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EXCEL ELEVATOR – RFP #24-12-01
1. Company Information
• Company name – 3Phase Excel Elevator LLC
• DBA – Excel Elevator & Escalator
• Home Office - 11824 Miramar Parkway, Miramar, FL 33025
o Office – 954-633-5004
o Account Manager’s Cell – 813-807-2415
• Other Locations:
• 3Phase Elevator - 60 Shawmut Rd. Suite 1 Canton, MA 02021
• Excel Elevator & Escalator - 300 B & O Ln. Wilmington, DE 19804
• Eagle Elevator - 614 Frelinghuysen Ave Newark, NJ 02119
• Eagle Elevator Co., Inc.- 247 W. 30th St. New York City, NY 10001
• Hadfield Elevator - 302 E. Main St. Suite 303 Carnegie, PA 15106
• Excel Elevator & Escalator - 65 N. Plains Industrial Rd. Suite 1 Wallingford, CT
06492
• Eagle Elevator - P.O. Box 1489 Portland, ME 04104
• Excel Elevator & Escalator - 1 Harmon Plaza Suite 830 Secaucus, NJ 07094
• Eagle Elevator - 2 Hamilton Ave. Suite 208 New Rochelle, NY 10801
• Eagle Elevator - 530 Wellington Ave. Cranston, RI 02910
• Websites - www.3phaseelevator.com, www.excelelevator.com
• Founded: 1996
• Attachments: W9 form, COI
2. Qualifications
Excel is a nationwide company with local union mechanics that maintains both elevators
and escalators, and provide several services including repairs, inspections, service
agreements, and modernizations.
Being union means that we have technicians with more training and experience. Also,
because we are a national company, we have more availability for parts and can expedite
them when needed.
We also currently maintain and service various types of commercial buildings including
Target, Burlington, and Best Buy. Our mechanics are available 24/7.
Attachments: State of Florida Department of Business and Professional Regulation
Bureau of Elevator Safety
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EXCEL ELEVATOR – RFP #24-12-01
3. Staffing:
District Manager – Matt Schumann
Operations Manager – Phil Isaac
Regional Customer Relations Manager-Ximena Ramirez
Account Manager (main contact) – Sherry Keller
Union Mechanics – Gino Matinez (28 years), Jeremy Hall (28 years – 5 years as a
helper), Greg St. Charles (34 years), Thomas Patterson (18 years – 14 licensed),
Heather Lorancaitis (27 years)
4. Approach/Methodology
Scope of Work. Company’s objective is to keep the Equipment operating as it was originally designed and
to maximize its useful life. Specific services to be provided under this Agreement include:
Maintenance Visits: Company shall employ trained and licensed mechanics to visit the Equipment on a
regular and systematic schedule to inspect, adjust, clean, and lubricate as necessary all components of the
Equipment.
Lubricants: Company shall replenish lubricants and fluids as necessary for proper operation of gearboxes
and pumping unit tanks. Lubricants will be selected to meet the required specifications for the Equipment
and service conditions.
24-Hour Service: Company shall provide and maintain a 24-hour, 365-day dispatching service. This
includes the answering of all elevator phone units. In the event of an Equipment malfunction (a “Trouble
Call”), a Company service representative will, at Customer’s request, dispatch a licensed mechanic to
provide emergency minor adjustments to restore the Equipment to service. Should a passenger be trapped
in an elevator, this will be given the highest priority for on-site service.
Code-Required Testing: Cat 1 and Cat 5 tests are included in this agreement. Company will test Phase I
and Phase II fire recall functions of the Equipment during its regularly scheduled visits and record the test
results on a log sheet. At the commencement of this Agreement, if any testing is overdue, Company
assumes no responsibility or liability for the Equipment until testing has been performed and has satisfied
all code requirements.
Cleaning: Company will clean pit(s), car top(s) and machine room(s), on a regular basis.
Quality Control: Company will assign a supervisor to perform periodic surveys to verify that the
Equipment conforms to industry standards for maintenance, quality, and safety. During the term of this
Agreement, Company will also maintain records of routine examinations, call back and repair data related
to the Equipment.
Parts Inventory: The Company will, during the term of this Agreement, maintain a supply of frequently
used repair parts and lubricants, at its discretion, to meet the specific requirements of the Equipment. If the
repair parts are to be stored at Customer’s premises, Company may provide a parts cabinet for storage, and
all such supplies shall remain the property of Company until installed in the Equipment.
Customer Service: Company will assign a customer service representative to Customer’s account.
Initial Inspection: During the first 90 days of this Agreement, Company shall have the right to inspect the
Equipment to evaluate its condition. If Company identifies any defects in Equipment or components,
Company shall notify Customer of these issues in writing and provide a proposal for corrective action at
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EXCEL ELEVATOR – RFP #24-12-01
additional cost. Any such identified components are excluded from Company’s repair and replacement
obligations until such time as corrective action is completed.
Emergency Call Backs – Response time of 60 minutes after call is placed
Billing – Invoices for maintenance are sent quarterly.
5. Cost of Services – see attached price sheet
6. References - see attached sheets
7. Contract Forms - see attached
8. Exceptions – N/A