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Chapter 4


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Chapter 4

  1. 1. Learning Objectives <ul><li>Understand </li></ul><ul><li>the purpose of the request for proposal and the research proposal; how each is used </li></ul><ul><li>the variations on each and their contents </li></ul><ul><li>the processes for evaluating the quality of proposals </li></ul>
  2. 2. The Research Proposal Process
  3. 3. The RPP-Using a Research Supplier
  4. 4. Benefits of the RFP RFPs Provide monitoring device Provide control function Provide evaluation opportunity Formalize research procurement process Establish performance expectations
  5. 5. Unethical uses of RFPs <ul><li>Help sponsor plan project budget </li></ul><ul><li>Gather cost estimates and design ideas for in-house projects </li></ul><ul><li>Create impression of competitive bid for sole-source project </li></ul>
  6. 6. Activities in the RFP process Qualify potential vendors Write and distribute RFP Answer supplier questions Evaluate submissions Provide critique to all suppliers Award contracts and start
  7. 7. RFP Components Proposal administration information Summary statement of problem Technical section Management section Pricing section Contracts and license section
  8. 8. Pricing Section <ul><li>Services </li></ul><ul><li>Data collection </li></ul><ul><li>Data analysis </li></ul><ul><li>Client meetings </li></ul><ul><li>Travel </li></ul><ul><li>Respondent survey incentives </li></ul><ul><li>Mail costs </li></ul><ul><li>Telephone costs </li></ul><ul><li>Design meetings </li></ul><ul><li>Facilities/ Equipment </li></ul><ul><li>Pilot tests </li></ul><ul><li>Report preparations </li></ul><ul><li>Computer models </li></ul><ul><li>Project management </li></ul><ul><li>Questionnaire/ reproduction costs </li></ul><ul><li>Labor </li></ul><ul><li>Deliverables </li></ul>
  9. 9. RFP Elements RFP Elements Services and support Cost proposal Background Vendor information Proposed solution Instructions to bidders
  10. 10. Qualifying Research Suppliers <ul><li>Research Supplier/ Staff </li></ul><ul><li>Experience and industry status </li></ul><ul><li>Code of ethical performance </li></ul><ul><li>Skill and experience </li></ul><ul><ul><li>Project management </li></ul></ul><ul><ul><li>Research skills </li></ul></ul><ul><ul><li>Business knowledge </li></ul></ul><ul><li>Compatibility/ Desirability Supplier Facilities/ Procedures </li></ul><ul><li>Project management system </li></ul><ul><li>Contractual arrangements </li></ul><ul><li>Complaint handling procedures </li></ul><ul><li>Quality assurance </li></ul><ul><li>Facilities </li></ul><ul><li>Reporting procedures </li></ul>
  11. 11. The RPP- Doing the project internally
  12. 12. The Research Proposal Purpose Present management question Propose necessary data Suggest data collection and analysis Discuss research efforts
  13. 13. Proposal Development
  14. 14. Proposal Complexity
  15. 15. Structuring the Research Proposal <ul><li>Executive Summary </li></ul><ul><li>Problem Statement </li></ul><ul><li>Research Objectives </li></ul><ul><li>Literature Review </li></ul><ul><li>Importance/ Benefits of Study </li></ul><ul><li>Research Design </li></ul><ul><li>Data Analysis </li></ul><ul><li>Nature/Form </li></ul><ul><li>Research Qualifications </li></ul><ul><li>Budget </li></ul><ul><li>Schedule </li></ul><ul><li>Facilities </li></ul><ul><li>Project Management </li></ul><ul><li>Bibliography </li></ul><ul><li>Appendices </li></ul>
  16. 16. Researcher’s Qualifications Relevant Management Experience Professional Research Competence
  17. 17. Sample Proposed Budget
  18. 18. CPM Schedule
  19. 19. Elements of a Project Management Plan Financial/ Legal responsibility Team relationship with client Procedures Organization of research team Management competence Examples of past work Plan Elements
  20. 20. <ul><li>Develop a memo-proposal for a research study in which 300 interviews are conducted to address the management question for a management dilemma you face at work or with an organization for which you volunteer. </li></ul>