Credentials tab fields will be renamed for Vendor Capacity Assessment

[HannahCastro]

Is your feature request related to a problem? Please describe. PASS serves as a vendor database but it mostly consists of basic vendor information and documentary requirements. Upper management needs a platform where they can include the assessment for a vendor's capacity (most especially for contractors). This information will be used during bidding.

Describe the solution you'd like For V1.0, we will use the existing Credentials tab. In the current process, the Accreditor Reviewer will encode their client checking results in the page. For our proposal, we will rename the headers. And instead of free text fields, we will provide the criteria that will be encoded already. User will now just have to input their rating. Please see attached file below as reference to the criteria we have discussed internally. @VCI-Jojo please let us know how many we can include so we can provide final criteria and name of the headers. Initial header name discussed was "Vendor Capacity Assessment".

Describe alternatives you've considered For V1.1, we may request for a separate module for this that will be more comprehensive.

Additional context Vendor Capacity Assessment.xlsx

[HannahCastro]

@VCI-Jojo Please see file for the final list of criteria that will be used. Updated Credentials Tab Requirement.xlsx

Our understanding is that each field will have a name/header (Column A). A sample is indicated in the file as well. Then, in the free text field, the user will indicate their findings based on Column B. If it is possible to show the description in the field, that will be better.

[HannahCastro]

@VCI-Jojo This is the list of the final criteria that will be shown in this tab:

• Financial Standing
• Contracting Capacity
• Reputation (Company Profile)
• Reputation (Client Feedback)
• Declared Asset/Warehouse and Production Facility
• D&B Composite Rating
• Filinvest Post-Mortem Score (Construction)
• Filinvest Post-Mortem Score (Property Management)

Instead of 1 to 5, it will be the following instead: N/A - Not Applicable 1 - Very Poor 2 - Poor 3 - Good 4 - Excellent

When a certain criterion is scored as N/A, it shouldn't be included in the final score for the Credentials tab. For now, overall score will be an average of all the items scored. Example:

• Financial Standing - 3
• Contracting Capacity - N/A
• Reputation (Company Profile) - 4
• Reputation (Client Feedback) - 3
• Declared Asset/Warehouse and Production Facility - 3
• D&B Composite Rating - N/A
• Filinvest Post-Mortem Score (Construction) - N/A
• Filinvest Post-Mortem Score (Property Management) - N/A Since only 4 items were scored, these will only be considered for the overall score.

[HannahCastro]

Field headers in Credentials tab are not yet renamed.