Start with the decision
Use doors and hardware exclusions to make responsibility clear, not to hide essential work in fine print. The interfaces most worth discussing include frames, glazing, decoration, powered hardware and access-control integration. If the invitation requires an item you do not include, identify the gap through its permitted clarification process before assuming your bid is comparable.
This guide is for business-to-business project planning in the United States and Canada. For the wider trade context, visit the doors and hardware resource hub.
Create a responsibility matrix
| Package | Boundary to classify | Reference to check |
|---|---|---|
| Doors and frames | door supply, frames and installation boundaries | door schedule and opening identifiers |
| Hardware sets | mechanical sets versus electrified components | hardware schedule and specified functions |
| Finishes and interfaces | decoration, glazing and adjustment responsibility | finish references and surrounding-work details |
Download the doors and hardware bid exclusions 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
- Give each interface a status: included, excluded, by others, optional or unresolved. Name the responsible party only when that allocation has been confirmed.
- Separate a factual scope exclusion from an assumption about site conditions. Explain what information would resolve the assumption.
- Check exclusions against approved schedules, confirmed openings and resolution of electrical or access-control interfaces. An omitted prerequisite can affect timing as well as price.
- When the scope changes, revise both the inclusions and exclusions. Keep the final offer aligned with the clarification record.
A scope gap worth discussing
Illustrative example — not a Build Accord client project
A hardware quote includes mechanical sets but excludes electrified components. Resolve each opening’s requirements before treating the proposal as a complete door package.
Apply this to your decision: A responsibility matrix that makes gaps discussable before selection, with no assumption that a blanket exclusion overrides project requirements.
Using this in the US and Canada
For a project in the United States
Record the state, local jurisdiction and actual service area. For federal notices, use SAM.gov Contract Opportunities and check the individual notice’s stage and instructions. A prime-contract notice is not automatically a subcontract invitation.
For a project in Canada
Record the province or territory, municipality and actual service area. Use CanadaBuys tender opportunities as one public-procurement source, then read the issuer’s documents and submission route. Do not assume it lists every private construction package.
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 doors and hardware subcontractor bid proposal checklist. For the other side of the conversation, see the doors and hardware project scope 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.