Creating a RFP allows users to ask for proposals that are needed for the project. There could be one RFP for one service provider or multiple RFPs for multiple service providers. When a RFP is submitted, it is received by the service providers and each one will submit a Proposal within the project itself. This gives you the opportunity to review and eventually accept proposals while in the scoping process.
⦿ How to Create a RFP Task
- Click the Add Task in Tasks List.
- Select RFP.
- Change email if submission goes to another address.
- If necessary, add Purchase Order
- Select a Trade
- Select a Priority
- Select a Category
- Provide a RFP Description.
- If necessary, add Attach Files.
- Click the Next button.
- Select service provider.
- Click the Submit button.
List of Settings in RFP Task:
- Task Dropdown Menu: Selecting a Task.
- Location: Project work location.
- RFP#: Automatically generated number.
- Created Date: Task creation date.
- Your Name: Project Manager name.
- Email Address for Submission: Email address for Project Manager.
- Purchase Order: If a purchase order is required.
- Trade: Dropdown menu to select trade.
- Priority: Level of importance for RFP.
- Category: RFP classification.
- RFP Description: Information relevant to the RFP.
- Due Date: Date for when RFP needs to be completed.
- Attach Files: Potential files needed for RFP.
Note: Once a RFP has been submitted, the project status changes from NEW or HAS SCOPED to SCOPING IN PROGRESS.
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