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Excavation permit to work template

Excavation permit to work template

Document and authorize excavation work by verifying utility locations and safety measures before breaking ground.

Use this template
or download pdf
Excavation permit to work template

Document and authorize excavation work by verifying utility locations and safety measures before breaking ground.

Use this template
or download pdf

An excavation permit to work is a critical safety document that authorizes digging activities while ensuring proper precautions are taken. This template helps you identify and mark underground utilities before breaking ground, preventing costly utility strikes and potentially fatal accidents. It guides you through required safety steps, from utility location verification to soil stability assessment.

As stated by OSHA, cave-ins are the biggest risk to workers during excavations. In fact, one cubic yard is as heavy as a car. The template aims to provide construction managers and safety officers with a standardized process for authorizing excavation work only when all safety measures are confirmed.

Related categories

  • Health and safety management templates
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Preview of the template
Page 1
Project Details
Project Name
Planned Start Date
Planned Completion Date
Excavation Details
Excavation Purpose
Excavation Depth (m)
Excavation Width (m)
Excavation Length (m)
Underground Utilities Checklist
Have underground utilities been identified?
Have underground utilities been marked on site?
Have underground utility owners been notified?
Risk Assessment
Have potential hazards been identified?
Have control measures been implemented?
Has a Job Hazard Analysis been completed?
Permit Authorizations
Prepared By (Name)
Prepared By (Signature)
Approved By (Name)
Approved By (Signature)
Date Approved

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Construction site safety: Essential guidelines and best practicesProject management system: Best implementation strategiesPermit to work (PTW): Your guide for safe operations
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Template collections

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Other resources

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4 ways that workplace safety increases worker productivity5 types of incident reports4 benefits of safety management and how to communicate themHow digitization improves construction safety

Frequently asked questions

What happens if you discover underground utilities that weren’t on the original plans?

Stop work immediately and update your excavation permit. It’s critical to properly idetnfiy, mark, and protect the newly discovered utilities before work can resume. This requires reassessment by the competent person and new authorization signatures on the updated permit.

When does an excavation require a confined space entry permit in addition to an excavation permit?

An additional confined space permit is required when the excavation is deeper than 4 feet with limited entry/exit points, potential for hazardous atmosphere accumulation, or possible engulfment hazards. The confined space permit addresses respiratory protection and air monitoring requirements.

What weather conditions would invalidate an active excavation permit to work?

Heavy rainfall, freezing conditions, thawing, or significant temperature changes that could affect soil stability will invalidate your permit. After weather events like this, re-inspect the excavation and issue a new permit before work can resume.

How should you modify the excavation permit when the scope of work changes mid-project?

Issue a completely new permit rather than modifying the existing one. The new permit should reflect the changed scope, updated hazard assessments, and fresh authorization signatures. This creates a clear record of when conditions changed and ensures proper evaluation of new risks.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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