AL Roofing Contractor study materials
AL Roofing Contractor study resources

AL Roofing Contractor cheat sheet

AL Roofing Contractor · Keep the key ideas within reach.

Quick reference

Roofing Materials and Systems

  • Asphalt shingle weights: 3-tab ~240 lb/square; laminated (architectural) ~300-480 lb/square depending on product.

  • Mineral-surfaced cap sheet and base sheet for modified bitumen are specified by ASTM D6162/D6163 (SBS) and D6164 (APP).

  • Clay and concrete tile are classified by ASTM C1167 (clay) and C1492 (concrete) with freeze-thaw grades; Grade 1 is the highest weathering grade.

  • Metal roofing panels: standing seam uses concealed clips; panel width, seam height, and gauge (commonly 24-26 ga steel) determine wind uplift rating.

  • Under ASTM D7158, asphalt shingle wind ratings are Class D (90 mph), G (120 mph), or H (150 mph).

  • Slope rules: low-slope is 2:12 to 4:12; steep-slope is >4:12; most shingles require minimum 4:12 with double underlayment below 4:12 per manufacturer.

  • SPF (spray polyurethane foam) roofing density typically 2.5-3.0 lb/ft3 for roof applications; requires protective coating for UV exposure.

  • EPDM and TPO membranes are single-ply; TPO heat-welded seams, EPDM adhesive or tape seams; membrane thickness commonly 45-90 mil.

Quick reference

Roofing Installation and Application Practices

  • Shingle exposure is set by manufacturer; common 3-tab exposure is 5 in. with 12-in. shingles giving 60 shingles per square.

  • Fastener pattern: 4 nails per shingle standard; 6 nails in high-wind zones; nails placed in nail line 1 in. above exposure line.

  • Valley treatment: open metal valley or woven/cut valley per manufacturer; closed-cut valley is the most common for asphalt shingles.

  • Ice dam protection membrane required in areas subject to ice damming; typically extends from eave up 24 in. inside the exterior wall line.

  • Starter course required at eaves and rake edges; hip and ridge caps installed over the ridge with 5-6 in. exposure.

  • Nail penetration into new deck must be at least 3/4 in.; overdriven nails are a defect and must be corrected.

  • Metal roof panel clip spacing and fastener spacing are set by the manufacturer's engineering report; uplift ratings per UL 580 or ASTM E1592.

  • Tile roofing requires a minimum 2:12 slope with underlayment; low-slope tile systems use a built-up or single-ply underlayment.

Quick reference

Roof Deck, Underlayment, Flashing, and Waterproofing

  • Wood roof deck: minimum 15/32-in. or 1/2-in. plywood/OSB for shingles; 5/8-in. recommended where span exceeds 24 in. o.c.

  • Decking must be gapped 1/8 in. for expansion unless tongue-and-groove; gaps allow drainage and prevent buckling.

  • Underlayment: No. 15 felt (ASTM D226 Type I) or No. 30 felt (Type II); synthetic underlayment per ASTM D8257.

  • Ice barrier membrane per ASTM D1970 self-adhering; applied to eaves and valleys in cold climates.

  • Step flashing required at sidewalls; each shingle course laps the step flashing; base flashing at roof-to-wall intersection.

  • Counterflashing is embedded in masonry or attached to wall; must overlap base flashing a minimum of 4 in.

  • Drip edge per ASTM D4637 or manufacturer; required at eaves and rakes to direct water away from fascia.

  • Pipe boots and vent flashing must be compatible with the roof material; lead boots for tile and metal, neoprene for shingle.

Quick reference

Structural and Framing Fundamentals

  • Roof dead load for asphalt shingles ~2-3 psf; tile 9-12 psf; metal 1-3 psf; SPF 2-3 psf at 1-in. thickness.

  • Live load for roofs: 20 psf minimum for ordinary roofs; 12 psf for certain low-slope per ASCE 7.

  • Rafter span tables (e.g., IRC Table R802.5.1) give allowable spans based on species, grade, size, and spacing.

  • Ridge board must be sized to support rafter loads; hip and valley rafters sized per IRC Table R802.5.1(7)-(9).

  • Collar ties in upper third of rafter span; rafter ties in lower third; ceiling joists resist outward thrust.

  • Roof slope expressed as rise:run; pitch angle = arctangent(rise/run); slope factor = sqrt(rise^2+run^2)/run.

  • Wind uplift per ASCE 7 Chapter 30 for components and cladding; edge and corner zones have higher uplift.

  • Truss design and repair must be by a registered design professional; field modifications require sealed truss repair drawings.

Quick reference

Estimating, Plans, and Specifications

  • Roof area = plan area x slope factor; slope factor for 4:12 = 1.054, 6:12 = 1.118, 8:12 = 1.202, 12:12 = 1.414.

  • One roofing square = 100 sq ft; bundle count = squares x bundles per square (3 bundles per square for most 3-tab).

  • Waste factor: 10% for simple gable, 15% for hips/valleys, up to 20% for complex roofs.

  • Linear feet of eave, rake, ridge, hip, and valley are measured separately for trim and flashing takeoff.

  • Specifications hierarchy: plans govern dimensions; specs govern materials and workmanship; RFI resolves conflicts.

  • Unit price estimate total = sum of (quantity x unit cost) + overhead + profit + contingency.

  • Plan symbols: dashed lines indicate concealed or overhead items; section markers reference detail drawings.

  • Addenda modify bid documents before bid opening; change orders modify after contract execution.

Quick reference

Business Organization, Licensing, and Contracting

  • Common business forms: sole proprietorship, partnership, LLC, corporation; LLC and corporation limit personal liability.

  • Contractor license typically requires qualifying party exam, proof of insurance, and continuing education.

  • General liability insurance minimums commonly $1,000,000 per occurrence / $2,000,000 aggregate for roofing contractors.

  • Workers' compensation required when employees exist; sole proprietors and partners often exempt but may elect coverage.

  • Bid bonds, performance bonds, and payment bonds are three distinct surety instruments; public works often require all three.

  • A qualifying party is the licensed individual who passes the trade exam and is responsible for the licensee's work.

  • License reciprocity between states varies; most require the qualifying party to hold a license in that state.

  • Contractor registration and license numbers must appear on contracts, bids, and advertising in most jurisdictions.

Quick reference

Contracts, Liability, and Consumer Protection

  • A contract requires offer, acceptance, consideration, capacity, and legality; mutual assent is essential.

  • Mechanic's lien rights typically require preliminary notice and a lien filing within a statutory period after last furnishing labor or materials.

  • Three-day right of rescission applies to certain door-to-door or home solicitation contracts under federal and state law.

  • Implied warranty of workmanlike performance attaches to construction contracts; express warranties are written terms.

  • Indemnification clauses shift risk; some states void indemnification for a party's own negligence (anti-indemnity statutes).

  • Statute of limitations for written contracts is commonly 4-6 years; for construction defects, statutes of repose commonly 6-10 years.

  • Change orders must be in writing and signed by both parties to be enforceable and to modify contract price or time.

  • Notice and opportunity to cure provisions are required in many consumer protection statutes before litigation.

Quick reference

Safety and Occupational Hazards

  • OSHA fall protection for roofing: guardrail, safety net, or personal fall arrest system at 6 ft or more above lower level (29 CFR 1926.501).

  • Ladder rule: 4:1 slope; extend 3 ft above landing; secure top and bottom; 3-point contact when climbing.

  • Personal fall arrest system: full-body harness, lanyard, anchor; anchor rated 5,000 lb per worker or engineered 2:1 safety factor.

  • Scaffold requirements: 10 ft or more requires design by competent person; guardrails at 42 in. top rail, 21 in. midrail.

  • Head protection required where overhead hazards exist; ANSI Z89.1 hard hats; eye protection for cutting and nailing.

  • Hazard communication (HazCom) per 29 CFR 1926.59; SDS sheets required for chemicals including adhesives and sealants.

  • Heat illness prevention: water, rest, shade; acclimatization for new workers; watch for heat stroke symptoms.

  • Silica dust exposure from cutting tile or concrete requires wet cutting or respirator per 29 CFR 1926.1153.

Quick reference

Codes, Standards, and Regulatory Compliance

  • IRC Chapter 9 covers roof assemblies; IBC Chapter 15 covers roof assemblies and rooftop structures.

  • ASTM D3462 covers asphalt shingles; ASTM D7158 covers wind resistance; ASTM D3161 covers wind resistance of shingles.

  • UL 790 / ASTM E108 classify roof coverings by fire resistance: Class A, B, or C.

  • IRC R905 covers roof covering requirements including slope, underlayment, and flashing.

  • Permits required for re-roofing in most jurisdictions; inspections at deck, underlayment, and final stages.

  • Energy code (IECC) may require cool roof rated per CRRC for low-slope roofs in climate zones.

  • Fire-rated assemblies: roof-ceiling assemblies rated per UL or GA; penetrations must maintain fire rating.

  • Manufacturer installation instructions are part of the code requirement; installation not per manufacturer can void warranty and fail inspection.

Quick reference

Financial Management, Taxes, and Payroll

  • Gross profit = revenue - direct job costs; net profit = gross profit - overhead.

  • Overhead is indirect cost (office, insurance, vehicles); job cost includes labor, materials, equipment, and subcontractors.

  • Retainage commonly 5-10% withheld until substantial completion; track as receivable.

  • Payroll taxes: FICA (6.2% Social Security up to wage base, 1.45% Medicare), FUTA 0.6% on first $7,000, SUTA per state.

  • Form 941 filed quarterly for federal payroll; Form 940 annually for FUTA; W-2 to employees by January 31.

  • 1099-NEC issued to independent contractors paid $600 or more; misclassification risk if worker is treated as employee.

  • Cash flow: billing cycle, progress payments, and retainage affect working capital; retainage receivable is an asset.

  • Break-even revenue = fixed overhead / gross margin percentage.

Quick reference

Roofing Materials and Systems

  • Asphalt shingle weights: 3-tab ~240 lb/square; laminated (architectural) ~300-480 lb/square depending on product.

  • Mineral-surfaced cap sheet and base sheet for modified bitumen are specified by ASTM D6162/D6163 (SBS) and D6164 (APP).

  • Clay and concrete tile are classified by ASTM C1167 (clay) and C1492 (concrete) with freeze-thaw grades; Grade 1 is the highest weathering grade.

  • Metal roofing panels: standing seam uses concealed clips; panel width, seam height, and gauge (commonly 24-26 ga steel) determine wind uplift rating.

  • Under ASTM D7158, asphalt shingle wind ratings are Class D (90 mph), G (120 mph), or H (150 mph).

  • Slope rules: low-slope is 2:12 to 4:12; steep-slope is >4:12; most shingles require minimum 4:12 with double underlayment below 4:12 per manufacturer.

  • SPF (spray polyurethane foam) roofing density typically 2.5-3.0 lb/ft3 for roof applications; requires protective coating for UV exposure.

  • EPDM and TPO membranes are single-ply; TPO heat-welded seams, EPDM adhesive or tape seams; membrane thickness commonly 45-90 mil.

Quick reference

Roofing Installation and Application Practices

  • Shingle exposure is set by manufacturer; common 3-tab exposure is 5 in. with 12-in. shingles giving 60 shingles per square.

  • Fastener pattern: 4 nails per shingle standard; 6 nails in high-wind zones; nails placed in nail line 1 in. above exposure line.

  • Valley treatment: open metal valley or woven/cut valley per manufacturer; closed-cut valley is the most common for asphalt shingles.

  • Ice dam protection membrane required in areas subject to ice damming; typically extends from eave up 24 in. inside the exterior wall line.

  • Starter course required at eaves and rake edges; hip and ridge caps installed over the ridge with 5-6 in. exposure.

  • Nail penetration into new deck must be at least 3/4 in.; overdriven nails are a defect and must be corrected.

  • Metal roof panel clip spacing and fastener spacing are set by the manufacturer's engineering report; uplift ratings per UL 580 or ASTM E1592.

  • Tile roofing requires a minimum 2:12 slope with underlayment; low-slope tile systems use a built-up or single-ply underlayment.

Quick reference

Roof Deck, Underlayment, Flashing, and Waterproofing

  • Wood roof deck: minimum 15/32-in. or 1/2-in. plywood/OSB for shingles; 5/8-in. recommended where span exceeds 24 in. o.c.

  • Decking must be gapped 1/8 in. for expansion unless tongue-and-groove; gaps allow drainage and prevent buckling.

  • Underlayment: No. 15 felt (ASTM D226 Type I) or No. 30 felt (Type II); synthetic underlayment per ASTM D8257.

  • Ice barrier membrane per ASTM D1970 self-adhering; applied to eaves and valleys in cold climates.

  • Step flashing required at sidewalls; each shingle course laps the step flashing; base flashing at roof-to-wall intersection.

  • Counterflashing is embedded in masonry or attached to wall; must overlap base flashing a minimum of 4 in.

  • Drip edge per ASTM D4637 or manufacturer; required at eaves and rakes to direct water away from fascia.

  • Pipe boots and vent flashing must be compatible with the roof material; lead boots for tile and metal, neoprene for shingle.

Quick reference

Structural and Framing Fundamentals

  • Roof dead load for asphalt shingles ~2-3 psf; tile 9-12 psf; metal 1-3 psf; SPF 2-3 psf at 1-in. thickness.

  • Live load for roofs: 20 psf minimum for ordinary roofs; 12 psf for certain low-slope per ASCE 7.

  • Rafter span tables (e.g., IRC Table R802.5.1) give allowable spans based on species, grade, size, and spacing.

  • Ridge board must be sized to support rafter loads; hip and valley rafters sized per IRC Table R802.5.1(7)-(9).

  • Collar ties in upper third of rafter span; rafter ties in lower third; ceiling joists resist outward thrust.

  • Roof slope expressed as rise:run; pitch angle = arctangent(rise/run); slope factor = sqrt(rise^2+run^2)/run.

  • Wind uplift per ASCE 7 Chapter 30 for components and cladding; edge and corner zones have higher uplift.

  • Truss design and repair must be by a registered design professional; field modifications require sealed truss repair drawings.

Quick reference

Estimating, Plans, and Specifications

  • Roof area = plan area x slope factor; slope factor for 4:12 = 1.054, 6:12 = 1.118, 8:12 = 1.202, 12:12 = 1.414.

  • One roofing square = 100 sq ft; bundle count = squares x bundles per square (3 bundles per square for most 3-tab).

  • Waste factor: 10% for simple gable, 15% for hips/valleys, up to 20% for complex roofs.

  • Linear feet of eave, rake, ridge, hip, and valley are measured separately for trim and flashing takeoff.

  • Specifications hierarchy: plans govern dimensions; specs govern materials and workmanship; RFI resolves conflicts.

  • Unit price estimate total = sum of (quantity x unit cost) + overhead + profit + contingency.

  • Plan symbols: dashed lines indicate concealed or overhead items; section markers reference detail drawings.

  • Addenda modify bid documents before bid opening; change orders modify after contract execution.

Quick reference

Business Organization, Licensing, and Contracting

  • Common business forms: sole proprietorship, partnership, LLC, corporation; LLC and corporation limit personal liability.

  • Contractor license typically requires qualifying party exam, proof of insurance, and continuing education.

  • General liability insurance minimums commonly $1,000,000 per occurrence / $2,000,000 aggregate for roofing contractors.

  • Workers' compensation required when employees exist; sole proprietors and partners often exempt but may elect coverage.

  • Bid bonds, performance bonds, and payment bonds are three distinct surety instruments; public works often require all three.

  • A qualifying party is the licensed individual who passes the trade exam and is responsible for the licensee's work.

  • License reciprocity between states varies; most require the qualifying party to hold a license in that state.

  • Contractor registration and license numbers must appear on contracts, bids, and advertising in most jurisdictions.

Quick reference

Contracts, Liability, and Consumer Protection

  • A contract requires offer, acceptance, consideration, capacity, and legality; mutual assent is essential.

  • Mechanic's lien rights typically require preliminary notice and a lien filing within a statutory period after last furnishing labor or materials.

  • Three-day right of rescission applies to certain door-to-door or home solicitation contracts under federal and state law.

  • Implied warranty of workmanlike performance attaches to construction contracts; express warranties are written terms.

  • Indemnification clauses shift risk; some states void indemnification for a party's own negligence (anti-indemnity statutes).

  • Statute of limitations for written contracts is commonly 4-6 years; for construction defects, statutes of repose commonly 6-10 years.

  • Change orders must be in writing and signed by both parties to be enforceable and to modify contract price or time.

  • Notice and opportunity to cure provisions are required in many consumer protection statutes before litigation.

Quick reference

Safety and Occupational Hazards

  • OSHA fall protection for roofing: guardrail, safety net, or personal fall arrest system at 6 ft or more above lower level (29 CFR 1926.501).

  • Ladder rule: 4:1 slope; extend 3 ft above landing; secure top and bottom; 3-point contact when climbing.

  • Personal fall arrest system: full-body harness, lanyard, anchor; anchor rated 5,000 lb per worker or engineered 2:1 safety factor.

  • Scaffold requirements: 10 ft or more requires design by competent person; guardrails at 42 in. top rail, 21 in. midrail.

  • Head protection required where overhead hazards exist; ANSI Z89.1 hard hats; eye protection for cutting and nailing.

  • Hazard communication (HazCom) per 29 CFR 1926.59; SDS sheets required for chemicals including adhesives and sealants.

  • Heat illness prevention: water, rest, shade; acclimatization for new workers; watch for heat stroke symptoms.

  • Silica dust exposure from cutting tile or concrete requires wet cutting or respirator per 29 CFR 1926.1153.

Quick reference

Codes, Standards, and Regulatory Compliance

  • IRC Chapter 9 covers roof assemblies; IBC Chapter 15 covers roof assemblies and rooftop structures.

  • ASTM D3462 covers asphalt shingles; ASTM D7158 covers wind resistance; ASTM D3161 covers wind resistance of shingles.

  • UL 790 / ASTM E108 classify roof coverings by fire resistance: Class A, B, or C.

  • IRC R905 covers roof covering requirements including slope, underlayment, and flashing.

  • Permits required for re-roofing in most jurisdictions; inspections at deck, underlayment, and final stages.

  • Energy code (IECC) may require cool roof rated per CRRC for low-slope roofs in climate zones.

  • Fire-rated assemblies: roof-ceiling assemblies rated per UL or GA; penetrations must maintain fire rating.

  • Manufacturer installation instructions are part of the code requirement; installation not per manufacturer can void warranty and fail inspection.

Quick reference

Financial Management, Taxes, and Payroll

  • Gross profit = revenue - direct job costs; net profit = gross profit - overhead.

  • Overhead is indirect cost (office, insurance, vehicles); job cost includes labor, materials, equipment, and subcontractors.

  • Retainage commonly 5-10% withheld until substantial completion; track as receivable.

  • Payroll taxes: FICA (6.2% Social Security up to wage base, 1.45% Medicare), FUTA 0.6% on first $7,000, SUTA per state.

  • Form 941 filed quarterly for federal payroll; Form 940 annually for FUTA; W-2 to employees by January 31.

  • 1099-NEC issued to independent contractors paid $600 or more; misclassification risk if worker is treated as employee.

  • Cash flow: billing cycle, progress payments, and retainage affect working capital; retainage receivable is an asset.

  • Break-even revenue = fixed overhead / gross margin percentage.