DEMO · Heron Lakes Preserve HOA · made-up community · read-only
Roofing RFQ: clubhouse re-roof
One roof scope, priced the same way by every licensed roofer, with the wind and permit facts that also matter to underwriters.
46 items
20 already in the community profile (43%), so nobody types them again.
V Verified · 6A Attested · 28S Public record · 6P Pending · 6
What this produces
- Same-scope bid packet for licensed roofers
- Permit, product-approval and wind-mitigation record
- Warranty and acceptance file
A. The community · 8 items
Pulled straight from the community profile.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| A1 | Association legal name | Heron Lakes Preserve Homeowners Association, Inc. | S Public record | ✓ From profile |
| A2 | State registration number | N0400001234 (Florida Sunbiz, active) | S Public record | ✓ From profile |
| A3 | Type and governing law | Homeowners association, Florida Chapter 720 | S Public record | ✓ From profile |
| A4 | Homes | 300 single-family homes | V Verified | ✓ From profile |
| A5 | Site address | 1 Heron Lakes Blvd, Palm Beach County, FL | S Public record | ✓ From profile |
| A6 | Management | Professionally managed; licensed community manager on file | V Verified | ✓ From profile |
| A7 | Board contact for this request | Treasurer, through the manager | A Attested | ✓ From profile |
| A8 | Preferred contact | Email, then phone; large-print packets on request | A Attested | ✓ From profile |
B. The roof today · 8 items
The facts every roofer and underwriter asks for.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| B1 | Building | Clubhouse, one story, built 2004 | S Public record | ✓ From profile |
| B2 | Roof area | About 9,800 square feet (98 squares) | V Verified | ✓ From profile |
| B3 | Roof covering | Concrete tile on sloped areas; small flat area over the kitchen | V Verified | ✓ From profile |
| B4 | Roof age | Original 2004 roof (22 years) | S Public record | ✓ From profile |
| B5 | Last inspection | Roof condition report, March 2026: cracked tiles, worn underlayment | V Verified | ✓ From profile |
| B6 | Leaks in last 3 years | 2 leaks, both repaired; invoices on file | A Attested | ✓ From profile |
| B7 | Moisture survey | Ordered; results due November 2026 | P Pending | ✓ From profile |
| B8 | Wind mitigation form | Current OIR-B1-1802 on file (2022) | V Verified | ✓ From profile |
C. Scope of work · 7 items
The written scope every bidder prices.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| C1 | Work | Remove tile and underlayment to the deck; replace damaged decking at a set price per sheet | A Attested | Added for this request |
| C2 | New covering | Concrete tile with a Florida Product Approval number | A Attested | Added for this request |
| C3 | Underlayment | Self-adhered secondary water barrier | A Attested | Added for this request |
| C4 | Attachment | Roof-to-wall connections and deck nailing to current Florida Building Code | A Attested | Added for this request |
| C5 | Flat area | Modified-bitumen system with tapered insulation | A Attested | Added for this request |
| C6 | Gutters and flashing | Replace all flashing; reuse gutters if sound | A Attested | Added for this request |
| C7 | New wind mitigation form | Inspector completes a new OIR-B1-1802 after the work | A Attested | Added for this request |
D. Schedule and site rules · 4 items
So the work fits the community.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| D1 | Window | Start after hurricane season, finish by March 2027 | A Attested | Added for this request |
| D2 | Clubhouse use | Stays open; pool side closed during tear-off | A Attested | ✓ From profile |
| D3 | Debris and safety | Daily cleanup, magnet sweep, fenced staging area | A Attested | Added for this request |
| D4 | Permit | Pulled by the roofing contractor in its own name | A Attested | Added for this request |
E. Vendor requirements · 8 items
Checked before award, not after.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| E1 | State licence required | Florida certified or registered roofing contractor licence, active and clear | A Attested | Added for this request |
| E2 | General liability minimum | $1,000,000 per claim; association named additional insured | A Attested | ✓ From profile |
| E3 | Workers' comp | Policy in force or valid state exemption, shown before award | A Attested | ✓ From profile |
| E4 | Business auto | Required for vehicles on site | A Attested | ✓ From profile |
| E5 | References | 3 associations of similar size, checked by CPI staff | A Attested | Added for this request |
| E6 | Vendor profile | Complete CPI vendor profile with licence and insurance marked Verified before award | A Attested | Added for this request |
| E7 | Conflict check | Vendor states any family, business or gift ties to board or manager | A Attested | Added for this request |
| E8 | Manufacturer warranty | Written system warranty; workmanship warranty at least 5 years | A Attested | Added for this request |
F. How the board decides · 6 items
Fair, written, the same for everyone.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| F1 | Bid form | Same written scope and line-item price sheet for every bidder | A Attested | Added for this request |
| F2 | Price basis | Fixed price for year 1; any increase rule stated in writing | A Attested | Added for this request |
| F3 | Scoring | Price 40%, proof of past work 25%, scope fit 20%, schedule 15% (board may adjust before bids open) | A Attested | Added for this request |
| F4 | Award record | Board minutes state who won and why | A Attested | Added for this request |
| F5 | Nobody pays to win | No fees, gifts or favors from vendors to CPI, board or manager | A Attested | Added for this request |
| F6 | Engineer review | Board may have an independent engineer review the top 2 bids | A Attested | Added for this request |
G. Proof the work was done · 5 items
The record that protects the board later.
| # | Item | Demo answer | Proof level | Source |
|---|---|---|---|---|
| G1 | Permit and final inspection | Copies filed in the vault | P Pending | Added for this request |
| G2 | Product approval | Numbers and photos of labels on site | P Pending | Added for this request |
| G3 | Photos | Deck before covering, every elevation after | P Pending | Added for this request |
| G4 | Warranties | Manufacturer and workmanship warranties filed | P Pending | Added for this request |
| G5 | Acceptance | Board accepts the roof in minutes; profile updated with new roof year | P Pending | Added for this request |
Make your own file this complete
Start your community profile once. Every request after that starts mostly filled in. Questions: [email protected]