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Procore

Respond to a Prequalification Change Request

Objective

To respond to a prequalification change request.

Background

When a solicitor requires more information or attachments from a company, they will create a change request that sends an email to the company with the specifics of what is needed.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level or higher permissions to the Prequalification Portal tool.
      Note: Once a user is invited to prequalify, their permission will automatically change from 'None' to 'Read Only' on the Prequalification Portal tool.
  • Additional Information:
    • If the prequalification email has been forwarded to you, you will not be able to access the prequalification form.

Steps

  1. Open the Prequalification Change Requested email.
  2. Review the request and gather any necessary information or attachments.
  3. Click Go to Procore.
    You will be directed to your prequalification form.
    Note: At the top of the prequalification form page, there will be a banner with the change request information that you can View.
  4. Update your prequalification form with the requested information.
  5. Click Submit.
  6. In the 'Submit Prequalification?' window, review the information and mark the checkboxes confirming you understand.
  7. Click Submit.

 

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