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Market Research Proposal Evaluation Form for South Africa

Market Research Proposal Evaluation Form Template for South Africa

A comprehensive evaluation framework designed for assessing market research proposals in accordance with South African legislation and industry standards. The document provides a structured approach to evaluating research methodologies, cost effectiveness, technical capabilities, and compliance with relevant regulations including POPIA and the Consumer Protection Act. It includes detailed scoring criteria, risk assessment parameters, and compliance checklists to ensure objective and thorough evaluation of research proposals while maintaining alignment with South African business practices and legal requirements.

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What is a Market Research Proposal Evaluation Form?

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.

What sections should be included in a Market Research Proposal Evaluation Form?

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

What sections are optional to include in a Market Research Proposal Evaluation Form?

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

What schedules should be included in a Market Research Proposal Evaluation Form?

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

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

South Africa

Publisher

Ƶ

Document Type

Evaluation Form

Cost

Free to use
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

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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