Specific Occasions when Quick Assessments may prove useful

This page lists particular instances in the procurement cycle when an assessment - usually a quick assessment - would be cost-effective. It is NOT proposed that assessments are required at all such occasions.

Formative assessment is designed and used to improve a project, especially when it is still being developed.

Summative assessment is designed to present conclusions about the merit or worth of a project and recommendations about whether it should be retained, altered, or eliminated

Occasion

Purpose of assessment

Participants

Type of assessment

Processes used

CWG formation

Stakeholder input to URD, Team building, Planning, Interface definition, TOR.

CWG, PPO

Formative

HS.1, HS.4

HS.2.6

HS.3.1, Possibly HS.3.2

IPT formation

Team building

IPT, CWG

Formative

HS2.1, relevant stage of HS.1

Breakthrough

Target setting

All stakeholders

Formative

HS.2.1, HS.2.3, HS.2.5, HS.2.6

IPT planning

HFIP production, input to TLMP, Procurement Strategy

HFI focus, ILS focus, IPT planner

Summative

HS.1, HS.2.2, HS.2.3, HS.2.4, (HS.2.5), HS.2.6

Industrial partnering

Team building, Benchmarking

All stakeholders, including supply chain

Formative

HS.2.1, HS.2.3, HS.2.6

PQQ

Producing short list of tenderers, Expectations management

Candidate suppliers

Summative

HS.2.1, HS.2.3, HS.2.4, HS.2.6, HS.2.7

ITT track record tender assessment

Demonstration of experience in HFI

Candidates from short list of suppliers

Summative

HS.2.7, HS.2.3, HS.2.4, HS.3

ITT SMIR response tender assessment

Assessment of proposed HFI management

Candidates from short list of suppliers

Summative

HS.1, HS.2.3, HS.2.4,HS.2.5, HS.2.6

ITT STIR response tender assessment

Assessment of proposed technical activity (not just in HFIP, but considering engineering documentation as well)

Candidates from short list of suppliers

Summative

HS.2.7, HS.3

Post contract award team building

Planning, interface definition, TOR.

IPT, Industry

Formative

HS.2.1, HS.2.4, HS.2.6

Process Improvement

Risk reduction

IPT, Industry

Formative

HS.2.3, HS.2.7

HFI WG meeting

Risk reduction, cost reduction, Clarify TOR and interfaces

IPT, Industry

Formative

HS.2.7,HS.2.8, HS.3

HFI session in major project Design Review

Compliance assessment, Risk assessment

IPT, Industry

Summative

HS.2.3, HS.2.4, HS.2.5

HFI session in major system Design Review

Compliance assessment, Risk assessment

IPT, Industry

Summative

HS.2.7, HS.3

LFE, enquiry

Lessons Learned, identification of causes of project failure

LFE, NAO, PPO, CWG

Summative

HS.1, HS2.3-2.7