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Roofing estimating


The purpose of this standard is to provide the delegate with an introduction to the principles and techniques required to create quotes for roofing materials.


Minimum 5 days of 6 learning hours per day

Purpose / scope

The purpose of this standard is to provide the delegate with an introduction to the principles and techniques required to create quotes for roofing materials.


  • types of enquiries and quotations
  • SMM7 / NRM / NBS
  • terms and conditions
  • understanding products
  • estimating symbols
  • clauses, inclusions/exclusions
  • attendances
  • manufacturers on costs
  • terminology and roofing systems
  • materials used in roofing
  • interpreting architectural drawings
  • measuring simple and complex shapes
  • creating material and quantity lists
  • access for works
  • overheads and expected margins
  • creating quotations
  • guarantees and warranties

Occupational relevance

Training delivered against this standard would be relevant to the following occupational groups:

  • operative and craft
  • supervision
  • management and leadership

Delegate pre-requisites

There are no delegate pre-requisites as part of this standard, however a basic knowledge of roofing terminology and techniques would be beneficial.


As a minimum, course trainers must be able to demonstrate that, in relation to this standard, they have:

  • an award in education and training (or equivalent, as per requirements for approved training organisations)
  • successfully completed training to this standard
  • any standard specific training or professional membership
  • at least 2 years relevant industrial experience
  • a verifiable CV


Delivery may be in an on or off the job environment.

All materials and equipment must be of a suitable quality and quantity for delegates to achieve learning outcomes and must comply with relevant legislation.

The class size and delegate/trainer ratio must allow training to be delivered in a safe manner and enable delegates to achieve the learning outcomes.

The following delivery methods may be used in the delivery of this standard:

  • classroom
  • a blend of classroom and remote

This standard is considered to contain 51% or more theoretical learning.

This standard is considered to be set at a basic level.


For the successful completion of training, delegates must complete a practical or knowledge assessment. The assessment must cover all learning outcomes.

Where this training is assessed using multiple-choice questions, a minimum of 10 questions must be asked and delegates are required to achieve an overall pass mark of at least 80%.

Quality assurance


Quality assurance against this standard will require initial approval of the training organisation and their content mapped to the standard.

CITB will also conduct an approval intervention, either desk-based or centre visit, to ensure the training organisation can meet the requirements of the training standard.

Approved training organisations (ATOs) will be required to present information on records of training and assessment upon request to CITB for desk-based analysis. They will also be visited annually by the CITB quality assurance team.


There are no mandatory renewal or recommended refresher requirements for this standard.

Approval date

December 2020

Review cycle

On request or 3 years from approval date.

Learning outcomes

Learning outcomes

The delegate will be able to:

Additional guidance to support learning outcome:

explain how to identify different types of enquires


explain how to identify different types of quotations


explain rules of measurement

to include:

· a bill of quantity


interpret various terms and conditions

to include:

· suppliers

· main contractors

explain typical clauses

to include:

· what an inclusion is

· what an exclusion is

describe what attendances are

to include:

· the pricing of attendances

explain what nett/gross profit is

to include:

· overheads


explain the differences between guarantees and warranties

to include:

· the cost of guarantees

· the cost of warranties

identify different types of roofing systems and key components

to include:

· manufacturers literature

describe materials used in roofing systems


interpret architectural drawings


demonstrate how to measure simple and complex shapes


explain access for works

to include:

· scaffolding costs

· MEWP costs

describe how to create material and quantity lists


explain fluctuation, schedule of rates, PC sum, provisional sum, prelims, day work, bill of quantities, take offs


describe how to create quotations

to include:

· delegates to be given a specification and price list of materials

Additional information about this standard

NHBC Technical Standards


British Standards


BS 4978:2007+A1:2011 Visual strength grading of softwood. Specification.

BS 5427:2016 Code of practice for the use of profiled sheet for roof and wall cladding on buildings.

BS 6229:2003 Flat roofs with continuously supported coverings — Code of practice

BS 8217:2005 Reinforced bitumen membranes for roofing — Code of practice

BS EN 1991-1-1:2002 Eurocode 1. Densities, self-weight, imposed loads (plus 2015 UK Annex)

BS EN 1991-1-2:2002 Eurocode 1. Fire actions on structures (plus 2015 UK Annex)

BS EN 1991-1-3:2003 + A1:2015 Eurocode 1. Snow actions on structures (plus 2015 UK Annex)

BS EN 1991-1-4:2005 + A1:2010 Eurocode 1. Wind actions on structures (plus 2015 UK Annex)

BS EN 13501-5:2016 Fire classification of construction products and building elements (using test data)

BS EN 1995-1-1:2004+A2:2014 Eurocode 5: Design of timber structures. Common rules and for buildings

BS EN 13165:2012 + A2:2016 Thermal insulation products for buildings — Polyurethane foam (PU) Spec.

BS EN 14118-1/2/3:2003 Reinforcement — Specifications for textile glass mats

BS EN 14782:2006. Self-supporting metal sheet for roofing, external cladding and internal lining.

BS EN 636:2012+A1:2015. Plywood. Specifications.

BS EN 845-2:2013+A1:2016. Specification for ancillary components for masonry. Lintels

BS EN 1990:2002+A1:2005 Eurocode. Basis of structural design

BS EN 13707:2004+A2:2009 Flexible sheets for waterproofing. Reinforced bitumen sheets for roof waterproofing. Definitions and characteristics

BS EN 12056-3:2000 Gravity drainage systems inside buildings. Roof drainage, layout and calculation

British Standard Codes of Practice


BS 5250:2011+A1:2016 Code of practice for control of condensation in buildings 

BS 5427:2016. Code of practice for the use of profiled sheet for roof and wall cladding on buildings.

BS 5534:2014+A1:2015. Slating and tiling for pitched roofs and vertical cladding. Code of practice.

BS 6229:2003. Flat roofs with continuously supported coverings. Code of practice (2003).

BS 8000-6:2013. Workmanship on building sites. Code of practice for slating and tiling of roofs and claddings

PD CEN/TR 12872:2014. Wood-based panels. Guidance on the use of load-bearing boards in floors, walls and roofs.

BS 8103-3:2009. Structural design of low-rise buildings. Code of practice for timber floors and roofs for housing

BS 8218:1998. Code of practice for mastic asphalt roofing

BS 8454:2006 Code of practice for delivery of training & education for work at height and rescue