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 |