Difference between revisions of "Procuring a Survey Firm"

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=== Terms of Reference ===
 
=== Terms of Reference ===
The TOR is an essential document when working with a private Survey Firm.  
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The [[Survey Firm TOR]] specifies scope of work, responsibilities, required activities, and deliverables. Developing a detailed TOR is essential!! Be sure that expectations and standards are clearly spelled out, with potential consequences. Otherwise even if you detect fraud may not be able to do anything about it!
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** Insert link to TOR template **
 
** Insert link to TOR template **
  

Revision as of 01:15, 7 February 2017

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Guidelines

Who will collect the data?

Most DIME surveys are conducted by a private Survey Firm. Other options include:

1. Government agency / Ministry

  • Pros: enumerators have sector knowledge; may be logistically simpler if project is paying for survey
  • Cons: perceived as independent? willing to survey control sites? Quality controls? performance incentives? HH survey experience?

2. National Statistics Office

  • Pros: Often high capacity
  • Cons: IE surveys are not in typical scope of work (focus on nationally representative surveys), busy with existing surveys, may not be interested in small-scale contracts

3. Directly hire enumerators

  • Pros: Highest degree of flexibility and control over the process
  • Cons: Procurement challenge (many individual consultants), full responsibility for logistics, requires much more time/effort from research team

Procurement Process

Figure 1: Procurement Process
Stage Minimum time required
Due diligence: research local survey firm options 2 weeks
Prepare detailed Terms of Reference (TORs) 2 weeks
Publish request for Expression of Interest (rEOI) 1 day
Firms submit expression of interest (EOI) 3 weeks
Shortlist firms based on EOI 1 day
Publish TOR and call for proposals 1 day
Shortlisted firms submit technical and financial proposals 3 weeks
Evaluation of technical then financial proposals 1 week
Negotiations and award of contract to selected firm 1 week
Contract published and signed 1 week

Terms of Reference

The Survey Firm TOR specifies scope of work, responsibilities, required activities, and deliverables. Developing a detailed TOR is essential!! Be sure that expectations and standards are clearly spelled out, with potential consequences. Otherwise even if you detect fraud may not be able to do anything about it!

    • Insert link to TOR template **

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This article is part of the topic Survey Firm Procurement


Additional Resources

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