Scope
Define exact excavation boundaries, depth limits, allowances for rock or obstructions, and site protection measures to avoid scope disputes and change claims.
A written contract allocates risk, documents performance standards (compaction, grading tolerances), and fixes payment timing and unit rates, which reduces scope disputes and supports permit compliance and lien defense.
The document also supports permitting, lender reviews, and municipal inspections when required.
The owner or owner’s representative signs to authorize work, accepts warranties, and confirms payment obligations. The owner typically verifies permitting requirements and reviews insurance certificates before mobilization.
A company officer or project manager signs for the contractor and certifies responsibility for means, methods, subcontractors, and adherence to specified compaction, grading tolerances, and disposal requirements.
| Field | Configuration |
|---|---|
| Signature Field | Required; date-stamped with signer name |
| Initials Field | Place at major clause changes |
| Attachment Field | Permit and insurance certificate uploads |
| Audit Trail | Capture IP, timestamp, and email |
Ensure the platform you select satisfies record retention, reproducibility, and access requirements for audits and disputes.
Define exact excavation boundaries, depth limits, allowances for rock or obstructions, and site protection measures to avoid scope disputes and change claims.
Specify acceptable backfill types, gradation, compaction required, testing frequency, and documentation required for material certification and QA.
Describe hauling routes, permitted hours, allowed truck sizes, disposal sites, and responsibility for disposal fees or weight tickets.
List mobilization date, milestones, completion date, weather allowances, and liquidated damages or incentive mechanisms for adherence to timeline.
State unit pricing, change-order rates, invoice submission requirements, retainage percentage, and payment terms (e.g., net 30).
Include insurance minimums, indemnity language, warranty period for earthwork, and site restoration obligations to manage liability.
Provide a scaled drawing with excavation limits, benching, existing utilities, and access points so work boundaries are unambiguous and inspectors can validate compliance.
Include an exhibit that specifies testing methods, acceptable laboratories, sampling frequency, and pass/fail criteria for compaction and material gradation.
Detail milestone or measurement-based payment events, required backup documentation (weight tickets, test reports), and retainage release conditions.
Attach a standardized change-order form requiring signatures, description of changed work, cost impact, and revised schedule before additional work begins.
Optica used a standardized earthwork contract to accelerate approvals and invoicing
A property manager adopted an electronic signing workflow for excavation change orders
Enter the permit number and issuance date; work should not start before permits are active.
Specify when contractor will mobilize equipment and personnel to site.
List intermediate completion dates for staged excavation, backfill, and grading.
Set the date when owner will inspect and accept completed work.
State when warranty begins and the duration of contractor obligations.
Contract executed and permits obtained.
Equipment and crews arrive onsite.
Compaction tests performed and recorded.
Owner inspects and releases retainage.
| Criteria | Excavation Contract | Subcontractor Agreement |
|---|---|---|
| Notarization Required | ||
| Typical Signers | owner & contractor | contractor & subcontractor |
| Payment Terms | unit rates/retainage | flow-down to prime |
| Mechanics Lien Waiver | often included | commonly included |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |