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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.

Home Improvement Proposal Template

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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

This home improvement proposal template helps both parties of a remodel decide what will be done, what can be changed, payments, and any other elements that should be addressed.

We'll go over what exactly a bid proposal template is, what should be included in one, and how to quickly set up and send one with Bonsai.

What is a home improvement construction proposal?

A home improvement proposal is used when a contractor is hired to perform home improvement jobs for a client. This is given to the potential client to list out the home remodeling project that is being proposed and list the general contractor's services that are being provided.

This is similar to any other construction or services proposal between the client and the contractor but is specific to home remodeling. Other proposals may involve work done in correlation with businesses or a company.

What exactly is a home improvement project?

A home remodeling project can range in size and requirements depending on client's request. This can involve any services requiring renovations, additions, or other home property adjustments.

It can be easy to confuse these with other construction services and remodels, but they are very different because of what is done to the property.

Where do home improvement projects take place?

A client's home is sacred, so you want to ensure that they are getting the best out of you. Customers are essential and will ultimately decide whether you get more customers.

Depending on the home improvement project that is being performed will determine the exact layout of the contract. In a construction proposal, key elements are laid out to help you during your project.

What is a construction proposal template?

A template can be helpful when putting together a project proposal to lead you in the right direction to present to a client. This is a structure of sorts for the contract. This can be helpful when you deal with another party.

Projects of this type can be hard to put onto paper is why templates exist for contracts like home improvement.

Feel free to edit this bid proposal template as needed because it is ultimately up to you and the other party about what is needed for a job.

You can use this when determining what to put in a home renovation contract template to make sure that you have all the right components.

What should I include in the construction proposal template?

A renovation proposal template requires key elements to make sure that the message is conveyed correctly and that all elements are included. Below is one of the many free proposal templates. More templates exist, so if you feel this one isn't the right fit, many more exist.

Here are the top six parts that should be included in a contractor proposal template:

The overall scope of the project

When hiring a contractor, make sure both parties understand and agree to the work being performed to avoid discrepancies in the future.

This includes the entire process from start to finish. The large scope of the project should be apparent during the entire process. Typically, this information is given during the sales process.

The process if changes are made

As someone writing up a home improvement contract, note that you should include information regarding if changes are needed to be made.

This information can include: info about cost changes and what situations could potentially arise during the contract.

Having this part of the contract ensures that both parties are entirely aware of the situation and have a plan in place to address the issue if it were to arise.

Information about the costs, payment, and budget

To avoid any future discrepancies, include information regarding how payments will be set up and how the contracts will spend money on products for the remodel.

Money can be a tricky subject, so you'll want to ensure that the costs are established before starting any project to ensure everyone is on the same page. A budget should be established along with any other funding required. The approval from both sides should be received before moving forward.

This is often referred to as a payment schedule. Depending on the parties that are involved will determine how the schedule is made up. This can be on a weekly process until the project is completed, can be fifty percent upfront and fifty percent at the end, or it can be some other arrangement.

Talk it over with the other party involved in determining the best route for your contract.

Timeline of the project

In order to avoid inconsistency down the road, the project's timeline must be listed in the construction proposal template. This section should reflect an outline of the entire project and list the project and the dates in detail.

This way, both sides will be able to follow along, to know the project's timeline and what part will be worked on and when.

When this information is included, you are helping yourself become successful.

This section can also include a clause describing what would happen if the timeline was thrown off if the supply chain or some other unexpected error came up along the way.

A way out of the project

If either party decides they do not want to continue with the project, there should be a description of the repercussions in that scenario.

If that were to happen, the contract should protect the other party against financial and time loss.

Signatures

Like in any contract, the signatures instantly create a legally binding document. You will want to make sure that these documents are signed before any work begins.

As a party involved, you want this contract to be a legally binding document to prevent any financial loss later.

It is not valid until the document is signed. You'll want to ensure those are included at the end to signify that both parties agree to every part of the contract.

The importance of a home improvement contract.

The renovation proposal template is only the start of the contract and is open to ideas as you have the potential to customize it. And it is vital to building some sort of base for it.

In any project that requires hiring a contractor, you can expect to sign a contract of some sorts. A remodeling proposal sets the tone for a project.

The whole point of the contract is to protect both groups to make sure that there are no discrepancies and that everything is laid out for them.

Why is a construction proposal so important?

It should be made clear, from start to finish, what is involved, what the clauses include, and the tiny details about the changes.

The idea of the construction proposal is so that both parties are aware of everything going on in the contract. This helps avoid future hiccups and allows them to customize it to their preference.

A construction proposal, especially renovations, helps keep things on track when timelines can be thrown off.

Conclusion

As important as it is to have a home improvement contract for a project that you are starting, it can also be equally as confusing on how to write the contract up.

Make sure that these key elements are included in your contract as they will help protect you if anything were to go wrong during the project's duration.

Follow these simple steps and add anything you feel is needed. Each project is different! If you want instant access to a contractor proposal template you can customize for your business, try Bonsai. With our software, you can send a bid proposal for a project easily. Claim your 14-day free trial here.

Frequently Asked Questions

Questions about this template.

How do you write a renovation proposal?

On a document, simply include the details: address the problem, scope of work, deliverables, timeline, cost for materials and service. You could also customize Bonsai's pre-made template to quickly send bid proposals to potential new clients.

What is the format of a proposal?

A proposal should include a succinct summary of the issue, the fix, the price or cost, and the potential gains. Also put the description of the issue, including its focus, purpose, main defense, setting, and importance.

How do you write a simple project proposal?

Customize one of Bonsai's pre-made templates. This allows you to easily customize and send off a bid for a new project. Add your business logo, edit the details, and you'll send professional bids in no time.