Entering RFP Pricing on Behalf of Contractor

This is a step-by-step guide for entering RFP pricing on behalf of a contractor

09 Oct 2024 By Jason Block

In this guide, we'll learn how to enter pricing on behalf of contractors during an RFP process. This is useful when contractors have not submitted their bids directly through Momentum. They might have sent it to you via email or another method, so you'll need to enter it manually. This will allow you to compare all the received pricing side-by-side on the bid review tab. This process involves accessing the contractor's page, editing the bid, and submitting the pricing and any exceptions they may have indicated.

Let's get started

This guide explains how a user, such as an owner or auditor, can enter pricing for contractors during an RFP process. On the bid review tab, you can see which contractors have not submitted their pricing directly.

Go to the desired project

Step #2: Click on the desired RFP — Click on the desired RFP

Step #4: Click on the contractor's name to access their individual page — Click on the contractor's name to access their individual page

Step #5: Click on "Edit Bid On Behalf Of The Contractor" — Click on "Edit Bid On Behalf Of The Contractor"

You can now enter the pricing on behalf of the contractor.

After entering all your pricing, add any exceptions to the terms they indicated, then click "Submit Bid."

Step #9: Click on "Submit Bid" — Click on "Submit Bid"

Step #10: Click on "Submit" — Click on "Submit"

Their pricing is now included, and you can see it on the bid review tab.

Step #11: Click on "CLOSE X" — Click on "CLOSE X"

That contractor's pricing is now included, and you're ready to review the bids.