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Who this checklist is for
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Step 1: Lock the asset data before anyone quotes
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Step 2: Build a TCO sheet, not a price comparison
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Step 3: Normalize every bid line by line
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Step 4: Verify parts, obsolescence, and controller access in writing
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Step 5: Define response time and restoration time separately
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Step 6: Check compliance claims against a real source
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Step 7: Reference-check a small customer
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Step 8: Run a phased scope or pilot before a long contract
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Step 9: Put exit, data, and handover terms in the contract
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Common mistakes I still see
Who this checklist is for
If you manage a building, a portfolio, or a construction handover and you are pricing KONE elevator service, KONE TK elevator modernization, spare parts, or maintenance, this is for you. I am a procurement manager at a 180-person regional property group. I have managed our vertical-transportation service budget (about $420,000 annually) for six years, negotiated with 14+ elevator vendors, and logged every order in our cost tracking system. I do not work for KONE. This is the buyer-side checklist I wish I had when I started.
The goal is not to find the lowest sticker price. It is to avoid the hidden line items that turn a clean quote into a budget overrun. Nine steps. Do them in order if you can.
Step 1: Lock the asset data before anyone quotes
Get the nameplate data, controller type, rated load, travel, stops, door type, and current maintenance history. For a KONE TK elevator, write down the exact model and controller details, not just 'KONE TK elevator.' Ask for as-built drawings and the last three service reports. If the vendor says 'we know that building,' ask them to send the asset list back to you in writing.
What most people don't realize is that 'standard turnaround' often includes buffer time that vendors use to manage their production queue. It's not necessarily how long YOUR order takes. Same with 'same specifications'—I assumed that meant identical results across vendors. Didn't verify. Turned out each had slightly different interpretations of the shaft interface and controller access.
Step 2: Build a TCO sheet, not a price comparison
Put one-time costs, recurring service, spare parts, callbacks, after-hours fees, diagnostic fees, travel, permits, disposal, programming, and admin time in the same sheet. Add downtime cost if you can estimate it. I use a simple TCO sheet with a column for 'quoted' and 'verified.' The verified column is the one that matters.
Here's something vendors won't tell you: the first quote is almost never the final price for ongoing relationships. There is usually room to negotiate once you have proven you are a reliable customer. The vendor is 'flexible.' What I mean is they will negotiate if you push—especially on multi-year service terms.
Step 3: Normalize every bid line by line
Send the same bid form to every vendor. Require line-item pricing for labor, parts, programming, travel, and emergency calls. Do not accept a single lump sum with a note that says 'includes all.' If you have one elevator or a small building, say so up front and ask for a scope-based quote, not an annual minimum spend. Small doesn't mean unimportant—it means potential. When I was starting out, the vendors who treated my $200 orders seriously are the ones I still use for $20,000 orders.
Not ideal, but workable: if a vendor will not break out the line items, ask for the exclusions in writing. That usually tells you where the hidden costs live.
Step 4: Verify parts, obsolescence, and controller access in writing
Ask three questions: Which parts are OEM, which are refurbished, and which are no longer available? What is the lead time for the five most likely failure parts? Who owns the controller diagnostics and software access after the contract ends? This is the step most buyers skip. I have seen a 'competitive' service quote become expensive because every diagnostic call needed a specialist visit.
For KONE TK elevator work, get the spare-parts list attached to the contract. (Should mention: we built in a 3-day buffer for the first parts order, and we needed it.)
Step 5: Define response time and restoration time separately
'Four-hour response' can mean a technician answers the phone in four hours. It does not mean the elevator is back in service. Write two separate metrics: response time and restoration time. Add reporting: who tells you when the part is ordered, who confirms the ETA, and what happens if the ETA slips. Ask for monthly callback data, not just a dashboard screenshot.
People think rush orders cost more because they are harder. Actually, they cost more because they are unpredictable and disrupt planned workflows. That distinction matters when you negotiate emergency-call pricing.
Step 6: Check compliance claims against a real source
According to the FTC (ftc.gov), advertising claims must be truthful, not misleading, and substantiated. I use that as a filter for phrases like 'zero downtime,' 'compatible with all shafts,' or 'guaranteed parts availability.' Ask for the certificate, license, insurance, and the actual testing record. If a claim sounds absolute, ask what evidence supports it. Verify current local regulations with the authority having jurisdiction; this checklist is general guidance, not legal advice.
Step 7: Reference-check a small customer
Ask for two references: one large account and one small account. Then ask the small account how they were treated after the sale. Did the vendor answer calls? Did the quote change? Did they get the same technician? A good supplier will not punish a small order with slow service. That is the test.
Step 8: Run a phased scope or pilot before a long contract
If the building has multiple units, start with one elevator or one spare-parts order. Set a 60- or 90-day review. Track callbacks, response time, invoice accuracy, and parts lead time. I built a cost calculator after getting burned on hidden fees twice. The pilot is how you find out whether the vendor's process matches the sales pitch.
Step 9: Put exit, data, and handover terms in the contract
Cover as-built drawings, service records, controller passwords, spare-parts lists, removal obligations, and transition support. If you switch vendors later, you should not have to buy your own building's documentation twice. Add a simple exit checklist to the contract. It is boring. It saves money.
Common mistakes I still see
- Comparing a 12-month service quote to a 36-month quote without normalizing escalation and parts coverage.
- Accepting 'all-inclusive' language without exclusions. The exclusions are the contract.
- Skipping the final line-item review because the quote looks 'basically the same as last time.' It wasn't. $1,200 redo.
- Letting a small order get pushed to the back of the queue. Ask for the service commitment in writing.
- Forgetting who owns the diagnostics after the contract ends.
Pricing varies by site, controller, parts availability, and date. Verify current quotes and local requirements before you sign. For KONE and KONE TK elevator projects, the checklist is the same: lock the asset data, normalize the bid, verify parts and access, and put the exit terms in writing.
Scope note: If you landed here looking for a king kone pre roll machine, coupe glass, salt and stone deodorant, or how to remove wallpaper glue, this guide will not answer that. It is a buyer-side KONE and KONE TK elevator procurement checklist only.