Overall Evaluation Report

for Business System Upgrading Project

(Information Technology(IT) Project)

Social Welfare Development Fund (SWDF) - Phase 3

  1. Name of the NGO
    ______
  1. Name of IT Project[1] (please state all the names if the project name has been changed)
    ______
  2. Vendor of Contract Awarded (if any)
    ______
  1. Amount supported by SWDFfor each project (excluding NGO’s contribution)

Original / Revised (after virement, if any)
Amount Approved[2]
Date of approval
  1. Actual Project Expenditure

Actual expenditure
of the project
(i)= (ii) + (iii) / Amount of contribution from NGO’s own resources[3]
(ii) / Amount to be supported by SWDF[4]
(iii) / At least 15% contribution from NGO’s own resources
Yes
No
  1. Project Description
    ______

  1. Project Duration

Stage
(Examples) / Planned Start Date (mm/yyyy) / Planned End Date (mm/yyyy) / Actual Start Date
(mm/yyyy) / Actual End Date
(mm/yyyy) / Reasons for Deviation
Tendering
Project Initialisation
System Analysis and Design
System Development
System Integration Test /
User Acceptance Test
Data Conversion
Production Rollout
System Nursing
Total Duration of the Project / ______Months[5] / ______Months
  1. Have Your Agency changed the implementation schedule?

No Yes (Please provide the revised schedule as below)

PlannedSchedule[6]: From (mm/yyyy) to (mm/yyyy)

Revised Schedule*: From (mm/yyyy) to (mm/yyyy)

(*if the revised schedule exceeds the three years maximum as counted from the date of endorsement from Lotteries Fund Advisory Committee, please state whether approval has been received from Subventions Branch and the date of approval):

  1. Date of Interim Report submitted:
    Dates of Further Interim Report submitted (if any):

  1. Project Deliverables(please tick and provide information as applicable)

Project Deliverable / Description
IT System (Major Functions / Modules)
User / Operation Manual(s)
Administration Manual(s)
Technical Document(s)
(e.g. System Analysis and Design
Report, Program Specification)
Other IT Project Document(s)
(e.g. User Acceptance Test Plan and
Report, Backup and Recovery
Procedure)
System Security Measures/Manual(s)
Web Accessibility Compliance
(For website and web-based application
projects)
User Training(s)
  1. Project Benefits(please tick and provide information as appropriate)

Project Benefits / Description
Annual Savings in Staff Effort
Other Savings / Additional Revenue
Improvement in Operational
Efficiency
Improvement in Service Delivery
Improvement in Corporate Image
Other Intangible Benefits
  1. Employment of IT Professionalsin overseeing the implementation of the Project?

No Yes (Please specify:e.g. projectmanager )

  1. Highlights / Significant Eventsof the Implementation of the Project

______

  1. Difficulties Encountered and the Solutions

______

  1. Other Project Benefit/Experiences for Sharing

______

  1. Concluding Remarks (if any)

______

______

Prepared by:
Post: / ( )
Tel. No.:
Date:
Endorsed by:
Post: / ( )
Agency/Division Head
Tel. No.:
Date:

(Official Chop)

Please submit this Overall Evaluation Report direct to:

Information Systems and Technology Branch (ISTB)

Social Welfare Department

Room 712, 7/F., Wu Chung House,

213 Queen’s Road East, Wan Chai, Hong Kong

(Soft copy can be sent to )

1

[1]Please use separate report form for each project.

[2]Please state both the original and the revised amount if there is virement.

[3]NGO’s contribution cannot be charged to Lump Sum Grant or Lump Sum Grant Reserve (Please refer to Paragraph 12 of the Guidance Notes for Application of SWDF Phase 3)

[4]"Amount to be supported by SWDF" should be less than or equal to therespective amountstated in para.4 above.

[5]Please tally with the Application Form Part III – IT Project, Section 2 and Section 4 (j)

[6]Planned Schedule as stated in the Application Form