Confluence Retirement

In an effort to consolidate USGS hosted Wikis, myUSGS’ Confluence service is scheduled for retirement on January 27th, 2023. The official USGS Wiki and collaboration space is now SharePoint. Please migrate existing spaces and content to the SharePoint platform and remove it from Confluence at your earliest convenience. If you need any additional information or have any concerns about this change, please contact myusgs@usgs.gov. Thank you for your prompt attention to this matter.
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  • Click Edit.
  • Click Update to save changes.
  • Changes will be lost when you click Cancel.


RFP Stages

Note: The stages are in sequential order. Each stage must have the previous stage completed to move on. Access though RFP list and specific RFP you are moving.

1 - Setup - setup in progress.

2 - Proposal Submissions - At this stage you are able to submit proposals.

To start Proposal submissions:

  • From the RFP show page click Open Proposal Submissions.
  • Click OK to move this RFP to the next Stage to allow Proposal Submissions.

3 - Submissions Verification – All proposals need to be registered or canceled.

To start Submissions Verification:

  • From the RFP show page click Verify Submissions.
  • Click OK to close the Proposal submission window and start the verification of submissions Stage.

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  • You may move the RFP to Projects Live, this will skip the review process.
  • From the RFP show page click Project Live.
  • Click OK to move this RFP to Projects Live Stage.
    Note: This will apply funding decision to all Proposals: partially and fully funded Proposals will be accepted, not funded Proposals will be rejected.


4 - Individual Review - All submissions are verified.

To start Individual Review:

  • From the RFP show page click Start Individual Review.
  • Click OK to close the Proposal submission window and start the verification of submissions Stage.
  • Notifications are sent to Reviewers notifying them of proposals to review.
    Note: If you add reviewers after the phase starts they will not be auto notified.
  • Reviewers are able to edit their assigned proposal review page in this stage.

5 - Review Verification – All individual reviews are complete.

To start Review Verification:

  • From the RFP show page click Close & Verify Reviews.
  • Click OK to end individual reviews.
  • If you need to reopen the Individual Review stage click Start Individual Review.
  • Click OK to open this RFP's Proposals to individual reviews.


6 - Group Review - All proposals are registered and individual reviews are completed and verified.

To start Group Review:

  • From the RFP show page click Start Group Review.
  • Click OK to move this RFP to the Group Review Stage.

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To see the Group Review Show page:

  • From the RFP show page click on Proposal List… 
    Note: This is the place where you’ll look at the reviews together during the meeting. This will show you an overview of the proposals and how they were reviewed.
  • To see the breakdown of how each person voted click on the number (example 4/4) in the Review column.
  • Previous Score vs Score.
    • Previous Score is the score that was present at the end of the Individual Reviews.
    • As Reviewers make changes to the scores during the Group Review these are reflected in the Score column.

7 - Admin Review - Final admin review.

To start Admin Review:

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  • From the RFP show page click Start Admin Review.
  • Click OK to move this RFP to the Admin Review Stage.
  • During the admin review, managers can make adjustments to the scores provided by reviewers.

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    • From the RFP show page.
    • Click on the Proposal List…
    • Click on the number (example 4/4) in the Review column.
    • Click on the name of the reviewer you wish to change.
    • Click Edit.
    • You can make changes to any field, including fields related to the original criteria.
    • Click Update to save your changes.
  • You can click Apply Funding Decisions.
  • Click OK to apply funding decision to all Proposals: partially and fully funded Proposals will be accepted, not funded Proposals will be rejected.
  • You will be taken to the Proposal List, you will be able to adjust any of the proposals before going live.
  • Proposal will have individual Accept Proposal and Reject Proposal buttons.
  • Click Accept Proposal (funded) or Reject Proposal (not funded) in EACH proposal individually.
  • All Proposals need to be moved to accepted or rejected.

8 - Projects Live - All projects on-going.

To move to Projects Live:

  • From the RFP show page click Projects Live
  • Click OK to apply funding decision to all Proposals: partially and fully funded Proposals will be accepted, not funded Proposals will be rejected.
  • Promised deliverables are added.
  • Deliverables are reviewed on each accepted proposal.

9 - Closed ■ - All projects are closed or completed.

To move to Closed:

  • From the RFP show page click Close RFP.
  • Click OK when you are sure you want to CLOSE this RFP.

10 - Cancelled ■ – Entering this will cancel all proposals associated with the RFP.

To cancel:

  • From the RFP show page click Delete.
  • Click OK when you are sure.
  • This can be done at any RFP stage.