Start by selecting the prequalification criteria you'd like to configure by using the drop down menu to make your selection
The prequalification criteria is split into 7 major categories:
- General
- Legal
- Capacity
- Insurance
- Safety
- Financial
- Bonding
Each of these categories contains one or more subsections to aid in organization
The questions in each section are split into 5 different types:
1. Yes / No Questions
These questions allow you to select which vendor response renders a pass, conditional, or fail grade
You can have a yes or no response fender the same grade such as Yes = Pass and No = Pass
2. Range Questions
These questions allow you to set a specific numerical value which acts as a threshold between one grade and another. In all cases, the threshold rounds up to the more favorable grade meaning in the image below a vendor response of $0 will receive a grade of Pass. This is also true in questions where the Pass / Fail preference is inverted, such as "Percentage of Work Subcontracted" in which a lower percentage is more favorable and the lower the numerical response the greater the chance of passing.
For range questions you can also add in a 2nd numerical threshold by clicking on the "+" next to the input box. This allows you to create a middle range between Pass and Fail where a vendor response will receive a Conditional Approval grade.
3. Upload Requirements
This question type requires the vendor to upload the necessary documents. It is a simple Pass / Fail question and does not allow you to set Supplemental Grade Review or change the grading logic
4. Information Collection
These questions are used to collect desired information from the vendor. It is a simple Pass / Fail question where the vendor will pass if they fill in the provided fields and fail if no information is entered. You are not allowed to set Supplemental Grade Review or change the grading logic for these question types
5. Trestle Collected Information
This are information fields that Trestle provides to the vendor to fill in. These fields do not contribute to the overall grade of the vendor's prequalification for your company and the vendor is not required to fill in the information to achieve completeness of their prequalification submission.
Questions can have 1 of 3 different Statuses:
1. Trestle Collected
Questions of this status are information and associated with the Trestle Collected Information Type. These questions cannot be graded or required to the vendor during submission
2. Collected
Questions with this status function in the same way as the type above, however these statuses can be changed to the Required state.
3. Required
Questions that have been changed from the Collected status to the Required status become part of the vendor grading logic. Only questions that are in this state are taken into account when grading a vendor's submission. Additionally, questions that are designated Required are also counted towards the overall completeness of a vendor's submission. All Required questions must be answered before a vendor can achieve a status of Complete on their prequalification submission.
