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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create and Manage Bids or Request For Proposal

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Create a Bid or Request for Proposal (RFP)

  1. Expand Create Other
    The button labeled Create Other with a plus sign.
  2. Click Create Bid/RFP
    The button labeled Create Bid slash R F P.
  3. Title the page
    The text entry field labeled Title.
  4. Select the appropriate Microsite
    The dropdown menu labeled Microsite.
  5. Complete the remaining Basic Information fields, if desired
  6. Select the Bids and RFP Information tab
    The left-hand navigation tab labeled Bids and R F P Information.
  7. Set the Bid/RFP Status to Open
    The dropdown menu labeled Bid slash R F P Status.
  8. Complete the remaining Bids and RFP Information fields, if desired
  9. Add additional content, if desired
  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
  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
    The left-hand navigation tab labeled Publishing.
  4. Complete the Publishing options
    The Published toggle, Unpublish on fields, and Publish on fields.
    • 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
      The calendar icon in the Publish on field, and the selected date in the calendar menu.
    • Unpublish On: Manually select or type a date and time to automatically unpublish the event
      The calendar icon in the Unpublish on field, and the selected date in the calendar menu.
  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
    The left-hand navigation tab labeled Bids and R F P Information.
  4. Set the Bid/RFP Status to Awarded
    The option labeled Awarded in the Bid slash R F P Status dropdown.
  5. Fill in the Bid/RFP Awarded To field
    The Bid slash R F P Awarded To Text Entry 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, and the page cannot be recovered. It is recommended that the page be unpublished rather than deleted.

 

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

The text entry fields and dropdown menus in the 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
    The URL labeled 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 and RFP Information Fields

The dropdowns and text entry fields in the Bids and R F P 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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