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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.