Start with the decision
Start a elevator modernization takeoff by recording the document revision and measurement basis. Separate quantity measurement from pricing and clearly identify items that cannot yet be measured reliably. The worksheet below organizes the estimate; it does not supply design quantities, production rates or market prices.
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.
Record quantities with their basis
| Package | Measurement basis | Inclusion check |
|---|---|---|
| Controls and retained equipment | car identifiers with a replace-or-retain list for each | controller and drive replacement versus retained cab and mechanical equipment |
| Doors and landing fixtures | opening and fixture counts by car, floor and treatment | door operators, fixtures and finish repairs assigned to other trades |
| Outage and return to service | outage stages and verification milestones by car | site coordination, inspection booking and responsibility for addressing outstanding items |
Download the elevator modernization takeoff checklist 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
- List the drawings, schedules and addenda used. Keep units consistent and show where a dimension or quantity came from.
- Measure the defined packages separately. Flag retained components, connections by other trades, temporary access arrangements and inspection coordination so quantities are not silently omitted or counted in multiple packages.
- Record allowances, waste assumptions and unresolved dimensions explicitly. Ask for missing information instead of labeling an estimate as a confirmed quantity.
- Check the takeoff against scope changes and the equipment survey, building access, approved outage sequence and availability of the inspection parties. Have another qualified estimator review important assumptions when the package warrants it.
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 traceable takeoff record with quantities, units, source references and open questions, ready for project-specific pricing.
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 elevator modernization bid inclusions and exclusions checklist. 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.