Creating an RFP

OWNER INITIATED RFP

Create an Owner RFP
  1. Go to Tasks > RFPs > View RFP List > Create Owner RFP or select from Owner RFP Tasks dropdown on RFP List Screen

  2. Fill in name and description > Next

  3. Add Item Cost > Select Cost codes involved

  4. Add Item Description 2, repeat a-c as necessary

  5. Return to RFP List

RFP List Screen

Request Sub Vendor Pricing

  1. Click box next to Owner RFP > Request Sub/Vendor Pricing

  2. Check box next to subs and vendors > Send checked RFP invites > Send RFP invites

  3. After Sub/Vendor pricing has been submitted

    1. View Sub/Vendor pricing: Click blue > click blue $ amount > select item from drop down.

    2. Select circle to the left of selected vendor > Save

  4. To incorporate Sub/Vendor pricing in Owner RFP:click blue > click Export Sub Pricing to include in Owner RFP

  5. To add GC costs, input pricing for subs and vendors, or adjust price to Owner, click on blue RFP number, make desired adjustments > Save.

  6. Post on site to Owner and Architect

    1. Return to RFP List > Click > Post on Site > check appropriate boxes > Post Notify RFP. The Owner and Architect will receive email notification and can log in to approve or reject the RFP

GC INITIATED (SUB/VENDOR ONLY) RFP

Create Subcontractor RFP
  1. Go to Tasks > RFP's > Sub RFP tasks > Create sub RFP's

  2. Type name

  3. Choose Sub or Vendor

    1. Subcontractor with a contract – choose Sub name from drop down

      1. Type description

      2. Next

      3. Add item 1 cost

        1. Choose sub cost code, click arrow to move to right column

      4. Add Division Items

    2. Vendor or Subcontractor without a contract

      1. choose GC name from drop down

      2. Type description

      3. Next

      4. Add item 1 cost

        1. Choose material cost code, click arrow to move to right column

      5. Add Division Items

  4. Return to RFP List

  5. Check box

  6. Request Sub/Vendor Pricing

  7. If material item, click blue text > invite vendors

  8. Check box next to subs or vendors > Send checked RFP invites > Send RFP invites

Video Tutorial for Creating RFP's