Quantity Survey  ·  Level 6
Construction Project Management II
Chapter 4: Carry out project evaluation
📚 4 Topics

Carrying out project evaluation is a critical function for Quantity Surveyors managing construction projects in Kenya. It involves assessing the success and shortcomings of a project against predefined criteria to inform decision-making and improve future project delivery. Effective evaluation ensures that resources are optimally utilized, risks are managed, and project objectives such as cost, time, and quality are met. In the Kenyan context, where infrastructure development is a priority across counties and public institutions, rigorous project evaluation supports accountability and transparency in the use of public funds.

4.1 Project evaluation criteria

Project evaluation criteria are the standards or benchmarks against which the performance and outcomes of a construction project are measured. For Quantity Surveyors, understanding and applying these criteria is essential to determine whether a project has achieved its goals in terms of cost control, resource allocation, quality standards, and client satisfaction. In Kenya, these criteria also align with regulatory requirements and stakeholder expectations, including those from county governments, public agencies, and private developers.

4.1.1 Cost Performance and Budget Compliance

Cost performance is a fundamental criterion in project evaluation that examines how well the project adhered to its original budget estimates. For Quantity Surveyors, this involves comparing the actual expenditure against the planned budget to identify cost overruns or savings.

  • Budget accuracy: Evaluating whether initial cost estimates were realistic and comprehensive based on available data and market conditions at the time of tendering.
  • Cost variance analysis: Measuring the difference between budgeted and actual costs to identify areas of overspending or underspending.
  • Change order impact: Assessing how variations and change orders affected the overall project cost and whether they were justified and well-managed.
  • Cash flow management: Reviewing the timing and adequacy of cash disbursements to ensure smooth project progress without financial bottlenecks.
  • Value for money: Determining if the project delivered the expected quality and functionality relative to the money spent, crucial for public sector projects financed by government agencies.

4.1.2 Time Performance and Schedule Adherence

Evaluating the project’s adherence to the planned timeline is critical to understanding its efficiency and effectiveness in delivering results. Time performance assesses whether the project milestones and final completion were achieved within the agreed schedule.

  • Baseline schedule comparison: Comparing the original project schedule with actual progress reports to identify delays or early completions.
  • Critical path analysis: Identifying activities that directly impacted the project duration and evaluating how disruptions were managed.
  • Delay causes identification: Investigating internal and external factors such as labor strikes, weather conditions, or supplier delays that influenced the timeline.
  • Impact of time extensions: Assessing the validity and consequences of approved extensions on the project cost and stakeholder satisfaction.
  • Schedule control mechanisms: Reviewing the effectiveness of project monitoring tools and corrective actions taken to keep the project on track.

In a hospital expansion project, delays in equipment delivery can have a cascading effect on the schedule, requiring careful evaluation to understand the implications for commissioning and operational readiness.

4.1.3 Quality Compliance and Standards Fulfillment

Quality evaluation focuses on whether the project outputs meet the specified technical standards, client requirements, and regulatory codes. For Quantity Surveyors, quality assessment includes verifying that materials, workmanship, and final finishes conform to the contract specifications.

  • Specification adherence: Checking that all construction activities comply with the detailed specifications outlined in the contract documents.
  • Inspection and testing results: Reviewing records from site inspections, quality audits, and material testing to confirm compliance.
  • Defects and non-conformance: Identifying any defects or deviations from standards and evaluating the effectiveness of corrective measures.
  • Client satisfaction: Gathering feedback from the client regarding the perceived quality and usability of the completed works.
  • Regulatory compliance: Ensuring that all works meet the mandatory standards set by bodies such as the National Construction Authority (NCA) and the Kenya Bureau of Standards (KEBS).

4.1.4 Stakeholder Satisfaction and Social Impact

Project evaluation also considers the extent to which the project meets the expectations and needs of its stakeholders, including clients, contractors, end-users, and the local community. In Kenya, social impact is increasingly recognized as a key evaluation criterion, especially for publicly funded projects.

  • Client and end-user feedback: Collecting and analyzing responses on whether the delivered project meets functional and aesthetic expectations.
  • Contractor and consultant performance: Evaluating the collaboration, communication, and professionalism of all parties involved.
  • Community impact assessment: Considering how the project has affected local communities, such as through job creation, displacement, or environmental changes.
  • Sustainability considerations: Reviewing the project’s adherence to environmental and social governance principles, including waste management and energy efficiency.
  • Conflict resolution effectiveness: Assessing how disputes and grievances were managed to maintain harmonious stakeholder relations.

In a cooperative society office construction, positive social impact might include providing employment opportunities for local artisans and improving access to services, thereby enhancing community goodwill.

Practice Questions

  1. Explain the importance of cost performance as a project evaluation criterion and discuss five key aspects that Quantity Surveyors should assess. (10 marks)
  2. Describe how time performance is evaluated in construction projects and identify common causes of delays in the Kenyan construction industry. (10 marks)
  3. Discuss five factors that Quantity Surveyors should consider when evaluating quality compliance in a construction project. (10 marks)
  4. Analyze the role of stakeholder satisfaction in project evaluation and explain how social impact can influence project outcomes. (10 marks)
The rest of this chapter
🔒

Create a free account to open more of this chapter.

Free: practical guides, quick cards, workplace scenarios and more.

Create a free account
🔒4.2 Financial evaluation

Financial evaluation is a critical aspect of project evaluation for quantity surveyors in Kenya. It involves assessing the economic viability and financial performance of a construction project to ensure that the investment yields the expected returns and rema…

🔒4.3 Project performance standards

In the Kenyan Quantity Surveying profession, establishing and adhering to project performance standards is crucial for ensuring that construction projects meet their intended objectives within cost, time, and quality constraints. Project performance standards…

🔒4.4 Project Evaluation Reports

Project evaluation reports are critical documents prepared by Quantity Surveyors to assess the performance, outcomes, and financial aspects of construction projects. In the Kenyan context, these reports provide essential feedback to clients, contractors, and s…

Chapter Summary

This chapter focused on the essential criteria used in project evaluation, emphasizing how these benchmarks guide the assessment of a project's success and alignment with its objectives. It then explored financial evaluation methods, detailing how costs, benefits, and economic viability are analyzed to determine the project's financial soundness. The discussion progressed to project performance standards, highlighting the importance of measuring quality, timeliness, and compliance with specifications to ensure the project meets its intended goals. Finally, the chapter examined the preparation of project evaluation reports, outlining how findings are documented and communicated to stakeholders for informed decision-making. Together, these topics provide a comprehensive framework for effectively evaluating construction projects, ensuring they deliver value and meet expected standards.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Which of the following is NOT a common criterion used in construction project evaluation? (2 marks)
    a) Cost efficiency
    b) Environmental impact
    c) Employee satisfaction
    d) Schedule adherence

  2. Explain the significance of financial evaluation in construction project management. (3 marks)

🔒13 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Define project evaluation criteria and explain their significance in the context of quantity surveying for a public infrastructure project in Kenya. (4 marks)
  2. Identify and describe four key financial evaluation methods used by quantity surveyors during project appraisal. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: Apply Project Evaluation Criteria to a Sample Construction Project

Quantity Survey · Level 6
Construction Project Management II
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Identify and apply appropriate project evaluation criteria to assess the progress and quality of a residential building project as per the provided project documents.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Measuring Tape (5m)Project Evaluation Checklist Form
Spirit LevelSample Project Documentation (Drawings and Schedule)
Calculator
Pens
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Measuring Tape (5m)1 Pc per Candidate
2Spirit Level1 Pc per Candidate
3Project Evaluation Checklist Form1 Pc per Candidate
4Pens1 Pc per Candidate
5Calculator1 Pc per Candidate
6Sample Project Documentation (Drawings and Schedule)1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: APPLICATION OF PROJECT EVALUATION CRITERIA
Identified and used appropriate PPE according to safety regulations
(Award 1 mark for each correct PPE used: helmet, boots, reflective jacket)
3
Assembled all required tools and materials before starting the evaluation
(Award 0.5 mark for each tool/material assembled, max 2 marks)
2
Reviewed the sample project documentation thoroughly to understand scope and schedule
(Award 3 marks for complete and accurate review, otherwise 1-2 marks)
3
Selected relevant project evaluation criteria including time, cost, quality, and safety
(Award 1 mark for each correctly identified criterion, max 5 marks)
5
Measured or verified project progress on site using measuring tape and spirit level
(Award 2 marks for correct measurement, 2 marks for correct use of spirit level)
4
Recorded findings accurately on the project evaluation checklist form
(Award 3 marks for complete and accurate recording, partial marks for incomplete)
3
Analyzed the data and provided a clear evaluation report on project status against criteria
(Award 5 marks for clear, logical and accurate evaluation report)
5
Maintained site safety and cleanliness during the evaluation
(Award 1 mark for safe conduct, 1 mark for cleanliness)
2
Cleaned and stored tools and materials correctly after the evaluation
(Award 2 marks for proper cleaning and storage)
2
Sub-Total29
PRODUCT CHECKLIST
Project evaluation criteria applied correctly covering time, cost, quality, and safety
(Award 1.5 marks for each criterion correctly evaluated)
6
Measurements and observations match the provided project documentation within acceptable tolerances
(Award 5 marks for measurements within ±50 mm or 5% tolerance)
5
Evaluation report is clear, well-organized, and provides actionable recommendations
(Award 5 marks for clarity and actionable recommendations)
5
All sections of the evaluation checklist form are properly completed and signed
(Award 4 marks for full completion and signature)
4
Sub-Total20
GRAND TOTAL49
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Perform Financial Evaluation Calculations for Construction Project

Quantity Survey · Level 6
Construction Project Management II
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Calculate ROI, NPV, and payback period for a construction project with a budget of KES 20,000,000 over 5 years as per the provided financial data.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
CalculatorFinancial Evaluation Worksheet
Computer with Spreadsheet SoftwareProject Budget Document
PenInterest Rate Table
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Calculator1 Pc per Candidate
2Financial Evaluation Worksheet1 Sheet per Candidate
3Pen1 Pc per Candidate
4Project Budget Document1 Set per Candidate
5Interest Rate Table1 Sheet per Candidate
6Computer with Spreadsheet Software1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Financial Evaluation Calculations
Used appropriate PPE (if applicable) before starting calculations
(Award 1 mark for each PPE correctly used, max 2 marks)
2
Assembled all required tools and documents before starting
(Award 2 marks for assembling all required tools and materials)
2
Accurately calculated Return on Investment (ROI)
(Award 5 marks for correct ROI calculation with formula and correct values)
5
Accurately calculated Net Present Value (NPV) using provided interest rate
(Award 8 marks for correct NPV calculation including discounting cash flows)
8
Accurately calculated Payback Period
(Award 5 marks for correct payback period calculation)
5
Recorded all calculations clearly and logically in worksheet
(Award 3 marks for clear, logical, and complete recording of work)
3
Used spreadsheet software correctly to assist calculations
(Award 5 marks for correctly using software to perform calculations)
5
Reviewed calculations for accuracy and completeness
(Award 3 marks for thorough review and correction if needed)
3
Sub-Total33
PRODUCT CHECKLIST
ROI calculated correctly and matches expected value within 5% tolerance
(Award 5 marks for ROI within tolerance)
5
NPV calculated correctly and matches expected value within 5% tolerance
(Award 7 marks for NPV within tolerance)
7
Payback period calculated correctly and matches expected value within 1 year tolerance
(Award 5 marks for payback period within tolerance)
5
Financial evaluation worksheet is neat, complete, and easy to follow
(Award 5 marks for overall neatness and completeness)
5
Sub-Total22
GRAND TOTAL55
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
🔒

Free: practical guides, quick cards, workplace scenarios and more.

Create a free account
🔒Assess compliance of completed slab with project performance standardsPractical 3
🔒Prepare a comprehensive project evaluation report for a completed construction projectPractical 4
🔒Integrate evaluation criteria with financial analysis to assess project viabilityPractical 5
🔒Compare Project Performance Standards with Financial OutcomesPractical 6
🔒Draft a detailed project evaluation report incorporating financial and performance dataPractical 7
🔒Develop a Criteria Checklist for Project EvaluationPractical 8
🔒Conduct a comprehensive evaluation of a mock construction projectPractical 9
🔒Oral Presentation of Project Evaluation ReportPractical 10
Flashcards 20 cards Study deck ▾
Question
1

↻ Tap card to reveal answer
🔒

18 more in this section.

Create a free account
Test Yourself 17 questions Start quiz ▾
0%
0 / 2
🔒

15 more in this section.

Create a free account