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Administrator Guide
Last Updated: 2023-06-23
Concept: Responding to Requests for Proposal

Concept: Responding to Requests for Proposal

Once vendors have submitted their proposals to your request for proposal (RFP), there are several actions available.
You must have
rfp.edit
security permissions.

Responding to a Single Proposal

Select a single proposal by:
  • Using the
    Actions
    drop-down menu on the proposal.
  • Selecting the check box next to the proposal.
  • Opening the proposal and accessing the
    Actions
    drop-down menu directly from the proposal.
Action
Description
Review & Score
Only available through the
Actions
drop-down menu on the
Proposals
tab of the RFP. Enables you to review and score the individual responses.
Award
Enables you to select the vendor who wins the work outlined in the RFP. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action.
Reject
Enables you to reject the vendor proposal. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action.
Shortlist
Enables you to add the vendor proposal to a shortlist. Workday VNDLY sends an email notification with an optional message to the primary vendor contact on the proposal. You can't undo this action.

Responding to Multiple Proposals

On the
Proposals
tab for the RFP, you can select multiple proposals using the check boxes.
You can respond to multiple proposals.
Action
Description
Award
Enables you to select multiple vendor proposals. Those vendors win the work outlined in the RFP. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action.
Reject
Enables you to reject multiple vendor proposals. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action.
Shortlist
Enables you to add multiple vendor proposals to a shortlist so that you can evaluate them. Workday VNDLY sends an email notification with an optional message to the primary vendor contacts on the proposals. You can't undo this action.

Proposal Status

You can view the status of the proposals on the
Proposals
tab of the RFP.
Status
Description
Award
The vendor has won the work based on their proposal. You can't undo this action, and the proposal can't be rejected or shortlisted.
Reject
You rejected the proposal from the vendor. You can't undo this action, and the proposal can't be awarded or shortlisted.
Shortlist
The vendor proposal has succeeded in an initial round of selection. You can reject or award the proposal.