Add a request for pricing (RFP) package manually

Step 1: Enter the general RFP package information

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select RFPs under the Procurement section.
3. Select Actions > Add Manually.
4. Optionally, update the Project number if needed.
5. Optionally, update the Prime Contract # number if needed.
6. Optionally, select the From Contact that is requesting the pricing.

   In most cases, this contact will be the Project Manager or a user from the accounting department.

   The From Company is set to the account name and cannot be modified.

7. Enter the RFP Package # and Title.
8. Optionally, update the Issue Date.

   The default value is today's date.

9. Optionally, enter or select the Bid Due Date and Time.
10. Optionally, enter the Work Scope, Inclusions, Exclusions, and Clarifications.
11. Select Next.

Step 2: Add vendors to the bidders list

1. Select one of the following vendor Views:
   • Add From ITB - Bidding Only: Includes companies that are listed in the project Invitaton To Bid (ITB) feature and have the Status set to Bidding.
   • Add From Master List: Includes all active companies listed in the Contact Management module.
   • Add From Bidder List: Includes all active companies listed in the Contact Management module that have the Bidder List option selected in their profile.
   • Add By Classification: Includes all active companies listed in the Contact Management module that are categorized using a classification system, such as the company type.
2. Optionally, use the Search field to filter companies and contacts, if applicable.
3. Select one or more vendors from the list as needed.

   You can also add vendors to the RFP package after it has been created.

4. Select Add & Next.

Step 3: Add the bid items

1. For each item, do the following:
   1. Update the Item # if needed.
   2. Enter a Description.
   3. Enter a Manufacturer.
   4. Enter a Manufacturer Part #.
   5. Enter a UPC.
   6. Enter a Qty.
   7. Enter a Unit.
      
2. Select Next.

Step 4: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the RFP package.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Finish.