Elevators
Remade from scratch to the authoring rules: defaults asserted only where four of five projects would choose them, and scope boundaries matched to the neighboring standards
Showing changes from Rev 4
to Rev 5
in Elevators.
---
−title: Vertical Transportation
+title: Elevators
category: Architectural / Specialties
−toc_depth: 3
description: >
− When to use: Factory-engineered passenger and freight elevators for new construction and major modernization, including machine-room-less (MRL) and machine-room geared and gearless traction elevators and holed and holeless hydraulic elevators. Covers capacity and speed selection; hoistway, pit, and overhead coordination; microprocessor controllers and group dispatch; door operators and entrances; cab enclosure and finishes; hall and car signal fixtures; compliance with ASME A17.1/CSA B44; ASME A17.5/CSA B44.1 electrical equipment; accessibility under the ADA Standards and ICC A117.1; seismic provisions; firefighters' emergency operation and the fire alarm recall interface; emergency and standby power operation; machine room and machinery space environmental conditioning; and field acceptance inspection per ASME A17.2.
− Not intended for: Escalators and moving walks; dumbwaiters and material lifts; platform (wheelchair) lifts and vertical or inclined platform lifts; private residence elevators; limited-use/limited-application (LU/LA) elevators; and stage, orchestra, and parking lifts.
+ When to use: Factory-engineered passenger and service elevators for new construction and full replacement, covering hydraulic elevators with holed, holeless and roped jacks and traction elevators with machine-room-less, overhead and basement machine arrangements. Covers drive and machine selection, the controller and group operation, door operators, entrances and door protection, the car enclosure and its finishes, hall and car signal fixtures, accessibility of the car and its fixtures, firefighters' emergency operation and its interface with the fire alarm system, operation on standby power and battery-powered rescue operation, elevator seismic provisions, the requirements the hoistway, pit, machine room and electrical service must meet for the equipment, acceptance inspection and testing, maintenance during the warranty period, and the diagnostic access the Owner keeps afterward. The equipment is governed by ASME A17.1/CSA B44 and inspected under ASME A17.2; rated load, rated speed, car size, number of stops and number of cars come from the elevator traffic study and the drawings and are deferred, never selected here.
+ Not intended for: Escalators and moving walks; dumbwaiters and material lifts; vertical and inclined platform lifts and stairway chairlifts; limited-use/limited-application (LU/LA) elevators; private residence elevators; freight elevators of Class B and Class C loading and industrial truck loading; stage, orchestra and parking lifts; and the modernization of existing equipment in place. None of these has a SynC standard at this time. The hoistway enclosure as a fire-resistance-rated assembly ([[sync/fire-rated-wall-and-floor-assemblies]]), the fire alarm initiating devices and control relays that command recall and shutdown ([[sync/fire-alarm-systems]]), the standby power system and its transfer ([[sync/emergency-and-standby-power]]), the feeder conductors ([[sync/conductors-and-cables]]) and the disconnecting means ([[sync/enclosed-switches-and-disconnects]]), equipment grounding ([[sync/grounding-and-bonding]]), pit waterproofing ([[sync/below-grade-waterproofing]]) and a pit pump furnished under the plumbing work ([[sync/sump-and-sewage-pumps]]) are specified in those standards; this standard states what each must provide for the elevator.
---
# Scope {toc}
−## This standard covers the design, furnishing, installation, testing, and acceptance of factory-engineered passenger and freight elevators and their controllers, hoistway equipment, entrances, cabs, and signal fixtures. {note}
−## An elevator is a power-driven car that runs in guide rails between fixed landings to move passengers or freight vertically; it is driven either by a traction machine through suspension means and a counterweight, or by a hydraulic jack acting directly or indirectly on the car. {note}
−## The scope includes the selection of drive type and machine arrangement to suit the building's rise and traffic, the rated load and speed, the controller and dispatching logic, the door operator and entrances, the cab enclosure and finishes, the hall and car fixtures, the accessibility provisions, the seismic restraint, the firefighters' emergency operation and its interface with the fire alarm system, and the emergency and standby power behavior. {note}
+## This standard covers the furnishing, installation, adjustment, testing and acceptance of passenger and service elevators, with their machines, controllers, hoistway equipment, entrances, cars and signal fixtures, and the requirements the building work must satisfy to receive them. {note}
−## This standard establishes the performance, equipment, code-compliance, and installation requirements for the elevators shown on the elevator drawings and described in the elevator schedule. {note}
+## An elevator is a car guided on rails between fixed landings and raised either by a traction machine through ropes or belts balanced by a counterweight, or by a hydraulic jack that lifts the car directly or through ropes. Which of those two families a project uses is a real choice with consequences for the hoistway, the pit, the machine space, the energy use, the speed the car can reach and the rise it can serve, and this standard presents it as a choice rather than settling it. {note}
−## The single most consequential decision in this standard is matching the drive type and machine arrangement to the building's rise, rated load, speed, and traffic demand. {note}
−## A holed or holeless hydraulic elevator is the economical choice for a low-rise building of roughly two to five stops at modest speed, but it cannot deliver the speed, ride quality, or energy efficiency a mid- or high-rise building needs; a machine-room-less or gearless traction elevator serves the taller, busier building but carries a higher first cost and tighter hoistway tolerances. {note}
−## The narrative below ties each drive type and arrangement to the rise, speed, and traffic in which it is the appropriate choice, so the specifier selects the elevator from the building's actual service demand rather than from first cost alone. {note}
+## The sizing decisions are not made here. Rated load, rated speed, car inside dimensions, the number of stops and openings and the number of cars in each group come from the elevator traffic study and the drawings, and the fields that hold them start deferred to those documents. What this standard decides is how the equipment of that size is built, controlled, finished, protected and proven. {note}
−## Elevator equipment is governed primarily by ASME A17.1/CSA B44, which is adopted by reference into the building code in nearly every US jurisdiction; the requirements of this standard supplement that code and never relax it. {note}
+## Elevator equipment is governed by ASME A17.1/CSA B44 as adopted under [[parameter: adopted-building-code]], and its electrical equipment by ASME A17.5/CSA B44.1 and NFPA 70 Article 620. The requirements of this standard supplement the adopted code and do not relax it.
−## The hoistway, pit, overhead, machine room, and machinery space are building work performed by other trades, and their dimensions, structural support, and environmental conditioning shall be coordinated with the elevator equipment before those elements are constructed. {note}
+## Where a datasheet selection in this standard is less stringent than the adopted code requires, the code requirement shall govern.
−## The elevator quantity, hoistway locations, rise, number and arrangement of stops, and the building dimensions of each hoistway, pit, and overhead shall be [[drawing: as indicated on the elevator plans, sections, and the elevator schedule]].
−## The structural support for guide rails, machine beams, and hydraulic cylinder reactions shall be [[drawing: as indicated on the structural drawings]].
−## This work shall be coordinated with [[sync/fire-alarm-systems]] for the smoke detector and heat detector initiating devices that command Phase I emergency recall and for any machine room or hoistway shunt trip.
−## This work shall be coordinated with [[sync/emergency-and-standby-power]] for the standby power source, the automatic transfer of the elevators, and the sequenced recovery of cars on standby power.
−## This work shall be coordinated with [[sync/conductors-and-cables]] for the feeders, branch circuits, and disconnecting means serving each elevator.
−## This work shall be coordinated with [[sync/grounding-and-bonding]] for the equipment grounding and bonding of the controller, machine, rails, and car.
+## The Contractor shall confirm the adopted edition of ASME A17.1/CSA B44 and the elevator jurisdiction's amendments to it in writing with the authority having jurisdiction before preparing layout drawings.
+## The following are outside this standard. {note}
+
+- Escalators and moving walks, dumbwaiters and material lifts, platform lifts and stairway chairlifts, LU/LA elevators, private residence elevators, Class B and Class C freight elevators, and stage, orchestra and parking lifts, none of which has a SynC standard at this time
+- Modernization of existing elevators in place
+- The hoistway enclosure as a fire-resistance-rated assembly, see [[sync/fire-rated-wall-and-floor-assemblies]]
+- The fire alarm initiating devices and the control relays that command Phase I recall and main line power shutdown, see [[sync/fire-alarm-systems]]
+- The standby power source, its capacity for elevator load and the transfer scheme, see [[sync/emergency-and-standby-power]]
+- The feeder conductors to the elevator disconnecting means, see [[sync/conductors-and-cables]], and the disconnecting means itself, see [[sync/enclosed-switches-and-disconnects]]
+- The equipment grounding and bonding of the installation, see [[sync/grounding-and-bonding]]
+- Waterproofing of the pit, see [[sync/below-grade-waterproofing]], and a pit pump furnished under the plumbing work, see [[sync/sump-and-sewage-pumps]]
+- Automatic sprinklers in the hoistway, machine room or machinery space, see [[sync/wet-pipe-fire-sprinkler-systems]]
+- The code-required signage at hoistway entrances directing occupants to the stairs in a fire, see [[sync/signage-and-egress-markings]]
+
+## The elevator dictates the dimensions of the hoistway, the depth of the pit, the clearance over the car, the reactions on the structure, the heat released into the machine space and the feeder it draws from, and all of those are built by other trades before the elevator arrives. The approved layout drawings are the one document that reconciles them, which is why the layout submittal gates the hoistway work. {note}
+
# Referenced Standards {toc}
−## The design, equipment, electrical components, accessibility, and inspection of elevators are governed by the standards listed in the table below. {note}
+## Equipment, materials and installation shall comply with the latest adopted edition of each of the following unless a specific edition is cited.
+## Where referenced standards conflict, the more stringent requirement shall govern unless the Engineer of Record directs otherwise in writing.
+
| Standard | Title |
|----------|-------|
−| ASME A17.1-2022 / CSA B44:22 | Safety Code for Elevators and Escalators |
+| ASME A17.1/CSA B44 | Safety Code for Elevators and Escalators |
| ASME A17.2 | Guide for Inspection of Elevators, Escalators, and Moving Walks |
−| ASME A17.5 / CSA B44.1 | Elevator and Escalator Electrical Equipment |
+| ASME A17.3 | Safety Code for Existing Elevators and Escalators |
+| ASME A17.5/CSA B44.1 | Elevator and Escalator Electrical Equipment |
| ASME A17.6 | Standard for Elevator Suspension, Compensation, and Governor Systems |
−| ASME A17.7 / CSA B44.7 | Performance-Based Safety Code for Elevators and Escalators |
−| 2010 ADA Standards for Accessible Design | Americans with Disabilities Act Accessibility Standards (Section 407, Elevators) |
−| ICC A117.1-2017 | Accessible and Usable Buildings and Facilities |
−| NFPA 70 (NEC) | National Electrical Code (Article 620, Elevators, Dumbwaiters, Escalators, Moving Walks, and Article 700 / 701 power) |
−| NFPA 72 | National Fire Alarm and Signaling Code (elevator recall and shutdown interface) |
−| NFPA 13 | Standard for the Installation of Sprinkler Systems (hoistway and machine room sprinkler coordination) |
+| ASME A17.7/CSA B44.7 | Performance-Based Safety Code for Elevators and Escalators |
+| ASME A18.1 | Safety Standard for Platform Lifts and Stairway Chairlifts |
+| ICC A117.1 | Accessible and Usable Buildings and Facilities |
+| ADA Standards for Accessible Design | Accessibility standards issued under the Americans with Disabilities Act |
+| International Building Code | Chapter 30, Elevators and Conveying Systems |
+| NFPA 70 | National Electrical Code (Article 620) |
+| NFPA 72 | National Fire Alarm and Signaling Code |
+| NFPA 13 | Standard for the Installation of Sprinkler Systems |
| NFPA 110 | Standard for Emergency and Standby Power Systems |
−| IBC | International Building Code (Chapter 30, Elevators and Conveying Systems) |
−| ASCE/SEI 7 | Minimum Design Loads and Associated Criteria for Buildings and Other Structures (seismic component anchorage) |
−| ISO 18738-1 | Measurement of Ride Quality (vibration and acceleration in passenger elevators) |
+| NFPA 80 | Standard for Fire Doors and Other Opening Protectives |
+| UL 10B | Fire Tests of Door Assemblies |
+| ASCE/SEI 7 | Minimum Design Loads and Associated Criteria for Buildings and Other Structures |
+| ISO 18738-1 | Measurement of Ride Quality, Part 1: Lifts (Elevators) |
+| ISO 8100-34 | Lifts for the Transport of Persons and Goods, Measurement of Lift Ride Quality |
+| ANSI/ASA S1.4 | Electroacoustics, Sound Level Meters |
+| ASTM E84 | Standard Test Method for Surface Burning Characteristics of Building Materials |
+| ASTM A1008 | Standard Specification for Steel, Sheet, Cold-Rolled, Carbon, Structural |
+| ASTM A666 | Standard Specification for Annealed or Cold-Worked Austenitic Stainless Steel Sheet, Strip, Plate, and Flat Bar |
−## Equipment, materials, and installation shall comply with the latest edition of each referenced standard adopted by the authority having jurisdiction.
−## Where the adopted building code or the contract documents impose a more stringent requirement than a referenced standard, the more stringent requirement shall govern.
−## The Contractor shall resolve conflicts among the referenced standards in writing with the Architect and the authority having jurisdiction before fabrication and installation begin.
−
# Submittals {toc}
## Action Submittals {toc}
−### Action submittals are reviewed and returned before fabrication and before the related hoistway and structural work is built, because the elevator equipment dictates hoistway, pit, overhead, and structural dimensions. {note}
−### They establish the equipment, its performance, its layout against the building, and its compliance path. {note}
+### The Contractor shall submit the following for the Engineer's review and return before the hoistway, pit, machine room or structural supports are built and before any elevator equipment is released for fabrication:
−### The Contractor shall submit the following action submittals for review and return before fabrication:
−- Product data for the machine, controller, door operator, entrances, cab, fixtures, and safety devices, identifying drive type, rated load, rated speed, and the listing of each electrical component to ASME A17.5/CSA B44.1
−- Elevator layout (hoistway) drawings showing the car, counterweight or cylinder, rails, buffers, and overtravel in plan and section, with the required pit depth, overhead clearance, hoistway plan dimensions, and running clearances dimensioned against the building
−- Structural reaction drawings giving guide-rail bracket reactions, machine and deflector-sheave beam loads, buffer reactions, and the hydraulic cylinder bearing reaction, for coordination with the structural engineer
−- Power confirmation data giving the feeder size, starting and running current, demand, regenerated power (traction), and heat rejection to the machine room or machinery space
−- Seismic anchorage calculations and details prepared in accordance with ASME A17.1 and ASCE/SEI 7 where the seismic design category requires them, signed and sealed
−- Cab enclosure, ceiling, lighting, flooring, and finish samples, with handrail and protective-pad details
−- Hall and car signal fixture data and engraving schedule, including the firefighters' emergency operation fixtures and instructions
−- Firefighters' emergency operation sequence and the fire alarm recall interface point list, coordinated with the fire alarm system
−- Emergency and standby power operation sequence, including the car selection and recovery sequence on standby power
−- Sample warranty and the proposed maintenance scope for the warranty period
+- Product data for the machine or power unit, controller, drive, door operator, entrances, car, signal fixtures, safeties, governor and buffers, stating drive type, machine arrangement, rated load and rated speed, and identifying the listing of each electrical component to ASME A17.5/CSA B44.1
+- Layout drawings showing each hoistway in plan and section with the car, counterweight or jack, rails and brackets, buffers, pit depth, overhead clearance, running clearances, entrance rough openings and the location of the machine, controller and disconnecting means, dimensioned against the building
+- Structural reaction drawings giving the rail bracket reactions and spacing, machine and sheave beam loads, buffer reactions and, for a hydraulic elevator, the jack bearing reaction and the pit floor loading, for the structural engineer's use
+- Power confirmation stating the supply voltage, full-load and starting current, demand, the regenerated power returned to the building where a regenerative drive is furnished, and the heat released into the machine room, machinery space and control space
+- Elevator traffic study where the datasheet requires one, giving the assumed population and the resulting interval and handling capacity for the cars, loads and speeds indicated on the drawings
+- Seismic calculations and anchorage details signed and sealed by a professional engineer, where the seismic provisions of ASME A17.1 apply
+- Samples of each car wall, ceiling, flooring, handrail, entrance and fixture faceplate finish, and a fixture engraving and signage schedule
+- Firefighters' emergency operation sequence and the point-by-point list of the interface with the fire alarm system
+- Standby power operation sequence, including the order in which cars return and the cars that continue to run
+- Sample warranty, and the scope and schedule of maintenance proposed for the warranty period
```datasheet
−label: Action Submittals Required
+label: Required Action Submittals
type: checkbox
options:
− - "Product data (machine, controller, door operator, entrances, cab, fixtures)"
− - "Elevator layout (hoistway) drawings with pit, overhead, and clearances"
− - "Structural reaction drawings (rail, machine, buffer, cylinder loads)"
− - "Power confirmation (feeder, demand, regeneration, heat rejection)"
− - "Seismic anchorage calculations and details (where required)"
− - "Cab enclosure, ceiling, lighting, flooring, and finish samples"
− - "Signal fixture data and engraving schedule"
− - "Firefighters' emergency operation sequence and recall interface point list"
− - "Emergency / standby power operation sequence"
− - "Sample warranty and maintenance scope"
+ - "Product data with listing identification for each electrical component"
+ - "Layout drawings with pit, overhead and clearances dimensioned against the building"
+ - "Structural reaction drawings"
+ - "Power confirmation with heat release and regenerated power"
+ - "Elevator traffic study"
+ - "Seismic calculations and anchorage details"
+ - "Finish samples and fixture engraving schedule"
+ - "Firefighters' emergency operation sequence and fire alarm interface point list"
+ - "Standby power operation sequence"
+ - "Sample warranty and warranty-period maintenance scope"
default:
− - "Elevator layout (hoistway) drawings with pit, overhead, and clearances"
+ - "Product data with listing identification for each electrical component"
+ - "Layout drawings with pit, overhead and clearances dimensioned against the building"
+ - "Structural reaction drawings"
+ - "Power confirmation with heat release and regenerated power"
+ - "Finish samples and fixture engraving schedule"
+ - "Firefighters' emergency operation sequence and fire alarm interface point list"
+ - "Standby power operation sequence"
+ - "Sample warranty and warranty-period maintenance scope"
```
−### Elevator layout drawings shall not be released for fabrication, and dependent hoistway, pit, and structural work shall not proceed, until the layout submittal has been reviewed and returned without outstanding engineering questions.
+### The Contractor shall not release elevator equipment for fabrication, and the hoistway, pit and machine room shall not be constructed, until the layout drawings and structural reaction drawings have been reviewed and returned without open engineering comments.
+### The Engineer shall return the layout drawings without review where they are submitted without the structural reaction drawings and the power confirmation, and the Contractor shall bear the cost of the Engineer's review of the resubmittal.
+
+### A layout drawing reviewed without its reactions and its power confirmation is a drawing of a hoistway nobody has confirmed the structure can carry or the feeder can serve, and the three documents change together when the equipment changes. {note}
+
+## Informational Submittals {toc}
+
+### The Contractor shall submit the following for information before the pre-installation conference:
+
+- Elevator contractor license and the elevator mechanic licenses or certifications required by the jurisdiction for the mechanics assigned to the project
+- Evidence of the installer's authorization by the equipment manufacturer where the datasheet requires it
+- Qualification statement listing comparable completed installations with their drive type, rise and completion dates
+- Proposed acceptance test plan listing the tests of ASME A17.1 Section 8.10 to be performed, the witnessing arrangements and the test weights to be furnished
+- Manufacturer's installation instructions and the Maintenance Control Program documents for the equipment, which the Contractor retains on site for the duration of the installation
+
+```datasheet
+label: Required Informational Submittals
+type: checkbox
+options:
+ - "Contractor and mechanic licenses and certifications"
+ - "Manufacturer authorization of the installer"
+ - "Qualification statement with comparable completed installations"
+ - "Proposed acceptance test plan"
+ - "Manufacturer's installation instructions and Maintenance Control Program documents on site"
+default:
+ - "Contractor and mechanic licenses and certifications"
+ - "Qualification statement with comparable completed installations"
+ - "Proposed acceptance test plan"
+ - "Manufacturer's installation instructions and Maintenance Control Program documents on site"
+```
+
## Closeout Submittals {toc}
−### Closeout submittals are delivered at substantial completion and hand the Owner the documentation needed to operate, maintain, inspect, and service the elevators over their service life. {note}
+### The Contractor shall submit the following before the elevators are accepted:
−### The Contractor shall provide the following closeout submittals at substantial completion:
−- Operation and maintenance manuals, including adjustment data, lubrication schedule, and troubleshooting procedures
−- As-built wiring diagrams and the straight-line (point-to-point) wiring diagram for each elevator, furnished in the machine room or controller space
−- Maintenance Control Program (MCP) documentation required by ASME A17.1 for the equipment as installed
−- Acceptance inspection and test records witnessed by the authority having jurisdiction, with the certificate of operation
−- Final firefighters' emergency operation test record and the fire alarm interface verification record
−- Counterweight filler weight and balance record, governor and safety set data, and buffer test data
−- Keys, special tools, and the keyed-switch and fire-service key set, transmitted to the Owner
+- Certificate of operation or its equivalent issued by the authority having jurisdiction for each elevator
+- Record of the acceptance inspection and tests witnessed by the authority having jurisdiction, with the governor tripping speeds, safety and buffer test results, rated load and balance test results and, for a hydraulic elevator, the relief pressure and leakage test results
+- Record of the firefighters' emergency operation test and the fire alarm interface verification signed by the elevator and fire alarm contractors
+- Record of the standby power operation test
+- Ride quality and leveling measurements where the datasheet requires them
+- Record wiring diagrams for each elevator, as installed, with a straight-line diagram kept in the machine room or control space
+- Maintenance Control Program documents required by ASME A17.1 Section 8.6 for the equipment as installed
+- Operation and maintenance manual covering normal operation, emergency operations, adjustment, lubrication and troubleshooting
+- Keys for the firefighters' and other keyed switches, car and hoistway access keys, and the diagnostic tool, software access and credentials the datasheet requires
+- Written warranty documents and the callback contact information for the warranty period
```datasheet
−label: Closeout Submittals Required
+label: Required Closeout Submittals
type: checkbox
options:
− - "Operation and maintenance manuals with adjustment data"
− - "As-built and straight-line wiring diagrams (in machine room)"
− - "Maintenance Control Program (MCP) documentation"
− - "Acceptance inspection / test records and certificate of operation"
− - "Firefighters' emergency operation and fire alarm interface test records"
− - "Counterweight balance, governor / safety, and buffer test data"
− - "Keys, special tools, and fire-service key set (to Owner)"
−default: "Acceptance inspection / test records and certificate of operation"
+ - "Certificate of operation for each elevator"
+ - "Acceptance inspection and test record"
+ - "Firefighters' emergency operation and fire alarm interface test record"
+ - "Standby power operation test record"
+ - "Ride quality and leveling measurements"
+ - "Record wiring diagrams with straight-line diagram in the machine room"
+ - "Maintenance Control Program documents"
+ - "Operation and maintenance manual"
+ - "Keys, diagnostic tool, software access and credentials"
+ - "Warranty documents and callback contact information"
+default:
+ - "Certificate of operation for each elevator"
+ - "Acceptance inspection and test record"
+ - "Firefighters' emergency operation and fire alarm interface test record"
+ - "Standby power operation test record"
+ - "Record wiring diagrams with straight-line diagram in the machine room"
+ - "Maintenance Control Program documents"
+ - "Operation and maintenance manual"
+ - "Keys, diagnostic tool, software access and credentials"
+ - "Warranty documents and callback contact information"
```
−### The Maintenance Control Program documentation required by ASME A17.1 shall be furnished to the Owner and kept on site, because the code requires it to be available for inspection and maintenance throughout the equipment's life.
−### Fire-service keys and the keyed-switch key set shall be transmitted directly to the Owner's designated representative and shall not be left in the controller or with the car.
+### Firefighters' service keys and the keys to keyed operating switches shall be transmitted to the Owner's designated representative against a signed receipt and shall not be left in the car, the controller or the machine room.
+### The Maintenance Control Program documents are the record ASME A17.1 requires to be available on site to the mechanic and the inspector for the life of the equipment, and a set that leaves with the installer leaves the next maintenance provider to reconstruct it. {note}
+
# Quality Assurance {toc}
## Manufacturer and Installer Qualifications {toc}
−### The elevator equipment shall be the product of a manufacturer regularly engaged in the production of elevators of the drive type, rated load, and rated speed specified, with equipment of comparable type in service.
+### The equipment shall be the product of a manufacturer that has produced elevators of the drive type and machine arrangement furnished for not less than the period indicated in the datasheet.
−### The installer shall be a firm that is authorized by the equipment manufacturer to install and adjust the equipment and that maintains a service organization capable of responding to the project location.
+```datasheet
+label: Minimum Manufacturer Experience with the Furnished Drive Type
+type: range
+unit: years
+min: 0
+max: 25
+step: 1
+default: 5
+```
−### Mechanics and helpers performing the installation shall be qualified for elevator work as required by the authority having jurisdiction.
+### The relationship between the installer and the equipment manufacturer shall be as indicated in the datasheet.
−## Regulatory Approvals {toc}
+```datasheet
+label: Installer Relationship to the Manufacturer
+type: radio
+options:
+ - "The manufacturer's own installation organization"
+ - "An independent elevator contractor authorized by the manufacturer for the equipment furnished"
+ - "Any elevator contractor licensed in the jurisdiction"
+default: "An independent elevator contractor authorized by the manufacturer for the equipment furnished"
+```
−### Elevator permits, the acceptance inspection, and the certificate of operation are issued by the authority having jurisdiction, and the work is not complete until that certificate is issued. {note}
+### A manufacturer's own installation force carries the factory's training and parts channel and ties the installation and the maintenance to one company, which is the arrangement most of the major manufacturers sell. An authorized independent installer gives the Owner a maintenance market after the warranty while keeping the manufacturer's support for the installation. An unrestricted licensed contractor widens bidding and suits non-proprietary equipment whose controller and parts are openly available, and it leaves the Owner to judge whether the installer can obtain support for the controller furnished. {note}
+### The installing contractor shall hold the elevator contractor license the jurisdiction requires for the duration of the work.
+
+### Mechanics performing the installation shall hold the license or certification the jurisdiction requires for elevator work, and apprentices shall work under the direct supervision of a licensed mechanic.
+
+### The installing contractor shall maintain a service office able to reach the site within the callback response time indicated under Maintenance During the Warranty Period.
+
+## Permits, Inspection and Acceptance Authority {toc}
+
+### The authority having jurisdiction over elevators is frequently a state or municipal elevator division rather than the building department, and it issues the installation permit, witnesses the acceptance tests and issues the certificate that lets the car carry the public. The work is not complete until that certificate exists. {note}
+
### The Contractor shall obtain the elevator installation permit before installation begins.
−### The Contractor shall arrange and pay for the acceptance inspection and witnessed acceptance tests by the authority having jurisdiction.
−### The Contractor shall obtain the certificate of operation before the elevators are placed in service for the Owner's beneficial use.
+### The Contractor shall schedule, arrange and pay for the acceptance inspection and the witnessed acceptance tests by the authority having jurisdiction, including the test weights and instruments.
+
+### The Contractor shall obtain the certificate of operation or its equivalent for each elevator before the elevator is placed in service for the Owner's use.
+
+### Where the authority having jurisdiction requires a re-inspection because the work failed the acceptance inspection, the Contractor shall bear the cost of the re-inspection.
+
## Component Listing {toc}
−### Electrical protective devices, controllers, operating devices, and the wiring of the elevator shall be of components evaluated and listed to ASME A17.5/CSA B44.1 so that the assembled equipment satisfies the electrical safety basis the elevator code relies on. {note}
+### Controllers, operating devices, electrical protective devices and the car and hoistway wiring shall be listed and labeled to ASME A17.5/CSA B44.1.
−### Controllers, operating devices, and electrical protective devices shall be listed and labeled to ASME A17.5/CSA B44.1.
−### The completed installation shall comply with NFPA 70 Article 620 for the wiring, disconnecting means, and clearances of the elevator electrical system.
+### The complete electrical installation of the elevator shall comply with NFPA 70 Article 620.
−# Service and Traffic Conditions {toc}
+### Hoistway entrance assemblies shall be labeled fire door assemblies tested to UL 10B.
−## An elevator is selected from the building's rise, its population, the demand profile of its busiest period, and the entering power and environmental conditions of the spaces it serves. {note}
−## Under-selecting capacity, speed, or quantity produces long waits and crowding that cannot be corrected after construction without replacing equipment; this section fixes the service basis before the equipment is selected. {note}
+### Where the Contractor proposes equipment designed under the performance-based route of ASME A17.7/CSA B44.7, the Contractor shall submit the certification of the Accredited Elevator/Escalator Certification Organization with the product data, and the equipment shall not be ordered until the authority having jurisdiction has accepted that certification in writing.
−## Building Rise and Stops {toc}
+## Pre-Installation Conference {toc}
−### The number of stops, the floor-to-floor heights, and the total rise (travel) determine the achievable speed, the suspension and roping arrangement, and whether a hydraulic drive is even feasible. {note}
+### The Contractor shall convene a pre-installation conference after the layout drawings are returned and before the hoistway walls are closed, attended by the parties indicated in the datasheet.
−### The total travel and the number and arrangement of stops and openings (front, rear, or side) shall be [[drawing: as indicated on the elevator schedule and building sections]].
+```datasheet
+label: Required Pre-Installation Conference Attendees
+type: checkbox
+options:
+ - "Elevator contractor and the mechanic in charge"
+ - "General contractor"
+ - "Hoistway and machine room construction trades"
+ - "Electrical contractor"
+ - "Fire alarm contractor"
+ - "Sprinkler contractor"
+ - "Mechanical contractor"
+ - "Plumbing contractor"
+ - "Engineer of Record and the Architect"
+ - "Elevator consultant"
+ - "Owner's representative"
+ - "Authority having jurisdiction"
+default:
+ - "Elevator contractor and the mechanic in charge"
+ - "General contractor"
+ - "Hoistway and machine room construction trades"
+ - "Electrical contractor"
+ - "Fire alarm contractor"
+ - "Sprinkler contractor"
+ - "Mechanical contractor"
+ - "Engineer of Record and the Architect"
+ - "Owner's representative"
+```
−## Traffic Analysis {toc}
+### The hoistway dimensions and plumbness tolerance, the rail bracket supports, the entrance rough openings, the pit depth and sump, the machine room temperature range and heat release, the disconnecting means location, the fire alarm interface points and the sprinkler locations shall be reviewed at the conference against the approved layout drawings and recorded in the minutes.
−### For office, residential, and other population-driven buildings, a traffic analysis establishes whether the quantity, capacity, and speed meet a target interval and handling capacity during the peak five minutes; specifying an elevator without it risks a system that is undersized on the day it opens. {note}
+### The Contractor shall distribute conference minutes to every attendee and to the Engineer of Record within five business days of the conference.
−### Where the building type and population warrant it, the Contractor shall submit an up-peak (or two-way, as applicable) traffic analysis demonstrating that the elevator group meets the project's target average interval and five-minute handling capacity.
+# Service Basis and Site Conditions {toc}
+## Rise, Stops and Car Count {toc}
+
+### The number of cars, the landings and the front, rear or side openings each car serves, the floor-to-floor heights and the total rise are the building's traffic answer, settled by the traffic study and the plans before the equipment is chosen. They are read from the drawings here rather than selected, because the same car count cannot be right for two different buildings. {note}
+
+### The number of elevators, the landings and openings served by each, the floor-to-floor heights and the total travel shall be [[drawing: as indicated on the elevator schedule and the building sections]].
+
+### Where the datasheet requires a traffic study, the Contractor shall submit a study showing the average interval and five-minute handling capacity achieved by the cars, rated loads and rated speeds indicated on the drawings for the population and arrival pattern stated in the study.
+
```datasheet
−label: Traffic Analysis Required
+label: Elevator Traffic Study
type: radio
options:
− - "Required - population-driven building (office, residential, hotel, healthcare)"
− - "Not required - low-traffic building, quantity and size set by code and program"
−default: "Required - population-driven building (office, residential, hotel, healthcare)"
+ - "Required, prepared by the Contractor for the cars bid"
+ - "Required, prepared by the Owner's elevator consultant and furnished to the Contractor for information"
+ - "Not required"
+default: "Not required"
```
−## Environmental Conditions {toc}
+### A traffic study models the peak five minutes of the building's day against the proposed cars and reports how long a passenger waits and what fraction of the population the group can move. In an office, hotel, hospital or residential tower the study is what justifies the car count, and it is normally the Owner's consultant who prepares it before the drawings are issued. The Contractor's study checks that the equipment actually bid delivers what the consultant assumed, and the study is omitted where the building is low and lightly populated and the code and program set the car count without it. {note}
−### Solid-state controllers and machine-room-less drive components are sensitive to temperature; an unconditioned machine room or hoistway shuts the elevator down on a hot day and shortens component life. {note}
−### The controller, machine, and drive components shall operate within the manufacturer's published ambient temperature and humidity range, and the building shall provide the conditioning needed to maintain it. {note}
+## Rated Load and Rated Speed {toc}
−### The machine room or machinery space ambient temperature shall be maintained within the equipment manufacturer's published operating range by mechanical conditioning provided under the building HVAC work.
−### Dedicated cooling sized to remove the heat rejected by the machine, controller, and drive (as stated in the power confirmation submittal) shall be provided where the space cannot otherwise stay within the operating range.
+### Rated load and rated speed are set by the traffic study against the rise and the population, and ASME A17.1 ties the maximum inside platform area to the rated load so a car cannot be loaded beyond its rating. A load or speed chosen in a specification without that study is the number most often wrong on opening day, which is why both start deferred to the schedule. {note}
+### The rated load of each elevator shall be as indicated in the datasheet.
+
```datasheet
−label: Machine Room / Machinery Space Ambient Range
+label: Rated Load
type: range
−unit: °F
+unit: lb
+drawing_ref: "the elevator schedule"
+min: 1500
+max: 10000
+setpoints: [1500, 2000, 2100, 2500, 3000, 3500, 4000, 4500, 5000, 6000, 8000, 10000]
+default: deferred
+```
+
+### The rated speed of each elevator shall be as indicated in the datasheet.
+
+```datasheet
+label: Rated Speed
+type: range
+unit: fpm
+drawing_ref: "the elevator schedule"
+min: 75
+max: 2000
+setpoints: [75, 100, 125, 150, 200, 250, 300, 350, 400, 500, 700, 800, 1000, 1200, 1400, 1600, 1800, 2000]
+default: deferred
+```
+
+### The car inside platform dimensions and the car inside clear height shall be [[drawing: as indicated on the elevator schedule]].
+
+### The inside net platform area of each car shall not exceed the maximum that ASME A17.1 permits for its rated load.
+
+### Where [[parameter: adopted-building-code]] requires an elevator to accommodate an ambulance stretcher, the car so designated on the elevator schedule shall provide the stretcher accommodation the code requires and shall be identified with the symbol the code requires at each landing.
+
+### The car shall carry the rated load at the rated speed continuously for the duty the traffic study assumes without exceeding the temperature rating of the machine, drive or hydraulic fluid.
+
+## Electrical Supply {toc}
+
+### The supply voltage at the elevator disconnecting means shall be as indicated in the datasheet.
+
+```datasheet
+label: Supply Voltage and Phase
+type: select
options:
− min: 50
− max: 95
− setpoints: [50, 60, 70, 80, 90, 95]
−default: 90
+ - "208 V, 3Φ"
+ - "240 V, 3Φ"
+ - "480 V, 3Φ"
+ - "600 V, 3Φ"
+ - "208 V, 1Φ"
+ - "240 V, 1Φ"
+drawing_ref: "the electrical one-line diagram"
+default: deferred
```
−# Drive Type and Machine Arrangement {toc}
+### The elevator equipment shall operate at its rated performance with the supply voltage varying within the range ASME A17.5/CSA B44.1 permits for the rated voltage.
−## The drive type and machine arrangement is the governing equipment decision; it sets the achievable speed and rise, the energy use, the ride quality, the hoistway and pit geometry, and whether a separate machine room is required. {note}
+### The Contractor shall state the full-load current, the starting current and the demand of each elevator in the power confirmation submittal, and the feeder and disconnecting means shall be sized by the electrical work from those values.
−## Hydraulic Drive {toc}
+### The feeder to each elevator disconnecting means shall be furnished under [[sync/conductors-and-cables]].
−### A hydraulic elevator raises the car with a pump-and-jack system: an electric pump forces oil into a cylinder whose plunger lifts the car, and the car descends by gravity as oil is metered back to the tank. {note}
−### A holed (in-ground) hydraulic elevator places the cylinder in a drilled hole below the pit, requiring a casing and exposing the cylinder to soil and groundwater; a holeless hydraulic elevator places one or two cylinders alongside the car within the hoistway and needs no drilling. {note}
−### Hydraulic elevators are the economical choice for low-rise buildings of roughly two to five or six stops at speeds up to about 150 fpm, but they consume more energy per trip than traction and their rise and speed are limited. {note}
−### A holed hydraulic elevator's in-ground cylinder is difficult to inspect and a leak risks soil contamination; a holeless or a roped (2:1) hydraulic arrangement avoids the drilled hole and is preferred where the geotechnical or environmental conditions make drilling undesirable. {note}
+### The disconnecting means for each elevator, and the separate disconnecting means for the car lighting, receptacle and ventilation circuit that NFPA 70 Article 620 requires, shall be furnished under [[sync/enclosed-switches-and-disconnects]] and shall be located as NFPA 70 Article 620 requires.
−## Traction Drive {toc}
+### Where the elevator is equipped with battery-powered rescue operation or a regenerative drive, the Contractor shall furnish the auxiliary contact on the disconnecting means or the controller interlock that NFPA 70 Article 620 requires for that equipment, and shall identify it on the layout drawings.
−### A traction elevator suspends the car and a counterweight on opposite ends of suspension ropes or belts over a driving sheave; the counterweight balances the car so the machine moves only the load imbalance, which is why traction is far more energy-efficient than hydraulic. {note}
−### A geared traction machine drives the sheave through a reduction gearbox and serves mid-rise buildings at speeds up to roughly 350 to 500 fpm; a gearless traction machine drives the sheave directly and serves the highest speeds and rises with the best ride quality. {note}
−### A machine-room-less (MRL) traction elevator places a compact gearless or permanent-magnet machine within the hoistway (typically at the top), eliminating the separate machine room; MRL is now the predominant selection for low- and mid-rise buildings because it saves the machine-room floor area while delivering traction efficiency and ride quality. {note}
−### An MRL controller is still located in a code-compliant control space with the required access and working clearance; "machine-room-less" eliminates the machine room, not the controller's accessible location. {note}
+### A single-phase supply serves only the smallest hydraulic power units, and a 208 V three-phase supply roughly doubles the feeder current a 480 V supply would carry for the same machine, which matters on a long feeder from a distant electrical room. The voltage is a property of the building service and is read from the one-line diagram rather than chosen here. {note}
−### The drive type and machine arrangement shall be selected to suit the building rise, rated speed, and traffic: hydraulic for low-rise low-speed service, MRL traction for low- and mid-rise service without a machine room, and geared or gearless traction for mid- and high-rise service.
+## Machine Room and Hoistway Environment {toc}
+### The controller, drive and machine shall operate within the ambient temperature and relative humidity range the manufacturer publishes, and the Contractor shall state that range and the heat released into each machine room, machinery space and control space in the power confirmation submittal.
+
+### The means of maintaining the machine room, machinery space and control space within the published range shall be as indicated in the datasheet, provided under the mechanical work.
+
```datasheet
−label: Drive Type and Machine Arrangement
+label: Machine Room and Control Space Conditioning
type: select
−drawing_ref: "elevator schedule"
options:
− - "Hydraulic - holeless (1 to 4 stops, no drilling)"
− - "Hydraulic - holed / in-ground (2 to 6 stops)"
− - "Hydraulic - roped 2:1 (extended rise without deep cylinder)"
− - "Traction - machine-room-less (MRL), gearless / permanent magnet"
− - "Traction - geared, separate machine room (mid-rise)"
− - "Traction - gearless, separate machine room (high-rise / high-speed)"
−default: "Traction - machine-room-less (MRL), gearless / permanent magnet"
+ - "Ventilation with outdoor air"
+ - "Dedicated split-system cooling unit"
+ - "Conditioned air from the building system"
+ - "Ventilation with a dedicated heater"
+drawing_ref: "the mechanical drawings"
+default: deferred
```
−### A holed (in-ground) hydraulic cylinder shall be provided with a PVC casing and a means to contain and detect oil leakage where the cylinder is installed below the water table or in environmentally sensitive soil.
−## Suspension Means {toc}
+### Where ventilation alone maintains the space, the mechanical design shall demonstrate that the space stays within the published range with the equipment releasing its stated heat at [[parameter: site-ambient-temperature-maximum]].
−### Traction suspension is by steel wire ropes or by coated steel suspension belts; coated-belt systems allow a smaller sheave and machine but are a manufacturer-specific component governed by ASME A17.6. {note}
+### Where a dedicated cooling unit is provided it shall comply with [[sync/split-system-air-conditioners]], and its condensate shall not be routed through the hoistway.
−### The traction suspension means shall be specified, in accordance with ASME A17.6, as steel wire rope or coated steel suspension belt.
+### A hoistway in which the controller or machine is located shall be maintained within the same published range as a machine room, and a hoistway that opens to an unconditioned parking level or to the exterior shall be treated as an unconditioned space in the mechanical design.
+### A solid-state drive derates and then shuts down on an over-temperature fault, and a hydraulic power unit whose fluid is cold levels poorly until it warms. The cheapest conditioning that holds the published range at the site's design conditions is the right amount, and which means that is depends on the heat the equipment releases and on the climate, both of which the mechanical design reads from the power confirmation. {note}
+
+# Drive and Machine Arrangement {toc}
+
+## Drive Type {toc}
+
+### The drive type of each elevator shall be as indicated in the datasheet.
+
```datasheet
−label: Traction Suspension Means
+label: Drive Type
type: radio
options:
− - "Steel wire rope (conventional)"
− - "Coated steel suspension belt (compact machine, per ASME A17.6)"
−default: "Steel wire rope (conventional)"
+ - "Hydraulic"
+ - "Traction"
```
−### Suspension, compensation, and governor systems shall comply with ASME A17.6.
+### A hydraulic elevator costs less to buy and to build around for a short rise, needs no overhead machine or counterweight, and places its loads on the pit floor rather than on the hoistway structure. It is limited in speed and in rise, uses more energy per trip because the machine lifts the whole car rather than the imbalance against a counterweight, releases that energy as heat into the fluid, and carries a jack and a reservoir of fluid that can leak. A traction elevator reaches any speed and rise the building needs, rides more smoothly at higher speed, and uses less energy, at a higher first cost and with the machine and counterweight loads carried by the hoistway structure. Where the rise, speed and traffic both families can serve overlap, which is roughly two to six stops at modest speed, the choice turns on first cost, energy, the geotechnical conditions under the pit and the Owner's view of a hydraulic fluid reservoir in the building. {note}
−# Capacity, Speed, and Performance {toc}
+### The Drive Type field decides the family; the arrangement within the family is decided in the two articles that follow, and the article that does not apply to the drive type selected is read as not applicable. {note}
−## Rated Load {toc}
+## Hydraulic Jack and Power Unit {toc}
−### Rated load is the load the elevator is designed and installed to lift, and ASME A17.1 ties the maximum inside car area to the rated load so that the car cannot be physically loaded beyond its rating. {note}
−### A passenger elevator of 3,500 lb is the common general-purpose office and mixed-use selection; 2,500 lb suits low-rise and residential service; 4,000 lb and above is selected where a stretcher, service traffic, or freight handling is required. {note}
−### Where the building must accommodate an ambulance stretcher, at least one elevator shall meet the code's stretcher-accommodation requirement, which sets a minimum car size larger than a base passenger car.
+### Requirements in this article apply where a hydraulic drive is selected.
+### The jack arrangement of a hydraulic elevator shall be as indicated in the datasheet.
+
```datasheet
−label: Rated Load
−type: range
−unit: lb
−drawing_ref: "elevator schedule"
+label: Hydraulic Jack Arrangement
+type: select
options:
− min: 2100
− max: 6000
− setpoints: [2100, 2500, 3000, 3500, 4000, 4500, 5000, 6000]
−default: 3500
+ - "Holed, direct-acting jack below the car in a drilled hole"
+ - "Holeless, direct-acting jacks beside the car"
+ - "Holeless, telescopic jacks beside the car"
+ - "Roped hydraulic, jack beside the car lifting through ropes"
+ - "Not applicable to a traction elevator"
```
−### The car inside net area shall not exceed the maximum allowed by ASME A17.1 for the rated load.
−### At least one elevator serving a building required to accommodate an ambulance stretcher shall provide the minimum car dimensions required for stretcher accommodation by the building code.
+### A holed jack sits in a cased hole drilled below the pit, serves the longest rise a hydraulic elevator can reach and leaves the hoistway free of jacks beside the car, and it puts a pressurized cylinder in contact with soil and groundwater where a leak is invisible until the fluid is gone. Holeless jacks beside the car avoid drilling and the buried cylinder and limit the rise to the jack length, with a telescopic jack extending that limit at some cost in leveling and ride. A roped hydraulic arrangement lifts the car through ropes from a short jack and reaches a longer rise without drilling, at the cost of the ropes, sheaves and safeties a direct-acting jack does not need. Where rock, contaminated soil or groundwater makes drilling undesirable, the holeless and roped arrangements are the ones that avoid it. {note}
−## Rated Speed {toc}
+### A holed jack shall be installed in a sealed casing of PVC or HDPE closed at the bottom and extended above the pit floor, with the annular space between the cylinder and the casing filled or sealed so that groundwater cannot contact the cylinder.
−### Rated speed is selected against the rise so that the longest run is made within an acceptable time; speed above what the rise can use is wasted cost, and speed below what the rise needs produces long trip times. {note}
−### Hydraulic elevators are limited to roughly 150 fpm; MRL and geared traction commonly run 150 to 500 fpm; gearless traction is selected above 500 fpm for tall buildings. {note}
+### Where the bottom of a holed jack is below [[parameter: seasonal-high-groundwater-elevation]], the casing shall be a sealed watertight assembly and the jack shall be fitted with a means of detecting fluid loss from the cylinder that places the elevator out of service.
−### Rated speed shall be selected with the rise so that the full-travel run time meets the project's performance target for the building type.
+### A holed jack shall be protected against corrosion by a factory-applied coating and by cathodic protection where the geotechnical report identifies corrosive soil.
+### The hydraulic fluid shall be as indicated in the datasheet.
+
```datasheet
−label: Rated Speed
−type: range
−unit: fpm
−drawing_ref: "elevator schedule"
+label: Hydraulic Fluid
+type: radio
options:
− min: 100
− max: 1200
− setpoints: [100, 125, 150, 200, 350, 500, 700, 1000, 1200]
−default: 350
+ - "Petroleum-based hydraulic fluid"
+ - "Biodegradable vegetable-based hydraulic fluid"
+ - "Not applicable to a traction elevator"
+default: "Petroleum-based hydraulic fluid"
```
−## Ride Performance {toc}
+### Petroleum fluid is the fluid the power units, seals and valves are designed around and is the norm. A biodegradable fluid limits the environmental consequence of a leak from a holed jack or a pit spill and is selected where the soil, an aquifer or the Owner's environmental policy makes that consequence a concern, and it costs more, requires the manufacturer's confirmation that the seals and valve are compatible with it, and has a narrower viscosity range across temperature. {note}
−### Ride quality - acceleration, jerk, and in-car vibration - is a measurable quality the Owner experiences every trip, and it distinguishes a well-adjusted installation from a rough one. {note}
+### The power unit shall include the pump and motor, the control valve, the reservoir, a muffler and a shutoff valve at the jack, and shall be furnished in the machine room or, for a machine-room-less hydraulic arrangement, in a cabinet at a landing or in the hoistway as ASME A17.1 permits.
−### The elevator shall deliver a smooth ride with controlled acceleration and jerk, and the in-car vibration and acceleration shall meet the performance criteria of the contract documents, evaluated by a method consistent with ISO 18738-1.
−### Floor-to-floor performance time and door operating times shall meet the values stated in the contract documents.
+### The piping between the power unit and the jack shall be steel pipe or hydraulic hose rated for the working pressure, with a pressure relief valve set as ASME A17.1 requires, and buried or concealed piping shall be sleeved so that it can be withdrawn.
+### A low-fluid, over-temperature or loss-of-pressure condition shall return the car to the lowest landing, open the doors and remove the car from service.
+
+### The power unit shall be mounted on isolation pads, and the piping shall be isolated from the building structure so that pump noise is not transmitted to occupied spaces.
+
+## Traction Machine and Suspension {toc}
+
+### Requirements in this article apply where a traction drive is selected.
+
+### The machine room arrangement of a traction elevator shall be as indicated in the datasheet.
+
```datasheet
−label: Leveling Accuracy at Floor
−type: range
−unit: in
+label: Traction Machine Room Arrangement
+type: select
options:
− min: 0.125
− max: 0.5
− setpoints: [0.125, 0.1875, 0.25, 0.375, 0.5]
−default: 0.25
+ - "Machine-room-less, machine in the hoistway overhead"
+ - "Machine-room-less, machine in the pit or beside the hoistway at the lowest landing"
+ - "Overhead machine room above the hoistway"
+ - "Basement or adjacent machine room beside the hoistway"
+ - "Not applicable to a hydraulic elevator"
```
−### Each car shall be equipped with a self-leveling feature that automatically brings and maintains the car at the landing within 1/2 in. under rated loading to no-load conditions, as required by the ADA Standards.
+### A machine-room-less arrangement places a compact gearless machine on the rails or a bracket inside the hoistway and the controller in a cabinet at a landing or in a small control space, saving the machine room floor area and the roof penthouse, and it has become the common selection for low- and mid-rise traction. It limits the machine to the sizes that fit the hoistway, requires that the hoistway be conditioned like a machine room, and puts maintenance access on the car top or at a landing cabinet. An overhead machine room accepts any machine size and speed, keeps the machine and controller in one room with floor access, and costs a room and a penthouse. A basement machine room avoids the penthouse at the cost of longer roping, a deflector sheave and the overhead beams it still requires. {note}
−# Controller and Dispatching {toc}
+### The machine type of a traction elevator shall be as indicated in the datasheet.
−## The controller is the elevator's brain: it commands the drive, sequences the doors, answers car and hall calls, runs the dispatching logic for a group, and executes the emergency operations. {note}
+```datasheet
+label: Traction Machine Type
+type: radio
+options:
+ - "Gearless permanent-magnet synchronous machine"
+ - "Gearless induction machine"
+ - "Geared machine with worm or helical reduction"
+ - "Not applicable to a hydraulic elevator"
+```
−## Control System {toc}
+### A gearless permanent-magnet machine drives the sheave directly, is the smallest and most efficient machine for its torque, runs at any speed from the lowest to the highest the building needs, and is the machine in nearly every machine-room-less elevator. A gearless induction machine offers the same direct drive at larger sizes and speeds without permanent magnets, at a larger size for the same torque. A geared machine reaches the sheave through a reduction gear, costs less at low speed and modest load, and carries the gear's losses, oil and wear, which is why it has receded to the low-speed machine-room installations where its price advantage survives. {note}
−### Modern elevators use microprocessor-based controllers with a closed-loop variable-voltage variable-frequency (VVVF) drive for traction, or a soft-start and solid-state valve control for hydraulic, giving smooth acceleration and accurate leveling. {note}
+### The roping ratio shall be as indicated in the datasheet.
−### The controller shall be microprocessor-based and shall execute all operating, signaling, and emergency functions required by this standard and by ASME A17.1.
+```datasheet
+label: Roping Ratio
+type: radio
+options:
+ - "1:1"
+ - "2:1"
+ - "4:1"
+ - "Not applicable to a hydraulic elevator"
+default: manufacturer
+```
+### A 1:1 roping moves the car at sheave speed and suits a large machine in a machine room, a 2:1 roping halves the rope speed and the machine torque for a given car speed and is what lets a compact machine serve a machine-room-less hoistway, and a 4:1 roping serves the heaviest service cars at low speed. The ratio follows from the machine the manufacturer selects for the load and speed and is left to the manufacturer unless the project has a reason to constrain it. {note}
+
+### The suspension means shall be as indicated in the datasheet.
+
```datasheet
−label: Control System
−type: select
+label: Suspension Means
+type: radio
options:
− - "Microprocessor control with closed-loop VVVF drive (traction)"
− - "Microprocessor control with soft-start and electronic valve (hydraulic)"
− - "Microprocessor control with VVVF on a submersible pump (hydraulic VVVF)"
−default: "Microprocessor control with closed-loop VVVF drive (traction)"
+ - "Steel wire ropes"
+ - "Coated-steel belts"
+ - "Not applicable to a hydraulic elevator"
```
−## Dispatching {toc}
+### Steel wire ropes are the suspension every manufacturer offers, are inspected by the methods every elevator mechanic knows, and wear in a way a visual inspection and a diameter gauge can follow. Coated-steel belts run over a smaller sheave, which is what permits the smallest machine-room-less machines, run more quietly and do not need lubrication, and their condition is monitored electrically rather than visually because the steel cords are inside a polyurethane jacket, which ties the Owner to the manufacturer's monitoring and replacement belts. The suspension and its means of monitoring are governed by ASME A17.6 whichever is selected. {note}
−### A single car uses simple selective-collective operation; two or more cars serving common floors are grouped under a dispatcher that assigns calls to minimize wait and travel time across the group. {note}
−### Destination dispatch, where passengers enter their destination at a hall terminal and are grouped by destination, raises handling capacity in tall, busy buildings but changes the lobby experience and the fixture set, and is a deliberate selection rather than a default. {note}
+### Suspension, compensation and governor systems shall comply with ASME A17.6.
−### The dispatching method shall be specified based on the number of cars in the group and the building's traffic demand.
+### Where coated-steel belts are furnished, the controller shall monitor the condition of the belts continuously and shall remove the elevator from service when the manufacturer's replacement criterion is reached.
+### Where the rise and speed require it under ASME A17.1, compensation ropes or chains shall be provided, and traveling cables shall be guided so that they cannot contact the counterweight or the car on their travel.
+
+### The machine shall be fitted with a brake that holds the car with the rated load and the test overload ASME A17.1 requires, and with the emergency brake or ascending car overspeed and unintended movement protection the code requires for the arrangement furnished.
+
+## Regenerative Drive {toc}
+
+### Whether the traction drive is regenerative shall be as indicated in the datasheet.
+
```datasheet
−label: Dispatching
−type: select
+label: Regenerative Drive
+type: radio
options:
− - "Single automatic - selective-collective (one car)"
− - "Group automatic - 2 to 4 cars, conventional up/down hall calls"
− - "Group automatic - 5 or more cars, conventional hall calls"
− - "Destination dispatch (hall destination entry, grouped by destination)"
−default: "Group automatic - 2 to 4 cars, conventional up/down hall calls"
+ - "Regenerative drive returning energy to the building supply"
+ - "Non-regenerative drive dissipating braking energy in resistors"
+ - "Not applicable to a hydraulic elevator"
```
−### Where two or more cars serve common landings, they shall operate as a group under a common dispatcher.
−### The number of cars in each group and the floors each car serves shall be [[drawing: as indicated on the elevator schedule]].
+### An overhauling load, a full car descending or an empty car rising, drives the machine as a generator. A regenerative drive feeds that energy back into the building and reduces both the energy bill and the heat released into the machine space, and it must be coordinated with the electrical design because it returns current and harmonics through the feeder and cannot regenerate into a generator or an uninterruptible supply that will not accept reverse power. A non-regenerative drive dissipates the same energy as heat in resistors in the machine space, which the conditioning must then remove. The energy saved grows with the rise, the speed and the traffic, and on a short, lightly used rise it may not repay the premium. {note}
−## Remote Monitoring {toc}
+### Where a regenerative drive is furnished, the Contractor shall state the regenerated power and the harmonic distortion at the feeder in the power confirmation submittal, and the drive shall cease regenerating and dissipate braking energy internally when the elevator is operating on standby power unless the standby source is confirmed in writing to accept reverse power.
−### Remote monitoring lets the service organization see faults and performance without a site visit and shortens response time, but where it connects the controller to a network it introduces a cybersecurity exposure that ASME A17.1 now addresses; the connection shall be coordinated with the Owner's network security requirements. {note}
+# Controller and Operation {toc}
−### Where a remote monitoring or remote interaction connection is provided, it shall comply with the cybersecurity provisions of ASME A17.1 and shall be coordinated with the Owner's information-security requirements.
+## Controller and Motor Drive {toc}
+### The controller shall be a microprocessor-based controller executing the operating, signaling, dispatching and emergency functions this standard and ASME A17.1 require, with fault logging that records each fault with its time and the car position.
+
+### A traction elevator shall be driven by a closed-loop variable-voltage variable-frequency drive with velocity feedback from the machine, giving controlled acceleration, deceleration and jerk and direct approach to the landing without a leveling creep.
+
+### The motor control of a hydraulic power unit shall be as indicated in the datasheet.
+
```datasheet
+label: Hydraulic Pump Motor Control
+type: radio
+options:
+ - "Reduced-voltage starter with an electronic control valve"
+ - "Variable-frequency pump motor drive"
+ - "Not applicable to a traction elevator"
+default: "Reduced-voltage starter with an electronic control valve"
+```
+
+### A reduced-voltage starter with an electronic control valve is the conventional hydraulic arrangement and the norm: the pump runs at full speed and the valve meters the flow for acceleration, leveling and descent. A variable-frequency pump drive controls speed at the motor, cuts the starting current that sizes the feeder and the standby source, reduces the heat put into the fluid and improves leveling in cold fluid, and it costs more and adds a drive to the control space that must be kept within its own temperature range. {note}
+
+### The controller shall store its parameters in non-volatile memory and shall restore them without a service tool after a loss of power.
+
+### The controller shall provide a means of placing the elevator on inspection operation, hoistway access operation and independent service as ASME A17.1 requires, and the inspection operation shall be available from the car top, the pit and the controller.
+
+## Group Operation and Hall Call Entry {toc}
+
+### A single car shall operate on selective-collective automatic operation, answering car calls and hall calls in the direction of travel and reversing at the last call.
+
+### Cars serving common landings shall operate as a group under a dispatcher that assigns each hall call to the car that minimizes the waiting time of the group, and a car removed from the group for inspection, independent service or a fault shall be removed from dispatching without disturbing the remaining cars.
+
+### The number of cars in each group and the landings each car in the group serves shall be [[drawing: as indicated on the elevator schedule]].
+
+### The method of entering hall calls shall be as indicated in the datasheet.
+
+```datasheet
+label: Hall Call Entry Method
+type: radio
+options:
+ - "Conventional up and down hall buttons at each landing"
+ - "Destination entry at every landing"
+ - "Destination entry at the main landing with conventional hall buttons at the other landings"
+default: "Conventional up and down hall buttons at each landing"
+```
+
+### Conventional hall buttons are what every passenger knows and are the norm; a passenger calls a car and selects the floor inside. Destination entry asks the passenger for the floor at a hall keypad or touchscreen and assigns a car by destination, so passengers bound for the same floors ride together and the group makes fewer stops. In a large group in a busy building it raises handling capacity by a margin a conventional group cannot reach, and it does nothing for a single car or a pair. It changes the lobby fixtures, the car fixtures and the way visitors use the building, it must be made accessible to a passenger who cannot see the display, and it ties the hall fixtures to the manufacturer's dispatcher. Destination entry at the main landing alone captures most of the up-peak benefit where the upper landings have little inter-floor traffic. {note}
+
+### Where destination entry is furnished, the hall terminals shall provide the accessible destination entry, audible confirmation and car identification that ICC A117.1 and the ADA Standards require, and shall indicate the assigned car to the passenger at the terminal and at the car entrance.
+
+### Where destination entry is furnished, the group shall revert to conventional operation or to a defined fallback from the car operating panel when the hall terminals fail, and the fallback shall be stated in the product data.
+
+## Operating Features {toc}
+
+### The operating features furnished on each car shall be as indicated in the datasheet.
+
+```datasheet
+label: Operating Features
+type: checkbox
+options:
+ - "Independent service from a keyed switch in the car"
+ - "Attendant operation"
+ - "Hospital emergency service with keyed hall switches"
+ - "Card reader provision for floor lockout under the Owner's access control"
+ - "Floor lockout by time schedule from the controller"
+ - "Anti-nuisance car call cancelling on load weighing"
+ - "Load weighing bypass of hall calls at a set load"
+ - "Automatic return to a home landing when idle"
+ - "Sabbath operation"
+ - "Energy-saving standby that dims car lighting and stops the fan when idle"
+default:
+ - "Independent service from a keyed switch in the car"
+ - "Anti-nuisance car call cancelling on load weighing"
+ - "Load weighing bypass of hall calls at a set load"
+ - "Energy-saving standby that dims car lighting and stops the fan when idle"
+```
+
+### Hospital emergency service places a car under the control of a keyed hall switch so that staff can bring it to a floor and hold it, and it is the feature a healthcare occupancy specifies for the stretcher car. Card reader provision means the controller accepts a dry contact or a serial input from the Owner's access control system to lock and unlock floors, with the reader and its wiring furnished under the access control work; floor lockout by time schedule does the same from the controller's own clock without a reader. Attendant operation exists for the building that staffs its elevators, which is rare. {note}
+
+### Where card reader provision is selected, the Contractor shall furnish the reader mounting provision in the car operating panel and the interface terminals at the controller, and the access control contractor shall furnish the reader and its cable in the traveling cable space the Contractor reserves.
+
+## Remote Monitoring {toc}
+
+### Whether a remote monitoring connection is provided shall be as indicated in the datasheet.
+
+```datasheet
label: Remote Monitoring
type: radio
options:
− - "Provide remote monitoring / diagnostics interface"
− - "Not required"
−default: "Provide remote monitoring / diagnostics interface"
+ - "Provided"
+ - "Not provided"
```
−# Doors and Entrances {toc}
+### The communication path for remote monitoring shall be as indicated in the datasheet.
−## The door operator and entrances are the elevator's most exercised mechanical system and the part the passenger touches most; their type sets the opening width, the lobby appearance, and the dwell experience. {note}
+```datasheet
+label: Remote Monitoring Communication Path
+type: radio
+options:
+ - "Cellular modem furnished and maintained by the elevator contractor"
+ - "The Owner's network through a connection the Owner provides at the controller"
+ - "Not applicable, remote monitoring not provided"
+```
−## Door Operator {toc}
+### Remote monitoring reports faults, door cycles and performance to the service organization so that a developing problem is seen before the callback, and it is how a manufacturer's maintenance contract increasingly works. A cellular modem keeps the connection off the Owner's network and leaves its security and its bill with the elevator contractor, and it depends on signal in the machine space. A connection on the Owner's network costs nothing to carry and puts the controller inside the Owner's security perimeter, where the Owner's information security policy governs what the connection may do. {note}
−### A closed-loop (VVVF) door operator gives quiet, fast, and reliably reversing door operation and is the current standard; it is far less prone to the nuisance reversals and slow operation of older operators. {note}
+### Where a remote monitoring connection is provided, it shall comply with the cybersecurity provisions of ASME A17.1 and shall not permit remote operation of the car or alteration of safety parameters.
−### Each car and hoistway door shall be power-operated by a door operator that opens and closes the doors in coordinated motion.
+### The Contractor shall replace every default and vendor-supplied credential on the controller and the monitoring connection before acceptance testing begins and shall record the accounts created in the closeout documentation.
+## Controller Enclosure {toc}
+
+### The controller enclosure rating shall be as indicated in the datasheet.
+
```datasheet
−label: Door Operator
+label: Controller Enclosure Rating
+type: select
+options:
+ - "NEMA Type 1"
+ - "NEMA Type 12"
+ - "NEMA Type 3R"
+ - "NEMA Type 4"
+ - "NEMA Type 4X"
+default: "NEMA Type 1"
+```
+
+### A Type 1 enclosure in a dry, conditioned machine room or control space is the norm. Type 12 adds a gasketed door against dust and dripping water for a machine room that doubles as a mechanical room. Type 3R is for a controller cabinet exposed to weather, Type 4 for one that is hosed down, and Type 4X for a corrosive atmosphere such as a parking structure exposed to de-icing salt or a coastal exterior cabinet. The controller's own ventilation and the published temperature range still have to be met inside whichever enclosure is selected. {note}
+
+### A controller cabinet located outdoors or in a space open to the weather shall be rated NEMA Type 3R or better and shall be heated and ventilated to the published range.
+
+### A controller cabinet in a parking structure or other location exposed to de-icing salt, washdown or a corrosive atmosphere shall be rated NEMA Type 4X.
+
+# Ride Performance and Leveling {toc}
+
+## Leveling Accuracy {toc}
+
+### Each car shall stop and re-level automatically at each landing within the leveling accuracy indicated in the datasheet from no load to rated load.
+
+```datasheet
+label: Leveling Accuracy
+unit: in
+type: range
+min: 0.125
+max: 0.5
+setpoints: [0.125, 0.25, 0.375, 0.5]
+default: 0.25
+```
+
+### ICC A117.1 and the ADA Standards set the outer limit of leveling, and a traction elevator with a closed-loop drive levels well inside it. A value of 1/4 in. is what most specifications ask and most equipment delivers; 1/8 in. is attainable on a gearless machine with direct approach and costs adjustment time, and a hydraulic elevator in cold fluid will hold 3/8 in. more easily than 1/4 in. until the fluid warms. {note}
+
+### The car shall re-level without opening the doors beyond the leveling zone when loading or unloading changes the car position, and shall re-level under rated load after rope stretch or fluid compression.
+
+## Ride Quality {toc}
+
+### The method of verifying ride quality shall be as indicated in the datasheet.
+
+```datasheet
+label: Ride Quality Verification
type: radio
options:
− - "Closed-loop (VVVF) high-performance door operator"
− - "Heavy-duty operator for freight / large openings"
−default: "Closed-loop (VVVF) high-performance door operator"
+ - "Measured in the car at acceptance with an instrument conforming to ISO 18738-1"
+ - "The manufacturer's published ride quality values accepted without field measurement"
+default: "The manufacturer's published ride quality values accepted without field measurement"
```
−## Door Configuration {toc}
+### Where ride quality is measured, the maximum horizontal vibration in the car at rated speed shall not exceed the value indicated in the datasheet.
−### Single-speed and two-speed side-opening doors suit passenger cars; center-opening doors cut door time and suit busy passenger service; freight cars commonly use vertical bi-parting doors. {note}
+```datasheet
+label: Maximum Horizontal Vibration
+type: range
+unit: milli-g peak-to-peak
+min: 8
+max: 30
+setpoints: [8, 10, 12, 15, 18, 20, 25, 30]
+```
−### The elevator door configuration shall be specified based on car type and traffic requirements, meeting the minimum clear opening required by the ADA Standards.
+### Where ride quality is measured, the sound level in the car at rated speed with the fan off shall not exceed the value indicated in the datasheet.
```datasheet
−label: Door Configuration
+label: Maximum In-Car Sound Level at Rated Speed
+type: range
+unit: dB(A)
+min: 48
+max: 65
+setpoints: [48, 50, 52, 55, 58, 60, 65]
+```
+
+### Ride quality is a property of the installation rather than of the catalog: rail alignment, rail joint finish, guide shoe adjustment and hoistway air pressure decide most of it after the machine is chosen. Measurement makes the Contractor's adjustment accountable to a number, and it costs an instrument and a day of the Contractor's and the Engineer's time per car, which is why it is accepted on the published values where the Owner's expectation is ordinary. A limit near 10 milli-g and 50 dB(A) is what a premium office tower asks of a gearless installation; a limit near 20 milli-g and 58 dB(A) is what a hydraulic or a low-speed geared installation can be held to without re-aligning the rails. {note}
+
+### Acceleration and deceleration shall be adjusted so that the car reaches rated speed and stops without perceptible jerk, and the floor-to-floor time between typical adjacent landings stated in the product data shall be achieved at acceptance.
+
+# Entrances and Doors {toc}
+
+## Door Opening Type and Size {toc}
+
+### The door opening type shall be as indicated in the datasheet.
+
+```datasheet
+label: Door Opening Type
type: select
−drawing_ref: "elevator schedule"
options:
− - "Single-speed side-opening (passenger, narrow opening)"
− - "Two-speed side-opening (passenger)"
− - "Center-opening (passenger, high traffic)"
− - "Two-speed center-opening (wide passenger opening)"
− - "Vertical bi-parting (freight)"
−default: "Center-opening (passenger, high traffic)"
+ - "Single-speed side-opening"
+ - "Two-speed side-opening"
+ - "Single-speed center-opening"
+ - "Two-speed center-opening"
```
+### A center-opening door clears the opening in half the panel travel of a side-opening door of the same width and so cuts the door time on every stop, which on a busy car is where the trip time goes, and it needs a wider car for the panels to park beside the opening. A side-opening door suits a narrow car and a wide opening and is common on hydraulic and service cars. A two-speed door stacks two panels per side that travel at different speeds and clears a wide opening in a shallow door pocket, at the cost of more hangers, more adjustment and more noise than a single-speed door. {note}
+
+### The clear door opening width shall be as indicated in the datasheet.
+
```datasheet
label: Clear Door Opening Width
type: range
unit: in
−drawing_ref: "elevator schedule"
−options:
− min: 36
− max: 60
− setpoints: [36, 42, 48, 54, 60]
−default: 42
+drawing_ref: "the elevator schedule"
+min: 32
+max: 60
+setpoints: [32, 36, 42, 48, 54, 60]
+default: deferred
```
−### The clear door opening shall be not less than 36 in. for an accessible passenger elevator, as required by the ADA Standards.
+### The clear door opening height shall be as indicated in the datasheet.
−## Door Protection {toc}
+```datasheet
+label: Clear Door Opening Height
+type: range
+unit: in
+drawing_ref: "the elevator schedule"
+min: 84
+max: 120
+setpoints: [84, 96, 108, 120]
+default: deferred
+```
−### A multi-beam (curtain-of-light) reopening device senses a person or object across the full door height and reopens the doors without contact, and it has become the expected level of protection on passenger elevators. {note}
+### The clear door opening of a car on an accessible route shall be not less than ICC A117.1 and the ADA Standards require.
−### Passenger car doors shall be protected by a non-contact, multi-beam reopening device that reopens the doors when the path is obstructed.
+## Door Operator and Door Protection {toc}
+### Car and hoistway doors shall be power operated by a closed-loop door operator with a variable-frequency or direct-current motor and position feedback that opens and closes the car and hoistway doors together, with the opening, closing and dwell times adjustable at the controller.
+
+### The door operator shall limit the kinetic energy and the closing force of the doors to the values ASME A17.1 permits and shall reverse the doors on the detection of a passenger or object in the opening.
+
+### The door reopening device shall be as indicated in the datasheet.
+
```datasheet
label: Door Reopening Device
−type: select
+type: radio
options:
− - "Multi-beam (full-height curtain of light), non-contact"
− - "Multi-beam plus mechanical safety edge"
− - "Mechanical safety edge only (freight / heavy duty)"
−default: "Multi-beam (full-height curtain of light), non-contact"
+ - "Infrared multi-beam curtain across the full door height"
+ - "Infrared multi-beam curtain with a mechanical safety edge"
+ - "Three-dimensional infrared detection extending into the landing"
+default: "Infrared multi-beam curtain across the full door height"
```
−### Door dwell and nudging times shall comply with the minimum door-timing requirements of the ADA Standards and ICC A117.1.
−## Entrances {toc}
+### A multi-beam curtain sees a passenger or object anywhere in the plane of the doors without contact and is the device every passenger elevator now carries. Adding a mechanical safety edge keeps a reopening means that works when the curtain is blinded by dust, sunlight at a glass-walled lobby or a fault, and it is the arrangement specified for service cars whose doors meet carts. Three-dimensional detection looks out into the landing and reopens before the passenger reaches the sill, which shortens the dwell a group can run on and protects a slow passenger, and it is more exposed to nuisance reopening from traffic passing the entrance. {note}
−### Hoistway entrance assemblies shall carry the fire-protection rating required for the hoistway enclosure by the building code, and the fire rating of the entrance shall match the rating of the surrounding wall. {note}
+### Door nudging shall be provided that, after an adjustable interval during which the reopening device remains obstructed, sounds a buzzer and closes the doors at reduced speed and force as ASME A17.1 permits.
−### Hoistway entrances shall be fire-rated assemblies labeled to the rating required for the hoistway enclosure by the building code.
+### Door dwell times shall be adjustable at the controller and shall meet the minimum dwell that ICC A117.1 and the ADA Standards require at every landing.
+### The door operator and its reopening device shall be adjusted at acceptance so that the door opening time, closing time and dwell stated in the product data are achieved at every landing.
+
+## Hoistway Entrances {toc}
+
+### Each hoistway entrance shall be a labeled fire door assembly comprising the frame, the door panels, the sill, the hanger and track, the struts and the fascia and dust cover, furnished and installed by the Contractor.
+
+### Hoistway entrance assemblies shall carry the fire protection rating that [[parameter: adopted-building-code]] requires for an opening in a shaft enclosure of the rating indicated on [[drawing: the life safety plans]].
+
+### The hoistway enclosure itself is a fire-resistance-rated assembly specified under [[sync/fire-rated-wall-and-floor-assemblies]], and its rating fixes the entrance rating by the code's opening protective table. Neither is a project choice once the building is laid out, so the rating is read from the life safety plans rather than selected here. {note}
+
+### Hoistway door panels shall be flush hollow metal panels of cold-rolled steel sheet to ASTM A1008 of not less than 16 gauge, reinforced at the hangers and sound-deadened, with a sight guard on the leading edge of a side-opening panel.
+
+### Entrance frames shall be formed steel of not less than 14 gauge or stainless steel of not less than 14 gauge, with an integral or applied jamb return at each side and a head, and shall be anchored to the hoistway wall at not more than 24 in. on center and grouted or filled as the label requires.
+
+### The hoistway door sills shall be as indicated in the datasheet.
+
```datasheet
−label: Entrance Fire Rating
−type: radio
−drawing_ref: "code analysis"
+label: Hoistway and Car Sill Material
+type: select
options:
− - "1-1/2 hour (B label) - typical hoistway enclosure"
− - "1 hour"
− - "Other rating per the building code analysis"
−default: "1-1/2 hour (B label) - typical hoistway enclosure"
+ - "Extruded aluminum"
+ - "Extruded nickel silver"
+ - "Stainless steel"
+ - "Extruded bronze"
```
−### Each entrance shall include a sill, the fire-rated door panels, the frame, and the hangers and tracks as a labeled assembly.
+### Aluminum sills cost least and wear visibly where a service car's carts cross them. Nickel silver resists that wear and keeps its finish under traffic, and it is the sill most passenger specifications call for at a finished lobby. Stainless steel and bronze are selected to match the entrance and cab finish where those metals are used, and bronze is softer than nickel silver under cart traffic. {note}
+
+### Each hoistway door shall be fitted with an interlock complying with ASME A17.1 that prevents the car from moving away from the landing unless the hoistway door is closed and locked, and that prevents the hoistway door from being opened from the landing unless the car is in the leveling zone.
+
+### Each hoistway door shall be provided with a door closer or a self-closing mechanism so that a hoistway door left open at a landing closes itself, and with an emergency unlocking device at the landings ASME A17.1 requires.
+
+### The hoistway door at each landing shall carry, where [[parameter: adopted-building-code]] requires it, the fire emergency sign directing occupants to the stairs, the sign being furnished under [[sync/signage-and-egress-markings]] and its location coordinated with the Contractor.
+
+## Entrance Finishes {toc}
+
+### The finish of the hoistway door panels and entrance frames at each landing shall be as indicated in the datasheet.
+
```datasheet
−label: Entrance Frame and Door Material / Finish
+label: Entrance Frame and Door Finish
type: select
−drawing_ref: "finish schedule"
options:
− - "Baked-enamel painted steel"
− - "Brushed (satin) stainless steel, No. 4 finish"
− - "Stainless steel with applied pattern / texture"
− - "Bronze or muntz metal (architectural)"
−default: "Brushed (satin) stainless steel, No. 4 finish"
+ - "Factory-applied baked enamel"
+ - "Factory-applied powder coat"
+ - "Stainless steel, No. 4 satin finish"
+ - "Stainless steel, No. 8 mirror finish"
+ - "Stainless steel with a rolled or etched pattern"
+ - "Satin bronze"
+ - "Prepared for field finish by others"
```
−# Cab Enclosure and Finishes {toc}
+### Painted or powder-coated entrances cost least, are the norm at service landings and at upper landings of a modest building, and show wear at the sill and strike jamb where carts and passengers touch them. Satin stainless steel is the finish most passenger lobbies carry because it hides fingerprints and wear and needs no refinishing. Mirror stainless shows every mark and is chosen for its appearance where the lobby is attended and cleaned. A patterned stainless hides marks better than either and costs more. Bronze suits a lobby finished in that metal and requires a lacquer or regular maintenance to hold its color. Prepared for field finish leaves a primed frame for the painter where the entrance is meant to disappear into the wall. {note}
−## The cab is the only part of the elevator most users ever see, and its enclosure, ceiling, lighting, flooring, and protection set the building's impression and its maintenance burden. {note}
+### Where the finish differs between landings, the finish at each landing shall be [[drawing: as indicated on the elevator schedule]], and the finish selected in the datasheet shall apply at every landing the schedule does not distinguish.
−## Cab Enclosure {toc}
+### Stainless steel shall be Type 304 to ASTM A666, and the finish grain of adjacent panels and frames shall run in the same direction.
+### Finished entrances shall be protected with a strippable film or a wrap from installation until final cleaning, and the Contractor shall replace any entrance component whose finish is damaged before acceptance.
+
+# Car Enclosure {toc}
+
+## Car Shell and Wall Panels {toc}
+
+### The car enclosure shall be a steel shell of cold-rolled sheet to ASTM A1008 of not less than 14 gauge, reinforced and sound-deadened, with a platform, a canopy with an emergency exit as ASME A17.1 requires and a front return and transom carrying the car door and the car operating panel.
+
+### The car interior finish materials shall meet the flame spread and smoke developed limits that ASME A17.1 sets for car enclosure materials, tested in accordance with ASTM E84.
+
+### The car wall panel finish shall be as indicated in the datasheet.
+
```datasheet
−label: Cab Wall Panel Finish
+label: Car Wall Panel Finish
type: select
−drawing_ref: "finish schedule"
options:
− - "Plastic laminate panels"
− - "Brushed (satin) stainless steel, No. 4 finish"
− - "Painted steel"
− - "Stainless steel with applied pattern / texture"
− - "Architectural panels (stone, wood veneer, or glass) on a backing system"
−default: "Brushed (satin) stainless steel, No. 4 finish"
+ - "Plastic laminate on a steel or composite backing"
+ - "Stainless steel, No. 4 satin finish"
+ - "Stainless steel with a rolled or etched pattern"
+ - "Factory-applied baked enamel or powder coat"
+ - "Wood veneer panels on a fire-retardant core"
+ - "Stone, glass or porcelain panels on a reinforced backing"
+ - "Removable blank panels prepared for an interior finished by others"
```
−### Cab interior finish materials shall meet the interior-finish flame-spread and smoke-developed limits of the building code for an elevator car.
+### Plastic laminate is the least costly finished wall, is offered in the widest range of patterns, and is cut and scratched by cart and luggage traffic and then replaced panel by panel. Satin stainless steel hides wear and fingerprints and suits a passenger car that sees carts. Patterned stainless hides more and costs more. Painted steel is the service car finish and is repainted rather than replaced. Wood veneer and stone, glass or porcelain are architectural finishes selected for a lobby-grade car; both add weight that counts against the rated load, both require the manufacturer's confirmation of the panel attachment, and stone and glass require a reinforced platform and backing. Removable blank panels hand the car interior to an interior designer or a tenant and leave the Contractor to furnish only the shell, the attachment points and the weight allowance. {note}
−## Cab Ceiling and Lighting {toc}
+### Where wood veneer, stone, glass or porcelain panels are furnished, or where the interior is finished by others, the Contractor shall state the weight allowance for the interior finish in the product data, and the finished interior shall not exceed it.
−### LED lighting is the standard car illumination; it reduces heat load on the cab and energy use, and it lasts far longer than the lamps it replaces. {note}
+### Wall panels shall be removable from inside the car for replacement without disturbing adjacent panels or the car shell.
−### The car lighting type shall be specified, including whether battery-backed emergency lighting is integral to the light fixtures.
+### Each car shall be furnished with removable protective pads covering the wall panels, with pad hooks or buttons concealed in the panel reveals or the canopy, and the pads shall be used whenever the car carries freight or construction material.
+## Car Ceiling and Lighting {toc}
+
+### The car ceiling type shall be as indicated in the datasheet.
+
```datasheet
−label: Car Lighting
−type: radio
+label: Car Ceiling Type
+type: select
options:
− - "LED downlights / luminous ceiling"
− - "LED with battery-backed emergency lighting integral to fixtures"
−default: "LED with battery-backed emergency lighting integral to fixtures"
+ - "Suspended island ceiling with downlights"
+ - "Luminous ceiling with a translucent diffuser"
+ - "Flush ceiling with recessed downlights"
+ - "Flush ceiling with perimeter cove lighting"
```
−### Car illumination at the car controls, platform, threshold, and landing sill shall be not less than 5 footcandles, as required by the ADA Standards.
−### Emergency car lighting and the emergency communication device shall be supplied from an automatic emergency power source within the car, as required by ASME A17.1.
+### A suspended island ceiling hangs a finished panel below the canopy with downlights at its edge, hides the canopy and the emergency exit, and is the ceiling most manufacturers offer as standard. A luminous ceiling lights the car evenly through a translucent panel and shows every lamp and every bit of dust above it. Flush ceilings with recessed downlights or cove lighting give the architectural car its appearance and reduce the car's clear height by the depth of the fixtures. {note}
+### Car lighting shall be LED, shall be dimmable or switchable to the energy-saving standby where that feature is selected, and shall provide the illuminance at the car controls, the platform and the threshold that ICC A117.1 and the ADA Standards require.
+
+### Emergency lighting in the car shall be powered from a battery in the car that illuminates the car and operates the emergency communication for the duration ASME A17.1 requires on loss of normal power, and shall test itself on the schedule the manufacturer publishes.
+
+### The car ceiling shall provide an emergency exit complying with ASME A17.1 that is lockable from the car top and does not open from inside the car.
+
## Car Flooring {toc}
+### The car flooring shall be as indicated in the datasheet.
+
```datasheet
label: Car Flooring
type: select
−drawing_ref: "finish schedule"
options:
− - "Resilient (rubber or vinyl) tile or sheet"
− - "Recessed pan for Owner-furnished finish floor"
− - "Porcelain or stone tile on a reinforced platform"
− - "Carpet tile"
−default: "Recessed pan for Owner-furnished finish floor"
+ - "Resilient sheet or tile flooring furnished by the Contractor"
+ - "Rubber flooring furnished by the Contractor"
+ - "Porcelain or stone tile on a reinforced platform furnished by the Contractor"
+ - "Carpet tile furnished by the Contractor"
+ - "Recessed platform prepared for a floor finish furnished by others"
```
−### The car floor surface shall be stable, firm, and slip-resistant as required by the ADA Standards.
−### Where a recessed pan is provided for an Owner-furnished floor finish, the recess depth shall be coordinated with the finish thickness so the finished car floor is flush at the sill.
+### Resilient and rubber flooring are the service and ordinary passenger car finishes, take cart traffic, are cleaned with a mop and are replaced as a sheet. Porcelain or stone matches a lobby floor and adds the weight of the tile and its setting bed, which the platform is reinforced to carry and which counts against the rated load. Carpet tile quiets the car and shows wear and stains at the sill first. A recessed platform hands the floor to the flooring trade, so that the car floor matches the lobby exactly, and it requires the recess depth to match the finish and its setting bed to the sill. {note}
−## Car Protection and Accessories {toc}
+### Where the floor finish is furnished by others, the recess depth shall be [[drawing: as indicated on the interior finish schedule]], and the finished floor shall be flush with the car sill.
+### Where a flooring product furnished by the Contractor is of a type covered by [[sync/resilient-flooring]], [[sync/carpet]], [[sync/ceramic-tile]] or [[sync/natural-stone-tile]], the product shall comply with that standard.
+
+### The car floor surface shall be firm, stable and slip resistant as ICC A117.1 and the ADA Standards require.
+
+## Handrails and Accessories {toc}
+
+### The car handrail arrangement shall be as indicated in the datasheet.
+
```datasheet
+label: Car Handrail Walls
+type: radio
+options:
+ - "Rear wall"
+ - "Both side walls"
+ - "Rear wall and both side walls"
+ - "No handrail"
+```
+
+### Neither ICC A117.1 nor the ADA Standards requires a handrail in an elevator car, so the arrangement is a comfort and durability choice. A rear wall handrail steadies a standing passenger and protects the rear panel from carts. Side wall handrails protect the side panels in a service car and cost clear width where the car is narrow. A car finished by others or a car whose walls are protected by pads may omit the handrail. {note}
+
+### Handrails shall be of the same metal and finish as the car fixtures, mounted at the height ICC A117.1 permits for a handrail where one is provided, with returned ends and with the clearance from the wall that lets a hand grip them.
+
+### The car accessories furnished shall be as indicated in the datasheet.
+
+```datasheet
label: Car Accessories
type: checkbox
options:
− - "Handrail on car walls"
− - "Removable protective pads and pad hooks (service / freight handling)"
− - "Reversible / sacrificial wall panels (service cars)"
− - "Ventilation fan"
− - "Card reader / access-control provision"
−default: "Handrail on car walls"
+ - "Two-speed ventilation fan in the canopy"
+ - "Rear wall mirror or mirror panel"
+ - "Ceiling-mounted camera provision with conduit and power to the canopy"
+ - "Audio provision with speaker and conduit to the canopy"
+ - "Hinged or removable car ceiling access for lamp replacement"
+ - "Threshold light"
+default:
+ - "Two-speed ventilation fan in the canopy"
+ - "Hinged or removable car ceiling access for lamp replacement"
```
−### A handrail complying with the ADA Standards shall be provided on at least one wall of an accessible passenger car.
+### Where a camera or audio provision is selected, the Contractor shall furnish the traveling cable conductors or the fiber the Owner's system requires, terminated in the controller and at the canopy, and the camera and audio equipment shall be furnished under the Owner's security or audio work.
# Signal Fixtures {toc}
−## Hall and car fixtures are the passenger's interface and the firefighters' interface, and their arrangement, markings, and feedback are governed by the accessibility standards and by ASME A17.1. {note}
−
## Car Operating Panel {toc}
−### Car control buttons, their height, their markings (including raised characters and Braille), and their feedback are governed by the ADA Standards and ICC A117.1 so the panel is usable by passengers with disabilities. {note}
+### The number and location of car operating panels shall be as indicated in the datasheet.
−### Car control buttons shall be located within the reach ranges of the ADA Standards and shall be raised or flush.
−### Each car control button shall provide visible feedback when a call is registered.
−### Floor buttons and emergency controls shall be identified by raised characters and Braille adjacent to the control, as required by the ADA Standards and ICC A117.1.
−### A door-reopen button, an emergency communication device, an emergency alarm, and an emergency stop (where permitted) shall be provided on the car operating panel.
+```datasheet
+label: Car Operating Panels
+type: radio
+options:
+ - "One panel in the front return"
+ - "Two panels, one in each front return"
+ - "One panel at each entrance of a car with front and rear openings"
+default: "One panel in the front return"
+```
+### A single panel is the norm and meets the accessibility standards when its buttons are within the reach range. Two panels put the controls within reach from either side of a wide car and let a crowded car register calls without reaching across passengers. A car with front and rear openings needs a panel at each entrance so that a passenger entering from either side finds the controls at hand. {note}
+
+### Each car operating panel shall contain a floor button for each landing served, a door open and a door close button, an alarm button, the emergency two-way communication control and the keyed switches for independent service, firefighters' Phase II operation and any other keyed function selected, arranged as ICC A117.1 and the ADA Standards require.
+
+### Each floor button shall illuminate when a call is registered and extinguish when the call is answered, and shall be identified by a raised character and Braille beside or on the button as ICC A117.1 and the ADA Standards require.
+
+### The car operating panel shall include the car position indicator and the capacity, operating and certificate information ASME A17.1 requires, and an engraved or applied legend for each switch.
+
+### The pushbutton type shall be as indicated in the datasheet.
+
```datasheet
−label: Car Operating Panel
−type: select
+label: Pushbutton Type
+type: radio
options:
− - "Single car operating panel"
− - "Dual car operating panels (front and rear, or both sides of opening)"
− - "Panel with integral attendant and independent-service controls (service cars)"
−default: "Single car operating panel"
+ - "Mechanical pushbutton with an illuminated halo or jewel"
+ - "Vandal-resistant stainless steel pushbutton with an illuminated ring"
+ - "Touch-sensitive button without moving parts"
+default: "Mechanical pushbutton with an illuminated halo or jewel"
```
−## Position and Direction Indicators {toc}
+### A mechanical button with a lighted halo is what passengers expect and is the norm. A vandal-resistant button is a solid stainless button with a sealed switch for a transit, parking or correctional setting where buttons are pried and burned. A touch-sensitive button has nothing to wear and nothing to feel, so it relies on the raised characters beside it and on a confirmation tone for the passenger who cannot see it, and it registers a call from a brush of a sleeve. {note}
+## Hall Fixtures and Arrival Signals {toc}
+
+### Hall call fixtures at each landing shall contain the up and down call buttons the hall call entry method requires, or the destination entry terminal where that method is selected, mounted within the reach range ICC A117.1 and the ADA Standards require, with each button illuminating when a call is registered.
+
+### The arrival signal type shall be as indicated in the datasheet.
+
```datasheet
−label: Hall and Car Indicators
−type: checkbox
+label: Arrival Signal Type
+type: radio
options:
− - "Car position indicator in each car"
− - "Hall position indicator at the main / lobby landing"
− - "Hall lanterns and audible signal at each landing (passing chime)"
− - "Hall position indicators at all landings"
−default: "Car position indicator in each car"
+ - "Hall lanterns at each landing"
+ - "Car-riding lanterns in the car entrance jambs"
+ - "Hall lanterns at the main landing and car-riding lanterns at the other landings"
```
−### Audible and visible hall signals (lanterns) indicating car arrival and travel direction shall be provided as required by the ADA Standards, with the audible signal sounding once for up and twice for down.
+### A hall lantern at each landing announces the arriving car and its direction from the hall wall, where a waiting passenger sees it from anywhere in the lobby, and it costs a fixture, a backbox and wiring at every landing of every car. A car-riding lantern mounts in the car entrance jamb and is visible from the hall only when the doors open, which ICC A117.1 and the ADA Standards permit, and it is the common selection for a single car or a hydraulic pair where the lobby is small. Hall lanterns at the main landing with car-riding lanterns above puts the signal where the crowd is and saves the upper landings. {note}
−## Communication {toc}
+### Arrival signals shall be visible and audible as ICC A117.1 and the ADA Standards require, with the audible signal sounding once for an up-bound car and twice for a down-bound car or announcing the direction verbally.
−### The in-car emergency communication device connects an entrapped passenger to a monitoring point and is a life-safety device that ASME A17.1 requires to function on emergency power and, in current editions, to support two-way messaging accessible to users who cannot hear or speak. {note}
+### The hall position indicators furnished shall be as indicated in the datasheet.
−### A two-way emergency communication device connecting the car to a continuously staffed or monitored location shall be provided in each car.
−### The emergency communication device shall operate from the car emergency power source and shall comply with the communication accessibility requirements of ASME A17.1 and the ADA Standards.
+```datasheet
+label: Hall Position Indicators
+type: radio
+options:
+ - "At the main landing"
+ - "At every landing"
+ - "None"
+default: "At the main landing"
+```
−# Accessibility {toc}
+### A hall position indicator tells a waiting passenger where the car is and is of most use at the main landing, where the wait is longest and the lobby is busiest; at the upper landings of a small group it is a fixture that mostly tells the passenger the car is somewhere else. The norm is an indicator at the main landing only, and every landing is selected for a hotel or a residential tower where the Owner wants the display. {note}
−## An elevator on an accessible route shall be a usable accessible elevator: its car size, leveling, gaps, controls, signals, and timing all fall under ADA Standards Section 407 and ICC A117.1, and these are mandatory, not optional. {note}
+### The audible car position signal in the car shall be as indicated in the datasheet.
−## Car and Clearances {toc}
+```datasheet
+label: Audible Car Position Signal
+type: radio
+options:
+ - "Verbal floor announcement"
+ - "Passing tone at each floor"
+```
−### The accessible car must provide a wheelchair turning or clear space, level stops, and a small, controlled gap to the landing so a wheelchair user can enter and turn.
+### A car position indicator shall be provided in each car, located and sized as ICC A117.1 and the ADA Standards require, and shall indicate the floor as the car passes or stops at it.
−### The accessible car inside dimensions shall comply with ADA Standards Section 407.4 for the door location provided.
−### The clearance between the car platform sill and the edge of the hoistway landing sill shall not exceed 1-1/4 in.
−### The car shall stop and level at each landing within 1/2 in. of the landing under rated to no load.
+## Fixture Faceplates and Finish {toc}
+### The faceplate finish of the car and hall fixtures shall be as indicated in the datasheet.
+
```datasheet
−label: Accessible Car Configuration
+label: Fixture Faceplate Finish
type: select
−drawing_ref: "elevator schedule"
options:
− - "Centered door, 80 in. wide x 51 in. deep (per ADA 407.4.1)"
− - "Side door, 68 in. wide x 51 in. deep (per ADA 407.4.1)"
− - "Larger car providing a 60 in. turning space"
− - "Stretcher-accommodation car (exceeds minimum accessible dimensions)"
−default: "Centered door, 80 in. wide x 51 in. deep (per ADA 407.4.1)"
+ - "Stainless steel, No. 4 satin finish"
+ - "Stainless steel, No. 8 mirror finish"
+ - "Satin bronze"
+ - "Black anodized or powder-coated"
```
−## Controls and Signals {toc}
+### Satin stainless faceplates match the common entrance and car finish and hide fingerprints. Mirror stainless and bronze match a lobby finished in those metals and need the same care. A black faceplate recedes into a dark car interior and shows its scratches. {note}
−### The accessible-route signals and controls - reach ranges, raised and Braille markings, tactile floor designations at jambs, and door timing - are the operable-parts requirements that make the car usable. {note}
+### Fixture faceplates shall be of not less than 1/8 in. material, mounted with tamper-resistant fasteners or concealed fastening, with engraved or etched legends filled in a contrasting color.
−### Raised and Braille floor designations shall be provided on both jambs of each hoistway entrance at the accessible landings.
−### Hall call buttons shall be centered within the reach range required by the ADA Standards.
−### Door dwell and reopening timing shall meet the minimums of the ADA Standards so a passenger has adequate time to enter.
+### Fixture mounting shall be flush in the car returns and in the hall walls at the main landing, and may be surface applied at other landings where the wall construction does not permit a flush backbox.
+## Emergency Communication {toc}
+
+### Each car shall be provided with two-way emergency communication complying with ASME A17.1 that connects a passenger in the car to the monitoring location indicated in the datasheet, operates on the car emergency power, and provides the visual and text or video means for a passenger who cannot hear or speak that ASME A17.1 requires.
+
+```datasheet
+label: Emergency Communication Monitoring Location
+type: radio
+options:
+ - "An on-site location staffed whenever the building is occupied"
+ - "The elevator contractor's 24-hour monitoring center"
+ - "A third-party 24-hour answering service under contract to the Owner"
+```
+
+### An on-site attended location, a security desk or a front desk, answers fastest and knows the building, and it exists only in a building that is staffed whenever anyone might ride the car. The elevator contractor's monitoring center is staffed around the clock, can dispatch a mechanic directly and is bundled with the maintenance contract, and the connection ends when the contract does. A third-party service is the fallback for an unstaffed building that does not want its emergency line tied to its maintenance provider. Whichever answers, the line must be answered by a person, and ASME A17.1 requires that the car be told its call was received. {note}
+
+### The communication path from the controller to the monitoring location, whether a telephone line, a cellular connection or a network connection, shall be furnished under the telecommunications work to a terminal in the machine room or control space the Contractor identifies on the layout drawings, and the Contractor shall furnish the equipment from that terminal to the car.
+
+### The emergency communication shall be tested end to end with the monitoring location at acceptance, and the Contractor shall record the number or address the car calls and the location that answered it in the closeout documentation.
+
+# Accessibility {toc}
+
+## Each elevator on an accessible route shall comply with ICC A117.1 Section 407 and the ADA Standards for Accessible Design, and the more stringent of the two shall govern where they differ.
+
+## The car inside dimensions indicated on the elevator schedule shall be not less than ICC A117.1 and the ADA Standards require for the door location of that car.
+
+## The horizontal clearance between the car sill and the hoistway landing sill shall not exceed the limit ICC A117.1 and the ADA Standards set.
+
+## Hall call buttons, car controls, the emergency communication control and the keyed switches a passenger uses shall be within the reach ranges ICC A117.1 and the ADA Standards require.
+
+## Raised and Braille floor designations shall be provided on both jambs of each hoistway entrance, with a tactile star at the main entry level, furnished by the elevator installation or under [[sync/signage-and-egress-markings]] as that standard's datasheet assigns them; where they are assigned to the elevator installation, they are part of the work of this standard.
+
+## Door reopening, door dwell and hall signal timing shall meet the minimums ICC A117.1 and the ADA Standards require, measured at acceptance.
+
+## The requirements of this section fold the accessibility standards into the car, the entrances and the fixtures already specified rather than describing a separate accessible car. Every passenger elevator in a building subject to the ADA is an accessible elevator unless the code analysis exempts it, and the few dimensions it adds are read from the standards as adopted, not restated here. {note}
+
# Firefighters' Emergency Operation {toc}
−## Firefighters' emergency operation removes the elevators from public use during a fire and gives the fire service controlled access; it is a code-mandated life-safety function with two phases, and its interface with the fire alarm system is a primary coordination point. {note}
+## Phase I Emergency Recall {toc}
−## Phase I - Emergency Recall {toc}
+### Phase I emergency recall operation complying with ASME A17.1 Section 2.27 shall be provided on every elevator.
−### Phase I automatically recalls the cars to a designated level when a fire alarm initiating device in the elevator lobby, hoistway, or machine room operates, so occupants are kept out of the elevators during a fire. {note}
−### Recall is initiated by the fire alarm system, not by the smoke detectors inside the elevator, and the interface between the fire alarm panel and the elevator controller must be coordinated point-by-point. {note}
+### Phase I recall shall be initiated by the fire alarm initiating devices at each elevator lobby, in the machine room, machinery space and control space, and at the top of the hoistway where the hoistway is sprinklered, furnished and interfaced under [[sync/fire-alarm-systems]] in accordance with NFPA 72, and by the three-position Phase I key switch at the designated level.
−### Phase I emergency recall operation complying with ASME A17.1 shall be provided on every elevator.
−### Phase I recall shall be initiated automatically by the operation of a fire alarm initiating device installed at the designated level, the alternate level, each elevator lobby, the hoistway, and the machine room or machinery space.
−### The fire alarm initiating devices that command recall and any shunt trip shall be provided and interfaced under [[sync/fire-alarm-systems]], and the recall and shutdown interface shall comply with NFPA 72.
−### A three-position (ON-OFF-BYPASS) Phase I key switch shall be provided at the designated level for each single elevator or group.
+### The designated level and the alternate level to which cars recall shall be [[drawing: as indicated on the life safety plans]].
+### On recall the cars shall return nonstop to the designated level, or to the alternate level when the initiating device at the designated level has operated, shall open their doors and shall remain out of service with the visual and audible signals ASME A17.1 requires until Phase I is reset or Phase II is taken.
+
+### The fire alarm system commands the recall; the elevator does not read the detectors. Which device triggers which level, which detector drives the shunt trip and how each is annunciated is settled in the fire alarm sequence of operations, and the point list the Contractor submits is the elevator side of that sequence. Every Phase I failure at acceptance traces to the two lists not matching. {note}
+
+### The Contractor shall furnish the terminals at the controller for the recall, alternate level, shunt trip warning and fire alarm supervisory inputs and shall identify each on the layout drawings and in the point list.
+
+## Phase II In-Car Operation {toc}
+
+### Phase II emergency in-car operation complying with ASME A17.1 Section 2.27 shall be provided on every elevator, with the Phase II key switch, the call cancel button and the firefighters' operating instructions in each car operating panel.
+
+### Phase II shall give the firefighter in the car exclusive control of the car, its doors and its destination as ASME A17.1 requires, and the car shall not respond to hall calls or Phase I recall while on Phase II.
+
+### Keys for the Phase I and Phase II switches shall be the standardized key the jurisdiction requires, and the key shall be stored at the designated level as the jurisdiction directs.
+
+## Main Line Power Shutdown {toc}
+
+### Whether the elevator is provided with automatic main line power shutdown on sprinkler activation shall be as indicated in the datasheet.
+
```datasheet
−label: Phase I Recall Designated and Alternate Levels
+label: Main Line Power Shutdown on Sprinkler Activation
type: radio
−drawing_ref: "life-safety plan"
options:
− - "Recall to the main entry / lobby level; alternate level one floor served"
− - "Recall to a designated level other than the main entry level"
−default: "Recall to the main entry / lobby level; alternate level one floor served"
+ - "Provided, initiated by heat detection in the sprinklered hoistway, machine room, machinery space or control space"
+ - "Not provided, no sprinklers in the hoistway, machine room, machinery space or control space"
+derived: "the sprinkler design for the hoistway, machine room, machinery space and control space"
+default: derived
```
−### The designated and alternate recall levels shall be [[drawing: as indicated on the life-safety plans]].
+### Where automatic sprinklers are installed in the hoistway, machine room, machinery space or control space, ASME A17.1 requires that power to the elevator be removed before water from those sprinklers reaches energized equipment, and the shutdown is initiated by heat detectors that respond before the sprinkler does, so that the car is recalled and emptied first. Whether the shutdown exists therefore follows from whether those spaces are sprinklered, which the sprinkler design under [[sync/wet-pipe-fire-sprinkler-systems]] and the adopted codes decide, and the field starts derived from that design. {note}
−## Phase II - In-Car Operation {toc}
+### Where main line power shutdown is provided, the heat detectors and the shunt trip control shall be furnished under [[sync/fire-alarm-systems]], the shunt trip device shall be furnished in the elevator disconnecting means under [[sync/enclosed-switches-and-disconnects]], and the Contractor shall furnish the controller interface that completes the Phase I recall before power is removed.
−### Phase II gives a firefighter exclusive in-car control after Phase I recall, by a key switch in the car operating panel, so the fire service can run the car under direct control. {note}
+### Where battery-powered rescue operation or a regenerative drive is furnished with main line power shutdown, the shutdown shall also disconnect that equipment as NFPA 70 Article 620 requires.
−### Phase II emergency in-car operation complying with ASME A17.1 shall be provided on every elevator.
−### A Phase II key switch and the firefighters' operating instructions shall be provided in the car operating panel of each elevator.
+### The main line power shutdown shall be tested at acceptance by operating each initiating heat detector and confirming that the car recalls and the power is removed, with the fire alarm contractor present.
−## Sprinkler and Power Interface {toc}
+## High-Rise Elevator Designations {toc}
−### Where sprinklers are installed in the hoistway, machine room, or machinery space, the elevator must shut down before the sprinkler discharge can wet energized equipment, which requires a coordinated detection-and-shutdown (shunt trip) interface that is a frequent source of acceptance failures.
+### The elevators designated as fire service access elevators or as occupant evacuation elevators shall be as indicated in the datasheet.
−### Where sprinklers are provided in the hoistway, machine room, machinery space, or control space, automatic main-line power shutdown (shunt trip) shall be provided and shall be initiated by a detector that responds before the sprinkler in that space operates, in accordance with ASME A17.1 and NFPA 72.
−### The shunt-trip detection, the shunt-trip device, and the elevator-controller interface shall be coordinated among the elevator, fire alarm, and electrical trades and shall be demonstrated at acceptance.
+```datasheet
+label: Code-Required High-Rise Elevator Designations
+type: checkbox
+options:
+ - "Fire service access elevator"
+ - "Occupant evacuation elevator with occupant evacuation operation"
+drawing_ref: "the life safety plans and the code analysis"
+default: deferred
+```
−# Emergency and Standby Power {toc}
+### A fire service access elevator is a car the building code requires in the tallest buildings for firefighter use, with a protected lobby, a protected hoistway and power pathway, a standby power connection and a status panel in the fire command center. An occupant evacuation elevator is a car the code permits to be used by occupants during a fire, with occupant evacuation operation under ASME A17.1 Section 2.27 and the protected lobbies, communication and signage the code adds. Both are consequences of the building's height and occupancy under the adopted code, and the life safety plans identify which cars carry them. {note}
−## On loss of normal power, the building's standby source can return cars to a landing and, where required, keep selected cars running; the selection and recovery sequence must be defined or cars will sit stalled or the standby source will be overloaded by simultaneous starts.
+### A car designated a fire service access elevator shall be provided with the status indication, the standby power connection, the water protection of the hoistway and machine space equipment and the lobby communication that [[parameter: adopted-building-code]] and ASME A17.1 require for that designation.
−## Standby Power Operation {toc}
+### A car designated an occupant evacuation elevator shall be provided with occupant evacuation operation complying with ASME A17.1 Section 2.27, with the lobby status displays, the two-way lobby communication and the interface with the fire alarm system that the designation requires.
−### A building with standby power generally cannot start every elevator at once without oversizing the generator, so the controller sequences the cars - returning all cars to a landing one at a time, then running a selected subset. {note}
+# Emergency and Standby Power Operation {toc}
−### Where the elevators are connected to a standby or emergency power source, the controller shall provide automatic emergency power operation complying with ASME A17.1.
−### On transfer to standby power, the cars shall be returned to a landing in a controlled sequence, and the selected car or cars shall then resume operation as defined in the emergency power operation sequence.
−### The standby power source, the transfer scheme, and the number of cars to run on standby power shall be coordinated with [[sync/emergency-and-standby-power]] in accordance with NFPA 110.
+## Standby Power Operation {toc}
+### The operation of the elevators on standby power shall be as indicated in the datasheet.
+
```datasheet
label: Standby Power Operation
−type: select
−drawing_ref: "electrical one-line"
+type: radio
options:
− - "Sequenced recall of all cars, then one selected car runs"
− - "Sequenced recall of all cars, then a selected group runs"
− - "Recall to landing only (no continued operation on standby power)"
+ - "Automatic sequential return of all cars to the designated landing, then continued operation of selected cars"
+ - "Automatic sequential return of all cars to the designated landing only"
+ - "Automatic sequential return of all cars, then manual selection of the car to operate from a selector switch at the designated landing"
- "No standby power connection"
−default: "Sequenced recall of all cars, then one selected car runs"
+drawing_ref: "the electrical one-line diagram"
+default: deferred
```
−### The number of cars to operate on standby power shall be [[drawing: as indicated on the electrical one-line diagram and the elevator schedule]].
+### The number of cars that operate at one time on standby power shall be as indicated in the datasheet.
−## Regenerated Power {toc}
+```datasheet
+label: Cars Operating Simultaneously on Standby Power
+type: range
+unit: cars
+drawing_ref: "the electrical one-line diagram"
+min: 0
+max: 8
+step: 1
+default: deferred
+```
−### A traction elevator returns energy to the source when an overhauling load drives the machine (a full car descending or an empty car rising); a regenerative drive feeds that energy back to the building rather than burning it as heat, cutting energy use and machine-room cooling load. {note}
+### A standby source large enough to start every car at once is rare, so the controller brings the cars down one at a time, opens the doors and then runs whatever the source can carry. Continued operation of selected cars keeps the building served; return only empties the cars and parks them; a selector switch lets the fire department or building staff choose which car runs. Which arrangement a building needs, and how many cars the source can carry, is decided in the standby power system design under [[sync/emergency-and-standby-power]], which sizes the source for the elevator load and classifies the elevator among the loads it serves, and both fields read that design. {note}
−### Where a regenerative drive is provided, the regenerated power and the harmonic distortion fed to the building shall be stated in the power confirmation submittal and coordinated with the electrical design.
+### On transfer to standby power the controller shall return the cars in sequence to the designated landing, hold the cars not selected to run with their doors open, and run the selected cars on normal operation, and on return of normal power shall resume normal operation without manual reset.
+### The Contractor shall furnish the terminals at the controller for the standby power transfer signal and the pre-transfer signal from the transfer switch, and the automatic transfer switch shall furnish those signals under [[sync/emergency-and-standby-power]].
+
+### Where a regenerative drive is furnished, the controller shall receive the standby power signal before transfer and shall inhibit regeneration while on standby power unless the standby source is confirmed in writing to accept reverse power.
+
+### Standby power operation shall be tested at acceptance by transferring the building to the standby source and confirming the return sequence, the cars that continue to run and the return to normal operation.
+
+## Battery-Powered Rescue Operation {toc}
+
+### Whether battery-powered rescue operation is provided shall be as indicated in the datasheet.
+
```datasheet
−label: Regenerative Drive (Traction)
+label: Battery-Powered Rescue Operation
type: radio
options:
− - "Provide regenerative drive (returns energy to building)"
− - "Non-regenerative drive (energy dissipated as heat)"
− - "Not applicable (hydraulic)"
−default: "Provide regenerative drive (returns energy to building)"
+ - "Provided"
+ - "Not provided"
```
−# Hoistway, Pit, and Overhead {toc}
+### Battery-powered rescue operation moves a stalled car to the nearest landing and opens the doors on loss of normal power, from a battery in the controller, so that no passenger waits for a mechanic. On a hydraulic elevator it lowers the car on gravity through the valve; on a traction elevator it drives the machine in the direction of the imbalance. It is the ordinary answer where the building has no standby source connected to the elevator, and where the elevator is on standby power it is redundant unless the Owner wants protection against a transfer failure. Where it is furnished, NFPA 70 Article 620 requires that the disconnecting means also disconnect it, which the Electrical Supply article carries. {note}
−## The hoistway, pit, and overhead are building work, but their dimensions, structure, and provisions are dictated by the elevator equipment; getting them wrong forces field rework that is expensive and schedule-critical. {note}
+### Where battery-powered rescue operation is provided, the battery shall be sized to perform the rescue movement at rated load, shall be monitored by the controller, and shall report a low-battery condition to the remote monitoring connection where one is provided and otherwise at the controller.
−## Dimensions and Clearances {toc}
+# Seismic Provisions {toc}
−### Final hoistway plan dimensions, pit depth, and overhead (top) clearance shall be taken from the approved elevator layout drawings, not from the bid documents, because the selected equipment sets the exact values. {note}
+## Whether the elevator seismic requirements of ASME A17.1 Section 8.4 apply shall be as indicated in the datasheet.
−### The hoistway, pit, and overhead shall be constructed to the dimensions and tolerances shown on the approved elevator layout drawings.
−### Pit depth and overhead clearance shall be [[drawing: as confirmed on the approved elevator layout drawings]].
−### Running clearances between the car, counterweight, and hoistway shall comply with ASME A17.1.
+```datasheet
+label: Elevator Seismic Requirements of ASME A17.1 Section 8.4
+type: radio
+options:
+ - "Apply"
+ - "Do not apply"
+derived: "[[parameter: seismic-design-category]]"
+default: derived
+```
−## Pit Provisions {toc}
+## ASME A17.1 Section 8.4 applies by the seismic design category of the building under the adopted code, and when it applies it adds counterweight retention, rail bracket spacing and strength, snag guards, a seismic switch and a seismic operating mode to the ordinary anchorage of the equipment. The elevator's seismic requirements are specified here rather than under the general restraint of nonstructural components because the code writes them for the elevator specifically, and the field starts derived from the seismic design category. {note}
−### A pit that fills with water disables the elevator and corrodes equipment, so the pit must drain or be pumped and must be safely accessible; these are common acceptance deficiencies. {note}
+## Where ASME A17.1 Section 8.4 applies, the guide rails, rail brackets and their fastenings, the counterweight frame and its retention, the machine, controller and power unit anchorage and the snag guards shall be designed for the seismic forces determined under ASME A17.1 Section 8.4 and ASCE/SEI 7 for [[parameter: seismic-design-category]], by a professional engineer, and installed to the signed and sealed details.
−### A permanent pit ladder or other approved access to the pit complying with ASME A17.1 shall be provided.
−### A pit light and a pit GFCI receptacle shall be provided.
−### A means to keep the pit free of water - a floor drain or a sump with a pump and an oil-detection or oil-separation provision where hydraulic oil could enter - shall be provided.
−### A pit stop switch shall be provided within reach of the pit access.
+## Where ASME A17.1 Section 8.4 requires it, a seismic switch and, on a traction elevator, a counterweight displacement switch shall be provided that bring the car to a stop at the nearest landing away from the counterweight and place the elevator on seismic operation as ASME A17.1 requires.
+## The structural supports for the rail brackets, machine beams and jack reactions under seismic loading shall be designed under the structural work from the reactions in the structural reaction drawings and shall be [[drawing: as indicated on the structural drawings]].
+
+# Hoistway, Pit and Machine Room {toc}
+
+## Hoistway Construction {toc}
+
+### The hoistway walls, the pit, the machine room and the structural supports are built by other trades to dimensions the elevator sets, and the approved layout drawings are the dimensions they build to. The bid drawings show the hoistway the design assumed; the layout drawings show the hoistway the equipment furnished needs, and where the two differ the layout drawings govern once reviewed. {note}
+
+### The hoistway, pit and overhead shall be constructed to the dimensions, plumbness tolerance and running clearances shown on the approved layout drawings, and the Contractor shall verify them by survey before setting rails.
+
+### The hoistway enclosure shall be a fire-resistance-rated shaft enclosure where [[parameter: adopted-building-code]] requires one, constructed under [[sync/fire-rated-wall-and-floor-assemblies]] to the rating indicated on the life safety plans.
+
+### The supports for the rail brackets at each floor and at the intermediate spacing the layout drawings require, the machine and sheave beams, the buffer and jack reactions and the hoistway divider beams shall be furnished under the structural work to the reactions in the structural reaction drawings and shall be [[drawing: as indicated on the structural drawings]].
+
+### Only the equipment of the elevator and the sprinklers, detectors, lighting and wiring that serve the hoistway shall be installed in the hoistway, and no piping, duct or wiring foreign to the elevator shall pass through it.
+
+### Hoistway venting or pressurization shall be provided where [[parameter: adopted-building-code]] requires it for the hoistway, under the mechanical work, with the vent or the fan sized and located as the code requires.
+
+### The hoistway shall be provided with permanent lighting and a switch at the pit access and at the machine room or control space as ASME A17.1 requires, furnished under the electrical work.
+
+### Where automatic sprinklers are provided in the hoistway, machine room, machinery space or control space, they shall be furnished under [[sync/wet-pipe-fire-sprinkler-systems]] at the locations ASME A17.1 and NFPA 13 permit, and the sprinkler contractor shall coordinate those locations with the Contractor before the hoistway is closed.
+
+## Pit {toc}
+
+### The pit shall be constructed to the depth shown on the approved layout drawings, with a floor designed for the buffer, rail and jack reactions in the structural reaction drawings.
+
+### Where the pit floor is below [[parameter: seasonal-high-groundwater-elevation]], or where the geotechnical report identifies a hydrostatic condition at the pit, the pit shall be waterproofed under [[sync/below-grade-waterproofing]] before the elevator equipment is installed.
+
+### The means of removing water from the pit shall be as indicated in the datasheet.
+
```datasheet
label: Pit Water Removal
type: select
−drawing_ref: "plumbing plans"
options:
− - "Floor drain to the building drainage system (with oil interceptor where required)"
− - "Sump pit with pump and oil-detection / oil-separation provision"
− - "Sump pit with pump (non-hydraulic hoistway)"
−default: "Sump pit with pump and oil-detection / oil-separation provision"
+ - "Sump with a pump and an oil-sensing control, furnished by the Contractor"
+ - "Sump with a pump and an oil-sensing control, furnished under the plumbing work"
+ - "Floor drain through an oil interceptor to the building drainage system"
+ - "Covered sump pit without a pump"
```
−## Hoistway Provisions {toc}
+### A pit that fills disables the car and corrodes the buffers, the rails and the jack, and ASME A17.1 requires a drain or a sump pump of the capacity the code sets, with a means that keeps hydraulic fluid out of the drainage system. A pump furnished by the Contractor comes with the controls integrated with the elevator; a pump furnished under the plumbing work is maintained with the building's other pumps and complies with [[sync/sump-and-sewage-pumps]], with the oil-sensing control this standard still requires. A floor drain through an oil interceptor needs a gravity outlet below the pit floor, which only a shallow pit above a sewer has. A covered sump without a pump keeps the pit dry only where groundwater and washdown cannot reach it and is pumped manually when it does not. {note}
−### Hoistway venting, smoke control at the top of the hoistway, and the prohibition of foreign piping in the hoistway are code requirements coordinated with the building design. {note}
+### A pit pump shall be fitted with an oil-sensing control that stops the pump and sounds an alarm when hydraulic fluid is detected, and the pump discharge shall be an indirect connection to the building drainage system.
−### Hoistway lighting and a hoistway light switch shall be provided as required by ASME A17.1.
−### No piping, ducts, or equipment foreign to the elevator shall be installed in the hoistway.
−### Hoistway venting or smoke relief, where required by the building code, shall be coordinated with the building design.
+### Where the pit pump is furnished under the plumbing work, it shall comply with [[sync/sump-and-sewage-pumps]] and shall carry the oil-sensing control this standard requires.
−# Seismic Provisions {toc}
+### A fixed pit ladder complying with ASME A17.1 shall be furnished by the Contractor at each pit access, and a pit stop switch shall be provided within reach of the ladder at the pit floor and at the pit access.
−## In seismic regions ASME A17.1 imposes specific elevator seismic requirements - counterweight retention, rail bracket spacing and strength, displacement switches, and snag-point guards - beyond ordinary component anchorage. {note}
+### A pit light and a GFCI-protected receptacle shall be provided in each pit under the electrical work, located as ASME A17.1 and NFPA 70 Article 620 require.
−### Where the elevator is in a seismic design category that triggers the seismic requirements of ASME A17.1, the elevator shall comply with those requirements.
−### Guide rails, rail brackets, the counterweight and its guards, and the machine and controller anchorage shall be designed and installed for the seismic forces determined per ASME A17.1 and ASCE/SEI 7.
−### Where required, a seismic (displacement) detection device shall be provided that, on operation, brings the car to a safe stop away from the counterweight and places the elevator on seismic operation.
−### Seismic anchorage and bracing shall be in accordance with the signed and sealed calculations submitted under Submittals.
+### Where the pit is more than one hoistway wide, a guard between the pits and between the counterweight runway and the pit shall be provided as ASME A17.1 requires.
−```datasheet
−label: Seismic Provisions Required
−type: radio
−drawing_ref: "structural drawings"
−options:
− - "Yes - elevator seismic requirements of ASME A17.1 apply"
− - "No - not triggered by the seismic design category"
−default: "No - not triggered by the seismic design category"
−```
+## Machine Room and Control Space {toc}
−# Installation {toc}
+### The machine room, machinery space and control space shall be enclosed, lighted, ventilated and conditioned as ASME A17.1 Section 2.7 and the Machine Room and Hoistway Environment article require, with the access, headroom and working clearances the code requires at the controller and the machine.
−## Coordination {toc}
+### The machine room and control space door shall be a self-closing, self-locking door openable from inside without a key, with hardware complying with [[sync/door-hardware]] and a sign reading as ASME A17.1 requires.
−### Before installation, the Contractor shall verify that the hoistway, pit, overhead, machine room or machinery space, structural supports, and electrical and fire alarm provisions are complete and conform to the approved layout drawings.
−### Discrepancies between the field conditions and the approved layout drawings shall be reported to the Architect and resolved before installation proceeds.
+### The machine room and control space shall be provided with lighting, a lighting switch at the door and a GFCI-protected receptacle under the electrical work, as ASME A17.1 and NFPA 70 Article 620 require.
+### No equipment other than that of the elevator, the sprinklers and detectors that protect the space and the lighting and conditioning that serve it shall be installed in the machine room or control space.
+
+### Where a machine-room-less controller is housed in a cabinet at a landing, the cabinet shall provide the working clearance and the lockable access ASME A17.1 requires for a control space and shall be located where the mechanic can see the car or the hoistway door from the controller or has the remote means the code permits.
+
+### The controller, machine, rails and car shall be grounded and bonded under [[sync/grounding-and-bonding]], with an equipment grounding conductor in the traveling cable to the car as NFPA 70 Article 620 requires.
+
+# Installation {toc}
+
## Setting and Alignment {toc}
−### Guide rails shall be set plumb and aligned within the manufacturer's tolerance so the car and counterweight run smoothly without lateral movement.
−### The machine, sheaves, and controller shall be set in their approved locations and anchored to the building structure.
−### Hoistway entrances shall be set plumb, level, and aligned with the car so the doors operate freely and the sill gap meets the accessibility limit.
+### Guide rails shall be set plumb and aligned within the manufacturer's tolerance over the full travel, with rail joints dressed so that the guide shoes pass without a perceptible step, and the Contractor shall record the rail alignment survey in the closeout documentation.
−## Electrical and Interface Connections {toc}
+### The machine, sheaves, power unit and controller shall be set in the locations shown on the approved layout drawings, anchored to the structure as the structural reaction drawings and the seismic details require, and isolated from the structure where the manufacturer requires it to control noise.
−### Feeders, branch circuits, and the disconnecting means for each elevator shall be provided and connected in accordance with NFPA 70 Article 620 and [[sync/conductors-and-cables]].
−### The controller, machine, rails, and car shall be grounded and bonded in accordance with [[sync/grounding-and-bonding]] and NFPA 70.
−### The Phase I recall, shunt trip, and any sprinkler interface connections to the fire alarm system shall be made and verified with [[sync/fire-alarm-systems]].
−### The standby power transfer and emergency power operation interface shall be made and verified with [[sync/emergency-and-standby-power]].
+### Hoistway entrances shall be set plumb and level and aligned with the car entrance so that the doors run freely, the sill gap meets the accessibility limit at every landing and the running clearances meet ASME A17.1.
−## Protection During Construction {toc}
+### Traveling cables shall be hung so that they clear the car, the counterweight and the hoistway equipment through the full travel and shall be supported as NFPA 70 Article 620 requires.
−### Elevators used for construction hoisting before acceptance are exposed to abuse and contamination, so the cab finishes and door equipment must be protected and the equipment must be restored to new condition before turnover. {note}
+## Coordination with the Building Work {toc}
−### Where an elevator is used for temporary construction hoisting before acceptance, it shall be protected, maintained, and operated by qualified personnel, and the cab finishes, doors, and operating equipment shall be restored to new condition before final acceptance.
+### Before setting rails the Contractor shall verify that the hoistway, pit, overhead, machine room, structural supports, entrance rough openings, disconnecting means and fire alarm interface points are complete and conform to the approved layout drawings, and shall report any discrepancy to the Engineer in writing before proceeding.
−# Testing and Acceptance {toc}
+### The Contractor shall furnish the sill supports, the entrance anchorage and the inserts or embedded items the hoistway construction must receive before the hoistway walls are closed, and shall install the entrance frames when the wall construction reaches each landing.
−## The acceptance inspection and test, witnessed by the authority having jurisdiction, is the gate to placing the elevator in service; it verifies the safeties, the emergency operations, and the performance against ASME A17.1 using the procedures of ASME A17.2. {note}
+### The Contractor shall seal the hoistway openings against weather and debris during construction and shall keep the pit free of water and debris from the time the equipment is delivered.
−## Field Acceptance Tests {toc}
+## Temporary Use for Construction {toc}
−### The Contractor shall perform the full acceptance inspection and test of each elevator in accordance with ASME A17.1 and the procedures of ASME A17.2, witnessed by the authority having jurisdiction.
−### The acceptance test shall include the car and counterweight safeties, the governor, the buffers, the terminal stopping devices, the brake, and the rated-load and (for traction) overload and balance tests required by ASME A17.1.
+### Whether an elevator may be used for construction before acceptance shall be as indicated in the datasheet.
```datasheet
−label: Acceptance Tests Witnessed
+label: Temporary Use of the Elevator for Construction
+type: radio
+options:
+ - "Permitted after a temporary acceptance by the authority having jurisdiction, with protection and the Contractor's maintenance"
+ - "Not permitted"
+```
+
+### A car used to move construction material before acceptance saves the hoist and the stair, and it arrives at acceptance with worn doors, scratched panels and dust in the controller. Where it is permitted, the jurisdiction's temporary acceptance, a protective car liner, a dedicated operator and the Contractor's maintenance through the period are what hold the equipment together, and the car is restored to new condition at the Contractor's cost before final acceptance. Where the schedule does not need it, not permitting it is the simpler protection. {note}
+
+### Where temporary use is permitted, the car shall be fitted with a protective liner over the walls, floor and ceiling and a protective cover over the car operating panel, shall be operated by an operator the Contractor provides, shall be maintained by the Contractor through the period of use, and shall be restored to new condition, with worn door equipment and damaged finishes replaced, before final acceptance.
+
+### Where temporary use is permitted, the period of temporary use shall not count toward the warranty or the maintenance period under this standard, both of which begin at final acceptance.
+
+# Acceptance Testing {toc}
+
+## Acceptance Inspection and Tests {toc}
+
+### The Contractor shall perform the acceptance inspection and tests of ASME A17.1 Section 8.10 on each elevator, using the procedures of ASME A17.2, witnessed by the authority having jurisdiction, before the elevator is placed in service.
+
+### The acceptance tests shall include the tests indicated in the datasheet in addition to those ASME A17.1 Section 8.10 requires for the equipment furnished.
+
+```datasheet
+label: Acceptance Tests Witnessed by the Engineer
type: checkbox
options:
− - "Car and counterweight safety device test"
− - "Overspeed governor test"
− - "Buffer test"
− - "Normal and final terminal stopping device test"
− - "Rated-load and (traction) balance / overload test"
− - "Brake and (hydraulic) pressure-relief / leakage test"
− - "Firefighters' emergency operation (Phase I and Phase II) test"
− - "Standby power operation test"
− - "Leveling, door timing, and performance verification"
−default: "Firefighters' emergency operation (Phase I and Phase II) test"
+ - "Rated load and balance or relief pressure tests"
+ - "Car and counterweight safety and governor tests"
+ - "Buffer tests"
+ - "Terminal stopping device tests"
+ - "Brake and ascending car overspeed and unintended movement protection tests"
+ - "Firefighters' Phase I and Phase II operation with the fire alarm contractor"
+ - "Main line power shutdown with the fire alarm and electrical contractors"
+ - "Standby power operation with the electrical contractor"
+ - "Battery-powered rescue operation"
+ - "Door force, kinetic energy and reopening device tests"
+ - "Leveling, door timing and floor-to-floor time"
+ - "Ride quality measurement"
+ - "Emergency communication end to end"
+ - "Accessibility dimensions, reach ranges and signal timing"
+default:
+ - "Rated load and balance or relief pressure tests"
+ - "Firefighters' Phase I and Phase II operation with the fire alarm contractor"
+ - "Standby power operation with the electrical contractor"
+ - "Door force, kinetic energy and reopening device tests"
+ - "Leveling, door timing and floor-to-floor time"
+ - "Emergency communication end to end"
+ - "Accessibility dimensions, reach ranges and signal timing"
```
−## Emergency Operation Tests {toc}
+### The Contractor shall furnish the test weights, instruments and personnel for the acceptance tests and shall give the Engineer and the Owner not less than ten business days' notice of each witnessed test.
−### Phase I emergency recall shall be tested by operating each interfaced fire alarm initiating device and confirming that the cars recall correctly to the designated and alternate levels.
−### Phase II emergency in-car operation shall be tested for at least one full run under in-car key control.
−### The fire alarm interface and any shunt-trip shutdown shall be tested with the fire alarm system and documented in the interface verification record.
−### Standby power operation shall be tested by transferring to the standby source and confirming the car recovery sequence and the operation of the selected cars.
+### Where a test fails, the Contractor shall correct the deficiency and repeat the test at the Contractor's cost, including the cost of the Engineer's and the authority having jurisdiction's attendance at the repeated test.
+### The jurisdiction's inspector witnesses the safety tests the code requires and issues the certificate on them; the Engineer witnesses the tests that prove the elevator does what the project bought, which the code inspector does not check. Door timing, leveling, ride quality, the standby power sequence and the fire alarm interface are where a new installation most often falls short of its submittal, and they are tested with the trades whose work they depend on present. {note}
+
## Performance Verification {toc}
−### Leveling accuracy, floor-to-floor performance time, door operating and dwell times, and ride quality shall be verified against the contract performance criteria.
−### Any car that fails to meet the leveling, gap, timing, or accessibility requirements shall be corrected and retested before acceptance.
+### Leveling accuracy, door opening, closing and dwell times, floor-to-floor time and, where selected, ride quality shall be measured at acceptance and recorded against the values in the datasheet and the product data.
−# Maintenance During Warranty {toc}
+### Any car that fails the leveling, sill gap, door timing, reach range or signal timing requirements of the accessibility standards shall be corrected and re-measured before acceptance.
−## Elevators require continuous maintenance from the day they are placed in service; ASME A17.1 requires a Maintenance Control Program, and the equipment manufacturer's authorized service is best positioned to maintain new equipment during the warranty period. {note}
+### The firefighters' emergency operation test shall operate every interfaced initiating device and confirm the recall level, the alternate level, the Phase II functions and the main line power shutdown where provided, and shall be signed by the elevator and fire alarm contractors.
−### Full maintenance of each elevator, including the systematic examination, adjustment, lubrication, and repair (and replacement) of components, shall be provided by the installer for the warranty period in accordance with the equipment's Maintenance Control Program.
−### Maintenance during the warranty period shall be performed by personnel directly employed and supervised by the installer or the equipment manufacturer.
−### Callback (emergency) service shall be provided during the warranty period within a defined response time.
+# Maintenance During the Warranty Period {toc}
+## Maintenance Scope {toc}
+
+### The Contractor shall maintain each elevator for the period indicated in the datasheet, beginning at final acceptance, in accordance with the Maintenance Control Program required by ASME A17.1 Section 8.6 and the manufacturer's maintenance procedures.
+
```datasheet
−label: Maintenance Coverage During Warranty
−type: select
+label: Maintenance Period After Acceptance
+type: range
+unit: months
+min: 0
+max: 24
+setpoints: [0, 3, 6, 12, 18, 24]
+default: 12
+```
+
+### Maintenance shall include the systematic examination, cleaning, lubrication, adjustment and repair of the equipment on the intervals the Maintenance Control Program sets, the replacement of parts worn or failed in normal use, and the tests ASME A17.1 Section 8.6 requires during the period.
+
+### Maintenance shall be performed by mechanics employed and supervised by the Contractor or the equipment manufacturer and licensed in the jurisdiction, and the mechanic shall record each visit in the on-site maintenance record the Maintenance Control Program requires.
+
+### Twelve months of the installer's maintenance after acceptance is the norm; it covers the period in which the new installation is adjusted to the building's actual traffic and in which the Owner has not yet let a maintenance contract. A period of zero leaves maintenance to the Owner's contract from the first day, which suits an Owner with an existing maintenance provider; longer periods are bought where the Owner wants the installer accountable through the first full year of occupancy after a phased move-in. {note}
+
+## Callback Service {toc}
+
+### The callback coverage during the maintenance period shall be as indicated in the datasheet.
+
+```datasheet
+label: Callback Coverage
+type: radio
options:
− - "Full maintenance, normal working hours, with defined callback response"
− - "Full maintenance, with 24-hour callback service"
− - "Full maintenance with examination interval per the Maintenance Control Program"
−default: "Full maintenance, with 24-hour callback service"
+ - "Normal working hours for all callbacks, with 24-hour response to a passenger entrapment"
+ - "24-hour response to all callbacks"
+ - "Normal working hours for all callbacks"
+default: "Normal working hours for all callbacks, with 24-hour response to a passenger entrapment"
```
+### The Contractor shall respond to a callback within the time indicated in the datasheet from the Owner's call, measured to the mechanic's arrival on site.
+
+```datasheet
+label: Callback Response Time
+type: range
+unit: hours
+min: 1
+max: 24
+setpoints: [1, 2, 4, 8, 24]
+```
+
+### An entrapment is answered around the clock under every arrangement, because a passenger in a stalled car cannot wait for morning. Whether every other callback is answered overnight is what the three coverage options decide, and 24-hour coverage of everything is bought for a hospital, a hotel or a residential tower where a car out of service at night is a service failure. The response time that is reasonable depends on where the Contractor's nearest mechanic sits; one hour is attainable in a city with a resident route mechanic and four hours is what a rural site can hold a contractor to. {note}
+
+### The Contractor shall maintain a callback log recording each call, the time received, the time of arrival, the cause found and the correction made, and shall deliver it to the Owner at the end of the maintenance period.
+
# Warranty {toc}
−## The elevator manufacturer and installer warrant the equipment and installation against defects in materials and workmanship for the period below, beginning at acceptance and beneficial use. {note}
+## The Contractor shall warrant the elevator equipment and its installation against defects in materials and workmanship for the period indicated in the datasheet, beginning at final acceptance.
−### The manufacturer and installer shall warrant the elevator equipment and installation against defects in materials and workmanship for the specified period, beginning at acceptance and beneficial use.
+```datasheet
+label: Warranty Period
+type: range
+unit: years
+min: 1
+max: 5
+setpoints: [1, 2, 3, 5]
+default: 1
+```
+## The Contractor shall correct a defect reported within the warranty period at no cost to the Owner, including the labor, parts, freight and the re-inspection the authority having jurisdiction requires for the correction.
+
+## A component replaced or repaired under the warranty shall be warranted for the remainder of the original period or for one year from the date of the repair, whichever is longer.
+
+## The warranty shall exclude damage caused by misuse, vandalism, water intrusion into the pit or hoistway from building conditions outside the Contractor's control, operation outside the manufacturer's published environmental range caused by failure of the building conditioning, and alterations made by others, and the Contractor shall document the cause before declining a warranty claim on those grounds.
+
+## Where the Owner and the Contractor disagree whether a failure is a defect or an excluded cause, the Engineer of Record shall make the initial determination.
+
+## A one-year warranty from acceptance is the norm and runs with the maintenance period, so that the installer who maintains the car is also the one who warrants it. A longer warranty is bought where the maintenance period is longer or where the Owner wants the manufacturer bound beyond the first year, and a warranty separated from maintenance invites a dispute over whether a failure was a defect or a maintenance lapse, which the determination clause above exists to settle. {note}
+
+# Spare Parts and Diagnostic Access {toc}
+
+## The Owner's ability to maintain the elevator after the warranty depends on three things the Contractor controls at closeout: the parts, the wiring diagrams and the means of reading and adjusting the controller. A controller whose diagnostics need a tool the Owner does not own is maintained only by the company that owns the tool, and the price of that maintenance reflects it. The diagnostic access field is where the Owner decides that question before the contract is let rather than after. {note}
+
+## The diagnostic access furnished to the Owner shall be as indicated in the datasheet.
+
```datasheet
−label: Elevator Warranty Period
−type: select
+label: Diagnostic Access Furnished to the Owner
+type: radio
options:
− - "1 year from acceptance / beneficial use (minimum)"
− - "2 years from acceptance / beneficial use"
−default: "1 year from acceptance / beneficial use (minimum)"
+ - "Diagnostic tool, software and credentials furnished to the Owner without time limit, with updates through the warranty"
+ - "On-board diagnostics and adjustment accessible at the controller without a separate tool"
+ - "Diagnostic tool loaned to the Owner for the maintenance period and returned"
```
−### Defective materials and workmanship discovered within the warranty period shall be corrected at no cost to the Owner.
−### The warranty shall exclude damage caused by misuse, abuse, vandalism, or operation outside the rated service conditions, and damage caused by failure of building power, water intrusion, or environmental conditions outside the equipment's published range.
−# Spare Parts and Special Tools {toc}
+## A tool and software furnished outright, or a controller whose diagnostics live on board, lets any licensed elevator contractor maintain the equipment and is what keeps the Owner's maintenance contract competitive after the warranty. A tool loaned for the maintenance period returns the Owner to the manufacturer's service when the period ends, which is the manufacturers' preferred arrangement and the one that comes with their lowest installation price. Manufacturers differ in what they will furnish, and the selection constrains which equipment can bid. {note}
−## The Owner cannot maintain or service the elevator after warranty without the manufacturer's special tools, diagnostic access, and the wiring diagrams; withholding them locks the Owner to a single service provider. {note}
+## The Contractor shall deliver to the Owner the items indicated in the datasheet before final acceptance, against a signed inventory.
−### The Contractor shall deliver to the Owner the special tools, diagnostic devices, passwords, and software access needed to maintain, adjust, and troubleshoot the elevators.
−### A complete set of as-built and straight-line wiring diagrams shall be furnished and retained in the machine room or controller space.
−
```datasheet
−label: Special Tools and Diagnostic Access to Owner
+label: Spare Parts and Special Tools Furnished to the Owner
type: checkbox
options:
− - "Manufacturer special tools and service devices"
− - "Diagnostic / service tool access (and passwords) for the installed controller"
− - "As-built and straight-line wiring diagrams (in machine room)"
− - "Recommended spare parts list with reorder information"
−default: "As-built and straight-line wiring diagrams (in machine room)"
+ - "Record wiring diagrams and straight-line diagram in the machine room or control space"
+ - "Manufacturer's special tools for the equipment furnished"
+ - "Door operator and hall fixture spare parts kit"
+ - "Spare door gibs, rollers and interlock contacts"
+ - "Spare pushbuttons, lamps and fixture faceplate fasteners"
+ - "Spare car emergency lighting battery"
+ - "Recommended spare parts list with part numbers and sources"
+ - "Hoistway and machine room access keys and fixture keys"
+default:
+ - "Record wiring diagrams and straight-line diagram in the machine room or control space"
+ - "Recommended spare parts list with part numbers and sources"
+ - "Hoistway and machine room access keys and fixture keys"
```
−### A recommended spare-parts list with reorder information shall be included in the operation and maintenance manuals so the Owner can procure spares over the equipment's service life.
+## The record wiring diagrams furnished shall reflect the controller as adjusted at acceptance, including every field change, and a straight-line diagram shall be kept in a holder in the machine room or control space as ASME A17.1 requires.
+
+## Where diagnostic credentials are furnished, the Contractor shall record them in a sealed envelope delivered to the Owner's designated representative and shall not retain a credential the Owner has not authorized in writing after the maintenance period ends.