Module 02 - Exclusion Library

Lead-letter draft on Thursday morning, pulling from MEP's own past wording.

Recurring exclusions grouped by trade and by commercial. Every suggested line carries the past proposals it came from.

Artifact ready Thu 11am Builds on top of the triage and vendor work earlier in the morning.

What it reads

MEP's archive of past lead letters and quote packages. Surfaces the exclusion lines that recur and groups them by trade (HVAC, plumbing, balancing, controls, insulation) and by commercial (HST, permits, scope-boundary).

On screen

A draft lead letter, exclusions pre-loaded by trade.

Each line shows the past proposals it came from. Click through to read the original wording in context.

Draft - Lead Letter Exclusions

HVAC trade

Duct insulation outside mechanical room. Very common in MEP lead letters

RTU curbs and structural support. Common in MEP lead letters

Final air balancing report by others. Recurring in MEP lead letters

Plumbing trade

Storm and sanitary site connections beyond 1.5m of building. Common in MEP lead letters

Trap primers where not shown on drawings. Recurring in MEP lead letters

Balancing / Controls trade

BAS programming by controls vendor under separate contract. Common in MEP lead letters

Re-balancing after tenant fit-out. Recurring in MEP lead letters

Commercial commercial

HST not included in quoted price. Very common in MEP lead letters

Permits and permit fees by general contractor. Very common in MEP lead letters

Scope strictly per drawings and spec; clarifications listed above. Very common in MEP lead letters

What stays manual

Final wording.

Nothing leaves the estimator's screen without sign-off. Suggestions are loaded; the language that goes to the client is chosen by hand.