BATHROOM REMODEL PROPOSAL AND SCOPE PACK
Reusable working draft • Prepared October 15, 2026
Replace every bracketed field. Delete the teaching example before issuing to a customer.
This is a proposal planning pack, not a jurisdiction-specific home improvement contract. Attach the locally required agreement, notices and payment terms before acceptance. This free tool does not collect signatures or payments.

1. PROPOSAL COVER
Contractor / business address / contact: [enter]
License and insurance information, where applicable: [enter verified details]
Client / contact: [enter]
Project address and room: [enter]
Proposal number / revision / prepared date: [enter]
Plans, photos and selection schedule / revisions attached: [enter]
Desired season or work window: [enter reusable dates]
Price valid through: [date, time and time zone]
Before acceptance, price and availability will be reconfirmed if that date passes. Once an agreement is signed, changes follow that agreement and applicable requirements; expiry is not an automatic right to raise a signed price.

2. PROJECT SCOPE — COMPLETE EVERY PHASE
Project objective and room boundaries: [enter]
Measured footprint / floor tile area / shower dimensions / wall tile area: [enter separately]
Fixture locations retained or moved: [enter]
Existing conditions and evidence: [photos / visit date / unresolved questions]

Protection and demolition: Protect [surfaces and access route]. Remove [fixtures and finishes]. Retain [items]. Include [hauling, container location and disposal].
Plumbing: [rough work, drain, valve and connections]. [Party] supplies fixtures. [Party] installs vanity/top and connects fixtures. Quote reference [number/date].
Electrical and ventilation: [fan model, duct route, light/outlet work and circuits]. Include [materials/labor]. Exclude [specific work]. Confirm compatibility and local requirements before pricing.
Shower assembly: [base/drain, substrate and compatible waterproofing system]. Follow selected manufacturer instructions and applicable requirements; include [testing, curing and inspections].
Tile: [wall area] and [floor area], [product/size/pattern], [edge and doorway details], [grout/sealant]. Purchasing quantities [amount including waste and package rounding].
Vanity, top and fixtures: [model, finish, dimensions and supplier]. Installation responsibility [party]. Owner-supplied items and delivery dates [list or none].
Paint, trim and closeout: [surfaces, prep, coats, trim quantities], protection removal, final cleaning and joint punch-list review.
Permits and inspections: [responsible party / authority / permit determination / fees / inspection coordination].
Completion checks and handover documents: [list observable checks and product documents].

3. PRICE AND SELECTION SCHEDULE
Base selling price before applicable tax: [amount]
Applicable customer tax / basis: [verified treatment and amount]
Total proposal price: [amount]
Included allowances, already included in base price — do not add them again:
Item | Quantity / unit | Supply budget | Tax / freight included? | Installation included or separately priced? | Selection owner / deadline
[wall tile | ...]
[floor tile | ...]
[vanity/top | ...]
[fixtures | ...]
Allowance adjustment method: [compare selected cost with the SAME included cost basis; state markup, credits, taxes and handling of unused allowances]. Obtain written approval of the adjustment before ordering changed selections.
Optional work, NOT included in base price: [scope / selling-price addition / tax / time effect / acceptance field, or none].

4. ASSUMPTIONS, EXCLUSIONS AND RESPONSIBILITIES
Assumed existing conditions: [enter evidence and conditions needing verification]
Excluded work: [specific boundaries; avoid a generic “everything else” clause]
Client responsibilities: [selections, access, pets, storage, owner deliveries and temporary bathroom arrangements]
Contractor responsibilities: [procurement, coordination, protection, cleanup and notifications]
Concealed conditions: Document the condition, identify affected work, and submit repair scope, price and schedule impact for written agreement before affected extra work. Address immediate site protection separately.
Warranty terms / manufacturer documents / exclusions: [attach actual terms; do not imply a warranty that has not been offered]

5. SCHEDULE AND PAYMENT PLANNING
Target start date / completion date: [dates]
Start conditions: [agreement, permits, selections, materials on site, trade availability]
Expected working duration and working hours: [enter]
Dependencies: [inspection windows, delivery dates, drying/testing time, access restrictions, holidays or weather-sensitive work where relevant]
If a dependency changes: [who notifies whom / when / how revised dates are documented]
Selection and order deadlines: [item / responsible party / decision date / order date / delivery date]
Payment schedule to reconcile with local rules and the final agreement:
Milestone / defined work completed | Amount | Due condition
[enter]
Payment total must equal the agreed total. Do not copy a standard deposit percentage without checking local limits. Do not present provisional permit or selection figures as verified quotes.

6. CHANGE-ORDER RECORD — COPY FOR EACH CHANGE
Project / original agreement reference: [enter]
Change number / date / requested by / reason: [enter]
Added work and quantities: [enter]
Removed work and quantities: [enter]
Added selling price: [amount]
Credit for removed work: [amount]
Net change before tax: [addition minus credit]
Applicable tax adjustment: [verified amount]
Original agreed total: [amount]
Previously approved net changes: [amount]
Revised total after this change: [original + previous changes + this change, with consistent tax basis]
Schedule effect / revised completion date: [days and date]
Payment schedule effect / affected milestones: [enter]
Attachments / revised selection or plan reference: [enter]
Customer approval / date: [complete using the final agreement's approval process]
Contractor approval / date: [complete using the final agreement's approval process]

7. FILLED TEACHING EXAMPLE — DELETE BEFORE CUSTOMER ISSUE
Fictional example dated October 15, 2026, matching the bathroom estimate worksheet. Not a market price or actual customer job.
Scope: 8 × 9 ft bathroom; 3 × 4 ft shower base; 60 sq ft floor tile and 100 sq ft wall tile. Retain fixture locations, existing mirror, light, towel bars and shower curtain/rod. Install the listed shower assembly, stock 36-inch vanity with integrated top, toilet, faucet and shower valve/trim; replace fan on verified existing duct route; paint, trim, dispose of debris and clean. No custom glass, niche, bench, service relocation or concealed repairs.
Price basis: direct costs $10,700 + internal risk reserve $535 = $11,235. A 30% markup for overhead and profit adds $3,370.50. Example selling price BEFORE applicable tax: $14,605.50. Purchase taxes and tile freight are omitted pending verification; resolve these costs before issuing a real quote. Internal risk is not a client selection allowance.
Included direct-cost supply allowances: wall tile 110 sq ft × $5 = $550; floor tile 66 sq ft × $5 = $330; vanity/top $1,500; fixtures $700. Tile installation is separate; vanity/fixture installation is in the plumbing trade quote. Vanity/fixture delivery included; tile freight and all taxes excluded from these sample amounts. The price above already includes these costs and their markup.
Example duration: 15 working days AFTER all start conditions are met; actual dates remain editable. Confirm assembly drying/testing time and inspections before promising completion.
Example change CO-001: Customer selects wall tile at $7 rather than $5 per sq ft. Same 110 sq ft purchase quantity and same installation scope. Supply difference $220; agreed 30% markup $66; change +$286 before tax. No previous changes: revised example price $14,891.50 before tax. Sample schedule effect +2 working days for delivery; enter revised date and affected payment milestone after confirmation. Approve before ordering. Any different freight, tax or installation cost must also be priced.

8. ISSUE CHECKLIST
[ ] All bracketed fields resolved; teaching example removed.
[ ] Site quantities and actual product specifications verified.
[ ] Scope, estimate and allowance schedule use the same quantities and cost basis.
[ ] Supplier/trade quotes, expiry, taxes and freight checked.
[ ] Exclusions, owner responsibilities, dates and payment milestones confirmed.
[ ] Local permits, required agreement terms, notices and approval process checked.
[ ] Attachments and revision number match the issued proposal.
[ ] Customer and contractor retain the same final documents.

METHOD AND SOURCES
Template and example reviewed October 15, 2026. Figures are invented teaching inputs; there is no live price feed or scheduled monthly edition.
California CSLB contract guidance is a jurisdiction-specific example of why written scope, permit responsibility, payment schedules and signed changes need local review. This pack does not reproduce all required California contract language:
https://www.cslb.ca.gov/Consumers/Hire_A_Contractor/Home_Improvement_Contracts/What_Is_A_Contract.aspx
Confirm the applicable building code and local amendments with the permitting authority; California reference:
https://www.dgs.ca.gov/BSC/Codes
Source and reusable pack: https://www.greenlitbid.com/guides/remodeling-scope-of-work-template