standard for contractor performance reports

Standard for Professional Service Provider

Performance Reports for Professional Services

in Engineering and Construction Works

(14 May 2015)

Construction Industry Development Board

Pretoria

Tel: 012 343 7136 or 012 481 9030

Fax: 012 343 7153

E-mail: [email protected]

mailto:[email protected]

Standard for Professional Service Provider Performance Reports for

Professional Services in Engineering and Construction Works

1 Scope ______________________________________________________________________________________1

2 Terms and Definitions ____________________________________________________________________2

3 Requirements _____________________________________________________________________________2

3.1 Submission of Professional Service Provider Performance Reports _________________________ 2 3.2 Completion of Professional Service Provider Performance Reports ________________________ 3 3.3 Right of Reply / Appeal _____________________________________________________________________ 3 3.4 Interim Professional Service Provider Performance Reports ________________________________ 3

Annex 1 PSP Performance Report _____________________________________________________________6

Annex 2 Interim PSP Performance Report - Architect (Normal Services) ________________ 10

Annex 3 Interim PSP Performance Report - Architect (Principal Agent)) ________________ 15

Annex 4 Interim PSP Performance Report - Civil Engineer (Normal Services) __________ 21

Annex 5 Interim PSP Performance Report - Construction H&S Agent) __________________ 30

Annex 6 Interim PSP Performance Report - Construction Project Manager _____________ 39

Annex 7 Interim PSP Performance Report - EE (Normal Services) _______________________ 49

Annex 8 Interim PSP Performance Report - Landscape Architect ________________________ 58

Annex 9 Interim PSP Performance Report – ME (Normal Services) ______________________ 66

Annex 10 Interim PSP Performance Report - QS (Normal Services) _____________________ 75

Annex 11 Interim PSP Performance Report – QS (Principal Consultant) _________________ 81

Annex 12 Interim PSP Performance Report – QS (Principal Agent) ______________________ 86

Annex 13 Interim PSP Performance Report – QS (Project Monitor) ______________________ 92

Annex 14 Interim PSP Performance Report – SE (Engineering Projects) _________________ 97

Annex 15 Interim PSP Performance Report – SE (Building Projects) ____________________ 106

Annex 16 Interim PSP Performance Report - CE, EE, ME and SE (Principal Consultant)115

Annex 17 Interim PSP Performance Report - CE, EE, ME and SE (Principal Agent) ____ 121

Annex 18 Interim PSP Performance Report – AR, CE, EE, ME, SE, CP, LA and QS (Planning,

Studies, Investigations, and Assessments) _________________________________________________ 126

1

Standard for Professional Service Provider Performance Reports for

professional services in engineering and construction works

1 Scope

This standard for professional service provider (PSP) performance reports provides for a uniform and

consistent method of assessment of the performance of a PSP with respect to the following

performance criteria:

time management;

management of resources;

co-operative relations; and

standard of service.

Subject to sufficient PSP performance reports being available, PSP performance reports can be used,

amongst others, for the purpose of managing procurement risks through:

assessing the suitability of PSP for pre-qualification, selective tender lists or expressions of interest;

and

adjudication for the award of a contract.

PSP performance reports also allow for the PSP to benchmark its performance against national norms

– thus encouraging performance improvement.

This standard sets out:

the process and responsibilities by which the PSP performance report is to be completed; and

the information required.

The standard is applicable to PSPs that will carry out professional services on construction and

building projects within the following Professional Service Disciplines:

Designation Professional Service Discipline

AR Architecture

BS Building Services

CE Civil Engineering

including environmental,

geotechnical and transportation

engineering

CH Construction Health and Safety

CP Construction Project Management

EE Electrical Engineering

LA Landscape Architecture

ME Mechanical Engineering

QS Quantity Surveying

SE Structural Engineering

SS Specialist Engineering Services

2

2 Terms and Definitions

For the purposes of this document, the following terms and definitions apply:

client: “client” means a person, body or organ of state who enters into a contract to procure

construction works; (cidb Act)

completion: completion in a professional services contract means:

a) cidb Standard Professional Services Contract: the date when the Employer considers that the works have

been completed in accordance with the contract,

b) NEC3 Professional Services Contract: when the consultant (PSP) has done all the work which the scope states

he has to do by the completion date and corrected defects which would have prevented the employer from

using the services and others from doing their work.

completion date: is the completion date unless later changed in accordance with the contract (NEC)

Construction Industry Development Board (CIDB): the board established in terms of the

Construction Industry Development Board Act of 2000 (Act 38 of 2000)

contract: the contract signed by the parties (cidb),

contract price: The price to be paid for the performance of the services in accordance with the

pricing data (cidb)

employer: The contracting party named in the contract who employs the service provider (cidb)

employer's representative: person authorized to represent the employer and named as such in the

contract data

services: the services defined in the scope of services to be performed by the consultant (PSP) in

accordance with the agreement which comprise normal services, additional services and exceptional

services

Professional service provider: the contracting party named in the contract data who is employed by

the employer to perform the services described in the contract and legal successors to the service

provider and legally permitted assignees (cidb)

Subcontractor (subconsultant): A person or body corporate who enters into a subcontract with the

service provider to perform part of the services (NEC – is a person or organisation who has a contract

with the Consultant (PSP) to provide part of the services)

reporting officer: employer’s representative or his/her delegated representative that is authorized to

complete the contractor performance reports on behalf of the employer

3 Requirements

3.1 Submission of Professional Service Provider Performance Reports

Completed PSP performance reports (see Annex 1) must be submitted by the reporting officer to the

employer’s representative:

3

i) where no dispute exists, within 15 days of the date of completion of a contract; or

ii) where a dispute exists, within 15 days of the date of receipt of the outcome of the dispute (see

Item 3.3).

NOTE: Other than for interim PSP performance reports (Item 3.4), PSP performance reports should only be

completed for contracts which reach completion. Subject to the CID Regulations, where a contract is terminated

or abandoned due to poor or non-performance of a PSP, such performance must be recorded on the CIDB

Register of Professional Service Providers.

3.2 Completion of Professional Service Provider Performance Reports

The reporting officer is responsible for the completion of the PSP performance reports on behalf of

the employer on completion of the PSP’s contract. To be in a position to make factual assessments

against the evaluation criteria in the PSP performance report on the PSP’s performance, the reporting

officer must:

be experienced in the management of PSPs; and

have frequent and direct liaison with the PSP.

Taking cognizance of the time requirements of Item 3.1, each PSP performance report must be

discussed with the PSP, who must be given the opportunity to comment on the assessment. The

reporting officer must respond to any issues raised by the PSP in writing, and the PSP’s comments and

the written response by the reporting officer must form part of the PSP performance report. The PSP

performance report must then be signed-off by the employer’s representative.

The PSP performance reports must be signed off by the reporting officer, the PSP and the employer’s

representative.

3.3 Right of Reply / Appeal

Where significant differences of opinion exist between the reporting officer and the PSP which cannot

be resolved by the parties, the PSP has the opportunity to an independent review of the PSP

performance report by a mutually agreed adjudicator, as stipulated in the contract.

The resulting PSP performance report after adjudication must be signed by the adjudicator and

witnessed by the reporting officer and the PSP.

The reporting officer will forward this copy of the PSP performance report to the employer.

3.4 Interim Professional Service Provider Performance Reports

Interim PSP performance reports (see Annex 2 to Annex 18) should be completed for each PSP

engaged by the employer for each stage of the project, and should a project stage be longer than

three months than a PSP performance report needs to be completed every three months. The

appropriate PSP performance report must be completed for each PSP engaged by the employer as set

out below.

If a PSP has been appointed by the employer to act as:

4

i) Architectural Professional (AR) - normal services1, Annex 2 shall apply;

ii) Architect (AR) - Principal Agent2, Annex 3 shall apply;

iii) Civil Engineer (CE) - normal services3, Annex 4 shall apply;

iv) Construction Health and Safety Agent (CH) - normal services4, Annex 5 shall apply;

v) Construction Project Manager (CP) - normal services5, Annex 6 shall apply;

vi) Electrical Engineer (EE) - normal services6, Annex 7 shall apply;

vii) Landscape Architect (LA) - normal services7, Annex 8 shall apply;

viii) Mechanical Engineer (ME) - normal services8, Annex 9 shall apply;

ix) Quantity Surveyor (QS) - normal services9, Annex 10 shall apply;

x) Quantity Surveyor (QS) - Principal Consultant10

, Annex 11 shall apply;

xi) Quantity Surveyor (QS) - Principal Agent11


xii) Quantity Surveyor (QS) - Project Monitor12


xiii) Structural Engineer (SE), (Engineering Projects) - normal services13


xiv) Structural Engineer (SE), (Building Projects) - normal services14


xv) CE, EE, ME and SE - Principal Consultant (Engineering Management Services)15

, Annex 16 shall

apply;

xvi) CE, EE, ME and SE - Principal Agent16


1 South African Council for the Architectural Profession. (2011). Annual Update of the Professional Fees

Guideline Issued in terms of Section 34(2) of the Architectural Profession Act No. 44 of 2000. Board Notice

194 of 2011. Government Gazette. (No.34788). 2 PROCSA (2013). Client/Consultant Professional Services Agreement. Matrix, Scope of Services by Stage by

Discipline. Code 3101. Edition 3.1. 3 Engineering Council of South Africa. (2013). Guideline of Services and Processes for Estimating Fees for

Persons Registered in terms of the Engineering Profession Act, 2000. Board Notice 46 of 2013. Government

Gazette. (Vol. 582, No.37102). 4 The South African Council for the Project and Construction Management Professions. Registration Rules for

Construction Health and Safety Agents in terms of Section 18(1)(c) of the Project and Construction

Management Professions Act, 2000. http://www.sacpcmp.org.za/construction-health-safety/284-chs-agent 5 The South African Council for the Project and Construction Management Professions. (2011). Guideline

Scope of Services and Recommended Guideline of Fees for Persons Registered in terms of the Project and

Construction Management Professions Act, 2000. Board Notice 202 of 2011. Government Gazette.

(No.34585). 6 Engineering Council of South Africa. (2013). Guideline of Services and Processes for Estimating Fees for

Persons Registered in terms of the Engineering Profession Act, 2000. Board Notice. 46 of 2013. Government

Gazette. (Vol. 582, No.37102). 7 South African Council for the Landscape Architectural Profession. (2011). Amended Landscape Architectural

Work Stages.

http://web.vdw.co.za/Portals/22/Documents/Downloads/SACLAPamendedworkstagesJan2011.pdf 8 Engineering Council of South Africa. (2013). Guideline of Services and Processes for Estimating Fees for


Gazette. (Vol. 582, No.37102). 9 The South African Council for the Quantity Surveying Profession. 2013 Tariff of Professional Fees Schedule.

Guideline Tariff of Professional Fees in Respect of Services Rendered by a Quantity Surveyor in Private

Practice. http://c.ymcdn.com/sites/www.sacqsp.org.za/resource/collection/62E54748-385B-4597-A72A-

4BD2F97D3641/2013_Guideline_Tariff_of_Professional_Fees.pdf 10

Ibid. 11

Ibid. 12

Ibid. 13

Engineering Council of South Africa. (2013). Guideline of Services and Processes for Estimating Fees for


Gazette. (Vol. 582, No.37102). 14

Ibid. 15

Ibid. 16

Ibid.

5

xvii) AR, CE, EE, ME, SE, CP, LA and QS - Planning, Studies, Investigations, and Assessments17

, Annex

18 shall apply;

17

Ibid.

6

Annex 1 PSP Performance Report

Continued over

cidb Employer Number (if applicable)

Employer Name

cidb Contract Number (if applicable)

Contract Title

Project initiation Y N

Inception Y N

Concept and viability Y N

Design Development Y N

Documentation and procurement Y N

Construction Y N

Close-out Y N

Completion Date Y Y Y Y M M D D

Organisation Name

Name of Reporting Officer Title Initials Surname

Designation

Professional Registration Body

Registration Number

e-mail

Mobile 0 - -

Office Telephone 0 - -

Date submitted to Employer Y Y Y Y - M M - D D

Signature

ISSUE OF A PSP PERFORMANCE REPORT

Section A: Employer Information

Section B: Contract Data

Section C: Reporting Officer's Information

Please indicate the project stage

for which assessment is made

7

Continued over

Please select the appropriate grading that reflect the PSP's performance on the project

Aggregate = Sub - total / 4

coordination of interfaces N/A -1 0

Sum

Aggregate

MANAGEMENT OF RESOURSES

skill and commitment in management of

subconsultants and other suppliersN/A -1 0 1 2

Sub - total

ability to meet programmed milestones

timely allocation of appropriate resources to

critical activities

overall progress of the work

timely submission of progress reports

2

-1 0 2

N/A -1

1

N/A -1 0 1

N/A 1

N/A

N/A

-1

0 1 2

N/A -1 0 1 2

N/A

N/A

-1 1 2

-1

1 2

-1 0

0

1 2


commitment to resolving issues through

open and effective communication with a non-

adversarial approach

CO-OPERATIVE RELATIONSHIPS

Sub - total

N/A -1 0

Aggregate

Sub - total


N/A -1 0 1 2

general cooperation and responsiveness,

adherence to commitmentsN/A

C

response to problems and changing

circumstances

Aggregate

1 2

appropriateness of skills and experience of

personnel assigned to the work

adequacy of the number of personnel

assigned to the work

TIME MANAGEMENT

20% of composite evaluation (0.2 x aggregate) A

Sum

2

N/A -1 0 1 2

-1 0 1

Section D: PSP Performance Information

Evaluation Criteria Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

1 2

response to instruction

adoption and commitment to a cooperative

contracting approach with clients,

subconsultants, joint venture partners,

contractors and suppliers

N/A

10% of composite evaluation (0.1 x aggregate)

-1 0

2

B10% of composite evaluation (0.1 x aggregate)

Sum

8

Title Initials Surname

e-mail

Mobile 0 - -


I / we agree disagree

I / we appeal the Performance Assessment by the Reporting Officer Y N

Signature

Date Y Y Y Y - M M - D D

Aggregated score for Stage 0 - Project Initiation (WaS0) only OR

Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa

STANDARD OF SERVICE (Overall)

STANDARD OF SERVICE (Stages + Overall)

(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)

STANDARD OF SERVICE (Stages)

WaS1


A + B + C + D

60% of composite evaluation (0.6 x Diii) D


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/A WaS0Stage 0 – Project initiation

N/A

N/A

N/A

Stage 6 - Close-Out

WaS5Stage 5- Construction

N/A

WaS4

WaS3

WaS2

adherence to budget N/A

Stage 1 - Inception

Stage 2 - Concept and Viability

Stage 3- Design Development

Stage 4 - Documentation and Procurement

WaS6

Aggregate

reviews and reports delivered in accordance

with the briefN/A

X

Diii = D(i) + D(ii) Diii

Sum

D(ii)(Dii) 25% Weighted aggregate of standard of service (0.25 x Aggregate score)

Sub - total

-1 0 1 2

1 2-1 0

N/A

N/A

Name of Joint Venture Partner

Contact Person

Designation


Registration Number

with the Performance Assessment by the Reporting Officer

Section E: PSP / JV Information

Name of Main PSP



compliance with brief N/A -1 0 1 2

Aggregated score

STANDARD OF SERVICE (All Stages)

9

Name of Employer's Representative Title Initials Surname

Designation

e-mail

Mobile 0 - -



I agree disagree

Signature

Name of Adjudicator Title Initials Surname

Designation

e-mail

Mobile 0 - -



Signature

Employer's Rating PSP's Rating Adjudication

Time Management

Management of Resources

Co-operative Relationships

Standard of Service

Signature


Y Y Y Y - M M - D D


On behalf of the PSP, I note the outcome of the Adjudication process

On behalf of the employer, I note the outcome of the Adjudication process

Signature; PSP's Representative

with the Reporting Officer's Assessment of the PSP Assessment Report

Section G: Adjudicator's Information (If Applicable)

Section H: Outcome of Adjudication (If Applicable)

Section F: Employer's Representative Information

I, the undersigned warrant that:

I am duly authorised to act as an adjudicator;

In my opinion, the outcome of this adjudication represents a fair outcome.

Signature; Employer's

Representative

10

Annex 2 Interim PSP Performance Report - Architect (Normal Services)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (ARCHITECT)






11

Continued over


Sub - total


coordination of interfaces N/A -1 0 1 2

Skill and commitment in management of


2

N/A -1 0 1 2

-1 0 1 2



N/A -1 0 1




critical activities


TIME MANAGEMENT

N/A -1 0 1 2

N/A


Sub - total Sum

Aggregate

MANAGEMENT OF RESOURCES


personnel assigned to the workN/A -1 0 1 2

N/A -1 0 1 2

Sum

Aggregate


N/A -1 0 1 2





B

1 2N/A

N/A -1 0 1 2

N/A

N/A -1 0 1 2

-1 0


circumstances

Aggregate

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

0 1 2


Standard

well above

the

acceptable

standard of

performance

Definition


Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Sub - total Sum



adherence to commitments




-1




C


12

Continued over

Incorporate and coordinate the other

consultants designs into building design

1 2

-1Review the design and consult with local and

statutory authorities

N/A -1

Confirm the scope and complexity N/A -1 0

STANDARD OF SERVICE (Stage 3- Design Development)

Scope of services

0 1 2

STANDARD OF SERVICE (Stage 2 - Concept and Viability)

Agree the documentation programme with

the principal consultant and the other

consultants

N/A -1 0 1 2

-1 0 1 2

Check for conformity of the concept with the

rights to the use of the landN/A -1

Sum of activity assessments (Stage 3) Sum

Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate


Scope of services

STANDARD OF SERVICE (Stage 1 - Inception)

Scope of services

Assist in developing a clear project brief N/A

0 1 2




Review anticipated cost of the project N/A -1

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Standard

well above

the

acceptable

standard of

performance

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance


Advise on rights, constraints, consents and

approvalsN/A -1 0 1 2

Assist client with project budgetary

constraintsN/A -1 0 1 2

Advise on the other consultants and services

requiredN/A -1 0 1 2

Advise client on methods of contracting N/A -1 0 1 2

Draft project programme N/A -1 0 1 2

Prepare an initial design and advise on

technical and functional characteristics of

design

N/A -1 0 1 2

0 1 2

Select general construction materials and

intended servicesN/A -1 0 1 2

Clarify and confirm the project space norms

to optimise functional and operational

efficiency in terms of scale and relationships

of areas

1 2

Develop the design, construction system,

materials and components N/A -1 0 1 2

N/A 0

N/A -1 0

Review the design, costing and programmes

with the consultantsN/A -1 0

5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1



2

1 2

1

13

WaS4 = Sum for Stage 4 (WaS4.1+WaS4.2) WaS4

1 2

Obtain offers for the execution of the works N/A

Prepare contract documentation and arrange

signing of contractN/A -1 0

Evaluate offers and recommend on award of

contractN/A

2

Aggregate

1 2

-1 0 1 2

Aggregate score (Stage 4.1) = Sum of activity assessments / number of assessed activities

-1 0

20% Weighted aggregate of Stages (0.2 x Aggregate score for Stage 4.1)

Obtain client's authority to prepare

documents to procure offers for the

execution of the works

N/A -1 0 1

2

Review costing and programme with

consultantsN/A -1 0 1 2

Prepare specifications for the works and

agree construction quality standards with

other consultants

N/A

Co-ordinate technical documentation with the

consultants and complete primary co-

ordination

N/A -1 0

1

STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)

N/A -1

0 1 2

-1 0

STANDARD OF SERVICE (Stage 5- Construction)

Aggregate

Aggregate score (Stage 4.2) = Sum of activity assessments / number of assessed activities Aggregate

Scope of services


Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities

Sum of activity assessments (Stage 4.2) Sum

Scope of services

1 2

WaS4.1

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Standard

well above

the

acceptable

standard of

performance

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance


Carry out contract administration

procedures delegated by the principal agent

in terms of the contract

N/A -1

Administer and perform the duties and

obligations assigned to the principal agentN/A -1 0 1 2

0 1 2

Issue construction documentation in

accordance with the documentation and

construction programme

N/A -1 0 1 2

Give possession of site to contractor

Check and approve subcontract shop

drawings for design intent complianceN/A -1 0 1 2

Inspect the works for conformity to contract

documentation N/A -1 0 1 2

Issue certificate of practical completion N/A -1 0 1 2

Assist in obtaining statutory certificates N/A -1 0 1 2

10% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4.2) WaS4.2


Stage 4.1 - Prepare documentation sufficient for local authority submission

Stage 4.2 - Complete construction documentation and proceed to call for tenders

Obtain client's authority and submit

documents for approval N/A -1 0 1 2

Sum of activity assessments (Stage 4.1) Sum

14

Continued over

SumSub - total

D60% of composite evaluation (0.6 x D(iii))

XA + B + C + D

Aggregated score

Aggregate = Sub - total / 3 Aggregate

(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score)


with the briefN/A -1 0 1 2

adherence to budget N/A -1 0 1 2


Scope of services

Facilitate project close-out, prepare

necessary documentation for completion,

handover and operation of project

N/A -1 0

STANDARD OF SERVICE (Stage 6 - Close-Out)



N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Standard

well above

the

acceptable

standard of

performance

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance




D(ii)

Diii = D(i) + D(ii) D(iii)




1 2

1 2

Receive comment and approve relevant

payment valuations and completion

certificates

N/A -1 0 1 2


Prepare and/or procure as-built drawings

and technical and contractual undertakings

by contractor and sub-contractors

N/A -1 0

15

Annex 3 Interim PSP Performance Report - Architect (Principal Agent))

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (ARCHITECT - PRINCIPAL AGENT)






16

Continued over


N/A -1 0 1 2

N/A -1 0 1 2

0 1 2

N/A -1 0 1 2

Sub - total


Sum

Aggregate



critical activities



N/A -1

N/A -1 0 1 2

N/A -1 0 1 2

Aggregate

N/A -1 0 1 2

Sum


Sub - total

N/A -1 0 1 2

N/A -1 0 1 2

2

N/A -1 0 1 2

N/A -1 0 1

TIME MANAGEMENT



circumstances













Sub - total



Sum

Aggregate



B


subconsultants and other suppliersN/A



Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

-1

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



0 1 2


10% of composite evaluation (0.1 x aggregate) C

17

Continued over

(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 3) WaS3


Coordinate and assemble the contract

documentation for signatureN/A -1 0 1 2

Agree the format and procedures for

monitoring and control by the quantity

surveyor of the cost of the works

N/A -1 0 1 2

Manage procurement process and

recommend contractors for approval

by the client

N/A -1 0 1 2

Advise the client in conjunction with the other

consultants on the appropriate insurancesN/A -1 0 1 2

Prepare and agree the procurement

programmeN/A -1 0 1 2


Recommend and agree procurement

strategy for contractors, subcontractors and

suppliers with the client and the other

consultants

N/A -1 0 1 2


Prepare, coordinate, agree and monitor a

detailed design and documentation

programme

N/A -1 0 1 2

Scope of services

No services N/A

N/A


Sum


Scope of services


No services

Scope of services

AggregateAggregate score (Stage 3) = Sum of activity assessments / number of assessed activities

Sum of activity assessments (Stage 4)

SumSum of activity assessments (Stage 3)

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


18


Facilitate and expedite receipt of occupation

certificatesN/A -1 0 1 2

Coordinate, monitor and issue practical

completion lists and the certificate of

practical completion

N/A -1 0 1 2

Prepare and submit progress reports N/A -1 0 1 2

Monitor preparation of financial control

reports by the other consultantsN/A -1 0 1 2

Receive, review and adjudicate any

contractual claimsN/A -1 0 1 2

Monitor, review, approve and issue


Establish procedures for monitoring scope

and cost variationsN/A -1 0 1 2

Monitor preparation of the environmental

management plan by the environmental

consultant

N/A -1 0 1 2

Monitor preparation and auditing of the

contractor’s health and safety plan and

approval thereof by the health and

safety consultant

N/A -1 0 1 2

Agree quality assurance procedures and

monitor implementation thereof by

the other consultants and the contractors

N/A -1 0 1 2

Receive, coordinate and monitor approval of

all contract documentation provided by

contractor(s)

N/A -1 0 1 2

Adjudicate entitlements that arise from

changes required to the construction

programme

N/A -1 0 1 2

Regularly monitor performance of the

contractor against the construction

programme

N/A -1 0 1 2

Review, approve and monitor the preparation

of the construction programme by the

contractor

N/A -1 0 1 2

Conduct and record regular site meetings N/A -1 0 1 2

Instruct the contractor on behalf of the client

to appoint subcontractorsN/A -1 0 1 2

Agree and monitor issue and distribution of

construction documentationN/A -1 0 1 2

-1 0 1 2

Establish construction documentation issue

processN/A -1 0 1 2




Arrange site handover to the contractor N/A

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


19

Continued over

Continued over


Prepare and present the project close-out

reportN/A

XA + B + C + D

AggregateAggregate = Sub - total / 3

D(iii) = D(i) + D(ii)

60% of composite evaluation (0.6 x D(iii))

SumSub - total




-1 0 1 2

Manage agreement of final account(s) N/A -1 0 1 2

Issue completion certificates N/A -1 0 1 2

Monitor, review and issue payment


Manage procurement of outstanding

statutory certificatesN/A -1 0 1 2

Manage preparation of as-built drawings and

documentationN/A -1 0 1 2

Manage procurement of operations and

maintenance manuals, guarantees and

warranties

N/A -1 0 1 2



Coordinate and monitor rectification of

defectsN/A -1 0 1 2

Scope of services


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


Sum of Weighted Aggregate of Stages (WaS3+WaS4+WaS5+WaS6) Wa

Aggregated score

D(iii)

D


D(ii)




(Dii) 25% Weighted aggregate of standard of service


20


e-mail

Mobile 0 - -




Signature


Section F: Notes




Contact Person

Designation


Registration Number



Name of Main PSP

21

Annex 4 Interim PSP Performance Report - Civil Engineer (Normal Services)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT - CIVIL ENGINEER






22

Continued over


A



N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT

ability to meet programmed milestones N/A -1 0 1 2


critical activitiesN/A -1 0 1 2

overall progress of the work N/A -1 0 1 2

timely submission of progress reports N/A -1 0 1 2

Sub - total Sum







assigned to the workN/A -1 0 1 2




Sub - total Sum


10% of composite evaluation (0.1 x aggregate) B






N/A -1 0 1 2




N/A -1 0 1 2


adherence to commitmentsN/A -1 0 1 2

response to instruction N/A -1 0 1 2


circumstancesN/A -1 0 1 2

Sub - total Sum



23

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Assist in developing a clear project brief N/A -1 0 1 2

Attend the project initiation meetings N/A -1 0 1 2

Advise on the procurement policy for

the projectN/A -1 0 1 2



Define the services and scope of work


Conclude the terms of the agreement with

the clientN/A -1 0 1 2

Inspect site and advise on the necessary

surveys, analyses, tests and site or other

investigations where such information will be

required for Stage2 including the availability

and location of infrastructure and services

N/A -1 0 1 2

Determine availability of data, drawings and

plans relating to the projectN/A -1 0 1 2

Advise on criteria that could influence project

lifecycle cost significantlyN/A -1 0 1 2

Provide necessary information within the

agreed scope of the project to the other

consultants

N/A -1 0 1 2




24

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



consultants

N/A -1 0 1 2

Attend design and consultants' meetings N/A -1 0 1 2

Establish concept design criteria N/A -1 0 1 2

Prepare initial concept design and related


Advise the client regarding further surveys,

analyses, tests and investigations which may

be required

N/A -1 0 1 2

Establish regulatory authorities’ requirements

and incorporate into the designN/A -1 0 1 2

Refine and assess concept design to ensure

conformance with all regulatory requirements

and consents

N/A -1 0 1 2

Establish access, utilities, services and

connections required for the designN/A -1 0 1 2

Coordinate design interfaces with the other

consultants N/A -1 0 1 2

Prepare preliminary process designs,

preliminary designs, and related

documentation for approval by authorities

and client suitable for costing

N/A -1 0 1 2

Provide cost estimates and comment on life

cycle costs as requiredN/A -1 0 1 2

Liaise, cooperate and provide necessary

information to the client, principal consultant

and other consultants

N/A -1 0 1 2




25

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Review the documentation programme with


consultants

N/A -1 0 1 2


Incorporate the client’s and authorities’

detailed requirements into the design N/A -1 0 1 2

Incorporate the other consultants’ designs

and requirements into the design N/A -1 0 1 2

Prepare design development drawings

including draft technical details and

specifications

N/A -1 0 1 2

Review and evaluate design and outline

specifications and exercise cost control N/A -1 0 1 2

Prepare detailed estimates of construction

cost N/A -1 0 1 2


information to the principal consultant and

other consultants

N/A -1 0 1 2

Submit necessary design documentation to

local authorities for approval N/A -1 0 1 2




26

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Attend design and consultants meetings N/A -1 0 1 2

Prepare specifications and preambles for the

worksN/A -1 0 1 2

Accommodate services design N/A -1 0 1 2

Check cost estimates and adjust the design

documents if necessary to remain within the

budget

N/A -1 0 1 2

Formulate the procurement strategy for

contractors or assist the principal consultant

where relevant

N/A -1 0 1 2

Prepare documentation for contractor

procurementN/A -1 0 1 2

Review design, drawings and schedules for

compliance with the approved budgetN/A -1 0 1 2

Call for tendersand/or negotiation of prices

and/or assist the principal consultant where

relevant

N/A -1 0 1 2



the other consultants

N/A -1 0 1 2

Evaluate tenders N/A -1 0 1 2

Prepare contract documentation for signiture N/A -1 0 1 2

Assist in pricing, documentation and tender

evaluation as required when detailed

services for these activities are provided by

others

N/A -1 0 1 2

Assess samples and products for

compliance and design intent N/A -1 0 1 2




27


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Attend the site handover N/A -1 0 1 2


accordance with the documentation

schedule

N/A -1 0 1 2

Carry out contract administration procedures

in terms of the contractN/A -1 0 1 2

Prepare schedules of predicted cash flow N/A -1 0 1 2

Proactively prepare estimates for proposed

variations for client decision making N/A -1 0 1 2

Attend regular site, technical and progress

meetingsN/A -1 0 1 2

Review contractor's quality control

programme, advise and agree on Quality

Assurance Plan

N/A -1 0 1 2

Inspect works for quality and conformity to

contract documentationN/A -1 0 1 2

Review outputs of quality assurance

procedures and advise contractor and client

on adequacy and need for additional

controls, inspections and testing

N/A -1 0 1 2

Adjudicate and resolve financial claims by

contractor(s) N/A -1 0 1 2

Assist in the resolution of contractual claims

by the contractorN/A -1 0 1 2

Establish and maintain a financial control

system N/A -1 0 1 2

Clarify details and descriptions during

construction as required N/A -1 0 1 2

Prepare valuations for payment certificates

to be issued by the principal agent N/A -1 0 1 2

Instruct,witness and review of all tests and

mock-ups carried out both on and off the siteN/A -1 0 1 2

Check and approve contractor drawings for

design intentN/A -1 0 1 2

Update and issue drawings register N/A -1 0 1 2

Issue contract instructions as and

when requiredN/A -1 0 1 2

Review and comment on operation and

maintenance manuals, guarantees,

certificates and warranties

N/A -1 0 1 2

Inspect the works and issue practical

completion and defects listsN/A -1 0 1 2

Arranging for the delivery of all test

certificates, statutory and other approvals, as-

built drawings and operating manuals

N/A -1 0 1 2




28

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Inspect and verify rectification of defects N/A -1 0 1 2

Receive, comment and approve relevant


certificates

N/A -1 0 1 2

Facilitate and/or procure final operations and


warranties

N/A -1 0 1 2


and documentationN/A -1 0 1 2

Conclude final account(s) N/A -1 0 1 2












Sub - total Sum


(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)


D(iii) = D(i) + D(ii) D(iii)

60% of composite evaluation (0.6 x D(iii)) D

Aggregated score

A + B + C + D X

29


e-mail

Mobile 0 - -




Signature


Section F: Notes


Name of Main PSP




Contact Person

Designation


Registration Number


30

Annex 5 Interim PSP Performance Report - Construction H&S Agent)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (CONSTRUCTION H&S AGENT)






31

Continued over


0 1 2



0 1 2

TIME MANAGEMENT

0 1 2

N/A -1 0 1 2

0 1 2

N/A -1 0 1 2




critical activities

ability to meet programmed milestones N/A -1

N/A -1



Sub - total Sum

Aggregate

2



personnel assigned to the workN/A -1 0 1

Sum


subconsultants and other suppliersN/A -1 0 2

coordination of interfaces N/A

0 1 2

Sub - total



Aggregate

N/A -1

1

-1

1 2


1 2







1 2





N/A -1 0

N/A -1 0

N/A -1 0

Aggregate


circumstances


N/A -1 0 1 2

N/A -1


Sub - total Sum

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



A

B

C

32

Continued over

Identify construction project health and safety

risk profileN/A -1 0 1 2

Advise the client on the adequacy of health

and safety competency and resources of the

other consultants

N/A -1 0 1 2



Define the consultant’s scope of work and

services N/A -1 0 1 2



consultants

N/A -1 0 1 2

Advise on the necessary surveys, analyses,

tests and site or other investigations where

such information will be required for the next

stage of project

N/A -1 0 1 2


the client N/A -1 0 1 2

1 2


Scope of services

Assist in developing a clear project brief N/A -1 0


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



33

Continued over

Monitor the implementation of the appropriate

specialists' health and safety plans, including

periodic audits

N/A -1 0 1 2

Assess and approve the appropriate

specialists health and safety plansN/A -1 0 1 2

Advise the client on the adequacy of the

health and safety competency and resources

of the appropriate specialists

N/A -1 0 1 2

Advise on preliminary cost

estimates/budgets for construction project

health and safety

N/A -1 0 1 2






N/A -1 0 1 2

Advise and agree with the other consultants

regarding the project CHS requirements and

related design risk management process

N/A -1 0 1 2

Agree the format and procedures for CHS

control N/A -1 0 1 2

Prepare the draft CHS specification N/A -1 0 1 2

Assist the clientand principal consultant in

the procurement of the necessary and

appropriate specialist(s), including a clear

definition of their roles, responsibilities and

liabilities

N/A -1 0 1 2

Prepare draft baseline risk assessment N/A -1 0 1 2

2

Review, update and agree the project CHS

complexity profile and prepare the CHS

policy for the project

N/A -1 0 1 2

N/A -1 0 1 2

Review and evaluate design concepts and

advise on CHS in conjunction with the other

consultants

N/A -1 0 1

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)





consultants

N/A -1 0 1 2

Attend design and consultants' meetings


34

Continued over

0 1 2

Monitor the implementation of necessary

construction health and safety plans,

including periodic audits for early works

N/A -1 0 1 2

2

Advise designers of their health and safety

legal liabilities and responsibilities for

constructability, maintainability and

operationability of the structure

N/A -1 0 1 2

Finalise the construction project health and

safety risk profileN/A -1 0 1

Assess and approve necessary construction

project health and safety plans for early

works

N/A -1






N/A -1 0 1 2

Assist the cost consultants with detailed

information for cost estimates/budgets N/A -1 0 1 2

Agree on a format for the CHS file for the

project N/A -1 0 1 2

Identify and implement precautions

necessary for CHS control and update CHS

specification

N/A -1 0 1 2

Monitor the integration of the CHS aspects

during the design process and finalise

baseline risk assessment

N/A -1 0 1 2

Manage, coordinate, integrate and record the

design risk management process with the

other consultant(s) in a sequence to suit the

documentation programme

N/A -1 0 1 2





consultants

N/A -1 0 1 2

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



35

Continued over

Prepare construction project health and

safety mobilisation and access plans for the

construction work

N/A -1 0 1 2

Assist the cost consultant in the finalisation

of the construction project health and safety

cost estimate/budget

N/A -1 0 1 2

2

Participate in construction project tender

clarification meetingsN/A -1 0 1 2

Assist in developing a clear construction

project health and safety procurement

process

N/A -1 0 1



Assess samples, mockups and products for

CHS compliance N/A -1 0 1 2

Assist with the preparation of contract

documentation for signature N/A -1 0 1 2

Assist with the evaluation of tenders and

verify the contractor(s) competencies,

knowledge and resources to carry out the

works safely

N/A -1 0 1 2

Prepare CHS documentation for submission

to authorities N/A -1 0 1 2

Provide and record CHS risk information to


consultants

N/A -1 0 1 2

Prepare CHS tender specification and

integrate with the procurement

documentation

N/A -1 0 1 2



Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



36

Continued over


0 1 2

Prepare and maintain the consolidated health

and safety fileN/A -1 0 1 2

Audit compliance with the CHS plan and brief

the project management team and

contractor(s) following site audits

Prepare the structure commissioning health

and safety plansN/A -1

Facilitate construction health and safety

system and plans reviews for continual

improvement

N/A -1

Monitor the compilation of the CHS file and

verify maintenance of same by the

contractor(s)

N/A -1

Prepare revised construction project health

and safety risk profile, specifications and

cost estimates/budgets where there is scope

of work changes

N/A -1 0 1 2


0 1

N/A -1 0 1 2

2

0 1 2

Monitor design risk management N/A -1 0 1 2


meetings N/A -1 0 1 2


2

Submit necessary documentation to

authorities and facilitate permits that may be

required to commence the works

N/A -1 0 1 2

Perform incident and accident investigations

where necessaryN/A -1 0 1 2

Scope of services

Monitor the implementation of the CHS

plan(s) in accordance with the CHS

specification and recommend stop orders

where necessary

N/A -1 0 1 2

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)




Assess and approve the contractor(s) CHS

plans N/A -1 0 1

Conduct safety management system audits N/A -1 0 1 2

37

Continued over

Cancel all construction project health and

safety legal appointmentsN/A -1 0 1 2



D(i)

Aggregate

D(ii)



with the brief

(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa)

SumSub - total




XA + B + C + D

N/A -1 0 1 2

Aggregated score

D60% of composite evaluation (0.6 x D(iii))

D(iii)



Prepare the CHS close out report N/A -1 0 1 2

Prepare CHS operations and maintenance

report N/A -1 0 1 2


Review, discuss and approve the CHS file

with the contractor(s) and manage the CHS

during the defects liability period

N/A -1 0 1 2

Scope of services





38


e-mail

Mobile 0 - -




Signature


Section F: Notes



Contact Person

Designation


Registration Number




Name of Main PSP

39

Annex 6 Interim PSP Performance Report - Construction Project Manager

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature



INTERIM PSP PERFORMANCE REPORT (PROJECT MANAGER)




40

Continued over


Sum

N/A

N/A -1 0 1 2

Aggregate

N/A -1 0 1

N/A -1 0 1 2

N/A -1 0 1 2

-1 0 1 2

Sum

Aggregate

Sub - total

Average = Sub - total / 5








2





circumstancesN/A -1 10

N/A

-1

2

Sum

N/A -1 0 1 2

-1 1

2

2

2

1

1

1


Aggregate

N/A

TIME MANAGEMENT




critical activities



Sub - total





N/A -1



personnel assigned to the work0 1 2

0

N/A -1

N/A -1 0

0

0

N/A

Evaluation Criteria


Poor

(-1)

Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance



coordination of interfaces 2


Sub - total


C

41

Continued over


Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Aggregate



N/A 10 2-1Facilitate client approval of all Stage 1

documentation

2

N/A

N/A

N/A

N/A -1 0

0

0 1

Establish client's procurement policy for

project0

Manage the integration of the preliminary

design to form the basis for the initial viability

assessment of the project

Establish in conjunction with client, other

consultants and all relevant authorities, site

characteristics, rights and constraints for

proper design of intended project

-1

0 1

Assist the client in procurement of necessary

and appropriate consultants including clear

definition of their roles and responsibilities

-1

-1

2

1 2N/A

N/A

2


0Facilitate development of clear project brief -1

Poor

(-1)N/A

Evaluation Criteria

Scope of services

1

2

1-1

Prepare, coordinate and monitor a project

initiation programme1 2

Facilitate the preparation of the Preliminary

Viability Assessment of the projectN/A -1 0 1 2

42

Continued over



Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance


Prepare and co-ordinate an indicative project

documentation and construction programme

programme

Manage and integrate the concept and

feasibility documentation for presentation to

the client for approval

-1N/A

Facilitate client approval of all Stage 2

documentation

Agree format and procedures for cost

control and reporting by the other

consultants

N/A

1 2N/A

0

-1

0 1 2

-1

0 1

Advise the client on the requirement to

appoint a health and safety consultant

2

N/A

Scope of services

N/A 21

Assist the client in procurement of the

other consultants2

1

-1 0

0 2


N/A

-1

Communicate the project brief to the other

consultants and monitor the development of

the concept and feasibility within the agreed

brief

-1

Co-ordinate and integrate the income stream

requirements of the client into the concept

design and feasibility

N/A -1

Poor

(-1)N/A

Evaluation Criteria

0 1 2

-1Manage and monitor the preparation of the

project costing by other consultantsN/A

0 1

0

1 2

43

Continued over

Monitor the cost control by the cost

consultants to verify progressive design

compliance with approved budget


Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Facilitate and monitor timeous technical

coordination of design by design team

-1

N/A

N/A

0 1

1


documentation


Establish and co-ordinate the formal and

informal communication structure,

processes and procedures for the design

development of the project

Prepare, coordinate, agree and monitor the

design and documentation programme

Conduct and record the appropriate planning,

co-ordination and management meetings

Facilitate input required by health and

safety consultant

0

0

0

1

1

2

2

1Facilitate design reviews for compliance

and cost control-1


1

0

0

2

2

-1 1

1

2

2

-1 0

0

Establish responsibilities and monitor the

information flow between the design team,

including the cost consultants.

N/A

N/A

-1 0

N/A

N/A

-1

-1

Manage and monitor the timeous submission

by the design team of all plans and

documentation to obtain the necessary

statutory approvals

N/A

Scope of services

-1

-1


Assist the client in the procurement of the

necessary other consultants including the

clear definition of their roles and

responsibilities

N/A -1 0

Poor

(-1)N/A

Evaluation Criteria

1 2

Manage, co-ordinate and integrate the design

by the consultants in a sequence to suit the

project design, documentation programme

and quality requirements.

N/A -1 0 1 2

2

2

Facilitate any input from the design

consultants required by Construction

Manager on constructability.

N/A -1 0 1 2

N/A

N/A

1 2

Monitor the preparation by the cost

consultants of cost estimates, budgets, and

cost reports

N/A -1 0 1 2

44

Continued over


Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Select, recommend and agree procurement



consultants


programme

Facilitate and monitor the preparation by the

Health and Safety Consultant of the Health

and Safety Specification for the project

2

2

2

1

1

1

20 1


consultants on the appropriate insurances

required for the implementation of the project

Monitor the reconciliation by the cost

consultants of the tender prices with the

project budget


monitoring of cost control by the cost

consultants of the cost of the works

2

2

2

0

0N/A

N/A

1

1

1

0

-1

-1

-1

-1

-1

-1

0

0


Facilitate client approval of the tender

recommendation(s).N/A -1 0 1

0


-1

N/A

N/A

N/A

N/A


Scope of services

Coordinate and monitor preparation of

procurement documentation by other

consultants in accordance with the project

procurement programme

N/A

Poor

(-1)N/A

Evaluation Criteria


recommend contractors for approval by the

client

N/A -1 0 1 2

2

Sum

45

Continued over

-1 0 1 2



consultant

N/A -1 0 1 2

Monitor the auditing of the contractor's health

and safety plan by the health and safety

consultant

N/A

2

2

1

1

Facilitate site handover to the contractor

Agree and monitor the Construction

Documentation Schedule for timeous

delivery of required information to the

contractors

0

0

Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

-1

N/A

N/A

-1

Poor

(-1)N/A

Evaluation Criteria

Appoint contractor(s) on behalf of the client

including the finalization of all agreements.N/A -1 0 1 2


Scope of services



Receive, coordinate, review and obtain

approval of all contract documentation

provided by contractor, subcontractors and

suppliers for compliance

N/A -1 0 1 2

Monitor the ongoing projects insurance

requirementsN/A -1 0 1 2

Establish and co-ordinate the formal and

informal communication structure and

procedures for the construction process

N/A -1 0 1 2


Monitor, review and approve the preparation


contractor

N/A -1 0 1 2


contractor against the contract programme N/A -1 0 1 2

Review and adjudicate circumstances and

entitlements that arise from changes

required to the contract programme

N/A -1 0 1 2



approval thereof by the health and safety

consultant

N/A -1 0 1 2

Monitor the compliance by the contractors of

the requirements of the health and safety

consultant

N/A -1 0 1 2

Monitor the production of the health and

safety file by the health and safety consultant

and contractors

N/A -1 0 1 2

Establish the construction information

distribution proceduresN/A -1 0 1 2

46

Continued over

Aggregate

Monitor the execution by the contractors of

the defect items to achieve Works

Completion.

WaS5

Facilitate and co-ordinate adequate access

with the occupant for the rectification of

defects by the contractors

N/A

40% Weighted aggregate of Stages (0.4 x Aggregate score for Stage 5)

-1

-1

-1N/A

Monitor preparation of monthly cost control

reports by cost consultants

Monitor long lead items and off-site

production by the contractors and suppliers

Prepare and submit monthly progress

reports including submission to client

Manage, co-ordinate and monitor all

necessary testing and commissioning by

consultants and contractors


completion lists and completion certificate(s)

Co-ordinate and monitor the preparation and

issue of the Works Completion List by the

consultants to the contractors.

N/A

21

1

1

Manage the review and approval of all

necessary shop details and product propriety

information by the design consultants

Establish procedures for monitoring,

controlling and agreeing all scope and cost

variations


monitor implementation thereof by the other

consultants and the contractors

Monitor, review, approve and certify monthly

progress payments


contractual claims

N/A

2

2

2

2

2

2

2

2

2

2

2

0

1

1

1

1

1 2

21

1

0

1

1

1

10

0

Expedite, review and monitor the timeous

issue of construction information to the

contractors

0

0

0

N/A

0

Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

0

0

0

-1

-1

N/A

-1

-1

0

0

0

N/A

N/A

-1

N/A

N/A

-1

-1

-1

-1

N/A

-1

-1

N/A

N/A

N/A

SumSum of activity assessments (Stage 5)

Poor

(-1)N/A

Evaluation Criteria


47

Continued over



N/A 0


2


0

N/A

Diii = D(i) + D(ii)

(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa)

Sub - total

D(iii)

1

N/A

-1

N/A

Aggregate

adherence to budget

D(ii)(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score)

0

0


N/A -1

D

Aggregated score

Co-ordinate and monitor rectification of

defects during defects liability period


Scope of services

0

1

2


Sum

X

Aggregate score = Sub - total / 3

A + B + C + D

Issue completion certificates N/A -1

Definition

Grading

Excellent(2)Good

(1)Adequate (0)

Well below

the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Poor

(-1)N/A

Evaluation Criteria

-1

-1

1

1

2


1compliance with brief

1

2

2

2

0

D(i)

1

2


-1

0reviews and reports delivered in accordance

with the briefN/A

-1

-1

Co-ordinate, monitor and issue the Final

Completion Defects list and Certificate of

Final Completion.


report

Manage, co-ordinate and expedite the

preparation and agreement of final

account(s) with contractors

N/A

0 1 2

2


design documentationN/A -1 0 1 2

2



Manage the finalization of the health and

safety file for submission to the clientN/A -1 0 1



warranties

N/A -1 0 1

48


e-mail

Mobile 0 - -




Signature


Section F: Notes

Contact Person

Designation

Registration Number







Name of Main PSP

49

Annex 7 Interim PSP Performance Report - EE (Normal Services)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT - ELECTRICAL ENGINEER






50

Continued over


A

Sub - total Sum











N/A -1 0 1 2






N/A -1 0 1 2

Sub - total Sum










Sub - total Sum








TIME MANAGEMENT


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


51

Continued over






consultants

N/A -1 0 1 2










N/A -1 0 1 2











Scope of services


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

52

Continued over







N/A -1 0 1 2







N/A -1 0 1 2







and consents

N/A -1 0 1 2





be required

N/A -1 0 1 2






Scope of services



consultants

N/A -1 0 1 2

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

53

Continued over








other consultants

N/A -1 0 1 2


cost N/A -1 0 1 2





specifications

N/A -1 0 1 2







Scope of services



consultants

N/A -1 0 1 2

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

54

Continued over









others

N/A -1 0 1 2






N/A -1 0 1 2



relevant

N/A -1 0 1 2







where relevant

N/A -1 0 1 2



budget

N/A -1 0 1 2



worksN/A -1 0 1 2


Scope of services


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

55







N/A -1 0 1 2






N/A -1 0 1 2













system N/A -1 0 1 2









N/A -1 0 1 2





Assurance Plan

N/A -1 0 1 2










schedule

N/A -1 0 1 2


Scope of services


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

56

Continued over


Scope of services




certificates

N/A -1 0 1 2



warranties

N/A -1 0 1 2















Sub - total Sum






Aggregated score

A + B + C + D X

57


e-mail

Mobile 0 - -




Signature



Name of Main PSP




Contact Person

Designation


Registration Number


Section F: Notes

58

Annex 8 Interim PSP Performance Report - Landscape Architect

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (LANDSCAPE ARCHITECT)






59

Continued over


2

C10% of composite evaluation (0.1 x aggregate)

Sum

Aggregate

2

N/A -1 0 1

A



subconsultants and other suppliersN/A 1 2



Sub - total

0 1 2

N/A -1 0 1 2

-1



N/A -1 0 1 2


critical activities


TIME MANAGEMENT

N/A -1 0 1 2

N/A


Sub - total Sum

Aggregate

0 1 2appropriateness of skills and experience of



N/A



coordination of interfaces N/A -1 0 1

-1 0

-1

N/A -1 0 1 2

2

-1 0 1 2

N/A -1 0 1 2general cooperation and responsiveness,










N/A -1 0 1 2

N/A

Aggregate (C) = Sub - total / 5

Sub - total Sum

Aggregate


circumstances

response to instruction N/A -1 0 1

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


Evaluation Criteria

60

Continued over





consultants

N/A -1 0 1 2

Advise on appropriate financial design criteria N/A -1 0 1 2

Advise on the necessary surveys, analyses,

tests and/or other investigations where such

information will be required

N/A -1 0 1 2


plans relating to the project N/A -1 0 1 2

Define the consultant’s scope of work and

servicesN/A -1 0 1 2

Advise on the other consultants and services

required N/A -1 0 1 2


approvals N/A -1 0 1 2

Advise on the procurement policy for the

projectN/A -1 0 1 2

0 1 2



Scope of services

Assist in developing a clear project brief N/A -1

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Evaluation Criteria


61

Continued over

2


Obtain project specific requirements from

the local and/or other authorities in order to

ensure conformity with requirements

N/A -1 0 1



information to the client, principal consultant,

principal agent and other consultants

N/A -1 0 1 2


costs N/A -1 0 1 2


specifications and exercise cost controlN/A -1 0 1 2


including draft technical details and outline

specifications

N/A -1 0 1 2

Incorporate and coordinate the other

consultants’ designs into the landscape

design

N/A -1 0 1 2

Incorporate the client’s detailed requirements

into the landscape design N/A -1 0 1 2





consultants

N/A -1 0 1 2

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Evaluation Criteria


62

Continued over






documentation for signature N/A -1 0 1 2

Assist with evaluation of tenders N/A -1 0 1 2


information to the principal consultant,

principal agent and the other consultants

N/A -1 0 1 2

Assist the principal consultant with calling for

tenders and/or negotiation of prices N/A -1 0 1 2


procurement N/A -1 0 1 2

Review working drawings for compliance

with the approved budget N/A -1 0 1 2

Assist the principal consultant in formulation

of procurement strategy for contractors N/A -1 0 1 2

Check cost estimate and adjust documents

if necessary to remain with budget N/A -1 0 1 2

Coordinate services and prepare necessary

services coordination drawings N/A -1 0 1 2

Prepare specifications for the works and

agree preambles N/A -1 0 1 2



Assist with local and/or other authority

submission(s) N/A -1 0 1 2

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Evaluation Criteria


63

Continued over



Assist in obtaining statutory approvals where

requiredN/A -1 1 2

Inspect the works and issue completion and

defects lists N/A -1 0 1 2

0

Review and comment on operations and



N/A -1 0 1 2

Issue contract instructions as and when

required N/A -1 0 1 2

Update and issue the drawings register N/A -1 0 1 2

Check and approve subcontract drawings for

design intent N/A -1 0 1 2

Witness and review all tests and mock-ups

carried out both on and off site N/A -1 0 1 2

Approve valuations for payment N/A -1 0 1 2

Prepare valuations for payment certificates N/A -1 0 1 2


implementation as required N/A -1 0 1 2

Establish and maintain cost control system N/A -1 0 1 2

Assist in the resolution of contractual clams

by the contractor N/A -1 0 1 2



Inspect the works for conformity to contract

documentation N/A -1 0 1 2


meetings N/A -1 0 1 2

Prepare pro-active estimates for proposed




delegated by the principal agent in terms of

the contract

N/A -1 0 1 2

0 1 2

Issue landscape documentation in


programme

N/A -1 0 1 2

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Evaluation Criteria

-1



Attend the site handover N/A

64

Continued over









and documentation N/A -1 0

XA + B + C + D

Aggregated score


SumSub - total





1 2

Prepare and/or procure operations and


warranties

N/A -1 0 1 2

Advise on soft landscape maintenance N/A -1 0 1 2

Approve relevant payment valuations and

completion certificates N/A -1 0 1 2

Prepare valuation for payment N/A -1 0 1 2



Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Grading

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)




Evaluation Criteria


65

over


e-mail

Mobile 0 - -




Signature


Section F: Notes



Name of Main PSP

Contact Person

Designation


Registration Number




66

Annex 9 Interim PSP Performance Report – ME (Normal Services)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT - MECHANICAL ENGINEER






67

Continued over


A



N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum



68

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services
















N/A -1 0 1 2







consultants

N/A -1 0 1 2




69

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



consultants

N/A -1 0 1 2







be required

N/A -1 0 1 2





and consents

N/A -1 0 1 2









N/A -1 0 1 2






N/A -1 0 1 2




70

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



consultants

N/A -1 0 1 2








specifications

N/A -1 0 1 2




cost N/A -1 0 1 2



other consultants

N/A -1 0 1 2






71

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



worksN/A -1 0 1 2




budget

N/A -1 0 1 2



where relevant

N/A -1 0 1 2







relevant

N/A -1 0 1 2




N/A -1 0 1 2






others

N/A -1 0 1 2






72


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services




schedule

N/A -1 0 1 2










Assurance Plan

N/A -1 0 1 2







N/A -1 0 1 2






system N/A -1 0 1 2















N/A -1 0 1 2






N/A -1 0 1 2




73

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services




certificates

N/A -1 0 1 2



warranties

N/A -1 0 1 2















Sub - total Sum






Aggregated score

A + B + C + D X

74


e-mail

Mobile 0 - -




Signature


Section F: Notes


Name of Main PSP




Contact Person

Designation


Registration Number


75

Annex 10 Interim PSP Performance Report - QS (Normal Services)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature



INTERIM PSP PERFORMANCE REPORT (QUANTITY SURVEYOR)




76

Continued over


TIME MANAGEMENT

N/A -1 0 1

0

-1 0 1 2

Sub - total


Sum

Aggregate




Sub - total



2


Sum

Aggregate

2

N/A

1-1N/A


critical activitiesN/A

N/A -1 0 1 2









N/A -1

-1 0 1

2

2

0 1 2

1 2


personnel assigned to the workN/A -1 0 1

0 1

N/A -1 0

2

1 2

N/A



-1 0 1 2

N/A -1

coordination of interfaces N/A -1 0

Excellent(2)

Definition

Sum

1 2

1

Standard

well above

the

acceptable

standard of

performance


Sub - total

Aggregate


circumstances


N/A -1 0

2

Grading

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)

C


subconsultants and other suppliers


Evaluation Criteria




-1 0N/A


77

Continued over







N/A -1


1 2

Audit space allocation against the initial brief N/A -1 0 1 2

0

Prepare preliminary and elemental or

equivalent estimates of construction

cost

N/A -1 0 1 2

Receive relevant data and cost estimates

from the other consultantsN/A -1 0 1 2

Review and evaluate design concepts and

advise on viability in conjunction with the

other consultants

N/A -1 0 1 2

2




consultants


Scope of services



consultants

N/A -1 0 1 2

Advise on appropriate financial design criteria N/A -1 0 1 2

Advise on economic factors affecting the

projectN/A -1 0 1 2



Define the quantity surveyor's scope of work

and servicesN/A -1 0 1 2

Advise on other consultants and

services requiredN/A -1 0 1 2

2

Assist in developing a clear project brief N/A -1



N/A -1 0 1

Scope of services

Attend the project initiation meetings N/A -1 0 1

Excellent(2)

Definition


0 1 2

Standard

well above

the

acceptable

standard of

performance

Grading

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)

Evaluation Criteria

2.5% Weighted aggregate of Stages (0.025 x Aggregate score for Stage 1) WaS1


Assisting the client in preparing a financial

viability report

78

Continued over







N/A -1 1 20




Assist with financial evaluation of tenders N/A -1 0 1 2

Assist the principal consultant with calling of

tenders and/or negotiation of pricesN/A -1 0 1 2

Prepare documentation for both principal and

subcontract procurementN/A -1 0 1 2

Review working drawings for compliance

with the approved budget of construction

cost and/or financial viability

N/A -1 0 1 2

Assist the principal consultant in the

formulation of the procurement strategy for

contractors, subcontractors and suppliers

N/A -1 0 1 2



Scope of services

Comment on space and accommodation

allowances and prepare an area scheduleN/A -1 0 1 2

Assist the client in reviewing the financial

viability report N/A -1 0 1 2


costN/A -1 0 1 2

Receive relevant data and cost estimates

from the other consultants N/A -1 0 1 2


specifications and exercise cost control in

conjunction with the other consultants

N/A -1 0 1 2





consultants

N/A -1 0 1 2

Scope of services

Excellent(2)

Definition

Standard

well above

the

acceptable

standard of

performance

Grading

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)

Evaluation Criteria

7.5% Weighted aggregate of Stages (0.075 x Aggregate score for Stage 3) WaS3


79

Continued over




Conclude final account(s) N/A -1 0


Prepare final account(s) for the works on a

progressive basisN/A -1

XA + B + C + D

Aggregated score


adherence to budget N/A


D(ii)


SumSub - total



-1 0 1 2


1 2


Prepare valuation for payment certificates to

be issued by the principal agentN/A -1 0 1 2

Scope of services

1 2


to be issued by the principal agentN/A -1 0 1 2

0


systemN/A -1 0 1 2


by the contractor(s)N/A -1 0 1 2


the contractor(s)N/A -1 0 1 2



Prepare pro-active estimates for proposed

variations for client decision makingN/A -1 0 1 2

0 1 2

Scope of services


Excellent(2)

Definition

Standard

well above

the

acceptable

standard of

performance

Grading

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)

Evaluation Criteria

D(iii)










Attend the site handover N/A -1

80


e-mail

Mobile 0 - -




Signature


Section F: Notes




Contact Person

Designation


Registration Number



Name of Main PSP

81

Annex 11 Interim PSP Performance Report – QS (Principal Consultant)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (PRINCIPAL CONSULTANT - QUANTITY SURVEYOR)






82

Continued over




N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum

Average = Sub - total / 5 Aggregate


83


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

Co-ordinate concept and viability

documentation for presentation to the client

for approval

N/A -1 0 1 2


Scope of services

Facilitate in developing a clear project brief N/A -1 0 1 2

Establish procurement policy for the project N/A -1 0 1 2

Assist client in procurement of necessary

and approprate consultants, definition of their

roles and responsibilities

N/A -1 0 1 2

Establish with client, other consultants and

relevant authorities site characteristics,

rights and constraints for proper design of

project

N/A -1 0 1 2

Define the principal consultant’s and other

professional consultants' scope of work and

services

N/A -1 0 1 2

Conclude the terms of the client/principal

consultant and other professional

consultants' professional service

agreements with the client

N/A -1 0 1 2

Facilitate a schedule of required consents

and approvalsN/A -1 0 1 2

Prepare, co-ordinate and monitor project

initiation programmeN/A -1 0 1 2






Scope of services

25% Weighted aggregate of Stages (0.25 x aggregate score for Stage 1) WaS1

Assist client in procurement of other

consultantsN/A -1 0 1 2

Advice client on appointment of health and

safety consultantN/A -1 0 1 2

Communicate project brief to other

consultants and monitor development of

concept and viability

N/A -1 0 1 2

Agree format and procedures for cost control

and reporting by other consultantsN/A -1 0 1 2

Prepare a documentation programme and

indicative construction programmeN/A -1 0 1 2

Facilitate approval of concept and viability by

the client N/A -1 0 1 2

Facilitate for approval of concept and viability

by statutory bodiesN/A -1 0 1 2




84


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Agree and implement communication

processes and procedures for design

development of project

N/A -1 0 1 2

Assist client in procurement of necessary

other professional consultants with clear

definition of their roles and responsibilities

N/A -1 0 1 2

Conduct and record consultants' and

management meetingsN/A -1 0 1 2

Facilitate input required by health and safety

consultantN/A -1 0 1 2

Facilitate design reviews for compliance and

cost controlN/A -1 0 1 2

Facilitate timeous technical co-ordination N/A -1 0 1 2






Scope of services


Co-ordinate and monitor of procurement

documentation by consultants in

accordance with project procurement

programme

N/A -1 0 1 2




Scope of services



Scope of services

No services N/A



No services N/A







Sub - total Sum






Aggregated score

A + B + C + D X

85


e-mail

Mobile 0 - -




Signature


Section F: Notes


Name of Main PSP




Contact Person

Designation


Registration Number


86

Annex 12 Interim PSP Performance Report – QS (Principal Agent)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (PRINCIPAL AGENT - QUANTITY SURVEYING)






87

Continued over




N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum



88

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

No services N/A


Scope of services

No services N/A


Scope of services

Prepare, coordinate, agree and monitor a


programme

N/A -1 0 1 2




Scope of services

7.5% Weighted aggregate of Stages (0.075 x aggregate score for Stage 3) WaS3




consultants

N/A -1 0 1 2


programmeN/A -1 0 1 2


consultants on the appropriate insurancesN/A -1 0 1 2


recommend contractors for approval

by the client

N/A -1 0 1 2


monitoring and control by the quantity

surveyor of the cost of the works

N/A -1 0 1 2

Coordinate and assemble the contract





89

Monitor preparation of final account(s) N/A -1 0 1 2


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Arrange site handover to the contractor N/A -1 0 1 2


processN/A -1 0 1 2


construction documentationN/A -1 0 1 2




Review, approve and monitor the preparation


contractor

N/A -1 0 1 2


contractor against the construction

programme

N/A -1 0 1 2

Adjudicate entitlements that arise from

changes required to the construction

programme

N/A -1 0 1 2

Receive, coordinate and monitor approval of


contractor(s)

N/A -1 0 1 2


monitor implementation thereof by

the other consultants and the contractors

N/A -1 0 1 2



approval thereof by the health and

safety consultant

N/A -1 0 1 2



consultant

N/A -1 0 1 2



Monitor, review, approve and issue





reports by the other consultantsN/A -1 0 1 2



completion lists and the certificate of

practical completion

N/A -1 0 1 2

Facilitate and expedite receipt of occupation





90

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

Coordinate and monitor rectification of

defectsN/A -1 0 1 2



warranties

N/A -1 0 1 2







Issue completion certificates N/A -1 0 1 2

Manage agreement of final account(s) N/A -1 0 1 2


reportN/A -1 0 1 2












Sub - total Sum






Aggregated score

A + B + C + D X

91


e-mail

Mobile 0 - -




Signature


Section F: Notes


Name of Main PSP




Contact Person

Designation


Registration Number


92

Annex 13 Interim PSP Performance Report – QS (Project Monitor)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (PROJECT MONITOR - QUANTITY SURVEYOR)






93

Continued over




N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum

Average = Sub - total / 5 Aggregate


94

Continued over




N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services

2

Attending technical and progress meetings

as may be deemed necessary

0 1 2

N/A -1 0

-1 0 1 2

0 1 2

Commenting on estimates of project cost

and financial viability reports prepared by

others and providing such other cost advice

as may reasonably be required

N/A -1

Commenting on estimates of project cost

and financial viability reports prepared by

others and providing such other cost advice

as may reasonably be required

N/A -1


as may be deemed necessary


Commenting on fee proposals submitted by

the professional consultantsN/A

0 1 2


any further professional consultantsN/A -1 0 1 2

Commenting on the Stage 3 deliverables

provided by the professional consultantsN/A -1 0 1 2

Sum



Scope of services

N/A -1 0 21

Sum


Receiving commission/instruction from client

to establish his requirements and advising on

various courses of action and procedures to

suit particular requirements of project

N/A -1 0 1

1 2


professional consultantsN/A -1 0 1 2


Scope of services


as may be deemed necessaryN/A

0 1 2

-1


0 1 2




provided by the professional consultants


Commenting on Stage 1 deliverables

provided by professional consultants



N/A -1

N/A -1

95

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

0 1 2

Commenting on contract documentation,

including priced bills of quantities where

applicable, prior to signing of the contract

N/A -1 0 1 2

2



Commenting on tender reports and

recommendationsN/A -1


Scope of services

Commenting on procurement procedures

and documentation prior to calling for tenders

or negotiating

N/A -1 0 1


as may be deemed necessaryN/A -1 0 1 2

Commenting on the financial and contractual

aspects of claims between the client and the

contractor, excluding services related to

mediation, arbitration and litigation

N/A -1 0 1 2



Commenting on tender reports and

recommendations for subcontractsN/A -1 0 1 2

Commenting on financial control reports and

cash flow schedulesN/A -1 0 1 2

Advising the client on payment certificates

prior to issuingN/A -1 0 1 2

Attending management/financial meetings N/A -1 0 1 2




Scope of services


Attending site, technical and progress

meetings as may be deemed necessaryN/A -1 0 1 2




Scope of services


Advising the client on the acceptability of the

final accountN/A -1 0 1 2

Advising the client on the final payment

certificate prior to issuingN/A -1 0 1 2






96


e-mail

Mobile 0 - -




Signature


Section F: Notes




Aggregated score

A + B + C + D


Name of Main PSP




Contact Person

Designation


Registration Number


97

Annex 14 Interim PSP Performance Report – SE (Engineering Projects)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (STRUCTURAL ENGINEER - ENGINEERING PROJECTS)






98

Continued over


A

1 2

1 2

1 2

TIME MANAGEMENT

1 2

ability to meet programmed milestones N/A -1 0

N/A -1 0

N/A -1 0

Sub - total




critical activities

N/A -1 0

Sum

Aggregate


N/A -1 0 1 2



Sub - total Sum

Aggregate






2


1 2

N/A -1 0 1 2

1 2

N/A -1 0 1 2










N/A -1 0

N/A -1 0


Sub - total Sum

Aggregate


circumstances


N/A -1 0 1

0 1 2


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



subconsultants and other suppliersN/A -1




99

Continued over







consultants

N/A -1 0 1 2








N/A -1 0 1 2





2



N/A -1 0 1 2


the projectN/A -1 0 1



Scope of services

Attend the project initiation meetings

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


WaS15% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1)

100

Continued over





0






1 2





N/A -1 0 1 2

N/A -1







and consents

N/A -1 0 1 2



be required

N/A -1 0 1 2




2

Scope of services


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)






consultants

N/A -1 0 1

101

Continued over


cost N/A -1 0 1 2






local authorities for approval N/A -1 1 2



other consultants

N/A -1 0 1 2

0



specifications

N/A -1 0 1 2









consultants

N/A -1 0 1 2

Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



102

Continued over

Sum

1

0 1 2







N/A -1 0 1 2





budget

N/A -1 0 1 2



worksN/A -1 0 1 2



Scope of services

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)





relevant

N/A -1 0 1 2

2


0




others

N/A -1


compliance and design intent N/A -1



where relevant

N/A -1 0 1 2



103






N/A -1 0 1 2






N/A -1 0 1 2




2

2





1 2

N/A -1 0 1 2

-1 0 1

0

2



N/A -1

-1


in terms of the contractN/A -1 0 1



schedule

N/A -1 1 2

0 1 2


variations for client decision making

N/A -1 0 1 2






contract documentationN/A -1 0

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


2



Attend the site handover N/A

Prepare schedules of predicted cash flow N/A -1 0 1

Scope of services

N/A -1 0



Assurance Plan

1 2

0 1

2

1 2

10

2


by the contractor


contractor(s) N/A


system N/A -1 0


to be issued by the principal agent N/A -1


mock-ups carried out both on and off the siteN/A -1 0 1

104

Continued over



Conclude final account(s) N/A -1 0

Aggregate

X



Sum


A + B + C + D

Aggregated score



0 1 2


1 2



warranties

N/A -1 0 1 2


and documentationN/A



certificates

N/A -1 0 1 2



Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


D




Sub - total


compliance with brief N/A -1




-1 0 1 2

Scope of services

105


e-mail

Mobile 0 - -




Signature


Section F: Notes



Contact Person

Designation


Registration Number


Name of Main PSP



106

Annex 15 Interim PSP Performance Report – SE (Building Projects)

Continued over


Employer Name


Contract Title

Y N

Y N

Y N

Y N

Y N

Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT (STRUCTURAL ENGINEER - BUILDING PROJECTS)




Concept and viability

Inception

Design Development

Documentation and procurement

Construction

Close-out



107

Continued over


A



N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum



108

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services
















N/A -1 0 1 2







consultants

N/A -1 0 1 2




109

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



consultants

N/A -1 0 1 2







be required

N/A -1 0 1 2





and consents

N/A -1 0 1 2





Prepare preliminary designs and related


and the client and suitable for costing

N/A -1 0 1 2






N/A -1 0 1 2




110

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services



consultants

N/A -1 0 1 2








specifications

N/A -1 0 1 2




cost N/A -1 0 1 2




N/A -1 0 1 2






111

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/A -1 0 1 2Assist the principal consultant with calling of

tenders and/or negotiation of prices


Scope of services



worksN/A -1 0 1 2

Accommodate designs by other consultants N/A -1 0 1 2

Check cost estimate and adjust the design


budget

N/A -1 0 1 2

Review design, working drawings for





N/A -1 0 1 2

Assist with evaluation of tenders N/A -1 0 1 2

Assist with preparation of the contract










others

N/A -1 0 1 2

112


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services




programme

N/A -1 0 1 2

Carry out contract administration

procedures delegated by the principal agent

in terms of the contract

N/A -1 0 1 2








system N/A -1 0 1 2

Witness and review of all tests and mock-

ups carried out both on and off the siteN/A -1 0 1 2

Check and approve contractor shop

drawings for design intentN/A -1 0 1 2







N/A -1 0 1 2



Assist in obtaining statutory certificates N/A -1 0 1 2




Prepare schedules of estimated cash flow N/A -1 0 1 2





Assurance Plan

N/A -1 0 1 2





N/A -1 0 1 2

N/A -1 0 1 2Adjudicate and resolve financial claims by

contractor(s)





113

Continued over


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance


Scope of services




certificates

N/A -1 0 1 2



warranties

N/A -1 0 1 2













Sub - total Sum






Aggregated score

A + B + C + D X



114


e-mail

Mobile 0 - -




Signature


Section F: Notes

Contact Person

Designation


Name of Main PSP



Registration Number




115

Annex 16 Interim PSP Performance Report - CE, EE, ME and SE (Principal

Consultant)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT ( PRINCIPAL CONSULTANT - ENGINEERING MANAGEMENT

SERVICES)






116

Continued over


Sub - total Sum

Average (C) = Sub - total / 5 Aggregate










N/A -1 0 1 2






N/A -1 0 1 2

Sub - total Sum











Sub - total Sum







TIME MANAGEMENT


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



117

Continued over

Prepare, co-ordinate, agree and monitor a


programme

-1 0 1 2



Prepare and agree procurement programme

Advise client in conjunction with other

consultants on appropriate insurances


recommended contractors for approval by

client

Agree format and procedures for monitoring

and control by quantity surveyor for cost of

the works

Co-ordinate and assemble contract

documentation for signature

0

N/A -1 0

N/A

1 2




Scope of services


strategy for contractors, subcontractors,

suppliers with client and other consultants

1

1 2

N/A -1 0 1 2

-1 0 1 2

2


Scope of services

N/A -1 0 1 2

N/A -1

N/A


Scope of services

No service N/A


Scope of services

No service N/A



N/A -1 0

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


118

Continued over

Aggregate



Co-ordinate, monitor and issue practical

completion lists and certificate of practical

completion

N/A -1 0 1 2



reports by other consultantsN/A -1 0 1 2



Monitor, review and approve cerificates N/A -1 0 1 2



Monitor preparation of environmental

management plan by environmental

consultant

N/A -1 0 1 2

Monitor preparation and auditing of

contractor's health and safety plan and

approval by health and safety consultant

N/A -1 0 1 2


monitor implementation thereof by other


N/A -1 0 1 2

Receive, co-ordinate and monitor approval of


contractors(s)

N/A -1 0 1 2

Adjudicate entitlements arising from changes

required by construction programmeN/A -1 0 1 2

Regularly monitor performance of contractor

against construction programme N/A -1 0 1 2

Review, approve and monitor preparation of

construction programme by contractorN/A -1 0 1 2


Scope of services

Arrange site hand over to contractor


process


construction documentation

Instruct contractor on behalf of client to

appoint subcontractorsN/A -1 0 1 2

N/A -1 0 1 2

N/A -1 0 1 2

N/A -1 0 1 2



Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


119

Continued over

A + B + C + D X




Aggregated score

Sub - total Sum













0

N/A

1 2


1 2

Issue completion certificates

Manage agreement of final accounts

Prepare and manage project close-out report N/A -1 0

N/A -1


N/A -1 0



warranties


documentation


statutory certificates


certificates1

-1 0 1 2

N/A

1 2

2

-1 0

N/A -1 0 1 2

-1 0 1 2

N/A

N/A -1 0 1 2

Scope of services

Co-ordinate and monitor rectification of

defects

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


120


e-mail

Mobile 0 - -




Signature


Section F: Notes


Registration Number




Contact Person

Designation


Name of Main PSP


121

Annex 17 Interim PSP Performance Report - CE, EE, ME and SE (Principal

Agent)

Continued over


Employer Name


Contract Title

Inception Y N




Construction Y N

Close-out Y N


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT ( PRINCIPAL AGENT - ENGINEERING SERVICES)






122

Continued over


Sub - total Sum

Average (C) = Sub - total / 5 Aggregate










N/A -1 0 1 2






N/A -1 0 1 2

Sub - total Sum











Sub - total Sum







TIME MANAGEMENT


Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)



123

Continued over

Prepare, co-ordinate, agree and monitor a


programme

-1 0 1 2



Prepare and agree procurement programme

Advise client in conjunction with other

consultants on appropriate insurances


recommended contractors for approval by

client

Agree format and procedures for monitoring

and control by quantity surveyor for cost of

the works

Co-ordinate and assemble contract

documentation for signature

0

N/A -1 0

N/A

1 2




Scope of services


strategy for contractors, subcontractors,

suppliers with client and other consultants

1

1 2

N/A -1 0 1 2

-1 0 1 2

2


Scope of services

N/A -1 0 1 2

N/A -1

N/A


Scope of services

No service N/A


Scope of services

No service N/A



N/A -1 0

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


124

Continued over

Aggregate



Co-ordinate, monitor and issue practical

completion lists and certificate of practical

completion

N/A -1 0 1 2



reports by other consultantsN/A -1 0 1 2



Monitor, review and approve cerificates N/A -1 0 1 2



Monitor preparation of environmental

management plan by environmental

consultant

N/A -1 0 1 2

Monitor preparation and auditing of

contractor's health and safety plan and

approval by health and safety consultant

N/A -1 0 1 2


monitor implementation thereof by other


N/A -1 0 1 2

Receive, co-ordinate and monitor approval of


contractors(s)

N/A -1 0 1 2

Adjudicate entitlements arising from changes

required by construction programmeN/A -1 0 1 2

Regularly monitor performance of contractor

against construction programme N/A -1 0 1 2

Review, approve and monitor preparation of

construction programme by contractorN/A -1 0 1 2


Scope of services

Arrange site hand over to contractor


process


construction documentation

Instruct contractor on behalf of client to

appoint subcontractorsN/A -1 0 1 2

N/A -1 0 1 2

N/A -1 0 1 2

N/A -1 0 1 2



Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)


125


e-mail

Mobile 0 - -




Signature


Section F: Notes


Registration Number




Contact Person

Designation


Name of Main PSP


126

Annex 18 Interim PSP Performance Report – AR, CE, EE, ME, SE, CP, LA and QS

(Planning, Studies, Investigations, and Assessments)

Continued over


Employer Name


Contract Title


Organisation Name


Designation


Registration Number

e-mail

Mobile 0 - -



Signature

INTERIM PSP PERFORMANCE REPORT - PLANNING, STUDIES, INVESTIGATIONS & ASSESSMENTS




127

Continued over




N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

TIME MANAGEMENT






Sub - total Sum











Sub - total Sum








N/A -1 0 1 2




N/A -1 0 1 2






Sub - total Sum



128


N/APoor

(-1)Adequate (0)

Good

(1)Excellent(2)

Definition

Well below

the

acceptable

standard of

performance

Meets the

acceptable

standard of

performance

Standard

often

exceeds the

acceptable

standard of

performance

Standard

well above

the

acceptable

standard of

performance

STANDARD OF SERVICE (Stage 0 – Project initiation)

Scope of services

Consultation with the client or client's

authorized representativeN/A -1 0 1 2

Inspection of the site of the project N/A -1 0 1 2

Developing a scope of work where required N/A -1 0 1 2

Preliminary investigation, route location,

planning and a level of design appropriate to

allow decisions on feasibilitry and the

selection of the most desirable project option

N/A -1 0 1 2

Assessments of existing built environment

elements with a view to informing the project

options, the scope of work and how to

refurbish and/or integrate new works with

existing works

N/A -1 0 1 2

Consultation with authorities having rights or

powers of sanction as well as consultation

with the public and stakeholder groups

N/A -1 0 1 2

Advice to the client as to regulatory and

statutory requirements, including

environmental management and the need for


investigations, as well as approvals, where

such are required for the completion of the

report, and arranging for these to be carried

out at the client's expense

N/A -1 0 1 2

Searching for, obtaining, investigating and

collating available data, drawings and plans

relating to the works

N/A -1 0 1 2

Investigating financial and economic

implications relating to the proposals or

feasibility studies

N/A -1 0 1 2



100 % Weighted aggregate of Stages (0.100 x aggregate score for Stage 0) WaS0


Aggregated score Stage 0 (WaS0) Wa1

(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa1) D(i)






Sub - total Sum

Aggregate= Sub - total / 3 Aggregate





Aggregated score

A + B + C + D X

129


e-mail

Mobile 0 - -




Signature


Section F: Notes


Name of Main Consultant




Contact Person

Designation


Registration Number
