Start with the decision
Use roofing exclusions to make responsibility clear, not to hide essential work in fine print. The interfaces most worth discussing include deck repairs, roof drains, rooftop equipment, penetrations and temporary weather protection. If the invitation requires an item you do not include, identify the gap through its permitted clarification process before assuming your bid is comparable.
This guide is for business-to-business project planning in the United States and Canada. For the wider trade context, visit the roofing resource hub.
Create a responsibility matrix
| Package | Boundary to classify | Reference to check |
|---|---|---|
| Roof field | tear-off, insulation and specified assembly | roof areas, system reference and removal limits |
| Edges and penetrations | flashings, equipment interfaces and responsibility gaps | edge details and penetration inventory |
| Access and protection | lifting, storage, debris removal and temporary protection | site access and occupied-area constraints |
Download the roofing bid exclusions worksheet (CSV)
Fill in the response, owner or source, and date checked. Keep unresolved items visible. The file contains planning prompts only; it does not calculate quantities or make an approval decision.
Put the checklist to work
- Give each interface a status: included, excluded, by others, optional or unresolved. Name the responsible party only when that allocation has been confirmed.
- Separate a factual scope exclusion from an assumption about site conditions. Explain what information would resolve the assumption.
- Check exclusions against approved system details, delivery and lifting arrangements, and a suitable installation window. An omitted prerequisite can affect timing as well as price.
- When the scope changes, revise both the inclusions and exclusions. Keep the final offer aligned with the clarification record.
A scope gap worth discussing
Illustrative example — not a Build Accord client project
A roof replacement quote excludes concealed deck repairs. Record how discoveries will be documented and priced; do not turn an unknown deck condition into an assumed fixed quantity.
Apply this to your decision: A responsibility matrix that makes gaps discussable before selection, with no assumption that a blanket exclusion overrides project requirements.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. For federal notices, use SAM.gov Contract Opportunities and check the individual notice’s stage and instructions. A prime-contract notice is not automatically a subcontract invitation.
For a project in Canada
Record the province or territory, municipality and actual service area. Use CanadaBuys tender opportunities as one public-procurement source, then read the issuer’s documents and submission route. Do not assume it lists every private construction package.
For either market, state the currency, units and deadline time zone. This worksheet is general planning guidance, not a determination of licensing, procurement eligibility or technical compliance.
The next useful step
Continue with roofing subcontractor bid proposal checklist. For the other side of the conversation, see the roofing project scope guide.
Build Accord coordinates introductions between construction project teams and trade contractors. An inquiry starts a discussion of fit and availability; it does not guarantee a contractor, an invitation to bid or an award. These guides are not a listing of currently available crews or projects.