Vendor Bid Submission

The Request For Proposal (RFP) module allows vendors to view project scopes, review property-related documentation, and submit detailed pricing bids directly to clients. This guide covers the end-to-end process for a vendor to review an active RFP and submit a formal bid.

1. Locating the RFP

    To view current project invitations and active RFPs:

• Select "Request For Proposal" from the left-hand navigation menu (marked 1).
• Browse or search for your active invitations in the main window. Click on the specific RFP title (e.g., landscaping 7/5/26) to open the project workspace (marked 2).

2. Reviewing Project Specifications

    Once inside the RFP section, you will find high-level details regarding the project scope.

• RFP Details: Review key project information, including the Scope of Work (SOW), important RFP dates and timelines, current RFP status, service type, and any available attachments such as sample service agreements, insurance requirements, and vendor response sheets.

• Navigation: To see the individual properties included in this proposal, scroll down past the summary box to access the detailed table.

3. Navigating the Properties Table

• An RFP may include a single property or a portfolio of multiple sites.
• To interact with all management tools and submission fields, locate the horizontal scrollbar at the bottom of the property table and scroll to the rightmost edge.

4. Reviewing Property Documentation & Accepting the RFP

    Before placing a bid, you can review any supplementary files or specific requirements uploaded by the client.

• Click the three-dot menu on the right side of a property row.
• Select Property-Related Docs from the context dropdown to view the detailed Scope of Work (SOW), site maps, or requirements.
• Once you have finalized your evaluation, open the menu again and click Accept to signal your intent to bid (or Reject if you cannot fulfill the project).

5. Launching the Bid Submission Form

• After accepting a property's proposal, your workspace status will update, enabling the pricing entry interface.
• Click the three-dot menu on an accepted row.
• Select Submit Bid to open the formal pricing sheet.

6. Filling Out Pricing & Documentation

The Vendor Bid Submission page allows you to submit pricing and separate documentation for every site within the proposal.

• Total Cost: Enter your final, all-inclusive bid amount in the provided numeric field for each property.
• Document Upload: Click "Choose files" or use the upload icon to attach individual quote breakdowns, project schedules, or compliance certificates unique to that property.
• Viewing Uploads: Use the View icon next to the file column to review your attached files before submission.
• Form Actions:
  • Save as Draft: Save your entered amounts and files to return and modify them later.
  • Submit: Send the completed bid package directly to the client for evaluation. Once submitted, the bid cannot be altered.