DEVELOPMENT PROGRAMME GROUP
TEMPLATE VERSION NOVEMBER 2012
POST PROJECT EVALUATION
FOR SOCIAL HOUSING
1. General information
Association Name
Scheme
SRN
Project Contact
Person completing PPE if not the
project contact
Contact E-mail address
2. Project background
Please provide a short background to the project. The following points should be considered:
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What were the circumstances leading to the development of this project?
What was the need identified in the original application/economic appraisal*?
Where there any specific circumstances/difficulties with this project?
When was approval for the project given?
When did the project start? When did the project finish?
Who managed and who carried out the project?
Did third parties provide funding for the project?
3. Project management
What aspects of the management structure worked well?
Were there any aspects that worked poorly or were lacking?
Is there anything that could have been done differently?
Did any unforeseen issues arise that affected the project management process?
How well were the risks managed overall, were there any risks requiring change to identified
control measures?
Are there any remaining issues which need to be addressed?
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DEVELOPMENT PROGRAMME GROUP
TEMPLATE VERSION NOVEMBER 2012
Did the scope of the project change during implementation?
Were there problems with the contractor/contracted party?
4. Project costs
Original
Total Scheme cost
£
Actual total
Scheme cost
£
Total funded by
DPG
£
Original Qualifying
scheme costs
£
Actual
Qualifying
scheme costs
£
Revised Total
funded by DPG
(if applicable)
£
Actual tariff
surplus
(if any)
£
TARIFF SCHEMES ONLY
Original tariff surplus
(if any)
[Difference between TQSC
x grant rate and TNG]
£
Please provide, for each year of the project, the estimated cost and the actual cost in the box
below. Please provide an explanation for any variation in costs greater than 10%.
Year
Estimated cost
Actual cost
Explanation
5. Works duration
Start date
When was the project first expected to
start? (estimated start date at first SHDP
publication)
When did the project commence?
If there is any variation between when
the project was expected to start and
when it actually started please explain
this variation.
Finish date
When was the project first expected to
finish? (estimated completion date at first
SHDP publication)
When did the project finish?
If there is any variation between when
the project was expected to finish and
when it actually finished please explain
this variation.
Works duration
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DEVELOPMENT PROGRAMME GROUP
TEMPLATE VERSION NOVEMBER 2012
What was the expected duration of the
project estimated in the
application/economic appraisal*?
What was the actual duration of the
project estimated in the
application/economic appraisal*?
What is the variation between the
estimated work duration and the actual
work duration?
Please explain the variation.
Date of first tenancy occupation
6. Project objectives assessment
Taking the objectives from the original application/economic appraisal*, assess to what
extent they were achieved using the key provided below and give a short explanation.
Objectives
(as specified in the original
application/economic appraisal*)
Key
++ Fully achieved
Extent
achieved
Explanation
(see key)
+ Partially achieved
/ Not achieved
7. Assessment against Project alternatives
Taking the identified options from the original application/economic appraisal*, compare the
outcome if the selected option was not delivered against alternative decisions available.
Alternative options
Potential outcome compared to actual outcome
8. Non-monetary benefits assessment
Evaluate to what extent the non-monetary benefits identified in the application /economic
appraisal* have been achieved.
If possible try to show evidence of how each non-monetary benefit has been achieved; if it
has not been achieved please explain why.
Non-monetary benefits
(as specified in the original
application/economic appraisal)
Key
++ Fully achieved
Extent
achieved
Explanation
(see key)
+ Partially achieved
/ Not achieved
Identify any additional benefits in the box below. These are non-monetary benefits that
accrued as a result of the project, that were not anticipated in the original
application/economic appraisal*.
9. Risks
In the box provided discuss to what extent the risks identified in the original application
/economic appraisal* occurred and how effective the mitigation to these risks were.
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DEVELOPMENT PROGRAMME GROUP
TEMPLATE VERSION NOVEMBER 2012
Also identify any additional risks associated with this project that were not foreseen in the
original application/economic appraisal*.
Risks
(as specified in the original
application/economic appraisal*)
Key
++ Fully managed
Extent
managed
Explanation
(see key)
+ Partially managed
/ Not managed
10. Benefits Realisation Plan
Benefits
(as specified in the original
application/economic appraisal)
Key
++ Fully achieved
Extent
achieved
Explanation
(see key)
+ Partially achieved
/ Not achieved
11. Lessons learned
Were any lessons learnt about implementation of this project with respect to preventing cost
overruns, avoiding time delays, achieving objectives and targets, and managing the
realisation of benefits that might benefit others conducting similar projects?
Identify factors that went well with respect to the management of the project, which can be
usefully applied to future projects.
Identify factors that did not go so well with respect to the management of the project, from
which lessons can be usefully applied to future projects.
Issues
Action taken/proposed action for future projects
Comments – you may add further comments about the project.
You may attach reports or evidence of project achievements. List any attachments here.
Signed(Author)
Date completed
The Association certifies that:
1. It is satisfied that the information presented in this PPE is an accurate and
complete assessment of the project outcomes to the standard required by DSD.
2. Value for Money within a variation threshold of +/- 10% of approved costs has
been achieved in line with the approved EA. If not full reasons have been
provided to DPG with relevant supporting evidence.
3. Any divergence from the approved EA has been explained in the PPE in
proportionate detail.
4. The association will ensure that ‘Lessons Learned’ are disseminated across
other social housing developers.
Signed
Date
(Officer or member of Association authorised by the Management Committee)
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DEVELOPMENT PROGRAMME GROUP
TEMPLATE VERSION NOVEMBER 2012
* Where appropriate.
Both electronic version and signed hard copy are required to be submitted to DPG
Please scan & email this form, once completed and authorised, to [email protected]
Post to:
Schemes Team, Development Programme Group
Housing Centre, 4th Floor
2 Adelaide Street
Belfast
BT2 8PB
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