The Market Research Proposal Evaluation Form is a critical tool used by organizations in South Africa to assess and compare market research proposals from various providers. This document becomes necessary when organizations need to evaluate multiple research proposals or ensure consistency in their assessment process. It incorporates key considerations under South African law, including compliance with POPIA, Consumer Protection Act, and industry standards set by bodies such as SAMRA. The form typically includes evaluation criteria for technical competency, methodology, cost effectiveness, risk assessment, and regulatory compliance. It serves as both a decision-making tool and a record of the evaluation process, which is particularly important for audit purposes and maintaining transparency in vendor selection.
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1. Evaluator Information: Details of the person(s) conducting the evaluation, including name, position, department, and date of evaluation
2. Research Provider Details: Information about the company/individual submitting the proposal, including company registration details, BEE status, and contact information
3. Proposal Overview: Basic information about the proposal including project title, reference number, submission date, and requested budget
4. Technical Evaluation Criteria: Assessment of research methodology, sampling approach, data collection methods, and analysis techniques
5. Compliance Assessment: Evaluation of adherence to relevant legislation, including POPIA, Consumer Protection Act, and industry standards
6. Resource Evaluation: Assessment of the proposed team, infrastructure, and capacity to deliver
7. Cost Analysis: Evaluation of proposed costs, value for money, and budget breakdown
8. Risk Assessment: Identification and evaluation of potential project risks and proposed mitigation strategies
9. Scoring Summary: Overall scoring matrix and final evaluation outcome
1. Previous Experience Review: Assessment of the provider's track record and past performance - include when evaluating new providers or for high-value projects
2. Innovation Assessment: Evaluation of innovative approaches or technologies proposed - relevant for complex research projects
3. Transformation Goals: Assessment of contribution to transformation objectives - include when relevant to organizational requirements
4. Environmental Impact: Evaluation of environmental considerations in research methodology - include for projects with potential environmental impact
5. Subcontractor Evaluation: Assessment of proposed subcontractors or partners - include when subcontracting is involved
1. Scoring Matrix: Detailed breakdown of evaluation criteria and scoring guidelines
2. Compliance Checklist: Comprehensive checklist of required compliance elements and documentation
3. Cost Evaluation Template: Standardized template for analyzing and comparing cost proposals
4. Technical Requirements Checklist: Detailed list of technical requirements and evaluation criteria
5. Reference Check Template: Template for conducting and documenting reference checks
6. Risk Assessment Matrix: Framework for evaluating and rating various types of project risks
Authors
Relevant legal definitions
Clauses
Relevant Industries
Retail
Financial Services
Technology
Healthcare
Consumer Goods
Telecommunications
Manufacturing
Media and Entertainment
Professional Services
Education
Government and Public Sector
Mining and Resources
Agriculture
Tourism and Hospitality
Relevant Teams
Marketing
Market Intelligence
Procurement
Legal
Compliance
Risk Management
Strategy
Commercial
Business Development
Research & Analytics
Vendor Management
Project Management
Relevant Roles
Research Manager
Market Intelligence Manager
Procurement Manager
Business Development Manager
Marketing Director
Commercial Manager
Strategy Analyst
Research Coordinator
Compliance Officer
Legal Counsel
Risk Manager
Project Manager
Category Manager
Vendor Relations Manager
Chief Marketing Officer
Business Intelligence Manager
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