Renovation Proposal Template

# Renovation Proposal Template

## Purpose
Use when quoting renovation, fit-out, or construction projects to provide clients with a comprehensive, trustworthy proposal.

## When to Use
A renovation or construction proposal with scope of works, materials schedule, trade coordination, timeline with Gantt chart, and staged payment terms.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Tradify or ServiceM8)

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## Renovation Proposal

**Project:** [Project Description, e.g. Commercial Office Fit-Out / Bathroom Renovation]
**Site Address:** [Address]
**Prepared for:** [Client Name]
**Prepared by:** [Your Company Name]
**Date:** [Date]
**Quote #:** [REN-001]
**Valid until:** [Date, typically 30 days]

---

### Executive Summary

[Your Company Name] is pleased to provide this proposal for [project description] at [address]. This proposal covers the complete scope of works as discussed during our site visit on [Date], including all labour, materials, and project management. The total investment is $[Amount] + GST, with an estimated completion time of [X] weeks from commencement.

### Scope of Works

**Included in this proposal:**

**1. [Area/Phase, e.g. Demolition & Strip-Out]**
- [Task 1, e.g. Remove existing fixtures, fittings, and floor coverings]
- [Task 2, e.g. Disconnect and cap existing plumbing and electrical]
- [Task 3, e.g. Waste removal and site cleanup]

**2. [Area/Phase, e.g. Structural & Services]**
- [Task 1, e.g. Install new plumbing rough-in per approved plan]
- [Task 2, e.g. Electrical rewire with new circuit board]
- [Task 3, e.g. Waterproofing with certification]

**3. [Area/Phase, e.g. Finishes & Fixtures]**
- [Task 1, e.g. Wall and floor tiling per selected specification]
- [Task 2, e.g. Supply and install vanity, tapware, and accessories]
- [Task 3, e.g. Painting (2 coats) to all surfaces]

**4. [Area/Phase, e.g. Final Completion]**
- [Task 1, e.g. Final clean and site handover]
- [Task 2, e.g. Defect inspection and rectification]
- [Task 3, e.g. All certificates and compliance documentation]

### Materials Schedule

| Item | Specification / Brand | Quantity | Allowance |
|------|----------------------|----------|-----------|
| [Item, e.g. Floor tiles] | [Brand / Product, e.g. Client selection up to $80/sqm] | [X] sqm | $[Amount] |
| [Item, e.g. Vanity unit] | [Brand / Product] | [X] | $[Amount] |
| [Item, e.g. Tapware] | [Brand / Product] | [X] sets | $[Amount] |
| [Item, e.g. Paint] | [Brand / Product, e.g. Dulux Wash & Wear] | As required | $[Amount] |
| [Item, e.g. Lighting] | [Brand / Product] | [X] | $[Amount] |

*Note: Material allowances are based on mid-range selections. Upgrades are available and will be quoted on request.*

### Trade Coordination

| Trade | Scope | Estimated Duration |
|-------|-------|--------------------|
| Demolition | Strip-out and waste removal | [X] days |
| Plumber | Rough-in, fit-off, certification | [X] days |
| Electrician | Rewire, fit-off, certification | [X] days |
| Waterproofer | Membrane application and certificate | [X] days |
| Tiler | Wall and floor tiling | [X] days |
| Carpenter | Joinery, cabinetry install | [X] days |
| Painter | All surfaces, 2 coats | [X] days |

### Project Timeline

| Week | Activities | Milestone |
|------|-----------|-----------|
| Week 1 | Demolition, strip-out, waste removal | Site cleared |
| Week 2-3 | Plumbing and electrical rough-in | Services inspected |
| Week 3 | Waterproofing and certification | Certificate issued |
| Week 4-5 | Tiling, joinery, cabinetry | Finishes complete |
| Week 6 | Plumbing and electrical fit-off, painting | Fixtures installed |
| Week 7 | Final details, clean, handover | Practical completion |

*Timeline assumes uninterrupted access to site and timely client decisions on material selections.*

### Investment

| Component | Amount |
|-----------|--------|
| Labour (all trades) | $[Amount] |
| Materials (as per schedule) | $[Amount] |
| Project management | $[Amount] |
| Permits and compliance | $[Amount] |
| Contingency (5%) | $[Amount] |

**Total Project Investment: $[Total] + GST**

### Payment Schedule

| Payment | Trigger | Amount |
|---------|---------|--------|
| Deposit | On acceptance of this proposal | $[Amount] (10%) |
| Progress 1 | Completion of demolition and rough-in | $[Amount] (25%) |
| Progress 2 | Completion of waterproofing and tiling | $[Amount] (30%) |
| Progress 3 | Practical completion | $[Amount] (30%) |
| Final | Defect-free handover | $[Amount] (5%) |

### Exclusions

The following items are NOT included in this proposal:
- [Exclusion 1, e.g. Structural engineering or council approvals]
- [Exclusion 2, e.g. Asbestos removal (if encountered, quoted separately)]
- [Exclusion 3, e.g. Furniture and window treatments]
- [Exclusion 4, e.g. Works outside the specified area]

### Warranties & Compliance

- Workmanship warranty: [X] years from practical completion
- Manufacturer warranties apply to all fixtures and materials
- All work performed by licensed tradespeople (licence numbers available on request)
- Certificates provided: waterproofing, electrical, plumbing, compliance

### Next Steps

1. Review scope and confirm material selections
2. Sign this proposal and pay deposit
3. Project commencement date confirmed within 5 business days
4. Pre-start meeting on-site to confirm all details

---

**Accepted by:**

Name: _______________
Date: _______________
Signature: _______________

**Proposed by:**

Name: _______________
Licence #: _______________
ABN: _______________
Date: _______________

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**Complexity:** advanced | **Setup time:** 45 minutes | **Tools:** Tradify, ServiceM8, Xero