Checklists · Landscape
Retaining Structure No-Dig Zone Record Checklist
Help an owner capture how far a retaining structure reaches beyond its visible face, keep that record where it survives a sale, and give every future contractor a clear instruction about where nothing may be dug.
7 sections · 40 planning prompts · educational owner-side preparation
https://www.builddesignhub.com/checklists/landscape-project-planning/retaining-zone-no-dig-record · Build Design Hub — educational planning resource. Requirements vary by project and location.
Scope
What this checklist covers
The preparation ground these prompts walk through.
- What the record has to say for it to be usable years later
- Asking for it while the people who built the structure are still on site
- Marking the zone on a drawing and relating it to things on the ground
- Where the record lives so that it survives a change of ownership
- Turning the record into a standing instruction for future trades
- The everyday jobs that reach into the zone without anyone calling them excavation
Audience
Who this checklist is for
- Owners taking on a garden where ground has been retained
- People who commissioned a level change and are approaching handover
- Householders preparing to brief a fencing, decking or planting contractor
- Anyone assembling a property record for whoever owns the place next
Timing
When to use it
- Capturing the extent of a retained zone while the information still exists
- Building a property record that outlives the people who made it
- Preparing the instruction given to any contractor working in the garden
- Reviewing what was handed over after a level change was built
- Working out what you can and cannot tell a trade about your own garden
Limits
When it is not sufficient
This is general planning preparation. These situations need a qualified professional, and often the relevant authority.
- Establishing the extent of a zone yourself, which is a professional determination
- Deciding whether a particular excavation is acceptable on your site
- Assessing whether an existing structure is sound or adequate
- Substituting for engineering advice before any work near retained ground
The checklist
Work through the sections
Tick the boxes on paper or on screen — nothing is stored, so print the page if you want to keep your marks.
1.What the record has to contain to be worth anything
A record nobody can act on is a folder rather than information. These prompts are about what makes it usable by somebody who was never there.
Ask for the extent of the zone that must not be disturbed to be described in a form somebody can locate on the ground years later.
A note that a zone exists tells a future contractor nothing; a described extent is what allows a decision to be made without fresh advice.
The extent of this zone is a determination for a qualified engineer; it cannot be established by an owner or inferred from the visible face.
Ask for the zone to be related to things that will still be there, such as a corner, a coping line, a boundary or a permanent structure.
Anything measured from a temporary feature becomes unlocatable the moment that feature is removed or replaced.
Ask whether the zone applies at all depths or only below a certain point, and record the answer rather than assuming the stricter reading.
Owners tend to picture a zone in plan only, and whether shallow work is different from deep work is precisely what they need to be told.
Ask whether any restriction applies in front of the structure or at its base, not only behind it, and record each separately.
Different mechanisms depend on different ground, and a record covering only what is behind the face can leave the sensitive area unmarked.
Ask for the position of any drainage collector or outlet associated with the structure to be marked on the same record.
A trench dug for something unrelated is one of the commonest ways a collector is cut, and a marked position prevents it cheaply.
Where part of the extent cannot be described, ask for that to be stated in the record rather than left blank.
A blank reads as nothing to report, whereas a stated gap reads as a question the next person has to ask.
2.Asking while the information still exists
These records are cheap to make while things are open and close to impossible afterwards. The timing is most of the task.
Where the structure is being built, agree at the start which records will be produced, by whom and in what form, rather than asking at handover.
Requesting records at the end produces a folder of whatever happened to be kept; agreeing at the start produces the information you actually wanted.
Ask whether you may photograph the works while the ground is open, and record the date and roughly where each photograph was taken from.
A picture of an open excavation tells a future professional things that no amount of looking at the finished face will.
Agree access and safety arrangements with the contractor before going anywhere near open excavations on a working site.
Ask the questions about extent while work is under way, because the people who can answer them are on site only for that period.
Once a project closes, the knowledge disperses quickly and what remains is whatever somebody wrote down at the time.
Where the structure already exists, ask whoever advises you whether the extent can be established at all, and what that would involve.
For an inherited structure the honest answer may be that it cannot be established without investigation, and that is itself worth recording.
Ask for any ground investigation report to be kept with the property record rather than remaining with the designer alone.
Ground varies over short distances, and a report about this plot is not reproducible from anything held about the neighbourhood.
3.Marking the zone so somebody can find it
A drawing is only useful if it can be tied to the garden as it will look in future. These prompts are about that translation.
Ask for the zone to be shown on a drawing that is intended to stay with the property rather than filed with a project record.
Several published records make the same point, that the drawing is only useful if it lives where the next owner will find it.
Write a plain-language summary of the drawing that somebody with no technical background could read on site and act on straight away.
The person who eventually needs this is a fencing contractor on a Tuesday morning, not a designer with time to interpret a drawing.
Keep photographs alongside the drawing showing the area from a few fixed positions, so the drawn zone can be matched to what is actually there.
Translating a drawing onto a real garden is where most of these records fail, and photographs bridge most of the gap.
Ask whether anything visible can be left on site to indicate the zone, and note what it is so nobody removes it as untidy.
An unexplained marker gets tidied away, whereas a marker recorded as meaningful tends to survive several changes of gardener.
Record whether the zone appears to extend under a boundary or under a neighbour's ground, and note what you were told about that.
A zone that crosses a boundary raises questions for two owners, and the second one is unlikely to learn of it any other way.
Where a retained zone may extend beyond your boundary, obligations vary by location and should be confirmed with a suitably qualified adviser.
Record whether any service route or drainage run is believed to pass through the zone, and what you were told about how it was dealt with.
A future repair to a service is a compelling reason to dig, and knowing in advance that it falls inside the zone changes how it is approached.
4.Keeping the record where it survives a sale
The value of this record is realised by somebody who does not yet own the property. That only happens if it is deliberately arranged.
Keep the drawing, the summary and the photographs with the deeds and property paperwork rather than among your own project files.
Project files leave with the owner; property paperwork is what gets handed across at a sale, which is when this record matters most.
Keep a second copy in a form that does not depend on one folder surviving, and note where the second copy is in the first.
A single physical record is one house move or one flooded garage away from the structure becoming unknown again.
Make sure everyone in the household knows the record exists and roughly what it says, not only the person who arranged it.
The decision to let a contractor dig is often taken by whoever happens to be at home, so the knowledge cannot sit with one person.
Label the record in words a stranger would understand, rather than with a project reference that means nothing outside the job.
A folder labelled with a job number is very likely to be discarded by somebody clearing out paperwork after a sale.
Decide now that the record will be offered to a buyer at the point of sale, and note that intention with the record itself.
Handing it over is a deliberate act that nobody will perform unless the decision was made long before the sale.
5.Turning the record into an instruction
The record does its work through other people. These prompts are about the conversation you have before anybody arrives with a spade.
Write a short standing note you can give any contractor working in the garden, saying where nothing is to be dug and who to ask before it is.
A written note survives a change of crew and a change of firm, whereas a spoken warning at the gate rarely reaches the person digging.
Raise the restriction when you ask for a quotation rather than after the work is priced, and note that you did so.
A constraint introduced after a price has been agreed tends to be treated as an obstacle rather than as part of the job.
Ask any contractor to tell you in advance what they intend to excavate and roughly where, including anything they would not call excavation.
The question is more useful in that form, because a post hole and a trench are rarely described as excavation by the people making them.
Put the name of the professional to contact, or the fact that advice must be sought, in the same note as the restriction itself.
A restriction with no route to a decision produces either a stalled job or a quiet breach, and usually the second.
Include anyone who maintains the garden regularly, so that deeper planting, a new bed or a replacement post is covered as well as construction work.
Maintenance work happens far more often than construction and is much less likely to prompt anybody to look at a drawing.
Write down when you gave the note, to whom, and what they said in response, and keep that with the record.
A history of who was told what turns the record into something that can be relied on rather than something that was merely produced.
6.The everyday jobs that reach into the zone
Almost nothing that reaches a retained zone is described as excavation at the time. Listing the ordinary jobs in advance is what makes the restriction operable.
Note that setting fence posts, gate posts or a pergola behind a retained face is work that reaches below ground, and list it in your standing note.
A post hole is a small job in every sense except the one that matters here, which is where it goes and what it passes through.
Note that a base for a shed, a store or a garden room involves both excavation and a new load, and list it as a reason to ask first.
It is the combination that matters, because the ground is disturbed and then asked to carry something it was not carrying before.
Note that a pond, a soakaway or any feature holding water behind the structure involves both a hole and water, and belongs in the restricted list.
Every retaining arrangement depends on drainage, so introducing water deliberately behind one is a question for a professional rather than a preference.
Introducing water deliberately behind a retaining structure is a question for a qualified engineer and a drainage professional before it is planned.
Note that a deep planting pit or a new tree behind the face is ground disturbance that continues for years as the roots develop.
Planting is the one form of disturbance that keeps going after the contractor has left, which is why it is worth raising before it is done.
Note that a cable, a water supply or a drain run taken across the garden is a trench, and ask where it is proposed to go before it is dug.
Services are routed by whatever is convenient above ground unless somebody says otherwise in advance.
Note that lowering ground in front of the structure to gain headroom or a level is work near it, even where no hole appears to be dug.
Removing material in front can matter as much as digging behind, and it rarely occurs to an owner as a restricted activity.
Note that stockpiling spoil, stacking materials or standing a machine above the structure changes what it is carrying, even temporarily.
A load placed for a fortnight is still a load, and it arrives without anybody deciding that a change had been made.
7.Keeping the record current
A record that stops being updated slowly becomes a historical document. These prompts keep it describing the garden as it now is.
Update the record whenever anything is dug, built or planted in the garden, noting what was done, where and when.
The next excavation starts better informed only if the last one was written down, which is the whole mechanism by which these records improve.
Record any occasion when advice was sought and what the answer was, including the times the answer was that something could go ahead.
Knowing that a position was already cleared saves repeating the enquiry, and knowing one was refused prevents it being tried again by somebody else.
Note anything you observe changing near the structure and the date, and keep those notes with the zone record rather than separately.
Keeping observation and restriction together means whoever picks up the folder sees both halves of the same picture.
Read the record again whenever you start thinking about any change in the garden, before you speak to anybody about it.
The record only prevents anything if it is consulted at the point where the idea is still a thought rather than a quotation.
Check periodically that any physical marker is still in place and still legible, and note when you last looked.
Markers disappear quietly during ordinary maintenance, and nobody reports their absence because nobody knew what they were.
Preparation
Documents and information to gather
Having these to hand usually makes the first conversation shorter and more useful.
- Any drawing showing the extent of ground the structure depends on
- Any ground investigation report held for the plot
- Photographs taken while the ground was open, with dates
- Drainage information showing collectors, outlets and routes near the structure
- Your own sketch relating the zone to permanent features on the ground
- Notes of what you were told by whoever designed or built the structure
- The property deeds and paperwork the record will be kept with
Records
Decisions to record before work begins
Write these down in your own words, with the date, so everyone is working from the same version.
- What the recorded extent covers, and what it explicitly does not cover
- Which permanent features the zone has been related to on the ground
- Where the record is kept and where the second copy lives
- Who in the household knows the record exists and what it says
- The wording of the standing note given to contractors and gardeners
- That the record will be offered to a buyer at the point of sale
Professional review
Questions to discuss with qualified professionals
Bring these to the relevant qualified professional, supplier or authority. Requirements vary by project and location.
- Can the zone that must not be disturbed be described and marked on a drawing?
- Does the restriction apply at all depths, or only below a certain point?
- Does anything apply in front of the structure or at its base as well as behind it?
- Which permanent features would you relate the zone to so it can be found later?
- Where do the drainage collectors and outlets run in relation to that zone?
- Does any part of the zone appear to extend beyond the property boundary?
- What should a contractor do if they need to dig within it, and who decides?
- What would you want recorded after any future excavation in the garden?
Blind spots
Commonly overlooked items
- That maintenance work reaches the zone far more often than construction does
- Fence and gate posts, which nobody describes as excavation
- A service trench routed for convenience above ground rather than by any record
- Whether the zone extends under a boundary and into a neighbour's ground
- Labelling the record in words a stranger clearing out paperwork would understand
- Telling the rest of the household, not only the person who arranged the record
- Checking that a physical marker left on site is still there and still legible
What this checklist does not do
- The extent of ground a retaining structure depends on is a professional determination; nothing in this checklist allows an owner to establish or estimate it.
- Where no extent can be established, the safe position is that it is unknown, and any excavation nearby belongs with a qualified engineer first.
- A record describes what somebody was told at a point in time; it does not confirm that any structure is sound or that any excavation is acceptable.
- Obligations where retained ground affects a neighbour vary by location and must be confirmed locally before work is planned.
More preparation
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