**SUBCONTRACTOR**
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ROOFING SCOPE OF WORK

Objective of this Scope of Work

► To ensure that the underlayment and roofing materials are installed in a manner consistent with all applicable building codes, manufacturer's instructions and warranty requirements, and acceptable construction practices.

Terms used in this document

►SITE SUPERINTENDENT: shall refer to any Company representative with authority to enforce this Scope of Work.
►SUBCONTRACTOR: shall refer to the Subcontractor's organization, its employees, or any representative of the Subcontractor assigned the authority to perform per this Scope of Work.

Acceptable Performance
► Roofing is divided into two phases: Underlayment and Roofing. Both phases are included in this Scope of Work. Payment will be made per each of the phases.
Roofing: General

► The Roofing Subcontractor is the subcontractor most subject to serious injury on the jobsite. The Subcontractor is required to have OSHA-approved ladders and use one of the approved safety devices that anchor roofers to the roof area. If the Subcontractor uses pump-jack scaffolding, the scaffolding must have handrails installed. Toe boards are against code and shall not be used.
► The Subcontractor is required to use OSHA-approved safety measures for securing workers to the roof.
► All work is to be done by trained, experienced individuals.
► Roofing should be installed according to manufacturer’s recommendations and should not leak under normal conditions.
► Roofing shall be applied only when the supporting roof decking is clean and dry.
► If any roof sheathing is warped, the Site Superintendent should be notified immediately. Applying roofing over a bad decking job will result in a poor-quality job. Roof sheathing shall not bow more than 1/4 inch in 2 feet.
► Roofing should be secured using the correct number and size fasteners properly positioned on the roofing material. Fasteners shall be compatible with the flashing used. The fasteners approved by the manufacturer must be used.
► If the Subcontractor has contracted for a turnkey job, the Subcontractor shall furnish all materials of the type, brand, and color specified by Company.
► All checks shall be made jointly to the roofing supplier and the Subcontractor unless the Subcontractor brings all materials onto the jobsite. If a supplier delivers roofing materials to the jobsite, Company reserved the right to issue joint checks to the roofer and the roofing supplier.
► The Subcontractor will be paid by the squares installed, not by the number of bundles delivered to the jobsite.

Roofing: Underlayment

► Underlayment shall be installed over the entire roof as soon as the roof sheathing is complete.
► The underlayment shall lap at least 2 inches horizontally and 4 inches at any side lap, and should lap 6 inches at hips and ridges.
► One layer of underlayment is to be applied parallel to the eves lapping each course of the felt over the lower course at least 2 inches horizontally, 4 inches where ends join, and 6 inches at hips and ridges.
► Underlayment is to be applied only to dry decking. It is not to be applied to damp, wet, or warped decking.
► Chimneys should be counter-flashed to permit movement. A saddle should be installed where the chimney projects through the roof below the ridge.
► Valleys are to be constructed by centering 14-inch-wide aluminum valley metal flashing over the underlayment, securing with approved shingle fasteners, and covering with asphalt shingles.
► Wall flashing shall be installed in the same manner as valley flashing.
► All chimneys shall be flashed.
► The Subcontractor shall establish a drip edge to extend no less than 1/4 inch and not more than 3/4 inch over the fascia.

Roofing
Roofing Fasteners

► All roofing shall be blind fastened with all fasteners fully covered, if possible. Any nail holes shall be completely sealed. If nails or screws are used they must be corrosion-resistant nails, a minimum 12-gauge with a 3/8-inch head. If staples are used they must be corrosion-resistant staples, a minimum 16-gauge with a 15/16-inch crown width. All staples must be applied with pneumatic staplers.
► All roofing shall be applied true and straight. A chalk line shall be used for coursing.
► Cut lines running up the roof on asphalt shingles should not vary more than 1/2 inch to either side of a line stretched from the eve to the ridge running parallel to the gable. Shingle edges running parallel to the ridge should vary no more than 1/2 inch from a line parallel to the eve or ridge and stretched from one gable to the adjacent gable unless designed otherwise.
► Shingle reveal at the ridge after capping shall be within 1 inch plus or minus of the intended shingle reveal stipulated by the manufacturer. Edge cuts shall be square and clean. The ridge cap shall begin at the roof end opposite the direction that prevailing winds travel. All nail holes shall be caulked with silicone caulk.
► Fasteners shall be long enough to penetrate into the decking a minimum of 1/2 inch. A penetration of 3/4 inch is preferred. Fasteners must be driven straight into decking.
► All roof vents (continuous ridge vents or turtle-back vents) shall be installed per plan.
► If shingles are applied, a cover shingle is to be used to cover all horizontal and headwall flashing.
► All excess material shall be stacked in one location at the front of the lot. Excess material is to be counted, and amounts and types are to be listed on the Work Order.
► All scrap material, shingle wrappers, and other trash shall be cleaned up and placed in the dumpster or the designated area for trash.
► Any items found during the final inspection that need correction shall be corrected before payment will be made.

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🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

  • A 180+-day engagement covering financials, estimating, subcontractors, clients, and workforce.
  • Coaching sessions every two weeks to review your real numbers and coach policy implementation.
  • A monthly “Business Health Scorecard” that shows where you are strong and where to strengthen.
  • Focus on building a business system that allows you to:
    • move out of day-to-day management;
    • develop a valuable legacy enterprise; and
    • create a business with significant market value.

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

  • This is the capstone — combining all five prior steps into one system that builds a business worth owning.

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

  • Create a Company organization chart.
  • Create Job Descriptions.
  • Implement employee policy handbook
  • Identify inefficiencies in labor margins.
  • Discover hidden labor costs.

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

  • Labor is usually the last controllable variable — now you are tackling optimization and efficiency.

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

  • Implement a structured client management system.
  • Introduce the Client Contact Log.
  • Provide templates for change order and scope adjustments.
  • Train on reducing disputes and managing client expectations.

💲 Investment: $750-$1,250

🪜 Progression logic:

  • With the business financially stable and risk-protected, control of clients and their expectations ensures smoother operations and fewer profit leaks.

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

  • Site Risks – site injuries with no primary insurance coverage.
  • Reputational Risks – You don’t deliver what you promised because your subcontractors were not on the same page.
  • Capacity Risks – You can’t deliver what you promised because you don’t have the organizational structure to support your sales.

🔍 Management Risks:

  • Company Structural Risks – You don’t have the right people in the right positions.
  • Promotional Risks – Your market doesn’t know or care about your products.
  • Competitive Risks – You haven’t differentiated your company, so lowest price is the only way you can compete. 
  • Market Demand Risks – a bad market cycle will cripple or destroy your business.

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

  • Implement Terms and Conditions, Scopes of Work, and Inspection Reports for all Subcontractors.
  • Review how you track subcontractor insurance and compliance.
  • Analyze your organizational structure to optimize production capacity.
  • Review your business model.
  • Create “Expected Case”, “Best Case”, and Worst Case” budgeting scenarios.

💲 Investment: $1,000-$1,500

🪜 Progression logic:

  • After financial clarity and profitable estimating, risk management provides the next layer of company stability.

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

  • Audit your current estimating process.
  • Benchmark your margins against industry and market standards.
  • Optimize estimating margins for maximum profitability.
  • Track true budget-to-actual expenditures.

💲 Investment: $750-$1,250

🪜 Progression logic:

  • Once finances are stable, you can sharpen your pricing to stop leaving money on the table.
  • You’ll know the margin to use to make sure overhead is allocated profitably. 

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

  • Access to your accounting platform is required.
  • Rebuild your Chart of Accounts for project-level profitability.
  • Create and align Cost Codes so estimating, job costing, and reporting all “speak the same language.”
  • One-on-one coaching call every two weeks during the program to interpret your numbers.

💲 Investment: $1,500-$3,000

🪜 Why start here?

  • Without financial clarity, nothing else matters.
  • The reason you are in business is to make a profit. 
  • Do you KNOW if you are doing that?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

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