Toolbox
Overview
Evaluation4.1.5 Forms and documents
Several documents must be prepared before the evaluation can be carried out. Below you will find a short description of these documents with an exhaustive toolbox for most of these items. Their design will depend on the chosen evaluation process.
Guidelines for evaluators
This document provides evaluators and experts with the necessary information about the evaluation (process, criteria, thresholds, dates and deadlines) to perform their task properly. If scoring of criteria is involved, the guidelines must include precise instructions for allocating scores.
>> Download Template 1
>> Download Template 2
Non-disclosure agreement (NDA)
All information contained in a proposal is confidential. Usually, employees of funding organisations have already signed a NDA, but if external experts / evaluators are involved, it is recommended to supply a form they can sign.
The evaluators have to confirm that there is no “conflict of interest”. A clear definition of such a conflict is required.
>> Download Template 1
>> Download Template 2
>> Download Template 3
Checklists of evaluation criteria
This list of criteria has to be mutually agreed among all agencies of the ERA-NET and will be applied at the ERA-NET level.
Larger domains of criteria may be broken down into detailed sub-criteria.
For transparency, this list is also published in the guidelines for applicants.
>> Download Template 1
>> Download Template 2
>> Download Template 3
Individual Evaluation reporting form
Evaluation reporting forms are designed for collecting results from the evaluators; ideally, they are provided in a form that makes it easy to create a result table.
Evaluation results (scores, yes/no decision) will be accompanied by detailed comments explaining the evaluator’s conclusion.
Deadlines for returning the complete results shall be highlighted on the form.
>> Download evaluation reporting form
Summary report
A summary report compiles the individual evaluation results.
>> Download Template
>> Download Project Proposal Evaluation Summary
Consensus report
The final outcome of the evaluation, i.e. a list of proposals recommended for funding (grouped or ranked), is accompanied by the consensus report, which lists the common decisions and justifications.
