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Job for Experienced RFP proposal writers- refer out

Community Guru
Kathy T Member Since: Jul 17, 2015
11 of 17

Kym = As others have said it is not your job nor your responsibility to find another freelancer for this client. What if that freelancer only does half of the work and then disappears. Or what if what's delivered to the client is sloppily completed with many mistakes and/or wrong information. What if this recommended freelancer turns out to be a scammer. What responsibility do you now have with this client since you recommended this freelancer? 


If you feel that you can not deliver what this client needs, THEN it's your responsibility to convey that to this client, 

Hi XXX. After looking at the materials you sent, and seeing the work and timeline, I feel that I can not deliver the quality of work that you deserve. I am declining your offer, and I wish you the best in finding a freelancer with the skills needed to complete you job.


To be honest and forthright with a client will go along way then trying to find a freelancer for him. 


After hearing replies and reasoning to your original post,, you are going to do what you're going to do.  So, good luck. 

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

While I understand where you’re all coming from- a few things.

1. I did not ask in my OP for advice on what I should and should not do. I am convinced of my convictions here and I was correct in doing what I chose.

2. I did ask the community originally before the edit for community guidelines to be referred to top professionals that have the experience for an undertaking so I may refer them to the job posting.

3. When that was not provided, or couldn’t be- I took Lila’s advice and searched for freelancers and picked the person with the exact experience, reviews, UW rating etc that made sense for the work.

4. I did explain to the client why I was declining and offered that person’s UW link describing her profile illustrates her experience in response to Govt RFPs. That I was not sure how many others he was interviewing but if he didn’t have another candidate that she may be available and that I wished him luck.

He thanked me on both accounts.

So in short- I’ve learned the this community is rather pessimistic and believes people posting here cannot come up with appropriate resolutions on their own, and that I will absolutely continue doing what I believe to be best. I may be new here, but I am not new to the working world- business acumen or integrity in client dealings.

And if I choose to support other freelancers- it is my decision to do so knowing the risks of someone failing to meet expectations.

Good thing we don’t all look at opportunities that way- otherwise some people would never have the chance at success.

Good day everyone.

Thank you Lila for actually offering a solution originally before Moderation stepped in.
Community Guru
Petra R Member Since: Aug 3, 2011
13 of 17

Kym M wrote:

2. I did ask the community originally before the edit for community guidelines to be referred to top professionals that have the experience for an undertaking so I may refer them to the job posting.

I get what you were trying to do, you were trying to offer the client an alternative after you noticed that the job was not a good fit for you. That is very nice of you but think about it logically and logistically.


Many of us deal with dozens of clients a week or a day, many of whom have jobs we decide not to take on for some reason or the other.  If every freelancer who decides not to go further with any given proposal started posting in the forum to recruit someone else for those jobs, the forum would drown. It simply isn't practical and simply isn't appropriate (apart from being against the forum rules.)


As far as suggesting someone you found via a search is concerned,  I am sure it'll do no harm, but I'm equally sure you can understand why the rest of us are a little bewildered. 


Once you (if you) get to the point of juggling dozens of actual and potential jobs and clients at any given time you'll probably understand why inserting yourself into a complete stranger's recruitment processes is not part of what most freelancers do here unless they just happen to personally know someone who would be perfect for a contract we don't want for whatever reason.


Avery O Moderator Member Since: Nov 23, 2015
14 of 17

Hi Kym, 

I understand that you would like to help the client shortlist candidates for their job post, which is very nice of you. However, the Community is not the place to look for freelancers for jobs posted in the marketplace. I hope you understand why I had to edit your post as it violates our Community Guidelines.

If you need to look for freelancers for a certain job, you can do so by posting a job in the marketplace so that freelancers who qualify can bid for the job.

~ Avery

View solution in original post

Community Guru
Rene K Member Since: Jul 10, 2014
15 of 17

You can kindly advise the client about how to reformulate the job post to get more skilled applicants. It would already be a great deal of help.

"Where darkness shines like dazzling light"   —William Ashbless
Community Guru
Martina P Member Since: Jul 11, 2018
16 of 17

Kym M wrote:

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. 




I hope you didn't accept an offer before you knew all the details, this could result in a no delivery/ no payment situation which is bad for your rating.

The other thing - boundaries. Yes you can refer clients to other freelancers, if you know them personally and are confident in their abilities. Posting about it here is wrong on so many levels. You seriously look for a freelancer by posting in the forum? You don't know them, right, and you could do your client a huge disservice, which you will find reflected in your feedback. You could find yourself in a world of hurt, which you seem to think is the right thing to do? Headshaking. 

If you want to hire somebody, post a job. Otherwise trust the client is an adult conducting his business. Don't meddle. That will not end well. 

Ace Contributor
Kym M Member Since: Apr 9, 2019
17 of 17
Apparently the whole thread was not read by several here.

His posting was not descriptive of the level of experience needed for this job. Only after he sent the additional information in the interview phase did I realize that I was not the correct person for the job.

Here’s the thing-

I’ve been “chastised” and belittled on this forum several times now by people who don’t understand the concept of doing the right thing even when it’s outside normal practice.

I didn’t realize it was outside of TOS until I was advised and the community guidelines edit was put in place to reflect.

I am leaving Upwork. Your community here is as bad as described, you are not friendly or helpful with few exception. Snarky is the choice of the gurus here and it’s just not for me.

Having my intelligence insulted on a forum indicating I’ve never juggled numerous clients and project prior is laughable.

Maybe not on this site- since I’ve been here maybe 3 weeks. But in my 15 years of business, my projects have been many and just as tedious.

I don’t understand why so many people are limiting themselves on perceived boundaries when you could be breaking the “rules” and actually helping someone.

So you all stick to your methodologies and I will find work elsewhere. I thought I’d try this place out but it is unhelpful, rude and unsupportive of fellow professionals.

Good luck in your future endeavors. May no one ever challenge your thought pattern again.