SayPro Templates to Use:
Proposal Review Feedback Template: A template for providing structured feedback to proposal creators about any necessary changes or additions
Proposal Review Feedback Template
1. General Information
- Proposal Title: [Insert Title]
- Proposal ID: [Insert ID]
- Date of Submission: [Insert Date]
- Submitted By: [Insert Name/Organization]
- Reviewed By: [Insert Your Name/Position]
- Date of Review: [Insert Date]
2. Summary of Proposal Review
- Overall Assessment:
[Provide an overall summary of the proposal’s compliance with the SayPro Monthly Compliance Check requirements. Indicate whether the proposal generally meets expectations, and specify if it is in need of substantial revisions or minor adjustments.]Example: “The proposal meets most of the basic compliance requirements but lacks sufficient detail in the budget section. The technical scope of work is aligned with the guidelines, but more clarity is needed regarding the timeline and project deliverables.”
3. Compliance Check Categories
3.1. Proposal Structure & Content Compliance
- Requirement: Proposal must follow a clear structure and meet the criteria outlined in SayPro Tenders guidelines.
- Feedback:
[Provide feedback about the proposal’s structure. Address whether it is logically organized and whether it follows the required format for all sections.]Example: “The proposal structure is well-organized, but the executive summary is too brief. Please provide more detailed context for the project, including key objectives, expected outcomes, and methodologies.”
3.2. Technical Proposal Compliance
- Requirement: The technical aspects of the proposal must align with the project’s specifications and objectives.
- Feedback:
[Offer suggestions for improvement or clarity regarding technical aspects such as scope, deliverables, timeline, and approach.]Example: “The technical section needs more detail regarding the approach to risk management. Additionally, the deliverables should be more clearly defined, particularly around milestones and expected results.”
3.3. Financial Proposal & Budget Compliance
- Requirement: The financial proposal must provide a detailed breakdown of costs, including materials, labor, and other expenses. All costs should be aligned with market standards.
- Feedback:
[Address the completeness and transparency of the budget. Indicate whether any line items are unclear or need adjustment.]Example: “The budget section requires revision. The cost breakdown for labor seems inconsistent with industry standards. Please ensure all cost categories are properly detailed and justified with appropriate market references.”
3.4. Legal & Regulatory Compliance
- Requirement: Proposals must comply with all applicable legal, regulatory, and contractual requirements.
- Feedback:
[Ensure that the proposal adheres to relevant laws, regulations, and contractual obligations.]Example: “The proposal does not include a signed NDA or other required legal documents. Please provide the necessary legal documentation as per the SayPro compliance guidelines.”
3.5. Proposal Timeline Compliance
- Requirement: The timeline proposed must be realistic and reflect the project’s complexity and scope.
- Feedback:
[Review the proposed timeline for any issues such as unrealistic deadlines or missing phases.]Example: “The timeline appears overly ambitious. The milestones need to be extended to accommodate realistic completion dates for each stage of the project.”
4. Key Areas for Improvement
[Provide a list of specific areas that require further attention or revision. These could be sections, documents, or aspects of the proposal that don’t meet compliance or require more detail.]
- Area 1: [Description of Issue]
- Area 2: [Description of Issue]
- Area 3: [Description of Issue]
Example:
- Area 1: Detailed breakdown of project deliverables is lacking.
- Area 2: Budget section does not align with expected market rates for key services.
- Area 3: Executive summary does not clearly define project objectives.
5. Suggested Modifications
[Provide specific suggestions for the changes or additions that need to be made to improve the proposal and bring it into compliance.]
- Modification 1: [Specific suggestion for improvement or addition]
- Modification 2: [Specific suggestion for improvement or addition]
- Modification 3: [Specific suggestion for improvement or addition]
Example:
- Modification 1: Add a more detailed executive summary that outlines key objectives, deliverables, and expected outcomes.
- Modification 2: Revise the budget section to provide a clearer cost breakdown with justifications based on industry standards.
- Modification 3: Expand the risk management plan to address potential challenges and how they will be mitigated.
6. Conclusion & Next Steps
- Conclusion:
[Summarize your final assessment of the proposal and provide a clear statement about whether it is acceptable with revisions or requires substantial overhaul.]Example: “The proposal generally meets the requirements but needs revisions in the technical scope and financial details to ensure it aligns with SayPro compliance standards.” - Next Steps:
[Outline any necessary actions. For example, indicate whether the proposal should be resubmitted, or if further discussion or clarification is needed.]Example: “Please revise the technical and budget sections and resubmit the proposal within one week for further review. If you need assistance in clarifying any points, do not hesitate to reach out.”
7. Reviewer’s Signature:
[Insert Reviewer’s Name and Signature]
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