> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/prequalify-screen-contractor.md).

# Prequalify / Screen Contractor

After a contractor request is submitted, the designated reviewer conducts an initial assessment to verify that the contractor meets baseline eligibility and compliance requirements.

<figure><img src="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/WcclT1GZa1wFoqjEUSsQ/CON-V16-Contractor-Initial-Review.png" alt=""><figcaption></figcaption></figure>

<details>

<summary><strong>Accessing the Task</strong></summary>

The **Prequalification / Screening of the Contractor** task can be accessed through any of the following:

* The **To Do** module.
* The **Notification Panel** (via the **Notification Bell**).
* The **direct link** provided in the email notification.

</details>

***

{% stepper %}
{% step %}

### Confirm Prequalification Requirements

Verify that the contractor satisfies all prequalification criteria.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td>✅  <strong>Business Registration / Legal Status</strong></td><td>Business registration and legal details are accurate and up to date.</td></tr><tr><td>✅  <strong>Regulatory Certifications / Trade Licenses</strong></td><td>All required certifications and trade licenses are valid.</td></tr><tr><td>✅  <strong>Insurance</strong></td><td>Insurance coverage is sufficient, including general liability and workers’ compensation.</td></tr><tr><td>✅  <strong>Financial Stability</strong> <em>(if applicable)</em></td><td>Documentation demonstrates financial capacity to complete the contracted work.</td></tr></tbody></table>

{% hint style="info" %}
Most fields in this form are **read-only**. Editable fields function the same as in the [New Contractor](/interfacing-help-files/interfacing-help-files-fr/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/create-new-contractor-request.md) form.
{% endhint %}

***

{% endstep %}

{% step %}

### Check Scores

Verify that the contractor’s section and total scores meet the minimum thresholds defined by organizational guidelines.

<figure><img src="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/B93meCepwHloYnBm5Mm4/CON-V16-Contractor-Initial-Review-1.png" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
For more information, refer to the [**Scoring Framework**](/interfacing-help-files/interfacing-help-files-fr/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/evaluate-contractor-response/scoring-framework.md).
{% endhint %}

***

{% endstep %}

{% step %}

### Review Assessment Questionnaire

Review each contractor response and provide feedback as needed.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td>📌  <strong>Contractor Response</strong></td><td>Verify that all required information is complete, accurate, and consistent.</td></tr><tr><td>📌  <strong>Review Comment</strong></td><td>Record observations, discrepancies, or items requiring follow-up.</td></tr></tbody></table>

<figure><img src="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/D13AxXIiLTdGszxyb1Xn/CON-V16-Contractor-Initial-Review-2.png" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Assign Evaluator

Select the [user, role, or group](#user-content-fn-1)[^1] responsible for performing the evaluation.

<figure><img src="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/HBmaDmG9wG3OqMhc731O/CON-V16-Contractor-Initial-Review-3.png" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Finalize Review

Use the buttons at the bottom of the form to take the appropriate action:

* **Reject**: Click to reject the request if minimum criteria are not met.
  * This concludes the **Contractor Management** workflow.
* **Send for Evaluation**: Click to submit the request to the assigned evaluator for [further assessment](/interfacing-help-files/interfacing-help-files-fr/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/evaluate-contractor-response.md).

***

{% endstep %}
{% endstepper %}

***

[^1]: 💡 **For Administrators:**

    Manage the options that populate the **Evaluator** dropdown in:

    **Library** > [**Organization**](https://interfacing.gitbook.io/interfacing-help-files/~/changes/557/process-analysts/organization-management/creating-and-editing-organization-objects).

    Only **active** users, roles, and groups will appear in the dropdown.


---

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