Elevator Maintenance & Equipment Assessments

An Elevator Maintenance & Equipment Assessment is a core elevator consulting service that evaluates how the entire elevator system is being serviced and maintained.  This includes a comprehensive review of the building’s maintenance program, service agreements, and elevator equipment.  These assessments consistently lead to improved reliability, performance, and overall service quality.

We begin by understanding each client’s specific needs and operational priorities, then develop a customized strategy to address them.  After gathering the necessary information, we evaluate equipment condition, identify required repairs, and determine whether modernization, a new maintenance agreement, or enhanced preventive maintenance is warranted.  From there, we develop a plan aligned with your building’s operational requirements.

We provide a detailed written report of our findings and review it with you prior to your submission to the elevator service provider to ensure the identified items are properly addressed.

Modernizing aging elevator equipment — expert elevator consulting guidance at every stage of the process. 

Modernization Services we provide:

• Modernization Survey & Report:  We perform a comprehensive modernization survey to determine which components will be replaced, retained, or enhanced.  With safety as the highest priority, this process is structured to align with the client’s budgetary parameters and project timeline. 

• Modernization Technical Specification:   We develop a comprehensive specification that clearly defines the scope of work, performance expectations, and accountability requirements to ensure all contractual obligations are met, tailored to your building’s profile and specific needs. 

• Modernization RFP Issuance:  We pre-qualify contractors with proven performance histories and demonstrated technical expertise to modernize and maintain your existing equipment. We then prepare a comprehensive Request for Proposal (RFP) that clearly defines bidding requirements, pricing structures, and contractor qualifications for the planned modernization. 

• Modernization Contract Review:  We provide expert review of submitted contractor proposals to verify pricing, schedules, and lead times for accuracy and alignment with industry standards.

• Modernization Shop Drawing Review:  We review elevator contractor submittal drawings for compliance with project specifications and all applicable codes. 

• Modernization Project Management Oversight:  We provide project management oversight, including periodic progress review(s) and a final modernization review to ensure modernization work complies with project specifications. 

Our customized maintenance specifications are designed to prioritize the client’s interests — not contractor risk avoidance — ensuring that maintenance practices are driven by performance, safety, and reliability objectives.

These specifications require contractors to perform maintenance and testing at defined intervals and levels of technical competence, ensuring equipment is properly maintained, compliant, safe, and operating as designed.

Customized maintenance agreements further protect the client by establishing defined hourly labor rates, material markups, minimum service frequencies, and testing responsibilities — significantly reducing unbudgeted and uncontrolled repair costs.

Maintenance Services we provide:

• Maintenance Survey:   We gather detailed equipment and operational data to develop a customized technical specification tailored to your building’s needs.

• Maintenance Agreement/Technical Specification:  We develop a customized technical maintenance specification that clearly defines maintenance services and measurable performance standards. The specification establishes minimum service hours and frequencies, testing requirements, labor rates and parts markups, equipment performance criteria, callback response times, insurance requirements, and penalties for non-performance — along with many additional protective provisions. 

• Maintenance RFP Issuance:  We pre-qualify contractors with proven performance histories and demonstrated technical expertise to maintain your existing equipment. We then prepare a comprehensive Request for Proposal (RFP) that clearly defines bidding requirements, pricing structures, and contractor qualifications as they relate to maintaining the equipment.

• Maintenance Bid Analysis:  As bids are received, we evaluate contractor pricing, qualifications, and any proposed exceptions to the contract documents. We prepare a comprehensive bid review summary clearly outlining each contractor’s pricing. We then conduct contractor interviews to confirm understanding of the contract requirements and compliance, and provide the client with a recommendation for the contractor best suited for the project.

• Final Contract Negotiation and Award:  We will assist with the the final contract negotiation and award.

Elevator due diligence is a critical evaluation that directly impacts the financial performance of property transactions. It is a proven cost-saving best practice and an essential step in the purchase, sale, or refinancing of a building. 

When acquiring a property, engaging an independent elevator consultant — rather than relying solely on building records or on-site personnel — has consistently resulted in substantial cost savings for buyers. An elevator consultant provides an objective evaluation of equipment condition, code compliance requirements, and deferred maintenance. We review all available elevator documentation to ensure buyers fully understand current and future elevator needs, enabling more effective purchase negotiations and escrow allocations. 

Due diligence is equally critical when selling a property. An elevator consultant audit identifies deficiencies that require corrective action by the service provider, allowing punch-list items to be resolved within typical transaction timelines. The audit also evaluates necessary repairs or upgrades and provides formal recommendations to support a smooth sale process. 

Our Subscription Oversight Services provide exceptional value for managing your elevator portfolio. Our elevator consulting package provides services from invoice and proposal reviews to scheduled Elevator Maintenance & Equipment Assessments, these subscription packages help reduce out-of-pocket expenses and deliver substantial long-term cost savings.