Template

Wastewater Quotation and Site Survey Template

by Becca Dillon, from the Community

This comprehensive template streamlines quotations and site surveys for wastewater system installation and upgrades. Capture customer and site details, proposed works, inlet and outlet drainage measurements, inspection chambers, point of discharge, and percolation test results. Document power supply and RCD availability, septic tank status, emptying volumes, tanker access, spoil removal, reinstatement needs, and materials such as gravel and cable. Assess access constraints, vehicle size, ground protection, traffic, ground conditions, and requirements for shoring, fencing, signage, and storage. Record regulatory items including Building Notice, Environment Agency permits, planning, mains sewer connections, directional drilling, Section 50, EMS file needs, and routine maintenance. Include equipment, excavation depths and lengths, and annotated site photos to support accurate pricing.

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Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
R A Dalton Installation Survey Template
This wastewater installation survey template helps contractors and estimators scope drainage and sewage treatment works accurately. Capture customer and site details, proposed system, percolation test results, drainage field meterage, inlet and outlet drainage for soft and hard dig, and required inspection and outlet chambers. Record power supply location, RCD availability, and cable needs. Assess access, vehicle size, ground conditions, and whether shoring, a breaker, or a hydrainer is needed. Specify fencing, signage, welfare, ground protection, storage areas, and site traffic. Document overhead or underground services, permits such as Building Notice, Environment Agency permit, and Section 50, plus mains sewer connections and maintenance. List machinery, materials like gravel, any prerequisite works such as CCTV, and add photos.
by Becca Dillon, from the Community
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Template
R A Dalton Site Survey and Quotation Template
Use this comprehensive R A Dalton site survey and quotation template to plan wastewater and drainage installations. Capture customer and site details, proposed works, percolation test results, drainage field meterage, inlet and outlet heights, power supply and RCD requirements, access constraints, ground conditions, fencing and signage, welfare and traffic controls, and service plans. Record EA permit and building notice needs, company or charity details for applications, mains sewer connections, planning status, site type and occupancy, program duration, directional drilling, Section 50, excavation dimensions, maintenance, EMS file, machinery, materials, prerequisite works, and photo evidence.
by Becca Dillon, from the Community
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Template
Septic Tank and Drainage Site Survey Template
Comprehensive site survey and quotation checklist for septic tank and drainage system installations. Capture customer and site details, proposed works, discharge points, percolation test results, drainage meterage, power supply and RCD, access constraints, spoil removal, fencing and welfare needs, traffic and storage areas, utilities and service plans, risks, septic tank decommissioning, EA permits and building notices, mains sewer connections, planning status, excavation scope, machinery, environmental management, and photo evidence. Designed to standardize scoping and resource planning for water and wastewater projects.
by Becca Dillon, from the Community
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Template
Wastewater Site Survey and Quotation Checklist
Comprehensive site survey and quotation template for septic and wastewater system installations. Capture customer and site details, drainage field sizing, percolation results, excavation scope, reinstatement, power and cabling, access and ground conditions, welfare and fencing, safety risks, permits and approvals (EA permit, Section 50, planning), mains sewer connections, equipment and materials, and required photos. Ideal for civil engineering teams to standardize scoping and proposals.
by Becca Dillon, from the Community
Downloads: 0
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Wastewater Quotation and Site Survey Template

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R A Dalton Installation Survey Template

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Wastewater Site Survey and Quotation Checklist

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