Start with the decision
Agree the roofing handover requirements before work begins, then check the delivered records against the actual scope. The checklist below is a planning aid. Acceptance criteria and required evidence must come from the project documents and responsible project team.
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.
Match the records to the work
| Package | Record to agree | Scope reference |
|---|---|---|
| Roof field | system documentation and agreed completion records | roof areas, system reference and removal limits |
| Edges and penetrations | approved detail records and interface sign-offs | edge details and penetration inventory |
| Access and protection | agreed cleanup and protection closeout | site access and occupied-area constraints |
Download the roofing handover 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
- List required deliverables, their responsible party and the person who can accept them. Distinguish a submitted document from an accepted one.
- Reconcile changes involving deck repairs, roof drains, rooftop equipment, penetrations and temporary weather protection. The final record should reflect agreed work, not an obsolete bid assumption.
- Maintain an open-items list with locations, owners and planned follow-up. Do not quietly turn an unresolved item into a completed one.
- Confirm the handoff to the operator or following trade. Record which information was received and which agreed actions remain outstanding.
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 package-specific handover register with accepted records and a visible list of unresolved actions.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. Confirm the project location and the scope of the business’s authority with the responsible project team. The U.S. Small Business Administration provides a starting point for business licensing resources.
For a project in Canada
Record the province or territory, municipality and actual service area. Use Canada’s permits and licences resources to locate relevant checks, including the linked BizPaL service. Confirm requirements for the actual activity and location.
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 scope of work checklist. For the other side of the conversation, see the roofing bid proposal 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.