The Sourcing Basic Details section is the cover sheet for the RFx, and its purpose is to add project information for both public and invited suppliers to view prior to logging into the event.
Type a recognizable name for your event in the Event Name field using the standard naming convention: Campus Acronym_Short Description_RFx Type. For example, UCD_Janitorial Services_RFP, UC-wide_Sequencing & Synthesis_RFP, UCI_Conveyor Belt_RFI, UCSD_Distributed Energy Resource_RFQ
Provide a detailed description of your event in the Event Description field. This is critical for suppliers who are logging on from the public site. Details provided here will help them determine if they want to participate in the RFx.
Select ‘Request for Proposal’, ‘Request for Information’, or ‘Request for Quotation’ in the Event Type
You can select a currency other than the default USD currency in the Event Currency field.
Enter an estimated price or budget for the goods or services to be procured in the Event Value field.
You have the option of uploading a document that provides an overview of the sourcing event in the Event Overview Supported file formats are:
Limited to file(s) of 10MB
Only one file can be uploaded and it cannot be a ZIP file
Select the category (ies) that best fit your supply needs in the Category. This is critical factor needed for suppliers that are viewing the public bid site. This will also help those who are looking for similar RFx across the 33 campuses. Click on the blue text under Category to being up the category selection box.
In the Business Unit field “Procurement” is the only option.
Select your campus or the campus you are buying for in the Region field.