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. Click Activities > RFP > 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 Page Actions > Add RFP:
3. Here, add the RFP details and then Click Save to create the RFP.
Sending RFP Requests to Vendors:
1. Edit the Existing RFP:
2. Select the corresponding Vendor(s) to send the RFP and click Send Email flag. Once those are selected, click the "Send Email" icon to complete the sending.
Reviewing Bids:
1. 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.
2. Once that email has been received and sent back to uManage, 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.
3. Here, each Bid can be reviewed and voted upon by clicking the "Review" icon.
4. This window will allow for the property manager to make the final decision of Approval (Accepted) or Denial (Declined). Once that is selected, click Save:
RFP on Board Portal:
1. To enable the RFP to appear on the Board Portal, Click the Portals >Board Portals > Then selected 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 for this Association. The "Status" Filter can be used to locate only the Open/Closed/Hold/Awarded RFPs.
