Skip to Topics in This Article
- Edit a Bid or RFP
- View a Bid or RFP
- Copy a Bid or RFP
- Publish or Unpublish a Bid or RFP
- Award a Bid or RFP
- Delete a Bid or RFP
- Basic Information Fields
- Bids & RFP Information Fields
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Create a Bid or Request for Proposal (RFP)
- Expand Create Other
- Click Create Bid/RFP
- Title the page
- Select the appropriate Microsite
- Complete the remaining Basic Information fields, if desired
- Select the Bids & RFP Information tab
- Set the Bid/RFP Status to Open
- Complete the remaining Bids & RFP Information fields, if desired
- Add additional content, if desired
- Add File(s)
- Add Image(s) or Video
- Add a Webform
- Complete the Publishing options
- Click Save
Edit a Bid or RFP
- Navigate to the desired page
- Click Edit
- Make the necessary edits
- Publish the Bid or RFP
- Click Save
Copy a Bid or RFP
- Navigate to the desired page
- Click Clone
- Make any edits as necessary
- Publish or Unpublish the page as desired
- Click Save
Publish or Unpublish a Bid or RFP
- Navigate to the desired page
- Click Edit
- Select the Publishing tab
- 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
- Click Save
Award a Bid or RFP
- Navigate to the desired page
- Click Edit
- Select the Bids & RFP Information tab
- Set the Bid/RFP Status to Awarded
- Fill in the Bid/RFP Awarded To field
- Ensure that the Bid/RFP is published
- Click Save
Delete a Bid or RFP
Important Note
Only Site Admins can perform this function. This action cannot be undone.
Instructions
- Navigate to the desired page
- Click Delete
- Click Delete to confirm deletion
Note: This action cannot be undone
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
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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