1 Module 5.2 Responding to an RFx Design. Build. Ship. Service. Linnea Montgomery February 5, 2009

2 Module 5.2 Responding to an RFx Use this procedure as a Supplier to respond to an RFx in E-Sourcing. Select E-Sourcing URL to go To Log In screen. NOTE: You need to have a Log In and Password, which you should have received in an . (Reference to Module 5.1 for first time log in and change password) Helpful Hints:  The URL in the invitation will take you directly to that RFx, rather than navigating through your workbench.  The Actions button in the RFx allows you access to view the events terms and convert the RFx to a PDF at anytime.

3 5.2 Responding to an RFx Click on the appropriate link. Ex. “To Confirm Participation”

4 5.2 Responding to an RFx Enter Username and Password

5 5.2 Responding to an RFx Click on PROP number below RFx Response; In this example, PROP Flex-2008 (Represents the system assigned response number)

6 5.2 Responding to an RFx If the event owner has requested an Intention to respond you will see this screen Ex. Click Intend to Respond Click Finish Note: The event owner might not request an Intention to respond in all cases, in that you will go directly to the terms page. ( See Next Slide)

7 5.2 Responding to an RFx Scroll through and at the bottom click “Accept”, Then click “Finish” Note: If you decline you will be unable to participate or view any part of the RFx. You will be able to decline but go back later and accept the terms to participate

8 5.2 Responding to an RFx Click on the Questions Tab

9 5.2 Responding to an RFx Click on the Questions Title In this example, “General” To view and respond to the questions

Responding to an RFx Respond to the questions as needed Note: Questions with the Orange Asterisk are required Click “Save”

Responding to an RFx Click on the blue underlined Proposal Number to return to the main RFx view. In this example, PROP Flex-2008

Responding to an RFx Click on “Line Items Tab”

Responding to an RFx Click on the pencil in the line item you want to respond to.

Responding to an RFx Place the per unit price in the field “Price Unit” marked with the asterisk. Note: If there is more than one delivery term availible, you should place the unit price in the appropriate delivery term. Click “1-Line Item-1” to select/open another line item or use the “next >>” to the right of “1-Line Item-1” to move to the next line item

Responding to an RFx Respond to each of the line items as needed. To return to the main RFx view select Ex. PROP Flex-2008

Responding to an RFx Click “Save” or Click “Actions” if you want to create a PDF of the RFx.

Responding to an RFx Click “In Progress”

Responding to an RFx Here you can select the phase of the RFx Response. The event owner may elect to skip the Preliminary phase, in which case you will not see a preliminary phase. In this example, there is a Preliminary phase that you must go through prior to moving the PROP into Firm phase. Click “Preliminary”

Responding to an RFx

Responding to an RFx Once you have completed the RFx Response, you can advance it to the “Firm Phase” Note: Once you have moved to this phase you will not be able to make any changes to the response. If you are unable to move the response to Firm, you may not be listed as the Primary Contact, You can contact the help desk or ask the primary contact from your company to submit the response as Firm

Responding to an RFx

Responding to an RFx

Responding to an RFx Click “ Log Off”

Responding to an RFx You have successfully responded to the RFx!!! Note: Once the event has closed for response, an notification will be sent once the owner accepts your response, indicating the response has been received and under review/consideration.