Investment Fund Scoring Rubric

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Note: Reviewers must recuse themselves if named as a project lead or sponsor for the specific proposal under review.

Investment Fund Scoring Rubric Criteria Measure
SECTION 1 - REQUIRED
1-1. All sections of application form are complete. Yes/No
1-2. Proposal has identifiable outcomes & includes implemenation and assessment plan. Yes/No
1-3. Proposal has potential for rapid and significant impact and/or scale-up and self-funding. Yes/No
SECTION 2 - PREFERRED
2-1. Proposal includes demonstrated cost share (time, money). Yes/No
2-2. Proposal has potential for rapid and significant impact and/or scale-up and self-funding. Yes/No
SECTION 3 - PROJECT DESCRIPTION & IMPACT (5=Excellent; 1=Poor)
3-1. Project Is described in sufficient detail, is clear & understandable. 1 - 5 (or N/A)
3-2. Short term impacts of project are clearly outlined. 1 - 5 (or N/A)
3-3. Longer term impacts of project are clearly outlined. 1 - 5 (or N/A)
SECTION 4 - STRATEGIC PLAN ALIGNMENT (5=Excellent; 1=Poor)
4-1. Project's relationship to Strategic Plan is clearly explained. 1 - 5 (or N/A)
4-2. Project has potential to contribute meaningfully to one or more Strategic Plan goal(s) and/or to a specific measure of success. 1 - 5 (or N/A)
SECTION 5 - SUSTAINABILITY (5=Excellent; 1=Poor)
5-1. Proposal offers clear explanation for how project will become self-sustaining. 1 - 5 (or N/A)
5-2. Plans for sustainability are realistic. 1 - 5 (or N/A)
SECTION 6 - IMPLEMENTATION PLAN (5=Excellent; 1=Poor)
6-1. Proposal includes detailed implementation plan. 1 - 5 (or N/A)
6-2. Implementation plan is realistic given the time frame & resources needed. 1 - 5 (or N/A)
SECTION 7 - CONSULTATION
Yes - costs have been verified and proof of verification was provided.
No - costs have not been verified and/or proof of verification was not provided.
7-1. If project involves technology, costs have been appropriately verified & proof of verification provided. Yes/No Or N/A
7-2. If project involves facilities, costs have been appropriately verified & proof of verification provided. Yes/No Or N/A
SECTION 8 - BUDGET & OTHER RESOURCE (5=Excellent; 1=Poor)
8-1. Budget spreadsheet is complete. N/A
8-2. Costs are appropriately itemized and described. N/A
SECTION 9 - ASSESSMENT PLAN (5=Excellent; 1=Poor)
9-1. Goals/outcomes are clear & reasonable. N/A
9-2. Specific measures of success are tied to each goal/outcome. N/A
SECTION 10 - ADDITIONAL REVIEWER COMMENTS
Reviewer Comments Open text

Last Updated 11/21/17

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