Procurement RFP Package - Send Bid Invitations to Vendors

Once subs and suppliers have been added to the RFP Package and items documented, Bid Invitations are then sent via email to the vendors. The Bid Invitation email will contain an auto-generated hyperlink allowing the sub or supplier to access the TeamLink portal which will show the details of the RFP Package and any files (eg. drawings and specs) that have been uploaded. The hyperlink will be unique for each vendor so they will not know who they are potentially competing against.

In addition, the TeamLink portal will provide vendors the ability to submit an overall response (ex. reviewing plans, bidding, not bidding etc.) and submit their item pricing. Thus, the portal will alleviate the need to submit pricing via fax or phone and provides project managers and accounting staff a streamline process of analyzing bids.

Send Bid Invitations Via Email

1. With the Procurement RFP Package details form open, Click the 'Send Invite' button at the top right.
2. Select the email template in the popup form.
3. Click the 'OK' button.
4. Navigate to the Linked File Attachments section.
5. Important: Make sure the 'Grant Access' field is checked for any file listed in the grid that needs to be shared via the TeamLink Portal.
6. Optional: Navigate to the Email Upload Attachments section and select up to two files from your local workstation that will be attached to the email.
7. Click the 'Send Email' button at the bottom of the form.