Scoring Criteria
The decision and stage are explicit; objectives and intended claim are bounded; relevant alternatives or justified reference are defined; perspective, population, horizon and chosen assessment approach are coherent and justified.
These choices support the decision; one minor scope explanation needs clarification without changing comparisons.
Question and approach are usable, but a scope or alternative choice needs material clarification; conclusions remain bounded to what can be supported.
The declared perspective, horizon or alternatives materially mismatch the intended decision, leaving consequential comparisons unreliable.
The complete submitted assessment has no usable decision or boundary, or its chosen approach cannot answer its claimed question.
Relevant resources are reconciled to the declared perspective and alternatives with sources, periods, inclusions and exclusions; shared, capital, in-kind and participant resources are treated where relevant without double counting; any economy claim compares input price and quality on a defensible basis; currency and price year are clear, with justified conversion, inflation and temporal treatment where needed.
Cost reconstruction and price-quality interpretation are credible; one minor allocation or costing detail does not materially affect the judgment.
Cost categories and key sources are traceable but an allocation or exclusion rationale needs improvement; limitations are visible and affected comparisons qualified.
An observed inconsistent boundary, unsupported allocation, double count or unsuitable price comparison materially distorts value claims.
The complete assessment substitutes budget for actual costs without justification, invents savings, or bases a decisive cost claim on irreconcilable or fundamentally mismatched costs.
Measures, denominators, populations, timing and quality are defined and traceable. Efficiency relates inputs to comparable outputs; effectiveness concerns outcomes. Outcome attribution and alternative explanations are addressed to the degree needed for the claim. CEA uses comparable outcomes and coherent incremental comparisons where justified; CBA uses defensible valuation without double counting and retains material unmonetized effects. A 4Es assessment need not monetize or produce a numerical ranking.
Measures and comparisons support the bounded claims; one minor result-detail gap does not alter interpretation.
Results are traceable but a comparison or claim needs material qualification; the assessment avoids asserting the unsupported conclusion.
Incomparable outcomes, denominator mismatch, or treating output counts as established effects materially undermines a claimed comparison.
The complete assessment's decisive result or ranking is unsupported, such as causal effectiveness inferred solely from spending or incompatible outcome units treated as interchangeable.
Relevant groups, access barriers and burdens are considered; quality, reach and distributional evidence are connected to objectives and resource use; important tradeoffs and whose values inform them are explicit; cheaper inputs or higher aggregate ratios do not automatically determine better value.
Material distributional and quality issues are addressed; a minor tradeoff explanation remains.
Groups and tradeoffs are identified but interpretation is thin; conclusions acknowledge that limitation.
An observed omission or dismissal of a material access, quality or burden issue skews the value judgment.
The complete assessment recommends an option as better value solely because it is cheaper while supplied evidence shows failure of a necessary objective or serious unaddressed harm.
Material assumptions and evidence limits are explicit; proportionate sensitivity or scenario checks address plausible changes; recommendations reflect decision-relevant uncertainty and do not overstate causal, comparative or operational certainty; follow-up actions are justified and ownership is confirmed or labeled proposed.
Conclusions and uncertainty analysis are credible; one minor assumption or follow-up explanation needs clarification.
Limitations are specific and recommendations cautious, but a material sensitivity or decision implication needs more work.
The assessment identifies but does not address a consequential uncertainty and still makes a firm favorable ranking or recommendation.
The complete assessment conceals or dismisses decisive uncertainty, fabricates certainty, or claims operational clearance from a score.
Purpose and Inputs
Use this rubric to prepare, review or improve a value for money framework or assessment. It assesses the quality and evidential fitness of the work. It does not calculate an economic optimum or certify that an intervention offers good value.
Supply the decision and intended users, stage, alternatives, perspective, time horizon, relevant requirements, draft and located cost/result sources. For an assessment, provide the reconciliation and assumptions behind the claims. For a plan, identify proposed sources and future procedures. An unavailable ledger, outcome study or distributional record limits judgment; a clean narrative cannot replace it. Share only de-identified or aggregate evidence.
Choose the Assessment Approach
The four Es organize questions about input purchasing, resource conversion, outcomes and distribution. CEA compares resources with a common nonmonetary outcome. CBA values benefits and costs in money where defensible and retains important effects that remain unmonetized. These approaches can complement one another; none is required for every job. Magenta Book Annex A, A3.1, A3.3, A3.5 and A3.6
Use the current requirements governing the actual decision. The Green Book 2026 is UK appraisal guidance; its rates, statutory duties and horizons do not automatically govern an international program evaluation. Distinguish prospective appraisal from retrospective reporting. Green Book 2026, Introduction and chapter 6
Anchored Assessment
Use the complete anchors in the Review prompt. Read each row with the governing evidence rules below. The labels and 1 to 5 scale are editorial documentation anchors, not a source owner's calibrated value measure.
| Dimension | 5: Fully Supported | 4: Minor Clarification | 3: Material Improvement, Bounded Claim | 2: Consequential Defect | 1: Fundamental Defect |
|---|---|---|---|---|---|
| Decision, Perspective and Scope | Decision, stage, claim, alternatives, perspective, population, horizon and approach are coherent and justified. | One minor scope explanation remains. | Material scope clarification needed; claims stay bounded. | Boundary or approach materially mismatches decision. | No usable decision/boundary or approach cannot answer the claim. |
| Cost Boundaries and Economy | Relevant costs reconcile; allocation, inclusions/exclusions and applicable temporal/price-quality treatment are justified. | Minor costing detail cannot change judgment. | Allocation/exclusion rationale needs improvement; affected comparisons qualified. | Observed boundary, allocation, double-count or price-comparison defect distorts value. | Decisive cost claim is invented, irreconcilable or fundamentally mismatched. |
| Results and Comparability | Traceable measures and like-for-like comparisons support the claim; selected CEA/CBA branches are valid. | Minor result detail does not alter interpretation. | Material comparison qualification needed and acknowledged. | Outcome, denominator or output/effect confusion undermines comparison. | Decisive causal/result/ranking claim unsupported. |
| Equity and Value Tradeoffs | Relevant groups, access, burdens, quality and tradeoffs are connected to objectives and values. | Minor tradeoff explanation remains. | Groups/tradeoffs identified but interpretation thin and qualified. | Material distributional or quality issue omitted or dismissed. | Cheapest recommended despite failure of necessary objective or serious unaddressed harm. |
| Uncertainty and Conclusions | Material assumptions, proportionate sensitivity, bounded conclusions and justified actions are explicit. | Minor assumption/follow-up explanation remains. | Specific limitations but material sensitivity/implication needs work. | Firm conclusion despite consequential unaddressed uncertainty. | Decisive uncertainty concealed or certainty/clearance fabricated. |
Evidence and Interpretation
Judge the selected stage and approach, using located evidence. Do not infer operational failure from unavailable records. Separate observed defects, Not Evidenced, Conflicting Evidence and justified N/A; never assign zero for an evidence state. A missing required active criterion prevents a complete numeric dimension judgment. Other-method branches are outside scope. If an assessed active criterion is N/A, Not Evidenced or unresolved, withhold totals, bands, percentages and rescaled equivalents while retaining supported findings.
For the unadapted complete rubric, only when all five dimensions and active criteria are applicable, sufficiently evidenced and conflict-free may the secondary documentation summary be Total X/25: Strong 22-25, Adequate 17-21, Needs Revision 11-16, Substantial Revision 5-10. A well-evidenced assessment finding poor value can score highly. A high documentation score is never a favorable program-value conclusion. Critical validity, inference, ethics, safety and confidentiality blockers override every score. Documentation does not grant clearance, certification, compliance or practitioner validation. Cross-stage, cross-boundary and adapted scores are not automatically comparable.
Costing and Judgment Safeguards
Account for relevant resources and explain the boundary rather than forcing every perspective to include identical items. Distinguish program replication costs from research-only evaluation costs; routine monitoring may be a program ingredient. Reconcile shared resources and participant contributions where relevant. J-PAL Costing Guidelines, pp. 2 to 6
Currency, price year, population, period and outcome definitions need a consistent comparison basis; incomplete detail limits transferability. Do not treat historical costing conventions as universal. J-PAL Conducting CEA, Calculating costs and Student participation
Value depends on the purpose and benefits achieved. Inability to demonstrate value is distinct from proof that value was absent. Distributional burdens, service quality and evidence limits belong in the judgment. New Zealand Audit Office, Defining and assessing value for money
Use the Three Modes
Generate creates a bounded proposal or assessment from available inputs. Review applies the full anchors and requests located missing evidence. Revise preserves supported content, shows each change's basis and retains unresolved operational work. A proposed textual correction does not prove a ledger has been reconciled, an effect established or an equity concern resolved.