Create and Manage Bids or RFPs

Create a Bid or Request for Proposal (RFP)

1. Expand Create Other
   
   
2. Click Create Bid/RFP
   
3. Title the page
   
4. Select the appropriate Microsite
   
   
5. Complete the remaining Basic Information fields, if desired
6. Select the Bids & RFP Information tab
   
   
7. Set the Bid/RFP Status to Open
   
   
8. Complete the remaining Bids & RFP Information fields, if desired
9. Add additional content, if desired
   • Add File(s)
   • Add Image(s) or Video
   • Add a Webform
10. Complete the Publishing options
11. Click Save

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Edit a Bid or RFP

1. Navigate to the desired page
2. Click Edit
3. Make the necessary edits
   • Basic Information Fields
   • Bids & RFP Information Fields
   • Edit File(s)
   • Edit Image(s) or Video
   • Edit Webform
4. Publish the Bid or RFP
5. Click Save

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Copy a Bid or RFP

1. Navigate to the desired page
2. Click Clone
3. Make any edits as necessary
4. Publish or Unpublish the page as desired
5. Click Save

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Publish or Unpublish a Bid or RFP

1. Navigate to the desired page
2. Click Edit
3. Select the Publishing tab
   
4. Complete the Publishing options
   
   
   • Published: Check or uncheck the box publish or unpublish respectively
   • Publish On: Manually select or type a date and time to publish the event at a later date
     
   • Unpublish On: Manually select or type a date and time to automatically unpublish the event
     
5. Click Save

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Award a Bid or RFP

1. Navigate to the desired page
2. Click Edit
3. Select the Bids & RFP Information tab
   
4. Set the Bid/RFP Status to Awarded
   
   
5. Fill in the Bid/RFP Awarded To field
   
6. Ensure that the Bid/RFP is published
7. Click Save

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Delete a Bid or RFP

Important Note

Only Site Admins can perform this function. This action cannot be undone.

Instructions

1. Navigate to the desired page
2. Click Delete
3. Click Delete to confirm deletion
   Note: This action cannot be undone

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Basic Information Fields

• Title: Enter the title for the Bid or RPF
  
• Microsite: Select the appropriate microsite
  
• Summary: Enter a brief summary of the Event
  
  
  Note: This field is only available by clicking Edit Summary
  
  
• Body: Create the body of the Bid or RFP
  
• Short Description: Enter a brief description to appear in search results both on the site and in other search engines such as Google
  
  

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Bids & RFP Information Fields

• Bid/RFP Status: Select the appropriate bid status
  
  • Open: The bid is currently accepting bids
  • Closed: The bid is not accepting new bids
  • Awarded: The bid has been awarded
  • Canceled: The bid has been canceled
• Bid/RFP Reference Number: This optional field will be listed on the Bid or RFP itself, but will not be listed on the comprehensive Bids and RFPs page.
• Bid/RFP Due Date: Assign the date by which submissions are due
  Note: Once a bid or RFP is past its due date, it will automatically be set to a status of closed.
• Bid/RFP Awarded To: Disclose to whom the Bid/RFP has been awarded if desired.
  Note: This information will show up on the Bid or RFP itself

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