A Proposal is an offer to perform work and/or supply goods in response to a RFP.

Users wishing to respond to RFPs Prepare and Submit Proposals from the Proposal tab of the Project they are following.

Managers use their Proposals tab to:

  • Show a List of Submitted Proposals
  • Acknowledge Receipt of a Proposal
  • Open individual Proposals
  • Award work/supply to the Responder of one of the Submitted Proposals.

Of course, Responders cannot see any Proposals other than their own; however, they do see a Count of Submitted Proposals.

Before work/supply may be Awarded, the Manager must Prepare and Freeze a Letter Of Intent (LOI).

After Award:

  • The Responder who is awarded work/supply sees the LOI on his Proposal screen, below his Proposal Document
  • Other Responders see a Regrets phrase.


 

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