. Contractors must conduct a comprehensive site inspection before submitting proposals to identify existing conditions and any deficiencies. Key deliverables include a new microprocessor-based elevator controller, variable-frequency-drive system where required, modernized door equipment, new car operating panel and hall stations, fire service interface, emergency communication system, electrical upgrades, hoistway equipment modernization, and all associated safety equipment upgrades. The proposal must identify the anticipated total duration the elevator will be unavailable for modernization and include a detailed project schedule encompassing engineering, submittals, equipment ordering, fabrication, delivery, installation, testing, inspection, and final acceptance phases.

Proposers must demonstrate substantial experience with elevator modernization projects of similar scope and complexity, providing documentation of company credentials, elevator contractor licenses, qualified mechanics, relevant project references, and service capabilities. The contractor must obtain all required permits, coordinate inspections with applicable authorities, and ensure compliance with New York State Building Code, Elevator Code, Fire Code, Energy Code, Electrical Code, ADA requirements, and ASME standards. The successful contractor shall provide preventive maintenance pricing as a separate line item, a minimum three-year warranty on labor and materials, complete operation and maintenance documentation, training to County facilities personnel at no additional cost, and comprehensive testing and commissioning prior to final acceptance. All removal and disposal of obsolete equipment becomes the contractor's property unless otherwise specified by Madison County, and the contractor bears responsibility for any building damage incurred during work execution.

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Text version

RFB 2026-30 - CAZENOVIA ELEVATOR MODERNIZATION

Special Conditions:

References

Manufacturer and model numbers as stated in this specification are for reference purposes only.

Equipment bid shall be on an “OR EQUAL” basis and evaluated by the County using the models referenced as a minimum baseline for comparison.

Also, equipment bid match specification or equivalent manufacturing method meeting performance requirements.

Contact Person

Please address all questions to Laurie Winters, Purchasing Agent at (315) 366-2247 or purchasing@madisoncounty.ny.gov.

Technical Specifications:

Madison County, New York, is requesting proposals from qualified and experienced elevator contractors for the modernization of the existing passenger elevator located at the Madison County facility at 6 Sullivan Street, Cazenovia, New York.

The intent of this project is to modernize the existing elevator equipment and associated systems to provide a safe, reliable, code-compliant, energy-efficient, and maintainable elevator system.

The selected contractor shall furnish all labor, supervision, materials, equipment, engineering, permits, testing, inspections, transportation, disposal, and incidental work necessary to complete the modernization described in this RFP.

The successful proposer shall be responsible for providing a complete and operational elevator modernization, including all work reasonably required for a complete installation whether specifically identified in this RFP or not.

PROJECT MODERNIZATION

Upgrade the existing elevator control system.

Replace obsolete or unreliable elevator components.

Improve elevator reliability and ride performance.

Upgrade safety-related equipment as required.

Provide required accessibility improvements.

Bring the elevator installation into compliance with applicable current codes and standards to the extent required for the modernization.

Improve availability of replacement parts and service support.

Provide a modern elevator control and monitoring system.

Minimize disruption to Madison County operations.

Provide a complete, tested, inspected, and operational elevator system at project completion.

EXISTING CONDITIONS

The proposer shall inspect the existing elevator installation and building conditions before submitting a proposal.

The existing elevator system may include components that are obsolete, approaching the end of their useful service life, or incompatible with modern elevator controls.

The contractor shall verify all existing conditions in the field.

The contractor shall identify any existing conditions that may affect the project, including:

Existing elevator equipment Controller Drive system Motor Machine Hoistway equipment Door operator Door equipment Car operating panel Hall stations Position indicators Traveling cable Wiring Safety devices Limit switches Fire service equipment Emergency communication equipment Machine room conditions Hoistway conditions Pit conditions Electrical service Disconnects Lighting Ventilation Existing building fire alarm interface

Any significant deficiencies discovered during the site inspection shall be identified in the proposal.

The successful contractor shall provide a complete elevator modernization.

The following scope represents the minimum anticipated work. The contractor shall include all additional work necessary for a complete and code-compliant installation.

Elevator Controller

Provide a new microprocessor-based elevator controller designed for the existing elevator application.

The controller shall include, as applicable:

Modern microprocessor controls Programmable operating parameters Automatic fault diagnostics Fault/event history Adjustable acceleration and deceleration Adjustable leveling Door timing controls Firefighter emergency operation Emergency power operation where applicable Automatic recall Inspection operation Independent service Emergency stop functions Required safety circuits Compatibility with all new elevator equipment

The controller shall be manufactured by a recognized elevator equipment manufacturer and shall be supported for parts and service for a minimum of ten years.

DRIVE SYSTEM

Provide a new variable-frequency-drive system where required for the existing elevator application.

The drive shall provide:

Smooth acceleration Smooth deceleration Accurate floor leveling Improved ride quality Energy-efficient operation

Diagnostic capabilities Compatibility with the new controller

The contractor shall coordinate the drive system with the existing elevator motor or provide a replacement motor where required.

MACHINE AND MOTOR

The proposer shall inspect the existing elevator machine and motor.

If the existing machine and motor are suitable for continued service, the contractor shall identify them as such and include required inspection, testing, adjustment, and refurbishment.

If replacement is required or recommended, the proposal shall provide an alternate price for replacement.

Any replacement machine or motor shall be properly sized for the elevator capacity, speed, travel, and operating requirements.

DOOR EQUIPMENT

Provide modernization of the elevator door system as required.

Work shall include, as applicable:

New door operator Door control equipment Door restrictors Door safety equipment Door rollers and related hardware Door gibs Door clutch Door reopening device Infrared or electronic door protection Hall door equipment Car door equipment

The completed door system shall provide smooth, reliable, and safe operation

CAR OPERATING PANEL

Provide a new or modernized car operating panel.

The panel shall include, as applicable:

Floor selection buttons Door open button Door close button Alarm button Emergency communication Braille identification ADA-compliant controls Required emergency lighting Required operating instructions Required signage

All controls shall be located and installed in accordance with applicable accessibility requirements.

HALL STATIONS

Provide new hall call stations as required.

Hall stations shall include:

Up/down call buttons Braille identification Required visual indicators Required audible indicators ADA-compliant mounting heights

Where required, provide new hall lanterns and/or position indicators.

ELEVATOR POSITION INDICATION

Provide new floor position indication where required.

The system shall provide clear identification of the elevator's current floor and direction of travel.

FIRE SERVICE

Provide a complete elevator fire service interface in accordance with applicable codes.

The system shall include, as applicable:

Phase I automatic recall Phase II firefighter operation Firefighter service key switch Required hall station indicators Fire alarm interface

Alternate floor recall Emergency operation Required signage and instructions

The contractor shall coordinate the elevator fire service interface with the building fire alarm contractor.

12. EMERGENCY COMMUNICATION

Provide or modernize the elevator emergency communication system.

The system shall provide reliable two-way emergency communication from the elevator cab to an approved receiving location.

The system shall include:

Hands-free operation Required emergency call button Audible and visual confirmation Backup power where required Monitoring/testing capabilities

The contractor shall coordinate installation with Madison County's designated telecommunications/security personnel where required.

EMERGENCY POWER

The proposer shall verify whether the elevator is connected to an emergency generator or standby power system.

Where emergency power is provided, the contractor shall provide all required elevator controls and interfaces necessary for proper operation.

The contractor shall coordinate with the building electrical contractor and generator/transfer switch system.

Proposal shall identify all work required for emergency-power operation.

ELECTRICAL WORK

Provide all electrical work required for the elevator modernization.

Work shall include, as applicable:

Controller power Disconnects Fuses/breakers Grounding Control wiring Hoistway wiring Machine room wiring Traveling cable Lighting Receptacles Emergency lighting Code-required disconnects Fire alarm interfaces Generator interfaces

All electrical work shall comply with applicable electrical codes.

HOISTWAY EQUIPMENT

Inspect and modernize hoistway equipment as required.

Provide, as applicable:

New limit switches New leveling devices Door zone equipment Hoistway wiring Traveling cable Position sensors Safety-related equipment Terminal equipment Hoistway communication wiring

All equipment shall be compatible with the new controller.

SAFETY EQUIPMENT

Inspect, test, and modernize all elevator safety equipment as required.

The contractor shall identify any safety components that require replacement.

Safety equipment shall include, as applicable:

Governor

Safety gear Car safety devices Emergency stop Limit switches Final limits Door interlocks Door restrictors Buffers Overspeed protection Safety circuits Inspection controls

Any component that cannot safely or reliably remain in service shall be replaced.

MACHINE ROOM

The contractor shall inspect and provide required improvements to the elevator machine room.

Work may include:

Equipment removal New controller New drive New disconnects New wiring Lighting Housekeeping Equipment identification Guarding Fire-rated penetrations Removal and disposal of obsolete equipment

The contractor shall maintain required clearances around elevator equipment.

PIT

Inspect and provide required modernization work within the elevator pit.

Work may include:

Pit lighting Pit receptacle Stop switches

Safety equipment Wiring Leveling equipment Drainage-related deficiencies Removal of obsolete equipment Required guarding

The contractor shall report any structural, water, or other conditions discovered in the pit.

ACCESSIBILITY

The completed elevator shall comply with applicable accessibility requirements associated with the modernization.

The contractor shall verify:

Car operating panel height Button identification Braille Audible signals Visual signals Door timing Door reopening Floor indicators Hall stations Required clearances

Any accessibility deficiencies identified during the site inspection shall be included in the proposal as either base scope or clearly identified alternate work.

CODES AND STANDARDS

All work shall comply with the latest editions of applicable codes and standards in effect at the time of construction, including applicable:

New York State Building Code New York State Existing Building Code New York State Elevator Code New York State Fire Code New York State Energy Code where applicable New York State Electrical Code Applicable OSHA requirements ADA requirements

ASME A17.1/CSA B44

ASME A17.3 where applicable

ASME A17.5 where applicable Applicable NFPA requirements Local authority having jurisdiction requirements

Where conflicts exist between this RFP and applicable code requirements, the more stringent requirement shall apply unless otherwise approved by Madison County and the authority having jurisdiction.

The contractor shall obtain all required permits and arrange for required inspections and testing.

ENGINEERING

The successful contractor shall provide all engineering necessary to complete the modernization.

Where required, engineering documents shall be prepared and stamped by appropriately licensed professionals.

Engineering shall include, as applicable:

Elevator shop drawings Electrical diagrams Controller documentation Fire service diagrams Structural information Equipment layouts Wiring diagrams Code compliance documentation Load information Equipment specifications

No work requiring engineering approval shall proceed until the required documents have been submitted and approved.

PERMITS AND INSPECTIONS

The contractor shall be responsible for obtaining all permits and scheduling required inspections associated with its work.

The contractor shall coordinate with:

Madison County Village of Cazenovia New York State Elevator inspection authorities

Fire alarm contractor Electrical contractor Other authorities having jurisdiction

All required inspection and testing fees associated with the contractor's work shall be included in the proposal unless specifically identified otherwise.

The elevator shall not be considered substantially complete until required inspections and testing have been successfully completed.

23. REMOVAL AND DISPOSAL

The contractor shall remove and properly dispose of obsolete elevator equipment that is replaced as part of the project.

Removed equipment shall become the property of the contractor unless Madison County specifically requests otherwise.

The contractor shall properly dispose of all materials in accordance with applicable laws and regulations.

TEMPORARY PROTECTION

The contractor shall protect:

Building finishes Walls Floors Doors Public areas Offices Equipment Building occupants

Any damage caused by the contractor shall be repaired at the contractor's expense.

BUILDING OPERATIONS

The building will remain operational during portions of the project.

The contractor shall coordinate work with Madison County Facilities to minimize disruption to County operations.

The contractor shall provide Madison County with a minimum of 10 business days' notice before taking the elevator out of service for modernization unless otherwise approved.

The contractor shall provide a detailed shutdown schedule.

ELEVATOR OUT-OF-SERVICE PERIOD

The proposer shall identify the anticipated total duration that the elevator will be unavailable.

The proposal shall state:

Estimated elevator shutdown: __________ calendar days.

The contractor shall make every reasonable effort to minimize the elevator outage.

No extended shutdown shall occur without prior approval from Madison County.

PROJECT SCHEDULE

The successful proposer shall provide a preliminary schedule including:

1. Notice to Proceed

2. Engineering

3. Submittals

4. Equipment ordering

5. Equipment fabrication

6. Delivery

7. Installation

8. Testing

9. Inspection

10. Punch list

11. Final acceptance

The proposal shall identify anticipated lead times for major equipment.

SUBMITTALS

The successful contractor shall submit, at minimum:

Product data Equipment specifications Shop drawings Controller information Drive information Door operator information Motor information

Emergency communication information Fire service information Electrical diagrams Equipment layouts Maintenance information Warranty information Project schedule

Submittals shall be reviewed and approved by Madison County before installation.

29. CONTRACTOR QUALIFICATIONS

Proposers shall demonstrate experience performing elevator modernization projects of similar size and complexity.

Each proposer shall provide:

Company name Address Contact information Years in business Elevator contractor license information Number of qualified elevator mechanics Relevant project experience Minimum three comparable projects References Manufacturer affiliations Service capabilities Emergency service capabilities

Madison County reserves the right to contact references.

SERVICE AND MAINTENANCE

The proposer shall provide pricing for a preventive maintenance agreement following completion of the modernization.

The maintenance proposal shall identify:

Monthly cost Annual cost Service response time Emergency response time Preventive maintenance schedule Included inspections Included adjustments

Labor rates Overtime rates Parts pricing Exclusions

Maintenance pricing shall be provided as a separate line item and shall not be included in the base modernization price.

WARRANTY

The contractor shall provide a minimum 3-year warranty on labor and materials unless a longer warranty is offered.

The warranty shall cover defective:

Equipment Components Materials Workmanship Installation

The contractor shall repair or replace defective components at no cost to Madison County during the warranty period.

Any manufacturer warranties exceeding the contractor's warranty shall be assigned to Madison County.

32. TRAINING

Upon completion, the contractor shall provide training to Madison County Facilities personnel.

Training shall include:

Normal operation Inspection operation Emergency procedures Fire service operation Basic troubleshooting Reset procedures Emergency communication Equipment identification Maintenance requirements

Training shall be provided at no additional cost.

33. OPERATING AND MAINTENANCE MANUALS

The contractor shall provide complete operation and maintenance documentation.

Documents shall include:

Equipment manuals Controller manuals Electrical diagrams Wiring diagrams Parts lists Maintenance requirements Troubleshooting procedures Emergency procedures Warranty documents Inspection documentation Final testing documentation

One electronic copy and two hard copies shall be provided unless otherwise directed by Madison County.

34. TESTING AND COMMISSIONING

The contractor shall completely test the elevator prior to requesting final inspection.

Testing shall include, as applicable:

Normal operation Door operation Leveling Emergency stop Safety circuits Fire service Emergency communication Emergency lighting Alarm Generator operation Inspection operation Limit switches Final limits Safety devices Overspeed equipment Required code tests

All required testing shall be documented.

35. FINAL ACCEPTANCE

Final acceptance shall occur only after:

1. Installation is complete.

2. Required inspections are completed.

3. Required tests are successfully completed.

4. Deficiencies are corrected.

5. Elevator is fully operational.

6. Required documentation is received.

7. Training is completed.

8. Warranty documentation is received.

9. Final approval is obtained from the applicable authority having jurisdiction.

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