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Method Statement for Elevator Installation

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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.

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.

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.

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.
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