Tracking an opportunity as an RFP

When a notice on Federal Opportunities looks worth pursuing, Track as RFP starts an RFP from it. The notice's details carry over to the upload form, so you only add the solicitation documents.

Track an opportunity as an RFP

1. Open Federal Opportunities in the sidebar.
2. Select the Opportunities tab and find the notice. Finding federal opportunities explains the filters.
3. Select Track as RFP in the Track column. The Upload New RFP page opens with the notice's details filled in.
4. Download the solicitation documents from SAM.gov. The external link icon in the Link column opens the notice there.
5. Drag the documents into the RFP Document area, or click it to browse. PDF, Word (.docx) and text (.txt) files up to 50MB each are accepted, and you can add several. Convert a legacy .doc file to .docx or PDF before uploading it.
6. Check the details, then select Upload RFP.

Upload RFP stays disabled until you add at least one document. Propivix needs the solicitation text to extract requirements, deadlines and evaluation criteria. The notice details alone do not give it enough to analyze.

What gets pre-filled

Track as RFP passes these details from the notice to the form:

• The notice title, into the title field.
• The agency, into Client / Organization.
• The response deadline, as a date.
• The NAICS code, into NAICS Code.
• The set-aside, into Set-Aside Type.

It does not pass an estimated value, even when the notice has one. Enter it in Estimated Value ($) if you know it.

Each field works like this after it is filled:

• Title. The field is labelled "Title (optional — we'll use the solicitation's own title)". If you keep the notice title, it stays: adding a document does not replace a title that is already filled in, and analysis never overwrites a title that did not come from a file name. If you clear the field, the RFP starts with the first document's file name, and analysis replaces that with the project name in the solicitation when it finds one.
• Submission Deadline. The field takes a date and a time, and the notice supplies only a date, so the field can look empty even though the date carried over. To be sure, enter the date and time from the solicitation yourself. A deadline that reaches the upload is kept, and if the document states a different one, the RFP records the conflict. With no deadline at all, Propivix uses the one it finds in the document, and the upload stops with a message asking you to enter one if it cannot find any.
• NAICS Code and Set-Aside Type. These are filled in for your reference, but the upload does not save them. The RFP's NAICS code and set-aside come from the analysis of the solicitation. If they are missing afterwards, the analysis did not find them in the documents you uploaded.
• Document Type. It defaults to RFP. Change it if the notice is an RFI, a Sources Sought notice or another kind of procurement document.

The Browse Government RFPs page has a similar button, Import. It fills in the title, agency, deadline and estimated value from that feed.

Next steps

When the upload finishes, the page reads "RFP Uploaded & Analyzed!". Select View RFP Details to open the new RFP, or Upload Another to start again with an empty form.

From the RFP page, you can:

• Review the extracted requirements and the facts found in the solicitation. See Understanding RFP analysis.
• Decide whether to bid. See Go/No-Go decisions.

For more on the upload form, including multiple documents and file types, see Uploading an RFP.

The new RFP is not linked to the notice on Federal Opportunities. If SAM.gov posts an amendment, download the new documents and add them to the RFP yourself.