Professional Documents
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Summary Sheet
Project Name:
Project Manager:
Date of Evaluation:
See instructions on next tab before entering data into this form.
RESOURCE AVAILABILITY
PROJECT MANAGEMENT
ORGANIZATION PRIOR
QUALITY ASSURANCE
STAFFING W/ DIRECT
TEAM MANAGEMENT
OFFICE LOCATION
CODE OF ETHICS
FEE STRUCTURE
IMPARTIALITY
REFERENCES
EXPERIENCE
EXPERIENCE
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MAXIMUM
POSSIBLE
CONSULTING FIRM RATING
WEIGHT 0 0 0 0 0 0 0 0 0 0 0 0 0 0
TOTAL RATING
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Name SCORE 0.0
RATING 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Consultant Evaluation Summary Sheet [Rev. 1.0 7-30-2004] Page 1 of 2 Print Date: 02/21/2023
Your Logo Here CONSULTANT EVALUATION <Your Organization Name>
Instructions:
1.) Fill out a Consultant Evaluation form for each candidate organization.
2.) Fill out Project Name, etc., at top of this Summary Sheet
3.) Copy Selection Criteria (if changed) from Consultant Evaluation form to the Summary sheet
4.) Enter each consultant's name
5.) Set Weights in Row 7 to match your priorities (replace 0). Weights can be whole numbers
from 1 to 5 where:
1 = very low priority
2 = low priority
3 = medium priority
4 = high priority
5 = very high priority
6.) For each consultant, transfer scores from the Consultant Evaluation forms to the white
SCORE cells in this worksheet. Ratings and Total Ratings are calculated automatically.
7.) Repeat for each consultant.
Page
Template: Consultant Evaluation Summary Form [Rev. 1.0 7-30-2004] 2 of 2 Print Date: 02/21/2023