RFP/Shortlist Submission Checklist
1. Download:
RFP/Shortlist Submission Form2. Rename .xlsx File
Rename the RFP-Shortlist-Submission-Form.xslx file to include the client name
Example: "RFP-Shortlist-Submission-ABC-Company.xlsx"
3. Fill in General Info
4. Choose Resources
Mark an "X" in the "Add" column for each resource that will be added to the RFP/Shortlist Portal
5. Adding New Resources
If you have a new resource to add, insert a new line in the appropriate section with the intended placement order. Highlight that line in yellow.
6. Try to Stick to the Template
Avoid renaming line items unless there's a reason to do so. If you do change the label of a resource, highlight that text in red
7. Request Design Assets
Send an Appian ticket to Design for use on the RFP/Shortlist Portal:
- three 300x300 pixel tile images,
- two brand colours,
- and the client logo
Email Digital Solutions with the Request
1. Email Digital Solutions Support
nuno_teixeira@manulife.com
hugo_rodas@manulife.com
2. Email Subject Line
Use the following Subject line when initializing the request:
"RFP Submission Request: Client Name, [GB, GRS, or GBRS], [Due Date]".
Example: RFP Submission Request: ABC Company, GBRS, August 17
3. Attach Submission Form
Attach the completed RFP Submission Form (renamed to include the client name)
4. Attach Design Assets
- three 300x300 pixel tile images
- two brand colours,
- approved client logo
In Progress Development
1. Custom Resources
Email the custom resources to the assigned Digital Solutions partner (determined after receiving the initial submission request).
2. Update Requests
Try to send update requests in a consolidated email when possible.
Digital Solutions will respond to each email to validate progress--if you want less responses, email less update requests.
3. File Naming
NOTE FOR SUBMITTER: Remember, users downloading your custom resources will be seeing the file name!
Be mindful of that from the user's perspective. Make naming intuitive and clear.
Requesting/Using Vanity URLs
Digital Solutions doesn’t set up the Vanity URLs up on request of a portal build. We use what is referenced in the RFP Spreadsheet to “bind” an already ordered/existing Vanity URL to the build RFP/Shortlist Portal. These must be pre-ordered.
Presale Pre-Orders Vanity URLs
Dozens of Vanity URLs are ordered in batches at the beginning of the year. This ensures we have a batch of them in reserve so that we don’t have to risk delays on urgent turnaround builds.
French Vanity URLs
Vanity URLs are only ordered for English (manulife.com/### versus manuvie.com/####). Requests for French RFP/Shortlist Portals must be identified ASAP, even before an RFP Submission spreadsheet is sent to Digital Solutions, so that we can put in the order for the equivalent “manuvie.ca/####”.
