Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
1 Collate existing Information:
 Baseline information / data
 Latest profiling data
 Identify projects
 Financial statements and project
details
Obtain relevant policies, existing
studies & financial information
 MCA 2006 study
 Project documentation
(Business Plans, reports
etc, as relevant)
 Financial statements and
project details (George)
 Other internal and
external studies done in
the KhayePlain area since
the 2001 census.
Already commenced – End of
July 2010
Urban-Econ
Development Economists
Resources &
Dependencies
Chantal to assist
Project
documentation to
also come via Task 2.
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
2 Initial role player engagement:
 Clarify and manage expectations of
this study
 Workshop KPIs to be assessed in this
URP evaluation:
o UE to develop KPI framework
for work shopping, informed
by policy and plans (espoused
objectives of URP & National
URP Review Indicators)
o Workshop should ensure a
holistic set of KPIs i.t.o
financial, economic and social
returns.
o Identify nodal areas for
comparative purposes
 Identify further role players for
“lessons learnt” / qualitative aspects of
the evaluation, including.
Engage Ivan, Patrick & George and
snowball role players from there;
ensuring that role players are
representative – i.e. both internal
(CoCT and projects, incl. private
sector investors) and external
(groups representing the broader
community).
July 2010 (& ongoing
throughout project)
Attend multi-stakeholder
forum in August 2010.
Resources &
Dependencies
Jonathon & Chantal to
assist with initial
meetings – Ivan,
Patrick and George.
Chantal to provide
contact list & minutes
of last stakeholders
forum meeting, &
details (date, time,
venue) for next
meeting.
Workshop #1
Chantal to assist: KPI
& nodal areas
workshop (determine
the assessment
framework for Task 5)
– Provisional Date 2nd
week August
Assistance will be
requested by UE only
in the case of
difficulty getting
responses from
Urban-Econ
Development Economists
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
3 Policy and Programme Review:
 Review relevant policies and
programme plans
 Spatially map planned vs.
implemented projects and delineate
nodal areas for comparative
assessment (Task 5)
 Identify strengths and weaknesses
(read: gaps) in policy vs. implemented
projects
Desktop analysis of obtained
policies, project plans, project
reports and financial statements,
with ad hoc role player
engagement for clarifications and
additional insight.
August 2010
First Invoice
Deliverables:
 Minutes of meetings and workshops held
 Policy and documentation review
 Identified KPIs and baseline data
 Overview of projects, investments & spatial representation (draft)
Urban-Econ
Development Economists
Resources &
Dependencies
further role players.
Information obtained
in Task 1, and ongoing
role player
engagement (Task 2)
Set up Workshop #2
Role player workshop:
initial “lessons learnt”
/ process evaluation
(primarily qualitative)
– Provisional Date
(last week August)
R 45 000 (excl. VAT)
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
4 Detailed Data Analysis
 Develop Investment Matrix:
investment in different nodes and/or
themes (2003-2009)
 Chart revenues and expenses (flow
chart of various financial streams)
 Chart inputs-process-outputs (flow
charts of financial and non-financial
streams and the specific tangible
outputs)
 Where relevant/possible, spatially map
inputs and outputs (nodal areas)
 Identify known outcomes / spin-off
effects of various input-streams.
Where possible, spatially map these
outcomes.
Desktop analysis of obtained
project plans, project reports and
financial statements, with ad hoc
role player engagement for
clarifications and additional
insight.
August/September 2010
Urban-Econ
Development Economists
Resources &
Dependencies
Financial and Project
information obtained
in Task 1, 2 & 3.
Presentation of draft
flowchart: proposed
for 22 September
2010.
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
5 Detailed Impact assessment:
Develop statistical impact models
and evaluation matrices. Based on
 Qualitative and quantitative known
inputs from Workshop #1
outcomes (from task 4)
 Qualitative and quantitative KPI impact
assessment :
o Use revenue and expense flows
(Task 4) to model quantitative
impacts
o Ongoing role player engagement to
unpack qualitative impacts
 Comparative analysis of nodal areas:
o Develop a matrix of nodal
areas by KPI as assessed above
(i.e. comparison of financial,
economic and social returns
per nodal area)
o Include areas identified in
Workshop #1*.
o Include timeframes: from
initial input to final outcome.
 Unpack causal linkages:
o Compare modeled impacts
and reported outcomes with
changes in KPIs (2003-2009)*
o Unpack other interventions
and changes in the broader
environment that contributed
positively/negatively to inputs,
processes, outputs and
outcomes.
Urban-Econ
Development Economists
Period
September 2010
Resources &
Dependencies
Requires KPI
workshop(s) (Task 2)
and completion of
Task 4
*Reliable data
availability for each
KPI is a potential
limitation to these
steps
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
6 Analysis and review of Lessons learnt:
 Unpack the impact assessment and
interpret reasons for any variance in
achievement of KPIs
Second lessons leant workshop:
UE to present findings of Tasks 4
and 5 and engage role players in
interpretation of variances
uncovered:
 What reasons (causal
linkages) can be
attributed to those inputs
and processes successful
in resulting in positive /
intended outcomes?
 What reasons (causal
linkages) can be
attributed to those inputs
and processes not
successful in resulting in
positive / intended
outcomes?
 Other key success factors
for other programmes:
insights and variables
End of September/Beginning
of October 2010
Mid October: Presentation
format of draft findings: KPIs,
financial flows & impacts,
lessons learnt.
Second Invoice
Deliverables:
 Minutes of meetings and workshops
 Investment matrix
 Funding flow charts
 Draft findings of impact analysis, nodal comparison & lessons learnt (presentation format)
Urban-Econ
Development Economists
Resources &
Dependencies
Assistance convening
second lessons learn
workshop.
R 105 000 (excl VAT)
Urban Renewal Programme Assessment: impacts of investment in Khayeletsha and Mitchells Plain URP nodes: proposed work plan
v.4 29/07/2010
Task
Details
Period
7 Report writing & recommendations:
 Finalise write-up on steps 1-6
 Develop recommendations for future
phases of URP or similar initiatives
based on the successes and
disappointments unpacked in the
analyses.
8 Submit & present final report and presentation
Desktop based on Tasks 1-7
October 2010
Submit final report & present
findings to project team
9 Mayco Presentation
Present findings to Mayco
Submit first draft in mid
October, followed by a
comments period, revision
and second comments
period. (Complete final in
early November 2010)
December 2010
Final Invoice
Deliverables:
 Finalised full report (write up of findings)
 Presentation of final findings.
Urban-Econ
Development Economists
Resources &
Dependencies
N/A
Chantal to assist with
arranging the final
presentation (date,
time, venue,
attendees etc)
George Penxa to
confirm date &
requirements of
presentation
R40 000 (excl. VAT)