Ask every bidder to define the same 12 scope items. A blank is not automatically included.
Printing this page (Ctrl+P, or Cmd+P on a Mac) produces the checklist as a plain worksheet with a ruled line beside each item and none of the site’s navigation. Ticks made on screen are not saved between visits—one bidder, one printed sheet.
Compare scope first, allowances second, warranty responsibilities third, and total price after those are aligned.
Enter notes in the labeled fields, then print. Notes stay on this page only and are not saved or submitted; print before leaving. The PDFs provide blank writing space and examples. For keyboard and screen-reader access, use these equivalent HTML worksheets. PDF assistive-technology compatibility has not been independently certified.
The forms organize your questions and records. Product suitability, site conditions, contract terms and technical decisions need project-specific confirmation.
Complete one sheet for each proposed roof system. Ask the bidder to identify the exact product and assembly, then compare your priorities against documented information. Leave unknowns open until answered; do not turn a marketing claim into a verified fact.
Use the same questions for every contractor. Record evidence and score each answer: 0 = unanswered; 1 = verbal answer only; 2 = written, relevant evidence supplied. A high score does not replace checking credentials and references. Resolve any critical gap before selecting a contractor.
Copy this sheet for each bidder. Transfer the same scope into each copy and request written revisions for differences. Record allowances separately from fixed prices. Only add a missing item when its price is confirmed; never treat an unknown as zero.
Review from the ground or another safe location with the contractor. Request photographs for roof-level details. Record each unresolved item, its owner and due date; follow the agreed contract process for completion and payment.
Use one sheet per seasonal observation or professional service visit. Observe from the ground; use a qualified professional for roof access. Record what you saw and who will follow up, without diagnosing concealed conditions.
Keep observations separate from the inspector's conclusions. This record does not certify roof condition. Note inaccessible areas and request a written report explaining limitations and recommended follow-up.
Document only from safe locations after conditions are safe. Record observations without assuming cause or insurance coverage. Keep original files and receipts. Use the insurer's actual instructions and deadlines when recording a claim.
Maintain a dated record of installation, repairs, observations and document locations. Mark estimated or unknown dates clearly. Keep this log with warranty documents and pass it to the next property manager or owner.
Use one sheet per building roof area. Confirm assembly and warranty information from project records. Assign follow-up ownership and retain inspection limitations; the register is an administrative record, not a condition certification.
Use this brief to organize an owner/consultant procurement discussion. Have the project team define the actual technical specification and contract requirements. Give bidders the same information and circulate written answers to scope questions.
Version 1.0 · September 8, 2026. Initial complete worksheet release. Personal, classroom and internal property-management copying is permitted with attribution to Understanding Roofing. Report a correction through our editorial process.