1. The request for Proposal
授課老師：任維廉 教授
報告人： 賴昭蓉

2. Outline
姓名：賴昭蓉
家鄉：桃園中壢
學歷：
海洋大學運輸系畢業
交大運管所碩一
任維廉老師的學生
興趣：
旅行、吃東西、日文 2

3. Business Research Methods
Donald R. Cooper
Florida Atlantic University-Boca Raton
Pamela S. Schindler
Wittenberg University 3

4. Outline 4 Proposing Research The Request for Proposal
The Research Proposal
Evaluating the Research Proposal 4

5. Proposing Research

6. Proposing Research Importance Document Internal/External research 6
The more inexperienced a researcher is, the more important it is to have a well-planned and adequately documented proposal.
Document
The request for proposal (RFP) and research proposal
Internal/External research 6

7. Proposing Research 7

8. Request for proposal

9. Request for Proposal Definition Government Private firms 9
Formal document issued by a corporate research department, a decision maker, or some other sponsor to solicit services from research suppliers.
Government
To publicly announce RFPs by law.
Private firms
May limit supplier invitations to bidders that they have solicited before, to vendors that have provided past services, or to a single bidder. 9

10. Creating the RFP Define the problem Determine the vendors 10
Internal experts, external experts
Determine the vendors
Industry experience, reputation, geographic location, quality of previous work, size of staff, and strategic alliances. 10

11. Creating the RFP General components 11
Proposal administration information
Summary statement of the problem
Technical section
Management section
Contracts and license section
Pricing section 11

12. Qualify Potential Suppliers12

13. Qualify Potential Suppliers13

14. General Components Proposal administration
Overview of important information on the administration of the project. 👉
Questions, date, Contact information.
Summary statement of the problem
Abstract of the technical section. 👉
The form of a letter. 14

15. General Components
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16. General Components Technical section
Describing the problem to be addressed and the technical details of each requirement . 👉
Problem statement
Description of functional requirements (what actual phases will be included in the research)
Identification of constraints (what might limit research design creativity)
Neither too specific nor too general 16

17. General Components Management section Contracts and license section 17
Implementation schedules, training and reporting schedules, quality control, and other documentation. 👉
Supplier qualification, references, documentation websites…..
Contracts and license section 👉
Terms of payment and required benchmarks.
The RFP is a part of final contract and thus should be worded precisely to avoid interpretation problems.
Safeguarding of intellectual property and the use of copyrights. 17

18. General Components Pricing section 1 18 👉 👉 All cost of the proposal
Ethical standards 👉
有關贊助商的決策面上，贊助商也不會提供公司內部的預算或競爭對手的資訊給供應商去了解。 18 1

19. General Components Format 1 19
有關贊助商的決策面上，贊助商也不會提供公司內部的預算或競爭對手的資訊給供應商去了解。 19 1

20. The Research Proposal

21. The Research Proposal Definition Purpose 1 21
A proposal is an individual’s or company’s offer to produce a product or render a service to a potential buyer or sponsor.
Purpose
To present the management question to be researched and relate its importance
To discuss the research efforts of others who have worked on related management questions
To suggest the data necessary for solving the management question and how the data will be gathered, treated, and interpreted. 21 1

22. Sponsor Uses Assess Benefit 1 22
Purpose, the clarity of design, background material, and the fitness for the project.
Benefit
The research goal has been achieved
Catalyst for discussion between the manager and the researcher 22 1

23. Sponsor Uses 23 1

24. Researcher Benefits Benefit Gantt charts 1 24
Assess previous approaches and revise the research plan
Logic in assumptions, adequacy for the objectives
Guide throughout the investigation
Outline for the final research report
Gantt charts
Work steadily toward the deadline. 24 1

25. Types of Research Proposals
Internal proposal
Done by staff specialists or by the research department within the firm.
External proposal
Sponsored by university grant committees, government agencies, government contractors, not-for-profit organizations, or corporations can be further classified as either solicited or unsolicited.
Complexity
Exploratory studies
Small-scale studies
Large-scale studies 25 1

26. Types of Research Proposals
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27. Types of Research Proposals
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28. Internal Proposals Exploratory study Small-scale study 1 28
Problem statement
Study objectives
Research design
Schedule
Small-scale study
Executive
Problem statement
Study objectives
Research design
Schedule
budget 28 1

29. External Proposals Solicited or unsolicited Important section
Objectives
Design
Qualifications
Schedule
Budget
Facilities and special resources 29

30. Structuring the Research Proposal
Executive summary
To understand quickly the trust of the proposal. 👉
Brief statements of the management dilemma and management question, the research objectives/research question, and the benefits of your proposal.
Problem statement
Management dilemma, background, consequences, and the resulting. 👉
Let managers distinguish the primary problem. 30

31. Structuring the Research Proposal
Research Objectives
Address the purpose of the investigation. 👉
Lay out exactly what is being planned by the proposed research. 👉
Descriptive study, causal study
Literature review
Examine recent(or history significant) research studies, company data, or industry reports that act as a basis for the proposed study. 👉
Discuss how the literature applies to the study you are proposing; show the weaknesses or faults in the design. 31

32. Structuring the Research Proposal
Importance/Benefits of the Study
Describe explicit benefits that will accrue from your study. The importance of “doing the study now” should be emphasized. 👉
Important to the unsolicited external proposal.
Research Design
What you are going to do in technical terms. 👉
Sample, data, instrumentation, procedures, ethical. 32

33. Structuring the Research Proposal
Data Analysis
Describe the proposed handling of the data and the theoretical basis for using selected techniques. 👉
Contact an expert to review the latest techniques available for use in the particular research study.
Dummy data
Nature and form of results
Specify the types of data to be obtained and the interpretations that will be made in the analysis. 👉
Statistical conclusion, applied findings, recommendations…. 33

34. Structuring the Research Proposal
Qualifications of Researchers
Begin with the principal investigator and provide similar information on all individuals involved with the project.
competence
Experience 👉
Subcontract specific research activities. 34

35. Structuring the Research Proposal
Budget
Present in the form the sponsor requests 👉
Internal research proposal
Employee and overhead costs
External research proposal
Person-hour price 35

36. Structuring the Research Proposal
Schedule
Major phases of the project, timetables, and completion of a phase. 👉
Major phases
Exploratory interviews
Final research proposal
Questionnaire revision
Field interviews
Editing and coding
Data analysis
Report generation
Gantt chart, Critical path method (CPM) 36

37. Structuring the Research Proposal37

38. Structuring the Research Proposal
Facilities and Special Resources
List the relevant facilities and resources that will be used. 👉
Project management
Show the sponsor that the research team is organized in a way to do the project efficiently. 👉
Master plan
The research team’s organization
Management procedures and controls for executing the research plan
Examples of management and technical reports
The research team’s relationship with sponsor
Financial and legal responsibility
Management competence 38

39. Structuring the Research Proposal
Bibliography
For all projects that require a literature review, a bibliography is necessary. 👉 39

40. Structuring the Research Proposal
Appendices
Glossary (Terms and definitions as well as acronyms ) 👉
Measurement Instrument
Other (Any detail that reinforces the body of the proposal ) 40

41. Evaluating the Research Proposal

42. Evaluating the Research Proposal
Formal
Competitive government, university, or public sector grants and large-scale contracts 👉
Include
Development of review criteria, using RFP guidelines
Assignment of points to each criterion, using a universal scale
Assignment of a weight for each criterion, based on importance of each criterion
Generation of a score for each proposal, representing the sum of all weighted criterion 42

43. Evaluating the Research Proposal
informal
More qualitative and impressionistic 👉
Neatness
Organization in terms of being both logical and easily understood
Completeness in fulfilling the RFP’s specifications, including budget and schedule
Appropriateness of writing style
Submission within the RFP’s timeline
Not use a system of points and the criteria are not ranked
Other factors 43

44. T H A N K Y O U