Provide Responses to Scope and Background
Now that the Opportunity is converted into proposal, the information from the Capture Management section will transfer to the Proposal Management section.
Provide an updated or new response to the scope and background of the bid in the Proposal Management section. Refer to Section 10.4: Defining Scope & Background for more information.
Add a Response to the Scope
Defining Technical/Proposal/Other Requirements
Review the list of requirements that transferred from the Opportunity section in the “Technical Requirements”, “Proposal Requirements”, and “Other Requirements” tabs. Refer to Section 10.8.1: Technical/Proposal/Other Requirements for more information.
Viewing Task Assignment
View the list of assigned tasks, team member responses, and the percentage of progress in the Task Assignment section of Proposal Management. Zbizlink offers two ways to get to the Task Assignment section including through the Opportunity List or via Proposal Management.
Task Assignment List
Uploading Agreement Files
Zbizlink ensures that agreements are shared between Business Partners seamlessly, and that you can review and sign documents for the proposal. Manage and monitor shared agreements in the “Partner” tab of the Manage Proposal section. Review alerts like the following:
Your Partner hasn’t uploaded agreement files.
Agreement Files Error Alert
Click on the alert icon to move to the Proposal Collaboration section.
Upload an Agreement
The status of agreement files will change to “Uploaded”.
Error Alert Disappears with Upload
Managing Proposal Resources
Adding Prime Company Resource
Add Resources to meet proposal requirements in the “Resources” tab of the Manage Proposal section.
Add New Resource
Add Prime Company Resource
4. Click “Search Employee”.
Add New Proposal Resource
Add Resource Summary to Proposal
Sharing Partner Company Resource
Zbizlink allows Prime and Partner organizations to share labor categories and resource candidates in the “Resources” tab of the Manage Proposal section.
Share a Resource
Select Resource Department
Lastly, click “Save” to send a shared resource notification to your Partners.
Notification of Shared Resource
Your Business Partner will be able to select the notification in the inbox or view the shared resource information in the Shared Resources section.
Shared Resource List
Shared Resource Summary
New Proposal Resource Summary
Resource Information with Margin Values
Note: Annual salary and hourly rate for Resources are provided during Resource Profile creation. Margin value is calculated using the annual salary and hourly rate.
Resource Notification Received When Added to Proposal
Reviewing Requirement Questionnaire
View the updated Requirement Questionnaire with your questions and Resource answers in “Tabular” and “Normal” view, as shown in below.
Click this icon to open the Requirement Questionnaire window.
Tabular View of Requirement Questionnaire
Normal View of Requirement Questionnaire
Questions and answers are marked with four statuses:
|“Locked” questions prevent the respondent from providing an answer or updating a previous response.|
|Unlocked||“Unlocked” questions can receive new or updated responses.|
|Pending||“Pending” questions have yet to receive an answer.|
|“Resend” questions to request changed responses to answers.|
Review proposal documents with your Partners and provide instant feedback in the “Document Checklist” tab.
Click “Save” to access two more options: “Add Partner” and “Notify Partner”.
Add a New Check
Add or Notify Partners of New Checklist
Click “Add Partner” to open a window containing existing Partners
Select Your Partner
“Select Existing Partner” from the drop-down menu.
Add Remarks and View Status
Notification of Shared Checklist
If Partner is not online, the notification will be sent to the notification inbox.
Partners may also click view documents in the Shared Documents section of Capture Management.
Remember: The Shared Documents List provides the “Partner Name”, “Proposal Name”, “Solicitation Number”, “Document Name” and “Receive Date”.
Shared Document List Sample
Download the shared file and/or upload another one, as well as “Add Remarks” in the Shared Document section, as shown in Figure 12.9g.
Add Remarks to the Shared File
Zbizlink will notify the Prime about Partner activities with the shared document.
Select the notification to move to the Shared Document List, view “Download” history and “Remarks”, or add responses to the existing remarks. Prime and Partner organizations can continuously share documents and remarks.
View Shared Document Download History
Add Remarks to the Document Activity