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Mini-Bid: Contractor Proposal Submission

Mini-Bid: Contractor Proposal Submission

Introduction

If requested in the Mini Bid set up. Contractors will follow these steps to submit their intent to propose. This process begins when the contractor receives an email from salesforce where you can access the Link to Proposal Submission.

Intend to Propose

  1. The Contractor verifies that an email is received that includes the Link to Proposal Submission.

  1. After the Mini Bid is created, the proposal solicitation link is activated.

    Contractors select Intend to Propose, then click Next to proceed to the Proposal Detail tab.

  1. The Proposal Details tab is now visible and the Proposal Name will be auto generated.

    Contractors enter in the Proposal Total in dollars.

    The contractor submits all required documents marked with a red asterisk by selecting Choose File.

    Lastly, they click Submit Proposal.

  1. The Contractor verifies the proposal has submitted successfully, then clicks All My Responses. 

If the particular Mini Bid is set up to receive more than one proposal, they can do so by clicking Submit Another Proposal. 

  1. A table will display all the projects that have been submitted.

    To submit another proposal the Contractor selects Submit Another Proposal.

Do Not Intend to Propose

  1. The Contractor verifies that an email is received that includes a Link to Proposal Submission.

  1. After the Mini Bid is created, the proposal solicitation link is activated.

    Contractor selects I Do Not Intend to Propose.

  1. The Contractor provides a brief statement as to why they do not intend to propose in the input box and clicks Save.