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Excavating Scope of Work Template

Download a free excavating scope of work template. Covers digging, grading, trenching, land clearing, and hauling for excavating contractors.

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Excavating Scope of Work Template
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What's Included

Whether you're digging a basement, grading a lot, or trenching for utilities — the excavating scope of work keeps everyone clear on what's being done and what it costs. This template covers the common excavating tasks: clearing, digging, grading, and cleanup. It's written for excavating contractors and the people who hire them. Fill in your project specifics and hand it to your client.

Project Overview

This scope covers excavating services including land clearing, digging, grading, trenching, and material hauling. Applicable to residential, commercial, and utility projects.

Typical Projects Include:

  • Basement excavation
  • Lot clearing and grading
  • Utility trenching (water, sewer, electric)
  • Drainage ditch excavation
  • Driveway or parking area grading
  • Septic system excavation

Scope of Work

Pre-Work

TaskDescription
Site WalkWalk the site with the client to confirm dig areas, access routes, and any obstacles.
Utility LocatesConfirm all underground utilities are marked (811 call). Do not dig until locates are complete.
ClearingRemove vegetation, debris, and topsoil from the work area. Stockpile topsoil for reuse if specified.

Excavating Work

TaskDescription
DiggingExcavate to the required depths and dimensions. Work to plan elevations or as directed on site.
TrenchingDig trenches for utilities, footings, or drainage to specified depths and widths.
Rough GradingShape the site to approximate final grades. Ensure positive drainage away from structures.
Material ManagementStockpile usable fill on site. Load excess material for hauling to approved disposal site.

Finish & Cleanup

TaskDescription
Backfill & CompactBackfill around foundations, trenches, or other structures. Compact in lifts to required density.
Fine GradingFine-grade disturbed areas to finished elevations. Spread topsoil if specified.
HaulingHaul all excess material to an approved site. Provide dump tickets as documentation.
Site CleanupRemove all equipment and debris. Leave the site clean and ready for the next phase of work.

Timeline & Milestones

Most residential excavating jobs take 1-5 days depending on size and complexity.

PhaseDurationDescription
Pre-Work1 dayUtility locates, site walk, and clearing.
Excavating1-5 daysDigging, trenching, and rough grading.
Finish & Cleanup1-2 daysBackfill, fine grading, and hauling.

Roles & Responsibilities

Property Owner / GC

  • Provide site plans or mark dig areas
  • Ensure utility locates are completed
  • Provide equipment access to the site
  • Process payments per the agreed schedule

Excavating Contractor

  • Provide equipment and operators
  • Dig to specified depths and grades
  • Handle all material hauling and disposal
  • Backfill and compact as specified
  • Leave the site clean and graded

Materials & Equipment

Heavy Equipment

  • Excavator
  • Skid steer or loader
  • Dump truck
  • Dozer (for larger sites)

Materials

  • Fill dirt or gravel (if importing)
  • Topsoil (if specified)
  • Erosion control materials

Tools

  • Laser level or transit
  • Compaction equipment
  • Grade stakes

Quality Control Standards

Grade Accuracy

Finished grades match plan elevations within acceptable tolerance.

Compaction

Backfill compacted to specification — usually 95% standard Proctor for structural areas.

Drainage

All grades slope away from structures to prevent water issues.

Safety Protocols

Call Before You Dig

Never dig without confirmed utility locates. Hand-dig near marked utility lines.

Trench Safety

Slope, bench, or shore trenches over 5 feet deep per OSHA requirements.

Equipment Clearance

Maintain safe distances from workers, structures, and overhead power lines.

Project Documentation

  • Signed contract and scope of work
  • Site plan or dig area sketch
  • 811 utility locate ticket
  • Compaction test results (if required)
  • Dump tickets for hauled material
  • Daily logs of work completed

Financial Terms

Payment Structure

Excavating can be bid lump sum or billed hourly for equipment and operator.

Terms & Conditions

  • Deposit due at contract signing
  • Hourly rates apply for time-and-material work
  • Hauling and dump fees may be separate line items
  • Final payment due upon project completion
  • Change orders for rock, water, or unexpected conditions

Acceptance Criteria & Sign-Off

The project is considered complete when the following criteria are met:

  • 1All areas excavated to specified dimensions and depths
  • 2Grades match plan elevations
  • 3Backfill compacted to specification
  • 4All excess material hauled off site
  • 5Site is clean and ready for the next trade
  • 6Dump tickets provided

Frequently Asked Questions

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