Sample Document

Refit Proposal Sample

In a refit, the budget holds only as well as the proposal is written. This sample shows what to ask the yard and what must be in writing.⁠⁠‍​‌​‍​⁠‌​‌‌⁠​​‍​⁠⁠​​⁠

In a refit, sequence and written scope come before price. A refit without a baseline survey ends in the "was that already there?" argument.

In short
  • A quote starts with purpose, a measurable outcome, included/excluded scope, method and standards.
  • Payment follows verified stages, not the calendar; part of the final payment is held until snags close.
  • Extras, material changes and subcontractors only with written approval.
  • Clauses protect both sides; one-sided wording is not honoured.

1. Sample Proposal

Tap a heading to open it; the first section starts open.

SAMPLE REFIT PROPOSAL

1. Particulars and parties
  • Quote number, date and validity (e.g. 30 days)
  • Contractor: legal name, tax number, address, responsible person
  • Owner: name, address, representative if any (surveyor/consultant)
  • Vessel: name, make and model, year, length, flag, berth or yard location
  • Annexes: specification, drawings, equipment list, photographed baseline
2. Purpose and expected outcome

Purpose: Rewire, engine overhaul and underwater paint, so the boat runs five more years without major work.

Expected outcome: Wiring to ABYC E-11 / ISO 10133 principles, labelled and drawn; engine compression and load test values recorded; paint at the maker's dry film thickness.

The outcome is written so it can be measured; "in good condition" is not an outcome.

3. Scope: included, excluded, assumptions
ItemStatus
Baseline survey (condition, readings, photos)Included
DC/AC wiring, panel, battery bank, chargingIncluded, equipment list attached
Engine overhaul (scope per technician report)Included, parts list attached
Underwater: strip, primer, 2 coats antifoulingIncluded
Navigation electronicsExcluded, separate quote
Upholstery and interiorExcluded
Extra work found on openingUnit rates, by variation

Assumptions: every assumption behind the price (access, existing condition, material availability) is written down. If one fails, a variation follows, not a surprise.

4. Method and standards

Work follows manufacturers' instructions and the relevant ISO / ABYC standards. Each operation gets a one-line method (e.g. "scarf at least 1:12, epoxy system, maker's cure time"). Work with no standard named has no yardstick.

5. Competence
  • Relevant experience of the people doing the work and any qualifications (e.g. welder qualification)
  • Contractor's liability and yard insurance
  • Names and tasks of subcontractors
6. Owner requirements
  • Access to the boat, keys, codes
  • Haul-out and storage booking (who arranges it)
  • Personal effects removed
  • Decision and approval times (e.g. 3 working days)
7. Process, programme and hold points
StageWork and hold pointTime
1Baseline survey and programme approval1 week
2Structure and watertightness1-2 weeks
3Systems, hold point before panels close3-4 weeks
4Engine installation, alignment2 weeks
5Paint and finish1-2 weeks
6Sea trial, acceptance, snag list1 week

At a hold point work stops; it does not continue until the owner or their representative has seen it.

8. Tools, equipment and materials

Materials are listed by make, model, data sheet and quantity. Measuring instruments (moisture meter, thickness gauge, compression tester, insulation tester, etc.) and their calibration status are stated.

9. Price structure
  • Fixed-price items separately
  • Unit-rate items: unit, rate, estimated quantity
  • Hourly work: rate and an approved cap
  • Provisional sums only for genuinely uncertain items, with the reason
  • VAT, currency and exchange-rate date
10. Variation procedure

Every variation is numbered: description, price, effect on time, both signatures. No verbal approvals. All variations sit on one list; the final account comes from that list.

11. Payment schedule

20% start · 25% systems verified · 25% engine installed and verified · 20% sea trial · 10% when snags are closed (retention)

Each payment depends on the stage being verified complete by photos and measurements.

12. Acceptance and handover
  • Acceptance criteria (readings, tests, sea-trial values)
  • Numbered, photographed snag list with close-out date
  • Documents: warranties, manuals, test records, drawings
13. Warranty

Wiring workmanship 12 months (24 by negotiation); engine overhaul per the overhaul shop's written warranty (typically 12 months or set running hours); paint per maker's terms. The warranty runs from acceptance. Response time for warranty work is stated.

14. Risk, insurance and title

From handover to the yard, who carries fire, theft and damage risk, and under which policy, is written down. For a new build, when title passes and how the boat under construction is insured are stated plainly.

15. Delay

A reasonable, capped daily penalty for late completion (e.g. 0.1% of the contract price per day, capped at 5-10%). A weather allowance is written for outdoor work (paint, laminating); force majeure defined narrowly (a general "supply problem" is not force majeure).

16. Disputes

First written discussion; on technical points an independent expert chosen by both parties. In Turkey, mediation is a mandatory step before a commercial lawsuit; consumer disputes go to the consumer arbitration committee or mediation depending on the amount. Then the agreed courts (e.g. where the boat lies). With foreign owners, arbitration (e.g. Istanbul Arbitration Centre) can be chosen; governing law and the prevailing language are stated.

2. Clauses Against Bad Faith and Abuse

These clauses come from the disputes that recur most in the trade. If a quote lacks them, have them added before signing.⁠⁠‍​‌​‍​⁠‌​‌‌⁠​​‍​⁠⁠​​⁠

Clauses that protect the owner

No unwritten extras

Any work outside scope is approved before it starts by a numbered variation order stating price and effect on time. Unapproved work cannot be invoiced.

No material substitution

Materials named by make, model and data sheet may only be changed with the owner's written approval. If a cheaper equivalent is used, the difference is credited.

Subcontractors declared

Subcontractors are named before work starts. The contractor remains responsible for their work; responsibility cannot be passed on.

Removed parts handed over

Every replaced part is handed to the owner or tagged and photographed. A part invoiced as replaced must be produced.

Inspection before close-up

Laminate, systems and structure that will be hidden are not closed up before the owner or their representative has seen them. If they are, opening and re-closing is at the contractor's cost.

Transparent time sheets

Hourly work is logged daily: date, person, hours, task. The owner is told in writing before an approved hour cap is exceeded.

Material cost and margin

Materials are shown as purchase cost plus a declared handling margin. Supplier invoices are shown on request.

Verified stage payments

Payment follows completed and verified stages, not the calendar. Verification is by photos, measurements and, where agreed, an independent inspector's report.

Hold-back at acceptance

Part of the final payment (e.g. 5% of the total) is held until the snag list is closed. Retention from every stage payment is uncommon in Turkish yacht yards; it can be negotiated on larger jobs.

No holding the boat hostage

Once everything except the disputed amount is paid, the boat is released; the disputed sum is held in escrow or covered by a guarantee.

No use of the boat

The contractor may not use, move, show or sleep aboard the boat without written permission.

Documents at handover

Warranty papers, manuals, test and measurement records and as-built drawings are handed over with the boat; missing documents delay acceptance.

Clauses that protect the contractor

A one-sided contract either does not get signed or does not get honoured. Balanced terms suit a good yard too:

Owner delays

If owner approvals or choices are late, the programme extends by the same period without penalty.

Unpaid stages

If a verified stage payment is not made on time, the contractor may suspend work after written notice; the suspension is added to the programme.

Owner-supplied items

The suitability and warranty of owner-supplied items are not the contractor's; the installation workmanship warranty still applies.

Hidden damage found on opening

Damage that could not be seen at quotation and appears on opening is reported with photos and priced from agreed unit rates by variation order.

Boat not collected

If the boat is not collected within a reasonable period after acceptance (for example 15 days), yard storage or berthing is charged at tariff.

3. Red Flags in a Quote

4. Working in Turkey: Local Practice

Items that Turkish yard and marina practice requires to be written into the quote.

5. International References and Trade Practice

These samples borrow the structure of the sources below, adapted to yacht scale and to working in Turkey. Have your lawyer settle the binding wording.⁠⁠‍​‌​‍​⁠‌​‌‌⁠​​‍​⁠⁠​​⁠

Note: This page is a sample and a checklist, not legal advice. Ask your lawyer for the binding contract wording. To compare several quotes on the same basis, see our yard quotation review.

Frequently Asked Questions

If today's value plus refit cost exceeds the post-refit market value, it is spending, not investing. See boat valuation.
Yes. A measured, photographed baseline ends the "was this damage already there?" argument before it starts, and protects the yard as much as you.
Not at a reasonable rate (e.g. 5-10%) with clear release conditions. A yard that closes snags quickly gets it back quickly.
If you want. We first write the scope as a technical specification, so the quotes price the same job. See refit consultancy.

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