Contractors Performance Review Template 5w551c

CONTRACTORS PERFORMANCE REVIEW FORM (guideline overleaf) Contractor & Branch:

Contract No:

Contract Name:

Contractor's Representative(s):

LIPS No:

Contractual Dates:

Date of Review:

Contract Value:

Review Number:

Liquidated Damages?

Engineer's Representative(s)/ Contract : TCC's Representative(s):

Scoring Criteria / Weighting

Weak ----------------------------------------------------->Strong

1

Management (25%)

1.1

General management

0

2

4

6

8

10

1.2

Risk Management

0

2

4

6

8

10

1.3

Responsiveness

0

1

2

3

4

5

Sub Total

2

istration (15%)

QA documentation

0

1

2

3

4

5

2.2

Financial

0

1

2

3

4

5

2.3

Handling of Variations

0

1

2

3

4

5

Sub Total

Physical Works (40%) Manpower Availability and Performance

0

1

2

3

4

5

3.2

Ability to Meet Program

0

2

4

6

8

10

3.3

Achieve Specified Standard

0

2

4

6

8

10

3.4

Defect Management

0

2

4

6

8

10

3.5

Sub Contractor Performance

0

1

2

3

4

5

Sub Total

Health and Safety (20%)

See note 6 in guidelines if a score below 4 is given

4.1

Safe Work Practices

0

2

4

6

8

10

4.2

Safety of Others

0

2

4

6

8

10

Overall Rating

Unacceptable Performance

5

0

Sub Total

0

Total

0

<36%

37-47%

Average

48-57%

Good

58-72%

Very Good

73-87% 88100%

Contractor's Comments regarding Engineer's Representative's General Performance

Signature Contractor's Representative

Signature Eng. Representative

Rev. 1 No. By who JDS 6

0

Comment on Key Issues and/or offer Recommendations for Performance Improvements

Result

Below Average

Excellent

0

Weak ----------------------------------------------------->Strong

3.1

4

Comment / References to Correspondence or Minutes:

Weak ----------------------------------------------------->Strong

2.1

3

Score

Document Control

Date Why

Jul-11 New layout

2 JDS

3 JDS

4 JC

Jul-11 Aug-11 Aug-11 H&S Option Formatt scoring for N/A ing

TCC Ref:

Contractors Performance Review - Guideline for Discussion and Scoring 1

The purpose of this document is to facilitate the review of the Contractor's performance and quality of output and to agree measures for improvement throughout the contract. This form together with references will be used for completing the contract completion review report (referred to in the TCC Procurement Guide) at the end of the contract.

2

The review should be undertaken by the Engineer's Representative (ER). The TCC project manager may attend and/or contribute to review sessions. Measures to improve performance and quality of output should be agreed between the ER and Contractor's Representative.

3

The review should be undertaken approximately 1 month into the contract (which may be the only review for short contracts) and periodically thereafter (e.g. monthly for short contracts, 3 - 6 monthly for long contracts - unless issues arising dictate a more frequent review) and, finally, at completion.

4

Reviewer(s) must enter a score between weak performance and strong performance in the rating column. Only fill in cells highlighted in yellow. If an item is not applicable, mark it as N/A - scoring is automatically adjusted in the spreadsheet.

5

A scoring system similar to the NZTA process has been used. Please complete only the yellow shaded sections. Only high level tasks have been included to encourage discussion of important issues. Guidance is included below on issues that could be considered. The ER is required to insert a final score in the appropriate box in the results column.

6

Important: In the event of H&S score (refer 4 below) being less than 4, the overall rating will be unacceptable, regardless of how well the Contractor may have scored elsewhere.

7

Expectations of the contract team and review items listed on the score sheet should be clarified at project inception and agreed by all parties. This will help in reducing subjectivity of certain items.

8

Please include key issues that arose (positive or negative) from the review, together with agreed actions (if any) and/or the need to escalate these for management awareness and/or resolution. Add comments or suggestions for improvements. A section is included at the end for the Contractor to provide comment on the ER performance - purely for TCC information.

9

The following is a guideline on issues that the ER and Contractor should consider during the review process.

Item

1

Issues to Consider

Management

1.1

General Management

Management skill, relationship with client and customers (refer TCC The Customer Comes First Guide ) and ER, communication skills, availability, management of conflict, decision making, communication and coordination with all relevant parties.

1.2

Risk Management

Identification, quantification and qualification of risk and the management thereof.

1.3

Responsiveness

Response to and management of queries, instructions, changes, deviations from spec./contract, issues.

2

istration

2.1

QA documentation

Records of quality assurance procedures, issues and incidents, QA reporting, deviations from specification.

2.2

Financial

Clarity and accuracy of invoicing, management and reporting against budget, regular updating of cash flow.

2.3

Handling of Variations

Validity of and reasons for variations, agreement thereof and managing related procedures and documentation. Processing, reviewing and submitting of variations.

3

Physical Works

3.1

Manpower Availability and Performance

Manpower deployed - level of skill, availability, performance.

3.2

Ability to Meet Program

Adequate activity management to avoid delays and/or acceptable mitigation measures put in place.

3.3

Achieve Specified Standard

Measure of quality of output generally including ability to meet TCC standards, setting out of works, etc.

3.4

Defect Management

Response to and management of errors, defects x. Are reasons valid and agreed?

3.5

Sub Contractor Performance

Sub-Contractor's general performance including the Contractor's management of the Sub-Contractor's performance.

Health and Safety

See NOTE 6 above

4.1

Safe Work Practices

Conformance with required legal and contractual procedures. Incidents reported, recorded, investigated and corrective action taken.

4.2

Safety of Others

Traffic management, of public, Sub-Contractors, others in the vicinity.

Contractors Comments

Comment, with reasons, on aspects of the contract documents which could have been improved for improved contract performance. Comment on lessons learned, experiences gained, suggest improved techniques. Comment on reasons for conflict and how they could have been avoided. If liquidated damages are/have been an issue, comment on how they could have been avoided.

4

5

2

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