|
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
|
|
