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DMP assessment

The structured rating of a DMP against a published rubric to produce a comparable score across plans, used in funder evaluation, institutional benchmarking, and capacity-building.

ByCASRAI Editorial Board
· Last updated 14 Sept 2026
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Examples

Worked examples

  • Is an instance

    An institutional benchmarking study scoring 100 DMPs against the DCC rubric.

  • Is an instance

    A funder pilot programme requiring assessed DMPs from all renewing grantees.

Counter-examples

Looks similar, but isn't

  • Not an instance

    A free-text comment on a DMP draft (review, not assessment).

  • Not an instance

    A funder's pass/fail compliance check.

Editorial commentary

DMP assessment is the structured rating of a Data Management Plan (DMP) against a published rubric, producing a comparable score across many plans rather than free-text commentary on one. Frameworks such as the Digital Curation Centre’s DMP rubric, the FAIR-Aware DMP assessment, and the Belmont Forum DMP rubric typically score each topic area (data description, storage, sharing, preservation, responsibilities) on a numeric scale, sometimes with weighted categories, so that scores can be aggregated or compared across a portfolio of grants.

Where a review is conversational and specific to one plan, assessment is comparative and often longitudinal — a research office might use it to benchmark 100 DMPs across a funding round, to track whether plan quality is improving year over year, or as the basis for a capacity-building programme aimed at the departments scoring lowest. A funder running a pilot DMP-quality initiative is more likely to require assessed (scored) plans from renewing grantees than to promise individual narrative feedback on each one.

How it differs from adjacent DMP concepts

  • vs. DMP review — review is qualitative feedback on one plan; assessment produces a comparable score, usually across many plans.
  • vs. DMP compliance check — a compliance check is a pass/fail structural gate; an assessment is a graded score intended to support comparison and improvement over time, not a gate.

References

  • Digital Curation Centre DMP rubric; Belmont Forum DMP guidance.

Checking this against the current guidance

Who actually conducts a DMP assessment after award, and how thoroughly, differs by funder. The answer depends on which funder you are working to,
and the page above states the general rule.

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CASRAI: Who actually conducts a DMP assessment after award — the funder, the institution’s research office, or a designated data steward — and does the answer differ by funder?

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Frequently asked questions

Is a DMP assessment the same as peer review of the DMP?

No. Peer review happens at the proposal stage as part of merit review; a DMP assessment is typically a compliance-focused check conducted after award, by the institution or the funder, rather than a scientific evaluation.

How often does a DMP get reassessed during an award?

This varies by funder — some check only at proposal and closeout, others require an assessment at each annual or continuation report — so the DMP itself should state the institution’s own review cadence if the funder doesn’t set one.

What triggers an unscheduled DMP assessment?

A change in data type, a data breach or loss incident, or a funder audit can all trigger an assessment outside the normal reporting cycle.

Also known as

DMP rubric · DMP scoring

Machine-readable encodings

Use in your systems

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Referenced across the research world

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