Method Statement for Elevator
Installation
By Noel MadesPosted on May 22, 2018In Method Statement (MEP)10 Comments
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Construction of a high-rise building requires elevators to access the
floors very easily. Therefore, installation of
an elevator has to be done
carefully, that’s the reason why a method statement for elevator
installation must be submitted to the Engineer or Consultant in order
to check or determine what activity, material, equipment are needed in
the job. The safety of the elevator installation should also be added to
the method statement as this is a primary concern of both contractor
and consultant safety personnel.
So, without further ado here is the method statement for the elevator
installation.
1. Title
Method Statement for Elevator Installation
2. Purpose
The aim of this method statement is to describe the process and
sequence of installation of the elevator in this project. The purpose of
this method is to define the specific tasks to be performed by
Company relating the elevator installation works and to make sure
quality of the output including the safety of the works.
3. Reference
• Shop drawing (place your shop drawing reference number here)
• Material approval request (place your MAR reference number here)
• Specification Section (place your specification section number here)
4. Material
• Guide rails, guide brackets, machines
• Ropes, Counterweight frame, Sling,
• Cabin, Electrical Kit, Controller, Drive
5. Manpower
•Project Manager
• Construction Manager
• Assistant Construction Manager
• Project Engineer
• Site Engineer
• Foreman
• Chargehand
6. Equipment & Tools
• Lifting tools
• Mechanical hoist
• Testing equipment
• Task lighting
• Scaffolding
• Mechanical tools
7. Methodology
7.1 Site Preparation
7.1.1 Move hand tools, installation tools and all lift hardware to the
appointed locations near the shaft.
7.1.2 Properly barricaded hydraulic trolleys will be used to shift
materials to the lift shaft from the laydown area; adequate signage will
also be posted.
7.1.3 Check that delivered material conforms to the approved
materials list, and that a valid Company inspection sticker is placed on
the scaffolding within the lift shaft. A 3-rd party certified and
Municipality-approved inspector/scaffolder will erect and inspect the
scaffolding.
7.1.4 Ensure the availability and suitability of all personal protective
equipment (PPE).
7.2 Shaft Survey and Plumb
7.2.1 Pre-Task Briefing to be conducted by the supervisor, who will
assign a single team per lift that will work at only one level.
7.2.2 Entrance to the lift is forbidden to all 3rd parties unless the Lift
Contractor explicitly permits it.
7.2.3 Unauthorized entry should be blocked with a hard-lockable
barricading at every landing door opening. The barricading should
block access to the door completely, and only barricade removal
would facilitate entry, thus preventing all unauthorized access.
7.2.4 The shaft plumbing jig should be fixed and arranged according
to the distance between the guide rails, and the shaft dimensions.
7.2.5 The plumbing jig is to be mounted on to the jig support and its
position adjusted according to the layout drawing. Then, clamps
should be used get it tightened.
7.2.6 Six nos. of plumbing weights (two nos. for car guide rail location,
two nos. counterweight guide rail location and two nos. for front
wall/landing door location) should be hanged into the pit while
ensuring the stability and sturdiness of the plumbs.
Read also: Method Statement for Installation of Ductwork with
Accessories
7.2.7 Measure the lift shaft and make the necessary adjustments to
the plumbing jig position accordingly.
7.2.8 Fill in the plumbing table after measuring the dimensions of the
lift well dimensions at each landing.
7.2.9 Use the steadier brackets to secure the plumbing wires in the pit
and verify the correct distances between the plumbing wires.
7.3 Rail Bracket Positioning and Marking and Installing
7.3.1 Consult the drawings from the Approved Lay Out to determine
the car and counterweight guide rail brackets’ spacing and mark the
locations of the holes for drilling in order to fix the anchor fasteners.
7.3.2 Move each bracket set to the appropriate scaffolding platform
where the brackets are to be fixed to the wall and drill holes for each
position.
7.3.3 Use anchor fasteners to fix brackets and ensure they are level.
7.3.4 Ensure the rail bracket is welded at an angle compatible to site
dimensions.
7.4 Installation of Car and Counterweight Guide Rails
7.4.1 Use a cotton cloth to clean guide rails. Place guide rails at shaft
base so that half of them remain with the tongues (female end) and
half with the grooves (male end).
7.4.2 Clean the guide rails’ machined ends meticulously to end up with
high-quality joints. Use fish plates to connect adjacent guide rails.
7.4.3 Use guide clips to lift each rail and fix it into position to its
bracket.
7.4.4 Use the car guide alignment tool to align the car and
counterweight guide rails.
7.4.5 Ensure the DBG (Distance Between Guides) is maintained
properly for the whole length of the elevator shaft.
7.4.6 Make sure no lateral tolerance or twist exists in the rail
7.4.7 Optimal ride comfort cannot be achieved unless car and
counterweight guide rails are aligned in the same way and by using
the same care.
7.5 Installation of Overhead Room Equipment
7.5.1 Hoisting motor is preinstalled on the frame upon delivery.
7.5.2 Diverter sheave assembly along with its fastenings will be
disassembled.
7.5.3 Insert the preassembled diverter wheel assembly between the
beams and the concrete base.
7.5.4 The hoisting equipment, with an appropriate capacity, is fixed in
the headroom ceiling’s hooks and the technician controls the hoist
during lifting and installation.
7.5.5 Use anchor bolt to fix Electric hoist or Tirak to the wall and put
the pulley in hook overheard. Rope from the electric hoist or Tirak will
go to overhead pulley before descending to machine below.
7.5.6 Use the hoisting equipment, e.g., Electric hoist or Tirak to lift the
machine and place it on the bed plate or the base on the rubber
isolation pads.
7.5.7 Align the machine with rope center and anchor it if needed using
suitable means. Align it with the spirit level.
7.5.8 Fasten the diverter sheave with the machine. Leave the
cabinet’s packing protection on just until the start of the installation.
7.5.9 Mark the controller’s fixing points according to the layout
drawings before drilling holes on the floor.
7.5.10 Move the cabinet to its place and fix it to the floor with the
fastening gear.
Read also: Method Statement for Chasing Ceiling for New Location of
Light Points and Junction Box
7.6 Installation of Car and Counterweight Frame
7.6.1 Move all the items of the car body to the top floor and place
them near the shaft.
7.6.2 Proceed with scaffolding removal up to the top floor level and
make sure you store it safely.
7.6.3 Lift the bottom yoke assembly and set it up centrally between the
guides.
7.6.4 Put together the total sling and secure it using bolts and nuts.
7.6.5 Check and adjust the diagonal as needed.
7.6.6 Install the shoe assembly in the top and bottom sling assembly
and secure them centrally.
7.6.7 Check and make sure no twists exist in the shoes’ fixings.
7.6.8 Secure the safety gear firmly under the bottom yoke.
7.6.9 Inspect the gap between the guide and the wedge and ensure its
uniformity.
7.6.10 Make sure the wedge moves freely during over speed or
emergency situations.
7.6.11 Move the counterweight frame close to the lowest landing
access.
7.6.12 Fix the counterweight frame in the guide rails’ center.
7.6.13 Check and adjust the diagonal as needed.
7.6.14 Check and make sure no twists exist in the shoes’ fixings.
7.7 Roping (Main and Overspeed Governor Rope)
7.7.1 Install the governor rope between the overspeed governor and
the tension weight pulley.
7.7.2 Make sure no twists form in the rope during fixing.
7.7.3 Connect the lever activating the safety gear to the car top yoke
using the overspeed governor rope
7.7.4 Mobilize and check how the safety gear engages by pulling the
overspeed governor rope. Also, ensure that the tension weight pulley
moves freely.
7.7.5 Secure the main ropes between the car and counter-weight
wedges in the overhead area’s pulley room, one at a time.
7.7.6 Make sure no twists form in the rope during fixing.
7.7.7 Conduct periodical inspections of the ropes’ elongation and
make sure they are shortened if necessary after a prespecified of
travels is completed.
7.7.8 Install all rope retaining clips and ensure the safety pins are
positions steadily in their place
7.8 Car Platform and Walls Installation
7.8.1 Raise the platform and guide it onto the bottom yoke.
7.8.2 Make sure there is proper running clearance by centering and
aligning the platform.
7.8.3 Secure it steadily with the bottom yoke using clamps and
isolation pads.
7.8.4 Install all walls according to the assembly procedures and make
sure they are vertical and sized appropriately.
7.8.5 Carefully lift the ceiling and connect it firmly to the walls.
7.8.6 Secure the car cabin at the top using clamps and isolation pads
7.8.7 Inspect the verticality and diagonals of the car body, making
sure its center is aligned to the landing door’s center.
7.9 Landing Doors and Car Door
7.9.1 Draw the level line of the finished floor at all landings.
7.9.2 Draw out on the car sill, the center line of the door and the clear
opening’s width.
7.9.3 Register the positions of the sill’s and header’s holes/brackets
and use expander bolts to fix the same.
7.9.4 Secure the sill and header and ensure they are aligned.
7.9.5 To install the door panels, lift them through the car and ensure
their alignment.
Read also: Method Statement For Laying Of Low Voltage Cables and
Wires
7.9.6 Do the same at every floor.
7.9.7 Install the car’s front entrance panels.
7.9.8 Mount the brackets to install the car door drive and make sure it
is aligned.
7.9.9 Secure the sill and header for the car door and ensure the car
door panels are aligned.
7.10 Installation of Pit Equipment
7.10.1 Inspect the buffers for damage from transportation make sure
all relevant components are available.
7.10.2 Mark the buffers’ location by checking the layout drawings.
7.10.3 Secure them in place by using the necessary means.
7.10.4 Turn on the buffers and make sure the limit switch is activated
and operates nominally.
7.11 Shaft Electrification
7.11.1 Install the shaft trunkings and layshaft electrification bundles
inside the trunking sections.
7.11.2 Connect the wires for all landing door locks.
7.11.3 Install and connect the wiring for pit stop switch, tension weight
switch and 3-pin sockets.
7.11.4 Lay the travelling cable, terminating one end inside the control
panel and the other to the connection box on the car top.
7.11.5 Install wiring from the control panel to the machinery unit and
the main switch
7.11.6 Install all landing call buttons and indicators and connect the
wires.
7.11.7 Install the Emergency Battery panel and connect the wires.
7.11.8 Finish up all connections on the control panel.
7.11.9 Install the intercom and connect the wires.
7.12 Car Interiors and Car Electrification
7.12.1 Install the COP (Car Operating Panel) in the car and terminate
all wires.
7.12.2 Install the hand rail’s brackets and mount it firmly.
7.12.3 Install the light curtain to the panels of the car door.
7.12.4 Complete the ceiling light’s wire configuration.
7.12.5 Install the final limit switch, synchronization switch, deceleration
switches, and door zone switches on the roof of the car.
7.12.6 Install the junction box on car top.
7.12.7 Connect the earth wires to the earth bar.
7.12.8 Connect all the control switches, door operator cables, final
limit switch, curtain of light cables, car operating panel cables, and
safety gear contact cables.
8. Safety
8.1 Permit to work (PTW) in shafts should be obtained prior to initiate
job in the site
8.2 The skilled worker should only be assigned to the task of
installation.
8.3 All personnel must complete project site EHS induction to work at
the site.
8.4 Ensure the scope of work and specific risk assessment are
communicated through Tool Box Talk.
8.5 Personal Protective Equipment or PPE must be used for the job
(hard hat, high visibility vest, and safety shoes, Safety Glass, Hand
gloves).
8.6 A safety harness is mandatory for working at height. Seek medical
inspection person’s having a health
problem.
8.7 All operators and signalman/ flagman must be trained and he or
she must be third-party certified
8.8 Adequate light shall be provided if work at night.
8.9 Sufficient & suitable methods of access and egress for the delivery
vehicles.
8.10 Signs and traffic signals to be followed speed limit to adhere.
What methodology of elevator installation do you use? Do you use
the above method statement? Share your thoughts in the comment
box below.