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Elevators: what bids leave out

An elevator bid usually covers the elevator and not much of what it needs around it. The pit, the hoistway, the power, the phone line, the fire alarm tie-in and the machine room all belong to other trades. One bidder lists every item they expect others to provide. Another gives a short proposal and leaves you to find the gaps. Read the 'work by others' section of every elevator proposal line by line before you compare.

Level your elevator bids with this checklist →

Standard scope checklist

Send this to every bidder and ask them to mark each line Included, Excluded or give an Add $. Silence is not inclusion.

Sending it out? Use the free scope letter template to ask every bidder for line-item scope, inclusions, exclusions and alternates. Terms to know: exclusion.

#Scope item
1Elevator type: hydraulic, holeless hydraulic, traction or machine-room-less (MRL)
2Capacity, speed, stops and openings per drawings
3Cab size and accessible cab requirements (confirm with your design team/AHJ)
4Cab finishes: walls, ceiling, flooring and handrails (included or allowance)
5Entrances, doors and frames: finish and fire rating
6Hoistway: construction, size and plumb tolerance (GC or other trade)
7Pit: depth, ladder, sump or drain, lighting and waterproofing (by others?)
8Rail bracket supports, divider beams and hoist beam (steel or GC)
9Sill angles and door sill supports
10Machine room or control space: construction, cooling and ventilation
11Main power feeder, fused disconnect and shunt trip (electrical sub)
12Cab lighting circuit, pit and hoistway lighting and receptacles (electrical sub)
13Emergency phone or communication line to the cab (low-voltage or owner)
14Fire alarm recall: smoke detectors and interface to the controller (fire alarm sub)
15Sprinklers, heat detectors and shunt trip in hoistway or machine room, if required (confirm with your design team/AHJ)
16Hoistway venting, if required (confirm with your design team/AHJ)
17Hydraulic jack hole drilling, casing and any rock or water (hydraulic only)
18Oil line, oil containment or liner (hydraulic only)
19Permits, state or jurisdiction inspection and acceptance testing fees
20Temporary construction use, protection and cleaning afterward
21Maintenance period after turnover and service agreement terms
22Lead time for shop drawings, fabrication and installation
23Sales tax, bond and prevailing wage

Common exclusions and how they are worded

ExclusionTypical wordingWhy it mattersTypical cost to cover
Pit & hoistway work
  • “Hoistway and pit by others”
  • “Excludes pit ladder”
  • “Excludes sump pump”
  • “Excludes pit waterproofing”
The elevator contractor installs into a pit and shaft someone else builds. Pit ladder, sump, drain, lighting and waterproofing often fall between the elevator, concrete and GC scopes.TBD
Power & disconnects
  • “Main line disconnect by others”
  • “Electrical feeders by electrical contractor”
  • “Excludes shunt trip”
The elevator needs a dedicated feeder, a lockable disconnect and separate lighting circuits. Get the elevator's electrical requirements to the electrical bidders early.TBD
Phone & communication line
  • “Telephone line to controller by others”
  • “Excludes monitoring”
  • “Excludes communication service”
Elevators typically need a working emergency communication line before they can be turned over. Someone has to run the line and someone has to pay the monthly service.TBD
Fire alarm interface
  • “Recall devices by fire alarm contractor”
  • “Excludes smoke detectors”
  • “Interface wiring by others”
Fire alarm recall needs detectors and wiring from the fire alarm system to the controller. If neither bid carries it, the elevator can't pass inspection.TBD
Supports & steel
  • “Rail bracket supports by others”
  • “Excludes divider beams”
  • “Excludes hoist beam”
  • “Excludes sill angles”
Rail brackets need something solid to attach to at each floor, and the doors need sill supports. Check that steel, masonry or GC bids carry them.TBD
Machine room cooling
  • “Machine room HVAC by others”
  • “Excludes controller room ventilation”
Controllers have temperature limits. If the machine room or control closet needs cooling, the HVAC bid has to carry it.TBD
Inspection & permit fees
  • “Excludes permit fees”
  • “Excludes state inspection fees”
  • “Excludes re-inspection”
Elevators usually need their own permit and an acceptance inspection, sometimes by a state agency. Fees and scheduling are easy to forget.TBD
Jack hole & ground conditions
  • “Excludes rock drilling”
  • “Excludes casing”
  • “Excludes removal of spoils”
  • “Pricing assumes no water”
Hydraulic elevators with an in-ground jack need a drilled hole. Rock, water or contaminated soil can change the price quickly.TBD
Construction use & finishes
  • “Excludes temporary use”
  • “Cab finishes by owner”
  • “Cab finish allowance only”
Using the elevator during construction needs protection, a temporary service agreement and cleanup after. Cab finishes may be an allowance that's too low for what's drawn.TBD

“Typical cost to cover” is TBD. We will publish ranges only once we have real, sourced data. Until then, use your own estimate or a confirmed add price from a bidder.

Questions to ask bidders

  1. Can you list every item in your 'work by others' section so we can assign each one?
  2. What does your price assume about the pit: ladder, sump, drain, lighting and waterproofing?
  3. What power, disconnect and lighting circuits do you need, and where?
  4. Who provides the emergency communication line, and is monitoring included?
  5. Who provides fire alarm recall devices and the wiring to your controller?
  6. Who provides rail bracket supports, sill angles and any hoist beam?
  7. Are permit, inspection and acceptance testing fees included?
  8. Is construction use included? If so, what protection and cleanup do you carry, and what maintenance period is included after turnover?
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