Scope
Describe specific trench locations, linear feet, depths, start and stop points, and known subsurface obstructions. Attach scaled site drawings, bore logs, and coordinate with utility locate reports and as-built surveys before work begins.
Using a Construction Trenching Agreement reduces ambiguity about scope, safety measures, and cost allocation, helping parties manage OSHA compliance, delineate insurance and indemnity responsibilities, and speed approvals. Clear terms lower project delays, reduce dispute risk, and support effective risk transfer.
Typical signatories include contractors, subcontractors, property owners, and project managers who manage excavation work and site safety.
Use the agreement to allocate responsibility clearly and document safety programs, permits, and inspection schedules before excavation begins.
The contractor project manager signs to confirm the contractor’s obligations, safety methods, and supervision plan. They accept responsibility for competent person designation, shoring/sloping methods, daily inspections, and coordination with utilities, and they provide documentation required by permits and site safety officers.
The owner representative reviews and approves the scope, ensures access and site conditions are accurately described, confirms insurance coverage limits, and accepts or disputes change orders. They also authorize payment milestones tied to excavation completion and coordinate third-party inspections or environmental testing.
Describe specific trench locations, linear feet, depths, start and stop points, and known subsurface obstructions. Attach scaled site drawings, bore logs, and coordinate with utility locate reports and as-built surveys before work begins.
Specify competent person designation, shoring or trench box requirements, daily inspection procedures, emergency response plans, required PPE, and training and monitoring protocols to meet OSHA trenching standards.
List required commercial general liability, workers' compensation, and builders' risk insurance limits, certificate holder details, additional insured endorsements, waiver of subrogation, policy effective dates, and notice provisions.
Define indemnification scope between parties for third-party claims, property damage, personal injury; specify survival period post-completion and insurance coordination, including claims-handling and defense obligations and notice requirements.
Set required inspection milestones, notification windows, acceptance criteria, third-party inspection rights, and procedures for corrective actions before backfilling or final acceptance, including recordkeeping for reports and photos.
Detail payment schedule, retainage percentage, invoicing requirements, lien waiver timing, change order pricing, and conditions for withholding payment for noncompliance, including timelines for dispute resolution and final release upon completion.
Provide current certificate(s) showing policy types and limits, additional insured endorsements, and certificate holder name. Attach insurer contact for claims and confirm effective dates align with project timeline.
Include scaled site drawings, trench cross-sections, and utility markups. Ensure drawing revision dates and sheet references are cited in the scope and inspection sections.
Attach the official utility locate documentation and markout confirmation. State who requests and pays for locates, and require a copy be on site during excavation.
Attach soil boring logs or geotechnical recommendations for shoring and sloping. Specify any special backfill or compaction procedures required by the geotechnical engineer.
| Field | Configuration |
|---|---|
| Upload Template | Upload PDF or DOCX template with exhibits |
| Add Fields | Place signature, initials, dates, and conditional fields |
| Authentication | Email link, SMS code, or advanced ID verification |
| Integrations | Enable Procore, Salesforce, or cloud storage connectors |
For eSubmission, ensure compatibility with Procore, Microsoft 365, Google Workspace integrations, PDF/DOCX formats, and required signer authentication levels.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties standardized trenching agreements across projects to reduce on-site paperwork and verify safety compliance before excavation.
A regional contractor used standardized trenching agreements to align subcontractor safety responsibilities and ensure consistent utility coordination across multiple sites.
Complete permits and utility locates before mobilization.
Begin trenching within agreed window to avoid delays.
Provide daily competent person logs and inspection reports.
Complete backfill and testing before final acceptance.
Release retainage after final inspection and lien waiver.