Learning Blocks #8, #9, #12, #13

Business Operations & Compliance

Master the business side of roofing contracting - from writing winning proposals to executing projects, managing insurance requirements, and ensuring OSHA compliance.

Why Business Operations Matter

You can be the best estimator in the world, but if you can't write a compelling proposal, manage submittals, handle insurance requirements, or maintain OSHA compliance - you won't win projects or keep them profitable.

Professional Operations Include:

  • • Writing persuasive, professional proposals
  • • Managing submittals and shop drawings
  • • Maintaining proper insurance coverage
  • • OSHA safety compliance and training
  • • Contract review and negotiation
  • • Project closeout documentation

The Competitive Advantage:

  • • Win more bids with professional presentation
  • • Avoid costly insurance gaps and claims
  • • Prevent OSHA fines and shutdowns
  • • Smooth project execution = repeat clients
  • • Protect your business legally
  • • Build long-term client relationships

What You'll Master

📝

Proposal Writing

Create compelling proposals that win projects

  • Professional proposal structure and formatting
  • Writing persuasive cover letters
  • Scope of work clarity and detail
  • Pricing presentation strategies
  • Terms and conditions that protect you
  • Project timeline and milestone planning
  • Reference projects and past performance
  • Digital signature and submission
📋

Submittals & Closeout

Navigate project execution requirements

  • Reading submittal requirements in specs
  • Product data sheet compilation
  • Shop drawing preparation
  • Sample submission procedures
  • RFI (Request for Information) process
  • As-built documentation
  • Warranty documentation packages
  • O&M (Operations & Maintenance) manuals
🛡️

Insurance & Bonding

Understand and maintain proper coverage

  • General Liability insurance requirements
  • Workers Compensation coverage
  • Umbrella/Excess liability policies
  • Completed Operations coverage
  • Auto insurance for commercial vehicles
  • Additional Insured endorsements
  • Certificate of Insurance (COI) management
  • Performance and payment bonds
⚠️

OSHA Compliance

Keep your team safe and avoid violations

  • OSHA 10 and OSHA 30 hour training
  • Fall protection requirements (1926.501)
  • Personal fall arrest systems
  • Guardrail and safety monitor systems
  • Ladder safety and scaffolding
  • Rooftop warning line systems
  • Hazard communication and SDS
  • Jobsite safety inspections
📄

Contract Management

Protect your interests with proper contracts

  • Understanding AIA contract documents
  • ConsensusDocs alternatives
  • Subcontract agreements
  • Payment terms and schedules
  • Change order procedures
  • Lien waiver management
  • Warranty vs. guarantee provisions
  • Dispute resolution clauses

Business Requirements

Essential licenses, registrations, and compliance

  • Contractor licensing by state
  • Business entity formation (LLC, Corp)
  • Federal tax ID (EIN) and state tax registration
  • Prevailing wage and certified payroll
  • DBE/MBE/WBE certifications
  • Prequalification requirements
  • SAM.gov registration for federal work
  • Local business licenses and permits

Free Business Resources

Download these free guides to get started

📄

Proposal Template Sample

Template Download

Free professional proposal template for roofing projects - includes cover letter, scope, pricing, and terms.

Download Free Resource →
📋

Insurance Requirements Checklist

Checklist

Complete checklist of insurance types, coverage amounts, and requirements for commercial roofing contractors.

Download Free Resource →
⚠️

OSHA Fall Protection Quick Guide

PDF Guide

Easy-to-understand guide covering the basics of OSHA fall protection requirements for roofing.

Download Free Resource →
📖

Submittal Requirements Guide

Guide

Learn how to read submittal requirements in specifications and prepare complete submittal packages.

Download Free Resource →

Professional Business Tools

Proposal Templates

$79

Professional proposal templates for 8 roofing systems, plus cover letters and terms.

Learn More

Insurance & Compliance Guide

$49

Complete guide to contractor insurance, COIs, bonds, and compliance requirements.

Learn More

OSHA Safety Guide

$39

Comprehensive OSHA compliance guide for roofing contractors with checklists and forms.

Learn More

Build a Professional Roofing Business

Get access to all our business operations templates, guides, and training with MC2 Pro membership.