Skip Navigation Links
Centers for Disease Control and Prevention
 CDC Home Search Health Topics A-Z
National Center For Chronic Disease Prevention and Health Promotion
Tobacco Information and Prevention Source (TIPS)
TIPS Home | What's New | Mission | Fact Sheets | Site Map | Contact Us
Contents
About Us
Publications Catalog
Surgeon General's Reports
Research, Data, and Reports
How To Quit
Educational Materials
New Citations
Tobacco Control Program Guidelines & Data
Celebrities Against Smoking
Sports Initiatives
Campaigns & Events
Smoking and Health Database
Related Links

 


Appendix D: 

Evaluation Contracts Checklist


Daniel L. Stufflebeam, February 2001

Instructions: Mark each item as important and incorporated with a checkmark or not applicable (na) or leave it blank, indicating not agreed to though important.

Working with Contractors

This checklist will help program managers, staff, evaluators, and evaluation clients identify key contractual issues and make and record their agreements for conducting an evaluation. Advance agreements on these matters can mean the difference between an evaluation's success and failure.

1. Basic Considerations

_____ Object of the evaluation
_____ Purpose of the evaluation
_____ Client
_____ Other right-to-know audiences
_____ Authorized evaluator(s)
_____ Guiding values and criteria
_____ Standards for judging the evaluation
_____ Contractual questions

2. Information

_____ Required information
_____ Data-collection procedures
_____ Data-collection instruments and protocols
_____ Information sources
_____ Participant selection
_____ Provisions to obtain needed permissions to collect data
_____ Follow-up procedures to assure adequate information
_____ Provisions for assuring the quality of obtained information
_____ Provisions to store and maintain security of collected information

3. Analysis

_____ Procedures for analyzing quantitative information
_____ Procedures for analyzing qualitative information

4. Synthesis

_____ Participants in the process to reach judgments
_____ Procedures and guidelines for synthesizing findings and reaching judgments
_____ Decisions on whether evaluation reports should include recommendations

5. Reports

_____ Deliverables and due dates
_____ Interim report formats, contents, lengths, audiences, and methods of delivery
_____ Final report format, contents, length, audiences, and methods of delivery
_____ Restrictions/permissions to publish information from or based on the evaluation

6. Reporting Safeguards

_____ Anonymity/confidentiality
_____ Prerelease review of reports
_____ Conditions for participating in prerelease reviews
_____ Rebuttal by evaluatees
_____ Editorial authority
_____ Final authority to release reports

7. Protocol

_____ Contact persons
_____ Rules for contacting program personnel
_____ Communication channels and assistance

8. Evaluation Management

_____ Time line for evaluation work of both clients and evaluators
_____ Assignment of evaluation responsibilities

9. Client Responsibilities

_____ Access to information
_____ Services
_____ Personnel
_____ Information
_____ Facilities
_____ Equipment
_____ Materials
_____ Transportation assistance
_____ Workspace

10. Evaluation Budget

_____ Payment amounts and dates
_____ Conditions for payment, including delivery of required reports
_____ Budget limits/restrictions
_____ Agreed-upon indirect/overhead rates
_____ Contracts for budgetary matters

11. Review and Control of the Evaluation

_____ Contract amendment and cancellation provisions
_____ Provisions for periodic review, modification, and renegotiation of the evaluation design as needed
_____ Provision for evaluating the evaluation against professional standards of sound evaluation



Reprinted with permission from:
The Evaluation Center
Western Michigan University
Kalamazoo, MI 49008-5237
Eval-Center@wmich.edu
www.wmich.edu/evalctr/index.html*

*  Links to non-Federal organizations are provided solely as a service to our users. Links do not constitute an endorsement of any organization by CDC or the Federal Government, and none should be inferred. The CDC is not responsible for the content of the individual organization Web pages found at this link.


Privacy Policy | Accessibility

TIPS Home | What's New | About Us | Site Map | Contact Us

CDC Home | Search | Health Topics A-Z

This page last reviewed September 08, 2003

United States Department of Health and Human Services
Centers for Disease Control and Prevention
National Center for Chronic Disease Prevention and Health Promotion
Office on Smoking and Health