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Sample review pack

Sample lightning protection review pack.

See the kind of first-pass package TradeSpec prepares before bid day: scope notes, drawings and specs used, quantity assumptions, RFIs, exclusions, and review-ready outputs.

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TradeSpec sample review pack interface with source drawing, findings, quantities, RFIs, and estimator review outputs

Project

Single-story distribution warehouse with attached office and canopy

Document set

Issued for bid - Rev 02

Status

Ready for estimator review

01 / Overview

Start with what the estimator needs to decide.

The top of the pack shows what TradeSpec would carry, what still needs review, and which documents shaped the first pass.

7

Source documents

Drawings, specification section, and addendum references used.

6

Quantity buckets

Strike points, roof conductors, down conductors, grounds, wells, and loop.

4

Open RFIs

Scope, routing, test access, and detached element checks.

01

Scope to carry

Lightning protection appears in the electrical specification and roof-level plan; carry it in the review until bid-form treatment is confirmed.

02

Protected areas

Main warehouse roof, attached office roof, entry canopy, parapets, and roof equipment zones shape the visible takeoff basis.

03

Estimator checks

Confirm bid-form inclusion, down-conductor routing, test-well expectations, and detached element scope before final price release.

02 / Drawings and specs used

The source trail comes before the quantity table.

Each finding and quantity row points back to the sheet, detail, spec section, or addendum that created it.

Source register

E-101

Electrical Site Plan

Ground loop, test well, and service-yard coordination cues.

Drawing
E-402

Lightning Protection Roof Plan

Primary air-terminal, roof-conductor, and down-conductor basis.

Drawing
A-201

Roof Plan And Elevations

Geometry and protected-mass interpretation.

Drawing
A-502

Roof Details

Detail review for routing assumptions and exclusions.

Drawing
S-301

Framing Notes

Bonding and coordination cues requiring estimator review.

Drawing
26 41 00

Facility Lightning Protection

Scope basis, standards references, installer qualifications, and submittals.

Specification
ADD-02

Bid Clarifications

Clarification trail for assumptions and alternates.

Addendum

03 / Findings

Findings read like review actions.

Each finding explains what was found, where it came from, and what the estimator should confirm before final pricing.

F-01

Specification and roof plan

Complete lightning protection scope appears in the bid set

26 41 00 / Lightning protection system scope and submittal languageE-402 / Roof-level lightning protection routing diagram

The specification and roof-level lightning protection plan both call for a complete system with source requirements tied to the electrical scope.

Source-backed: Confirm whether the scope is base bid, alternate, or allowance before releasing final pricing.

Estimator review

F-02

Geometry and massing

Protected roof masses span warehouse, office, and canopy zones

A-201 / Roof masses, parapets, and equipment zonesE-402 / Roof-level lightning protection routing diagram

Roof plan and elevation references identify separate protected zones that affect perimeter takeoff, conductor routing, and down-conductor locations.

Geometry basis: Check parapet transitions, rooftop equipment footprints, and canopy edge conditions against final roof details.

Ready to verify

F-03

Routing and coordination

Down-conductor routing needs architectural coordination

E-402 / Roof-level lightning protection routing diagramA-502 / Parapet, curb, and canopy details

Down-conductor locations are indicated at the roof plan level, but several paths pass near public entries, finished elevations, or service-yard constraints.

Needs clarification: Clarify exposed versus concealed routing, finish requirements, and acceptable path adjustments with the GC or design team.

RFI candidate

F-04

Grounding and interconnection

Ground loop allowance follows the primary building footprint

E-101 / Site grounding and service yard contextS-301 / Structural steel and connection notes

Electrical site context supports a perimeter ground-loop allowance with coordination at service-yard equipment and structural steel tie-in points.

Quantity-sensitive: Carry the allowance with a visible note and confirm test well placement before quote finalization.

Assumption

04 / Quantity worksheet

Quantities stay tied to source and caveat.

Rows keep item, unit, count, basis note, and review state together so assumptions can be changed without losing the trail.

PTS

Strike termination points / air terminals

42ea

Count follows roof perimeter, parapet breaks, canopy edges, and equipment zones shown on the roof plan.

Estimator review
E-402 / Roof-level lightning protection routing diagramA-201 / Roof masses, parapets, and equipment zones

R/C

Roof and main conductor

1,120lf

Allowance follows roof-edge routing plus equipment bonding paths; final routing may adjust after shop review.

Source-backed
E-402 / Roof-level lightning protection routing diagramA-502 / Parapet, curb, and canopy details

D/C

Down conductors

12ea

Locations are counted from the roof plan and flagged where elevation or finish coordination may change path length.

RFI watch
E-402 / Roof-level lightning protection routing diagramA-201 / Roof masses, parapets, and equipment zones

Grds

Grounding electrodes

12ea

Ground points are carried at down-conductor locations pending final grounding detail confirmation.

Assumption
E-101 / Site grounding and service yard context26 41 00 / Lightning protection system scope and submittal language

TW

Test wells / ground wells

4ea

Carried for accessible testing at representative corners and service-yard coordination points.

Clarify
E-101 / Site grounding and service yard contextADD-02 / Bid-phase clarifications

GL

Ground-level interconnection / loop

780lf

Allowance follows the primary building footprint and excludes detached site elements unless added by review.

Estimator review
E-101 / Site grounding and service yard contextS-301 / Structural steel and connection notes

Review memo

RFIs, exclusions, and alternates stay separate from base quantities.

Decision items are pulled out of the worksheet so the review pack does not bury risk inside a number.

RFI candidates

  • Confirm whether lightning protection scope is base bid, alternate, or allowance.
  • Clarify down-conductor routing at public entrances and finished elevations.
  • Confirm test well count, locations, and accessibility expectations.
  • Verify whether detached site elements require separate protection or bonding.

Exclusions

  • UL Master Label services unless required by the final bid form.
  • Third-party inspection fees or owner testing outside the bid documents.
  • Concealed routing in architectural finishes unless directed by addendum.

Alternates

  • Price concealed down-conductor routing where exposed routing is not acceptable.
  • Add detached canopy protection if the design team confirms it is in scope.

05 / Outputs

The package resolves into estimator-ready outputs.

The final package separates scope summary, quantity worksheet, source ledger, and caveat memo so each part can be checked independently.

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Ready package

Scope summary

Lightning protection scope, included areas, assumptions, RFIs, exclusions, and estimator conclusion.

Ready

Quantity worksheet

Bucketed lightning protection quantities with units, basis notes, source references, and review status.

Ready

Source ledger

A compact trace of drawing and spec references used to support each finding and quantity row.

Ready

RFI and caveat memo

Clarifications, exclusions, alternates, and caveats separated for estimator review.

Ready