Scope of Work
Detailed description of installation tasks, system type, materials, and measurable performance standards to avoid ambiguity at inspection and handover.
A well-drafted Septic Installation Agreement reduces disputes, clarifies who secures permits and inspections, sets payment milestones tied to inspections, and allocates risk for defects and delays. It protects both owner and installer by documenting technical deliverables, site responsibilities, and remedies for nonperformance.
Multiple parties rely on this agreement to align expectations before on-site work begins.
Clear roles and signatures help streamline permitting, inspection scheduling, and post-installation acceptance across these user groups.
Detailed description of installation tasks, system type, materials, and measurable performance standards to avoid ambiguity at inspection and handover.
Attach soil test results, percolation test data, and a scaled site map showing tank locations, setbacks, and drainage to meet local health authority rules.
Define deposit, progress payments tied to permit issue and inspection milestones, retainage, and acceptable payment methods including any escrow arrangements.
Specify who applies for permits, required approvals from county or state health departments, permit timelines, and responsibility for permit fees and corrections.
State manufacturer and installer warranty durations, remedies for defects, exclusion of consequential damages, and procedures for warranty claims.
Describe written change order process for scope changes, price adjustments, revised timelines, and formal acceptance before work proceeds.
| Field | Configuration |
|---|---|
| Signature Field | Assign to installer or owner; require date |
| Initials | Require at key clause changes |
| Attachment | Add site plan and percolation report |
| Routing | Send to owner → installer → inspector |
Use a platform that supports secure eSignatures, audit trails, and common file formats so permits and inspectors accept electronic records.
Ensure the platform you choose provides tamper-evident signed documents and a retrievable audit trail to support permit reviews and dispute resolution.
Submit before work begins; local review time varies.
Expect county review timelines measured in weeks.
Begin within agreed window after permit issuance.
Schedule rough-in and final inspections per local rules.
Complete punchlist and sign acceptance to release retainage.
| 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 envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Martin Properties moved permits and contractor agreements online to centralize approvals and documentation.
BIS adopted electronic execution to meet audit needs and maintain chain-of-custody for records.
Licensed installer or company owner signs to accept scope, schedule, and warranty obligations. They typically provide proof of licensure, insurance, and confirm responsibility for obtaining required permits and scheduling inspections.
Homeowner, developer, or authorized agent signs to approve site access, payment terms, and final acceptance criteria. The owner is responsible for providing access and timely payments per the agreement.