Escolar Documentos
Profissional Documentos
Cultura Documentos
Chapter 4
Business
Research
Requests and
Proposals
McGrawHill/Irwin
4-2
Learning Objectives
Understand
the purpose of the request for proposal
and the research proposal; how each is
used
the variations on each and their contents
the processes for evaluating the quality of
proposals
4-3
4-4
4-5
RFPs
RFPs
Provide
Provide
evaluation
evaluation
opportunity
opportunity
Establish
performance
expectations
4-6
4-7
Activities in the
RFP Process
Qualify
Qualify potential
potential vendors
vendors
Write
Write and
and distribute
distribute RFP
RFP
Answer
Answer supplier
supplier questions
questions
Evaluate
Evaluate submissions
submissions
Award
Award contracts
contracts and
and start
start
Provide
Provide critique
critique to
to all
all suppliers
suppliers
4-8
RFP Components
Proposal
Proposal administration
administration
information
information
Summary
Summary statement
statement of
of problem
problem
Technical
Technical section
section
Management
Management section
section
Contracts
Contracts and
and license
license section
section
Pricing
Pricing section
section
4-9
4-10
Pricing Section
Services
Data collection
Data analysis
Client meetings
Travel
Respondent survey
incentives
Mail costs
Telephone costs
Design meetings
Facilities/ Equipment
Pilot tests
Report preparations
Computer models
Project management
Questionnaire/
reproduction costs
Labor
Deliverables
4-11
RFP Elements
Instructions to
bidders
Cost
Cost proposal
proposal
RFP
RFP
Elements
Elements
Services
Services and
and
support
support
Background
Background
Vendor
information
Proposed
solution
4-12
Compatibility/ Desirability
Supplier Facilities/
Procedures
Project management
system
Contractual arrangements
Complaint handling
procedures
Quality assurance
Facilities
Reporting procedures
4-13
4-14
Purpose
Propose
necessary data
Discuss
research
efforts
4-15
Exhibit 4-3
Proposal Development
4-16
Exhibit 4-4
Proposal Complexity
4-17
Structuring the
Research Proposal
Executive Summary
Problem Statement
Research Objectives
Literature Review
Importance/ Benefits
of Study
Research Design
Data Analysis
Nature/Form
Research
Qualifications
Budget
Schedule
Facilities
Project Management
Bibliography
Appendices
4-18
Exhibit 4-5
Modules
4-19
Researcher Qualifications
Professional
Research
Competence
Relevant
Management
Experience
4-20
4-21
4-22
4-23
Elements of a Project
Management Plan
Management
Management
Financial/
Organization
Financial/
competence
competence Organization
Legal
of
Legal
of research
research
responsibility
team
responsibility
team
Team
Team
relationship
relationship
with
with client
client
Plan
Plan
Elements
Elements
Examples
Examples of
of
past
past work
work
Procedures
Procedures
4-24
4-25
4-26
Evaluation of a
Research Proposal
Informal
Formal
Development of
review criteria
Assignment of points
Assignment of
weights
Generation of a
proposal score
Consideration of other
factors
4-27
Key Terms
Proposal
Unsolicited
Solicited
Request for Proposal
4-28