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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Commercial Roofing Proposal Template

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“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

As an independent roofing contractor, or you run a roofing company, you want to provide premium services that leave your customers happy and lead to more business. But first, you need to be able to convince your potential client that you're the best for the job, and this may not be as easy as it sounds. Commercial roofing is a much larger job compared to residential roofing services, and it requires significantly more planning, equipment, materials, manpower and expertise.

For this reason, you must be able to write strong proposals that show you have what it takes to do the job and meet your client's expectations. To make this process more efficient, you can create your own commercial roofing proposal template that outlines a clear structure so you never miss any important details, and you can quickly create perfect proposals every single time.

Let's go over the essential elements your proposal template must include.

Note: Need help to instantly create client-winning proposals? Use Bonsai's all-in-one freelancing hub that offers a wide array of free proposal templates and follow up tools to help you land the job!

Essential Elements of Commercial Roofing Proposals

When creating your commercial roofing proposal, remember this can be considered a legally-binding document, therefore any mistakes or omissions can easily lead to disputes or legal ramifications. You want to be straightforward but don't overlook the little details when it comes to warranties and materials. Here's what you must include.

Cover Page

No good roofing proposal is complete without a well-designed cover page. You must provide information about your past successful roofing projects, testimonials from previous clients, and give an insight of your company's experience. Mention any licenses and certifications you hold, how long you've been in business, and your contact information.

Here you can also include your company logo and other branding elements you find appropriate, and you can even include professional head shots of you and your key team members.

Project Information

The first section of your roofing proposal should include a brief explanation of the project, detailing your findings upon site inspection and your proposed solution. Include photos of the existing roof, diagrams, information about edge and gutter installation, as well as details on the safety measures you will follow during the job. This will really show the client you have properly assessed and planned the roofing project.

Job Description

Next, you must describe in detail the services you intend to provide. You want to paint a clear picture of what the project scope is. Explain the tasks you will complete such as replacement of shingles, ridge vents, flashing, underlayment, etc. Include a detailed list of the roofing materials that will be used for the project, outlining all relevant information, such as the material's grade, shingle style, thermal resistance, and maker.

Estimated Costs & Payment

This section of your roofing proposal template should detail the total costs of the roofing materials needed, as well as labor rates based on the amount of hours estimated to complete the job. You must provide a payment schedule to let your client know how and when you expect to get paid. This includes the percentage you will ask for as a down payment, and how many more payments will be due after that, whether you will require those payments on a certain date or upon completion.

Project Schedule

You'll need to lay out a project timeline specifying the start date and estimated completion date as well as any due date for milestones or project specifics. Usually, a roofing job doesn't take long, but this is a great addition, not only to help you track tasks and stay on schedule, but to allow your clients to make the needed preparations to ensure you can do the work without inconveniences.

Insurance & Guarantees

A great commercial roofing proposal should outline the potential liabilities as well as how the roofer's insurance will take care of them in the event of an accident. You must describe the type of insurance you have in place and how you will adhere to local compliance standards. You should also provide the terms of warranty on installation, and disclose the manufacturer warranty on the materials used. Make sure to include the duration of your warranty and exclusions (work done by a subcontractor, lack of maintenance or misuse).

Waste Removal

No matter what kind of work needs to be done, roofing is filthy. Shingles, nails, and other trash strewn all throughout the place. Because of this, it's important to describe your clean-up strategy in your roofing proposal. Whether you will bring a container to the job site, utilize a large, square magnet to collect the wayward nails, and any other way in which you will tidy up the mess after the work is finished.

Call to Action

Finally, you want to outline the next steps to follow in case your client accepts the proposal. Write a compelling call to action that leaves your clients with a favorable impression of your organization, and be sure to project the image of someone who is both professional and enjoyable to work with. Invite your client to accept your proposal online via email (digital signatures) and let them know how to contact you in case of any clarifications needed.

Use Our Free Roofing Proposal Template

If you don't have time to create your own proposal template, skip the headache and download Bonsai's free proposal templates especially designed for roofing contractors. You can fully customize every aspect of your free template to fit your business' needs, and make it your own, ensuring consistency and professionalism in your proposal workflow. Once you send out your proposal, we help you keep track of it with notifications when your client receives and accepts it.

Bonsai also offers a wide range of administrative tools to help you take your roofing business even further. Use our tax, accounting and invoicing software to streamline your paperwork and keep your business finances under control. Start your 14-day free trial today and see why Bonsai is the go-to option for freelancers and small business owners in all industries.

Frequently Asked Questions

Questions about this template.

What is the best proposal template?

Bonsai has the best templates you can use to send proposals. Our templates come pre-made and ready to edit. Just personalize it with your business info, scope of work, price and send it off.

Is there a free template for commercial roofing proposals?

Bonsai has a whole library of free proposal templates you can easily customize and add your business information. Just sign up at no cost, edit and send it off to potential clients instantly.

Does Word have proposal templates for commercial roofing proposals?

Absolutely, Bonsai has roofing proposal templates you can quickly edit. Just customize the business details, scope of work, materials/services, timeline, installation methods and payment information.