Designed for Australian WHS

Excavation and TrenchingSWMS Template

Excavation and trenching operations for service installation (water, sewer, electrical, gas, communications) and foundation work using powered excavators, with controls scaling from shallow excavation to deep trenching (≥1.5m). Pre-filled hazards, controls, and risk ratings. Ready in 5 minutes.

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Creating a Excavation and SWMS Yourself?

Here's what you need to get right:

1
Identify ALL relevant hazards (miss one = non-compliant)
2
Apply the hierarchy of controls correctly
3
Calculate initial AND residual risk ratings
4
Reference correct Australian Standards for PPE
5
Include required high-risk work categories
6
Document emergency procedures for YOUR specific hazards
7
List competency requirements (licenses, tickets, training)
8
Include worker consultation records

Average time: 2-4 hours. If you know what you're doing.

Or... we've done the research. Scroll down to see exactly what's included.

Why You Need This SWMS

Legal requirements under Australian WHS Regulations.

High-Risk Construction Work Categories

Under Australian WHS Regulations (Part 6.3 - Excavation Work (Clauses 291, 299, 304-306)), this work is classified as high-risk due to:

  • Work in/on trench deeper than 1.5m(Trenches exceeding 1.5m depth require SWMS, shoring/battering, and geotechnical consideration)
  • Use of powered mobile plant(Excavators and other earthmoving equipment)
  • Work on/near energised electrical installations(Underground electrical cables - BYDA enquiry mandatory)
  • Work on/near pressurised gas mains or piping(Underground gas mains - BYDA enquiry mandatory)
  • Work on/near traffic or adjacent to road(Applicable when excavating in road reserves or near traffic)
  • Work in area with contaminated/flammable atmosphere(Deep trenches may accumulate hazardous gases - atmospheric monitoring required)

Australian Standards Referenced

AS 4678-2002 - Earth-retaining structures
AS 5488.1-2019 - Classification of subsurface utility information (SUI)
AS/NZS 1892 - Portable ladders
AS 3798-2007 - Guidelines on earthworks for commercial and residential developments
AS 1742.3-2019 - Traffic control for works on roads
AS 2865-2009 - Confined spaces
AS/NZS 1801 - Occupational protective helmets
AS/NZS 2210.3 - Safety, protective and occupational footwear
AS/NZS 4602.1 - High visibility safety garments
AS/NZS 1270 - Acoustics - Hearing protectors

Your SWMS in Under 5 Minutes

No research. No formatting. No compliance headaches.

1

Pick Your Template

Choose from trade-specific templates with pre-filled hazards, controls, and PPE requirements.

2

Add Your Details

Enter your business name, site address, principal contractor, and worker names.

3

Download & Go

Get your SWMS as PDF or DOCX. Ready to hand to your principal contractor.

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The Hard Part, Done For You

7 Hazards Pre-Identified & Risk-Assessed

Each hazard includes full control measures following the hierarchy of controls, with initial and residual risk ratings pre-calculated.

Potential Harm

Crushing injuries, suffocation, death. Trench collapse accounts for approximately 74% of excavation-related fatalities in Australia.

Control Measures (Hierarchy of Controls)
Elimination

Consider trenchless technology (horizontal boring, pipe bursting) where practicable to avoid open excavation

Isolation

Install trench shields/boxes that protect workers even if collapse occurs; keep all personnel outside excavation when not essential

Engineering
  • Install hydraulic shoring, sheet piling, or closed sheeting before workers enter trenches ≥1.5m
  • Batter/bench trench walls to safe angles based on soil type: Type A (53°), Type B (45°), Type C (34°)
  • Place spoil piles minimum 900mm from trench edge
  • Install dewatering systems to prevent water accumulation weakening walls
Administrative
  • Obtain geotechnical engineer assessment if shoring not used for trenches ≥1.5m
  • Conduct daily inspections by competent person before work commences
  • Re-inspect after rain, vibration from traffic/plant, or changes in ground conditions
  • No vehicles or plant within zone of influence unless shoring designed for loads
  • Workers to remain within protected zone of trench shields at all times
PPE

Safety helmet (AS/NZS 1801), safety boots (AS/NZS 2210.3), high-visibility clothing

All 7 hazards with full control measures. Included in your SWMS.

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16-Step Work Procedure

Each step linked to specific hazards and control measures. A complete workflow from site arrival to sign-out.

1

Pre-work planning: review site conditions, soil type, adjacent structures, weather forecast, and obtain required permits

Complete risk assessment and SWMS; consult workers; check asbestos register for developed sites

2

Lodge Dial Before You Dig (BYDA) enquiry and receive asset owner responses (minimum 2 business days before work)

Lodge at byda.com.au or 1100; record all responses; plans valid for 30 days

3

Site arrival, sign-in with principal contractor, and conduct site induction

Verify site address matches BYDA enquiry; confirm emergency procedures and muster point

4

Establish site boundaries, access points, and spoil storage areas; install barriers and warning signage

Falls Into Excavation

Spoil storage minimum 900mm from excavation edge; install mesh fencing and AS 1319 compliant signage; flashing lights for public areas

Equipment & PPE Requirements

All required items with Australian Standards where applicable.

Equipment Required

8 items

  • Excavator (mini or standard)

    Mini excavator (1.5-5t) for residential/tight access; standard excavator (6t+) for larger works

  • Trench buckets

    Narrow profile buckets sized to trench width requirements

  • Trench shoring system

    Hydraulic shores, trench shields/boxes, or timber shoring - required for trenches ≥1.5m

  • Electromagnetic cable/pipe locator

    For locating metallic underground services

PPE Requirements

7 items with standards

  • Safety helmetAS/NZS 1801

    Type 1 minimum; replace every 3 years or after impact

  • Safety bootsAS/NZS 2210.3

    Steel or composite toe (200J impact); penetration-resistant sole recommended

  • High-visibility clothingAS/NZS 4602.1

    Class D/N for day and night work; minimum 0.2m² fluorescent background

  • Hearing protectionAS/NZS 1270

    Class 3-5 for excavation equipment (90-105 dB typical)

What's In Your SWMS Document

A complete, ready-to-use Safe Work Method Statement

SWMS Document
Excavation and Trenching
PDFDOCX
Your document includes:
Your business details
Business name, ABN, contact info
Site-specific information
Address, principal contractor
All 7 hazards with controls
Risk ratings pre-calculated
16-step work procedure
Linked to hazards
7 PPE requirements
Australian Standards referenced
Worker sign-off section
Ready for signatures
Emergency procedures
Task-specific responses

Training & Competency Requirements

Licenses, tickets, and training required for this work.

Required

  • Construction Induction (White Card)training

    CPCCWHS1001 - Required for ALL workers on construction sites

  • Excavator Operator Competencytraining

    RIIMPO320F Conduct Civil Construction Excavator Operations - no HRWL required but PCBU must verify competency

  • First Aid Certificatecertificate

    HLTAID011 Provide First Aid - at least one person on site; CPR refresher annually

Recommended

  • Traffic Control

    RIIWHS205E Control traffic with stop-slow bat - required if work affects traffic flow

  • Working at Heights

    RIIWHS204E Work safely at heights - if work at excavation edges presents fall risk >2m

  • Asbestos Awareness

    11084NAT Course in Asbestos Awareness - recommended for excavation on developed sites

  • Confined Space Entry

    RIIWHS202E Enter and work in confined spaces - if excavation classified as confined space (restricted entry, hazardous atmosphere)

Emergency Procedures Included

Task-specific emergency response procedures for this work.

  • TRENCH COLLAPSE: Do NOT enter collapsed trench - risk of further collapse. Call 000 requesting Fire/Rescue with technical rescue capability. Notify SafeWork NSW (13 10 50). Keep all personnel clear. Shut down machinery. Maintain communication with trapped person if conscious. Do NOT attempt to pull out partially buried person (crush injury syndrome risk).

  • ELECTRICAL SERVICE STRIKE: If in machine - do NOT exit unless fire. Warn others to stay 8-10m away. Call 000. Contact electricity distributor (Essential Energy 13 23 91; Ausgrid 13 13 88). If must exit: jump clear, land feet together, shuffle away with small steps.

  • GAS MAIN STRIKE: Evacuate upwind immediately (minimum 50m for small leak, 100m+ for larger). Call 000. Contact gas network (APA/ATCO 13 13 52; Jemena 13 19 09; AGN 1800 427 532). Do NOT operate valves, phones, vehicles or any electrical equipment. Eliminate all ignition sources.

  • WATER MAIN STRIKE: Evacuate trench immediately. Shut down electrical equipment near water. Contact water authority (Sydney Water 13 20 90; Hunter Water 1300 657 657). Monitor for undermining of adjacent structures and trench walls.

+ 1 more emergency procedures included in your SWMS

Frequently Asked Questions

Common questions about this Excavation and Trenching SWMS template.

When is a SWMS required for excavation work?

A SWMS is mandatory when excavation involves high-risk construction work under WHS Regulation 2017. For excavation, this includes trenches deeper than 1.5 metres, work near energised electrical installations or pressurised gas mains, and use of powered mobile plant (excavators). The SWMS must be prepared before work commences, not during.

Is Dial Before You Dig legally required in NSW?

Yes. NSW is the only Australian state where Dial Before You Dig notification is a legal requirement under the Electricity Supply Act 1995 and Gas Supply Act 1996. Plans must be obtained no more than 30 days before excavation, remain valid for 30 days, and must be retained on site. Penalties can reach $22,000 for individuals and $440,000 for corporations.

What shoring is required for trenches over 1.5 metres deep?

Trenches exceeding 1.5m depth must be protected from collapse using shoring (hydraulic shores, trench shields, sheet piling), battering to safe angles based on soil type (Type A: 53°, Type B: 45°, Type C: 34°), or benching. The only exception is written certification from a geotechnical engineer stating the trench is safe without support.

Do excavator operators need a high-risk work licence?

No. Excavators are not classified as high-risk work under WHS Regulations, so no HRWL is required. However, the PCBU must ensure operators are competent. Evidence includes Statement of Attainment in RIIMPO320F Conduct Civil Construction Excavator Operations, verified logbooks and references, or manufacturer-specific training certificates.

How close can I mechanically excavate to underground services?

No mechanical excavation is permitted within 500mm of located underground services. Within this zone, hand digging or vacuum excavation (hydrovac) must be used. For hand digging, maintain 300mm clearance. High-pressure gas transmission pipelines require a 3-metre exclusion zone and specific asset owner requirements.

What emergency procedures are required for trench collapse?

Never enter a collapsed trench - further collapse is the primary hazard. Call 000 immediately requesting Fire/Rescue with technical rescue capability. Notify SafeWork NSW on 13 10 50 (notifiable incident). Keep personnel clear, shut down machinery, and maintain communication with any trapped person. Do not attempt to pull out a partially buried person due to crush injury syndrome risk.

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