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  • RFPManager User Help for Managers/Directors

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  • To create a new Funding Opportunity click Create a new Funding Opportunity

  • Enter the details of your event
    • Organization: Choose a funding organization from the drop-down
    • Choose a Name for the Funding Opportunity, something similar to: ’Topic’ Funding Opportunity 2017
    • Proposal Review Only: Check this box if you are not accepting SOIs and applicants will only be submitting proposals. 
    • Event Dates: The full time-period for the entire funding opportunity (SOI submissions to announcement of funding) – these dates will remain the same throughout the RFP process.  Start should be a date on or before the release of the RFP solicitation/announcement and End should be a date after full proposers are notified of intent to award).
    • SOI Submission Period:  These dates should reflect the time period for which applicants are able to register and submit an SOI into RFPManager. Start should be the opening date of the RFP (probably the date of the release of the RFP solicitation/announcement) and End should be the deadline date for SOIs.
    • Proposal Submission Period: These dates should reflect the time period for which applicants are able to submit a full proposal into RFPManager. Start should be the date that full proposals are requested from accepted SOI applicants and End should be the deadline date for proposals.
    • Extended DMP Edition Period: This date can be set to the same date as the Proposal Submission Period End Date. This date is used if needed for additional time for the applicant to edit their DMP, and can be edited at a later date in the RFP process.
    • Add a Description of the funding opportunity in the text box
    • Attach any related documents by using the Upload file button at the bottom left of the text box
    • Click Create at the bottom left to complete your funding opportunity

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  • Make sure you do not initiate the review event until AFTER the SOI or Proposal submission period has CLOSED!

  • Click on Proceed to the Funding Opportunity list

  • Navigate to your funding opportunity

  • Click Applications at the bottom of the page

  • Click Initiate SOI Reviews or Initiate Proposal Reviews depending on which stage of the process you are in

  • After clicking the Initiate button, you will be taken to the Review Event

  • Edit the information as necessary

  • Make sure to edit Submission Dates to reflect the time period that you want reviewers to be able to access the SOIs or proposals

  • Click Update when finished

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  • To edit the Reviewer List or add a reviewer to the list, click on Settings on the Review Event Page

  • Then, click on Manage Reviewers under the "Reviewers" box on the right

  • To edit a reviewer, click on the Id # to the left of a reviewer’s name, and then click Edit

  • Edit any fields needed, then click Update

  • To add a new reviewer, click on Add New Reviewer at top of page just below the title

  • Add all of the new reviewer's information, then click Create

          Note: It is recommended that you do not delete reviewers from the list! To remove a reviewer from the reviewer list, do not delete, but instead make them unavailable.

  • To do this, click the ID number left of the reviewer

  • Click Edit

  • In the reviewer edit screen un-check the box beside "Available"

  • Click Update to save any changes

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Accept/Reject Process for SOIs and Proposals

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  • If you need to edit the "Submission Dates" - click on Edit at the bottom of the event page; change the "End" date for the submission period to the current date and time

          Note: After you have changed the date, click Update at the bottom of the page.  DO NOT CLICK DELETE! 

  • Make sure you are in the Funding Opportunity event on the Review page; it will say "SOI Reviews" or "Proposal Reviews" at the top of the page after the title of the event

  • If you are completing these steps for the SOI stage, make sure the Submission Dates for the funding opportunity are correct! The email generated by RFP Manager for Accepted SOIs will automatically include the Due Date for proposals based on the End Date for the Proposal Submission Period.

  • If you need to change the dates, click Update to save

          Note: After you have changed the date, click Update at the bottom of the page. DO NOT CLICK DELETE!

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  • Go into the Funding Opportunity you setup

  • Click on Applications

  • Click Accept or Reject beside each SOI or proposal you are reviewing

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  • Edit/Send the Accept/Reject Email.  (it is not necessary that you send the email at this point, but you have the option).  Click on the back button if you do not wish to send an email message.  Choose Send to send the email. 

  • Email Changes can be made on the “Settings” Page located in the Default Text Box.  Click on the appropriate email message you wish to edit. 

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  • Go into the Funding Opportunity page (Click on Funding Opportunity List in the menu bar at the top of the page)

  • Make sure you are logged in! 

  • Click on the name of your event in the list

  • Click on Reports

  • You will be taken to a list of Reports for the funding opportunity, a description of the reports is below

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How to Email Registrants Using the Applications Report

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  • The Email Registrants feature is available at any time during the RFP process and can be used to send additional emails to registrants as needed 

  • Select the Applications report and scroll to the bottom of the page

  • After scrolling to the bottom of the page, select the Email Registrants link from the menu bar

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  • Registrants can also be emailed separately by checking the box next to the registrant’s name(s)

  • After the appropriate boxes have been checked, select the Send Email link at the bottom of the page

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