8/10/2019 Reporting and Monitoring Powerpoint

1/46

The R&M Task Group mandate is to:

Develop specific recommendations on how

social housing project reporting and

monitoring could be improved and made

more efficient Considering the need for an appropriate

level of oversight and risk management.

MANDATE

REPORTING AND MONITORING FOR

COMMUNITY-BASED SOCIAL HOUSING

PROJECTS

8/10/2019 Reporting and Monitoring Powerpoint

2/46

Develop a project monitoring framework that

allows BC Housing to focus on program rather than

project management

Develop standard reporting forms and formats

that enable appropriate risk management but are

not unreasonably detailed

Explore and assess the feasibility of electronic file

sharing

SCOPE, ISSUES & CONSTRAINTS

8/10/2019 Reporting and Monitoring Powerpoint

3/46

KEY PARTICIPANTS

8/10/2019 Reporting and Monitoring Powerpoint

4/46

8/10/2019 Reporting and Monitoring Powerpoint

5/46

8/10/2019 Reporting and Monitoring Powerpoint

6/46

8/10/2019 Reporting and Monitoring Powerpoint

7/46

8/10/2019 Reporting and Monitoring Powerpoint

8/46

8/10/2019 Reporting and Monitoring Powerpoint

9/46

8/10/2019 Reporting and Monitoring Powerpoint

10/46

8/10/2019 Reporting and Monitoring Powerpoint

11/46

8/10/2019 Reporting and Monitoring Powerpoint

12/46

8/10/2019 Reporting and Monitoring Powerpoint

13/46

8/10/2019 Reporting and Monitoring Powerpoint

14/46

8/10/2019 Reporting and Monitoring Powerpoint

15/46

8/10/2019 Reporting and Monitoring Powerpoint

16/46

8/10/2019 Reporting and Monitoring Powerpoint

17/46

8/10/2019 Reporting and Monitoring Powerpoint

18/46

8/10/2019 Reporting and Monitoring Powerpoint

19/46

Top Level Forms

REPORTING & MONITORINGFRAMEWORK

8/10/2019 Reporting and Monitoring Powerpoint

20/46

8/10/2019 Reporting and Monitoring Powerpoint

21/46

8/10/2019 Reporting and Monitoring Powerpoint

22/46

8/10/2019 Reporting and Monitoring Powerpoint

23/46

8/10/2019 Reporting and Monitoring Powerpoint

24/46

8/10/2019 Reporting and Monitoring Powerpoint

25/46

8/10/2019 Reporting and Monitoring Powerpoint

26/46

Subsidiary Formsand Risk Items

REPORTING & MONITORINGFRAMEWORK

8/10/2019 Reporting and Monitoring Powerpoint

27/46

8/10/2019 Reporting and Monitoring Powerpoint

28/46

Performance Specification

PROJECT REPORTING FORMS

8/10/2019 Reporting and Monitoring Powerpoint

29/46

8/10/2019 Reporting and Monitoring Powerpoint

30/46

8/10/2019 Reporting and Monitoring Powerpoint

31/46

8/10/2019 Reporting and Monitoring Powerpoint

32/46

PPA

PURPOSE:

To identify and ameliorate the main risks

to BCH of meeting their objectives by

setting conditions for the sponsor to meet

prior to irrevocably committing BCHs fullresources to the project.

The form and content of the PPA letter

will set the form and content of the

progress reports by the sponsor to BCHduring the development phase.

8/10/2019 Reporting and Monitoring Powerpoint

33/46

ELECTRONIC FILINGAND FILE SHARING

8/10/2019 Reporting and Monitoring Powerpoint

34/46

THE FIRST STEPS

BC Housings policy objectives and funding

information should be available on the web andactively distributed electronically

Project information should be exchanged by

electronic means

8/10/2019 Reporting and Monitoring Powerpoint

35/46

FUNDING GUIDELINES

PURPOSE: To identify optimal funding opportunities

by soliciting responses filter to meet BC Housingsobjectives:

Service objectives

Target areas

Cost expectationsBuilding program expectations

Schedule expectations

Funding available

Other evaluation criteria

RFP Table of Contents

http://e/Reporting%20and%20Monitoring/Presentation/RFP%20Table%20of%20Contents.pdfhttp://e/Reporting%20and%20Monitoring/Presentation/RFP%20Table%20of%20Contents.pdf

8/10/2019 Reporting and Monitoring Powerpoint

36/46

8/10/2019 Reporting and Monitoring Powerpoint

37/46

8/10/2019 Reporting and Monitoring Powerpoint

38/46

8/10/2019 Reporting and Monitoring Powerpoint

39/46

8/10/2019 Reporting and Monitoring Powerpoint

40/46

8/10/2019 Reporting and Monitoring Powerpoint

41/46

FINAL REPORT

PURPOSE:

To document fulfillment of the projectapproval conditions

8/10/2019 Reporting and Monitoring Powerpoint

42/46

TASK GROUP STAFF

Marleen MorrisJennifer Hall

8/10/2019 Reporting and Monitoring Powerpoint

43/46

Stuart Thomas | TASK GROUP CHAIR

Principal, Terra Housing Consultants

Barbara Bacon

Executive Director, BC Housing Foundation

Caroline Bonesky

Executive Director, Fraserside Community Services

Genevieve Bucher

Project Officer, BC Housing

TASK GROUP MEMBERS

CONTINUED ON NEXT SLIDE

8/10/2019 Reporting and Monitoring Powerpoint

44/46

8/10/2019 Reporting and Monitoring Powerpoint

45/46

8/10/2019 Reporting and Monitoring Powerpoint

46/46

The End!