Guide to Participants of an RFI Before participating in the project you will need to review and accept the bidder agreement. (This is different from

Transcription

1 Guide to Participants of an RFI Before participating in the project you will need to review and accept the bidder agreement. (This is different from the initial agreement you see when you first log into isave)

2 Review the agreement and selec the appropriate radio button beneath the agreement and click OK. If you do not acceprt these terms you will be unable to participate in the RFI.

3 This will take you to the RFI Console. Several features are important. First is the countdown clock in the top right hand corner. This tells you how much time is remaining to complete the RFI and submit your responses.

4 The RFI will consist of several sections. You will see instructions posted by the buyer as well as any documents that may have been included for you to download. To access the document click on the document name and you will have the option to download one or all attachments. There will be various types of questions in the RFI. Text boxes and drop down boxes are provided for you to fill out the information. Anything marked with an asterisk is mandatory.

5 If you see the add comments/documents icon next to a question you can add documents or comments to that question. Click on the icon Add a comment and click on the Attach a File link to browse your hard drive and select the file you wish to upload.

6 Select the file you wish to upload and click Open

7 Notice the file name appears in the text box. Click OK to upload the file Any time you add an attachment you must add a comment. Notice there is an asterisk indicating this is mandatory. Below the comments box you will see the name of the file you attached. You can replace or update the file or delete it as appropriate by clicking on the appropriate link. Click OK to return to the RFI.

8 If you need to send a question to the buyer click Compose Message

9 Type in the question for the buyer and click Send If the RFI has a large amount of line items and questions you can export the data into an excel spreadsheet, update it and import it back into the RFI

10 Follow the instructions for import/export and Upload back into the RFI You may wish to save the RFI responses occasionally whilst you work. Saving simply saves your answers without actually sending your responses to the buyer.

11 After clicking Save the screen will refresh and you will see confirmation that your entries have been saved. You can log out of the site and when you access the site next time your data will be visible. Once you have completed your response you can click on the Submit Entire Response button

12 You will see a pop box verifying that you wish to submit the entire response. Click OK to submit. You will see confirmation that your response has been submitted

13 If you made any errors or the buyer requires additional information (see message board as this is how the buyer will communicate with you) you can edit your response by clicking on the Revise Response button. You will only be able to revise your response whilst the event is in Open Status. When the event has finished the countdown clock will be replaced with the words Pending Selection As soon as the event is in Pending you will be unable to edit your response and responses will be no longer accepted.

14 Guide to Participants of an RFP Before participating in the project you will need to review and accept the bidder agreement. (This is different from the initial agreement you see when you first log into isave)

15 Review the agreement and selec the appropriate radio button beneath the agreement and click OK. If you do not accept these terms you will be unable to participate in the RFI. The first step is to determine which lots or items you are interested in bidding on. Check the box next to those that you are interested in and Click Submit Selected Lots

16 This will take you to the RFP Console where you will now be able to enter your responses. Enter your responses to the questions, adding documents or comments where applicable. Below the questions are the lots or line items that you chose to bid on.

17 You will see your extended bid calculated on the far right (Price x quantity). Your total for all lots or items will be displayed to the right of the section heading. When you are finished entering all your responses you can click the save button at the bottom of the screen

18 If you forgot to answer any mandatory questions you will see a message indicating what you left out. Go back and complete these responses. Once the errors have been corrected you can resubmit your response.

19 You will see a message confirming that your response was submitted correctly. Just like in the RFI you may revise your response until the event is closed.