Module 03 - BOM Starter

The scope rows MEP types into every job are already in the workbook Thursday morning.

Items that recur across MEP's BOM archive show up pre-populated. The estimator curates, prices, and adds project-specific lines.

Artifact ready Thu 10am Built off the BOM workbooks MEP has been keeping all along.

What it reads

MEP's BOM workbooks across the archive. Clusters items by description - Exhaust Fan / EF / EF-1 collapse into one row. Surfaces the rows that recur across most projects.

On screen

A workbook with recurring scope rows pre-populated.

Trade sections use MEP's own headings. Each row carries a recurrence label - very common, common, or recurring.

HVAC Mechanical trade section

Tag Description Qty Recurrence

RTU Rooftop unit - gas heat / DX cool enter qty Common

EF Exhaust fan (general) enter qty Very common

VAV VAV box with reheat coil enter qty Recurring

DIFF Supply / return / exhaust diffusers enter qty Very common

Plumbing Equipment trade section

Tag Description Qty Recurrence

WC Water closet, wall-hung, flushometer enter qty Common

LAV Lavatory with sensor faucet enter qty Common

FD Floor drain with trap primer connection enter qty Very common

Controls / Balancing trade section

Tag Description Qty Recurrence

BAS BAS field devices and wiring scope this job Recurring

BAL Air and water balancing report lump sum Common

What stays manual

Quantities. Project-specific items. Anything that requires takeoff.

The starter workbook is a scaffold of recurring scope. The estimator brings the takeoff, the sizing, and the job-specific rows.