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Procurement Solicitation Template

[Title of solicitation]

Directions:

  1. Copy this document to a new draft (use the menu to the right)
  2. Update the title from Procurement Solicitation Template to the solicitation number (eg RFP 45FY24)
  3. Update the permalink to the number without the title (eg 45FY24)
  4. Update the link to the Egnyte upload page
  5. Update the link to the Teams pre-conference meeting
  6. Complete the WYSIWYG section on the basics (title, point of contact, due date, etc) and delete the directions from that section
  7. Add any documents to the documents accordion and delete the directions from that section
  8. Add any dates to the offer tracking accordion and delete the directions from that section
  9. Add a new row to the wpDataTables table with the information, including a link to the new post using the permalink address
    • Type (RFP/RFQ/ITB, etc)
    • Title (format is URL||Title) (eg https://www.cnn.com||CNN)
    • Status (use the pull-down)
    • Number (without RFP/RFQ, etc)
    • Submission Deadline
    • Pre-bid conference (if any)
    • Award Date – leave blank
  10. Delete these directions
  11. Publish the post
  12. Confirm all looks good by following the links on the new row in the wpDataTable

 

Update the link below by using the pencil and pointing to the Egnyte folder for uploading the files

Delete this section (the Call to Action) after the contract is awarded

Submit Bid

Update the link below by using the pencil and pointing to the Teams meeting for the prebid conference

Delete this section (the Call to Action) after the contract is awarded

Attend Bid Opening

Description: [Title of Solicitation]

Due Date: [Date and time bids are due]

Award Date: TBD [Update this after award]

Awarded To: TBD [Update this after award]

Contact: [name and email of person handling the solicitation]

 

Update this section as the solicitation works its way through the process

Update the wpDataTable as it moves through the phases or things change

Documents

  • [Link to the ITB/RFP, etc]
  • [Link to information items]
  • [Link to addendum]
  • [Link to Intent to Award]
  • [Link to awarded contract]

 

Update this section as the solicitation works its way through the process

Offer Tracking

Offer Posted: [Date]

Pre-Bid Conference: [Date]

Bidding Closed: TBA [Date]

Bidding Reopened: [Date, if necessary]

Intent to Award: TBA [Date]

Awarded: TBA [Date]

Update this section as the solicitation works its way through the process

Update the wpDataTable as it moves through the phases or things change

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