Start with the decision
Use millwork exclusions to make responsibility clear, not to hide essential work in fine print. The interfaces most worth discussing include countertops, appliances, plumbing connections, electrical work and wall backing. 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 millwork resource hub.
Create a responsibility matrix
| Package | Boundary to classify | Reference to check |
|---|---|---|
| Cabinetry and assemblies | fabrication, hardware and assembly inclusions | item schedule, drawings and finish references |
| Countertops and finishes | countertop supply, finishing and separate-trade boundaries | material selections and junction details |
| Installation interfaces | delivery, fixing, service connections and making good | backing, services and access information |
Download the millwork 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 shop information, finish selections and confirmed site dimensions. 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 reception-desk proposal excludes the countertop carried by another bidder. Align the assembly and installation boundaries before comparing the total.
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 millwork subcontractor bid proposal checklist. For the other side of the conversation, see the millwork 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.