Proposal Stage: Submit a Proposal

SavvyTribe® provides you with the collaboration tools that you need to manage an entire engagement, from first interaction through project completion. 

Below is an overview of the “Proposal Stage: Submit a Proposal” process.

Overview

To submit a proposal, a logged in SavvyTribe® Expert can navigate to the SavvyTribe® home page and perform a Project Search. Once a project has been identified that matches the Expert’s skill set and completion requirements, the Expert can submit a proposal to the Organization that posted the project.

In the example below, the sample SavvyTribe® Expert, Donnie Gagne, performed a Project Search that he filtered by Category > Technology & Digital

The search found 1 result, the Community Online Portal project. Donnie can now click the Send Proposal button to begin the submission process.

Once the Send Proposal button has been clicked, the project detail page will load. Donnie can now review the project details that describe the:

  1. Expert Type
  2. Project Duration
  3. Indigenous Experience Level
  4. Preferred Language
  5. Project Description
  6. Project Goal(s)
  7. Skills Required

Once Donnie has reviewed the project details, he can determine:

  1. If his skillset meets the Skills Required for the project
  2. If he can produce a product that accomplishes the project goals
  3. If the project timelines can be met

Donnie can now submit a proposal to the Organization by populating the following mandatory fields:

  1. Your Price
  2. Days to Complete
  3. Cover Letter

Once the 3 mandatory fields have been populated, Donnie will be required to click the checkbox “I agree to the Terms and Conditions” The final step in the process is to click the Submit Proposal button.

Once the proposal has been submitted, the Organization that posted the project will be notified that a new proposal has been submitted for this project.

The submitted proposal will now be posted in both the Organization’s and the Expert’s respective Dashboards >

Expert Dashboard

Organization Dashboard

Further actioning in the process, for both Expert and Organization, will be demonstrated in their respective on-boarding processes.

Project Fees

  • For fixed fee, this is the total project value, inclusive of the SavvyTribe® fee.
  • For hourly fee projects, this will include the hourly rate ($/hr, inclusive of the SavvyTribe® fee) and the maximum (not to exceed) total hours to be worked.

Expenses

  • Estimated expenses that will be incurred. Actual expenses will be reported as incurred and will require the Organization’s approval before payment is made.

Payment Schedule

  • For fixed fee projects, experts can break up the total project fees into discreet payment dates and amounts. The Expert must submit payment requests through the SavvyTribe® platform and the Organization’s approval is required before any payment is made.
  • For hourly rate projects, experts can upload timesheets and submit for payment approval at any time. The Expert must submit payment requests through the SavvyTribe® platform and the Organization’s approval is required before any payment is made.

Review Proposal

Organizations can review proposal details in the workspace and may request additional changes to a proposal or may approve a proposal.  

Approve Proposal

If an Organization approves an Expert’s proposal, the Expert and client will move to the Contract phase. In addition, other Experts that may have submitted proposals will be notified that another Expert has been selected for the project.