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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.

Design Build Proposal Template

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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

Preparing a design-build proposal requires close collaboration between the designer and the contractor and a lot of communication with the project owner. In these types of projects, the majority of the responsibilities and risks fall under the contractor, so it is important that after all the research and preparation, a solid and well-designed bid proposal is presented to the client.

Writing great construction proposals is vital to the success of builder companies, and while you want to put as much attention and detail as possible, there is a way to make this process more efficient. By creating a simple construction proposal template, you can get a head start and quickly fill in the project specifics. To ensure you don't miss any important elements, let's review the information you must cover on your template.

Note: Bonsai offers you the best construction proposal templates and multiple administrative tools to help you take your construction business to the next level. Check out our invoicing, tax, and accounting software to see why we are the go-to option for professionals in all industries. Start your 14-day free trial today!

Essential Elements of a Design Build Proposal Template

Design-construction proposals must be as accurate as possible so your prospective client can clearly understand what to expect during the construction process. Remember this can also be a legally binding contract, so any mistakes or omissions can result in disputes or legal ramifications.

To create a perfect construction proposal template, ensure you never miss the following essential elements.

Cover Letter

Always start your design-build proposal template with a cover page covering the problem statement and your vision on how to solve the problem. The cover letter should also explain the benefits of your proposal and the positive changes you aim to bring with your project (also known as deliverables). This is the first impression your potential client will get, so it's essential you make it as detailed and compelling as possible.

Contact Information

The first section of a construction proposal template is to identify all parties involved in the construction project (designer, builder and owner). Include the full names, addresses, email, phone numbers and any other relevant contact information you might have. You may also use this section to add your company logo, registered trademarks or other branding elements that can make your proposal look more professional.

Scope of Work

Next, your design/construction proposal must outline the scope of work, which is a detailed description of the work that will be done during the project. You must provide all the specifics regarding deliverables, tasks, and phases, including all necessary tools, supplies and labor for the construction work. This section can also include a design drawing and construction plan to help paint a better picture to the prospective client.

Construction Project Timeline

The description of the design-build project schedule should include the anticipated start and completion date of the project as a whole. Then, specify the key elements and stages as they will be developed within the timeline. Explain when each design and construction phase should be completed, preferably by providing a visual reference such as a chart which will also be helpful once the project is ongoing to track the progress.

Estimated Costs

In this section, you must provide great detail of the future costs so your clients know exactly how much they will pay and what that money will be buying. Make sure you cover all costs of materials, labor, equipment rental, subcontracting (also known as allowances), zoning fees, etc. Don't forget this estimated cost should already include your profit margin, so make the necessary adjustments, be specific and thorough.

You can also include a 'success criteria' section to establish goals for the construction project and how the previously mentioned expenses will help achieve them. This will help your client visualize even more where their money will be going.

Payment Terms For The Construction Project

Outlining the terms of payment in your construction proposal will help you maintain a steady cash flow while the project is on-going. You must specify the amount that will be required as a deposit and establish when the following payments will be made. This can either be a specific date, or agree to collect payments every time certain phases are completed (make sure to specify the phases). You can also include a clause with an agreement on how payments for supplemental expenses or unanticipated problems will be made.

Exclusions

Include a section on your design-construction proposal template to specify all of the items and tasks that are outside for your scope of work, and mention any warranties that may go beyond the parameters of the contract. This is to help you limit your liability in the case any subcontracted work is faulty or the client asks for something that was not stated in the scope of work.

Alternatives

It's a good idea to provide your clients with more than one option, as this can increase your chances of landing the project. If you think the potential client will be receptive to suggestions, present an alternative showing what you could do with more expensive/cheaper materials, adjusting the costs to help the owner make a better decision. You can include as many options as you see fit, but keep in mind too many might make it confusing for the client.

Call to Action

Finally, close your construction proposal with the 'next steps' to follow if the client decides to hire you for the project. Include clear instructions on contacting you for any clarifications and accepting the proposal either with an online signature or any other preferred method.

Use Our Free Construction Proposal Template

To help you save time and reduce errors in your document, use Bonsai's free construction proposal template which you can fully customize to fit your business needs and create professional construction proposals. All of our templates have been legally reviewed by top lawyers and thousands of freelancers in the construction industry, so you can be sure you and your company will stay protected.

Bonsai also helps you keep track of all proposals you send online by sending you a notification when your clients receive and accept your project proposal. Plus, they can sign for it directly within the document, which helps you streamline many of the formalities and get the ball rolling as soon as possible. Get your free proposal templates today!

Frequently Asked Questions

Questions about this template.

What's the best proposal template for design-build jobs?

The best proposal template for design-build jobs is the one provided by Bonsai. Bonsai's proposal software lets you customize and send off proposals to potential new clients seamlessly.

Is there a free bidding template for design-build work?

Yes! Bonsai's free pre-made proposal templates are a great option to send proposals for new design-work jobs. Just sign up, edit, personalize and send it of.

Does Google Docs have a free template?

Google Docs has proposal templates but Bonsai's software may be easier to use. Just sign up to get access to our ready-to-edit templates and start sending more proposals today.