ENS: the rubric says outright that it is not the decision
ENS DAO reached the same place from the opposite direction, and wrote it down. The DAO's Service Provider Program had asked delegates to rate and rank every applicant themselves. A February 2026 proposal argued that this had failed on three counts: delegates were hit with a barrage of lobbying, applicants spent weeks chasing up to a hundred delegates with the well‑connected ones advantaged, and most delegates did not know enough about the ecosystem to read the applications properly. The remedy was to stop voting on applicants and vote on a panel instead.
Delegates ratified exactly that. SPP3's program authorization passed on Snapshot in May 2026 with 1,478,297 votes for against 18,438 opposed, authorizing one cycle, naming the committee, and capping the budget at 20% of trailing protocol revenue. The committee then published its rubric before the submission window opened: four weighted criteria scored 1 to 5 in half‑point steps, with prior delivery history at 25%, scope clarity at 15%, milestone structure at 15%, adoption and ecosystem utility at 40%, and 5% of discretion for team and budget fit.
The sentence that matters sits directly under the weights table. The committee wrote that the rubric is an evaluation tool, not a selection formula, and that the final cohort would account for budget constraints, provider overlap and strategic gaps across the cohort as a whole. That is Optimism's Cycle 35 table stated as policy in advance rather than left for a reader to infer.
The cohort recommendation in July 2026 bore it out. Twenty‑six applications requested a combined $12.2M; one failed the eligibility screen and 25 were scored. Four providers were funded for $1,690,000 against roughly $3.25M available, and their weighted scores were published: Namespace 3.43, Goldsky 3.37, Unruggable 3.30 and Fluidkey 3.11, each out of 4.75 once the discretionary component is excluded. The whole funded cohort therefore sits in the rubric's adequate band, and the highest single criterion score anywhere in the published table is a 4.5 for prior delivery. The committee also stated plainly that several declined teams scored competitively and that redundancy rather than quality was the deciding factor, because the applicant pool contained multiple marketplaces, subname providers and indexing proposals and funding duplicative work reduces total programme value.
Two structural facts round it out. The committee left roughly $1.56M of authorized budget uncommitted rather than fund a marginal application, which is the strongest available evidence that the panel was exercising judgement rather than spending a pot. And the programme carries a $200,000 floor on requests, so the gate excludes small applicants before any scoring happens. The committee named that as a finding of the cycle, reporting demonstrated demand for discrete sub‑$200K funding that no active programme serves, and recommended the DAO stand one up.