Investment Fund Scoring Rubric

Note: Reviewers must recuse themselves if named as a project lead or sponsor for the specific proposal under review. The measure is scored 1 (poor) – 5 (excellent).

Section 1 – Required

Investment Fund Scoring Rubric Criteria Measure
1-1. All sections of application form are complete. Yes/No
1-2. Proposal has identifiable outcomes and includes implementation 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

Investment Fund Scoring Rubric Criteria Measure
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 and Impact

Investment Fund Scoring Rubric Criteria Measure
3-1. Project Is described in sufficient detail, is clear and 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

Investment Fund Scoring Rubric Criteria Measure
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

Investment Fund Scoring Rubric Criteria Measure
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

Investment Fund Scoring Rubric Criteria Measure
6-1. Proposal includes detailed implementation plan. 1–5 (or N/A)
6-2. Implementation plan is realistic given the time frame and 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)

Investment Fund Scoring Rubric Criteria Measure
7-1. If project involves technology, costs have been appropriately verified and proof of verification provided. Yes/No or N/A
7-2. If project involves facilities, costs have been appropriately verified and proof of verification provided. Yes/No or N/A

Section 8 – Budget & Other Resources

  • 8-1. Budget spreadsheet is complete
  • 8-2. Costs are appropriately itemized and described

Section 9 – Assessment Plan

  • 9-1. Goals/outcomes are clear and reasonable.
  • 9-2. Specific measures of success are tied to each goal/outcome.

Section 10 – Additional Reviewer Comments

Additional reviewer comments will be left in this section.