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Roofing Proposal Template

Roofing proposals are how roofing companies or contractors reach out to clients, especially when bidding on a new project. They present the roofing company or contractor’s experience and portfolio, a project summary, estimated fees, as well as the anticipated timeline in an attempt to bid on the project contract.

Types Of Roofing Proposal (4)

  1. Basic Roofing – A proposal sent to roofing clients with standard repair, replacement, or construction roofing projects.
  2. Commercial Roofing – A roofing proposal centering on projects with commercial structures. This type of proposal must show the client a strong section for insurance, liability, compliance, and sustainability.
  3. Detailed Roofing -A roofing proposal that is sent after a detailed analysis of the site has been made since it must provide a comprehensive description of all relevant roofing services the company can provide the client.
  4. Emergency Roofing – The roofing proposal used for clients needing immediate roofing repair will feature sections describing immediate repair costs, insurance plans, and other administrative requirements.

What Should Be Included (13 Items)
  1. Roofing Proposal Title Page
  2. Introduction To Roofing Business
  3. Project Overview
  4. Scope Of Roofing Project
  5. Materials Required
  6. Project Schedule
  7. Roofing Estimate
  8. Payment Terms And Conditions
  9. Roofing Contract Conditions
  10. Quality Assurance
  11. Roofer’s Portfolio
  12. Appendices
  13. Signature Acknowledgement

 

1. Roofing Proposal Title Page

Display the roofing project’s title with the roofing company’s full name. Accompany this information with the date of the proposal and the client’s name and address.
  • Roofer Or Company’s Business Name
  • Contact Information And Website
  • Proposal Date
  • Project Name Or Title
  • Client Information

2. Introduction To Roofing Business

Assemble a basic introduction to the roofing business behind this proposal. Apply the company or contractor’s history and experience to the project by briefly analyzing the client’s roofing needs in this section.
  • Roofing Company History And Credentials
  • Specialties And Services
  • Project Summary
  • Proposal Preview
  • Selling Points For Contacting Roofing Company

3. Roofing Project OVerview

Summarize the site conditions of the roofing project bringing attention to any difficulties that exist. Deliver a basic plan for completing this project while also presenting solutions to any existing site obstacles.
  • Site Location And Description
  • Project Goal And Scope
  • Special Considerations
  • Client’s Needs And Expectations
  • Qualitity Assurance

4. Scope Of Project Work

Produce a comprehensive report on every step or task the roofing team or roofer will complete for the project. Make sure to mention when equipment and supplies will be needed.
  • Roof Site Assessment And Preperation
  • Materials (Brands, Ordering, etc.)
  • Installation, Repair, Or Renovation Tasks
  • Ventilation, Insulation, Flashing, And Waterproofing Tasks
  • Debris Removal, Inspection, And Compliance

5. Materials Required

Call out the quantity and unit price of every roofing product, material, supply, or equipment necessary for this project. Additionally, provide the client with a discussion on quality and design.
  • Products, Supplies, Equipment/Tools (Types, Brands, Manufacturers)
  • Underlayment, Flashing, And Trim Materials
  • Style Options
  • Product Warranty Information
  • Sustainability And Long-Term Care

6. Project Schedule

Inform the potential client of the roofing schedule for this project to aid them in their preparation and scheduling. Include the project’s date range as well as the dates of stages.
  • Start And Site Prep Dates
  • Materials Delivery Dates
  • Roof Installation Dates And Other Stages
  • Inspection Dates
  • Project Finish And Cleanup Dates

7. Roofing Cost Estimate

Document the estimated number of hours and the pay rate of the roofing team or contractor and present it as a total, then estimate the number of roofing materials required and produce this with their unit price. In addition, report all administrative and legal project costs that the client will be responsible for.
  • Cost Breakdown (Labor, Materials, Permits, And Equipment)
  • Disposal And Additional Service Fees
  • Taxes
  • Total Cost Of Project
  • Estimated Cost Validity And All Other Notes

8. Payment Requirement And Terms

Explain to the client how the payment(s) must be submitted in addition to divulging any options or requirements. For example, deposits and the payment schedule should be defined if they are applicable.
  • Payment Terms (Scheduling, Due Dates, Amounts)
  • Change Oders And Contingencies
  • Insurance, Permits/Certificates, And Approvals
  • Termination Clause And All Other Agreements
  • Indemnification And Dispute Resolution Procedures

9. Contract Conditions

Produce all the paperwork that defines the client’s obligations when working with the contractor or company while also divulging all the roofing business’s responsibilities to the client. In other words, present all contracts, regulations, and subcontractor agreements with any required paperwork or documentation.
  • Contracts/Subcontracts
  • Regulations And Codes
  • All Applicable Agreements
  • All Legal Disclosures And Notices
  • Remaining Client And Company Obligations

10. Quality Assurance

Explicitly assure the client that the roofing project will be in the right hands when accepting this proposal. Provide the regulations and company policies regarding safety, the environment, the structure or site, as well as the health/safety measures that apply to the actual work, materials, and labor.
  • Company Safety Policy, Statements, And Requirements
  • Training And Certification
  • Fall Protection, Ladder, And Equipment Safety
  • Client Safety And Repsonsibility
  • Local, State, And Federal Statutes

11. Roofer’s Portfolio

Combine a record of the roofing business’s successful projects with photographs because this often gives clients a good idea of the roofing business’s skills. Additionally, display any certificates or special licenses required or considered prestigious for the roofing business.
  • Past Project Descriptions
  • Past Project Photos And Highlights
  • Before And After Comparisons
  • Client Testimonials
  • Formal References, Certification, Licenses

12. Appendices

Attach all the remaining paperwork required by this proposal (i.e., maps, brochures), especially documents that require direct client participation and acknowledgment. In fact, use this section to make sure the client has every document needed to comprehend and agree to this proposal.
  • Material Samples
  • Blueprints, Project Plans/Diagrams
  • Supporting Information For Proposal
  • Safety And Other Certification
  • Statutes, Laws, And Other Applicable Regulations

13. Signature Acknowledgment

The roofer or roofing company must sign off on this proposal to commit to its terms. Similarly, the client must show their acceptance by signing; thus, two signature areas must be present.
  • Signature Line
  • Signature Date
  • Name In Print
  • Signature Party Title
  • Signature Company Or Business