WORK SCOPE FOR AN INDEPENDENT/3rd PARTY THOROUGH EXAMINATION FOR

PASSENGER OR FREIGHT/GOODS – report to include as a minimum

1. The name and address of the employer for whom the thorough examination was made.

2. The address of the premises at which the thorough examination was made.

3. Particulars sufficient to identify the lifting equipment including where known its date of manufacture.

4. The date of the last thorough examination.

5. The safe working load of the lifting equipment or (where its safe working load depends on the configuration
of the lifting equipment) its safe working load for the last configuration in which it was thoroughly examined.

6. In relation to a thorough examination of in-service lifting equipment:

(a) whether it is a thorough examination—

(i) within an interval of 6 months for passenger carrying elevators;

(ii) within an interval of 12 months non-passenger goods/freight carrying only;

(iii) in accordance with an examination scheme; or

(iv) after the occurrence of exceptional circumstances;

(b) (if such be the case) that the lifting equipment would be safe to operate.

7. In relation to every thorough examination of lifting equipment—

(a) physical life cycle condition of the equipment and overall installation;

(b) report on the condition of the maintenance, identifying any deviation from considered good practice;

(c) identification of any part found to have a defect which is or could become a danger to persons, and a
description of the defect;

(d) particulars of any repair, renewal or alteration required to remedy a defect found to be a danger to
persons;

(e) in the case of a defect which is not yet but could become a danger to persons —

(i) the time by which it could become such danger;

(ii) particulars of any repair, renewal or alteration required to remedy it;

(f) recommendations for supplementary testing to support the findings of the thorough examination;

(g) the latest date by which the next thorough examination must be carried out;

(h) where the thorough examination included testing, particulars of any test;

(i) the date of the thorough examination.

8. The name, address and qualifications of the person making the report; that he is self-employed or, if
employed, the name and address of his employer.

9. The name and address of a person signing or authenticating the report on behalf of its author.

10. The date of the report.

WORK SCOPE FOR AN INDEPENDENT/3rd PARTY THOROUGH EXAMINATION FOR
PASSENGER OR FREIGHT/GOODS – report to include as a minimum

Explanatory notes on supplementary testing of lifts

Examination Inspections are carried out in compliance with Health and Safety requirements of the duty
holder. Although the Inspection process carry out functional tests as part of the examination, the
Inspector/Examiner may call for supplementary tests to be carried out to ensure that important safety systems
continue to operate as they did when the lift was commissioned and to inform and reassure the decision
about the lift installation or equipment is suitability for continued safe use.

The supplementary tests and the reporting of the results are defined in a table below and are not limited to
this list because other tests can be required. These supplementary tests are understood across the industry
and are safety tests or performance tests or reassurance tests.

The Inspector/Examiner can call for a supplementary test to be carried out if they are unable to carry out part
of our inspection or if they have some specific safety concerns about an item of equipment. In accordance
with this scope of work, the Inspector/Examiner will review the service records for evidence of past testing
and assess the design including known issues, the environment and the usage to inform and make a decision
to call for tests.

The request for periodic tests will reflect the design of the lift and take account of speed, drive system
(hydraulic or electric), Safe Working Load and the type of safety system used to manage an overspeed
condition. We will select from the following periodic supplementary tests to be reported on the forms specified:

Electric Lift Hydraulic Lift

A.1 Earth continuity (5yr)
A.3 Terminal speed reduction (5yr)
A.7 Overspeed governors (5yr inc safety gear testing with empty car and reduced speed)
A.8 Governor operated safety gear instantaneous (10yr for empty car and rated speed)
A.9 Governor operated safety gear progressive
(10yr empty car, 1m/s)
A.10 Safety gear operated by other means (10yr for empty car and rated speed)
A.11 Ascending overspeed (10yr unless system is
safety gear operated by governor then A.7 applies
at 5yr)
A.12 Unintended Car Movement Protection Means (10yr)
A.13 Energy dissipation buffers (5yr when fitted with switches, annual when no switches)
A.15 Car overload protection (5yr only when excessive floor area for rated load)
A.16 Hydraulic system (5yr)
A.17 Hydraulic cylinders in boreholes (10yr)
A.18 Rupture/restrictor valve (5yr)
A.22 Traction, brake and levelling (5yr)
A.24 Automatic power operated doors (5yr)
Other supplementary tests (annual for pre-triggered stopping systems/fire recall/evacuation
control/firefighters’ controls)

Supplementary testing applies to the following lifts/elevator installation: passenger including disabled lifts,
passenger/goods, goods only, service (dumb waiters), domestic (homelifts, steplifts) and lifting platforms.
The general principles may also be applied to other types of lifting equipment eg stairlifts.