User Manual for Vendor
Contents
1. Your proposal was started 06 09 14 0154 PM Sub Request Posted Requesting legislati tracking services 05 30 14 1154 AM e Click on the title of the proposal you wish to continue example State Legislative Lobbying Continue Proposal button will appear on your landing page in the top left hand corner of the page below the title e Click on the Continue Proposal button to resume work on a previously initiated proposal Need new wagons to be built for MTA PS 0171 PUC Draft Proposal Not Yet Submitted Bid Due 07 08 14 6 40 AM 28 Days 16 Hours 34 Minutes left Summary Documents Request for Subs Interested Parties Questions e You will be required to navigate to the most recently completed section as the Commitments blind opens automatically upon selecting Continue Proposal Updated 7 17 2015 Page 13 BMIT A QUESTION You must be logged into your account to view or submit any questions Submit a question by navigating to the Questions blind on the opportunities page Select a category from the drop down list You are required to select a category for your question Enter your question into the paragraph field A complete question field is also required Once you have completed both steps the send question button will become active Summary Documents Request for Subs Interested Parties Questions 8 questions2. allows you to upload multiple attachments You are able to attach documents using the Upload Attachment link at the bottom left hand corner of the section ACTIONS SAVE e This button will save all proposal changes without submitting your proposal PREVIEW FOR SUBMISSION e This button allows you to review all input proposal information without editing it e YOU can review your forms prior to submission SUBMIT PROPOSAL e Clicking this button initiates the review process by sending your proposal to the Contract Analyst Manager for review e No further changes can be made after selecting Submit Proposal Updated 7 17 2015 Page 11 All changes saved Preview for Submission Submit Proposal Updated 7 17 2015 Page 12 CONTINUE A DRAFT PROPOSA If you have already begun and saved a proposal it will appear in your opportunities list on MySFBid e Upon logging in a previously started proposal will appear at the top of your My SFBid page with a link to its associated title in large blue type Example State Legislative Lobbying e Ared alert icon will show up on your landing page to notify you that you have a proposal in progress Welcome to SFBid ere you can see the latest activity on Opportunities or Bids that you are interested in Sort By Due Date Last Updated Contract Number Title State Legislative Lobbying PS 0169 PUC lt Bid Due 06 06 14 2 30 PM K 9
3. VENDOR USER MANUAL SF SFBid Help Desk 415 934 5703 sfbid sfwater org This document is designed to help Vendors use SFBid If you are not a Vendor please use the manual associated with your user role in the Help section on the SFBid website Table of Contents Register NEW USP cisccccescsscctisesnssceshssccatessediscscchacesccsnacsabesancesceigenescasttacabebecaasssnscnebeecutvazens ERROR Select Vendor Profile 4 4 34 Subscribe to contract Service ye Submit registration Fequesties AR Wait for registration request to be approveD ee Activate your SERBIE account from your etal cvel cases anr RR Change a T N EEN e A ea onl Bata aan aac Reset Password notlogaed im vale socal ea gata Update Passowrd logged itt cc s scscssssssassseacecessassevsesesesvasensssagieisiaunsdeasbidsontavecssitaece Browse Contract and BE Opportunities NG Track your Bookmarked Opportunities My 5 8 6 nianie iarr a A aS EAE EANO A E aS Submit a New Proposal COMMITMENTS EXECUTIVE SUMMARY REFERENCES TT oan a e rea
4. a new page entitled Vendor Proposal ract amp Bid Opportunities PS 0169 PUC Vendor Proposal SOR Bh 05232 RA COM Lead Proposer Is Joint Venture Name of Company ABC Consulting Contact Name Olivia Kern Job Title Consultant Address Line 17 123 Sesame St The icons along the top of the page are links that allow you to navigate between sections of the proposal and jump directly to a particular section The first blind Commitments will open automatically upon beginning the proposal To proceed fill out all of the following sections of the proposal required fields are indicated with an MITMENTS Lead Proposer ls Joint Venture check box yes no Name of Company Contact Name Job Title Address Line 1 Address Line 2 Updated 7 17 2015 Page 9 City State State picker Zip Code Fax Phone You are required to check all checkboxes at the bottom of this section EXECUTIVE SUMMARY Read all instructions carefully and respond to all parts of the prompt Enter your executive summary by clicking on the text box that reads Empty Section Click here to edit this section Your summary paragraph for this section is limited to 10 000 characters This section is required You cannot submit your proposal without completing this section QUALIFICATIONS SUMMARY Read all instructions carefully and respond to all parts of the prompt Enter you
5. and answers posted Updated N A Question Deadline Wednesday 08 27 2014 Submit New Question Select Category My Submitted Questions Not answered yet o Posted Questions and Answers Sort by my questions Updated 7 17 2015 Page 14 VIEW QUESTIONS AND ANSWERS You must be logged in to SFBid to view questions and answers e Questions you have submitted are visible in the Submitted Questions not posted yet section Questions submitted by others will not be visible until the answers are posted Submitted Questions not posted yet QuestionyAnswer Category Submitted User Why is this RFP being submitted so far in advance of its Schedule 06 25 14 deadline e view only the questions you submitted personally click View My Submitted Questions e The Posted Questions and Answers blind contains all posted and reviewed questions To view a question and its answer click anywhere on the question line which will expand the line to display the question and its answer below e To view all questions or hide questions click on the button to expand all questions e To sort questions by category click on any of the column headers Summary Documents Request for Subs Interested Parties Questions No questions and answers posted Updated N A Question Deadline Saturday 08 16 2014 Search Questions Submit N
6. date Password link underneath your phone number Enter your email address Enter the validation code displayed on the screen o The validation code helps prevent malicious computer programs from registering with SFBid The idea is that the numbers in the code are discernable by a human but are hard for a computer program to recognize Click Reset Password You will receive an email with a link to update your password Updated 7 17 2015 Page 6 BROWSE CONTRACT AND BID OPPORTUNITIES e Ifyou are not logged in to SFBid your landing page will be a list of Contract and Bid Opportunities e View details for opportunities of interest by clicking anywhere on the contract line Contract amp Bid Opportunities Soarch SFBid Welcome to SFBid Use this site to Search and bookmark city contract opportunities Download documents outreach to other venders and submit questions Draft end submit electronic proposals Here are a few tips to help you discover opportunities on the site Search Use the search bar at the top of the site to quickly search for contract titles and service types Sort Click on the column headers in the table below to sort the available opportunities Filter Click on the fiter icon to the left of the opportunity table to expand a panel to filter opportunities Click here for mare tips Filter Opportun Oppereniics Amount NA Number Title Amounty Type posted Mod
7. ectronic proposals Here are a few tips to help you discover opportunities on the site Search Use the search bar at the top of the site to quickly search for contract titles and service types Sort Click on the column headers in the table below to sort the available opportunities Filter Click on the fiter icon to the left of the opportunity table to expand a panel to filter opportunities Click here for more tips Filter Opportunities 7 Kr P Number Title Amount Type Posted Modified Due E 50 5100 PS 0171 PUC Need new wagons to be built for MTA 5 000 000 PRO 06 99 4 07 08 14 ie S100k S1M PS 0169 PUC State Legislative Lobbying 150 000 PRO 06 02 14 06 06 14 sim siom stom Updated 7 17 2015 Page 8 BMIT A NEW PROPOS e To begin a new proposal navigate to the Bids and Opportunities section and select the opportunity for which you are interested in submitting a proposal e View details for opportunities of interest by clicking anywhere on the contract line e To begin a new proposal click on the Submit Proposal button at the top of the opportunities page Contract amp Bid Opportunities My SFBid PS 0169 PUC State Legislative Lobbying PS 0169 PUC Eid Due 06 06 14 230 PI 2 Days 23 Hours 18 Minutes lef Summary Documents Request for Subs Interested Parties Questions After clicking on the Submit Proposal button you will be redirected to
8. ew Question Select Category CE Submitted Questions not posted yet L Question Answer Category Submitted User Why is this RFP being submitted so far in advance of its Schedule 06 25 14 CAN g deadline Question Answer Category Submitted Posted Popularity No questions Updated 7 17 2015 Page 15
9. ified Due s0 s100K PS 0171 PUC Need new wagons to be built for MTA 5 000 000 PRO o6 o9 14 0708 4 siq PS 0169 PUC State Legislative Lobbying 150 000 PRO 06 02 14 06 06 14 e The filter icon on the left hand side of the opportunities table allows you to filter opportunities by amount e Click on column headings Number Title Amount Type and Due Date to sort opportunities e If you are logged into the site you may bookmark opportunities of interest by clicking on the star icon on the right side of the row Updated 7 17 2015 Page 7 R BOOKMARKED OPPORTUNITIES MY SFBI e You must log in to SFBid in order to bookmark and track opportunities of interest e Once you have successfully logged in you will be brought to the My SFBid landing page where you will see any recent activity which has occurred on your bookmarked opportunities e Sort opportunities by column heading number title amount type date posted date modified and due date by clicking on any of the column headings e Filter opportunities by amount using the tool to the left of the table e Refresh your list of opportunities by clicking on the refresh icon on the upper right hand corner of the table Contract amp Bid Opportunities Welcome Welcome to SFBid Use this site to Search and bookmark city contract opportunities Download documents outreach to other vendors and submit questions Draft and submit el
10. n e aN iaai Ara SASE Updated 7 17 2015 10 10 EEA TEAT 40 10 5 a 40 wll 11 11 Page 2 ca Preview R TTT SUBIMIE OHE A A ELA EEE PIIA E P DEERE TSEC ASO RESIS RE R Gontinue a Draft Proposal DTH SUBMIT SU H Vew ST T tate Updated 7 17 2015 44 44 44 44 43 44 45 Page 3 REGISTER NEW USER e Go to sfbid sfwater org e Inthe top right corner of the screen click on the icon that says Log in You will be directed to the Sign In screen Click on the Register New User link just below the password field You will be redirected to the Register New User page Here you will click on Vendor The screen will refresh and display a form for you to fill in with your information ENTER USER PROFILE INFORMATION e Enter your information into the web form Fields marked with a red asterisk are required SELECT VENDOR PROFILE INFORMATION e Inthis section you will select the vendor with which you are associated or will create a new vendor profile with SFBid e Click on the Select Vendor drop down Enter at least three 3 characters to search for your vendor entity by name e If your vendor profile is found select the profile from the drop down box to display the vendo
11. r button WAIT FOR REGISTRATION REQUEST TO BE APPROVED e After you click Register your registration request is submitted to the SFBid system administrator for approval e Once your registration request has been submitted you will receive an email from SFBid ACTIVATE YOUR SFBID ACCOUNT FROM YOUR EMAIL Updated 7 17 2015 Page 4 e When you receive the User Registration Activation email from SFBid click on the registration link contained within to complete your registration and begin to use the system LOG IN e Go to sfbid sfwater org e Click on the log in icon in the top right of the screen e Enter your email address e Enter your password e Once you have entered valid credentials the vendor landing page home page will appear Updated 7 17 2015 Page 5 CHANGE PASSWORD RESET PASSWORD NOT LOGGED IN Go to sfbid sfwater org Click on the Forgot your Password link just below the Password field Enter your email address Enter the validation code displayed on the screen o The validation code helps prevent malicious computer programs from registering with SFBid The idea is that the numbers in the code are discernable by a human but are hard for a computer program to recognize Click Reset Password You will receive an email with a link to reset your password UPDATE PASSOWRD LOGGED IN Click on the Account icon in the top right corner of the screen Click the Up
12. r profile information e your vendor profile is not found check the Vendor Profile Not Found checkbox to the right of the Select Vendor drop down box and enter the appropriate vendor profile information o Fields marked with a red asterisk are required e _ If the vendor profile information displayed is out of date check the Vendor Profile Not Current checkbox and update the vendor profile information SUBSCRIBE TO CONTRACT SERVICE TYPES e Use the searchable drop down menu to select service types for which you are qualified o After you select the services your firm provides you will receive an email notification for new contract opportunities which match your expertise o Select as many relevant service categories as possible in order to receive ample opportunities for bidding e You can select service categories by scrolling through the list or typing into the search box SUBMIT REGISTRATION REQUEST e Check the box to indicate that I am currently an employee of the company listed and all the information displayed is both accurate and current e Once you check the box the form will expand to display a validation code The code is a series of distorted numbers within an image o The validation code helps prevent malicious computer programs from registering with SFBid The idea is that the numbers in the code are discernable by a human but are hard for a computer program to recognize e Click the Registe
13. r qualifications summary by clicking on the text box that reads Empty Section Click here to edit this section Your summary paragraph for this section is limited to 30 000 characters This section is required You cannot submit your proposal without completing this section WORK APPROACH TASKS Read all instructions carefully and respond to all parts of the prompt Enter your qualifications summary by clicking on the text box that reads Empty Section Click here to edit this section Your summary paragraph for this section is limited to 30 000 characters This section is required You cannot submit your proposal without completing this section Click on the Details icon on the right side of the screen to enter detailed description of task o Inthe details section you are limited to 10 000 characters o The description field is required Click update to save your task description You can enter additional optional tasks by clicking the Add another link o Additional tasks can be deleted but you must respond to all original tasks listed in the RFP PROJECT SCHEDULE FIRMS Upload a project schedule by clicking upload a project schedule file After a file has been uploaded it will appear on the screen o You can upload multiple documents o Delete uploaded documents by clicking on the x icon on the right side of the screen The next section pertains to information about the firms participa
14. ting in your proposed project Read all instructions carefully You must check all required checkboxes To enter information for the first firm click on the Add First Firm link on the bottom left of the page Updated 7 17 2015 Page 10 e Enter all required information in the Firm Details window e indicates a required field e Enter additional firms by clicking on the Add Another link e Clicking on the details icon allows you to review and edit entered information e YOU can remove firm information by clicking on the x on the far right side of the table e Read all instructions carefully e Click on the Add First Team Member link on the bottom left of the section to add the first team member e Click on Add Another to enter any additional team members e Add team members and their related information e indicates a required field e You can remove team member information by clicking on the x on the far right side of the table OPS The next section Overhead and Profit Schedule allows you to input details related to different tasks under the same proposal including e Task details e Total Labor Costs e Other Direct Costs when necessary REFERENCES Read all information carefully and check the required check box e Provide at least three references and their full contact information An indicates a required field PROPOSAL ATTACHMENTS e This section
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