Template Guide
HOA Roofing Submittal
What to include in a professional HOA project submittal package
HOA boards and property managers receive many contractor submissions. A complete, professional submittal package gets reviewed faster, approved more easily, and positions your contractor as the preferred choice. Here's what to include.
1Cover Sheet
- Project title and address
- Contractor name, license number, and contact
- Submission date
- HOA board or management company name
- Brief project description (2-3 sentences)
2Scope of Work Summary
- Work to be performed (tear-off, re-roof, repair)
- Roof area in squares
- Estimated project duration
- Working hours (must comply with HOA rules)
3Materials Specification
- Shingle manufacturer and product name
- Shingle color (with color chip if possible)
- Manufacturer color code matching HOA guidelines
- Underlayment and flashing specs
- Any HOA-approved product list reference
4Property Protection Plan
- How landscaping and hardscaping will be protected
- Debris containment method (chute, Equipter, etc.)
- Staging area for materials and equipment
- Protection for neighboring units
5Contractor Credentials
- Contractor license number (CSLB if in California)
- Certificate of Insurance (GL and workers comp)
- Bond information
- References from similar HOA projects
6Project Schedule
- Planned start date
- Estimated completion date
- Daily work hours
- Noise-sensitive period restrictions
- Notification plan for residents
7Permit Information
- Permit required: yes/no
- Who is pulling the permit
- Permit number (if already obtained)
- Inspection schedule
💡 Pro Tip
HOA boards trust contractors who communicate proactively. Consider including a one-page 'Resident Notice' explaining what to expect each day of the project — this reduces complaints and positions your contractor as a professional.
Questions? We're here to help.
Contact Mikro Rentals — we specialize in equipment that makes your projects more professional.