Pool Equipment Upgrade

This proposal covers equipment pad upgrade at {{client_address}}.

Equipment install

• Pump: {{pump_spec}}

• Filter: {{filter_spec}}

• Salt system: {{salt_spec}}

• Automation: {{automation_spec}}

Removal

• Isolate electrical to pad, verify lockout/tagout

• Drain equipment pad, disconnect plumbing at unions

• Remove existing pump, filter, heater (if replacing), and controller

• Haul-off old equipment

Install

• Set new pump, filter, and salt cell on existing pad (pad replacement billable if existing is deteriorated)

• Replumb as needed with schedule 40 PVC and clear unions

• Install flex connectors (not PVC) between pump and rigid plumbing to reduce vibration (code in most jurisdictions)

• Install 3-way valve for sanitizer feeder or chlorinator

• Electrical: connect VSP to existing pump circuit (verify wire gauge is 10 AWG or larger for VSP performance); new RS-485 communication wiring for automation

• Low-voltage wiring between controller, automation relays, and relay box

Commissioning

• Prime pump; bleed air from filter

• Set VSP schedule (typical: 2,200 RPM 8 hrs/day for main turnover)

• Set salt cell output to target PPM (typically 3,000 PPM)

• Configure automation: schedules, freeze protection, spa-to-pool mode (if applicable)

• App setup: connect IntelliCenter to homeowner Wi-Fi and mobile device

• Water balance: alkalinity, pH, cyanuric, salt, calcium hardness

Energy-rebate documentation:

• Provide AHRI certificate (equivalent) / pump specification sheet for utility VSP rebate submission

Estimated duration: 1–2 working days.

Start date: {{start_date}}. Pool is offline for 4–12 hours during changeover.

Total contract price: {{total}}

• **Deposit: {{deposit}}** — signing

• **Balance: remainder** — at commissioning

**Utility rebate:** Many utilities offer $100–$400 rebates for ENERGY STAR VSP pumps. {{contractor_name}} provides receipt and specification sheet.

Balance due at commissioning.

Invoices are due upon receipt. Payments more than ten (10) calendar days past due accrue a service charge of one and one-half percent (1.5%) per month on the unpaid balance, or the maximum rate permitted by law, whichever is less. {{contractor_name}} reserves the right to stop work and preserve lien rights if any progress payment is not received within five (5) business days of the due date. All retained mechanic's lien, stop notice, and bond rights under applicable state law are preserved.

The following items are specifically NOT included in the contract price and are the responsibility of {{client_name}} unless added by written Change Order:

• Permits, plan-review fees, and jurisdictional inspection fees unless explicitly itemized above

• Repair or remediation of pre-existing code violations discovered during the work

• Asbestos, lead paint, mold, or other hazardous material abatement

• Structural engineering, architectural drawings, or third-party design services

• Finish selections, fixtures, or appliances not listed in the itemized scope

• Work on concealed systems (electrical, plumbing, HVAC, framing) beyond the points of connection identified

• Landscaping restoration beyond returning disturbed areas to rough grade

• Post-completion cleaning beyond construction broom-clean

• Plumbing replacement beyond immediate pad area

• Gas heater (priced separately)

• Heat pump heater (priced separately)

• In-floor cleaning system modifications

• Dedicated booster pump for pressure-side cleaners

• Electrical service upgrade beyond existing pad capacity

• Equipment pad concrete work

This proposal is based on the following assumptions. If any assumption is incorrect, the contract price and schedule are subject to adjustment by Change Order:

• Site access is available during normal working hours (7am–5pm, Monday–Saturday)

• Adequate parking is available within 100 feet of the work area

• Electrical power and potable water are available on-site at no cost to contractor

• Existing structural elements, waste lines, water supply, and electrical service are in serviceable condition unless noted

• {{client_name}} will remove personal property, artwork, and valuables from the work area prior to start

• Work is based on a single mobilization; re-mobilization required due to delays outside contractor's control will be billed at current rates

• Existing electrical service has capacity (VSPs have reduced amp draw vs. single-speed, but automation relays may add load)

• Existing pad size accommodates new equipment footprint

• Pool is in operating condition at start (non-operating pools priced separately for start-up chemistry)

Any modification to the scope, specifications, materials, or schedule set forth in this agreement must be authorized in writing as a Change Order signed by both parties before the work is performed. Each Change Order will describe the modified scope, any adjustment to the contract price, and any impact on the schedule. Verbal instructions do not modify this agreement. Additional time and cost associated with unforeseen conditions — including but not limited to concealed rot, asbestos, mold, faulty prior installation, unmarked utilities, or code-required upgrades triggered by the work — will be documented as a Change Order and billed at the rates stated in this proposal or at {{contractor_name}}'s then-current published labor rates, whichever is in effect at the time the condition is discovered.

{{contractor_name}} warrants the workmanship of the installed work for a period of one (1) year from the date of substantial completion. Manufacturer warranties on materials and equipment pass through to {{client_name}} as provided by the manufacturer and are the exclusive source of any material warranty. This warranty does not cover normal wear, abuse, neglect, acts of God, subsequent work performed by others, damage from settlement or movement of the building, or modifications to the installed work performed without written consent. To make a warranty claim, {{client_name}} must notify {{contractor_name}} in writing within thirty (30) days of discovering the alleged defect and allow reasonable access to inspect and repair.

This proposal is valid for 30 days from the proposal date ({{proposal_date}}). Pricing is subject to change after that date due to material market fluctuations and scheduling availability. Acceptance requires signature below and receipt of the deposit amount stated in Payment Terms. Upon acceptance, this proposal, together with any attached specifications and subsequent written Change Orders, constitutes the complete agreement between the parties and supersedes any prior oral or written discussions.

**{{contractor_name}}** — License {{contractor_license}}

By: ________________________ Date: ______________

Print Name: ________________________

**{{client_name}}** — Owner / Authorized Representative

By: ________________________ Date: ______________

Print Name: ________________________

Property Address: {{client_address}}