Start with the decision
A useful elevator modernization bid proposal connects a clearly identified scope to a stated price basis and delivery assumptions. Follow the invitation’s required form and instructions. Where a separate scope attachment is permitted, make the package boundaries easy to find rather than burying them in a general cover note.
This guide is for business-to-business project planning in the United States and Canada. For the wider trade context, visit the elevator modernization resource hub.
Tie each offer to a scope reference
| Package | Identify in the proposal | Clarify the responsibility |
|---|---|---|
| Controls and retained equipment | existing car inventory, controller scope and components proposed for reuse | controller and drive replacement versus retained cab and mechanical equipment |
| Doors and landing fixtures | opening and fixture schedules by car and served floor | door operators, fixtures and finish repairs assigned to other trades |
| Outage and return to service | car-by-car sequence, building access plan and acceptance milestones | site coordination, inspection booking and responsibility for addressing outstanding items |
Download the elevator modernization bid proposal worksheet (CSV)
Fill in the response, owner or source, and date checked. Keep unresolved items visible. The file contains planning prompts only; it does not calculate quantities or make an approval decision.
Put the checklist to work
- State your business, the project reference, the documents and addenda priced, the proposal date and the required response contact.
- List deliverables, quantities where appropriate, and assumptions. Address retained components, connections by other trades, temporary access arrangements and inspection coordination expressly and distinguish options from included work.
- Explain schedule assumptions involving the equipment survey, building access, approved outage sequence and availability of the inspection parties. Do not promise an unconditional start date when important inputs are unconfirmed.
- State the currency and price basis, and address the commercial information requested by the invitation. Obtain appropriate review of proposed engagement terms rather than treating this checklist as contract wording.
A scope gap worth discussing
Illustrative example — not a Build Accord client project
One bid includes new landing fixtures on every served floor while another reuses selected fixtures. Ask for a floor-by-floor list and check that the proposals allow for the same staggered outages before comparing totals.
Apply this to your decision: A readable, project-specific proposal with an identifiable scope, price basis and clarification record.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. For federal notices, use SAM.gov Contract Opportunities and check the individual notice’s stage and instructions. A prime-contract notice is not automatically a subcontract invitation.
For a project in Canada
Record the province or territory, municipality and actual service area. Use CanadaBuys tender opportunities as one public-procurement source, then read the issuer’s documents and submission route. Do not assume it lists every private construction package.
For either market, state the currency, units and deadline time zone. This worksheet is general planning guidance, not a determination of licensing, procurement eligibility or technical compliance.
The next useful step
Continue with how to follow up on a elevator modernization bid. For the other side of the conversation, see the elevator modernization project scope guide.
Build Accord coordinates introductions between construction project teams and trade contractors. An inquiry starts a discussion of fit and availability; it does not guarantee a contractor, an invitation to bid or an award. These guides are not a listing of currently available crews or projects.