· Use this form when choosing among candidate consulting organizations and/or consultants (hereinafter candidate).
· Fill out one form per candidate.
· Numerical scores on this form should be entered into the Consultant Evaluation Summary Worksheet.
· Search and Replace all of “<Your Organization Name>” with the name of your organization.
Project Name:

Prepared by:

Date (MM/DD/YYYY):

<Your Organization Name> Information

Project Name

Date of Evaluation

Candidate Information

Organization Name

Organization Address

Contact Name

Contact Phone

Contact E-mail

For each category below, enter a numerical score in the space provided (Score [ ]) using the following scale:

1 = Very Dissatisfied (Candidate fails to meet most or all expectations)
2 = Somewhat Dissatisfied (Candidate fails to meet some expectations)
3 = Satisfied (Candidate meets expectations)
4 = More than Satisfied (Candidate exceeds some expectations and meets the rest)
5 = Extremely Satisfied (Candidate exceeds most expectations; Candidate is everything we hoped for and more)
1. Prior Experience: (obtain résumé)
Score [ ]

· Has candidate worked with other comparable organizations?
[ ] Yes [ ] No

If Yes, list here:

· Does candidate have prior experience with relevant technologies or products?
[ ] Yes [ ] No

· How recent?

· How extensive?

2. Quality Assurance:
Score [ ]

· What is the candidate’s process to ensure accurate delivery of project requirements?

· What steps does the candidate take to ensure that what they deliver is actually what its customer needed?

3. Staffing w/ Direct Experience: (obtain résumés)
Score [ ]

· Will the individual consultants whose resumes we have been given actually be assigned to our project?
[ ] Yes [ ] No

· Does the consulting staff assigned to our project have experiences that are relevant and recent as it relates to our requirements?

4. References:
Score [ ]

· Can the candidate cite examples of comparable projects they have done that were actually implemented and used by its customer?

· Did the customers consider these projects successful?

· List reference names:

5. Fee Structure: (obtain sample contract)
Score [ ]

· Does the proposed fee cover the entire scope of services that are required?
[ ] Yes [ ] No

· Is the fee within our estimates?
[ ] Yes [ ] No

· Does the candidate agree to a deliverables-based payment schedule?
[ ] Yes [ ] No


6. Impartiality:
Score [ ]

· Does the candidate have any partnerships or other allegiances that could compromise its impartiality with respect to this project?

7. Team Management ability: (Where relevant)
Score [ ]

· Can the candidate document the effectiveness of their team management skills? Give examples here:

8. Project Management Ability:
Score [ ]

· What does the candidate provide as evidence of effective Project Management practice?

· By what means will the candidate determine and then communicate project status?

· Does the candidate provide effective issue management and change control processes?

How does the candidate deal with project risk?

9. Availability of Resources:
Score [ ]

· Does the candidate have sufficient staffing and infrastructure to support the project?
[ ] Yes [ ] No

· Will the candidate team be doing other work concurrently that might distract it from this project?
[ ] Yes [ ] No

· Will the same individuals be working on the project from start to finish (per role, for example, will the same business analyst(s) gather and document all requirements?)
[ ] Yes [ ] No

· If candidate staff will be working off-site, will they be available via phone? E-mail? IM? Other means?

10. Office Location:
Score [ ]

· What is the distance from the candidate organization’s office to the relevant <Your Organization Name> office(s)?

· Will individual consultants be traveling from distant locations? If Yes, will that affect availability?

11. Code of Ethics: (obtain a copy, if available)
Score [ ]

· Does the candidate adhere to a formal Code of Ethics?
[ ] Yes [ ] No

· Can the candidate offer evidence that it adheres to an ethical practice?