Social Value Research Forum

Social Value Research Forum
5 September 2019
#socialvalue
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Agenda
2:30 Welcome (Amanda Robinson, Future of London & Sara Bailey, Trowers & Hamlins)
2:40 Research presentations & Q&A, chaired by Vanessa Pilla, Lendlease
Rob Wolfe, CHY
Maria Vitale, Arup
Prof Erik Bichard, Real Worth
Kimberly Taylor, ENGIE
4:00 Toolkits & methodologies presentations & Q&A
Agnese Mizia, Social Value Portal
Nicola Bacon, Social Life
Prof Flora Samuel, University of Reading/RIBA
4:50 Networking & close

Sara Bailey | @trowers
Managing Partner, Head of Real Estate, Trowers & Hamlins
#socialvalue

Research Panel
Chaired by Vanessa Pilla, General Manager – Socioeconomic
Development, Lendlease
#socialvalue

Rob Wolfe | @chy_uk @RobWolfeCHY
Director, CHY
#socialvalue

Social Value Definition for the Built Environment
“Social value is meeting the current needs of the
industry and the communities in which we work;
improving the quality of life for generations to come.”

Month
1
Month
2
Month
3
Month
4
Month
5
Month
6
Month
7
Month
8
Month
9
Month
10
Month
11
Month
12
Summary No.
Year 1
1. Work Placements - persons
- 1 1 1 1 1 1 1 1 5 1 1 15
2. Jobs created by NSAfC
projects (new entrants)
6 - - - - - 3 - 3 10 - 7 29
3. Construction Careers
Information, Advice &
Guidance (CCIAG) Events
1 1 - 1 1 - 1 - - 1 - - 6
4. Training Weeks on site
(Apprenticeships)
12 12 12 12 12 12 16 16 20 36 36 52 248
5. Qualifying the Workforce –
project workforce
Total of 5(a) plus 5(b)
- - - - - 3 - - - 12 - - 15
5 (a) Qualifications gained
(equiv. NVQ 2 and above)
- - - - - 3 - - - 3 - - 6
5 (b) Industry certification
gained
- - - - - - - - - 9 - - 9
6. Training Plans 2 - - - - - 1 - 1 1 - 1 6
7. Case Studies
- - 1 - - 1 - - 1 - - 3
“…but once we’ve won the contract we don’t
need to deliver these commitments?”

KPI management - evidencing and reporting social value outputs
against agreed targets
Socioeconomic & Social Value Calculations - using economic
analysis (Cost Benefit Analysis, Local Economic Development,
Gross Value Added and Social Return on Investment) to measure
the financial value of the social outcomes you achieve
Social Value Benchmarking - Using Open Data to benchmark
your social value outputs and outcomes against local, regional,
national and sector based social value data.

COLLABORATIVE
Total Social Profit
•£1,817,700,117
•£1.48
Social Return on Investment
•£238,262,459
•£0.19
Economic Impact (LM3 + GVA)
•£1,108,394,736
LM3
•£306,037,432
GVA
•£802,357,304
WARD BY WARD
Total Social Profit
•£943,926,841
•£0.77
Social Return on Investment
•£133,847,791
•£0.11
Economic Impact (LM3 + GVA)
•£830,079,050
LM3
•£306,037,432
GVA
•£524,041,618

Summary
Where is it now? Disjointed, output driven & incomparable
Where will it be? Collaborative, evaluated & outcome driven
Where could it be? Objective, measured & comparable
Where should it be? Nowhere & everywhere

Maria Vitale | @Arup_UKIMEA
Senior City Economics Consultant, Arup
#socialvalue

IED Social Value in
Construction research
Maria Vitale, Senior City Economics Consultant at Arup
September 2019

ECONOMIC DEVELOPMENT
The IED and the role of economic development
The Institute of Economic Development (IED) is the UK’s
leading independent professional body representing economic
development and regeneration practitioners working for local and
regional communities.
Economic Development is about improving economic, political and
social well-being. Economic growth is driven by productivity and
often measured by GDP, but it is just one side of the process.
Improvement in welfare values also need to be taken into account.
This is often the point which markets fail to deliver on their own
and different actors need to intervene to achieve desired outcomes.
Intervening to deliver social value is a key economic development
activity.
Economic
Development
Productivity
and Growth
Welfare

RESEARCH SCOPE
What is the project?
The research is led by the Institute of Economic Development and involves
working with a number of cross-industry collaborators. It aims to better understand
how social value is delivered through the construction industry, from procurement
and through the supply chain and to identify best practices.
Arup’s role is to help draft the survey, promote it to our stakeholders, conduct the
final analysis, and develop the final report, in conjunction with Atkins. Arup’s work
is funded by Invest in Arup.
The research consists of surveys, interviews, case studies and round tables with
industry stakeholders.

RESEARCH SCOPE
What questions are we looking to answer?
What are clients’
and suppliers’
understanding of
social value?
How is social value
delivered through
the construction
supply chain?
What tools and
methodologies are
used?
What are some
innovative
examples of social
value delivery?
What are the
challenges and
barriers?
How do clients and
suppliers decide
what is important?
What are the
recommendations
for the future?

RESEARCH COLLABORATORS AND PARTNERS
Led by cross-industry collaboration

PARTICIPATE
Take the survey:
If you are a Tier 1 or 2 supplier: https://www.surveymonkey.co.uk/r/S8TKMZY
If you are a Tier 3 or 4 supplier, including SMEs: https://www.surveymonkey.co.uk/r/RTLBBWB
If you are an IED member/other public sector body/procurer: https://www.surveymonkey.co.uk/r/socialvalueIED

CONTACT
Get in touch
Wayne Dyer
Associate Director
Bristol
Wayne Dyer
Wayne.Dyer@arup.com
Maria Vitale
Senior City Economics
Consultant
Bristol
Maria.vitale@arup.com

Prof Erik Bichard
Director, Real Worth
#socialvalue

The Significance of Research in
Societal Value Reporting
Presented by Erik Bichard
Social Value Research Forum
5th September 2019

Societal value is the quantification of the
importance that people place on the
social and environmental changes they
experience in their lives

http://www.realworth.org/
insight/realworth-real-
value-report/
https://www.trowers.co
m/insights/2018/march/t
he-real-value-report

Project Goals
• Remove barriers to using societal valuation to create
better built environments
• Help government take a fresh look as emerging societal
value techniques
• Review planning policy
• Improve performance metrics
• Change the way society views the true value of
development

The Research Process
Primary research:
– Interviews with Working Group members
– Interviews with contributors - a wider group of key practitioners
– RealWorth own case studies
Secondary research:
– Case studies
– Precedents
– Legislation
– Government and academic reports

Research Findings (1)
• Schemes that create societal value can produce higher
financial returns
• Information to support this contention is not being
collected routinely or in a standard way
• It is certainly possible to place a monetary value on
societal and environmental change

Research Findings (2)
• Development partnerships should be
founded based on the maximisation of
societal value
• Societal value must be discussed at the
earliest stage of every project
• Public sector partners must set inclusive
goals and insist on post-occupation
monitoring to confirm the benefits
promised by the development

Future Societal Value Research Topics
• The monetary benefits of urban green space on people
• Establishing an unequivocal link between societal value
and financial value
• The cause and effect relationships between mental health
and influences of the built environment
• The impact of mobility on people’s lives

Kimberly Taylor | @ENGIE_UK
Responsible Business Manager, ENGIE
#socialvalue

Future of London
Social Value Research Forum (Research Panel)
5 Sept 2019
Kimberly Taylor
Responsible Business

CONTENTS
Introduction About ENGIE & Member of Social Enterprise UK
RB at ENGIE Responsible Business Charter & independent Scrutiny Board
Social Value Our approach to Social Value
Questions Some challenges. Any questions?

About ENGIE & member of Social Enterprise UK
44
About ENGIE
• 14,000 UK staff
• Group Current Operating Income
Euros 3.2 bn (up 5.6%) Jun 2019
• Renewable energy generation,
construction, facilities management
 1st Sustainable FM index
 RB Tracker
 Digital Innovation Award
 Apprenticeships
 Training provider for IEMA et al
 Member of Business in the
Community
e.g. Connected Places Leadership
Team
Social Enterprise UK
 Buy Social
Corporate
Challenge
 Sponsor research
report
 CEO on panel in
March 2019
Government Consultation on Social Value
Mar-Jun 2019
- CBI
- Cabinet Office
- BSA

About ENGIE
45
Delivering social value in partnership with
Councils including Wakefield, Cheshire
East, North East Lincs, Lambeth

Responsible Business Charter & Scrutiny Board
Responsible Business Charter Independent Scrutiny Board
• Launched in response to materiality findings
• ENGIE UK&I Purpose – Improving lives
through better living and working
environments
• Responsible Business Charter
 4 Principles, 16 Commitments, 35 KPIs
• RB Targets integrated across the business
• Individual RB Objective mandatory for all
employees
More about the RB Charter at
https://www.engie.co.uk/responsiblebusiness/
• Lord Kerslake (Chair)
• Sir Mike Rake
• Joan MacNaughton
• Jane Ramsey
• Lord Adebowale
• Baroness Drake
Annual public report. Quarterly meetings.

Social Value approach and reporting
47
Guidelines,
Trainings, Webinars
TOMs & HACT frameworks –
collaboratively modified for ENGIE’s
RB Portal
Case studies

Our Approach to Social Value - suppliers
48
Maximising Social Enterprises (and
SMEs) in Supply Chain
RB Charter Commitment #16
Sustainable Procurement
ISO 20400
• Buy Social Corporate Challenge
• £1billion spend a bold ambition
• A group of high profile businesses to lead the way
• Launched April 2016 – in partnership with UK
Government & BITC

Social Value approach and reporting
49
Guidelines,
Trainings, Webinars
TOMs & HACT frameworks –
collaboratively modified for
ENGIE’s RB Portal
Case studies

ENGIE national day of volunteering for air quality –
Thursday 20 June 2019
with Global Action Plan
Types of Social Value – integrating environmental
50
Maximising social value: integrating
environmental & social

Integrating social value to enhance places: Rugeley
51
• Social value integrated
into outcome measures &
social objectives at outset
• Accelerated delivery of
‘Place shaping’
fundamentals
• Benchmark quality
standards
• Positive legacy

Challenges with Social Value
52
• Focus
• Desired outcome and real impact (time to go beyond simply inputs and outputs)
• Social value integration from outset in project design or tender response
• Theory of Change
• Quality, meaningful social value
• Over optimistic capturing
• Business benefits are acceptable for strategy alignment; not just community benefits
• Process - Partnerships, stakeholder engagement to avoid fragmented, ad hoc delivery

Questions?
Kimberly.Taylor@engie.com
Responsiblebusiness@engie.com

Moderated discussion
• Tell us your name/organization
• Keep your question brief!
#socialvalue

Refreshment break
Reconvene at 4:00 pm

Toolkits & Methodologies Panel
Chaired by Vanessa Pilla, General Manager – Socioeconomic
Development, Lendlease
#socialvalue

Agnese Mizia | @socialvalueport @AgneseMizia
Head of Research, Social Value Portal
#socialvalue

The TOMs
(Themes, Outcomes and Measures)
a framework for social value measurement

We are a social enterprise
Our management tool helps organisations calculate their social value in terms of environmental, social and economic contributions
We will work with organisations to measure, manage and maximise their broader contribution to society
The Social Value Portal
Contract Management
An interactive solution
designed to help
organisations set targets and
manage performance and
store evidence
Procurement
A procurement platform for
social value to help
organisations manage the
tender process and to unlock
social value in the supply chain
Measurement
An nationally approved
methodology for measuring
social value in terms of
economic, environmental and
social impact
Reporting
Live reporting with
interactive dashboards and
displays including
geospatial mapping of value
by area
Our social measurement
solution is based on the
National TOMs
The TOMs have been
mapped against the
Global Goals
59

Bridging the gap
“Varying understanding of how to apply the Act can lead to
inconsistent practice, particularly around (…) knowing how
to define social value and how and when to include it during
the procurement process”
“Measurement of social value is not yet fully developed.”
(Lord Young review, 2015)
How to translate “consideration”
of social value into a consistent,
robust and comparable
assessment?”
EMBEDDING SV IN
PROCUREMENT
“How to set up a standard
way of measuring social value
across sectors, industries and
projects?”
COMMON
METRICS
Procurement
Cross-sector
Localised but nationally
consistent
LOCAL AUTHORITY
PERSPECTIVE:

18 months ● 40 organisations ● public, private and third sector
The first wave: Local Authorities Participants: 250+(2017); 450+(2018)Framework & toolkit
Durham
Star Procurement
West Midlands Combined Authority
Sandwell Council
Dudley Council
Wolverhampton Council
Walsall Council
Solihull Council
Colchester City Council
Wirral Council
Network Rail
Sodexo
Social Enterprise UK
SCAPE Procure
Greater London Authority
Transport for London
Durham Council
NEPO
NHS SDU
ORBIS
Supply Chain Future
Willmott Dixon Foundation
Balfour Beatty
Wates
Institute for Workplace and Facilities
Management
AGMA
Birmingham City Council
Bristol City Council
Cabinet Office/DCMS
Coventry City Council
Cornwall County Council
Crown Commercial Services
Halton Borough Council
London Fire Brigade
Engie
Federation of Small Businesses
Social Value UK and SVI
Social Value Portal

The TOMs Framework for social value measurement
National TOMs - Minimum Reporting Standard
Theme Outcomes Ref Measures - Minimum Requirements
Jobs: Promote Local Skills and
Employment
More local people in employment
NT1 No. of local people (FTE) employed on contract for one year or the whole duration of the contract, whichever is shorter.
NT2 % of local people employed on contract (FTE)
More opportunitiesfor disadvantaged people
NT3 No. of employees (FTE) taken on who are long term unemployed (unemployed for a year or longer)
NT4 No. of employees (FTE) taken on who are not in employment, education, or training (NEETs)
NT5 No. of employees (FTE) taken on who are rehabilitating young offenders (18-24 y.o.)
NT6 No. of jobs (FTE) created for people with disabilities
NT7 No. of hours dedicated to supporting unemployed people into work by providing career mentoring, including mock interviews, CV advice, and careers guidance -(over 24 y.o.)
Improved skills for local people
NT8 Local school and college visits e.g. delivering careers talks, curriculum support, literacy support, safety talks (No. hours, includes preparation time)
NT9 No. of training opportunities on contract (BTEC, City & Guilds, NVQ, HNC) that have either been completed during the year, or that will be supported by the organisation to completion in the following years - Level 2,3, or 4+
NT10 No. of apprenticeships on the contract that have either been completed during the year, or that will be supported by the organisation to completion in the following years - Level 2,3, or 4+
Improved employability of youngpeople
NT11 No. of hours dedicated to support young people into work (e.g. CV advice, mock interviews, careers guidance) - (under 24 y.o.)
NT12 No. of weeks spent on meaningful work placements or pre-employment course; 1-6 weeks student placements (unpaid)
NT13 Meaningful work placements that pay Minimum or National Living wage according to eligibility - 6 weeks or more (internships)
Growth: Supporting Growth of
Responsible Regional Business
More opportunitiesfor local SMEs and VCSEs
NT14 Total amount (£) spent with VCSEs within your supply chain
NT15 Provision of expert business advice to VCSEs and SMEs (e.g. financial advice / legal advice / HR advice/HSE)
NT16 Equipment or resources donated to VCSEs (£ equivalent value)
NT17 Number of voluntary hours donated to support VCSEs (excludes expert business advice)
NT18 Total amount (£) spent in LOCAL supply chain through the contract.
NT19 Total amount (£) spent through contract with LOCAL micro, small and medium enterprises (MSMEs)
Improving staff wellbeing NT20 Demonstrate commitment to work practices that improve staff wellbeing, recognise mental health as an issue and reduce absenteeism due to ill health. Identify time dedicated for wellbeing courses
A workforce and culturethat reflect the diversity of the
local community
NT21
Diversity training provided for contractors and subcontractors
Ethical Procurement is promoted NT22 Percentage of procurement contracts that includes commitments to ethical procurement, including to verify anti-slavery and other relevant requirements.
Social Value embedded in the supply chain NT23 Percentage of contracts with the supply chain on which Social Value commitments, measurement and monitoring are required
Social: Healthier, Safer and more
Resilient Communities
Crime is reduced NT24 Initiatives aimed at reducing crime (e.g. support for local youth groups, lighting for public spaces, private security, etc.)
Creating a healthier community
NT25 Initiatives to be taken to tackle homelessness (supporting temporary housing schemes, etc)
NT26 Initiatives taken or supported to engage people in health interventions (e.g. stop smoking, obesity, alcoholism, drugs, etc) or wellbeing initiatives in the community, including physical activities for adults and children.
Vulnerable people are helped to live independently NT27 Initiatives to be taken to support older, disabled and vulnerable people to build stronger community networks (e.g. befriending schemes, digital inclusion clubs)
More working with the Community
NT28 Donations or in-kind contributions to local community projects (£ & materials)
NT29 No hours volunteering time provided to support local community projects
NT30 Support provided to help local community draw up their own Community Charter or Stakeholder Plan
Environment: Protecting and Improving
Our Environment
Climate Impacts are reduced NT31 Savings in CO2 emissions on contract not from transport (specify how these are to be achieved).
Air pollution is reduced
NT32 Car miles saved on the project (e.g. cycle to work programmes, public transport or car pooling programmes, etc.)
NT33 Number of low or no emission staff vehicles included on project (miles driven)
Better places to live NT34 Voluntary time dedicated to the creation or management of green infrastructure, to increase biodiversity, or to keep green spaces clean
SustainableProcurement is promoted NT35 Percentage of procurement contracts that includes sustainable procurement commitments or other relevant requirements and certifications (e.g. to use local produce, reduce food waste, and keep resources in circulation longer.)
Innovation: Promoting Social
Innovation
Other measures (TBD)
NT36 Other measures (£) - please describe any additional initiatives that you would like to make and £ to be invested
NT37 Other measures (hrs) - please describe any additional initiatives that you would like to make and hrs to be committed (No. expert hrs)
NT38
Other measures (hrs) - please describe any additional initiatives that you would like to make and hrs to be committed (No. voluntary hrs)
SOCIAL VALUE
CALCULATORS
LOCAL
PRIORITIES
PROXY
VALUES
DEFINITIONS AND
GUIDANCE
EVIDENCE
REQUIREMENTS
STAKEHOLDER
ENGAGEMENT TOOLS
REAL ESTATE
PLUG IN
Freely
available
National TOMs 2018
1800+ downloads
National TOMs 2019
2200+ downloads
Real Estate Plug In 2019
370+ downloads
Promoted by the
Local Government Association

FRAMEWORK 2019
Themes and Outcomes
More local people in employment
More opportunities for disadvantaged people
Improved skills for local people
Improved employability of young people
More opportunities for local MSMEs and VCSEs
Improving staff wellbeing
A workforce and culture that reflect the diversity of the local community
Ethical Procurement is promoted
Social Value embedded in the supply chain
Crime is reduced
Creating a healthier community
Vulnerable people are helped to live independently
More working with the Community
Climate Impacts are reduced
Air pollution is reduced
Better places to live
Sustainable Procurement is promoted
Other measures
e.g. Innovating on service delivery
e.g. Digital Innovation
Growth: Supporting Growth of
Responsible Regional Business
Jobs: Promote Local Skills
and Employment
Social: Healthier, Safer and more
Resilient Communities
Environment: Protecting and
Improving Our Environment
Innovation: Promoting Social
Innovation
MEASURES
MEASURESMEASURES
MEASURES
MEASURES

Measurement and Valuation
 Surveys, Indicators and Benefit Valuation Proxies (Social Cost Benefit Analysis)
 Same unit benefits adopted elsewhere in the public sector for benefit valuation
(Unit Cost Database, social impact bonds toolkit, public -private partnerships
appraisal)
 Peer-reviewed
What are the TOMs capturing?
Fiscal
savings to
the public
purse
Short and
long-term
Economic
benefits
Wellbeing
Quality of
life

Innovation
Beyond the National TOMs
At the Social Value Portal we start from the TOMs, and work with our
clients to design comprehensive measurements and implement
innovative ways to unlock social value:
 Engaging with communities to understand
needs and co-deliver solutions that make a
difference for them – with Social Value
Community Charters
 Connecting and leveraging synergies between
different agendas – mapping the TOMs into the
UN SDGs
 Connecting local social value needs and opportunities with organisations
that want to deliver social value – with digital Social Value Marketplaces

LastingLegacy
EMBEDDING
SOCIAL VALUE
INTO PROPOSALS
CO-DELIVERING
SOCIAL VALUE WITH
THE SUPPLY CHAIN
NEEDS AND PRIORITIES
A measurement solution that
reflects the community needs &
priorities
LEGACY
IMPROVE THE WELLBEING
OF LOCAL COMMUNIITES
SUPPLY CHAIN
OPTIMISE SOCIAL VALUE
CONTRIBUTION
SOCIAL VALUE COMMITMENTS IN
PLANNING
SOCIAL VALUE CONTRIBUTION FROM
CONSTRUCTION
SOCIAL VALUE CONTRIBUTION FROM
MANAGEMENT & USE
record record
ENHANCING ASSET VALUE BY
CO-DELIVERING SOCIAL VALUE
WITH OCCUPIERS
PLANNING CONSTRUCTION IN-USE
record
Embedding social value throughout the development lifecycle
Embedding social value throughout the development lifecycle ensures a lasting legacy for the local community
Charter
Market
place

What’s next
National Social Value Conference, January 2020
>> National TOMs 2020 launch
For the National TOMs framework
How should we extend the framework?
Co-designed with Stakeholders
 Online consultation
 National Social Value Taskforce

Nicola Bacon | @SL_cities
Founder & Director, Social Life
#socialvalue

Future of London Research Forum
Nicola Bacon, Social Life
5th September 2019

What is social value?
“ Social value: the wider, non-financial impact of programmes, for
example on individual wellbeing, group social capital and area-level
physical environment.”
- Geoff Mulgan, Measuring Social Value, Stanford Social Innovation Review
2010

ThiThinking about people and places

Design for Social Sustainability: a definition
“A process for creating sustainable,
successful places that promote
wellbeing, by understanding what people
need from the places they live and work.
Social sustainability combines design of
the physical realm with design of the
social world – infrastructure to support
social and cultural life, social amenities,
systems for citizen engagement and space
for people and places to evolve.”
Source: Social Life (2012). Design for Social Sustainability: a
framework for creating thriving communities.

Social Life’s social sustainability framework

Measuring social sustainability
COMMISSIONED BY THEBERKELEY GROUP
HOW TO MEASURE THE SOCIAL SUSTAINABILITY
OF NEW HOUSING DEVELOPMENTS
CREATING
STRONG
COMMUNITIES

How we measure social sustainability
Data from site
survey, amended
version of
“Building for
Life” survey,
carried out by
qualified
surveyor
Data from
residents
survey,
benchmarked

Assessing social
sustainability for social
innovation: an example
South Acton Estate

First assessment 2015
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Acton Gardens 2015
Signific
a
ntly better than
comparable areas
Performs as expected (equal
to comparable areas)
Signific
a
ntly wo r se than
comparable areas
Scoring explained:
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
South Acton Estate 2015
Signific
a
nt ly better than
comparable areas
Signific
a
nt ly wo r se than
comparable areas
Scoring explained:
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Signific
a
nt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:South Acton Estate - 2015 Acton Gardens- 2015
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Signific
a
nt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:
Voice and In
AmenitiesandInfrast
ructure
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
South Acton Es
Signific
a
nt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:
Scoring explained

Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Acton Gardens 2015
Signific
a
ntly better than
comparable areas
Signific
a
ntly wo r se than
comparable areas
Scoring explained:
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Signific
a
nt ly better than
comparable areas
Signific
a
nt ly wo r se than
comparable areas
Scoring explained:
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCulturalLife
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Signific
a
nt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:South Acton Estate - 2015 Acton Gardens- 2015
Voice and Inf uence
AmenitiesandInfrast
ructure Soci
alandCultur
Abilitytoinfuence
Local facilities
Feelings of safety
Linkswith
neighbours
Wellbeing
Localidentity
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
Signific
a
nt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:
Voice and
AmenitiesandInfrast
ructure
Communityspace
Transportlinks
Distinctive
character
Local integration
Street layout
Adaptable space
Willingnesstoact
South Acton E
Significnt ly bet ter than
comparable areas
Signific
a
nt ly wo rse than
comparable areas
Scoring explained:
Scoring explained
Second assessment 2017

Change over time
Neighbourliness and sense of belonging continue to be strong:
Acton Gardens residents’ scores have risen significantly since
2015
The community space scores are lower for the existing estate
than in 2015, reflecting the disruption of regeneration
The wellbeing score for the estate has fallen over the two
years
Residents of the new housing and the old estate report that
their sense of being able to influence decisions is stronger
than in comparable areas; this has risen since 2015.

What does this tell us about social value?

To focus on lived experience, alongside infrastructure and
buildings
To generate practical lessons and learning for future
stages, and for other projects
To surface the ordinary and everyday things that are
supporting quality of life, the invisible assets
To guide investment and planning decisions to create
places that work for people.
The value of measuring social value

www.social-life.co
twitter: @SL_Cities

Prof Flora Samuel | @UniRdg_Arc @FloraArchitect Professor of
Architecture in the Built Environment, University of Reading &
VP Research, RIBA
#socialvalue

Flora Samuel
Professor of Architecture in the Built Environment
Research Practice Leads Group
@Flora Architect
THE SOCIAL VALUE TOOLKIT FOR
ARCHITECTURE
School of Architecture
ZCD
COMMUNICATIONS AND BRANDING GUIDELINES
PREFERRED VERSIONS
The British Council and Newton Fund logos should always
appear together and in the order shown below. The colour,
sizing and space between the logos is detailed in the following
pages of these guidelines.
The preferred full-colour logos should be used where the
background allows them enough contrast. Wherever possible
the logos should be placed against a light background.

Research Practice Leads -
October 2018, BDP London

WHY MAKE A SOCIAL VALUE
TOOLKIT FOR ARCHITECTURE?

I have been teaching and preaching
about the problems architecture as a
profession and architects as
practitioners face for the last 5 years. If
only I had had this book to assign all
along!
It lays out so clearly the issues behind
the ironic but tragic fact that the public
and the architectural profession hate
what architecture has become. The fact
that no one in this binary is happy with a
profession that is seen as effete and
socially indifferent requires an analysis
that goes beyond handwringing and
cross accusations. This book is it, as it
systematically analyses both the history
and structure of this dilemma. Bravo
Peggy Deamer, Architecture Lobby/Yale
University

R2018_04_01
Final Report
Design value at the neighbourhood
scale
What does it mean and how do we measure it?
Dr Bilge Serin (University of Glasgow), Tom Kenny (Royal Town
Planning Institute), Dr James White (University of Glasgow),
Professor Flora Samuel (University of Reading)
19 November 2018

NATIONAL PLANNING POLICY
FRAMEWORK (NPPF)

15CLC | Procuring for Value
RECOMMENDATION 1: VALUE AND PROCUREMENT
To capture the maximum benefitthat pr oj ects or pr ogr ammes can achieve, the defini tion of
Value must be expanded to include areas such as:
• Whole-life value
• Capital and Operational Carbon Emissions
• Digital effectiveness, BIM and data capture
• Use of standard components and pre-
manufactured value22
• Design Quality Indicators
• Collaborative behaviour and supply-chain
integration
• Apportionment of risk and reward
• Government Soft Landings
• Social Value of the construction process
• Health, Safety and Well-being during construction
• R&D and Innovation
• Supply chain incentivisation for delivery
innovation.
• Sharing of innovation risk between client and
suppliers
Actions to make the recommendation stick
Why isn’t this being done anyway?
• No cross-industry common standards
• Lack of client and advisor knowledge and expertise
• Fear of the unknown – no-one wants to be firs t
• Deep in-built conviction that lowest price gives the best value
• It is required, but no-one is checking
• Time pressure on procurement
• Annual budget pressures
Solutions?
• Development of a common defin
i
tion of v alue and a consistent procurement methodology
• Enhanced competences in both clients and advisors
• Evidence-based case studies
• A consistent digital platform to capture and analyse the bid information; and
• An audit or oversight function with teeth.
22
Farmer, Mark. Modernize or Die: The Farmer Review of the UK Construction Labour Model. Construction Leadership Council, 2016.
See appendix A for linkages to existing programmes.
PROCURING FOR VALUE
OUTCOME BASED, TRANSPARENT AND EFFICIENT
A whole life integrated industry will improve productivity and end-
user satisfaction, and produce wider societal benefit
JULY 2018

Anne Bentley , Edge Debate, Procuring for Value, Oct
2018
Discussing Anglia Water

Using digital information to better design & build, and operate
& integrate our built environment
Flow of
information
Images reproduced with the permission of BEIS
Digital Twin

SOCIAL VALUE TOOLKIT
FOR HOUSING

AIMS
• To develop a practical, simple toolkit for the evidencing and measurement of the social value of
good design for use in housing;
• To understand the impact of design through qualitative and quantitative post occupancy
evaluation;
• To help decision makers include the social value of design in policy and procurement.

SVT PROCESS
• Headline outcomes identified through literature review of wellbeing grey literature;
• A series of sub-questions was developed through workshops with multiple groups;
• The SVT was revised and piloted by an assortment of practices in different ways;
• Following feedback from the pilot a library of questions has been developed for use by practice;
• At the same time our experts trawled the Social Return on Investment proxies for those of use in
measuring and monetising housing design;
• Simultaneously the SVT questions have been used with the community of Orts Road in Reading
and Santa Rosa in Philippines to create Social Value maps as part of the Mapping Eco Social
Assets Project (Newton Fund).

Social Value Workshop HTA Design LLP June 2018

Social Value Working Group, Assael Architecture, Sep 2018

DESIGN FOR
SOCIAL
SUSTAINABILITY
A framework for creating thriving
new communities
Saffron Woodcraft with Nicola Bacon, Lucia Caistor-Arendar &
Tricia Hackett. Foreword by Sir Peter Hall.
The social impact of housing providers l 1
!
1!
Cultural Value
Of Architecture in Homes
and Neighbourhoods
Flora Samuel, Nishat Awan, Carolyn Butterworth,
Sophie Handler, Jo Lintonbon

Livable Cities (Boyko et al, 2017)
5 ways to wellbeing
NEF (2011) Young Foundation (2017)
Equality & human rights
commission(2018)
Happy City (Brown et al,
2017)
Measures of National
Wellbeing (ONS, 2015)
Wales Wellbeing of Future
Generations Act (2015)
Waterways & Wellbeing (C
& R Trust 2015) UK Green BuildingCouncil (2018) Natural Capital (GLA, 2017)
No Charge? (Natural
England 2011)
Quality of Place (Cabinet
office, 2009) Natural Capital Placemaking and Value (RICS) Igoo RegenerationFootprint tool
Putnam, Bowling alone: The Collapse and
Revival of American community
http://publications.naturalen
gland.org.uk/publication/360
19
http://webarchive.nationalarchi
ves.gov.uk/20100304114800/ht
tp://www.cabinetoffice.gov.uk/s
trategy/publications/archive.as
px
https://www.london.gov.uk/sites/def
ault/files/gitaskforcereport.hyperlink
.pdf
http://www.rics.org/uk/knowledge/pro
fessional-guidance/information-
papers/placemaking-and-value-1st-
edition/ www.iglooregeneration.co.uk/footprint
Promote Physical Activity and a healthy
diet Be active Access to facilities Accessibility Physical Activity Healthier Health Good mental & physical health Physical health
Physical and mental
wellbeing Physical and mental health Architecture and Design engagement in public affairs
Design the neighbourhood for children Access to facilities Children's wellbeing Inclusivity Ease of mobility Layout community volunteering
Enable Independence in older age Access to facilities Independent living Inclusivity Ease of mobility Commercial andcommunity informal sociability
Reduce Stress Mental health satisfaction Public and private amenity space community organisationallife
Promote positive emotions Give Giving & volunteering
Vibrant culture & thriving
welsh language Engaged people
Strong local identity & distinctive
character community cohesion Car/parking transport social trust
Facilitate good relationships Connect Relationships
Reduce socialanxiety &
isolation Close relationships Cohesive Communities Cohesive Communities
Integration with surroundingarea
+ thriving social networks social interaction Effective Resident Engagement
Help make people feel safe from crime Crime & personal security Community safety Low crime Sustainability
Reduce sense of crowding reduce noise pollution Clear vision
Make moving about easier Accessibility Connected
Accessibility & sustainable
transportation
sustainable non-motorised
transport
walking, cycling &public
transport
Beauty Design cities that are easy on the eye, green pleasant environment
Green
Design cities that are easy on the eye,
green, clean Take notice Green space Green Space High quality public & green spaces ample high quality green space
Keep learning Education & learning Education, skills& learning Support education
(Variety)
vibrant diversity of building uses
and tenures range & mix of homes
Inclusive Design Adaptability Ease of mobility
Adaptablity adaptability
Pollution healthy local air quality air quality
Autonomy
Strong local ownership of the
development
Governance
Employment Jobs inward investment
Job quality skills job opportunities
Affordability More equal Affordability Affordability
Resilient Green & Blue Futures Resilient buildings & infrastructure reduce flood risk Environmental sustainability
Globally responsible Limit resource use and waste Carbon store carbon Low energy buildings
Cultural assets
Existing social fabric free of
disruption
sensitive treatment of historic
fabric
Local economy
Residentialproperties
temperature
reduce temperature
extremes
support wildlife
social inclusion
better public services
Literature review & categorisation

FINAL HEADLINE OUTCOMES
• Positive Emotions
• Connecting
• Freedom and Flexibility
• Participation (if relevant)

RIBA Guerilla Tactics November 2018

3 December we launched the pilot with architectural practices and housing
providers to trial the ‘beta’version of toolkit

EXAMPLE POE QUESTIONS
• 1. CONNECTING
• a. i) My neighbourhood gives me opportunities to stop and talk with people regularly.
• Strongly Agree/Agree/Neutral/Disagree/Strongly Disagree
• a. ii) Please rate the same statement for before you moved here/the refurbishment/the
changes to the building
• b. i) I feel a sense of responsibility for where I live.
• Strongly Agree/Agree/ Disagree/Strongly Disagree
• b. ii) Please rate the same statement for before you moved here/the refurbishment/the
• c. i) People look out for each other here.
• Strongly Agree/Agree/ Disagree/Strongly Disagree
• ii) Please rate the same statement for before you moved here/the refurbishment/the

SVT MONETISATION PROXIES
• 1. I feel in control of my life – currently valued at £15,894 a year by the HACT Social
Value Bank.
• 2. I talk to neighbours regularly – currently valued at £4,511 by the HACT Social Value
Bank
• 3. I feel a sense of belonging in my neighbourhood – currently valued at £3,753 by the
HACT Social Value Bank
• 4. I am able to take frequent mild exercise – currently valued at £3,537 by the HACT
Social Value Bank
• 5. I am active in a tenants group – currently valued at £8,116 by the HACT Social Value
Bank
• 6. I feel relief from depression/anxiety – currently valued at £36,766 by the HACT Social
Value Bank
• 7. I feel in control of my life – currently valued at £15, 894 by the HACT Social Value
Bank
• Questions are also included about how much these outcomes are
attributable to the design of the project.

Mapping Social Value Community Workshop, Orts Road,
Reading, 28 November 2018

• Mapping Social Value with
children May 2019

Mapping Eco Social Assets Workshop 28 November 2018

Composite Map of Workshop Data

NEXT STEPS FOR THE SOCIAL VALUE
TOOLKIT FOR ARCHITECTURE
• The SVT will be published later this year by the RIBA. It will include:
• a library of questions which can be used for Post Occupancy Evaluation. These relate closely
closely to housing but can easily be adjusted to other sectors;
• Proxies for the monetisation of design;
• A Social Return on Investment method statement;
• Guidance on ethical good practice for surveys.

THANK YOU
• Original Social Value Toolkit Working Group
• Hannah Brownlie (Assael Architecture), Phoebe Eustance (HTA Design LLP), Eli Hatleskog (University of Reading), Felicié Krikler (Assael
Architecture), Riette Oosthuizen (HTA Design LLP), Caroline Paradise (Atkins Global), Petronella Tyson (The Collective/), Graham Randles (New
Economics Foundation/Triangle Consulting), Alex Tait (Royal Institute of British Architects), Jennifer Thomas (Ministry for Housing Communities and
Local Government), Flora Samuel (University of Reading, lead author and Chair of Group), Kelly Watson ((Hatch Regeneris/University of Manchester).
• Consulting Social Value Toolkit Working Group Members
• Racheal Atkin (Fusion 21), Ben Channon (Assael Architecture), Sophia Cox (UK Green Building Council), Ijeoma Emeghe (University of Reading),
Yiorgos Papamanousakis (New Economics Foundation), Anna Sullivan (HTA Design LLP), Rob Wray (HACT).
• Social Value Toolkit Pilot Group and Consulting Members
• Monika Baia (Proctor and Matthews), Alisdair Ben Dixon (Collective Works), Dinah Bornat (ZCD Architecs), Beth Bourelly (BDP), John Cantwell
(Hampshire County Council), Rachael Davidson (Hut Architecture), Holy Doron (APEC ), Jeff Endean (Cast Consultancy), Ricky Evans (PAD Studio),
Tom Kenny (Royal Town Planning Institute), Daniel Marmot (HHBR), Benjamin McDiarmid (Glasgow University); Sophie Morley (Architecture sans
Frontieres), Michael Riebel (Hawkins Brown), Clare Richards (ft’ work), Tim Riley (RCKA), Hilary Satchwell (Tibbalds), Rachel Serfling (Levitt
Bernstein), Katherine Thomas (Arcadia), Lesley Treacy (Turley), Maisie Tudge (Hut Architecture), Elanor Warwick (Clarion Housing Grup), Alexandra
Wiley (Clarion Housing Group), Helen Wilson (Clarion Housing Group), Siri Zanelli (Collective Works).
• Funding
• This work was supported by an institutional links grant 332241573 under the Newton-Philippines partnership, a collaboration with the School of
Architecture in the University of Reading (principal investigator Flora Samuel) and the University of Santo Tomas, Manila (Co-investigator Leah dela
Rosa). The grant is funded by the UK Department of Business, Energy and Industrial Strategy (BEIS) and CHED and delivered by the British Council.
For further information, please visit www.newtonfund.ac.uk.
• The SVT has also benefited from input from the ESRC funded UK Centre for Collaborative Housing Evidence (CACHE) www.housingevidence.ac.uk
f.b.samuel@reading.ac.uk

Next steps
• 18 Sep: Future London Leaders Proposals for London on the topic of
Community Benefit
• 7 Oct: Embedding Social Value half-day conference
#socialvalue

Stay in touch
#hashtag
@futureofldn
Future of London
futureoflondon.org.uk/subscribe

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