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Job for Experienced RFP proposal writers- refer out

kymleemurphy
Ace Contributor
Kym M Member Since: Apr 9, 2019
1 of 17

Greetings all!

I was just contacted here on UW after submitting a proposal-- in regards to a job from a verified payer for a legitimate opportunity to respond to a large municipal RFP in less than 30 days now with a full government style proposal. While I do have experience writing proposals; I believed this to be a smaller job that presented much larger after reviewing the RFP the client sent over. I am not confident that I will be able to deliver to the level that is necessary as the subject matter is outside of my normal competencies. I truly want to ensure this client is taken care of and has a quality product, so I believe it is in the best interest to refer this job to a more experienced professional in this area. I already know the job will pay a good amount based on normal fee structure for this kind of work and I hate to give up a paying gig. I just can't in good concience take this on knowing my limitations. **edited for Community Guidelines** I advised him I would be reviewing the RFP in its' entirety and would give a response tomorrow at the latest as it is time sensative. His initial description didn't give away the RFP details otherwise I likely would not have submitted. 

Thank you in advance. I'd like to assist him in getting this accomplished as soon as possible. 


Best,

 

Kym

mystudiomke
Community Guru
Lila G Member Since: Dec 4, 2017
2 of 17

Kym - you will most likely not find your answer here as this not the best place for all who fit under this category to find your post. I wouldn't recommend posting this an Upwork job either because you are not the one hiring. It is very kind of you to help, but it is because you feel obligated since you can't do it yourself?

It is ok to tell your client the honest truth and move on. I get your idea of presenting him with 'sorry after further review....blah blah but would also like to refer you to....". It is not your responsibility, this happens all the time while looking for the right candidate - not everyone who you sent additional info will be the right person.

 

If you really feel obligated, then you can search for freelancers via Upwork. Then you can forward a link.

 

Best wishes.

 

Lila
kymleemurphy
Ace Contributor
Kym M Member Since: Apr 9, 2019
3 of 17

Thanks Lila. I just noticed he had less than 5 proposals submitted for his job posting- likely because it wasn't expressive enough. When he interviewed me and sent over the RFP I was concerned. I am competent enough to take the project on and do a well enough job, but part of the process is ensuring enough time for research and the best possible collab with their capabilities to ensure that they have a quality proposal to actually win a contract award. I know the competition he's up against, so if he's going to shell out a ton of money for a last minute proposal he should get someone who can do it as seamlessly as possible. I'm confident enough to admit I am not confident I'm the best for this particular undertaking. Plus, I want to help out another freelancer make some good money. The budget reflected is not the budget he's actually under and he is somewhat educated on the costs of such an undertaking so this is an excellent opportunity.

I feel that because I sent a proposal, and I understand the complications of this process that I should at least make an effort to refer someone more experienced with the additional information making it a more attractive job opportunity here on UW. 

I believe in good Karma. haha. 

Thanks again. Smiley Happy

petra_r
Community Guru
Petra R Member Since: Aug 3, 2011
4 of 17

Kym M wrote:

TI just noticed he had less than 5 proposals submitted for his job posting- likely because it wasn't expressive enough.


Well, that is not your problem and not your business.

Politely decline and move on.

 


Kym M wrote:


I feel that because I sent a proposal, and I understand the complications of this process that I should at least make an effort to refer someone more experienced with the additional information making it a more attractive job opportunity here on UW.


Yeah, no. Don't.

kymleemurphy
Ace Contributor
Kym M Member Since: Apr 9, 2019
5 of 17

Just curious Petra- why not? If someone else can make money from a good opportunity that I can't utilize and I have the ability to try to network the two-- why would I not? 

My ideology is that my responsibilities are what I assign myself. Even if it's not what everyone would do.

Just curious on your viewpoint here- you've been on UW awhile and obviously that thought process comes from somewhere.

Side note- I did refer him another professional with the requisite experience and job satisfaction after searching for freelancers as Lila suggested. He explained he appreciated my honesty and will look to use me in the future. 

Not that this was transactional in nature but what was the harm in sending him an option, right?

petra_r
Community Guru
Petra R Member Since: Aug 3, 2011
6 of 17

Kym M wrote:

Just curious Petra- why not?


Why I wouldn't start meddling:

  1. Because it is none of my business
  2. Because any search I can do, the client can
  3. Because it is none of my business
  4. Because I don't know any of the people I might be referring the client to personally and would rather not be in any way responsible for the outcome
  5. Because it is none of my business

It would be a different matter if I personally knew someone who would be perfect. In that case there would be no harm in sending the client a link to their profile. But other that that I'd politely decline and let the client get on with their stuff while I get on with mine.

 


Kym M wrote:


Side note- I did refer him another professional with the requisite experience and job satisfaction after searching for freelancers as Lila suggested


Is there any reason why you assumed the client to be too incompetent or dumb to do the very same search?

 

PS: The reason why there seem to be just 5 applicants will be because the client declined / archived everyone they did not intend to interview, which is good housekeeping. At that point they no longer count under the number of proposals.

Even the most ridiculous job posts get more than 5 proposals...

 

 

kymleemurphy
Ace Contributor
Kym M Member Since: Apr 9, 2019
7 of 17

Petra,

 

First-- the way you approach business and what is yours and what is not is understandable. Whether it is my business or not, I took up a portion of the client's time and felt some responsibility for being solutions oriented. I know that I would appreciate being treated that way if any of the personnel that I interviewed or hired in similar fashion had offered me a solution that I had not explored yet-- and even if I did, the thought process shows critical thinking and problem solving. As this is a freelancing site and clients offer more than one opportunity routinely, I would think it prudent to engender rapport and trust between parties when one has the opportunity to do so. 

 

Additionally, if we are to trust UWs rating system- I see no harm in sending a verified person with multiple reviews to the positive in the area of expertise needed. So I did. I can understand the sentiment of not sending any joe schmo who says they can RFP with the best of them. Nor was that what I was looking for. Seeing as this is a community, the community should know who top performers are and can make accurate recommendations based on the wealth of professionals that are here on this site and their enagagement on this platform-- or so I believed. 

Lastly,

You presume too much. Being solutions oriented and assuming a client stupid are two very different thought processes. Professionals are such because they think of all angles, and problem solvers solve problems. He very well could have done his own search. I merely provided the link to save some steps, or assist as there is a definitive time crunch to get that project completed and time is valuable at the moment for him. 

I'd also add, that while I understand your voice, and your tone being lost in text- and while I appreciate your engagement as unsolicited yet constructive criticism; you come off sounding a bit condescending. I don't really know why this is how you approach new people in this area however it's a bit off putting when trying to converse on opinions and such. You prescribe to your ideology and I prescribe to mine, but I wouldn't be conversing with other professionals that way. It shows poor communication EQ and can build a wall between you and the person you're trying to send a message to. Not being faceitious, because I don't think that's your true intention but I've noticed it in several interactions you've had with me and others on the forums. Just a friendly impression.

Thanks for your input. 

I still chose to do what I did, and I feel good about my approach.

Take care.

petra_r
Community Guru
Petra R Member Since: Aug 3, 2011
8 of 17

Kym M wrote:


I still chose to do what I did, and I feel good about my approach.


Mission achieved then. **Edited for Community Guidelines**

 

As for the rest - you asked me why I wouldn't take it upon myself to suggest strangers on the Internet to a stranger on the Internet, to the point of trying to solicit more strangers via a forum post for a client who never asked for anything like that, and I told you. What you do with that information is up to you.

Free advice on an Internet forum is worth what you pay for it.

 

 

martina_plaschka
Community Guru
Martina P Member Since: Jul 11, 2018
9 of 17

Kym M wrote:

Petra,

 

First-- the way you approach business and what is yours and what is not is understandable. Whether it is my business or not, I took up a portion of the client's time and felt some responsibility for being solutions oriented. I know that I would appreciate being treated that way if any of the personnel that I interviewed or hired in similar fashion had offered me a solution that I had not explored yet-- and even if I did, the thought process shows critical thinking and problem solving. As this is a freelancing site and clients offer more than one opportunity routinely, I would think it prudent to engender rapport and trust between parties when one has the opportunity to do so. 

 

Additionally, if we are to trust UWs rating system- I see no harm in sending a verified person with multiple reviews to the positive in the area of expertise needed. So I did. I can understand the sentiment of not sending any joe schmo who says they can RFP with the best of them. Nor was that what I was looking for. Seeing as this is a community, the community should know who top performers are and can make accurate recommendations based on the wealth of professionals that are here on this site and their enagagement on this platform-- or so I believed. 

Lastly,

You presume too much. Being solutions oriented and assuming a client stupid are two very different thought processes. Professionals are such because they think of all angles, and problem solvers solve problems. He very well could have done his own search. I merely provided the link to save some steps, or assist as there is a definitive time crunch to get that project completed and time is valuable at the moment for him. 

I'd also add, that while I understand your voice, and your tone being lost in text- and while I appreciate your engagement as unsolicited yet constructive criticism; you come off sounding a bit condescending. I don't really know why this is how you approach new people in this area however it's a bit off putting when trying to converse on opinions and such. You prescribe to your ideology and I prescribe to mine, but I wouldn't be conversing with other professionals that way. It shows poor communication EQ and can build a wall between you and the person you're trying to send a message to. Not being faceitious, because I don't think that's your true intention but I've noticed it in several interactions you've had with me and others on the forums. Just a friendly impression.

Thanks for your input. 

I still chose to do what I did, and I feel good about my approach.

Take care.


'xcept it's against ToS.... sigh....

tlbp
Community Guru
Tonya P Member Since: Nov 26, 2015
10 of 17

Petra R wrote:

Kym M wrote:

Just curious Petra- why not?


Why I wouldn't start meddling:

  1. Because it is none of my business
  2. Because any search I can do, the client can
  3. Because it is none of my business
  4. Because I don't know any of the people I might be referring the client to personally and would rather not be in any way responsible for the outcome
  5. Because it is none of my business

It would be a different matter if I personally knew someone who would be perfect. In that case there would be no harm in sending the client a link to their profile. But other that that I'd politely decline and let the client get on with their stuff while I get on with mine.

 


Kym M wrote:


Side note- I did refer him another professional with the requisite experience and job satisfaction after searching for freelancers as Lila suggested


Is there any reason why you assumed the client to be too incompetent or dumb to do the very same search?

 

PS: The reason why there seem to be just 5 applicants will be because the client declined / archived everyone they did not intend to interview, which is good housekeeping. At that point they no longer count under the number of proposals.

Even the most ridiculous job posts get more than 5 proposals...

 

 


Let us also not forget that what we may see as beneficial, Upwork often perceives as a violation of some poorly worded section of the TOS. 
Why not simply tell the client that their job post is unclear and that they might get better results by including the needed information? 

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