Use this page to assist in the process of adding/managing the RFPs within the uManage system. An RFP (Request For Proposal) is a business document that announces and provides details about a project, as well as solicits bids from contractors who will help complete the project.
To Add an RFP (Request for proposal):
1.Select the Activities tab > Select the Manage RFP tab >
2. Here, this window will show the various RFPs that have been created. To create a new RFP, click the Add RFP > (this is the location where the request details can be included into a given association)
3. Here, the appropriate RFP parameters are to be input and applied to a given association. Click Save to apply changes >
4. After the parameters have been entered, Select the corresponding vendor and click Send Email >
5. After the email has been sent, the vendor will receive the RFP email and from there they can add notes, documents, and submit the proposal from there.
6. Once that email has been received and sent back, locate that corresponding RFP and click the pencil icon> Under the Vendor section, the RFP has appeared under the selected vendor for the assignment. Click the View option >
7. Here, this window will allow for the property manager to make the final decision of approval or denial >
To Add RFP to Board Portal:
1. To enable the RFP to appear on the Board Portal, Click the Portal tab > Select the Board Portals option > Then, Manage Board Portal Features >
2. Make sure the box for Board RFP is checked to enable this feature on the Community Portal for board members (Note: The Community Permissions must also be active for the corresponding associations as well)
3. This will then allow the Board RFP tab to be accessible under the Board Portal icon>
4. Clicking the Board RFP will display the entirety of the RFP's that are currently Open >
