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Lift shaft with steel guide rails, cable trays and concrete walls, photographed from below

A baseline survey of your lift installation

A lift can run faultlessly every day and still be deteriorating technically. An independent baseline survey gives you insight into the technical condition of your lift installation and a reliable starting point for maintenance, investment and future lift management.

What is a baseline survey?

A baseline survey is an independent assessment of the technical condition of a lift installation at a given moment. The findings are recorded, so it is clear exactly where the lift stands at that point.

That record is the foundation for everything that follows. Without an objective starting point, a maintenance conversation stays a matter of opinion.

Reasons

Why have a baseline survey?

A baseline survey is particularly valuable when you take on an installation, want to assess a maintenance contract, have regular breakdowns, or want to draw up or update an MJOP.

  • Taking on a new lift installation
  • Assessing or renewing a maintenance contract
  • Recurring breakdowns
  • Justifying a maintenance budget
  • Drawing up or updating an MJOP
  • Preparing a modernisation or replacement

NEN 2767

NEN 2767 condition survey

I use the NEN 2767 method to record the technical condition objectively and unambiguously. It looks at the severity, extent and intensity of the defects present. Condition is expressed on a scale from 1 to 6.

ConditionIncreasing severity of defects
  1. 01Excellent
  2. 02Good
  3. 03Fair
  4. 04Moderate
  5. 05Poor
  6. 06Very poor

Scale 1, excellent, to 6, very poor

Assessed on three characteristics

01Severity
The extent to which the defect affects how the installation performs.
02Extent
How widely the defect occurs across the installation.
03Intensity
The stage the defect has reached.

The survey data goes into the Prognotice software. That produces a transparent and traceable overview of the technical condition of your lift installations.

Next

From technical condition to maintenance plan

The baseline survey is not an end in itself. Its findings are translated into practical points of attention, maintenance measures and potential investments. The results can serve as the basis for a POB and MJOP.

Independent advice

HERMAT is not tied to any lift supplier or maintenance company. The advice is therefore independent of whoever carries out the maintenance or the modernisation.

Useful for your contract too

A baseline survey shows whether the maintenance you pay for is actually reflected in the state of the installation. That makes it a powerful tool when assessing your maintenance contract.

Outcome

What do you get out of it?

  1. 01Insight into the technical condition
  2. 02Justification for maintenance and investment
  3. 03Clear priorities
  4. 04A better view of future costs
  5. 05An independent judgement

Frequently asked questions

About the baseline survey

  • The NEN 2767 scale runs from 1, excellent, to 6, very poor. The score is set per building or installation component based on the severity, the extent and the intensity of the defects found. A higher score does not automatically mean immediate intervention is needed, but it does mean the situation requires attention and planning.

  • For most of the survey, no. For components in the shaft and the machine room, access and a short shutdown are necessary. I agree that in advance with you and with the maintenance provider, so disruption to users stays limited.

  • You receive a report with the condition scores per installation component, the defects found and a translation into concrete points of attention, maintenance measures and potential investments. The data is recorded in Prognotice, so it stays traceable and comparable at the next survey.

  • A baseline survey is a snapshot. Because the technical condition changes, resurveying periodically is sensible. For many portfolios a three to five year cycle works well, with the MJOP updated in between.

Talk it through

Want to know how your lift is really doing?

Get in touch for a no-obligation conversation about a baseline survey of your lift installation.

Call Herbert+31 6 100 268 57Email Herbertinfo@hermat.nl

Independent lift advice and lift managementThe Netherlands & Belgium