Building owner toolkit
Maintenance-agreement review worksheet
A structured pass through any maintenance agreement: coverage, exclusions, testing, escalation, and exit terms.
The document
Provider:
Agreement date / last amendment:
Units covered:
Monthly / annual price:
Term and renewal
Initial term ends:
Renewal type (automatic? for how long?):
Non-renewal notice window (dates!):
Annual price escalator (formula or %):
Calendared the notice window with a reminder well ahead of it.
Coverage
Visit frequency promised:
What each visit includes:
Parts included? Which are excluded?
Repair labor included or billed?
Code testing: performed / witnessed / excluded?
Callback / after-hours terms:
Reality check against last year
Visits actually documented last 12 months:
Repair invoices beyond the contract price:
Out-of-service days, roughly:
Written findings received? Useful?
Gaps between promise and delivery listed as the agenda for the renewal conversation.
Companion reading: How to read an elevator maintenance agreement