OFAP 7.10 - Packaging and Labeling Guidelines

FLORENCE APPLICATION PROCEDURE
Number: OFAP 7.10

Revision: Initial Issue
Effective Date: June 1 2019
Page 1 of 29
Otis Florence Packaging and Label Guidelines
WARNING
This document is the property of United Technologies Corporation (UTC). You may not possess, use, copy or disclose this document or any information in it, for any purpose, including
without limitation to design, manufacture, or repair parts, or obtain government approval to do so, without UTC's express written permission. Neither receipt nor possession of this
document alone, from any source, constitutes such permission. Possession, use, copying or disclosure by anyone without UTC's express written permission is not authorized and may
result in criminal and/or civil liability.
1.0 PURPOSE AND SCOPE:
This document is to provide general guidelines for labeling, packaging, and shipping product
for Otis Elevator Company and its suppliers.
Below is a list of some uses for this document:
• Provides general guidelines for packaging product. If a product is unique or requires

more detail towards appropriate packaging, a separate requirement, drawing or
packaging specification may exist.
• Describes the process for implementing new packaging.
• Documents marking and labeling requirements and illustrates where to label.
• Presents requirements for various packaging materials.
• Lists general packaging guidelines.
• Describes proper pallet, crate, and reel/spool construction.
• Provides instruction for packaging of reels/spools and 5-gallon pails.
• This document does NOT cover Kanban parts.
2.0 OWNERSHIP AND APPROVAL:
This document is owned by the Otis Materials Manager. Otis Supply Chain Manager, and the Otis
Manufacturing Manager. The owners or designees must approve this procedure and all revisions.
3.0 DEFINITIONS:
- Carton/Box – A rigid container made of cardboard or coated paper.
Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

COPIES PRINTED FROM THE ON–LINE SYSTEM ARE CONSIDERED UNCONTROLLED
Number: OFAP 7.10
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- Crate – A container, such as a slatted wooden case, used for storing or shipping.
- Dunnage – Internal packaging devices or material used to hold, secure, or protect
product packaged inside a container during shipment.
- Pallet – A portable platform used for storing or shipping.
- Code 39 Bar Code - Machine-readable code in the form of numbers and a pattern of
parallel lines of varying widths, used for identifying a product.
- Supplier Identification Number - Unique identifying reference allocated to each supplier
that imports products into OTIS.
- OTIS Part Number - Identifier of a particular product design used in OTIS products.
- Part Revision Date - Date when a change on the product was made.
- QR code - Machine-readable code consisting of an array of black and white squares,
used for identifying a product.
- Serial Number - Number indicating a place in a series and used as a means of
identification. A serial number is primarily used for traceability purposes.
- OTIS Florence Part – Insourced product used on the manufacturing lines.
- Tier 2 Part – Outsourced product used on the manufacturing lines.
- Production Part Approval Process (PPAP) - Standardized process that defines the
requirements for production part approval.
- Standard Part -Part that is driven by fixed values.
- Parametric Part – A part that is driven by parameters in order to define part size and/or
feature locations.
- APHIS – Animal and Plant Health Inspection Service
- ASN –Advanced Shipping Notice
- ECT –Edge Crush Test
- FOL – Full Overlap (Carton)
- NPPO – National Plant Protection Organization
- NSAA –North & South American Area
- OSB –Oriented Strand Board
- POL –Partial Overlap (Carton)
- RSC –Regular Slotted Carton
- SPF – Spruce, Pine, or Fir
- USDA – United States Department of Agriculture
4.0 PROCEDURE

Number: OFAP 7.10
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4.1 Defining New Packaging (Tier 1/ Tier 2)
Process for Implementing New Packaging
Guidelines
New Product or I. To initiate an effective packaging
Change to Existing Product or design or a significant packaging
Packaging Improvement Idea change, communication between Otis
Elevator and those involved must be
well established. Minor changes may
not need to go through this process,
this will be determined upon review by
Otis Elevator.
Otis/Supplier II. Once a packaging design is agreed
upon, the supplier may ship a test
pack in the proposed packaging at the
request of Otis. The test shipment
shall be marked with a “Test Pack”
label in order to identify it throughout
Supplier Ship Test Pack with the handling process. A “Test Pack”
S label is included in the appendix.
New Packaging to Otis
III. After the test pack is evaluated and
approved by Otis Elevator, the supplier
may proceed in implementing the new
packaging.
Reject IV. If a product is unique and requires
Otis specific packaging requirements, a
separate document or drawing may be
used to define the requirements. Once
defined, an approval through a deviation
request must first be acquired before
Accept packaging modifications can occur.
V. Packaging improvements are
encouraged and may be initiated by
Supplier Otis Elevator or the supplier.
The evaluation team shall consist of:

• Supplier Quality Materials
• Manufacturing Field Operations
• Supply Chain Engineering
Packaging changes shall NOT be made without approval from Otis Elevator.
Factors that Influence Package Design
• Product Safety • Government Regulations

• Handling Process • Packaging Identification
• Volume Utilization • Product Quality
• Packaging Cost • Product Finish
• Ergonomics • Product Fragility
• Total package weight • Handling Safety
(safety) • Product Installation Sequence

Number: OFAP 7.10
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Tier 1 Requirements
5. Marking/Label Requirements
Products shall be labeled per North American Area (NAA) Standard Barcode Label Procedure
as outlined by Otis Information Technology.
5.1.1. All Tier 1 packaging must be labelled in accordance with the supplier portal
control document.
5.1.2. Contract based parcels shall be labeled with contract number in visible 2-inch
high characters. For other shipments the license plate number shall be labelled
on both corners with legible lettering.
5.1.3. Cartons/products should be marked consistent with the products variability. For
example, a product that is fragile should be labeled as such. Other labeling
needs may include hazardous material, “Tip ‘n Tell”, hoisting point locations,
electronic sensitivity, “up” arrows, and proper handling procedures. For crates the
license plate or contract label must be on the two opposite sides of the crate.
5.1.4. All shipments shall be labeled per OFAP 19.9.16.
6. Corrugated Material For Tier 1
Corrugated design should follow ENG00328.

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6.1. Packaging Materials - Corrugated Carton Graphics Tier 1
Corrugated cartons used by or for Otis Elevator shall contain the graphics shown in Appendix
A.
6.2. Packaging Materials – Lumber for Tier 1
The lumber described within encompasses that used for pallet construction, crate
construction, product bracing, and other forms of packaging.
6.2.1. Lumber shall be of #3 or better Spruce, Pine, or Fir (SPF).
6.2.2. Wood packaging material for products that are shipped internationally shall meet
International Standards for Phytosanitary Measures established by the United
States Department of Agriculture’s (USDA) Animal and Plant Health Inspection
Service (APHIS). To ensure that wood packaging material is treated, wood
packaging material shall be marked in the country of export per the National Plant
Protection Organization’s (NPPO) guidelines. The International Standards for
Phytosanitary Measures and the guidelines for NPPO markings can be found at
http://www.ippc.int. Up to date related information can be found at
http://www.aphis.usda.gov.
6.2.3. Correlation between Reference and Actual Lumber Dimensions
6.2.3.1. Lumber dimensions can be misleading if those communicating are not familiar
with the industry’s dimensional sizing. Often, referenced dimensions are slightly
greater than the actual dimensions of the lumber. Therefore, it is necessary that
Otis and its supplier communicate accurately on the correct size of lumber.
Reference Actual
1” x 4” ¾” x 3 ½”
1” x 6” ¾” x 5 ½”
2” x 2” 1 ½” x 1 ½”
2” x 4” 1 ½” x 3 ½”
2” x 6” 1 ½” x 5 ½”
2” x 8” 1 ½” x 7 ¼”
4” x 4” 3 ½” x 3 ½”
7. Packaging Materials – Dunnage Material for Tier 1
7.1.1. Dunnage material is internal packaging used to hold, secure, or protect product
packaged within a container.

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7.1.2. Examples of dunnage material include but are not limited to bubble wrap,
antistatic foam, microfilm, corrugated build-ups, and wood bracing.
7.1.3. Examples of dunnage material not preferred: polystyrene in all forms, including
but not limited to foam blocks, peanuts and filling material. To use this material a
supplier deviation request must be filled out and approved by Otis Elevator
Supplier Quality and Supply Chain.
7.1.4. All packaging when possible must be environmentally friendly. Any cost increases due
to this requirement must be specifically discussed with Otis Florence.
8. General Pack Guidelines for Tier 1
8.1.1. Unless otherwise specified, general pack guidelines shall apply to all Tier 1
parts/packaging unless otherwise specified.
8.1.2. Suppliers/vendors are expected to comply with the following packaging design
objectives:
1) To provide adequate packaging to prevent damaged parts during shipment,

storage, and handling.
2) To minimize the total cost of part packaging while maintaining adequate protection.
3) To minimize the total volume (cube) of the part containers so as to keep storage
cost and waste to a minimum.
8.1.3. Package all products contract or order specific.
8.1.4. Finished edges of product should be protected with plastic film and a corrugated
spacer.
8.1.5. When packaging multiple items in the same container, e.g. carton or crate, load
the container with the heavier bulkier items on the bottom.
8.1.6. All parts shall be packaged in accordance with the sequence document,
document AAA29000AR.XLSX (Hydro) and AAA29000AN.XLSX (G2S). G2O
does not have a packaging sequence document and does not need this
requirement.
8.1.7. All items in the package or crate should be placed in such a way that the
package or crate is not off balance. If this is not possible additional material
should be added to balance the package or crate.
8.1.8. Small parts, e.g. nuts, bolts, washers, and screws, shall be packed and sealed in
a plastic bag. The plastic bag shall be of sufficient strength that it does not break

Number: OFAP 7.10
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during a drop test, per ASTM D5276 Test of Loaded Containers During Free Fall.
Plastic bags shall be secured within package with tape and/or tie wraps.
8.1.9. Carton pallet, and crate design shall encompass entire product. Product shall
not protrude or overhang carton, pallet, or crate.
8.1.10. Carton product shall be secured to pallet with stretch film and/or banding.
8.1.11. No loose material shall be placed on the pallets. A nylon or metal band shall be
used to secure the crate or package to the pallet. The preferred method of securing
the banding shall be heat for nylon and a clip for metal. An alternative to bands is
using shrink wrap to secure crate or package to pallet.
8.1.12. Banding clip shall be centered on a side of product. When banding is terminated,
excess banding shall be removed as to avoid personnel injury.
8.1.13. Appropriate banding should be chosen to secure the product throughout the
transportation cycle to ensure the banding does not break during transportation.
8.1.14. Cartons should not exceed a weight of 35 lbs. If the package is greater than 35 lbs. a
pallet must be used so a forklift or pallet jack can be used to transport the packages.
Or equivalent lifting provisions to enable warehouse personnel to lift the package with
a mechanical lifting aid.
8.1.15. Pallet/crates should not exceed a weight of 2000 lbs.
8.1.16. Packaging designs should incorporate handling methods to allow for fork truck lifting,
hoisting by a crane, and individual transportation.

Number: OFAP 7.10
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8.1.17. Pallets, crates, and product bracing should consist of #3 or better SPF. Plywood,
Oriented Strand Board (OSB), and Particle Board should be avoided.
9. Pallet Construction for Tier 1
9.1.1. Pallets shall be designed and constructed to contain and carry material
throughout the transportation cycle.
9.1.2. Pallet shall consist of #3 or better SPF. Lumber shall meet APHIS heat treatment
certification.
9.1.3. Pallets shall be assembled with cement coated, spiral shank nails. No staples.
9.1.4. All material that will be transported on a pallet shall fit within footprint of pallet.
Material shall not overhang pallet.
9.1.5. Pallets should be constructed to allow for four-way entry.
9.1.6. Pallets should have a flush stringer design (top and bottom deck boards shall be
flush with edge stringers).
9.1.7. Pallets shall be conscientiously designed with trailer utilization in mind. Example:
Pallets of widths of 23” or 32” would be best to utilize a trailer with a width of 98”.
It is preferable to use widths 40” or less for storage purposes.
9.1.8. Pallets should have a minimum of 3½” height clearance for fork trucks.
9.1.9. Unless otherwise specified crates or pallets shall not exceed a height of 42”.
Crates or pallets can be double stacked if the height of both on top of each other
does not exceed 96” and the weight limit of the item on top does not exceed that
of the lower item. It is recommended to put a cone or other signaling device on a
package if it should not have anything stacked on it along with clear labelling
stating “Do not stack”.
Width
Top Deck
Stringer
Bottom
4-Way Entry
3½” (Entry on Each
Clearance Lid
10. Crate Construction for Tier 1
10.1.1. Crates shall be designed and constructed to contain and carry

material throughout the transportation cycle.
Side Panels
10.1.2. Crate pallet base, vertical supports and horizontal cross

members shall consist of #3 or better SPF. Side panels and lid
Crate Supports
Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012 Top Deck

Stringers
Bottom Deck
Bottom
Number: OFAP 7.10
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shall consist of plywood. Lumber shall meet APHIS heat treatment certification.
10.1.3. Bottom deck and bottom stringers should be inset 7” on each end to allow for hoisting.
10.1.4. Side panels of crate shall be positioned and secured directly along stringers. This ensures
the crate material is secured to the pallet material.
10.1.5. Side panels and/or vertical members shall not be positioned below stringers
10.1.6. Crates shall be constructed with cement coated, spiral shank nails and flat Phillip-head
screws. No staples shall be used in constructing the crate. It is acceptable to use staples to
attach labels or bill of landing or protective cardboard pieces that are not structural.
10.1.7. The crate’s lid and one side should be securely attached with screws (nails are not
permissible). This will allow for removal of lid without destroying the crate. The side of the
crate that is to be removed should be clearly labelled.
10.1.8. Product shall be secured within the crate with wood blocking to eliminate material shifting
throughout transportation.
10.1.9. Crates should be constructed to allow for four-way entry.

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10.1.10. For weatherproofing a tarp shall be used over the crates if the crates are being
exposed to the elements (for example if a flatbed trailer without a cover is used then a
tarp is required).
11. Reels/Spools Packaging Tier 1
11.1.1. Reels/spools shall be designed and constructed to contain and carry wire rope, cable,
belts, chains, tooth tape, or tubing throughout the transportation cycle. The reels,
including flanges, must remain intact and undamaged throughout the entire shipping
process so product can be readily dispensed for installation.
11.1.2. Reels shall consist of #3 or better SPF. Lumber shall meet APHIS heat treatment
certification, if required (See lumber requirements section). Particle board, cardboard,
and/or sheathing lumber is not permitted.
11.1.3. Reels shall have a maximum height of 30” and width of 50”.
11.1.4. A reel’s arbor hole shall have a minimum diameter of 3”.
11.1.5. All flanges shall be constructed from wood sufficiently strong to be rolled on uneven
surfaces. Use table below as a guide. Exceptions shall be discussed with Otis
personnel and documented.
Weight Construction
<=180# allowed for ½” minimum wood flange thickness, fiber core
hub
>180# < weight <=350# ⅝” minimum wood flange thickness, fiber cores are permitted for hub.

Number: OFAP 7.10
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>350# ¾” minimum wood flange thickness, fiber cores are not permitted. A
minimum of 4 threaded rods with a minimum diameter of .25” are required
to fasten the outer flanges. Star nuts are permitted.
11.1.6. When multiple reels are shipped on one pallet, the reel assemblies are to be fastened
together axially with a minimum of four ¼” dia. threaded rods mounted securely
through the outside flanges.
11.1.7. When a single reel is shipped on one pallet, the reel shall have blocks on either side
to secure it and prevent motion. Additionally straps (or equivalent) shall be used to
secure the reel to the pallet to prevent shifting during transportation. Each end of
product shall be securely fastened to reel. The inner end of the rope shall be
securely attached to the flange with a screw, nail or retaining clip.
11.1.8. Reels shall be shipped with the arbor holes in the vertical position.
11.1.9. Reels shall be stacked a maximum of two high. The weight of the top reel is not to
exceed 75 lbs.
11.1.10. Reels shall be transported on a pallet. Reels shall not overhang the sides of the
pallet.
11.1.11. Reels shall be wrapped in stretch film to weatherproof the product and to firmly
secure it to the pallet. Poly banding is recommended to fasten the reels to the
pallet. See section on banding for further details.
11.1.12. A warning label “Do Not Break Down Pallet” is required as an alert to carriers if
pallets are to be reused.
11.1.13. All wire rope must be shipped on reels.
11.1.14. Reels must be of sufficient size to assure minimum ¾” clearance between the
product surface and outside edge of reel flange.
11.1.15. Each set of hoist ropes and each governor rope shall have 1 tag attached per code
A17.1.
11.1.16. Reels shall have a label indicating the gross weight, if the weight is on the LP label
an additional label is not required.

Number: OFAP 7.10
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secure the reel to the pallet to prevent shifting during transportation. Each end of
product shall be securely fastened to reel. The inner end of the rope shall be
securely attached to the flange with a screw, nail or retaining clip.
A shipping document for each wire rope order shall contain the following information:
• Manufacturer
• Otis PO or Contract Number • Master Reel Number
• Diameter • Lot Number
• Wire Grade • Space (3 lines) for additional
• Rated Breaking Strength information at installation
• Classification of Rope • Percent Construction Stretch
1. Manufacturer
12. 5-Gallon Pails Packaging for Tier 1
12.1.1. Liquids such as oil shipped in 5-gallon pails shall adhere to all relevant
government regulations. Regulations include proper containment of hazardous
material and proper labeling of hazardous material.
12.1.2. 5-gallon pails shall be consolidated and shipped on a pallet. The pallet shall be 48”x40”,
4-way accessible.
12.1.3. The maximum quantity of pails per pallet is 36 (12 pails per layer with a max height of 3
layers)

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12.1.4. The top layer of pails shall be horizontally banded together.
12.1.5. Pails and pallet shall be securely wrapped together in stretch film.
Tier 2 Requirements
13. Marking/Label Requirements for Individual Parts
Unless otherwise specified a Code 39 Barcode shall be used. In certain cases an exception to
use 3D/QR Code instead of Code 39 due to supplier or part constraints will be assessed and approved on
an individual basis by Otis through a supplier deviation request (SDR). If individual part labelling is not
feasible due to part size or shape then the Otis Supplier Quality representative, Otis Supplier Contract
Manager, and Otis Industrial Engineer will address on a case by case basis. Consumable components
(e.g. nuts, bolts, washers, rivets, spacers, shims, harnesses, and connectors) smaller than the label
dimensions do not need to follow the below requirements and shall have a label on the bulk packaging
with the part number, lot number (if required), serial number (if required), and quantity.
13.1. Code 39 Barcode Label Requirements
13.1.1. The following elements shall be present on all Code 39 barcode labels: Supplier
Identification Number, OTIS Part Number, OTIS Part Description, Part Revision Date,
Code 39 Bar Code, and the Manufacturing Date.
13.1.2. The size of the Code 39 Barcode Label shall be as follows: 2-3 inches in length by
½1 inches in width. Label size can be changed to accommodate product fit, and if
necessary, Part Description can be omitted for this purpose, though Part Description
presence is preferred.

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13.2. QR Code Label Requirements
13.2.1. The following elements shall be present on all QR labels: OTIS Part Number, Serial
Number, Manufacturing Date and Supplier Identification Number.
13.2.2. The size of the QR Code Label shall be as follows: 1.2-4.9 inches.
13.2.3. The QR Code Label shall be compatible with a scanner of the following characteristics:
i) Datalogic Gryphon I GM4400 2D Barcode Scanner
ii) Decoded Portable Barcode scanner RF(910MHz)
iii) 4 mil Minimum Bar Width iv) 2D Imager Scan
Element Type
v) 60 frames/sec Scan Speed vi)
Wireless Connectivity Technology
vii) RF Wireless Connectivity

Number: OFAP 7.10
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14. Label Placement Requirements
14.1.1. For all OTIS Florence and Tier 2 parts, the following considerations shall be taken into
account:
i. Label shall not cover any holes or slots present on the part.
ii. Label shall be placed on the opposite side of all parts with a visible aesthetic finish,
finishes such as: mill finish, mirror finish, pre-paint finish, silkscreen finish, etc.
iii. Label shall not be placed on a curved surface. Label is to lay flat, unless part
geometry restricts it, in which case, it shall be evaluated by the stakeholders
affected where to locate the label.
iv. For cylindrical parts, label shall be applied parallel to the length of the part. Parts with a
label perpendicular to the length of the part may be rejected.
v. Unless otherwise specified, assembled parts shall be labeled with the top
assembly part number. vi. For parts with an oil film, label shall be applied on its
surface after placement area is wiped clean.
vii. The character limit of standard labels is 25. Where the information to scan is
greater than 25 characters, the supplier shall submit a Supplier Deviation Request
(SDR) to establish an alternative part number.
viii. For parametric parts (contract specific), Otis shall assign an identifier (“Contract
Number”) to each part, the supplier shall provide a label showing the contract in
accordance with the examples shown below.

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ix. For parts with traceability requirements called in Otis documentation the supplier
shall provide a label uniquely identifying the part (“serial number”) or the lot from
which the part came (“lot code”) in accordance with the example shown below.
This label shall be of the same dimensions outlined in the previous sections.
15. Corrugated Material For Tier 2
Corrugated design should follow ENG00328.
15.1. Packaging Materials - Corrugated Carton Graphics Tier 2
Corrugated cartons for Tier 2 parts do not require the use of graphics.
15.2. Packaging Materials – Lumber for Tier 2
15.2.1. The lumber described within encompasses that used for pallet construction, crate
construction, product bracing, and other forms of packaging.
15.2.2. Lumber shall be of #3 or better Spruce, Pine, or Fir (SPF).
15.2.3. Wood packaging material for products that are shipped internationally shall meet
International Standards for Phytosanitary Measures established by the United States
Department of Agriculture’s (USDA) Animal and Plant Health Inspection Service
(APHIS). To ensure that wood packaging material is treated, wood packaging
material shall be marked in the country of export per the National Plant Protection
Organization’s (NPPO) guidelines. The International Standards for Phytosanitary
Measures and the guidelines for NPPO markings can be found at http://www.ippc.int.
Up to date related information can be found at http://www.aphis.usda.gov.
15.2.4. Correlation between Reference and Actual Lumber Dimensions
15.2.4.1. Lumber dimensions can be misleading if those communicating are not familiar
with the industry’s dimensional sizing. Often, referenced dimensions are slightly
greater than the actual dimensions of the lumber. Therefore, it is necessary that
Otis and its supplier communicate accurately on the correct size of lumber

Number: OFAP 7.10
Page 17 of 29
Reference Actual
1” x 4” ¾” x 3 ½”
1” x 6” ¾” x 5 ½”
2” x 2” 1 ½” x 1 ½”
2” x 4” 1 ½” x 3 ½”
2” x 6” 1 ½” x 5 ½”
2” x 8” 1 ½” x 7 ¼”
4” x 4” 3 ½” x 3 ½”
16. Packaging Materials – Dunnage Material Tier 2
16.1.1. Dunnage material is internal packaging used to hold, secure, or protect product packaged
within a container.
16.1.2. Examples of dunnage material include but are not limited to bubble wrap, anti-static foam,
microfilm, corrugated build-ups, and wood bracing.
16.1.3. Examples of dunnage material not preferred: polystyrene in all forms, including but not
limited to foam blocks, peanuts and filling material. To use this material a supplier
deviation request must be filled out and approved by Otis Elevator Supplier Quality
and Supply Chain.
16.1.4. All packaging when possible must be environmentally friendly. Any cost increases due to
this requirement must be specifically discussed with Otis Florence.
16.2. General Pack Guidelines for Tier 2
16.2.1. Unless otherwise specified, the general pack guidelines shall apply to all Tier 2
parts/packaging.
16.2.2. Suppliers/vendors are expected to comply with the following packaging design objectives:
1) To provide adequate packaging to prevent damaged parts during shipment, storage, and
handling.
2) To minimize the total cost of part packaging while maintaining adequate protection.
3) To minimize the total volume (cube) of the part containers so as to keep storage cost and
waste to a minimum.
16.2.3. All parts shall be packaged in accordance with the sequence document, document
AAA29000AR.XLSX (Hydro) and AAA29000AN.XLSX (G2S).
16.2.4. G2O does not have a packaging sequence document and does not eed this requirement.
16.2.5. Package all products contract or order specific.

Number: OFAP 7.10
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16.2.6. Finished edges of product should be protected with plastic film and a corrugated spacer.
16.2.7. When packaging multiple items in the same container, e.g. carton or crate, load the
container with the heavier bulkier items on the bottom.
16.2.8. When material is packaged together in a kit the parts should be placed in the container in
reverse order of the installation sequence.
16.2.9. Small parts, e.g. nuts, bolts, washers, and screws, shall be packed and sealed in a
poly bag (poly bag must be of such thickness that it does not fail when parts are
placed in the bag or fail during transport). Poly bags shall be secured within package
with tape and/or tie wraps.
16.2.10. Carton, pallet, and crate design shall encompass entire product. Product shall not
protrude or overhang package.
16.2.11. Carton/product shall be secured to pallet with stretch film and/or banding.
16.2.12. No loose material shall be placed on the pallets. A nylon or metal band shall be used
to secure the crate or package to the pallet. The preferred method of securing the
banding shall be heat for nylon and a clip for metal. An alternative to bands is using
shrink wrap to secure crate or package to pallet. Poly banding with clip is the
preferred method of banding. Less desirable forms of banding include steel banding
and nylon banding with seal welded joint. Either form of banding may be necessary
based on product.
16.2.13. Banding clip shall be centered on a side of product. When banding is terminated, excess
banding shall be removed as to avoid personnel injury.
16.2.14. Banding clip shall be centered on a side of product .When banding is terminated, excess
banding shall be removed as to avoid personnel injury.

Number: OFAP 7.10
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16.2.15. For excessively heavy products such as counter weights or filler weights, appropriate
banding should be chosen to secure the product throughout the transportation cycle.
16.2.16. Cartons should not exceed a weight of 35 lbs. If the package is greater than 35 lbs. a
pallet must be used so a forklift or pallet jack can be used to transport the packages.
Or equivalent lifting provisions to enable warehouse personnel to lift the package
with a mechanical lifting aid.
16.2.17. Pallet/crates should not exceed a weight of 2000 lbs.
16.2.18. Packaging designs should incorporate handling methods to allow for fork truck lifting,
hoisting by a crane, and individual transportation.
16.2.19. Pallets, crates, and product bracing should consist of #3 or better SPF. Plywood,
Oriented Strand Board (OSB), and Particle Board should be avoided.
17. Pallet Construction for Tier 2
17.1.1. Pallets shall be designed and constructed to contain and carry material throughout the
transportation cycle.
17.1.2. Pallet shall consist of #3 or better SPF. Lumber shall meet APHIS heat treatment
certification.
17.1.3. Pallets shall be assembled with cement coated, spiral shank nails. No staples.
17.1.4. All material that will be transported on a pallet shall fit within footprint of pallet. Material
shall not overhang pallet.
17.1.5. Pallets should be constructed to allow for four-way entry.

Number: OFAP 7.10
Page 20 of 29
17.1.6. Pallets should have a flush stringer design (top and bottom deck boards shall be flush with
edge stringers).
17.1.7. Pallets shall be conscientiously designed with trailer utilization in mind. Example:
Pallets of widths of 23” or 32”would be best, to utilize a trailer with a width of 98”. It is
preferable to use widths 40” or less for storage purposes.
17.1.8. Pallets should have a minimum of 3½” height clearance for fork trucks.
17.1.9. Unless otherwise specified crates or pallets shall not exceed a height of
42”. Crates or pallets can be double stacked if the height of both on top of each
other does not exceed 96” and the weight limit of the item on top does not exceed
that of the lower item. It is recommended to put a cone or other signaling device
on a package if it should not have anything stacked on it along with clear labelling
stating “Do not stack”.
Width
Top Deck
Stringers
Bottom Deck
4-Way Entry
3½” Clearance (Entry on Each Side)
Height
18. Crate Construction for Tier 2
18.1.1. Crates shall be designed and constructed to contain and carry material throughout the
transportation cycle.
18.1.2. Crate pallet base, vertical supports and horizontal cross members shall consist of #3
or better SPF. Side panels and lid shall consist of plywood. Lumber shall meet APHIS
heat treatment certification
18.1.3. Bottom deck and bottom stringers should be inset 7” on each end to allow for hoisting if
hoisting is required for that material.
18.1.4. Side panels of crate shall be positioned and secured directly along stringers. This
ensures the crate material is secured to the pallet material.

Number: OFAP 7.10
Page 21 of 29
Lid
Side Panels
1 stringer for
Crate Supports
bottom deck.
Top Deck
Stringers
Bottom Deck
Bottom
18.1.5. For weatherproofing a tarp shall be used over the crates if the crates are being
exposed to the elements (for example if a flatbed trailer without a cover is used then
a tarp is required).
18.1.6. Crates should be constructed to allow for four-way entry
18.1.7. Side panels and/or vertical members shall not be positioned below stringers.
18.1.8. Crates shall be constructed with cement coated, spiral shank nails and flat Philliphead
screws. No staples shall be used in constructing the crate. It is acceptable to use
stables to attach labels or bill of landing or protective cardboard pieces that are not
structural.

Number: OFAP 7.10
Page 22 of 29
18.1.9. The crate’s lid and one side should be securely attached with screws. This will allow
for removal of lid without destroying the crate. The side of the crate that is to be
removed should be clearly labelled.
18.1.10. Product shall be secured within the crate with wood blocking to eliminate material shifting
throughout transportation.
19. Reels/Spools Packaging Tier 2

19.1. Reels/spools shall be designed and constructed to contain and carry wire rope, cable,
belts, chains, tooth tape, or tubing throughout the transportation cycle. The reels,
including flanges, must remain intact and undamaged throughout the entire shipping
process so product can be readily dispensed for installation.
19.1.1. Reels shall consist of #3 or better SPF. Lumber shall meet APHIS heat treatment
certification, if required (See 7.3). Particle board, cardboard, and/or sheathing lumber
is not permitted.
19.1.2. Reels shall have a maximum height of 30” and width of 50”.
19.1.3. A reel’s arbor hole shall have a minimum diameter of 3”.
19.1.4. When multiple reels are shipped on one pallet, the reel assemblies are to be fastened
together axially with a minimum of four ¼” dia. threaded rods mounted securely
through the outside flanges.
secure the reel to the pallet to prevent shifting during transportation.
19.1.6. Each end of product shall be securely fastened to reel. The inner end of the rope shall
be securely attached to the flange with a screw, nail or retaining clip.
19.1.8. All flanges shall be constructed from wood sufficiently strong to be rolled on uneven
surfaces. Use table below as a guide. Exceptions shall be discussed with Otis
personnel and documented.
Weight Construction
<=180# allowed for hub ½” minimum wood flange thickness, fiber core
>180# < weight <=350# ⅝” minimum wood flange thickness, fiber cores are permitted for hub.

Number: OFAP 7.10
Page 23 of 29
>350# ¾” minimum wood flange thickness, fiber cores are not permitted. A
minimum of 4 threaded rods with a minimum diameter of .25” are
required to fasten the outer flanges. Star nuts are permitted.
19.1.9. Reels shall be stacked a maximum of two high. The weight of the top reel is not to exceed
75 lbs.
19.1.10. Reels shall be transported on a pallet. Reels shall not overhang the sides of the pallet.
19.1.11. Reels shall be wrapped in stretch film to weatherproof the product and to firmly
secure it to the pallet. Poly banding is recommended to fasten the reels to the
pallet. See section 9.10 for additional information.
19.1.12. A warning label “Do Not Break Down Pallet” is required as an alert to carriers.
19.1.13. All wire rope must be shipped on reels.
19.1.14. Reels must be of sufficient size to assure

minimum ¾” clearance between the product
surface and outside edge of reel flange.
19.1.15. Each set of hoist ropes and each governor rope

shall have 1 tag attached per code A17.1.
19.1.16. Reels shall have a label indicating the gross

weight, if the weight is on the LP label an
additional label is not required.
19.1.17. A shipping document for each wire rope order shall contain the following information:
• Manufacturer Master Reel Number

• Otis PO or Contract Number Lot Number
• Diameter Space (3 lines) for additional
• Wire Grade information at installation
• Rated Breaking Strength Percent Construction Stretch
• Classification of Rope
19.2. 5-Gallon Pails Packaging for Tier 2
19.2.1. Liquids such as oil shipped in 5-gallon pails shall adhere to all relevant government
regulations. Regulations include proper containment of hazardous material and
proper labeling of hazardous material.

Number: OFAP 7.10
Page 24 of 29
19.2.2. 5-gallon pails shall be consolidated and shipped on a pallet. The pallet shall be 48”x40”, 4-
way accessible.
19.2.3. The maximum quantity of pails per pallet is 36 (12 pails per layer with a max height of 3
layers).
19.2.4. The top layer of pails shall be horizontally banded together.
19.2.5. Pails and pallet shall be securely wrapped together in stretch film.

Revision: Initial sue
F
Page 26 of 29
20.0 REFERENCES:
20.1 ENG00328: Corrugated Packaging Design.
20.2 OFAP 19.9.16: Shipment Labelling Requirements.
20.3 The International Standards for Phytosanitary Measures and the guidelines for
NPPO markings can be found at http://www.ippc.int. Up to date related
information can be found at http://www.aphis.usda.gov.
20.4 AAA29000AN.XLSX: G2S Sequencing Document.
20.5 AAA29000AR.XLSX: Hydro Sequencing document.
20.6 ASTM D5276 Test of Loaded Containers During Free Fall.
20.7 A17.1 Safety Code for Elevators and Escalators.
21.0 NATURE OF CHANGE FOR THIS ISSUE:
Initial Release
OFAP-501

Revision: Initial sue
F
Page 27 of 29
22.0 APPENDIX A:
Otis Logo Use for Corrugated Cardboard Graphics
Only the following two logos shall be used for any graphics on corrugated cardboard. These
logos are either the OTIS logo with the tagline “Made to move you” below it or the OTIS logo
alone. The graphic must either be in white, black or blue (286 C). The font for the text made
to move you must either be Grifo Bold or Avenir.
B – Otis Elevator Carton Graphics

OFAP-501
NUMBER: OFAP 7.10
Page 28 of 29

OFAP-501
1.* * * End of Document * * * 4

NUMBER: OFAP 7.10
Page 29 of 29
Approvals
Owner Name Approval Revision Signature Date
Amy Kroeger Initial issue
Swann Stephens Initial issue
Ramos Froylan Initial Issue

OFAP-501

OFAP 7.10 - Packaging and Labeling Guidelines

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OFAP 7.10 - Packaging and Labeling Guidelines

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FLORENCE APPLICATION PROCEDURE

Number: OFAP 7.10

Otis Florence Packaging and Label Guidelines

1.0 PURPOSE AND SCOPE:

Below is a list of some uses for this document:

• Provides general guidelines for packaging product. If a product is unique or requires

• Describes the process for implementing new packaging.

• Documents marking and labeling requirements and illustrates where to label.

• Presents requirements for various packaging materials.

• Lists general packaging guidelines.

• Describes proper pallet, crate, and reel/spool construction.

• Provides instruction for packaging of reels/spools and 5-gallon pails.

• This document does NOT cover Kanban parts.

2.0 OWNERSHIP AND APPROVAL:

- Carton/Box – A rigid container made of cardboard or coated paper.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

The evaluation team shall consist of:

Factors that Influence Package Design

• Product Safety • Government Regulations

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

5.1.4. All shipments shall be labeled per OFAP 19.9.16.

6. Corrugated Material For Tier 1

Corrugated design should follow ENG00328.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

6.2. Packaging Materials – Lumber for Tier 1

6.2.1. Lumber shall be of #3 or better Spruce, Pine, or Fir (SPF).

6.2.3. Correlation between Reference and Actual Lumber Dimensions

7. Packaging Materials – Dunnage Material for Tier 1

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

8. General Pack Guidelines for Tier 1

1) To provide adequate packaging to prevent damaged parts during shipment,

8.1.3. Package all products contract or order specific.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

8.1.15. Pallet/crates should not exceed a weight of 2000 lbs.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

9. Pallet Construction for Tier 1

9.1.5. Pallets should be constructed to allow for four-way entry.

10.1.1. Crates shall be designed and constructed to contain and carry

10.1.2. Crate pallet base, vertical supports and horizontal cross

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012 Top Deck

10.1.9. Crates should be constructed to allow for four-way entry.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

11. Reels/Spools Packaging Tier 1

11.1.4. A reel’s arbor hole shall have a minimum diameter of 3”.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

11.1.13. All wire rope must be shipped on reels.

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

12. 5-Gallon Pails Packaging for Tier 1

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

13.1. Code 39 Barcode Label Requirements

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

13.2. QR Code Label Requirements

i) Datalogic Gryphon I GM4400 2D Barcode Scanner

ii) Decoded Portable Barcode scanner RF(910MHz)

iii) 4 mil Minimum Bar Width iv) 2D Imager Scan

v) 60 frames/sec Scan Speed vi)

Wireless Connectivity Technology

vii) RF Wireless Connectivity

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

14. Label Placement Requirements

Unpublished Work - © UNITED TECHNOLOGIES CORPORATION 2012

15. Corrugated Material For Tier 2

Corrugated design should follow ENG00328.