What does the proposal identify?
Record the contractor, homeowner, site address, proposal revision and expiry date. Describe the shell material, intended dimensions, finish, coping and equipment. Say whether surveying, design or permits are included and which documents govern the final construction.
What site questions come first?
Confirm machine access, where the spoil goes, temporary protection, drainage and where existing services run. Keep known work apart from assumptions about rock, groundwater or buried structures. A rendered image can't answer those questions.
- Record the access route and any restoration you include.
- List demolition and disposal as scope items.
- Say who gets the surveys, approvals and inspections.
How do you handle options and exclusions?
Keep optional lighting, heating, water features and deck upgrades apart from the base proposal. List exclusions such as moving utilities, work on hidden conditions and landscape restoration unless you include them. An exclusion isn't automatically enforceable, so have the project terms reviewed.
What do you check before sending it?
Fill in measurements and rates, check the totals, name any taxes and allowances, and explain the deposit and payment schedule. Make the proposed start and duration depend on approvals and availability. This worksheet is not a signed construction contract.