How to submit a qualification

As a subcontractor, you may receive an invitation to submit a qualification for a general contractor. In this article, you'll learn how: 

- To find your qualifications
- To fill out qualifications
- To submit qualifications

You can also find answers to frequently asked questions about submitting qualifications. 

To find your qualifications

You can find prequalifications in the Qualifications Section in your BuildingConnected Account.

Click the stamp icon on the menu on the left-hand side to open the "Qualifications" section.

To fill out qualifications

You will see your open qualifications in the "Awaiting Submission" tab. Click “Open” on the qualification invitation you want to fill out.


In the left panel, you will see the different sections of the form. Sections with a green check mark are complete. Any incomplete sections will show the number of questions that have been completed so far. Click into a section to open it. 



Scroll down to see all the questions and fill out the entire section. Some questions may ask you to fill out specific fields, answer yes or no, or select from a drop-down menu. Some may ask you to provide a file. In this case, click "Choose Files" to upload the appropriate file from your computer. 

General Section Tips

• Question: "What is your company information?"
  
  For this question, your company name is pulled from your BuildingConnected profile. If you need to edit it, you can click "Edit" next to the field and it will take you to your BuildingConnected profile to update it there. This helps ensure that your profile on the BuildingConnected network is accurate for all companies to see.
  
  You will also be asked to provide your W-9. Click "Add New".
  
  
  
  Enter in the year the W-9 was signed and click "Choose files" to upload your W-9 document. 
  
  
  
  Click "Save". Once saved, the system will start scanning your W-9 to help automatically find company information that can be populated into your qualification.
  
  
  
  When the file is scanned, you will get a successful message or a failure.
  
  If successful, the system will check against the data in the fields below and suggest updated data from the W-9 if there's a difference and if not, it will just populate the fields. You can always overwrite the suggested data from the W-9 scan.
  
  The fields that will populate from the W-9 include: 
  
• Company Tax Name
• Doing Business As
• Tax Type
• Tax ID
  
  
  
  Note: If the scan processes the file but finds no valid data, you will see a message stating that the scan was successful but no valid W-9 data was found.

Overall Qualification Tips

• Hover over the checkmarks at the top to see a specific question and click to navigate directly to it.
• Sometimes, the company asking for the prequalification may provide example files or tips in a document for how they want you to fill out that specific question. If available:
  
  • For tips, click on the blue question icon next to the question.
  • For file examples, click on "View Example". The file will open in a new window.
• Click "Next Section" at the top-right corner or the section name in the left panel to navigate through sections.
  
  

To submit qualifications

Before submitting, navigate to the "Review" section. In the Completed section, you can click to expand sections of the qualifications and review it. 

Any incomplete required questions will appear immediately at the top. Click "Complete Required" to navigate directly to that question to fill it out. 



Click "Submit" on this page when ready.

Note: The "Submit" button is also available on the left panel. It will turn blue and be actionable when all the required questions are complete.

After clicking "Submit, the client has received your prequalification. The questionnaire will move to the "Submitted" tab in your TradeTapp Invites. If you have any further questions such as the status of your qualification, reach out to the client directly.