Roof surveys and Section 20 consultation: what managing agents need in writing

Roof works on a block of flats are rarely a simple instruction to a contractor. In practice the job goes more smoothly where, before anything reaches the leaseholders, the agent can show what condition the roof is in, what work is proposed, and why that work rather than something lighter or more drastic. Section 20 consultation is a process built on documents, and the quality of those documents tends to decide how smoothly it runs.

That makes it a paperwork problem before it is a roofing problem. A verbal opinion from a roofer who has been up on the roof is not a baseline, and it does not survive a leaseholder asking how the conclusion was reached. What the process rewards is a written record made before any decision was taken, in language a leaseholder can follow and a surveyor can check.

What a roof condition report needs to contain

A report is useful in consultation when it does more than say the roof is in poor condition. In practice that means:

  • An element by element assessment. Field surface, laps and seams, upstands, flashings, penetrations, and outlets and drainage, each rated on its own. A roof is rarely uniformly bad, and a report that grades each element shows where the money would actually go.
  • Numbered defects, located and photographed. Each defect given a number, marked directly on the image, and tied to a position on the roof. That is what lets a leaseholder who has never been on the roof see the thing being described, and what lets a surveyor verify it later.
  • A clear recommendation, stated plainly. Not a menu of possibilities, but a stated view of what the roof needs, with the reasoning visible.
  • A scope of works precise enough to price. What is to be prepared and how, which defects are to be made good and where, how the upstands, outlets and penetrations are to be detailed, and what is expressly excluded. This is the part most often missing, and the part that causes the most trouble later.
  • A date and an author. A dated record made before the decision is the whole point of a baseline.

Why an independent specification tidies up the pricing

Where there is no written scope, every contractor writes their own. One prices a localised repair, another a full strip and rebuild, a third something in between. The quotes that come back are then not comparable. The gap between them looks like a difference in price when it is really a difference in what is being bought, and leaseholders reading them side by side will notice and quite reasonably ask why.

A scope written before the work goes out, by someone other than the firms bidding for it, removes that guesswork. Every firm then prices the same defined work, on the same assumptions, so the returns can be set against each other honestly. The same document can go to several firms, including Approved Contractors, and come back comparable. It also keeps the record straight later, because the scope that was consulted on is the scope that was priced and the scope that gets built.

Overlay or full replacement, from the agent’s side

There are broadly two routes for a failing flat roof, and they are not equivalent from a management point of view. An overlay leaves the existing covering in place and forms a new waterproofing layer over it once the surface has been prepared. A full replacement strips the roof back to the deck and rebuilds it.

The difference is not only the scope of work. It is skips outside the building, scaffolding time, noise above occupied flats, and the length of the period during which the roof is open to the weather.

For the consultation, the important part is that the choice follows from the report rather than from an assumption made before anyone looked. Where the deck below the covering is wet or structurally failing, sealing over it would trap the problem, and full replacement is the honest answer. Where the structure is sound, an overlay is usually the less disruptive of the two. Either way, the reasoning belongs in writing, because it is precisely the question leaseholders ask.

If the roof turns out to be sound

Not every survey ends in work, and a report that finds the roof serviceable is still worth having. It gives a dated record of condition to hold on file, it tells you which elements to watch, and it puts the building on a planned footing rather than a reactive one. When the roof does eventually need attention, you will have a documented history rather than a sudden problem, and the case for the work will be easier to make because it was not made from a standing start.

Getting the documentation

HYDRONYLON® Roof Care is a free flat roof inspection that produces exactly this: a written condition report with a photographic record, an element by element assessment, and an outline specification of any works the roof needs.

Responsibility for the consultation itself, including whether any particular document satisfies it and whether it has been correctly served, remains with the managing agent and their professional advisers. This article describes what makes roof documentation useful in practice; it is not legal advice.

Frequently asked questions

Is a roof condition report enough on its own for a consultation?

It covers the roofing side of it: the evidence of what condition the roof is in, and a written scope that contractors can price against. Whether your consultation paperwork as a whole is complete and correctly served is a matter for you and your professional advisers.

Can several contractors price from the same specification?

Yes, and that is the point of having one. When every firm quotes against the same written scope, the differences between the quotes are differences in price rather than differences in what is being bought.

Can you inspect several roofs across a portfolio?

Yes. Each roof is surveyed and reported on separately, so every building gets its own condition record and its own recommendation rather than a single verdict applied across the portfolio.