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Excavation Scope of Work Template

Download a free excavation scope of work template. Covers site clearing, grading, trenching, backfill, and hauling for excavation contractors.

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Excavation Scope of Work Template
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What's Included

Excavation is where every project starts — if the dirt work isn't right, nothing else will be either. A scope of work spells out what's being dug, how deep, where the spoils go, and who handles utilities. This template covers site clearing, excavation, grading, and backfill. It works for foundations, utilities, ponds, and general site prep. Customize it for your project and you're ready to dig.

Project Overview

This scope covers excavation work including site clearing, cut and fill, trenching, grading, and hauling. Applicable to residential, commercial, and civil projects.

Typical Projects Include:

  • Foundation excavation
  • Utility trenching
  • Site grading and leveling
  • Pond or retention basin excavation
  • Driveway or road cut
  • Land clearing and grubbing

Scope of Work

Site Prep

TaskDescription
Utility LocatesCall 811 and have all underground utilities marked before any digging begins.
Site ClearingClear trees, brush, and debris from the work area. Grub stumps if required.
Erosion ControlInstall silt fence, wattles, or other erosion controls as required by permits.
BenchmarksEstablish elevation benchmarks and layout for excavation limits.

Excavation

TaskDescription
Cut & DigExcavate to required depths and dimensions per the plans. Stockpile or haul material as specified.
TrenchingDig utility trenches for water, sewer, electric, or drainage lines to specified depths.
GradingGrade the site to required elevations. Ensure proper slope for drainage away from structures.
CompactionCompact sub-grade or fill material to required density. Provide compaction test results if specified.

Backfill & Cleanup

TaskDescription
BackfillBackfill trenches and excavations with approved material. Compact in lifts.
HaulingHaul excess spoils to an approved dump site. Provide dump tickets.
Final GradeFine-grade the site to finished elevations. Leave the site clean and ready for the next trade.
Erosion Control CheckVerify all erosion controls are intact and functioning before demobilizing.

Timeline & Milestones

Excavation timelines depend on the site size and soil conditions. Most residential jobs take 2-5 days.

PhaseDurationDescription
Site Prep1-2 daysClearing, utility locates, and erosion control setup.
Excavation1-5 daysDigging, trenching, and rough grading.
Backfill & Cleanup1-2 daysBackfill, hauling, and final grading.

Roles & Responsibilities

Property Owner / GC

  • Provide survey and site plans
  • Coordinate utility locates
  • Provide access for equipment
  • Process payments per the agreed schedule

Excavation Contractor

  • Mobilize equipment and crew
  • Excavate to plan dimensions and elevations
  • Install erosion controls
  • Haul spoils and provide dump tickets
  • Grade the site to specified elevations

Materials & Equipment

Equipment

  • Excavator or backhoe
  • Skid steer or loader
  • Dump trucks
  • Compaction equipment

Materials

  • Fill material or gravel (if required)
  • Erosion control (silt fence, wattles)
  • Survey stakes and grade markers

Testing

  • Compaction testing equipment
  • Laser level or GPS grading system

Quality Control Standards

Elevation Accuracy

Finished grades within tolerance of plan elevations (typically ±0.1 feet).

Compaction

Fill material compacted to specified density — typically 95% standard Proctor.

Proper Drainage

Site graded to drain away from structures with no ponding areas.

Safety Protocols

Utility Awareness

All underground utilities located and marked before digging. Hand-dig within 2 feet of marked lines.

Trench Safety

Follow OSHA trenching requirements — slope, shore, or shield trenches over 5 feet deep.

Equipment Safety

Keep workers clear of operating equipment. Use spotters for backing and blind spots.

Project Documentation

  • Signed contract and scope of work
  • Site plan with excavation limits
  • Utility locate confirmation (811 ticket)
  • Compaction test results
  • Dump tickets for hauled material
  • As-built survey (if required)

Financial Terms

Payment Structure

Excavation is typically billed by the job or by the hour/day for equipment and operator.

Terms & Conditions

  • Deposit due at contract signing (typically 25-50%)
  • Progress payments for multi-day projects
  • Final payment due after completion and grading
  • Hauling and dump fees billed separately or included
  • Change orders for unexpected rock, water, or soil conditions

Acceptance Criteria & Sign-Off

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

  • 1Site excavated to plan dimensions and elevations
  • 2Trenches dug to specified depths
  • 3Compaction meets specification
  • 4Site graded with proper drainage
  • 5All spoils hauled and dump tickets provided
  • 6Erosion controls in place

Frequently Asked Questions

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