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Referrals and opportunities · Reference

Review and publish a solicitation

Manage drafts, review requests, publication, and business distribution.

Where
Staff portal > RFP Board
Access
Public reading is separate from posting, staff review, and referral permissions.

Draft and review

  1. Open RFP Board and select a solicitation to read its details, contact, deadlines, and attachments.
  2. To prepare a posting when authorized, use Create solicitation or Submit a solicitation. Enter the relevant posting details and review the publication authorization.
  3. Save draft to retain work. Submit for TERO review sends it into staff review; it is not the same as publication.
  4. Authorized staff review the posting and use Request changes or Publish with the appropriate note. Verify the public result after publication.

Distribute and maintain

Refer to businesses lets authorized staff choose eligible businesses. Review recipients and the confirmation before sending separate referrals. A solicitation referral is not a contract award.

Review Public referral requests and use the available accept/decline controls as appropriate. Withdraw removes a posting from active publication according to the workflow.

A deadline marked passed is historical information, not an invitation to submit late. Review the official solicitation instructions before acting.

For v12.9 workflows · Reviewed September 23, 2026