Submitting and Releasing a PureLease RFP
Once the RFP has been generated and any associated documents have been attached, it then needs to be submitted for release.
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Step |
Action |
|---|---|
1 |
In the Deal History workspace, on the Next Steps tile, click the Submit button. |
2 |
You’ll be taken back to the RFP workspace where you can review the final RFP for accuracy and then go to the Terms tile. |
3 |
Scroll to bottom and click Release RFP. |
4 |
You’ll be taken to the Release RFP workspace where you will indicate which Lessors you would like this RFP to go to. All applicable lessors in the LeaseAccelerator marketplace: This will include any Lessor whose profile includes the parameters of your RFP, including equipment type, country, and total cost. Only the lessors listed below: Customer may indicate a specific Lessor or set of Lessors to send the RFP. |
5 |
If you choose to send to all applicable Lessors, you may also list any Lessors you wish to exclude by typing their names in the except field. To add more than one, click the plus sign and add as many as necessary.
Note: All Lessor names must be a member of our Global Lessor Network and must match the name they used to register exactly, or you will see the field become red and you won’t be able to release the RFP. If you have questions or are unsure of the exact name, please reach out to our LA Sourcing team.
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6 |
If you choose to send to only listed Lessors, you will list those specific Lessors in the restricted to field. To add more than one, click the plus sign and add as many as necessary.
Note: All Lessor names must be a member of our Global Lessor Network and must match the name they used to register exactly, or you will see the field become red and you won’t be able to release the RFP. If you have questions or are unsure of the exact name, please reach out to our LA Sourcing team.
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7 |
If you have imported additional documents for this RFP and would like to include them with the RFP when released, check the boxes next to the documents. |
8 |
Once all Lessor and document information is complete, click Release RFP. |
Approving the RFP
Once the customer has released the RFP, the LA Sourcing team will be notified to approve the RFP for actual release to the Global Lessor Network. Users will see a ToDo with the action to Approve RFP, but they will not see a button and it will be assigned to LAS Staff as the Responsible Party.
Approved RFP
If the LA Sourcing team verifies that everything is accurate and appropriate for the RFP, they will approve it and it will be released to the specified audience of Lessors. The RFP will remain open until the specified Response Deadline. You may see another ToDo on the Next Steps for LAS Staff for submitting a proposal. You may ignore this as it only applies to LAS Staff in the event they need to assist a Lessor with their proposal.
Rejected RFP
If the LA Sourcing team finds something wrong with the RFP, they will reject it and indicate in the comments what changes need to occur. This will create a new ToDo for the Order Administrator to Amend RFP. The audit history log on the History tile will include the comments added by the LA Sourcing team. There are two approaches to making changes to an RFP, depending on what changes are necessary. If you are only adjusting the dates for the RFP, you would not need to go to the RFP itself to modify these dates but rather go to the Amend RFP workspace. If, however, you need to update any of the other details of the RFP, you’ll need to go to the RFP workspace to make those changes. See below for the steps for each approach.
Amending an RFP for Non-date Information
Step |
Action |
|---|---|
1 |
Start by identifying the corrections that need to be made to the RFP by going to the History tile in the Deal History workspace. |
2 |
In the audit history log, locate the line item for the Reject event and look at the Comments field. |
3 |
Once the corrections have been identified, navigate back to the Next Steps tile. If your corrections are to anything other than the date information, look to the Left NavBar and click the kebab (three dots) next to the hyperlinked RFP name. |
4 |
Select Edit from the choices in the menu. |
5 |
You will be taken back to the RFP workspace where you can update the RFP as necessary. |
6 |
Once all changes have been completed, go to the Terms tile and click Save and Generate. |
7 |
When the RFP has saved and you receive the confirmation message at the top of the workspace, navigate back to Deal History from the Left NavBar. |
8 |
On the Next Steps tile, click the Amend RFP button. |
9 |
You’ll be taken to the Amend RFP workspace. Verify the dates are still accurate and enter relevant comments that will appear in the audit history log in Deal History. |
10 |
Click Save. |
Amending an RFP for Date Information
Step |
Action |
|---|---|
1 |
Start by identifying the corrections that need to be made to the RFP by going to the History tile in the Deal History workspace. |
2 |
In the audit history log, locate the line item for the Reject event and look at the Comments field. |
3 |
Once the corrections have been identified, navigate back to the Next Steps tile and click Amend RFP. |
4 |
You’ll be taken to the Amend RFP workspace. Update the necessary dates and enter relevant comments that will appear in the audit history log in Deal History. |
5 |
Click Save. |
Once you have made all necessary updates, the LA Sourcing team will get notification to review and approve the RFP once again.