Roofing Bid Proposal Template
Download a roofing bid proposal template to present scope, roofing systems, quantities, alternates, exclusions, schedule, warranties, and pricing.
Present Roofing Scope, Pricing, and Bid Qualifications Clearly
A roofing bid proposal gives contractors a structured way to present the roofing system, project scope, pricing, alternates, assumptions, exclusions, schedule, payment terms, and warranty information included in a bid. It helps customers and general contractors compare proposals while giving the roofing contractor a clear record of what the price covers.
This Roofing Bid Proposal Template is designed for residential and commercial roofing contractors, roofing subcontractors, estimators, project managers, restoration contractors, service departments, waterproofing contractors, and sheet-metal contractors preparing competitive bids.
What Is a Roofing Bid Proposal?
A roofing bid proposal is a customer-facing document that combines a defined roofing scope with proposed pricing and commercial terms. It commonly identifies existing conditions, removal requirements, deck preparation, insulation, underlayment, roofing materials, flashings, drainage, accessories, labor, equipment, disposal, permits, alternates, and warranty coverage.
The proposal should explain what is included without relying on broad descriptions such as “complete roof replacement.” It should also state the assumptions used to develop the bid and identify work that is excluded, contingent, allowance-based, or subject to unit pricing.
When to Use This Template
- Submitting a residential roof-replacement proposal
- Bidding commercial low-slope roofing work
- Proposing new-construction roofing systems
- Pricing reroofing, recovery, coating, or restoration work
- Submitting roofing subcontractor bids to general contractors
- Presenting base bids and voluntary alternates
- Pricing roof repairs, maintenance, or service agreements
- Submitting insurance-restoration proposals
- Proposing sheet-metal, gutter, drainage, or flashing work
- Revising a bid after addenda, clarifications, or scope changes
Who Should Use This Template?
This template is suitable for roofing subcontractors, residential roofing companies, commercial roofing contractors, restoration contractors, waterproofing contractors, sheet-metal contractors, estimators, project managers, business owners, sales representatives, and office administrators.
It can be adapted for asphalt shingles, standing-seam metal, exposed-fastener metal, TPO, PVC, EPDM, modified bitumen, built-up roofing, tile, slate, cedar shake, roof coatings, waterproofing membranes, gutters, downspouts, and related accessories.
What a Roofing Bid Proposal Should Include
| Proposal Section | Purpose |
|---|---|
| Contractor and Customer Information | Identifies the roofing company, customer, general contractor, project, billing contact, and proposal recipient. |
| Bid Identification | Records the proposal number, revision, issue date, bid due date, expiration date, and related invitation or bid package. |
| Roofing System | Defines the proposed roof assembly, manufacturer, membrane or roofing material, insulation, underlayment, fasteners, flashings, and accessories. |
| Scope of Work | Describes removal, substrate preparation, installation, sheet metal, drainage, penetrations, cleanup, testing, and closeout. |
| Quantities and Pricing | Shows roof area, roofing squares, linear footage, unit prices, lump-sum amounts, allowances, and alternates. |
| Schedule and Logistics | Records anticipated duration, mobilization, access, staging, crane use, deliveries, weather limitations, and coordination needs. |
| Assumptions and Exclusions | Clarifies existing conditions, deck repair, hazardous materials, interior protection, concealed damage, permits, and work by others. |
| Commercial Terms | Defines payment terms, deposits, retainage, taxes, bonding, insurance, escalation, and change-order requirements. |
| Warranty and Closeout | Identifies workmanship and manufacturer warranties, inspections, certifications, maintenance requirements, and closeout documents. |
| Acceptance | Provides space for proposal approval, authorized signatures, dates, and accepted alternates. |
How to Use the Template
- Enter the roofing contractor, customer, project, bid-package, and proposal information.
- Confirm the roof areas, dimensions, slopes, existing systems, access conditions, and bid documents used for pricing.
- Describe the proposed roof assembly from the deck or substrate through the finished membrane, shingles, metal panels, or coating.
- Break the scope into removal, preparation, installation, sheet metal, drainage, penetrations, equipment, cleanup, and closeout.
- List quantities, units, rates, lump-sum amounts, allowances, and alternates.
- State assumptions about deck conditions, moisture, hazardous materials, occupied spaces, temporary protection, and work by others.
- Identify exclusions and unit prices for conditions that cannot be confirmed before removal.
- Record schedule, access, staging, crane, delivery, shutdown, and weather requirements.
- Review payment terms, taxes, retainage, bonding, insurance, escalation, and warranty obligations.
- Verify the complete proposal against the estimate before issuing it to the customer or general contractor.
A commercial roofing subcontractor prepares a bid for 46,000 square feet of TPO reroofing. The base proposal includes removal of the existing membrane and wet insulation, new tapered insulation, cover board, 60-mil TPO, perimeter sheet metal, roof-drain flashing, crane service, disposal, manufacturer inspection, and a specified warranty. Separate alternates cover additional wet insulation, deck replacement, and after-hours interior protection. The proposal also lists unit prices for concealed deck repairs discovered during tear-off.
Best Practices for Roofing Bid Proposals
- Match the proposal scope to the drawings, specifications, addenda, and bid instructions.
- Name the proposed roofing system and major assembly components.
- Separate the base bid, allowances, alternates, and unit prices.
- State roof quantities and measurement assumptions.
- Identify concealed conditions that may require additional work.
- Clarify who provides access, staging, power, water, hoisting, and interior protection.
- Document exclusions for hazardous materials, structural repairs, and work by others.
- Confirm warranty requirements before including them in the price.
- Preserve every proposal revision and note what changed.
- Compare the customer-facing proposal total with the internal estimate before submission.
Common Roofing Bid Proposal Mistakes
- Describing the scope only as a complete roof replacement
- Failing to identify the proposed roofing system or thickness
- Omitting tear-off, disposal, crane, or access costs
- Leaving deck repair and concealed conditions undefined
- Failing to distinguish base-bid work from alternates
- Including a manufacturer warranty without confirming eligibility and cost
- Ignoring specification requirements for insulation, fastening, testing, or sheet metal
- Leaving weather protection and interior protection responsibilities unclear
- Submitting revised pricing without identifying the revision
- Issuing a proposal that does not match the internal estimate
Frequently Asked Questions
What is the difference between a roofing estimate and a roofing bid proposal?
An estimate develops the expected cost and selling price of the work. A bid proposal presents the offered scope, pricing, alternates, assumptions, exclusions, schedule, and commercial terms to the customer or general contractor.
Should a roofing proposal include material quantities?
Include enough quantity information to define the pricing basis. Common units include roofing squares, square feet, linear feet, sheets, rolls, each, and lump sum.
How should unknown deck damage be handled?
State what deck repair, if any, is included and provide unit prices or allowances for additional replacement. Document how quantities will be measured and approved.
Should manufacturer warranties be listed?
Yes, when a specific warranty is included. Identify the proposed term, coverage type, inspection requirements, exclusions, and whether warranty fees are included.
What roofing alternates are commonly included?
Common alternates include upgraded membrane thickness, additional insulation, enhanced wind-uplift attachment, cover board, roof coatings, gutter replacement, tapered insulation, enhanced warranties, and alternate roofing systems.
How should price escalation be addressed?
State the proposal expiration date and any assumptions regarding material availability, manufacturer pricing, freight, fuel, or delayed project starts. Final terms should follow the executed agreement.
Should taxes and permits be included?
State clearly whether sales tax, use tax, permits, inspections, licenses, and fees are included, excluded, or carried as allowances.
When should a roofing bid proposal be revised?
Revise it when drawings, specifications, quantities, alternates, schedule assumptions, material selections, commercial terms, or customer requirements change. Preserve prior versions and identify the revision date and reason.
Turn Roofing Estimates Into Clear Customer Proposals
A structured roofing bid proposal helps contractors present a defined roof assembly, measurable scope, clear pricing, practical qualifications, and documented commercial terms.
As proposal volume grows, SimplySub can help roofing contractors organize estimates, customers, jobs, documents, change orders, purchase orders, invoices, and job-cost information in one system.