Social Value Procurement Measurement and Evaluation: A Global Review and Assessment of Social Value Procurement Evaluation Toolkits and Frameworks

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Carleton Centre for Community Innovation (3ci)
Tessa Hebb and Heather Hachigian

Social Value Procurement Measurement and Evaluation: A Global Review and Assessment of Social Value Procurement Evaluation Toolkits and Frameworks

This research finds that successful social value procurement (SVP) evaluation frameworks share the following characteristics: a clear articulation of the end-goal, a transparent and consistent process for gathering baseline data that can be aggregated to provide a broader picture of SVP impacts, and a simple, built-for-purpose and proportionate approach that focuses on a small number of measurable outcomes developed through consultation with stakeholders.

Evaluation is key to achieving SVP policy objectives, and the lack of progress on evaluation is a significant barrier to implementation. For contracting authorities, evaluation demonstrates value for money and accountability to the public. For social enterprises, evaluation allows for the articulation of their social value and the promotion of their own internal learning. For the broader procurement marketplace, evaluation contributes to setting new standards and norms and promotes a more competitive and diverse universe of contractors from which to purchase goods and services.

This report reviews and summarizes key themes, challenges and lessons across twenty SVP evaluation toolkits and frameworks that have been developed by regional and national governments around the world.

CCEDNet-Manitoba staff, Sarah Leeson-Klym (Regional Director) and Darcy Penner (Social Enterprise Policy Manager), were contributors to this report as part of the case study on Manitoba Housing

Download Social Procurement Measurement and Evaluation

Table of Contents

Executive Summary: Social Value Procurement Measurement and Evaluation
1. Social Value Procurement: Measurement and Evaluation

     The Role of Evaluation
     Emerging Trends in SVP Evaluation
          Who is doing evaluation?
          What is evaluated?
          How social value is evaluated?

     Toolkits and Frameworks for Evaluation
2. Five Case studies in Social Value Procurement Evaluation frameworks
     Case Study # 1: Housing Association Charitable Trust (HACT), United Kingdom
     Case Study # 2: Scottish Government, United Kingdom
     Case Study # 3: Victoria State, Australia Toolkit for Local Governments
     Case Study # 4: Anchor Institutions and the Cleveland Greater University Circle Initiative (United States)
     Cleveland’s Greater University Circle Initiative (GUCI)
     Case Study# 5 – Manitoba Housing (Canada)
3. Common Themes in SVP Evaluation Framework Development
     Common themes and outcomes
     Barriers and challenges to implementation
     Lessons learned
     Good practices and principles
Appendix 1: Social Value Procurement Toolkits and Frameworks
Appendix 2: List of interviews

Research report
Case study
Housing & Real Estate
Planning and Evaluation
Research & Development
Social Economy & Social Enterprise
Stories and Experiences

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