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7/25/12www.CodeDataPlate.com2 Disclaimer The opinions and recommendations presented here are strictly my own and are not those of ASME, NAESAI, IAEC or any organization of which I may be a member. JSRearick

3 Who are we? CodeDataPlate.com is the trade name of Rearick & Company, Inc. – Elevator Consulting CodeDataPlate.com was formed 11 years ago to provide accurate on-site code information to inspectors when performing inspections. Started with just Code Data Plates (still 50% of our business) Grown to include –Crosshead Data Plates –Inspection Tags –Other code specific Data Plates, Tags & Signs –Maintenance Control Program assistance & formatting Primary customer: Elevator Contractors

4 ASME A17 Involvement (since 1995) Existing Installations, Chair –Section Alterations –A17.3 Code for Existing Installations –Ex-Officio – Standards Committee Maintenance, Repair & Replacement –Section 8.6 –MCP Task Group Inspections –Sections 8.10, 8.11 and Testing parts of 8.6 –A17.2 Guide for Inspectors Wind Tower Elevator Committee Inclined Elevator Committee Ad Hoc Data Plate

5 Code Making Process Inquiry –Format: Edition and Requirement Number –Assigned to Working Committee to answer –Technical Revision (TN) Developed if needed Review and approved by Standards Comm. Interpretation published Approved TN’s go into Public Review Draft Finally are published in next Code Edition

7/25/12www.CodeDataPlate.com6 Changes affecting Code Data Plates in Sections 8.7 and 8.9 A Edition Addenda a-2008 & b-2009 A Edition

7/25/12www.CodeDataPlate.com7 8.7 Summary of changes in 2007 Edition Second sentence added Second sentence added Editorially revised Editorially revised Editorially revised Editorially revised Revised in its entirety Title editorially revised Title and paragraphs editorially revised (b)(5) Editorially revised Revised in its entirety (a) Editorially revised (a) Editorially revised (b) Editorially revised First paragraph revised Added

7/25/12www.CodeDataPlate.com8 8.7 and 8.9 Summary of changes in 2007 Edition Editorially revised Editorially revised Title editorially revised First paragraph and subparagraphs (b), (c), and (e) editorially revised Revised Revised Revised Added Title and paragraphs editorially revised Revised in its entirety Revised in its entirety Third paragraph deleted Revised Revised and in 8.9

7/25/12www.CodeDataPlate.com9 8.7 Summary of changes in a-2008 Addenda (i) Added First paragraph revised (1) Subparagraph (a) revised (2) Subparagraph (c) added Revised in its entirety First paragraph revised (a) Revised (c) Added (c) Revised Revised in its entirety Revised in its entirety

7/25/12www.CodeDataPlate.com and 8.9 Summary of changes in b-2009 Addenda and in 8.9

7/25/12www.CodeDataPlate.com and 8.9 Summary of changes in 2010 Edition

7/25/12www.CodeDataPlate.com Alterations

7/25/12www.CodeDataPlate.com13 Alteration Changes in A , a-08 & b-09 except control Adds Canadian (NBCC) Exceptions Adds Canadian (NBCC) Exceptions Editorial correction Editorial correction Now includes both machine & control spaces Editorial correction Editorial correction Now includes (4” number inside door) (i)Adds requirements for car door or gate Revised Buffer requirements Editorial correction Revised Buffer requirements Editorial correction (a) (b)

7/25/12www.CodeDataPlate.com14 Alteration Changes in A , a-08 & b-09 except control Editorial correction Editorial correction Editorial correction Editorial correction Editorial correction Jacks are now stand alone alteration – see slide Editorial correction (travel to rise in about 50 places) Added Private Residence Requirements Added Private Residence Requirements Reason: Many private residences have been converted to convention centers, banquet facilities, museums, etc.; where the elevators are used by the general public or as a Limited-Use/Limited-Application elevator. In these cases, the more stringent safety requirements of ASME A17.1 need to be applied Escalator alteration updated Moving Walk alteration upgraded (a)

7/25/12www.CodeDataPlate.com15 Alteration Changes in 2010 Edition

7/25/12www.CodeDataPlate.com16 Note: These 3 requirements are often mixed up.

7/25/12www.CodeDataPlate.com17 Alteration Changes in A , a-08 & b-09 for control and Added Electrical Protective Devices. Where there is an alteration to or addition of an electrical protective device, it shall conform to for that device POWER CONTROL REPLACEMENT MOTION OPERATION POWER CONTROL REPLACEMENT MOTION OPERATION Control changes have been made to all 3 editions and more are coming! Hydro Traction

7/25/12www.CodeDataPlate.com18 Note: These 4 requirements are often mixed up. Control Changes Power – Supply to controller is altered in type, phase or voltage (not a new Main Line) Controller is replaced w/o change to Motion or Operation – could be a relay to microprocessor Type of Motion - such as MG to SSD or VVVF Type of Operation – Car Switch to Automatic

7/25/12www.CodeDataPlate.com19 Note: Hydro control change may not require change to fire service. Control Changes Emergency Operations Emergency Operations Rationale: To clarify the requirements when installing firefighters’ emergency operation on existing controllers. (a)

7/25/12www.CodeDataPlate.com20 Work in Progress A

7/25/12www.CodeDataPlate.com21 Work in Progress A

7/25/12www.CodeDataPlate.com Code Data Plate

7/25/12www.CodeDataPlate.com23 Introduction HISTORY A Effective July 1, 1997 A Sect. 8.9 Effective March 23, 2002 –To be used for Inspections & Tests –Also see A Item –Maintenance –Alterations All new, modernized and existing equipment are required to have a Code Data Plate

7/25/12www.CodeDataPlate.com24 SECTION 8.9 CODE DATA PLATE (in A17.1a-2005) Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code Required Information Data plate shall be provided and maintained that shall indicate the Code to be used for inspections and tests (see ). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of Location The data plate shall be in plain view, securely attached to the main line disconnect or on the controller Material and Construction The data plate shall be of such material and construction that the letters and figures stamped, etched, cast, or otherwise applied to the face shall remain permanently and readily legible. The height of the letters and figures shall be not less than 3.2 mm (0.125 in.).

7/25/12www.CodeDataPlate.com25 SECTION 8.9 CODE DATA PLATE (2007, a-08, b-09 & 2010) Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code Required Information Data plate shall be provided and maintained for each unit (see 1.1.1) that.The data plate shall indicate the Code to be used for inspections and tests (see ). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of Location The data plate shall be in plain view, securely attached to the main line disconnect or on the controller. It shall also be permitted to locate the data plate in the controller as long as it is in plain view with the controller door open. An additional data plate shall be installed in the vicinity of one of the starting switch on the exterior of escalators and moving walks. (07) (b) (10)

7/25/12www.CodeDataPlate.com26 SECTION 8.9 CODE DATA PLATE (2007, a-08, b-09 &2010) (10) Material and Construction The data plate shall be of such material and construction that the letters and figures stamped, etched, cast, or otherwise applied to the face shall remain permanently and readily legible. The height of the letters and figures shall be not less than 3.2 mm (0.125 in.). All data plates not located in the controller shall be provided with either (a) a durable means to prevent common contaminants (such as paint, adhesives, oil, and grease) from adhering to the data plate parent surface and permit the removal of these contaminants, without obscuring the Code required data, or (b) letters and figures that are raised or depressed a minimum of 0.8 mm ( in.) from the plate surface face, and have a minimum character- stroke width of 0.5 mm (0.02 in.) If the plates are exposed to weathering or a chemical atmosphere, then a durable means shall be provided to protect the information from deterioration while permitting the information to be easily read.

7/25/12www.CodeDataPlate.com27 CDP Flow Chart

28 SECTION 8.9 Requirement 8.9 contains requirements for all new and existing equipment within the Scope of this Code Required Information Data plate shall be provided and maintained that shall indicate the Code to be used for inspections and tests (see ). The data plate shall indicate the Code and edition in effect at the time of installation. The data plate shall also indicate the Code in effect at the time of any alteration and indicate the applicable requirements of 8.7.

7/25/12www.CodeDataPlate.com29 Code Edition Code to which the conveyance was manufactured and installed to be used for inspections and tests. Original Installation Date –Elevator Permit Date –Other Dates If Unknown (X-Head, Controller, Corner stone, etc.) Original Installation Code –Virginia Adoption Dates

7/25/12www.CodeDataPlate.com30 When is Code Effective? Date of Contract? Date of Permit? Date of Inspection? If Alteration, What Rules Apply? Only work done by Elevator Contractor now? All alterations since installation? Only alterations now part of the installation?

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7/25/12www.CodeDataPlate.com34 Alteration Edition Code to which the conveyance was altered (modernized) to be used for inspections and tests. Alteration Date –Elevator Alteration Permit Date –Other Dates If Unknown (Controller, Contact, etc.) Alteration Code –Virginia Adoption Dates

7/25/12www.CodeDataPlate.com35 Alteration Requirements (Rules) Applicable requirements of 8.7 (or of Part XII) complied with.  General Requirements  Electric Elevator Requirements  Hydraulic Requirements  thru Other Conveyances  Appendix L (Table 1200)  Alteration Pocket Guide - Handout

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7/25/12www.CodeDataPlate.com40 Job Information Web, , phone or fax

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7/25/12www.CodeDataPlate.com42 Custom Software

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7/25/12www.CodeDataPlate.com44 Alteration Code Data Plate Door Operator Wiring Re-opening Devise Door Restrictor Plunger Gripper Valve Tank Limits Top of Car Insp.. Leveling Controller Replacement Emergency Operations

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7/25/12www.CodeDataPlate.com47 Changes affecting Inspection Tags in Sections 8.6 and 8.11 A Edition Addenda a-2008 & b-2009 A Edition

7/25/12www.CodeDataPlate.com48 Section vs. a-2008 & b-2009 (when testing rules were moved) Errors to be aware of - an errata wasn’t published Corrections were made in A

7/25/12www.CodeDataPlate.com49 Inquiry on a-08: Does apply now to all equipment not just Canada? These is no in b-2009

7/25/12www.CodeDataPlate.com Maintenance of Elevators, Dumbwaiters, Escalators, and Moving Walks Scope Requirement applies to all existing installations and all new installations that have been placed in service. It provides the minimum standards for these installations. However, it is not the intent of this Section to require the alteration or replacement of equipment to meet design, nameplate, and performance standards not required by an earlier edition of this Code that was in force at the time the equipment was installed Requirement applies also to the maintenance of other devices, analogous in design and usage, that are covered by this Code, such as material lifts. ASME A17.1a-2008/CSA B44a-08 Canadian - NBCC

7/25/12www.CodeDataPlate.com51 ASME A17.1a-2008/CSA B44a-08

7/25/12www.CodeDataPlate.com52 ASME A17.1a-2008/CSA B44a-08

7/25/12www.CodeDataPlate.com53 ASME A17.1a-2008/CSA B44a-08

7/25/12www.CodeDataPlate.com54 ASME A17.1a-2008/CSA B44a-08

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7/25/12www.CodeDataPlate.com56 Inquiry: Are Escalators no longer required to be tagged? Approved TN is what is shown in where did the language in a-2008 and b-2009 come from? ?

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7/25/12www.CodeDataPlate.com59 Approved TN moved all test tagging requirements to as it appears in A but

7/25/12www.CodeDataPlate.com60 Inquiry: Did the Releasing Carrier Tag come back in a-2008?

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7/25/12www.CodeDataPlate.com63 Approved TN moved all test tagging requirements to as it appears in A but

7/25/12www.CodeDataPlate.com64 Inquiry: Did the Buffer Test Tag come back in a-2008?

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7/25/12www.CodeDataPlate.com66 Approved TN changed several additional items (in a, b, f and h) to be tested in A but

7/25/12www.CodeDataPlate.com67 Inquiry: Are test of Overspeed Switch and checking for the seal no longer required in a-2008? Ref should be and all references should be !

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7/25/12www.CodeDataPlate.com70 Approved TN required only in Canada a tag to be placed on the governor after the test in A but

7/25/12www.CodeDataPlate.com71 Inquiry: Is the Governor Test Tag no longer required in a-2008 for jurisdictions enforcing NBCC?

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7/25/12www.CodeDataPlate.com73 Section vs. a-2008 & b-2009 Recommendation: Mark-up errors in 8.6 and Don’t replace the pages in 8.11 until an errata is published (most errors were in moving of tests to 8.6) 2010 is correct

7/25/12www.CodeDataPlate.com74 Section 8.10 approved for A Test Tags for Acceptance Tests

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7/25/12www.CodeDataPlate.com77 Typical Data Plate Violations A and later editions Part 8 A and later editions

7/25/12www.CodeDataPlate.com Check for any Missing or Damaged Signs and Data Plates Machine Room –Brake Plates –Governor Plate –Code Data Plate –Ambient Air Plate –Hydro Data Plates –Warning Signs Fire Service Signs Hoistway and Pit –Crosshead Data Plate –Rail Lube Instructions –Warning Signs –Safety Plank Plate –Buffer Plate –Counterweight Runby Freight & Capacity

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7/25/12www.CodeDataPlate.com80 Products

7/25/12www.CodeDataPlate.com81 Contact Information office:281/ cell: 832/