Annual Inspection/Load Testing Report [BCA]

Author: Novade Solutions

Use this template for Annual Inspection or Load Testing

Published on: 9/10/2025

Annual Inspection/Load Testing Report [BCA]

Instructions: S: Satisfactory, NS: Not Satisfactory, NA: Not Applicable

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Section A

Checks for Annual Testing of Traction Lifts (both Full and/or No-Load Test)

Status = Satisfactory (S); Not Satisfactory (NS); Not Applicable (NA)

MACHINE ROOM/HEAD ROOM

1. Traction motor condition (e.g. coupling condition)

2. Drive & traction and deflector sheaves (e.g. groove profile and condition)

3. Gearbox (e.g. oil condition and level, excessive backlash, bearings condition)

4. Effectiveness of brakes (checks include: free moving plunger, plunger lever movement, brake drum surface contamination, verification of air gap)

5. Overspeed governor sheave condition

6.1 Overspeed governor tripping mechanism

6.2 Overspeed governor overspeed switch function

6.3 Flyweights condition (e.g. free/non-restricted movement of flyweights)

6.4 All linkages and moving parts in the overspeed governor are free of defects

6.5 Overspeed governor gripping jaw function (e.g. jaw is able to effectively grip the rope, pulling force of the governor effectively engages the safety gear)

6.6 Safety gear switch function

6.7 Safety gear function (e.g. after the safety gear is engaged, the rope should slip as even if the traction machine is running)

7. Ascending Car Over speed Protection (ACOP):

8. Unintended Car Movement Prevention (UCMP) function

9. Terminal speed reduction system function

10. Emergency power supply for lighting, ventilation, alarm and intercom systems (e.g. EBOPS, ARES, UPS) function

11. Controller and electrical system (e.g. PCB delamination, signs of overheating, function of ELCB)

12. Governor rope Ø

13. Automatic Rescue Device (ARD) function

HOIST WAY

14. Door locks and switches (e.g. landing door, emergency access door)

15.Suspension rope condition (e.g. excessive broken wires of strands, excessive rouging, excessive rust; according to manufacturer's recommendations)

Fill in the measured Ø of each rope (mm) in the table below:

Rope NoØ (mm)
--
Edit TableEdit Table

Status

LIFT CAR AND PIT

17. 25mm car door gap test on the doorway

18. Car door mechanical lock function

19. 10mm car & landing door gap with door frame

20. Door protection devices function

21. Counterweight runby signage

Status

23. Buffer condition (e.g. proper fixing, oil level, oil leak, aging polyurethane buffer, cracked or corroded spring)

24. All emergency-stop switches (e.g. machine room, hoist way, car top, lift pit)

25. Overspeed governor rope tension sheave condition

26. Lift pit ladder (e.g. accessibility, condition)

27. Lift pit cleanliness

28. Ventilation / illumination requirements (e.g. machinery space, car top, lift pit)

Section B

Full Load Test of Traction Lifts Only

Status = Satisfactory (S); Not Satisfactory (NS); Not Applicable (NA)

ADDITIONAL CHECKS/TESTS FOR FULL LOAD

Machine room / Head room

Status

30. Manual rescue function (electrical / mechanical)

Status

Hoist way

32. Overspeed governor and safety gear function at full load (refer to item 6)

Lift Car and Pit

33. Function of over-load weighing device, its alarm and indicator

Section C

Any other observations (to be used for both full and/or no load test):

Declaration by supervising SPE:

I, as the supervising SPE, declare that:

SPE Signature:


sample signature
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Annual Inspection/Load Testing Report [BCA]

Instructions: S: Satisfactory, NS: Not Satisfactory, NA: Not Applicable

Add Photo / Document


samplesample with link badge

pdf icon

Document.pdf

more icon
excel icon with link badge

Sheets.xlsx

more icon

Section A

Checks for Annual Testing of Traction Lifts (both Full and/or No-Load Test)

Status = Satisfactory (S); Not Satisfactory (NS); Not Applicable (NA)

MACHINE ROOM/HEAD ROOM

1. Traction motor condition (e.g. coupling condition)

2. Drive & traction and deflector sheaves (e.g. groove profile and condition)

3. Gearbox (e.g. oil condition and level, excessive backlash, bearings condition)

4. Effectiveness of brakes (checks include: free moving plunger, plunger lever movement, brake drum surface contamination, verification of air gap)

5. Overspeed governor sheave condition

6.1 Overspeed governor tripping mechanism

6.2 Overspeed governor overspeed switch function

6.3 Flyweights condition (e.g. free/non-restricted movement of flyweights)

6.4 All linkages and moving parts in the overspeed governor are free of defects

6.5 Overspeed governor gripping jaw function (e.g. jaw is able to effectively grip the rope, pulling force of the governor effectively engages the safety gear)

6.6 Safety gear switch function

6.7 Safety gear function (e.g. after the safety gear is engaged, the rope should slip as even if the traction machine is running)

7. Ascending Car Over speed Protection (ACOP):

8. Unintended Car Movement Prevention (UCMP) function

9. Terminal speed reduction system function

10. Emergency power supply for lighting, ventilation, alarm and intercom systems (e.g. EBOPS, ARES, UPS) function

11. Controller and electrical system (e.g. PCB delamination, signs of overheating, function of ELCB)

12. Governor rope Ø

13. Automatic Rescue Device (ARD) function

HOIST WAY

14. Door locks and switches (e.g. landing door, emergency access door)

15.Suspension rope condition (e.g. excessive broken wires of strands, excessive rouging, excessive rust; according to manufacturer's recommendations)

Fill in the measured Ø of each rope (mm) in the table below:

Rope NoØ (mm)
--
+  Add New Row

Status

LIFT CAR AND PIT

17. 25mm car door gap test on the doorway

18. Car door mechanical lock function

19. 10mm car & landing door gap with door frame

20. Door protection devices function

21. Counterweight runby signage

Status

23. Buffer condition (e.g. proper fixing, oil level, oil leak, aging polyurethane buffer, cracked or corroded spring)

24. All emergency-stop switches (e.g. machine room, hoist way, car top, lift pit)

25. Overspeed governor rope tension sheave condition

26. Lift pit ladder (e.g. accessibility, condition)

27. Lift pit cleanliness

28. Ventilation / illumination requirements (e.g. machinery space, car top, lift pit)

Section B

Full Load Test of Traction Lifts Only

Status = Satisfactory (S); Not Satisfactory (NS); Not Applicable (NA)

ADDITIONAL CHECKS/TESTS FOR FULL LOAD

Machine room / Head room

Status

30. Manual rescue function (electrical / mechanical)

Status

Hoist way

32. Overspeed governor and safety gear function at full load (refer to item 6)

Lift Car and Pit

33. Function of over-load weighing device, its alarm and indicator

Section C

Any other observations (to be used for both full and/or no load test):

Declaration by supervising SPE:

I, as the supervising SPE, declare that:

SPE Signature:


sample signature
Use this Annual Inspection/Load Testing Report [BCA] template to ensure lifting equipment is inspected and tested annually in compliance with BCA regulations, helping maintain safety standards and prevent equipment failure on site.