Submitting/Withdrawing a Bid Response

Accepting Event Guidelines

Once you’re in the event page, you’ll be able to see the basic details and any guidelines that need to be accepted prior to starting the business process.

Screenshot of Guidelines

Click on the hyperlink to view event guidelines and check the box to certify you have reviewed and accepted the Guidelines.

Screenshot of Guideline Options

If you wish to decline the invitation select ‘Decline Invitation’ or if you want to change the ownership to someone else from your company, select ‘Change Ownership’.

Event Timelines

The Event Timelines section provides the time allotted for each phase of the event and it is available in Tabular and Gantt view. 

The Response Timeline is of critical importance to you. To be considered, your response must be submitted by the end date and time shown in the Response Timeline.

Screenshot of Timelines

Note: The names of the timelines displayed in the graphic will vary from RFx to RFx. 

Screenshot of Response Timer

The time remaining before the response period is closed displays in the upper right of the top bar as shown below.

Completing Questionnaires

Screenshot of Questionnaires

An RFX may have one or more questionnaires. You must answer all questions in each questionnaire before you will be allowed to submit your bid response.

Screenshot of Questionnaire Completeness

Make sure you answer all questions from the questionnaire. The Response Completeness indicator will help you keep track of your progress. When the indicator displays 100%, you are finished.

Screenshot of Questionnaire Upload and Download

You could also download the questionnaire and answer the questions offline and upload them back into CalUsource.

Completing Price Sheets

A price sheet includes a list of items specified by the RFx author. Suppliers can provide quotes for all or some of these items. Also, you can choose to complete the price sheet online, or download the sheet to work offline and upload it upon completion.

Screenshot of Price Sheets

Click on either the Price Sheet Name or the pencil icon to respond to the price sheet.

Screenshot of Price Sheet Bidding

Use the Attachments section to view documents the RFx author has uploaded for your review. You can also upload documents that support your response in the Supplier section.

Screenshot of Attachments

Submitting your Response

After you have submitted all RFx questions and completed the pricing sheets, you can submit your RFx response*.

Screenshot of Submit Response

Click the Submit Response button in the lower right of your screen and click Yes in the Confirmation message.

Screenshot of Status Change

Response Submitted will display in the top bar, or an error message will display describing the additional information required.

Withdrawing and Resubmitting your Response   

You can withdraw a submitted bid while the response period is open if: 

  1. you want to make changes to your response or, 
  2. you no longer want to be considered for an RFx.
Screenshot of Withdraw Responses

 

With the RFx displayed, click the Withdraw Responses button in the lower right of your screen, then click Yes in the Confirmation message.

Screenshot of Comments

Enter a reason for withdrawing your response in the Comments popup that displays.

Screenshot of Submit Response

 

Response Withdrawn will display in the top bar.                                                                                             

Make the necessary changes to your RFx bid and click Submit Responses to resubmit your bid. 

*Note: You must submit the response during the response timeline window. You will not be able to withdraw and respond again once the window has closed.

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