B9: An idiot’s guide to

developing affordable

housing

Andrew Drury

► We work for:

■ Providers - housing associations, councils, ALMOs

and private developers;

■ Enablers - LA housing and planning teams and

■ Agencies – NHF, HCA, CABE, GLA etc

HATC

The Brief

►An overview of the development process and what needs to be considered

►The main stages and processes in housing development

►The key factors in delivering a successful project.

Your text….

Overview of the Overview

►Delivering affordable housing projects involves:

■ 1 professional competency

■ Knowledge of 2 sector-relevant topics

Project Management

1. Property development

2. Public subsidy

Project Management

1. Property development

2. Public subsidy

1. Buying land and buildings

2. Residential design3. Residential construction

4. Planning system

5. Valuation etc

1. Bidding process

2. Compliance requirements

3. IMS4. Capital Funding Guide

1. Defining the project (what we’re doing and why)

2. Planning:

• what has to be done

• who will do it• how to manage risk, quality, stakeholders etc

3. Executing it:• recruiting suppliers • managing them• monitoring• controlling change

4. Handover5. Closedown

Project Life CycleAssociation for Project Management & BS 6079

aka Implementation Stage

Sometimes rolled up

together & called

just Concept Stage

Why we are

doing the scheme

& what we want

to achieve

Is the ‘why’

and the ‘what’

actually do-

able within the

constraints?

Thinking carefully

how we will do it,

who is to be

involved, where and

when. Planning the project!

Executing the Plan –

undertaking the design and

construction tasks;

controlling, monitoring and

taking action.

Making sure what

we have produced

actually works, so

Ops can start

using it

Learning lessons,

concluding

contracts,closing

down files

Project Stages –what good project managers do….

► Concept – identifying what we are trying to achieve and consider some very basic ideas about how it might be done. Output – outline Business Case

► Feasibility – examine the options that will meet the Business Case requirements. Is the project do-able? Output – Approved Business Case, covering why the scheme is to be done, what the benefits and objectives are, cost & time constraints & and the preferred delivery option .

► Definition – detailed planning of the scope of the project, the deliverables, who is needed, and how risks, quality & stakeholders are to be managed. Output – Project Management Plan

► Design – developing designs and processes that will achieve the project objectives. Output – designs and processes

► Build – Building the designs and using the processes. Output – the deliverables (products). In the world of residential property development this is houses, blocks of flats, streets etc. Also apprenticeships, documents (e.g. permissions, manual ) etc. Whatever has to be produced as part of the project.

► Handover – commissioning and testing, and handing over the housing to the users. Output – user information / records about the deliverables.

► Closure – finalising records, project review (processes not products), archiving, demobilising the project team.

The importance of Planning projects (thinking before doing)

►E.g. sequencing work correctly….

Providing new bollards on a corner

to combat off-road parking► Arrive

► Position van close to working area & unload materials

► Install bollards to stop cars parking on pavement

► Clean up; put rubbish & tools in van

► Move van back onto road

► Head for the pub

Providing new bollards on a corner

to combat off-road parking► Arrive

► Position van close to working area & unload materials

► Install bollards to stop cars parking on pavement

► Clean up; put rubbish & tools in van

► Move van back onto road

► Head for the pub

Sequencing revision

► Arrive

► Position van close to working area & unload materials

► Move van back onto road

► Install bollards to stop cars parking on pavement

► Clean up; put rubbish & tools in van

► Head for the pub

Property Development An overview of the Stages & Events

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Two Types of Scheme

► Those we initiate:■ We are the commissioning client■ Find site / commission designs / get permissions / get

funding / buy the property / commission the builder / take handover & run it long-term

► Those we respond to:■ Provide services to someone else:

� LA housing dept (estate regeneration)� commission designs / get permissions / get funding / buy the

property / commission the builder / take handover & run it long-term

� LA planning dept (S106 schemes)� (commission the builder) / take handover & run it long-term

Critical Success Factors(for HA housing schemes)

WHAT DO YOU THINK?

What is your experience of what helps and

hinders?

Critical Success Factors(for HA housing schemes)

► PM sees job as more than managing IMS /

hitting milestones

► Clearly-stated set of internally-agreed

Requirements, well communicated to suppliers:

■ Design Brief

■ Technical Brief (components, systems and materials)

■ Information Brief

Critical Success Factors(for HA housing schemes)

► A clear – and shared – understanding of the

roles of the Dev PM and Ops colleagues in

delivering the project

► Engaged Ops colleagues, undertaking 2

separate roles:

■ Quality reviews, as part of QM process

■ Users, gearing up for handover

Critical Success Factors(for HA housing schemes)

► PM able to manage consultant team effectively■ Doesn’t just pass everything to EA

► Clear boundaries of responsibility between PM &

EA

► Decent departmental procedures & guidance

■ .....that are actually used by people!

Andrew Drury

www.hatc.co.uk

andrew.drury@hatc.co.uk

01943 604259