Once you accept an RFP, you now have a Proposal to enter information within, and submit to your client for bidding purposes.
Only Admins and Project Executive account types can create a proposal. For employees without this account type, they must be assigned to the proposal or project after it is started.
Navigate to the Proposals dropdown from the left hand navigation > click Proposals tab. Here you will see all the Proposals you are assigned to within your company's workspace.
Pro-Tip: to quickly create a proposal that is structured the same way as a previous project's proposal, select a proposal from the list > click Actions in the upper-righthand corner > click Duplicate. You can duplicate existing proposals only using local RFPs. Once you confirm, navigate back to the list of proposals. The duplicated proposal will be named the title of the local RFP you selected. From there, update the proposal's name then you can choose to Create a Project from the proposal.
Click Create New Proposal
Choose between creating the proposal from an RFP from List or having No RFP:
RFP from List: if you have been sent a RFP from a client on the Ingenious platform or added an RFP within the RFP tab, select this option > click the RFP
Choose No RFP: select this if the RFP was sent to you outside of the Ingenious platform and there is no RFP created in your workspace
Note: for this instruction guide, we will select Choose No RFP and enter in the Internal ID, Project Name, Client Company, and Contact.
Enter Proposal Summary
The first tab is the RFP Summary. Here, you can enter or edit the Project Name, Insurance Requirements for RFP, Assign Team Members, Add Important Dates, and Project Location.
Note: if this proposal turns into a project, the summary details will transfer into the Project Summary page of that project.
Upload Received RFP Files
The next tab is the Received RFP Files. Here you can upload Drawings, Specifications, or any other files you may have received from an RFP.
Enter Budget / Fee breakdown
On this tab, you can enter the budget and fee breakdown for the Proposal. To add a Quoted Item, click Add Quoted Item in the bottom left corner. You can add a name for this Quoted Item, then enter your Fee and Markup.
Enter Scope of Work
On this tab, you'll enter in details regarding the Scope of Work for this Proposal, including Reference Title, Type of Service, Project Type, Project Scope, Assumptions and Exclusions.
The four tabs above are the only required steps, however, there are more options to include information within your Proposal by navigating to the drop-down menu at the top. This includes:
Exhibits – Here, you can upload Exhibits related to your Proposal.
Proposals: Bid Packages — You may create bid packages and send them out to vendors, and include their pricing within your bid.
Hourly Rates — You can add your Project Hourly Rates for each of your team members' roles (To add more roles, you can do so within the Employees module)
Project Team — You can include your proposed team members along with their work experience related to the Proposal here.
Similar Projects — You can include references to your past projects that are similar to this project you are bidding on here.
Planning — Here, you can specify your planned / proposed schedule to be included. The phases you specified within the Budget / Fee tab will auto-populate here. To edit the durations, double click on the green segment, or drag and drop as shown below.
Proposal Preview — Select this if you would like a preview of your Proposal.
Discussion / Bid Clarification — Here, you can communicate with the person who sent you the RFP.
Once you are finished with filling out the information required, you can now Submit if it is to an on-system client, or if it is off-system, you'll now have the ability to Start a Project!