Start with the decision
Agree the carpentry handover requirements before work begins, then check the delivered records against the actual scope. The checklist below is a planning aid. Acceptance criteria and required evidence must come from the project documents and responsible project team.
This guide is for business-to-business project planning in the United States and Canada. For the wider trade context, visit the carpentry resource hub.
Match the records to the work
| Package | Record to agree | Scope reference |
|---|---|---|
| Framing | agreed framing and inspection records | framing plans and identified component responsibility |
| Blocking and backing | backing locations and agreed pre-closure record | locations and requirements from adjoining trades |
| Finish carpentry | approved samples and completion checks | finish schedule and approved profiles |
Download the carpentry handover worksheet (CSV)
Fill in the response, owner or source, and date checked. Keep unresolved items visible. The file contains planning prompts only; it does not calculate quantities or make an approval decision.
Put the checklist to work
- List required deliverables, their responsible party and the person who can accept them. Distinguish a submitted document from an accepted one.
- Reconcile changes involving engineered components, blocking, hardware, treatment and decoration. The final record should reflect agreed work, not an obsolete bid assumption.
- Maintain an open-items list with locations, owners and planned follow-up. Do not quietly turn an unresolved item into a completed one.
- Confirm the handoff to the operator or following trade. Record which information was received and which agreed actions remain outstanding.
A scope gap worth discussing
Illustrative example — not a Build Accord client project
A rough-carpentry proposal covers framing but omits backing needed for fixtures. Reconcile the backing schedule with the relevant trades before the work is enclosed.
Apply this to your decision: A package-specific handover register with accepted records and a visible list of unresolved actions.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. Confirm the project location and the scope of the business’s authority with the responsible project team. The U.S. Small Business Administration provides a starting point for business licensing resources.
For a project in Canada
Record the province or territory, municipality and actual service area. Use Canada’s permits and licences resources to locate relevant checks, including the linked BizPaL service. Confirm requirements for the actual activity and location.
For either market, state the currency, units and deadline time zone. This worksheet is general planning guidance, not a determination of licensing, procurement eligibility or technical compliance.
The next useful step
Continue with carpentry scope of work checklist. For the other side of the conversation, see the carpentry bid proposal guide.
Build Accord coordinates introductions between construction project teams and trade contractors. An inquiry starts a discussion of fit and availability; it does not guarantee a contractor, an invitation to bid or an award. These guides are not a listing of currently available crews or projects.