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Administrator Guide
Last Updated: 2023-06-23
Add a Request for Proposal

Add a Request for Proposal

You can create a new request for proposal (RFP) to send to vendors for bidding.
  1. From the header, select
    Statement of Work
    Requests for Proposal
    .
  2. Click
    New RFP
    .
  3. Complete the required fields to fill out basic information for the RFP.
  4. Click
    Save
    .
  5. Select
    Add Requirements
     from the
    Next Steps
     section.
  6. Click
    Add a New Section
    . As you complete the section, consider:
    Option Description
    Knockout Requirement
    When selected, the requirement is included in the knockout criteria of the RFP.
    Add Another Requirement
    Include another requirement within this section.
    Mark as Confidential
    When selected, all responses in this section are visible only to RFP managers.
    Response Required
    When selected, the vendor must respond to all requirements in the section.
  7. Select
    Add Vendors
     from the
    Next Steps
     section on the
    Overview
     tab.
  8. Select the vendors who can bid on the RFP.
  9. Click
    Save
    .
  10. (Optional) Add and review documents.
  11. (Optional) Review the Vendor RFP experience.
    See Request for Proposal – Vendor Guide.
  12. Click
    Send to Vendors
     from the
    Next Steps
     section.
    You can't unsend the RFP to vendors.
Workday VNDLY changes the RFP status to
Sourcing
 and sends an invite notification to each vendor. You can see whether the vendors accept or reject the invitation in the
Vendors
 section.
The RFP will remain in
Sourcing
 status until either:
  • The
    Vendor Proposals Due
     date.
  • All vendors who RSVP-ed yes have submitted their proposal.