HomeMy WebLinkAboutProfessional Service Agreement with Schindler Elevator for Extended Warranty~ ~~i~E IDIAN~--
Public ~ D A H O
~itorks Department
TO: Mayor Tammy de Weerd
Members of the City Council
FROM: Eric Jensen, Building Maintenance
DATE: February 23, 2010
Mayor 7amtny de Weerd
City CoimeEl M~m6eru
Keith Bird
Brad Hoagtun
Charles Rountree
David 2arernba
SUBJECT: PROFESSIONAL SERVICE AGREEMENT BETWEEN SCHINDLER
ELEVATOR CORPORATION AND THE CITY OF MERIDIAN FOR AN
EXTENDED WARRANTY ON ELEVATOR SERVICES IN AN AMOUNT
NOT-TO-EXCEED $6,Q00.00.
I. RECOMMENDED ACTION
A. Move to:
1. Approve the Professional Services Agreement between Schindler Elevator
Corporation and the City of Meridian for a one year extended warranty on
elevator services in an amount not-to-exceed $6,000.00; and
2. Authorize the Mayor to sign and the City Clerk to attest the agreement.
i1. DEPARTMENT CONTACT PERSONS
Eric Jensen, Building Maintenance 489-0374
Bruce Freckleton, Development Services Manager 489-0362
Tom Barry, Director of Public Works 489-0372
III. DESCRIPTION
A. Back rgLound
The Meridian City Hall building has three (3} elevators. All elevators were
supplied and installed by Schindler Elevator Corporation during the time of
building construction. During the first year of operation all elevator parts/service
charges, and remote monitoring were covered under the installation contract.
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We have confirmed through Schindler, that had we not been under the first year
warranty, the total cost to the city for the services provided during that period
would have been $8,369.00.
B. Proposal
`this extended warranty agreement will allow the City of Meridian to properly
nxaintain and service the elevators within City Hall for a set annual rate of
$0,000.00. This warranty agreement covers all scheduled maintenance, and
parts/service charges. This agreement also provides remote monitoring services
for automatic notification to Schindler Elevator Corporation as to any components
of the elevators that may be functioning outside established parameters.
Since the end of the first year warranty period on October 15, 2009, to January 10,
2010, Schindler has been to City Hall on 4 separate service calls. Total. billing for
these 4 visits equals $1,632.61. These charges will be credited towards the
$6,000.00 extended warranty if we enter into this Professional Services
Agreement.
Based upon the various service calls that we experienced during the initial
warranty period, and the calls that we have experienced thus far out of warranty,
we would recommend entering into this annual Professional Services Agreement.
We would also propose reevaluating its benefit at the end of the contract term to
determine whether to continue as is, negotiate a lower level service agreement, or
terminate services with Schindler.
iV. IMP'ACT
A. Strategic Impact:
This agreement is in alignment with the City's Focus Areas and Initiative that
states, "Demonstrate financial .responsibility -accountable to City of Meridian
stakeholders to encourage fiscal conservatism and to ensure that all financial
transactions of the City are transparent and defendable."
B. Service/Delivery Impact:
This warranty contract will help us to guarantee- the safety of the public and our
employees by properly maintaining and servicing our elevators. It will also help
to preserve the longevity of service life for the elevators.
C. FiscalImpact:
Annual Gvst
Extended Warranty Agreement (Not to ~xcecd) $6,004.00
Total $6,000.00
Pale 2 of 3
VTR. LYST OF ATTACHMENTS
A. Extended Warranty Agreement
Approved for Council Agenda:
2-23-Jo
Development Services Manager Date
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Schindler Custom
SCHINDLER ELEVATOR CORPORATION
743 McGregor Ct., Suite 140
Boise, ID 83705-5225
Phone: 208.577-5541
Fax: 2D8-577-5526
Date: February 19, 2010
Estimate Number:
PMAN-7JTRA8 (2009.4)
Ta:
City Of Meridian
33 E Broadway Avenue
Meridian, 10 83642-2631
Attn: Keith Watts
EQUIPMENT DESCRIPTION
ittae/Length
Qty Manufacturer Equipment Application Dearsiptian Openings Capacity Speed Inatall~
Meridian City Hall - 5500.00 ~~
33 E Broadway Ave Meridian, ID 83642-2619
2 Schindler Hydraulic Passenger Elev O1 6 02 9F/OR 3500 150
1 Schindler Hydraulic Passenger Elev 03 9F/2R 4000 150
Building Name:
Meridian City Hall
t3CHINDLER ELEVATOR CORPORATION ("Schindler", "we", "us"j 743 McGregor Ct., Suite 140, Boise, ID
83705-5225, and CITY QiF MERIDIAN, 33 E Broadway Avenue, Meridian, ID 83642-2631 ("you"j agree as
follows:
PREVENTIVE MAINTENANCE SERVICE
• Our preventive maintenance program pertvrmed in accordance with a maintenance schedule specific to
your equipment
• Examine, lubricate, adjust, and repair/replace covered components
• Prompt callback coverage
• Safety testing
• Customer friendly and responsive communications
PREVENTIVE MAINTENANCE PROt3RAM
Our Preventive Maintenance Program, as described in this agreement will be performed in accordance with a
maintenance schedule specific to your equipment. A Schindler technician will be assigned to you, and back up
technicians are available as required to give you prompt service as required at all times. A Schindler account
representative will be assigned to you, and will be your primary contact tar communications regarding your
agreement. Also available to you is our extensive technical support and parts inventory, at the site as needed,
and local warehouses and our national Service Distribution Genter available for express delivery in
emergencies.
EXAMINE, LUBRICATE, ADJUST, AND REPAIRlREPLACE COVERED COMPONENTS
We will on a periodic basis examine, lubricate, adjust, and as needed repair or replace the Covered
Components fisted below in accordance with Schindler's Maintenance Control Program (Attachment A).
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?r~ s s
HYDRAULIC ELEVATORS
Basle components: Controller components: resistors, timers, fuses, overloads, minor contacts, wiring,
coils; packing, drive baits, strainers, functional components of car and corridor operating stations,
hangers and tracks, door operating devices, door gibs, guide shoes, rollers, traveling cables, signal
lamps (replacement during regular visits only}, interlocks, door closers, buffers, switches, door
protection devices, and alarm bells.
Major components: Exposed piping in the Machine Room &hoistway, motor, PC boards, pump, pump
unit, solid state devices, contactors, and valve.
We assume no responsibility for the foitawing items: hoistway door hinges, panels, frames, gates and sills; Dabs
and cab flooring; cab doors, gates and removable cab panels; cab mirrors and handrails; power switches, fuses
and feeders to controllers; emergency cab lighting; light fixtures and lamps; cover plates for signal fixtures and
operating stations; card readers or other access control devices;. smoke/fire alarms and detectors; pit pumps
and alarms; cleaning of cab interiors and exposed sills; plungers, casings and cylinders; automatic ejection
systems; all piping and connections except that portion which is exposed in the machine room and hoistway;
guide rails; tank; emergency power generators; telephone service, communication devices; disposal of used oih
intercom or music systems; ventilators, air conditioners or heaters; media displays; fireman's phones; exterior
panels, skirt and deck panels, balustrades, relamping of illuminated balustrades; attachments to skirts, decking
or balustrades; moving walk belts; pallets; steps; skirt brushes; sideplate devices; any batteries associated with
the equipment; obsolete items, (defined as parts, components or equipment either 20 or more years from
original installatlon, or no longer available from the original equipment manufacturer or an industry parts
supplier, replaceable only by refabrieation.}
CLEANING,
We will periodically clean the machine room., car top, and pit of debris related to our work in these areas.
E ul ment
Hydraulic
TESTING OF SAFETY bEVICES
T~~!
Pressure/Relief Valve
Freauencv
Annually
Our testing responsibilities do not include fees or changes imposed by local authorities in conjunction with
inspecting, licensing or testing the Equipment Including observation of testing by 3rd parties; changes in the
testing requirements after the initial start date of this Agreement, or any other testing obligations other than as
specifically set forthabove. Since these tests may expose the equipment to strains well in excess of those
experienced during normal operation, Schindler will not be responsible for any damage to the equipment or
property, or injury to or death of any persons, resulting from or arising out of the performance of these tests.
CUSTOAAER FRIENDLY AND RESPONSIVE COMMUNICATIONS
Service dispatching will take place through our Schindler Customer Service Network (SCSN}, which is staffed by
qualified Schindler personnel, 24 /7. You will be provided with a customer identification number, which must be
referenced when a call is placed for your facility. Our dispatchers will have access iv your building's service Cali
records, and will promptly relay the details of your call to the assigned technician. Your cab telephone will be
directly programmed to dial SCSN.
You will also have access to Schindler SCORE CARDT^+, through Schindler's website, which-gives you instant
access to the performance history of your equipment covered by this Agreement.
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2009.A
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ADDITIONAL COVERAGES
We will remotely monitor (if applicable) those functions of the Equipment described above which are remote
monitoring capable. Our remote monitoring system ("SRM") will automatically notify us if any monitored
component or function is operating outside established parameters. We will then communicate with you to
schedule appropriate service calls. Monitoring will be performed on a 24 hour, 7 day basis and will
communicate toll free with our Customer Service Network using dedicated elevator telephone service. The
operation and monitoring of SRM is contingent upon availability and maintenance of dedicated elevator
telephone service. You have the responsibility to install, maintain and pay for such telephone service, and to
notify us at any time of any interruption of such telephone service. If requested, you will provide the proper
wiring diagrams for the equipment covered. These diagrams will remain your property, and will be maintained
by Schindler for use in troubleshooting and servicing the equipment.
CALLBACK RESPONSE-TIME
We will respond to callbacks during regular working hours within an average of 4 hours of notification, and
during overtime hours within an average. of 12 hours of notification, unless we are prevented from doing so by
causes beyond our control.
HOURS OF SERVICE
We will perform the services during our regular working hours of regular working days, excluding elevator trade
holidays. The services include callbacks for emergency minor adjustment callbacks during regular working
hours, including all calls received prior to 3:30 p.m. local time. If you authorize callbacks outside regular working
hours, you will pay us at our standard billing rates, plus materials not covered by contract, expenses and travel.
All other work outside the services will be billed at our standard billing rates. A request for service wilt be
considered an "emergency minor adjustment callback' if i# Is to correct a malfunction or adjust the equipment
and requires immediate attention and is not caused by misuse, abuse or other factors beyond our control. The
term does not include any correction or adjustment that requires more than one technician or more than two
hours to complete.
TERRA
This Agreement commences on October 14, 2009, and continues until September 30, 2010.
PRICE
In consideration of the services provided hereunder, you agree to pay us the sum of $500.00 per month,
payable in annual installments of $6,000.00, exclusive of applicable taxes, subject to payment terms and Price
Adjustment set forth below. You agree to pay, as an addition to the price herein,. the amount of any cun'ent or
future sales, use, excise or other tax applicable to the services provided hereunder.. You may alternatively
choose to make semi-annual payments of $3,030.0(? {a 1% premium for a price of $505.00 per month; initial
here if semi-annual __ 1, or quarterly payments of $1,545.00 (a 3 ~o premium for a price of $515.Ofl per month;
initial here if quarterly ~. This offer is firm for 90 days from the date of our proposal. Acceptance beyond
that date may require updates of the Price and Price Adjustment Provisions.
For work outside the scope of the agreement, the following hourly rates will apply and be adjusted based on the
price adjustment outlined below.
S#raight Time: $234.59 Per Hour
Nights & Saturdays: $398.80 Per Hour
Sundays & Holidays: $469.18 Per Hour
The contract amount for the period October 15, 2009 through September 30, 20(0 will be a prorated amount
reflecting an 11,5 month initial term.
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PMAN-7J7RA8
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PRICE ADdUSTMEfNT
The contract Price and labor rates for extra work will be adjusted annually, as of October 1st, and will be
increased or decreased to reflect increases or decreases in the labor and material costs as follows:
(1} $400.00 of the original per month contract Price will be increased or decreased on the basis of
changes to the local straight time hourly rate for mechanics in accordance with the Master Agreement
between Schindler Elevator and the International Union of Elevator Constructors; and
(2} $100.00 of the original per month contract Price will be increased or decreased by the percent
increase or decrease in the "Producer Commodity Prices for Metals and Metal Products, published by
the U.S. Department of Labor (based upon index in effect as of initial start date)."
If there is a delay in determining a new labor rate, or an interim determination of a new labor rate, we will notify
you and adjust the price at the time of such determination, and we will retroactively bill or issue credit, as
appropriate, for the period of such delay. We also reserve the right to adjust the contract price quarterly /
annually on the basis of changes in other expenses such as fuel, waste disposal, government regulations or
administrative costs.
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Phi~N•7.1TRA8
The attached terms and conditions are incorporated herein by reference.
Acceptance by you as owner's agent or authorized representative and subsequent approval by our authorized
representative will be required to validate this agreement.
Proposed:
By: Phil Martin
For: Schindler Elevator Corporation
Title: Sales Representative
Date: February 19, 2010
Title: District Manager
Date: ~7 ,l,/(~
Accepted:
For: City Of Meridian
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PMAN-7JTRA8
2009.4
TERMS AND CONDITIONS
1. This is the entire Agreement between us, and no other terms or condtions shall apply. This service proposal does
not void or negate the terms and conditions of any existing service agreement unless fully executed by both parties. No
services or work other than specifically set forth herein are included or intended by this Agreement.
2. You retain your responsibilities as Owner and/or Manager of the premises and of the Equipment. You will provide
us with clear and safe access to the Equipment and a safe workplace for our employees as well as a safe storage location
for parts and other materials to be stored on site which remain our property, in compliance with all applicable regulations
related thereto, you will inspect and observe the condition of the Equipment and workplace and you will promptly report
potentially hazardous conditions and malfunctions, and you will call for service as required; you will promptly authorize
needed repairs or replacements outside the scope of this Agreement, and observe all testing and reporting responsibilities
based upon local codes. You will not permit others to work on the Equipment during the term of this Agreement. You agree
that you will authorize and pay for any proposed premaintenance repairs or upgrades (including any such repairs or
upgrades proposed during the first 30 days of this agreement), or we will have the option to terminate this Agreement
immediately, without penalty to us. You agreed to post and maintain necessary instructions and / or warnings relating to the
equipment. ~ (~
3. ~ Ili ~ 10
' We will not be liableeveet-for special, indirect or consequential damages, which include but ?~~~'
are not limited to loss of rents, revenues, profit, good will, or use of Equipment or property, or business interruption.
4. Neither parry shall be responsible for any loss, damage, detention or delay caused by labor trouble or disputes,
strikes, lockouts, fire, explosion, theft, lightning, wind storm, earthquake, floods, storms, riot, civil commotion, malicious
mischief, embargoes, shortages of materials or workmen, unavailability of material from usual sources, govemment priorities
or requests or demands of the National Defense Program, civil or military authority, war, insurrection, failure to act on the
part of either party's suppliers or subcontractors, orders or instructions of any federal, state, or municipal government or any
department or agency thereof, acts of God, or by any other cause beyond the reasonable control of either party. Dates for
the performance or completion of the work shall be extended by such delay of time as may be reasonably necessary to
compensate for the delay.
5. You will assign this Agreement to your successor in interest, should your interest in the premises cease prior to the
initial or any renewal termination date. If this Agreement is terminated prematurely for any reason, other than our default,
including failure to assign to a sucxessor in interest as required above, you will pay as liquidated damages (but not penalty)
one/half the remaining amount due under this Agreement.
6. The Equipment consists of mechanical and electrical devices subject to wear and tear, deterioration, obsolescence
and possible malfunction as a result of causes beyond our control. The services do not guarantee against failure or
malfunction, but are intended to reduce wear and prolong useful life of the Equipment. We are not required to perform tests
other than those specified previously, to install new devices on the equipment which may be recommended or directed by
insurance companies, federal, state, municipal or other authorities, to make changes or modifications in design, or to make
any replacements with parts of a different design. We are responsible to perform such work as is required due to ordinary
wear and tear. [Unless otherwise agreed], We are not responsible for any work required due to obsolescence; accident;
abuse; misuse; vandalism; adverse machine room conditions (including temperature variations below 60 degrees and above
90 degrees Fahrenheit) or excessive humidity; adverse premises or environmental conditions, power fluctuations, rust, or
any other cause beyond our control. We will not be responsible for correction of outstanding violations or test requirements
cited by appropriate authorities prior to the effective date of this agreement.
7. Invoices (including invoices for extra work outside the fixed price) will be paid upon presentation, on or before the
last day of the month prior to the billing period. Late or non-payments will result in: ~ ~~j
(a) ~;,,~3l~ilb
(b) Termination of the Agreement on ten (10) days prior written notice; and
(c) Attorneys' fees, cost of collection and all other appropriate remedies for breach of contract.
8. If either party to this Agreement claims default by the other, written notice of at least 10 days shall be provided,
specifically describing the default. If cure of the default is not commenced within the ten-day not'rfication period, this
Agreement may be terminated. In the event of litigation, the prevailing party will be entitled to its reasonable attorneys' fees
and costs.
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2009.4
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9. Any proprietary material, information, data or devices contained in the equipment or work provided hereunder, or
any component or feature thereof, remains our property. This includes, but is not limited to, any tools, devices, manuals,
software (which is subject to a limited license for use in this buildinglpremises/ equipment only), modems, source/ access)
abject codes, passwords and the Schindler Remote Monitoring feature ("SRM") (if applicable) which we will deactivate and
remove ff the Agreement is terminated.
t0. You will prevent access to the Equipment, including the SRM feature and/or dedicated telephone sine ff applicable,
by anyone other than us. We will not be responsible for any claims, losses, demands, lawsuits, judgment. verdicts, awards
or settlements ("claims") arising from the use or misuse of SRM, if it or any portion of 1t has been modified, tampered with,
misused or abused. We wail not be responsible for use, misuse, or misinterpretation of the reports, calls, signals, alarms ar
other such SRM output, nor for claims arising from acts or omissions of others in connection with SRM or From interruptions
of telephone service to SRM regardless of cause. You agree that you will defend, indemnify and hold us harmless from and
against any such claims, and from any and ail claims arising out of or in connection with this Agreement, and/or the
Equipment, unless caused directly and solely by our established fault.
t 1. Should this Agreement be accepted by you in the form of a purchase order, the terms and conditions of this
Agreement will take precedence over those of the purchase order.
12. Schindler Elevator Corporation is insured at all locations where it undertakes business for the type of insurance.
You agree to accept in full satisfaction of the insurance requirements for this Agreement, our standard Certificate of
Insurance. We will not name additional Insureds. Limits of liability as follows:
(a) Workers' Compensation -Equal to or In excess of limits of Workers' Compensation laws in alt states and the
District of Columbia.
(b) Comprehensive Liability - Up to Two Million Dollars ($2,000,004.00) single limit per occurrence,
ProductslCompleted Ops Aggregate $5,000,004.
(c) Auto Liability - $5,OOl},000 CSL
(d) Employer's Liability - $5,000,000 Each AccldenUEmplayeo/Policy Limit.
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PMAN-7JTRA8
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Schindler
Maintenance Control Program - 330A Hydraulic Elevators
Building Name:
Building Address:
General Order #:
Bank Identification:
Installation Date:
Code Date of Manufacturing:
Date of MCP Turnover:
Schindler Model:
Controller Type:
Hydraulic Equipment (Check as Applicable)
Passenger: Freight:
Car 1 2 3 4
Schindler Unit
Numbers:
Government Serial
Numbers:
Customer Unit
Numbers:
Speed:
Capacity:
Rise:
Floors Served:
About The Maintenance Control Program
Schindler Elevator Corporation ("Schindler") manufactures, installs, services and modernizes internal
transportation systems for virtually every type of building. Schindler specializes in latest-technology
engineering, as well as mechanical and micro-technology products designed and rigorously tested for
safety, comfort, efficiency and reliability.
As an owner or operator of an elevator, escalator or moving walk system, you must familiarize yourself
with this equipment and take steps to help promote its safe and reliable operation.
The Maintenance Control Program ("MCP") is not a substitute for a complete maintenance program and is
provided in accordance with applicable ASME A17.1 requirements. The information, recommendations,
descriptions, warnings, cautions and notes in this MCP are based upon Schindler expertise, experience
and judgment with respect to the installation, adjustment, operation, service, repair and maintenance of
internal transportation systems. The MCP is provided "as-is" and the information contained herein should
not be considered as all-inclusive or covering all contingencies. Any Schindler proprietary information,
data or know-how that may be contained in this MCP remains its property and is provided pursuant to a
non-exclusive use license. Reproduction, disclosure or use of the MCP and its contents other than for the
limited purpose set forth herein is prohibited. If further information is required, please consult with your
maintenance provider or Schindler.
THIS MCP MANUAL IS RESTRICTED FOR USE BY ELEVATOR PERSONNEL ONLY (see
ASME A17.1 /CSA B44 for the definition of elevator personnel). Schindler hereby disclaims
and shall not be responsible for any personal injury, property damage or loss related to the
use of this MCP manual by non-Schindler personnel.
This document was prepared in accordance with ASME A17.1-2007 /CSA 644-2007 and earlier editions
and with the regulation of the authorities having jurisdiction.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 1
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Schindler Elevator Corporation
Maintenance Control Program
330AT"" Hydraulic Elevators
Table of Contents
Chapter 1 Duties of the Owner 5
Chapter 2 General Maintenance 7
Chapter 3 330AT"" Hydraulic Maintenance 9
Chapter 4 Special Procedures - 330AT"' Hydraulic 11
Chapter 5 Special Procedures -Emergency Situations 13
Chapter 6 Special Procedures -Cleaning of Transparent Cars & Hoistways 15
Chapter 7 Lubrication 17
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 3
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 1 Duties of the Owner
Intended Use
The owner of the installation is responsible for ensuring the installation is used as intended (transport
of passengers). He is also responsible for ensuring that the installation is maintained in a safe
operating condition.
Safe Work Environment
It is the duty of the owner to provide a safe work environment for elevator inspectors, elevator
technicians and other personnel.
Code Required Inspections
Code required inspections must be carried out according to the local regulations. If the inspection is
not witnessed, the owner has the responsibility to arrange for the inspection to be performed.
Returning to Normal Operation
If the elevator has been approved to be placed in service, but used as a construction elevator, or if it
has been taken out of service for an extended period of time, the following work must be carried out
by a qualified elevator technician before the installation is put back into normal operation.
• Clean and lubricate the installation.
• Replace damaged components.
• Check the safety components.
• Run the car and verify safe operation.
Maintenance Obligations
Schindler elevator and escalators are built in state of the art facilities and according to recognized
safety standards. In order to ensure safe operation after turn-over, the installation must regularly be
maintained by a competent maintenance company.
Notification to the Maintenance Company
If irregularities in the installation are observed (e.g. leveling inaccuracy, noises, vibrations, defective
car lighting, etc.) the maintenance company must be notified immediately. The owner of the
installation must notify the maintenance company of any relevant building changes, and whenever an
emergency has occurred.
Access to Building and Installation
For emergencies and to carry out maintenance operations, safe access to the building and to the
installation must be guaranteed at all times. Access to the machine room must be secured. The keys
may only be made available to persons authorized by the owner.
Temperature and Humidity
Machinery spaces, machine rooms, control spaces, and control rooms shall be provided with natural
or mechanical means to keep the ambient air temperature and humidity in the range specified by the
elevator equipment manufacturer to ensure safe and normal operation of the elevator.
The temperature and humidity range shall be permanently posted in the machine room, control room,
control space, or where specified by the equipment manufacturer, in the machinery space.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 5
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 1 Duties of the Owner (con't)
Code References
Elevators and escalators are governed under the American Society of Mechanical Engineers
("ASME") code ASME A17.1. Schindler equipment is manufactured consistent with the code version
in effect at the time of manufacture. The owner of the installation is responsible for knowing the
applicable code, as amended from time to time, and the requirements that it places on him regarding
the elevators or escalators in his building. The owner should research and understand any Code
references in this manual.
Emergency Evacuation Procedures for Elevators
• Only authorized elevator and/or emergency personnel shall pertorm the evacuation of
passengers from stalled elevators.
• A written emergency evacuation procedure shall be made and kept on the premises where
an elevator is located.
• Schindler recommends the use of ASME A17.4, Guide for Emergency Personnel for the
required written emergency procedure, tailored to the particular building or facility.
• All authorized personnel who are assigned to assist in evacuating passengers from a stalled
elevator, and all persons who use special purpose personnel elevators, shall be given a copy
of these procedures and all necessary training to assure that they understand and comply
with the procedures.
• These procedures shall be available to authorized elevator and emergency personnel.
• A record of authorized personnel trained, and all persons who use special purpose personnel
elevators, shall be kept on the premises where the elevator is located and shall be available
to the authority having jurisdiction.
• All building personnel should be familiar with Responding to an Entrapment Situation (See
Chapter -Special Procedures -Emergency Situations).
Fire Service
On elevators provided with firefighters' emergency operation, the owner shall test monthly Phase I
recall by use of the key switch, and a minimum of one-floor operation on Phase II and maintain a
record of such tests that shall be available to the authority having jurisdiction.
Cleaning of Car and Hoistway Transparent Enclosures
• If the requirements of ASME A17.1 2.11.1.4 or 2.14.2.6 are not met, cleaning of transparent
enclosures on the exterior of an elevator car or on the interior of an elevator hoistway shall be
done under the direct supervision of a maintenance mechanic who shall be present at the site
of the cleaning.
• The owner is responsible to maintain a record of persons authorized to clean transparent car
and hoistway enclosures.
• See Chapter -Cleaning of Transparent Cars 8~ Hoistways.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindlern) and is 6
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 2 General Maintenance
Use of Jumpers
• When jumpers are used during maintenance, repair, or testing, all jumpers shall be removed
and the equipment tested prior to returning it to service.
• Jumpers shall not be stored in machine rooms, control rooms, hoistways, machinery spaces,
control spaces escalator/moving walk wellways, or pits.
Making Safety-Related Devices Inoperative
• No person shall at any time make inoperative any component on which safety of users is
dependent, nor shall any electrical protective device be made inoperative, except where
necessary during testing, inspections, and maintenance.
• During such tests, inspections, and maintenance, the installation shall not be made available
to the public. Immediately upon completion, the installation shall be restored to its normal
operating condition in conformity with the applicable requirements.
• Substitution of any wire orcurrent-carrying device for the proper fuse or circuit breaker in an
elevator circuit shall not be permitted.
Hoistways, Pits, and Machine Rooms
• Hoistways, trusses, and pits shall be kept clean and dry. Accumulation of rubbish in elevator
pits and the use of these areas for storage shall not be permitted.
• The machine room floor shall be kept clean and free from oil or grease. Articles or materials
that are not necessary for the maintenance or operation of the elevator shall not be stored in
the machine room. Flammable liquids having a flashpoint of less than 44°C (111 °F) shall not
be kept in the machine room.
• Access doors shall be kept closed and locked, except during periods when a qualified person
is in the machine room or secondary sheave space.
• Care shall be used in the painting of the equipment to ensure that the paint does not interfere
with the proper function of the equipment. Brakes, governors, car-safety parts, and buffer
parts shall be tested for proper operation after completion of painting.
Top of Cars
• The top of cars shall be kept free of oil or grease and shall not be used for storing lubricants,
tools, or other material.
Car and Counterweight Safeties Mechanism
All moving parts of car and counterweight safeties mechanism shall be kept clean and free of rust and
dirt and shall be lubricated at frequent intervals. This is especially important where the equipment is
exposed to water or corrosive vapors or excessively damp conditions, as corrosion or rusting of the
parts can prevent operation of the safety.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 7
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 2 General Maintenance (con't)
Lubrication
• All parts of the machinery and equipment requiring lubrication shall be maintained with
lubricants of a grade and quantity recommended by the manufacturer.
• Precautions shall be taken in lubricating suspension wire ropes to prevent loss of traction.
• Governor wire ropes shall not be lubricated unless recommended by the manufacturer of the
governor.
• Guide rails shall be lubricated only on elevators equipped with guiding members requiring
lubrication. Rail lubricants or coatings shall comply with ASME A17.1 2.17.16. Means shall be
provided at the base of the rails to collect excess lubricant.
• Rails shall be kept clean and free of excess lubricant, lint, and dirt accumulation. Where
necessary, a nonflammable or high-flashpoint solvent shall be used for cleaning the rails.
• Rust-preventive compounds such as paint, lubricants such as graphite or oil, and similar
coatings shall not be applied unless recommended by the manufacturer.
Note: Schindler equipment does not require rail lubrication.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is $
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 3 330AT"" Hydraulic Maintenance
3.1 330AT"" Hydraulic Maintenance Tasks
330A H draulic Elevators -Maintenance Tasks
Task Descri tion ASME A17.1 Code Reference Pertormance Interval
Visual check pump unit operation /component 8.6.5.9
8.6.5.5.1 Semi Annual
8.6.5.6
Visual check oil level 8.6.5.4
8.6.5.7 Semi Annual
8.6.5.1.2
Visual check controller operation /components / 8.6.1.6.3 Semi Annual
motor starter
Check / ti hten controller connections 8.6.1.6.3 Annual
Visual check overall machine room space /area 8.6.4.8 Semi Annual
8.6.1.6.5
Clean machine room 8.6.4.8 Semi Annual
Ride unit /check ride quality 8.6.5.12
Semi Annual
8.6.4.16
Visual check cab interior / com onents /fixtures 8.6.4.15 Semi Annual
Check emer env li htin /alarm bell 8.6.4.15 Semi Annual
Visual check guide rails & brackets /tube as 8.6.4.3 Semi Annual
a livable
Check, tube all hoistwa safet /terminal switches 8.6.4.14 Semi Annual
Check, clean, tube car door & door operator 8.6.1.6.2 Semi Annual
hardware 8.6.4.13.1
Check, clean, tube all landing door hardware 8.6.1.6.2 Semi Annual
8.6.4.1 3.1
Clean car to 8.6.4.9 Semi Annual
Visual check pit /pit equipment 8.6.5.11
8.6.5.5.1 Semi Annual
8.6.5.5.2
Check, tube, it safe switches 8.6.1.6.2 Semi Annual
Clean it 8.6.4.7.1 Semi Annual
Confirm si n & data lates 8.6.1.6.7 Annual
3.2 330A~'" Hydraulic Maintenance Tasks -Details
Visual check pump unit operation /components:
• Check motor, pump, piping, belts, drip pan, valve and 330A muffler bladder, if applicable.
• Confirm relief valve seal is intact.
• If applicable, check condition of any flexible hoses.
Visual check oil level:
• A record of oil usage will be kept in the machine room.
• Adjust oil level as necessary.
• Record all oil additions, unexplained oil loss.
• Verify low oil protection function.
• If pressure tanks used, check & maintain proper liquid level at about 2/3 full.
Visual check controller operation /component /motor starter:
• Check all components, faults lights, burnt contacts, motor starter, etc. Clean if necessary.
• If applicable, test & if necessary replace any control battery.
• Confirm wiring diagrams available.
• Confirm no temporary wiring /relay, blocks /contact insulators, jumpers in place.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is g
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
3.2 330AT"" Hydraulic Maintenance Tasks -Details (con't)
Check /tighten controller connections:
• Check power & field terminal connection.
Visual check overall machine room space /area:
• Check condition of air conditioning, lighting, outlet, improper machine room /material, storage 1
installation, equipment guards, proper fire extinguisher.
• Check access doors closed 8 locked.
• No flammable liquid storage.
• Improper conditions should be reported to the owner 8~ corrected.
Clean machine room:
• Sweep floor ~ clean any lubricant, water dirt, rubbish from floor.
Ride unit /check ride quality:
• Check vibration, noise, ride quality, leveling (including anti-creep function), etc.
Visual check cab interior /components /fixtures:
• Check handrail, signs, lighting, phone, fan, platform, sills, ventilation and signaling devices.
• Verify proper fixture operation /condition etc.
Check emergency lighting /alarm bell:
• Verify proper operation /condition.
Visual check guide rails & brackets / lube as applicable:
• Check for damage.
Check /tube all hoistway safety /terminal switches:
• Verify operation, visual check condition.
• Also check hoistway access switch operation, if applicable.
Check, clean, lube car door & door operator hardware:
• Check condition /operation.
• Check door lock 8~ contacts, reopening devices, vision panels 8~ grills, unlocking devices &
escutcheons, hanger, tracks, rollers, gibs, up-thrusts, door safety retainers, astragals, sills &
bottom guides, fastenings, clutches, vanes, retiring cams, relating cables /belts, door closers,
door restrictors. All as applicable.
Check, clean, tube all landing door hardware:
• Check door lock & contacts, reopening devices, vision panels & grills, unlocking devices &
escutcheons, hanger, tracks, rollers, gibs, up-thrusts, door safety retainers, astragals, sills &
bottom guides, fastenings, clutches, vanes, retiring cams, relating cables /belts, door closers,
door restrictors. All as applicable.
Clean car top:
• Clean any lubricants, dirt, water, rubbish from car top. No material, parts, tools, etc. stored on car
top.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler') and is 10
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 4 Special Procedures - 330ATM Hydraulic
4.1 Overspeed Test for SLAIN Valves
• Blain overspeed valve adjustment is opposite that of the Maxton overspeed valve.
Clockwise turn of the adjustment screw increases the tripping speed.
1. Loosen locking nut on Adjustment Screw. (See Figure 1)
2. Turn Adjustment Screw clockwise fully until flush with locking nut. (Do this for both valves for Gemini
Jack applications).
3. Set elevator car to contract speed with rated load. Use a tachometer to check car speed.
4. Turn Adjustment Screw COUNTERCLOCKWISE, two turns. (For Gemini Jack applications, perform
Steps 4 through 7 only to the right-hand side valve.)
5. Run car in DOWN direction with a down call. Valve tripping will stop the car from completing the down
call. After a valve trip, run the car upwards under manual control to re-open the valve.
6. Repeat steps (4) through (5) until the valve trips at car contract speed.
If the valve trips before car reaches contract speed, then tum the Adjustment Screw
CLOCKWISE to raise valve-tripping speed.
7. Turn the Adjustment Screw 3/4 turn, CLOCKWISE. Re-tighten the jacking nut on the Adjustment
Screw.
8. For Gemini Jack applications, adjust the left-hand side valve Adjustment Screw setting to match that of
the right-hand side valve.
9. Check actual overspeed valve trip setting:
a) Locate the Down Speed Control Valve inside the power unit.
b) Note the setting position of the Down Speed Control Valve. After the test, resetting to this position
is required.
c) Adjust the Down Speed Control Valve to increase down travel car speed.
d) Run car in down direction with a down call.
e) Measure car speed during overspeed valve set.
The tripping speed must be less than 125% of contract speed.
f) IMPORTANT: Return the Down Speed Control Valve to its contract speed setting.
g) After a valve trip, run the car upwards under manual control to re-open the valve.
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The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 11
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 5 Special Procedures -Emergency Situations
5.1 Emergency Evacuation Procedure for Elevators
Responding to an Entrapment Situation
Notice: Only authorized elevator and/or emergency personnel must perform the evacuation of
passengers from a stalled elevator.
A WARNING
Elevator systems are electro-mechanical cars operating on cables and driven in a shaft
that normally spans the height of the building.
Contact with live electrical circuits, exposure to an open shaft and uncontrolled car
movement are all dangers that can result in death or serious injury.
Never attempt to evacuate passengers from a stalled elevator. Immediately contact the
elevator maintenance company or emergency personnel.
Procedure to be Followed:
1. Establish contact with the people in the elevator through your communication system (phone or
intercom) or through the elevator doors.
2. Explain that the elevator is experiencing a temporary problem and that qualified personnel are being
called to release them.
3. Assure the passengers that they are safe; there should be sufficient ventilation for normal breathing:
and they MUST NOT attempt to free themselves by prying the doors or some other dangerous activity.
4. Ask how many people are in the car and if anyone is injured and the extent of the injuries.
5. Ask if the emergency stop was tripped and if so, request that it be returned to its original position.
6. Designate a person to remain in contact with the passengers.
7. Call the elevator maintenance company and request emergency service. Tell them that people
are in the stalled elevator and ask for the technician's estimated time of arrival ("ETA").
8. Inform the passengers that help is on the way and provide the ETA, if possible.
9. If there are injuries or if the ETA is too long, call the fire department.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 13
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 6 Cleaning of Transparent Cars & Hoistways
Notice: Only authorized personnel in compliance with this procedure shall perform the cleaning of
the exterior of transparent car enclosures or hoistway enclosures from inside the hoistway.
An elevator that is used for cleaning purposes exposes the workers to electrical and
mechanical elevator equipment as a result of riding on top of the car.
Contact with live electrical circuits, exposure to an open shaft and falling from a car top
are all dangers that can result in death or serious injury.
Use of an elevator car for cleaning purposes must only be carried out under the
direction of a competent elevator technician using the following procedure.
Procedure to be Followed:
1. Building personnel must clearly establish that all cleaning activities performed from the elevator are
under the direct control of the elevator technician.
2. The elevator technician must establish a clear set of communications with the cleaners; for example,
when the elevator will be moved, the direction of car movement, position of personnel and hand holds
on car top when moving, etc.
3. The elevator technician and the cleaners will wear fall protection equipment secured to the car top at
all times.
4. Any elevators operating in an adjoining hoistway shall be positioned at the top landing and locked out
of service.
5. All tools must be kept in a toolbox when not in use and stored at the front of the car.
6. The elevator technician shall clearly communicate the position on the car top from which the cleaner
may work.
Notice: Schindler Elevator Corporation will provide resources to assist in this procedure pursuant
to a separate agreement. Contact your Schindler sales representative.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 15
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
Chapter 7 330AT"" Hydraulic Elevator Lubrication
E ui ment Su ested Grade of Lubricant
H draulic oil
Bore hole ISO AW 32
Holeless Cit o Trans uard THE
Guide rails -slide uide Sli it
S nchronization cable 34-38 SSU li ht viscosi s indle oil
Door o erator
Grease fittin s Lithium EP#2
Pins, levers, bushin s ~ relatin cables ISO 68 SAE 20
All other common bearings, pins ~ friction
oints re uirin tease
Lithium EP#2
All other small bearings, pins 8~ friction points
requirin li ht lubricant
ISO 68 SAE 20
Note: Synthetic lubricants must not be mixed with each other or with non-synthetic lubricants.
The information contained herein is confidential and/or proprietary to Schindler Elevator Corporation ("Schindler") and is 17
compiled and presented to applicable ASME A17.1 maintenance control program requirements. It is provided subject to a non-
exclusive license and the reproduction, printing, transmittal, disclosure or use of any of the information presented other than for
the limited purpose set forth herein is prohibited.
-._ r-r _ ,
~1 Safety begins with you
Unsafe ridership
If you see passengers misusing the equipment or riding in
an unsafe manner, warn them immediately. Be sure that
children are always accompanied by an adult.
Leveling
Tripping hazards can result when an elevator doesn't land
evenly with the floor. If you see mis-leveling, put the car out
of service and call Schindler immediately.
Door operation
If elevator doors close with excessive force or if the safety
edges or light rays appear to be malfunctioning, put the car
out of service and call Schindler immediately.
Users with special needs
Be alert to the special needs of the elderly or those with
disabilities who may need assistance when using your
equipment. Clearly indicate the location of elevators for
those who cannot use or choose not to use the escalator.
Often times, a few simple checks can prevent
unnecessary service calls. Prior to calling
Schindler Service, check into these common
causes of service interruption. Often times,
you may be able to immediately restore safe,
reliable service yourself.
-Confirm that there is a problem, especially if
you learn about the situation second hand.
-Check the Stop switch button. Confirm that
it is in the normal "run" position.
- Make sure all restricted access and keyed
switches are in their "run" positions.
- Look for doorway obstructions -
including foreign matter in the door sill
grooves or objects that prevent complete
door closure.
- Be sure the building is receiving full electric
power. Have a qualified person check to see
if there is a blown fuse on the main power
supply.
Abnormal operation or noises
Although the preceding list covers many common
situations, it does not cover everything. If you ever sense an
abnormal condition, such as a strange "feel" or sound, let
us know immediately. If there is any chance the equipment
is not operating safely, shut it down until we can analyze
the situation.
If you need to call us
To expedite your call for service, please have the following
information ready:
- Your building ID number
-The building name and address
-The specific nature of the problem
-The name and phone number of the building personnel
to contact
- For prompt service, call Schindler at 1.800.225.3123.
Before You Call For Service
Schindler Service
eliility from the ground level
For further information including location of the
Schindler office nearest you, please visit:
www.us.schindler.com
U.S. Headquarters
Schindler Elevator Corporation
20 Whippany Road, P.O. Box 1935
Morristown, New Jersey 07962-1935
Tel. 973.397.6500
Canada Headquarters
Schindler Elevator Corporation
40 Cowdray Court
Scarborough, Ontario M1S 1A1
Tel. 416.332.8280
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