Start with the decision
An effective elevator modernization invitation to bid tells a business what to price, which information controls and how to respond. Include a scope sheet, current references, known constraints and one clarification route. Make clear whether you need a budget estimate or a firm quotation.
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.
Assemble the pricing information
| Package | Source information | Requested pricing distinction |
|---|---|---|
| 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 package 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
- Identify the issuer, project location, response deadline and time zone. State the permitted submission route and document-access arrangements.
- List drawing revisions and addenda. Include relevant information about the equipment survey, building access, approved outage sequence and availability of the inspection parties, not simply an intended start date.
- Ask bidders to identify retained components, connections by other trades, temporary access arrangements and inspection coordination as included, excluded or separately offered. Request stated assumptions for unresolved items.
- Explain how questions and revised information will be distributed. Confirm receipt of important changes before relying on an earlier price.
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 consistent invitation with enough information for comparable responses and a clear record of the documents each bidder received.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. Confirm the project location and the scope of the business’s authority with the responsible project team. The U.S. Small Business Administration provides a starting point for business licensing resources.
For a project in Canada
Record the province or territory, municipality and actual service area. Use Canada’s permits and licences resources to locate relevant checks, including the linked BizPaL service. Confirm requirements for the actual activity and location.
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 compare elevator modernization contractor quotes. For the other side of the conversation, see the elevator modernization bid proposal 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.