Roof Portfolio Planning Guide.
A workbook for teams with many flat roofs: build the inventory, set the order, plan 30 years of spend, and document energy and waste.

PLANNING GUIDEInventory, triage, budget, report.
Planning tool
Roof portfolio planner
Add each roof. The planner ranks them, lays out what to restore, recoat or monitor and when, and shows a yearly budget as a low-to-high range you can edit.
Sources and notes (1)
- U.S. BLS Producer Price Index, Inputs to new nonresidential construction, excluding capital investment, labor and imports (WPUIP231200): 100.0 in Dec 2014, 173.212 in Sep 2026, a 4.8% compound annual change. Via FRED. https://fred.stlouisfed.org/series/WPUIP231200 (accessed Oct 20, 2026)
Guide outline
Roof Portfolio Planning Guide
A planning workbook for facility, real estate and sustainability teams with many flat roofs. 8 pages (PDF): what is inside:
- Build the inventory.
- One row per roof: address, area, roof type, age, last work, warranty and term.
- What sits under it: production, tenants, sales floor, storage.
- Template: roof inventory sheet.
- Triage by condition and risk.
- Condition grades: good, fair, poor, with what each means for restoration.
- Risk to operations: what a leak would stop.
- A simple condition × risk grid to set the order.
- Restore, repair or replace.
- What makes a roof a restoration candidate: dry assembly, sound surface, workable drainage.
- When replacement is the right answer.
- How to use the estimator with your bids.
- Plan 30 years of spend.
- Coat and recoat cycles tied to the written warranty term. Uniflex, one of the systems RC Coatings installs, offers 10, 15, and 20-year labor and materials warranties.
- Escalation and discounting for capital plans and reserve studies.
- How to use the lifecycle planner.
- Energy, waste and reporting.
- Cool-roof basics and the public sources to cite.
- Debris avoided: how to estimate it per roof.
- kWh to emissions: choosing and documenting the factor.
- Keep the roofs in the plan.
- Spring and fall inspections, drains, and the maintenance log a warranty expects.
- When to re-run the numbers.
- Checklists. Inventory fields, assessment prep, bid comparison, reporting inputs.

Start with one building
Book a multi-site roof assessment
Book the first building on our scheduling page. List the other sites in the notes field and we will plan the walk order with you. Questions? Call (801) 515-3812.
Book a roof assessment