RFP: Elevator and Lift Maintenance Services

RFP NO. 092926ELV
Request for Proposal
Carteret County Government
Elevator and Wheelchair Lift Preventive Maintenance, Inspection,
Testing, Repair, and Emergency Services
Issued: September 29, 2026
Non-Mandatory Site Visit: October 14, 2026 at 8:00 AM, EST.
Submission Deadline: October 29, 2026 by 10:00 AM, EST.

RFP NO. 092926ELV
CARTERET COUNTY GOVERNMENT
Phone: 252-648-7877
REQUEST FOR PROPOSAL
Date: 09/29/2026
To: Qualified Elevator Contractors
Project Name: Elevator and Wheelchair Lift Preventive Maintenance, Inspection, Testing, Repair, and Emergency Services
Scope of Work:
The purpose of this Request for Proposal (RFP) is to solicit proposals from qualified elevator contractors to provide preventive
maintenance, inspection, testing, repair, emergency response, and related services for the County's four (4) Thyssen Krupp
elevators and one (1) Chenery Co. wheelchair lift. The intent is to establish a full-service maintenance agreement that ensures
all equipment remains safe, reliable, code compliant, and available for continuous operation.
The successful contractor shall furnish all labor, supervision, transportation, tools, equipment, testing devices, consumable
materials, and incidentals necessary to perform the services described herein.
The contractor shall schedule and perform a Category 5 test and have a qualified elevator inspector present upon award.
The contract shall include maintenance and repair of the following equipment at its respective location(s):
- Two (2) passenger elevators at the Detention Center - 304 Craven Street, Beaufort, NC 28516
- One (1) passenger elevator at the Department of Social Services - 210 Craven Street, Beaufort, NC 28516
- One (1) passenger elevator at the Courthouse Complex - 302 Courthouse Square, Beaufort, NC 28516
- One (1) wheelchair lift at the Courthouse Complex - 302 Courthouse Square, Beaufort, NC 28516
The contractor shall maintain all equipment in accordance with applicable North Carolina codes and the required
maintenance, inspections, and periodic testing established by the North Carolina Department of Labor and applicable
ASME standards.
All work shall comply with the latest adopted editions, as applicable, including but not limited to:
- North Carolina Elevator and Amusement Device Act.
- NCDOL requirements.
- North Carolina Building Code.
- ASME A17.1 Safety Code for Elevators and Escalators
- ASME A17.2 Guide for Inspection of Elevators
- ASME A17.3 Safety Code for Existing Elevators
- ASME A18.1 Safety Standard for Platform Lifts and Stairway Chairlifts
- National Electrical Code (NFPA 70)
- OSHA Regulations
- Manufacturer recommendations

RFP NO. 092926ELV
Scope of Services - The contractor shall provide a complete preventive maintenance program including, but not limited to:
MECHANICAL SYSTEMS (APPLIES TO ALL) DOOR SYSTEMS (APPLIES TO ALL)
- Adjust, clean, and lubricate all moving parts - Clean door tracks
- Inspect drive equipment, hydraulic system (if - Adjust door operators
applicable), pumps, valves, guide rails, sheaves, - Inspect and clean rollers
governor, ropes or belts, machine bearings, - Inspect and clean door locks
machine brakes, buffers, pit equipment, and - Adjust closing speed
counterweights. - Inspect reopening devices
- Check motor operation - Replace worn rollers and guides as required
ELECTRICAL COMPONENTS (APPLIES TO ALL) SAFETY DEVICES (APPLIES TO ALL)
- Tighten and clean electrical connections - Inspect safety circuits, terminal limits, final limits,
- Inspect and verify relays, controllers, contactors, governor system, pit switches, pit cables, oil
circuit boards, emergency power systems, and lines and valves, belts, and machine room
communications disconnect
- Test battery systems - Verify fire service operation
- Verify emergency recall
- Verify alarm systems
PASSENGER ELEVATORS WHEELCHAIR LIFT
- Inspect cab lighting, flooring, wall panels, ceiling, - Inspect hydraulics, flooring, wall panels,
handrails, buttons, and operating panels handrails, door locks, stop switches, alarms,
- Verify ADA features buttons, battery backup, manual controls,
landings, communication device, and operating
panels
Inspections and Testing - The contractor shall perform and coordinate all required testing, including, but not limited to:
* Annual inspections
* Category 1 testing
* Fire Service testing
* Emergency Power testing
* Safety Device testing
* All documentation required by the North Carolina Department of Labor
All inspections and testing shall be prescheduled with the County POC listed.
Maintenance Control Program (MCP) - The contractor shall establish and maintain a MCP for each elevator and lift as
required by ASME standards. Maintenance records shall include the following:
* Date of service
* Technician
* Work performed
* Adjustments made
* Parts replaced
* Test results
* Code deficiencies
* Recommended repairs
Maintenance records shall remain on-site at all times. Electronic copies shall be sent to the County POC within 48-hours once
completed.

RFP NO. 092926ELV
Repairs - The contractor shall provide all labor and documentation necessary for repairs.
* Description of failure
* Cause of failure
* Parts required
* Labor hours
* Estimated downtime
* Cost breakdown
* Photographs when applicable
All repairs outside the preventive maintenance scope shall require County authorization before work proceeds, except in
emergency situations approved by the County representative.
The contractor shall maintain adequate inventory to minimize downtime. OEM parts shall be used whenever available,
equivalent superior parts may be used with owner notice and approval.
Response Times - The contractor shall be available to respond 24/7.
Emergency response time shall be 24/7 - 365
Maximum response times for entrapment and other related safety hazards shall not exceed two (2) hours for on-site activity.
Routine Service Calls shall be no later than the next business day after initial contact.
Reporting Documentation - The contractor shall provide the following after each visit:
* Inspection report, maintenance checklist, equipment condition, recommended repairs, code concerns, parts replaced,
technician information, and time on-site.
Quarterly reports shall also be summarized and submitted to include:
* Call backs, equipment downtime, repairs completed, preventive maintenance completed, and recommendations.
Scheduling
Each maintenance visit shall be custom prepared to meet special County requirements and manufacturer guidelines.
Maintenance intervals will generally follow the schedule established within this RFP; however, exact service dates may be
adjusted based on seasonal conditions, manufacturer recommendations, and equipment operating hours.
Additional Provisions
* The Contractor shall provide a detailed preventative maintenance program tailored to this RFP.
* Any damages caused by the Contractor shall be repaired or replaced at the Contractor's expense, subject to the
County's discretion.
* The awarded Contractor shall execute a contract with the County and comply with all Terms and Conditions and the
Agreement for Services.
* The Contractor shall obtain the required permits, if required, give all notices to the County POC (including a copy of
any permits), and comply with all laws, ordinances, codes, rules and regulations bearing on the conduct of the work.
Permits shall be posted onsite at project location. No time extensions shall be granted or financial consideration given
to the Contractor for time or monies lost due to violations of any such ordinance, code, law or regulations that may
occur.

RFP NO. 092926ELV
Background Checks
The Contractor agrees to be responsible for and shall provide general supervision of all its employees working under this
contract. Each employee shall be at least eighteen (18) years old. The Contractor shall be responsible for requesting and paying
for criminal background checks on all individuals providing services under this contract. Background checks may be provided by
any vendor, or from a North Carolina State agency, providing the criminal history check is done nationwide. A criminal history
will not automatically disqualify an employee from employment on this contract unless explicitly mandated by law. The
Contractor shall update these checks and provide them to a designated County representative on an annual basis.
Employees working in the Courts and Sheriff's Office areas shall be fingerprinted. Prior to working at the Sheriff's Office, the
Contractor shall provide Carteret County Government with the names of each employee for purposes of background checks for
suitability of employment in the department. The Sheriff may deny the acceptance of any employee into the offices. This
decision has no appeal and requires no explanation.
Award of Contract
Carteret County Government reserves the right to award to multiple Contractors deemed to be fully qualified and best suited
among others submitting proposals on the basis of the evaluation factors included within this RFP. Once the proposals are
ranked by Carteret County Government's Committee and the qualified Contractor is determined, Carteret County Government
may conduct further negotiations, and/or request presentations to any or all Contractors. Carteret County Government reserves
the right to accept or reject, in whole or in part, proposals directed to the best interest of the County. Each Contractor shall fill
out the required information within this RFP, submit Certificate of Insurance for liability and Worker's Compensation in order for
the proposal to be qualified. Carteret County Government reserves the right to reject any or all proposals for any reason.
Evaluation Criteria - Proposals will be evaluated based on:
* Overall cost -30% weight
* Qualifications and Experience - 20% weight
* Scope compliance and approach - 20% weight
* Past performance and references - 20% weight
* Response capability and staffing - 10% weight
Term of Contract
The initial term of this contract will begin upon execution of the agreement and continue through June 30, 2027. The option to
renew this contract may be offered for five (5) one (1) year renewals at the discretion of Carteret County Government.

RFP NO. 092926ELV
Carteret County POC
All inquiries concerning the Scope of Services, Proposal Submission Requirements, and Site Visits should be directed to:
Mr. Ray Farnum
Project Coordinator
306 Church Street, Morehead City, NC 28557
Email: Ray.farnum@carteretcountync.gov
Telephone: 252-241-6913
Proposals shall be emailed, mailed, and/or hand delivered to the address of the POC shown above, and if mailed
the sealed envelope shall clearly state the name of this RFP. It is the sole responsibility of the Contractor to ensure
that their proposal arrives by the designated submission date assigned.
Issued Date: September 29, 2026
Non-Mandatory Site Visit: October 14, 2026 at 8:00 AM, EST. - 302 Courthouse Square, Beaufort, NC 28516 at the front
breezeway.
All prospective contractors are encouraged to attend. The site visit is not mandatory, but if a Contractor elects not to
participate in the site visit, change orders to the contract shall not be approved based on lack of knowledge of information
that contractor would have known if it had attended the site visit.
Questions will be answered until October 26, 2026.
Due Date: Proposals to the attention of Mr. Ray Farnum are due no later than October 29, 2026 by 10:00 AM,
EST.

RFP NO. 092926ELV
G E N E R A L C O N D I T I O N S
GENERAL
a) By submitting a proposal, the Service Provider (hereinafter referred to as the "Contractor" or "Vendor") acknowledges
that it has carefully reviewed the contract documents, drawings and specifications, has visited and inspected the
project site, and has satisfied itself as to the nature and extent of the Work and Services to be performed, as well as all
conditions that may affect the performance and completion of the Contract. The Contractor further acknowledges that
the Contract is being issued by Carteret County Government (hereinafter referred to as the "County" or "Owner").
MATERIALS, EQUIPMENT AND EMPLOYEES
a) The Vendor shall, unless otherwise specified, supply and pay for all labor, transportation, materials, tools, apparatus,
lights, power, fuel, sanitary facilities and incidentals necessary for the completion of his work, and shall install, maintain
and remove all equipment of the construction, other utensils or things, and be responsible for the safe, proper and
lawful construction, maintenance and use of same, and shall construct in the best and most workmanlike manner, a
complete job and everything incidental thereto, as shown on the plans, stated in the specifications, or reasonably
implied therefrom, all in accordance with the contract documents.
b) All materials shall be new and of quality specified, except where reclaimed material is authorized herein and approved
for use. Workmanship shall at all times be of a grade accepted as the best practice of the particular Service involved,
and as stipulated in written standards of recognized organizations or institutes of the respective trades except as
exceeded or qualified by the specifications.
c) No changes shall be made in the Work except upon written approval and change order by Director, Carteret County
General Services. The Contractor shall submit detailed documentation supporting all proposed changes, including cost
breakdowns, labor, materials, equipment, overhead, profit, and schedule impacts. Failure to obtain an executed
Change Order prior to performing additional Work constitutes a waiver of any claim for additional compensation or
additional Contract time.
d) Products are generally specified by ASTM or other reference standard and/or by manufacturer's name and model
number or trade name. When specified only by reference standard, the Contractor may select any product meeting
this standard, by any manufacturer. When several products or manufacturers are specified as being equally
acceptable, the Contractor has the option of using any product and manufacturer combination listed.
e) However, the Contractor shall be aware that the cited examples are used only to denote the quality standard of product
desired and that they do not restrict bidders to a specific brand, make, manufacturer or specific name; that they are
used only to set forth and convey to bidders the general style, type, character and quality of product desired; and that
equivalent products will be acceptable. Substitution of materials, items or equipment of equal or equivalent design
shall be submitted to the architect or engineer for approval or disapproval; such approval or disapproval shall be made
by the architect or engineer prior to the opening of bids.
f) If at any time during the Service and completion of the work covered by these contract documents, the conduct of any
worker of the various crafts be adjudged a nuisance to the Owner or if any worker be considered detrimental to the
work, the Contractor shall order such parties removed immediately from the site.
g) The Contractor shall designate a foreman/superintendent who shall direct the work.
CODES, PERMITS AND INSPECTIONS
a) The Contractor shall obtain the required permits, if required, give all notices, and comply with all federal, state, and
local laws, ordinances, codes, ADA requirements, rules and regulations bearing on the conduct of the work under this
contract. If the Contractor observes that the drawings or specifications are at variance therewith, they shall promptly
notify the Owner in writing. If the Contractor performs any work knowing it to be contrary to such laws, ordinances,
codes, rules and regulations, and without such notice to the Owner, he shall bear all cost arising from non-compliance
with requirements.

RFP NO. 092926ELV
b) All work under this contract shall comply with all local, state, and federal laws, ordinances, codes, rules and regulations
bearing on the conduct of work. All work shall conform to the current North Carolina Building Code and other state and
national codes as are applicable.
c) The Contractor shall accompany a County designated representative(s) on inspections of the work as scheduled by
Carteret County Government. Carteret County Government reserves the right to make determination as to whether
service is being performed satisfactorily.
d) All Contractors shall comply with all applicable laws regulating the practice of general contracting as contained in
Chapter 87 of the General Statutes of North Carolina. For contracts that are $40,000.00 or more, except for certain
specialty work as determined by the licensing board, Contractors are required to become licensed by the NC licensing
board.
SAFETY REQUIREMENTS
a) The Contractor shall be solely responsible for the entire site and the construction and service of the same and provide
all the necessary protections as required by laws or ordinances governing such conditions and as required by the
Owner. They shall be responsible for any damage to the Owner's property or that of others on the job, by himself, his
personnel or his subcontractors, and shall make good such damages. They shall be responsible for and pay for any
claims against the Owner arising from such damages.
b) The Contractor shall adhere to the rules, regulations and interpretations of the North Carolina Department of Labor
relating to Occupational Safety and Health Standards for the Construction Industry (Title 29, Code of Federal
Regulations, Part 1926 published in Volume 39, Number 122, Part 11, June 24, 1974 Federal Register), and revisions
thereto as adopted by General Statutes of North Carolina 95-126 through 155.
c) The Contractor shall provide all necessary safety measures for the protection of all persons on the work, including the
requirements of the AGC Accident Prevention Manual in Construction as amended, and shall fully comply with all state
laws or regulations and North Carolina Building Code requirements to prevent accident or injury to persons on or about
the location of the work. They shall clearly mark or post signs warning of hazards existing, and shall barricade
excavations and similar hazards. They shall protect against damage or injury resulting from falling materials and he
shall maintain all protective devices and signs throughout the progress of the work.
COUNTY BADGES AND KEYS
The County may issue the Contractor means of entry by a contractor badge or physical key. In the event a contractor badge is
lost, stolen, or otherwise unaccounted for, the Contractor shall be liable for a replacement fee in the amount of two hundred and
fifty dollars ($250.00), which may, at the County's sole discretion, be deducted from any payment due to the Contractor. In the
event a physical key is lost, stolen, or otherwise unaccounted for, the County shall retain the sole authority to select and engage
a certified locksmith to rekey or replace all affected locks and keys. The full cost of such services, including labor and materials,
shall be the sole responsibility of the Contractor and may be invoiced to the Contractor and/or deducted from any amount
otherwise due under this Contract. The Contractor shall notify the County's Point of Contact (POC) immediately upon discovery
of any lost, stolen, or misplaced badge or key. Failure to provide timely notification may result in additional liability for any
damages, cost, or security risk incurred by the County as a result of the delay.
ENVIRONMENTAL PROTECTION
a) The Contractor shall comply with all environmental laws and regulations.
b) The Contractor shall immediately clean any fuel, oil, chemical, or hazardous material spill at its sole expense and shall
indemnify the County from all resulting damages.
RECORD RETENTION
The Contractor shall retain all project records, payroll records, invoices, delivery tickets, subcontract agreements,
correspondence, and supporting documentation for not less than five (5) years following the final payment, or longer if litigation,
audit, or claims are pending. They shall also cooperate with the County in responding to lawful public records requests.

RFP NO. 092926ELV
TAXES
a) Carteret County is not exempt from North Carolina State Sales and Use Taxes on labor, material and equipment to be
incorporated in the Work. Said taxes shall be included in invoices submitted by Contractor. Contractor in submitting his
invoices shall break out all sales taxes as a separate item and County where purchase was made.
INSURANCE
(a) To the fullest extent permitted by laws and regulations, Contractor shall indemnify and hold harmless the County and
its officials, agents, and employees from and against all claims, damages, losses, and expenses, direct, indirect, or
consequential (including but not limited to fees and charges of engineers or architects, attorneys, and other
professionals and costs related to court action or arbitration) arising out of or resulting from Contractor's performance
of this Contract or the actions of the Contractor or its officials, employees, or Contractors under this Contract or under
contracts entered into by the Contractor in connection with this Contract. This indemnification shall survive the
termination of this Contract.
(b) In addition, Contractor shall comply with the North Carolina Workers' Compensation Act and shall provide for the
payment of workers' compensation to its employees in the manner and to the extent required by such Act.
Additionally, Contractor shall maintain, at its expense, the following minimum insurance coverage:
$1,000,000 per occurrence /$2,000,000 aggregate-Bodily Injury Liability, and
$100,000 --- Property Damage Liability or 1,000,000 per occurrence /$2,000,000 aggregate-Combined
Single Limit Bodily Injury and Property Damage.
(c) The Contractor upon execution of this Contract shall furnish to the County a Certificate of Insurance reflecting the
minimum limits stated above. The Certificate shall provide for thirty-(30) days advance written notice in the event of a
decrease, termination or cancellation of coverage. Providing and maintaining adequate insurance coverage is a
material obligation of the Contractor. All such insurance shall meet all laws of the State of North Carolina. Such
insurance coverage shall be obtained from companies that are authorized to provide such coverage and that are
authorized by the Commissioner of Insurance to do business in North Carolina. The Contractor shall at all times
comply with the terms of such insurance policies, and all requirements of the insurer under any such insurance
policies, except as they may conflict with existing North Carolina laws or this Contract. The limits of coverage under
each insurance policy maintained by the Contractor shall not be interpreted as limiting the CONTRACTOR's liability
and obligations under the Contract.
INVOICE FOR PAYMENT
a) Payment will be made in one lump sum within thirty (30) consecutive days after acceptance of the work, unless
otherwise agreed upon, and the submission both of notarized Contractor's affidavit and copies of invoices, which are to
include the contract, account and job order numbers.
b) Each invoice shall note the amount of Sales Tax paid by the Contractor, contain release of lien from subcontractors
and vendors for prior invoices paid, and contain a notarized Contractor's affidavit.
c) The Contractor's affidavit shall state, "This is to certify that all costs of materials, equipment, labor, and all else entering
into the accomplishment of this contract, including payrolls, have been paid in full."
d) Executed contract documents, insurance certifications and, upon completion and acceptance of the work, invoices and
other information requested are to be sent to:
Mr. Ray Farnum
Project Coordinator
5231 Business Drive, Newport, NC 28570
Email: Ray.farnum@carteretcountync.gov
Telephone: 252-241-6913
e) It is imperative that contract documents, invoices, etc., be sent only to the above address in order to assure proper and
timely delivery and handling.

RFP NO. 092926ELV
CLEANING UP
a) The Contractor shall keep the sites and surrounding area reasonably free from rubbish at all times and shall remove
debris from the site from time to time or when directed to do so by Carteret County. Before final inspection and
acceptance of the project, the Contractor shall thoroughly clean the sites, and completely prepare the project and site
for use by Carteret County.
INSPECTION RIGHTS
a) The County, its representatives, its third-party vendors, and inspectors shall have unrestricted access to the work at all
reasonable times.
b) The Contractor shall provide access to all facilities related to the Contract.
c) Inspection shall not relieve the Contractor of responsibility for defective Work.
GUARANTEE
a) The Contractor shall unconditionally guarantee materials and workmanship against patent defects arising from faulty
materials, faulty workmanship or negligence for a period of twelve (12) months following the final acceptance of the
work and shall replace such defective materials or workmanship without cost to the owner.
b) Where items of equipment or material carry a manufacturer's warranty for any period in excess of twelve (12) months,
then the manufacturer's warranty shall apply for that particular piece of equipment or material. The Contractor shall
replace such defective equipment or materials, without cost to the owner, within the manufacturer's warranty period.
Warranty begins upon Final Acceptance.
c) Additionally, the owner may bring an action for latent defects caused by the negligence of the Contractor, which is
hidden or not readily apparent to the owner at the time of beneficial occupancy or final acceptance, whichever occurred
first, in accordance with applicable law. The Contractor shall respond within 24-hours for emergencies and make
corrections within three (3) business days. Failure to correct items within this timeline shall allow the County to repair
and back-charge the Contractor.
CONTRACTOR-SUBCONTRACTOR RELATIONSHIPS
The Contractor agrees that the terms of these contract documents shall apply equally to a subcontractor as to the
Contractor, and that the subcontractor is bound by those terms as an employee of the Contractor. All subcontractors are
subject to approval by the County. No subcontractor may be substituted without prior written approval.
EQUAL OPPORTUNITY
The Contractor shall comply with all applicable Federal, State, and Local laws prohibiting discrimination in employment
and shall not discriminate against any employee or applicant for employment on the basis of any protected characteristics
provided by law.
UTILITIES
a) Temporary utilities services are furnished at Contractor's expense unless otherwise noted. (i.e.; power, water, sewer,
steam, telephones, portable toilets, trash containers, etc.)
b) When digging or trenching on or adjacent to County property, a 48-hour notice is required to locate existing
underground utilities. Contractor must contact the County POC as well as the NC One Call Center (1-800-632-4949)
for public utilities.
c) Private location services shall be the Contractor's responsibility unless specifically noted within the RFP.