Create a Bid or {{glossary.RFP}}

Expand Create Other
Click Create Bid/{{glossary.RFP}}
Title the page
Select the appropriate Microsite
Complete the remaining Basic Information fields, if desired
Select the Bids and RFP Information tab
Set the Bid/RFP Status to Open
Complete the remaining Bids and 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 {{glossary.RFP}}

Navigate to the desired page
Click Edit
Make the necessary edits
Publish the Bid or RFP
Click Save

Copy a Bid or {{glossary.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 {{glossary.RFP}}

Navigate to the desired page
Click Edit
Select the Publishing tab
Complete the Publishing options
- Published: Check or uncheck the box to 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 {{glossary.RFP}}

Navigate to the desired page
Click Edit
Select the Bids & {{glossary.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, and the page cannot be recovered. It is recommended that the page be unpublished rather than deleted.

Instructions

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

Basic Information Fields

The text entry fields and dropdown menus in the Basic Information Fields

Title: Enter the title for the Bid or {{glossary.RFP}}
Microsite: Select the appropriate microsite
Summary: Enter a 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 and RFP Information Fields

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

Bid/{{glossary.RFP}} Status: Select the appropriate bid status
- Open: The bid is currently open for 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.

22 Advanced | Bids and RFPs (Request for Proposal)