Start with the decision
Compare elevator modernization proposals against the same scope and revision before comparing their totals. Pay particular attention to retained components, connections by other trades, temporary access arrangements and inspection coordination. The lowest number may describe a smaller package, and a more expensive offer may include work the other bidders have excluded.
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.
Level the scope before the price
| Package | Difference to check | Evidence to request |
|---|---|---|
| Controls and retained equipment | controller and drive replacement versus retained cab and mechanical equipment | A written confirmation covering existing car inventory, controller scope and components proposed for reuse |
| Doors and landing fixtures | door operators, fixtures and finish repairs assigned to other trades | A written confirmation covering opening and fixture schedules by car and served floor |
| Outage and return to service | site coordination, inspection booking and responsibility for addressing outstanding items | A written confirmation covering car-by-car sequence, building access plan and acceptance milestones |
Download the elevator modernization compare quotes 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
- Create a column for each proposal and a row for each required deliverable. Use not stated when the proposal is silent.
- Separate firm scope from allowances and options. Request the basis of any provisional quantity rather than inserting your own assumed price.
- Check schedule assumptions against the equipment survey, building access, approved outage sequence and availability of the inspection parties. Compare like-for-like access and timing as well as materials and labour.
- Ask each bidder to incorporate agreed clarifications into a revised proposal. Keep the revision and date alongside the comparison.
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 comparison that explains scope and timing differences, plus a short clarification list. It is a decision aid, not an authorization to start work.
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 elevator modernization contractor schedule and lead-time checklist. 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.