Skip to content
Sign In
Supplements9 min read

Code Upgrade Supplements: How to Add Code-Required Items to a Roofing Estimate

A code upgrade supplement pays for work the current code requires and the carrier's scope left off. Here is how to add code-required items to a roofing estimate and get them through review.

Review required: AI-generated output requires professional review, verify every line item, price, and total before submission.

Chaz Jaco

Co-Founder & Software Architect, ESXPress

A code upgrade supplement asks the carrier to pay for work the current building code requires and the carrier's first scope left off. It holds up because a repair has to meet the code in force today, not the code that was in force when the roof was built. Three items come up on roofing files more than any others: ice and water barrier at the eaves (IRC R905.2.7.1 in the 2018 editions, IRC R905.1.2 in the 2021 editions), drip edge at the eaves and the rakes (IRC R905.2.8.5), and a re-nail of the existing decking on a full tear-off. To get any of them approved, name the item, cite the section that requires it, cite the adopted edition that puts that section in force, and keep the code items in their own block. A reviewer can say yes to a citation. Nothing else on the page gives them a reason to.

Why do first-pass scopes miss code items?

Two habits put a first-pass scope behind the code. The first is assembly speed: the scope is written from a template for the property, and a template carries the standard line roster, never the local adopted code edition. The second is like-for-like logic: the carrier pays to restore the roof to the condition it was in, and the roof was built under an older code. When a jurisdiction adopts a newer edition, every re-roof in that jurisdiction inherits requirements the old roof never had. The condition is not the argument. The code is.

That is why a code upgrade is the cleanest supplement line there is. It does not ask the reviewer to agree with a judgment call. It asks them to agree with a citation, and there is nothing on the form for them to weigh against it.

The three items that carry most roofing files

Ice and water barrier, and the climate trigger

Where the average January daily mean temperature is 25 degrees or below, an ice barrier is required from the roof edge to at least 24 inches inside the exterior wall line. That is IRC R905.2.7.1 in the 2018 editions many states still use, and IRC R905.1.2 in the 2021 editions. Two things go wrong on a re-roof: the barrier is left off a roof that requires it, or it is written for the eave alone when the shingle manufacturer's instructions extend it to valleys and penetrations. The manufacturer instruction is the stronger argument of the two, because the carrier is paying to install that product the way its instructions require.

Drip edge, at the eaves and the rakes

Drip edge is cheap per foot, which is exactly why it gets treated as a rounding error until you count the quantities. The code is specific: drip edge is required at the eaves and the rake edges of shingle roofs, and adjacent pieces have to overlap by at least 2 inches (IRC R905.2.8.5). The usual miss is a scope that pays the eaves and skips the rakes, or the reverse. Measure both and write both.

Re-nailing the decking on a tear-off

On a full tear-off, the deck gets exposed and re-fastened before the new underlayment goes down. That step comes from the shingle manufacturer's installation instructions, and it is worth checking your own state's code for additional fastening rules on a re-roof. Re-nailing is its own line with its own labor, and it is routinely absent from a template scope. Walk the deck at tear-off and log the fastening pattern; the photo of the deck mid-tear-off is what backs the line.

How do you write a code upgrade line?

Four parts, in order.

  1. The item: what is being added, in plain words. "Ice and water barrier at the eave" beats "miscellaneous code items."
  2. The requirement: the section that requires it, written the way a code book writes it. IRC R905.2.8.5, not "code requires this."
  3. The adopted edition: the edition your jurisdiction has actually adopted. A citation to an edition your state has not adopted hands the reviewer a reason to say no.
  4. The scope gap: one line on why the item is not already on the scope. The scope priced a re-roof under the old code; the re-roof is being built under the new one.

Keep the code items in their own block, separate from quantity corrections and condition work. A reviewer evaluates a citation differently than a judgment call, and mixing the two makes every line look negotiable. Say what the item is, cite the section, cite the edition, and stop. There is no column on the review form for emphasis, and there is a column for the code section.

How does a converted scope fit in?

The code block answers what the roof requires. The carrier's scope answers what was priced. The comparison between the two is the whole job, and it starts with getting the carrier's PDF out of read-only form. Converted into Xactimate structure, the scope sits next to your own estimate line for line, and the difference is a working list instead of a stack of paper. Every line keeps the price it had on the PDF, and any line that cannot be matched to a code keeps that price and is flagged for review instead of being guessed at.

The point of the comparison is the gap. While competitors convert what is already on the PDF, ESXPress identifies and restores what the carrier omitted. That is the difference between a file you retype and a supplement you can prove.

Ready to see what a carrier scope left off your next file? Start free. 5 conversions a month, no card required. The PDF to Xactimate page covers how the conversion works, and the supplement software and supplement guide pages cover what to do with the list once you have it.

Related reading: the taxonomy of what carriers omit, the hail claim code items, and the code upgrade supplement glossary entry. The roofing code index groups the SEL families a supplement needs.

Review required: AI-assisted content requires professional review. Verify every line item, price, and total against your actual scope before submission.

This post was drafted with AI assistance and reviewed for accuracy.

Xactimate is a registered trademark of Verisk Analytics, Inc. ESXPress is independent and not affiliated with or endorsed by Verisk/Xactware.

#code upgrades#roofing supplements#what carriers omit#ice and water shield#drip edge#xactimate

Frequently Asked Questions

What is a code upgrade supplement?
It is the block of a supplement that pays for work the current building code requires and the carrier's first scope left off. A repair has to meet the code in force today, so code-required items are added on top of a like-for-like scope. Cite the section and the adopted edition that puts it in force, and keep the block separate.
Which code items are missed most on roofing claims?
Ice and water barrier where the climate requires it, drip edge that pays the eaves but skips the rakes, the starter course, and the re-nail of the existing decking on a tear-off. Each has a written requirement behind it, either a code section, a manufacturer instruction, or both, and that is what makes the line provable.
Is ice and water barrier required on a re-roof?
In cold markets, usually. Where the average January daily mean temperature is 25 degrees or below, an ice barrier is required from the roof edge to at least 24 inches inside the exterior wall line (IRC R905.2.7.1 in the 2018 editions, IRC R905.1.2 in the 2021 editions). Manufacturer instructions often extend it to valleys and penetrations.
Does drip edge have to go on the rakes?
Yes, both edges. IRC R905.2.8.5 puts drip edge at the eaves and the rake edges of shingle roofs and requires adjacent pieces to overlap at least 2 inches. A scope that pays the eaves and skips the rakes leaves a full rake length of metal and labor unpaid, so measure both.
How do I know which code edition to cite?
Check the edition the jurisdiction where the roof sits has actually adopted, not the newest edition in print. Most codes are adopted at the state level with local amendments, and a citation to an edition your state has not adopted gives the reviewer a reason to say no. The citation has to match the roof's location.
Can ESXPress show what the carrier's scope left off?
That is the workflow. The carrier's PDF converts into a Xactimate ESX you can open next to your own estimate, line for line. The difference between the two scopes is the supplement list, with the omitted items already in Xactimate structure so the code block does not have to be re-keyed.

Ready to convert PDFs to ESX in minutes, not hours?

Start free, no card required, 5 free conversions included. Upgrade to a paid plan for a 14-day trial (card required, no charge until it ends). First conversion in about two minutes.