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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
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
, Annex 12 shall apply;
xii) Quantity Surveyor (QS) - Project Monitor12
, Annex 13 shall apply;
xiii) Structural Engineer (SE), (Engineering Projects) - normal services13
, Annex 14 shall apply;
xiv) Structural Engineer (SE), (Building Projects) - normal services14
, Annex 15 shall apply;
xv) CE, EE, ME and SE - Principal Consultant (Engineering Management Services)15
, Annex 16 shall
apply;
xvi) CE, EE, ME and SE - Principal Agent16
, Annex 17 shall apply;
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
Persons Registered in terms of the Engineering Profession Act, 2000. Board Notice 46 of 2013. Government
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
Persons Registered in terms of the Engineering Profession Act, 2000. Board Notice 46 of 2013. Government
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
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
Aggregate = Sub - total / 5
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
Aggregate = Sub - total / 4
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
Mobile 0 - -
Office Telephone 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
Aggregate = Sub - total / 3
A + B + C + D
60% of composite evaluation (0.6 x Diii) D
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
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
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
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
Mobile 0 - -
Office Telephone 0 - -
Date Y Y Y Y - M M - D D
I agree disagree
Signature
Name of Adjudicator Title Initials Surname
Designation
Mobile 0 - -
Office Telephone 0 - -
Date Y Y Y Y - M M - D D
Signature
Employer's Rating PSP's Rating Adjudication
Time Management
Management of Resources
Co-operative Relationships
Standard of Service
Signature
Date Y Y Y Y - M M - D D
Y Y Y Y - M M - D D
Date 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
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (ARCHITECT)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
11
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
Sub - total
Aggregate = Sub - total / 4
coordination of interfaces N/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
2
N/A -1 0 1 2
-1 0 1 2
timely submission of progress reports
overall progress of the work
N/A -1 0 1
adequacy of the number of personnel
assigned to the work
timely allocation of appropriate resources to
critical activities
ability to meet programmed milestones
TIME MANAGEMENT
N/A -1 0 1 2
N/A
Aggregate = Sub - total / 4
Sub - total Sum
Aggregate
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
N/A -1 0 1 2
Sum
Aggregate
CO-OPERATIVE RELATIONSHIPS
N/A -1 0 1 2
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
B
1 2N/A
N/A -1 0 1 2
N/A
N/A -1 0 1 2
-1 0
response to problems and changing
circumstances
Aggregate
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
0 1 2
Section D: PSP Performance Information
Standard
well above
the
acceptable
standard of
performance
Definition
10% of composite evaluation (0.1 x aggregate)
Well below
the
acceptable
standard of
performance
Meets the
acceptable
standard of
performance
Standard
often
exceeds the
acceptable
standard of
performance
Sub - total Sum
response to instruction
general cooperation and responsiveness,
adherence to commitments
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
-1
Evaluation Criteria Grading
20% of composite evaluation (0.2 x aggregate) A
10% of composite evaluation (0.1 x aggregate)
C
Aggregate = Sub - total / 5
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
Aggregate score (Stage 2) = 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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 2) Sum
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
Evaluation Criteria Grading
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
15% Weighted aggregate of Stages (0.15 x Aggregate score for Stage 2) WaS2
20% Weighted aggregate of Stages (0.2 x Aggregate score for Stage 3) WaS3
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
Sum of activity assessments (Stage 5) Sum
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
Evaluation Criteria Grading
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
27% Weighted aggregate of Stages (0.27 x Aggregate score for Stage 5) WaS5
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)
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
adherence to budget N/A -1 0 1 2
compliance with brief 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)
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
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
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
Evaluation Criteria Grading
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
D(ii)
Diii = D(i) + D(ii) D(iii)
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Overall)
STANDARD OF SERVICE (Stages + Overall)
1 2
1 2
Receive comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
3% Weighted aggregate of Stages (0.03 x Aggregate score for Stage 6) WaS6
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
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (ARCHITECT - PRINCIPAL AGENT)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
16
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
N/A -1 0 1 2
N/A -1 0 1 2
0 1 2
N/A -1 0 1 2
Sub - total
Aggregate = Sub - total / 2
Sum
Aggregate
ability to meet programmed milestones
timely allocation of appropriate resources to
critical activities
overall progress of the work
timely submission of progress reports
N/A -1
N/A -1 0 1 2
N/A -1 0 1 2
Aggregate
N/A -1 0 1 2
Sum
Aggregate = Sub - total / 5
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
CO-OPERATIVE RELATIONSHIPS
response to problems and changing
circumstances
response to instruction
general cooperation and responsiveness,
adherence to commitments
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
MANAGEMENT OF RESOURCES
Aggregate = Sub - total / 4
Sub - total
appropriateness of skills and experience of
personnel assigned to the work
Sum
Aggregate
adequacy of the number of personnel
assigned to the work
B
Skill and commitment in management of
subconsultants and other suppliersN/A
20% of composite evaluation (0.2 x aggregate) A
10% of composite evaluation (0.1 x aggregate)
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)
Section D: PSP Performance Information
Evaluation Criteria Grading
0 1 2
coordination of interfaces N/A -1 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
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 4) WaS4
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
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Recommend and agree procurement
strategy for contractors, subcontractors and
suppliers with the client and the other
consultants
N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Scope of services
STANDARD OF SERVICE (Stage 1 - Inception)
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)
Evaluation Criteria Grading
18
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 5) WaS5
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
certificatesN/A -1 0 1 2
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
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 5- Construction)
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)
Evaluation Criteria Grading
19
Continued over
Continued over
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 6) WaS6
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
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
adherence to budget N/A -1 0 1 2
-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
certificatesN/A -1 0 1 2
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
Sum of activity assessments (Stage 6) Sum
STANDARD OF SERVICE (Stage 6 - Close-Out)
Coordinate and monitor rectification of
defectsN/A -1 0 1 2
Scope of services
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
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)
Evaluation Criteria Grading
Sum of Weighted Aggregate of Stages (WaS3+WaS4+WaS5+WaS6) Wa
Aggregated score
D(iii)
D
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
D(ii)
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Overall)
STANDARD OF SERVICE (Stages + Overall)
(Dii) 25% Weighted aggregate of standard of service
compliance with brief N/A -1 0 1 2
20
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Section E: PSP / JV Information
Name of Main PSP
21
Annex 4 Interim PSP Performance Report - Civil Engineer (Normal Services)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT - CIVIL ENGINEER
Section A: Employer Information
Section B: Contract Data
Please indicate the project stage
for which assessment is made
Section C: Reporting Officer's Information
22
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
A
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate)
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
23
Continued over
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
STANDARD OF SERVICE (Stage 1 - Inception)
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
Advise on rights, constraints, consents and
approvalsN/A -1 0 1 2
Define the services and scope of work
requiredN/A -1 0 1 2
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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1
24
Continued over
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
Agree the documentation programme with
the principal consultant and the other
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
documentationN/A -1 0 1 2
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
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 2) WaS2
25
Continued over
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
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
Review the documentation programme with
the principal consultant and the other
consultants
N/A -1 0 1 2
Attend design and consultants' meetings 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
Liaise, cooperate and provide necessary
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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
25% Weighted aggregate of Stages (0.3 x Aggregate score for Stage 3) WaS3
26
Continued over
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
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
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
Liaise, cooperate and provide necessary
information to the principal consultant and
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
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
15% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4) WaS4
27
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
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Attend the site handover N/A -1 0 1 2
Issue construction documentation in
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
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 5) WaS5
28
Continued over
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
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
Inspect and verify rectification of defects N/A -1 0 1 2
Receive, comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
Facilitate and/or procure final operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Prepare and/or procure as-built drawings
and documentationN/A -1 0 1 2
Conclude final account(s) N/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
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
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
30
Annex 5 Interim PSP Performance Report - Construction H&S Agent)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (CONSTRUCTION H&S AGENT)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
31
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
0 1 2
10% of composite evaluation (0.1 x aggregate)
10% of composite evaluation (0.1 x aggregate)
0 1 2
TIME MANAGEMENT
0 1 2
N/A -1 0 1 2
0 1 2
N/A -1 0 1 2
timely submission of progress reports
overall progress of the work
timely allocation of appropriate resources to
critical activities
ability to meet programmed milestones N/A -1
N/A -1
MANAGEMENT OF RESOURCES
Aggregate = Sub - total / 4
Sub - total Sum
Aggregate
2
20% of composite evaluation (0.2 x aggregate)
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1
Sum
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 2
coordination of interfaces N/A
0 1 2
Sub - total
adequacy of the number of personnel
assigned to the work
Aggregate
N/A -1
1
-1
1 2
Aggregate = Sub - total / 4
1 2
general cooperation and responsiveness,
adherence to commitments
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
CO-OPERATIVE RELATIONSHIPS
1 2
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0
N/A -1 0
N/A -1 0
Aggregate
response to problems and changing
circumstances
response to instruction
N/A -1 0 1 2
N/A -1
Aggregate = Sub - total / 5
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)
Section D: PSP Performance Information
Evaluation Criteria Grading
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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Define the consultant’s scope of work and
services N/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
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
Conclude the terms of the agreement with
the client N/A -1 0 1 2
1 2
Attend the project initiation meetings N/A -1 0 1 2
Scope of services
Assist in developing a clear project brief N/A -1 0
STANDARD OF SERVICE (Stage 1 - Inception)
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)
Evaluation Criteria Grading
10% Weighted aggregate of Stages (0.10 x Aggregate score for Stage 1) WaS1
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
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
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)
Evaluation Criteria Grading
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
Attend design and consultants' meetings
10% Weighted aggregate of Stages (0.10 x Aggregate score for Stage 2) WaS2
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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
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
Attend design and consultants meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
Review the documentation programme with
the principal consultant and the other
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)
Evaluation Criteria Grading
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 3) WaS3
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
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 4) Sum
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
the principal consultant and the other
consultants
N/A -1 0 1 2
Prepare CHS tender specification and
integrate with the procurement
documentation
N/A -1 0 1 2
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Attend design and consultants meetings 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)
Evaluation Criteria Grading
10% Weighted aggregate of Stages (0.10 x Aggregate score for Stage 4) WaS4
36
Continued over
Sum of activity assessments (Stage 5) Sum
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
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
0 1
N/A -1 0 1 2
2
0 1 2
Monitor design risk management N/A -1 0 1 2
Attend regular site, technical and progress
meetings N/A -1 0 1 2
Attend the site handover 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)
Evaluation Criteria Grading
40% Weighted aggregate of Stages (0.40 x Aggregate score for Stage 5) WaS5
STANDARD OF SERVICE (Stage 5- Construction)
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(iii) = D(i) + D(ii)
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score)
D(i)
Aggregate
D(ii)
Aggregate = Sub - total / 3
reviews and reports delivered in accordance
with the brief
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa)
SumSub - total
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
XA + B + C + D
N/A -1 0 1 2
Aggregated score
D60% of composite evaluation (0.6 x D(iii))
D(iii)
adherence to budget N/A -1 0 1 2
compliance with brief N/A -1 0 1 2
Prepare the CHS close out report N/A -1 0 1 2
Prepare CHS operations and maintenance
report N/A -1 0 1 2
STANDARD OF SERVICE (Stage 6 - Close-Out)
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
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Stages + Overall)
STANDARD OF SERVICE (Overall)
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
38
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Section E: PSP / JV Information
Name of Main PSP
39
Annex 6 Interim PSP Performance Report - Construction Project Manager
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
Please indicate the project stage
for which assessment is made
INTERIM PSP PERFORMANCE REPORT (PROJECT MANAGER)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
40
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
2
general cooperation and responsiveness,
adherence to commitments
response to instruction
response to problems and changing
circumstancesN/A -1 10
N/A
-1
2
Sum
N/A -1 0 1 2
-1 1
2
2
2
1
1
1
10% of composite evaluation (0.1 x aggregate) B
Aggregate
N/A
TIME MANAGEMENT
MANAGEMENT OF RESOURCES
ability to meet programmed milestones
timely allocation of appropriate resources to
critical activities
overall progress of the work
timely submission of progress reports
Sub - total
Aggregate = Sub - total / 4
20% of composite evaluation (0.2 x aggregate) A
adequacy of the number of personnel
assigned to the work
N/A -1
CO-OPERATIVE RELATIONSHIPS
appropriateness of skills and experience of
personnel assigned to the work0 1 2
0
N/A -1
N/A -1 0
0
0
N/A
Evaluation Criteria
Section D: PSP Performance Information
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
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces 2
10% of composite evaluation (0.1 x aggregate)
Sub - total
Aggregate = Sub - total / 4
C
41
Continued over
10% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 1) WaS1
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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities
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
STANDARD OF SERVICE (Stage 1 - Inception)
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
10% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 2) WaS2
Sum of activity assessments (Stage 2) Sum
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 score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
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
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 3) WaS3
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
Facilitate client approval of all Stage 3
documentation
Sum of activity assessments (Stage 3) Sum
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
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
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
STANDARD OF SERVICE (Stage 3- Design Development)
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
10% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4) WaS4
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
strategy for contractors, subcontractors and
suppliers with the client and the other
consultants
Prepare and agree the procurement
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
Advise the client in conjunction with the other
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
Agree the format and procedures for
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
Sum of activity assessments (Stage 4)
Facilitate client approval of the tender
recommendation(s).N/A -1 0 1
0
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
-1
N/A
N/A
N/A
N/A
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
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
Manage procurement process and
recommend contractors for approval by the
client
N/A -1 0 1 2
2
Sum
45
Continued over
-1 0 1 2
Monitor preparation of the environmental
management plan by the environmental
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
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Instruct the contractor on behalf of the client
to appoint subcontractorsN/A -1 0 1 2
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
Conduct and record regular site meetings N/A -1 0 1 2
Monitor, review and approve the preparation
of the construction programme by the
contractor
N/A -1 0 1 2
Regularly monitor performance of the
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
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
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
Coordinate, monitor and issue practical
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
Agree quality assurance procedures and
monitor implementation thereof by the other
consultants and the contractors
Monitor, review, approve and certify monthly
progress payments
Receive, review and adjudicate any
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
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities
47
Continued over
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
N/A 0
STANDARD OF SERVICE (Stage 6 - Close-Out)
2
STANDARD OF SERVICE (Stages + Overall)
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
Sum of activity assessments (Stage 6) Sum
N/A -1
D
Aggregated score
Co-ordinate and monitor rectification of
defects during defects liability period
STANDARD OF SERVICE (Stages)
Scope of services
0
1
2
60% of composite evaluation (0.6 x D(iii))
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
STANDARD OF SERVICE (Overall)
1compliance with brief
1
2
2
2
0
D(i)
1
2
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
-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.
Prepare and present the project close-out
report
Manage, co-ordinate and expedite the
preparation and agreement of final
account(s) with contractors
N/A
0 1 2
2
Manage preparation of as-built drawings and
design documentationN/A -1 0 1 2
2
Manage procurement of outstanding
statutory certificatesN/A -1 0 1 2
Manage the finalization of the health and
safety file for submission to the clientN/A -1 0 1
Manage procurement of operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1
48
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Contact Person
Designation
Registration Number
Professional Registration Body
Name of Joint Venture Partner
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Name of Joint Venture Partner
Section E: PSP / JV Information
Name of Main PSP
49
Annex 7 Interim PSP Performance Report - EE (Normal Services)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT - ELECTRICAL ENGINEER
Section A: Employer Information
Section B: Contract Data
Please indicate the project stage
for which assessment is made
Section C: Reporting Officer's Information
50
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
A
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
response to problems and changing
circumstancesN/A -1 0 1 2
response to instruction N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
coordination of interfaces N/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate)
MANAGEMENT OF RESOURCES
timely submission of progress reports N/A -1 0 1 2
overall progress of the work N/A -1 0 1 2
timely allocation of appropriate resources to
critical activitiesN/A -1 0 1 2
TIME MANAGEMENT
ability to meet programmed milestones 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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
Section D: PSP Performance Information
51
Continued over
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1
Provide necessary information within the
agreed scope of the project to the other
consultants
N/A -1 0 1 2
Advise on criteria that could influence project
lifecycle cost significantlyN/A -1 0 1 2
Determine availability of data, drawings and
plans relating to the projectN/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
Conclude the terms of the agreement with
the clientN/A -1 0 1 2
Define the services and scope of work
requiredN/A -1 0 1 2
Advise on rights, constraints, consents and
approvalsN/A -1 0 1 2
Advise on the procurement policy for
the projectN/A -1 0 1 2
Attend the project initiation meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 1 - Inception)
Scope of services
Assist in developing a clear project brief 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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
52
Continued over
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
15% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 2) WaS2
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
N/A -1 0 1 2
Provide cost estimates and comment on life
cycle costs as requiredN/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
Coordinate design interfaces with the other
consultants N/A -1 0 1 2
Establish access, utilities, services and
connections required for 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 regulatory authorities’ requirements
and incorporate into the designN/A -1 0 1 2
Advise the client regarding further surveys,
analyses, tests and investigations which may
be required
N/A -1 0 1 2
Prepare initial concept design and related
documentationN/A -1 0 1 2
Establish concept design criteria N/A -1 0 1 2
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
Agree the documentation programme with
the principal consultant and the other
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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
53
Continued over
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
20% Weighted aggregate of Stages (0.3 x Aggregate score for Stage 3) WaS3
Submit necessary design documentation to
local authorities for approval N/A -1 0 1 2
Liaise, cooperate and provide necessary
information to the principal consultant and
other consultants
N/A -1 0 1 2
Prepare detailed estimates of construction
cost N/A -1 0 1 2
Review and evaluate design and outline
specifications and exercise cost control N/A -1 0 1 2
Prepare design development drawings
including draft technical details and
specifications
N/A -1 0 1 2
Incorporate the other consultants’ designs
and requirements into the design N/A -1 0 1 2
Incorporate the client’s and authorities’
detailed requirements into the design N/A -1 0 1 2
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
Review the documentation programme with
the principal consultant and the other
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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
54
Continued over
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
20% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4) WaS4
Assess samples and products for
compliance and design intent 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
Prepare contract documentation for signiture N/A -1 0 1 2
Evaluate tenders N/A -1 0 1 2
Liaise, cooperate and provide necessary
information to the principal consultant and
the other consultants
N/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
Review design, drawings and schedules for
compliance with the approved budgetN/A -1 0 1 2
Prepare documentation for contractor
procurementN/A -1 0 1 2
Formulate the procurement strategy for
contractors or assist the principal consultant
where relevant
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
Accommodate services design N/A -1 0 1 2
Prepare specifications and preambles for the
worksN/A -1 0 1 2
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
Attend design and consultants meetings 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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
55
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
35% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 5) WaS5
Arranging for the delivery of all test
certificates, statutory and other approvals, as-
built drawings and operating manuals
N/A -1 0 1 2
Inspect the works and issue practical
completion and defects listsN/A -1 0 1 2
Review and comment on operation and
maintenance manuals, guarantees,
certificates and warranties
N/A -1 0 1 2
Issue contract instructions as and
when requiredN/A -1 0 1 2
Update and issue drawings register N/A -1 0 1 2
Check and approve contractor drawings for
design intentN/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
Prepare valuations for payment certificates
to be issued by the principal agent N/A -1 0 1 2
Clarify details and descriptions during
construction as required N/A -1 0 1 2
Establish and maintain a financial control
system N/A -1 0 1 2
Assist in the resolution of contractual claims
by the contractorN/A -1 0 1 2
Adjudicate and resolve financial claims by
contractor(s) N/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
Inspect works for quality and conformity to
contract documentationN/A -1 0 1 2
Review contractor's quality control
programme, advise and agree on Quality
Assurance Plan
N/A -1 0 1 2
Attend regular site, technical and progress
meetingsN/A -1 0 1 2
Proactively prepare estimates for proposed
variations for client decision making N/A -1 0 1 2
Prepare schedules of predicted cash flow N/A -1 0 1 2
Carry out contract administration procedures
in terms of the contractN/A -1 0 1 2
Issue construction documentation in
accordance with the documentation
schedule
N/A -1 0 1 2
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Attend the site handover 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
Evaluation Criteria Grading
N/APoor
(-1)Adequate (0)
Good
(1)Excellent(2)
56
Continued over
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
Inspect and verify rectification of defects N/A -1 0 1 2
Receive, comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
Facilitate and/or procure final operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Prepare and/or procure as-built drawings
and documentationN/A -1 0 1 2
Conclude final account(s) N/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
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
57
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Section F: Notes
58
Annex 8 Interim PSP Performance Report - Landscape Architect
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (LANDSCAPE ARCHITECT)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
59
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
2
C10% of composite evaluation (0.1 x aggregate)
Sum
Aggregate
2
N/A -1 0 1
A
20% of composite evaluation (0.1 x aggregate) B
Skill and commitment in management of
subconsultants and other suppliersN/A 1 2
MANAGEMENT OF RESOURCES
Aggregate = Sub - total / 4
Sub - total
0 1 2
N/A -1 0 1 2
-1
timely submission of progress reports
overall progress of the work
N/A -1 0 1 2
timely allocation of appropriate resources to
critical activities
ability to meet programmed milestones
TIME MANAGEMENT
N/A -1 0 1 2
N/A
Aggregate = Sub - total / 4
Sub - total Sum
Aggregate
0 1 2appropriateness of skills and experience of
personnel assigned to the work
20% of composite evaluation (0.2 x aggregate)
N/A
adequacy of the number of personnel
assigned to the work
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,
adherence to commitments
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
CO-OPERATIVE RELATIONSHIPS
N/A -1 0 1 2
N/A
Aggregate (C) = Sub - total / 5
Sub - total Sum
Aggregate
response to problems and changing
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)
Section D: PSP Performance Information
Evaluation Criteria
60
Continued over
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Provide necessary information within the
agreed scope of the project to the other
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
Determine availability of data, drawings and
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
Advise on rights, constraints, consents and
approvals N/A -1 0 1 2
Advise on the procurement policy for the
projectN/A -1 0 1 2
0 1 2
Attend the project initiation meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 1 - Inception)
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
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1
61
Continued over
2
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
Obtain project specific requirements from
the local and/or other authorities in order to
ensure conformity with requirements
N/A -1 0 1
Sum of activity assessments (Stage 3) Sum
Liaise, cooperate and provide necessary
information to the client, principal consultant,
principal agent and other consultants
N/A -1 0 1 2
Prepare detailed estimates of construction
costs N/A -1 0 1 2
Review and evaluate design and outline
specifications and exercise cost controlN/A -1 0 1 2
Prepare design development drawings
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
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
Review the documentation programme with
the principal consultant and the other
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
15% Weighted aggregate of Stages (0.15 x Aggregate score for Stage 3) WaS3
62
Continued over
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Assess samples and products for
compliance and design intent N/A -1 0 1 2
Assist with the preparation of contract
documentation for signature N/A -1 0 1 2
Assist with evaluation of tenders N/A -1 0 1 2
Liaise, cooperate and provide necessary
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
Prepare documentation for contractor
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
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
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
30% Weighted aggregate of Stages (0.30 x Aggregate score for Stage 4) WaS4
63
Continued over
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 5) Sum
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
maintenance manuals, guarantees,
certificates and warranties
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
Clarify details and descriptions during
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
Adjudicate and resolve financial claims by
contractor(s) N/A -1 0 1 2
Inspect the works for conformity to contract
documentation N/A -1 0 1 2
Attend regular site, technical and progress
meetings N/A -1 0 1 2
Prepare pro-active estimates for proposed
variations for client decision making N/A -1 0 1 2
Prepare schedules of predicted cash flow 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
0 1 2
Issue landscape documentation in
accordance with the documentation
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
32% Weighted aggregate of Stages (0.32 x Aggregate score for Stage 5) WaS5
STANDARD OF SERVICE (Stage 5- Construction)
Attend the site handover N/A
64
Continued over
Diii = D(i) + D(ii) D(iii)
60% of composite evaluation (0.6 x D(iii)) D
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
Prepare and/or procure as-built drawings
and documentation N/A -1 0
XA + B + C + D
Aggregated score
AggregateAggregate = Sub - total / 3
SumSub - total
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
adherence to budget N/A -1 0 1 2
compliance with brief N/A -1 0 1 2
1 2
Prepare and/or procure operations and
maintenance manuals, guarantees 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
STANDARD OF SERVICE (Stage 6 - Close-Out)
Inspect and verify rectification of defects 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)
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Overall)
STANDARD OF SERVICE (Stages + Overall)
Evaluation Criteria
3% Weighted aggregate of Stages (0.03 x Aggregate score for Stage 6) WaS6
65
over
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
with the Performance Assessment by the Reporting Officer
Section E: PSP / JV Information
Name of Main PSP
Contact Person
Designation
Professional Registration Body
Registration Number
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
66
Annex 9 Interim PSP Performance Report – ME (Normal Services)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT - MECHANICAL ENGINEER
Section A: Employer Information
Section B: Contract Data
Please indicate the project stage
for which assessment is made
Section C: Reporting Officer's Information
67
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
A
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate)
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
68
Continued over
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
STANDARD OF SERVICE (Stage 1 - Inception)
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
Advise on rights, constraints, consents and
approvalsN/A -1 0 1 2
Define the services and scope of work
requiredN/A -1 0 1 2
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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1
69
Continued over
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
Agree the documentation programme with
the principal consultant and the other
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
documentationN/A -1 0 1 2
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
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
15% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 2) WaS2
70
Continued over
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
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
Review the documentation programme with
the principal consultant and the other
consultants
N/A -1 0 1 2
Attend design and consultants' meetings 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
Liaise, cooperate and provide necessary
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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
20% Weighted aggregate of Stages (0.3 x Aggregate score for Stage 3) WaS3
71
Continued over
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
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
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
Liaise, cooperate and provide necessary
information to the principal consultant and
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
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
20% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4) WaS4
72
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
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Attend the site handover N/A -1 0 1 2
Issue construction documentation in
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
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
35% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 5) WaS5
73
Continued over
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
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
Inspect and verify rectification of defects N/A -1 0 1 2
Receive, comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
Facilitate and/or procure final operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Prepare and/or procure as-built drawings
and documentationN/A -1 0 1 2
Conclude final account(s) N/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
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
74
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
75
Annex 10 Interim PSP Performance Report - QS (Normal Services)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
Please indicate the project stage
for which assessment is made
INTERIM PSP PERFORMANCE REPORT (QUANTITY SURVEYOR)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
76
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
TIME MANAGEMENT
N/A -1 0 1
0
-1 0 1 2
Sub - total
Aggregate = Sub - total / 4
Sum
Aggregate
timely submission of progress reports
overall progress of the work
Aggregate = Sub - total / 4
Sub - total
adequacy of the number of personnel
assigned to the work
2
ability to meet programmed milestones
Sum
Aggregate
2
N/A
1-1N/A
timely allocation of appropriate resources to
critical activitiesN/A
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
CO-OPERATIVE RELATIONSHIPS
N/A -1
-1 0 1
2
2
0 1 2
1 2
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1
0 1
N/A -1 0
2
1 2
N/A
general cooperation and responsiveness,
adherence to commitments
-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
Aggregate = Sub - total / 5
Sub - total
Aggregate
response to problems and changing
circumstances
response to instruction
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
Skill and commitment in management of
subconsultants and other suppliers
Section D: PSP Performance Information
Evaluation Criteria
20% of composite evaluation (0.2 x aggregate) A
10% of composite evaluation (0.1 x aggregate) B
10% of composite evaluation (0.1 x aggregate)
-1 0N/A
MANAGEMENT OF RESOURCES
77
Continued over
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 2) Sum
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
N/A -1
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Agree the documentation programme with
the principal consultant and the other
consultants
Attend design and consultants' meetings N/A -1 0 1 2
Scope of services
Provide necessary information within the
agreed scope of the project to the other
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
Conclude the terms of the agreement with
the clientN/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
Advise on the procurement policy for
the projectN/A -1 0 1 2
N/A -1 0 1
Scope of services
Attend the project initiation meetings N/A -1 0 1
Excellent(2)
Definition
STANDARD OF SERVICE (Stage 1 - Inception)
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
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 2) WaS2
Assisting the client in preparing a financial
viability report
78
Continued over
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
N/A -1 1 20
Sum of activity assessments (Stage 3) Sum
Assist with the preparation of contract
documentation for signatureN/A -1 0 1 2
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
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Attend design and consultants' meetings 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
Prepare detailed estimates of construction
costN/A -1 0 1 2
Receive relevant data and cost estimates
from the other consultants N/A -1 0 1 2
Review and evaluate design and outline
specifications and exercise cost control in
conjunction with the other consultants
N/A -1 0 1 2
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
Review the documentation programme with
the principal consultant and the other
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
35% Weighted aggregate of Stages (0.35 x Aggregate score for Stage 4) WaS4
79
Continued over
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
Conclude final account(s) N/A -1 0
Sum of activity assessments (Stage 5) Sum
Prepare final account(s) for the works on a
progressive basisN/A -1
XA + B + C + D
Aggregated score
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score)
adherence to budget N/A
AggregateAggregate = Sub - total / 3
D(ii)
D(iii) = D(i) + D(ii)
SumSub - total
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
-1 0 1 2
compliance with brief N/A -1 0 1 2
1 2
STANDARD OF SERVICE (Stage 6 - Close-Out)
Prepare valuation for payment certificates to
be issued by the principal agentN/A -1 0 1 2
Scope of services
1 2
Prepare valuations for payment certificates
to be issued by the principal agentN/A -1 0 1 2
0
Establish and maintain a financial control
systemN/A -1 0 1 2
Assist in the resolution of contractual claims
by the contractor(s)N/A -1 0 1 2
Adjudicate and resolve financial claims by
the contractor(s)N/A -1 0 1 2
Attend regular site, technical and progress
meetingsN/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
Prepare schedules of predicted cash flow N/A -1 0 1 2
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)
60% of composite evaluation (0.6 x D(iii)) D
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Overall)
STANDARD OF SERVICE (Stages + Overall)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
45% Weighted aggregate of Stages (0.45 x Aggregate score for Stage 5) WaS5
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
STANDARD OF SERVICE (Stage 5- Construction)
Attend the site handover N/A -1
80
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Name of Joint Venture Partner
Name of Joint Venture Partner
with the Performance Assessment by the Reporting Officer
Contact Person
Designation
Professional Registration Body
Registration Number
Name of Joint Venture Partner
Section E: PSP / JV Information
Name of Main PSP
81
Annex 11 Interim PSP Performance Report – QS (Principal Consultant)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (PRINCIPAL CONSULTANT - QUANTITY SURVEYOR)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
82
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Average = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
83
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
Co-ordinate concept and viability
documentation for presentation to the client
for approval
N/A -1 0 1 2
STANDARD OF SERVICE (Stage 1 - Inception)
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
Facilitate client approval of all Stage 1
documentationN/A -1 0 1 2
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
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
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
25% Weighted aggregate of Stages (0.25 x aggregate score for Stage 2) WaS2
84
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
STANDARD OF SERVICE (Stage 3- Design Development)
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
Facilitate client approval of all Stage 3
documentationN/A -1 0 1 2
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
25% Weighted aggregate of Stages (0.25 x aggregate score for Stage 3) WaS3
Co-ordinate and monitor of procurement
documentation by consultants in
accordance with project procurement
programme
N/A -1 0 1 2
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
25% Weighted aggregate of Stages (0.25 x aggregate score for Stage 4) WaS4
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
No services N/A
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4) Wa
No services N/A
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
D(iii) = D(i) + D(ii) D(iii)
60% of composite evaluation (0.6 x Diii) D
Aggregated score
A + B + C + D X
85
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
86
Annex 12 Interim PSP Performance Report – QS (Principal Agent)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (PRINCIPAL AGENT - QUANTITY SURVEYING)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
87
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
88
Continued over
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
STANDARD OF SERVICE (Stage 1 - Inception)
Scope of services
No services N/A
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
No services N/A
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
Prepare, coordinate, agree and monitor a
detailed design and documentation
programme
N/A -1 0 1 2
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
7.5% Weighted aggregate of Stages (0.075 x aggregate score for Stage 3) WaS3
Recommend and agree procurement
strategy for contractors, subcontractors and
suppliers with the client and the other
consultants
N/A -1 0 1 2
Prepare and agree the procurement
programmeN/A -1 0 1 2
Advise the client in conjunction with the other
consultants on the appropriate insurancesN/A -1 0 1 2
Manage procurement process and
recommend contractors for approval
by the client
N/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
Coordinate and assemble the contract
documentation for signatureN/A -1 0 1 2
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
7.5% Weighted aggregate of Stages (0.075 x aggregate score for Stage 4) WaS4
89
Monitor preparation of final account(s) N/A -1 0 1 2
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
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Arrange site handover to the contractor N/A -1 0 1 2
Establish construction documentation issue
processN/A -1 0 1 2
Agree and monitor issue and distribution of
construction documentationN/A -1 0 1 2
Instruct the contractor on behalf of the client
to appoint subcontractorsN/A -1 0 1 2
Conduct and record regular site meetings 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
Regularly monitor performance of the
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
all contract documentation provided by
contractor(s)
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
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
Monitor preparation of the environmental
management plan by the environmental
consultant
N/A -1 0 1 2
Establish procedures for monitoring scope
and cost variationsN/A -1 0 1 2
Monitor, review, approve and issue
certificatesN/A -1 0 1 2
Receive, review and adjudicate any
contractual claimsN/A -1 0 1 2
Monitor preparation of financial control
reports by the other consultantsN/A -1 0 1 2
Prepare and submit progress reports N/A -1 0 1 2
Coordinate, monitor and issue practical
completion lists and the certificate of
practical completion
N/A -1 0 1 2
Facilitate and expedite receipt of occupation
certificatesN/A -1 0 1 2
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
70% Weighted aggregate of Stages (0.70 x aggregate score for Stage 5) WaS5
90
Continued over
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
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
Coordinate and monitor rectification of
defectsN/A -1 0 1 2
Manage procurement of operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Manage preparation of as-built drawings and
documentationN/A -1 0 1 2
Manage procurement of outstanding
statutory certificatesN/A -1 0 1 2
Monitor, review and issue payment
certificatesN/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
Prepare and present the project close-out
reportN/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS3+WaS4+WaS5+WaS6) Wa
15% Weighted aggregate of Stages (0.15 x aggregate score for Stage 6) WaS6
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
Diii = D(i) + D(ii) D(iii)
60% of composite evaluation (0.6 x Diii) D
Aggregated score
A + B + C + D X
91
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
92
Annex 13 Interim PSP Performance Report – QS (Project Monitor)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (PROJECT MONITOR - QUANTITY SURVEYOR)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
93
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Average = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
94
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
STANDARD OF SERVICE (Stage 1 - Inception)
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
Attending technical and progress meetings
as may be deemed necessary
Sum of activity assessments (Stage 2)
Commenting on fee proposals submitted by
the professional consultantsN/A
0 1 2
Commenting on fee proposals submitted by
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
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
N/A -1 0 21
Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
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
Commenting on fee proposals submitted by
professional consultantsN/A -1 0 1 2
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
Attending technical and progress meetings
as may be deemed necessaryN/A
0 1 2
-1
10% Weighted aggregate of Stages (0.10 x aggregate score for Stage 3) WaS3
0 1 2
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Commenting on the Stage 2 deliverables
provided by the professional consultants
Sum of activity assessments (Stage 3)
Commenting on Stage 1 deliverables
provided by professional consultants
2.5% Weighted aggregate of Stages (0.025 x aggregate score for Stage 1) WaS1
5% Weighted aggregate of Stages (0.05 x aggregate score for Stage 2) WaS2
N/A -1
N/A -1
95
Continued over
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
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 the Stage 4 deliverables
provided by the professional consultantsN/A -1 0 1 2
Commenting on tender reports and
recommendationsN/A -1
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
Commenting on procurement procedures
and documentation prior to calling for tenders
or negotiating
N/A -1 0 1
Attending technical and progress meetings
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 the Stage 5 deliverables
provided by the professional consultantsN/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
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
17.5% Weighted aggregate of Stages (0.175 x aggregate score for Stage 4) WaS4
Attending site, technical and progress
meetings as may be deemed necessaryN/A -1 0 1 2
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
50% Weighted aggregate of Stages (0.50 x aggregate score for Stage 5) WaS5
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
Commenting on the Stage 6 deliverables
provided by the professional consultantsN/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
15% Weighted aggregate of Stages (0.15 x aggregate score for Stage 6) WaS6
96
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
STANDARD OF SERVICE (Stages + Overall)
D(iii) = D(i) + D(ii) D(iii)
60% of composite evaluation (0.6 x Diii) D
Aggregated score
A + B + C + D
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
97
Annex 14 Interim PSP Performance Report – SE (Engineering Projects)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (STRUCTURAL ENGINEER - ENGINEERING PROJECTS)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
98
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
Aggregate = Sub - total / 4
overall progress of the work
timely allocation of appropriate resources to
critical activities
N/A -1 0
Sum
Aggregate
timely submission of progress reports
N/A -1 0 1 2
MANAGEMENT OF RESOURCES
20% of composite evaluation (0.2 x aggregate)
Sub - total Sum
Aggregate
adequacy of the number of personnel
assigned to the work
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
Aggregate = Sub - total / 4
2
CO-OPERATIVE RELATIONSHIPS
1 2
N/A -1 0 1 2
1 2
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitments
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0
N/A -1 0
Aggregate = Sub - total / 5
Sub - total Sum
Aggregate
response to problems and changing
circumstances
response to instruction
N/A -1 0 1
0 1 2
coordination of interfaces 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)
Section D: PSP Performance Information
Skill and commitment in management of
subconsultants and other suppliersN/A -1
Evaluation Criteria Grading
10% of composite evaluation (0.1 x aggregate) B
10% of composite evaluation (0.1 x aggregate) C
99
Continued over
Advise on criteria that could influence project
lifecycle cost significantlyN/A -1 0 1 2
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
Provide necessary information within the
agreed scope of the project to the other
consultants
N/A -1 0 1 2
Determine availability of data, drawings and
plans relating to the projectN/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
Conclude the terms of the agreement with
the clientN/A -1 0 1 2
Define the services and scope of work
requiredN/A -1 0 1 2
2
Advise on rights, constraints, consents and
approvalsN/A -1 0 1 2
N/A -1 0 1 2
Advise on the procurement policy for
the projectN/A -1 0 1
STANDARD OF SERVICE (Stage 1 - Inception)
Assist in developing a clear project brief N/A -1 0 1 2
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)
Evaluation Criteria Grading
WaS15% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1)
100
Continued over
Provide cost estimates and comment on life
cycle costs as requiredN/A -1 0 1 2
Establish regulatory authorities’ requirements
and incorporate into the designN/A -1 0 1 2
0
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 2) Sum
Liaise, cooperate and provide necessary
information to the client, principal consultant
and other consultants
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
N/A -1
Coordinate design interfaces with the other
consultants N/A -1 0 1 2
Establish access, utilities, services and
connections required for 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
Advise the client regarding further surveys,
analyses, tests and investigations which may
be required
N/A -1 0 1 2
Prepare initial concept design and related
documentationN/A -1 0 1 2
Establish concept design criteria N/A -1 0 1 2
2
Scope of services
Attend design and consultants' meetings 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)
Evaluation Criteria Grading
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 2) WaS2
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
101
Continued over
Prepare detailed estimates of construction
cost N/A -1 0 1 2
Review and evaluate design and outline
specifications and exercise cost control N/A -1 0 1 2
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
Submit necessary design documentation to
local authorities for approval N/A -1 1 2
Liaise, cooperate and provide necessary
information to the principal consultant and
other consultants
N/A -1 0 1 2
0
Prepare design development drawings
including draft technical details and
specifications
N/A -1 0 1 2
Incorporate the other consultants’ designs
and requirements into the design N/A -1 0 1 2
Incorporate the client’s and authorities’
detailed requirements into the design N/A -1 0 1 2
Attend design and consultants' meetings N/A -1 0 1 2
STANDARD OF SERVICE (Stage 3- Design Development)
Review the documentation programme with
the principal consultant and the other
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)
Evaluation Criteria Grading
30% Weighted aggregate of Stages (0.3 x Aggregate score for Stage 3) WaS3
102
Continued over
Sum
1
0 1 2
Sum of activity assessments (Stage 4)
Prepare contract documentation for signiture N/A -1 0 1 2
Evaluate tenders N/A -1 0 1 2
Liaise, cooperate and provide necessary
information to the principal consultant and
the other consultants
N/A -1 0 1 2
Review design, drawings and schedules for
compliance with the approved budgetN/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
Accommodate services design N/A -1 0 1 2
Prepare specifications and preambles for the
worksN/A -1 0 1 2
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Attend design and consultants meetings 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)
Evaluation Criteria Grading
10% Weighted aggregate of Stages (0.1 x Aggregate score for Stage 4) WaS4
Call for tendersand/or negotiation of prices
and/or assist the principal consultant where
relevant
N/A -1 0 1 2
2
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
0
Assist in pricing, documentation and tender
evaluation as required when detailed
services for these activities are provided by
others
N/A -1
Assess samples and products for
compliance and design intent N/A -1
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
103
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
Sum of activity assessments (Stage 5) Sum
Arranging for the delivery of all test
certificates, statutory and other approvals, as-
built drawings and operating manuals
N/A -1 0 1 2
Inspect the works and issue practical
completion and defects listsN/A -1 0 1 2
Review and comment on operation and
maintenance manuals, guarantees,
certificates and warranties
N/A -1 0 1 2
Issue contract instructions as and
when requiredN/A -1 0 1 2
Update and issue drawings register N/A -1 0 1 2
2
2
Check and approve contractor drawings for
design intentN/A -1 0 1 2
Clarify details and descriptions during
construction as required N/A -1 0 1 2
1 2
N/A -1 0 1 2
-1 0 1
0
2
Attend regular site, technical and progress
meetingsN/A -1 0 1 2
N/A -1
-1
Carry out contract administration procedures
in terms of the contractN/A -1 0 1
Issue construction documentation in
accordance with the documentation
schedule
N/A -1 1 2
0 1 2
Proactively prepare estimates for proposed
variations for client decision making
N/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
Inspect works for quality and conformity to
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)
Evaluation Criteria Grading
2
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 5) WaS5
STANDARD OF SERVICE (Stage 5- Construction)
Attend the site handover N/A
Prepare schedules of predicted cash flow N/A -1 0 1
Scope of services
N/A -1 0
Review contractor's quality control
programme, advise and agree on Quality
Assurance Plan
1 2
0 1
2
1 2
10
2
Assist in the resolution of contractual claims
by the contractor
Adjudicate and resolve financial claims by
contractor(s) N/A
Establish and maintain a financial control
system N/A -1 0
Prepare valuations for payment certificates
to be issued by the principal agent N/A -1
Instruct,witness and review of all tests and
mock-ups carried out both on and off the siteN/A -1 0 1
104
Continued over
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
Conclude final account(s) N/A -1 0
Aggregate
X
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
60% of composite evaluation (0.6 x D(iii))
Sum
D(iii) = D(i) + D(ii) D(iii)
A + B + C + D
Aggregated score
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
0 1 2
adherence to budget N/A -1 0 1 2
1 2
Facilitate and/or procure final operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Prepare and/or procure as-built drawings
and documentationN/A
Receive, comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
STANDARD OF SERVICE (Stage 6 - Close-Out)
Inspect and verify rectification of defects 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)
Evaluation Criteria Grading
D
STANDARD OF SERVICE (Stages)
STANDARD OF SERVICE (Overall)
STANDARD OF SERVICE (Stages + Overall)
Sub - total
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
compliance with brief N/A -1
Aggregate = Sub - total / 3
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
-1 0 1 2
Scope of services
105
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Name of Joint Venture Partner
106
Annex 15 Interim PSP Performance Report – SE (Building Projects)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
Y N
Y N
Y N
Y N
Y N
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT (STRUCTURAL ENGINEER - BUILDING PROJECTS)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Concept and viability
Inception
Design Development
Documentation and procurement
Construction
Close-out
Please indicate the project stage
for which assessment is made
107
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
A
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate)
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 2 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
108
Continued over
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
STANDARD OF SERVICE (Stage 1 - Inception)
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
Advise on rights, constraints, consents and
approvalsN/A -1 0 1 2
Define the services and scope of work
requiredN/A -1 0 1 2
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
Sum of activity assessments (Stage 1) Sum
Aggregate score (Stage 1) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 1) WaS1
109
Continued over
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
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
Agree the documentation programme with
the principal consultant and the other
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
documentationN/A -1 0 1 2
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 designs and related
documentation for approval by authorities
and the client and 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
Sum of activity assessments (Stage 2) Sum
Aggregate score (Stage 2) = Sum of activity assessments / number of assessed activities Aggregate
20% Weighted aggregate of Stages (0.2 x Aggregate score for Stage 2) WaS2
110
Continued over
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
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
Review the documentation programme with
the principal consultant and the other
consultants
N/A -1 0 1 2
Attend design and consultants meetings 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
Liaise, cooperate and provide necessary
information to the client, 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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
30% Weighted aggregate of Stages (0.3 x Aggregate score for Stage 3) WaS3
111
Continued over
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
N/A -1 0 1 2Assist the principal consultant with calling of
tenders and/or negotiation of prices
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
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 designs by other consultants N/A -1 0 1 2
Check cost estimate and adjust the design
documents if necessary to remain within the
budget
N/A -1 0 1 2
Review design, working drawings for
compliance with the approved budgetN/A -1 0 1 2
Liaise, cooperate and provide necessary
information to the principal consultant and
the other consultants
N/A -1 0 1 2
Assist with evaluation of tenders N/A -1 0 1 2
Assist with preparation of the contract
documentation for signatureN/A -1 0 1 2
Assess samples and products for
compliance and design intent N/A -1 0 1 2
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
15% Weighted aggregate of Stages (0.15 x Aggregate score for Stage 4) WaS4
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
112
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
STANDARD OF SERVICE (Stage 5- Construction)
Scope of services
Attend the site handover N/A -1 0 1 2
Issue construction documentation in
accordance with the documentation
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
Attend regular site, technical and progress
meetingsN/A -1 0 1 2
Inspect works for quality and conformity to
contract documentationN/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
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
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
Assist in obtaining statutory certificates N/A -1 0 1 2
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities Aggregate
25% Weighted aggregate of Stages (0.25 x Aggregate score for Stage 5) WaS5
Prepare schedules of estimated cash flow N/A -1 0 1 2
Proactively prepare estimates for proposed
variations for client decision making N/A -1 0 1 2
Review contractor's quality control
programme, advise and agree on Quality
Assurance Plan
N/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
N/A -1 0 1 2Adjudicate and resolve financial claims by
contractor(s)
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
113
Continued over
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
STANDARD OF SERVICE (Stage 6 - Close-Out)
Scope of services
Inspect and verify rectification of defects N/A -1 0 1 2
Receive, comment and approve relevant
payment valuations and completion
certificates
N/A -1 0 1 2
Facilitate and/or procure final operations and
maintenance manuals, guarantees and
warranties
N/A -1 0 1 2
Conclude final account(s) N/A -1 0 1 2
Sum of activity assessments (Stage 6) Sum
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
5% Weighted aggregate of Stages (0.05 x Aggregate score for Stage 6) WaS6
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS1+WaS2+WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
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
Prepare and/or procure as-built drawings
and documentationN/A -1 0 1 2
114
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Contact Person
Designation
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Name of Joint Venture Partner
115
Annex 16 Interim PSP Performance Report - CE, EE, ME and SE (Principal
Consultant)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT ( PRINCIPAL CONSULTANT - ENGINEERING MANAGEMENT
SERVICES)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
116
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
Sub - total Sum
Average (C) = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
response to problems and changing
circumstancesN/A -1 0 1 2
response to instruction N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
coordination of interfaces N/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
timely submission of progress reports N/A -1 0 1 2
overall progress of the work N/A -1 0 1 2
timely allocation of appropriate resources to
critical activitiesN/A -1 0 1 2
TIME MANAGEMENT
ability to meet programmed milestones 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)
Section D: PSP Performance Information
Evaluation Criteria Grading
117
Continued over
Prepare, co-ordinate, agree and monitor a
detailed design and documentation
programme
-1 0 1 2
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Prepare and agree procurement programme
Advise client in conjunction with other
consultants on appropriate insurances
Manage procurement process and
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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
Recommend and agree procurement
strategy for contractors, subcontractors,
suppliers with client and other consultants
1
1 2
N/A -1 0 1 2
-1 0 1 2
2
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
N/A -1 0 1 2
N/A -1
N/A
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
No service N/A
STANDARD OF SERVICE (Stage 1 - Inception)
Scope of services
No service N/A
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 3) WaS3
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 4) WaS4
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)
Evaluation Criteria Grading
118
Continued over
Aggregate
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities
Co-ordinate, monitor and issue practical
completion lists and 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 other consultantsN/A -1 0 1 2
Receive, review and adjudicate any
contractual claimsN/A -1 0 1 2
Monitor, review and approve cerificates N/A -1 0 1 2
Establish procedures for monitoring scope
and cost variationsN/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
Agree quality assurance procedures and
monitor implementation thereof by other
consultants and contractors
N/A -1 0 1 2
Receive, co-ordinate and monitor approval of
all contract documentation provided by
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
Conduct and record regular site meetings N/A -1 0 1 2
Scope of services
Arrange site hand over to contractor
Establish construction documentation issue
process
Agree and monitor issue and distribution of
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
STANDARD OF SERVICE (Stage 5- Construction)
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 5) WaS5
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)
Evaluation Criteria Grading
119
Continued over
A + B + C + D X
STANDARD OF SERVICE (Stages + Overall)
D(iii) = D(i) + D(ii) D(iii)
60% of composite evaluation (0.6 x Diii) D
Aggregated score
Sub - total Sum
Aggregate = Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
adherence to budget N/A -1 0 1 2
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
Aggregate score (Stage 6) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stages)
Sum of Weighted Aggregate of Stages (WaS3+WaS4+WaS5+WaS6) Wa
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa) D(i)
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 6) WaS6
0
N/A
1 2
Sum of activity assessments (Stage 6) Sum
1 2
Issue completion certificates
Manage agreement of final accounts
Prepare and manage project close-out report N/A -1 0
N/A -1
STANDARD OF SERVICE (Stage 6 - Close-Out)
N/A -1 0
Manage procurement of operations and
maintenance manuals, guarantees and
warranties
Manage preparation of as-built drawings and
documentation
Manage procurement of outstanding
statutory certificates
Monitor, review and issue payment
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)
Evaluation Criteria Grading
120
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
121
Annex 17 Interim PSP Performance Report - CE, EE, ME and SE (Principal
Agent)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT ( PRINCIPAL AGENT - ENGINEERING SERVICES)
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
Please indicate the project stage
for which assessment is made
122
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
Sub - total Sum
Average (C) = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
response to problems and changing
circumstancesN/A -1 0 1 2
response to instruction N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
10% of composite evaluation (0.1 x aggregate) B
coordination of interfaces N/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
timely submission of progress reports N/A -1 0 1 2
overall progress of the work N/A -1 0 1 2
timely allocation of appropriate resources to
critical activitiesN/A -1 0 1 2
TIME MANAGEMENT
ability to meet programmed milestones 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)
Section D: PSP Performance Information
Evaluation Criteria Grading
123
Continued over
Prepare, co-ordinate, agree and monitor a
detailed design and documentation
programme
-1 0 1 2
Sum of activity assessments (Stage 4) Sum
Aggregate score (Stage 4) = Sum of activity assessments / number of assessed activities Aggregate
Prepare and agree procurement programme
Advise client in conjunction with other
consultants on appropriate insurances
Manage procurement process and
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
Sum of activity assessments (Stage 3) Sum
Aggregate score (Stage 3) = Sum of activity assessments / number of assessed activities Aggregate
STANDARD OF SERVICE (Stage 4 - Documentation and Procurement)
Scope of services
Recommend and agree procurement
strategy for contractors, subcontractors,
suppliers with client and other consultants
1
1 2
N/A -1 0 1 2
-1 0 1 2
2
STANDARD OF SERVICE (Stage 3- Design Development)
Scope of services
N/A -1 0 1 2
N/A -1
N/A
STANDARD OF SERVICE (Stage 2 - Concept and Viability)
Scope of services
No service N/A
STANDARD OF SERVICE (Stage 1 - Inception)
Scope of services
No service N/A
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 3) WaS3
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 4) WaS4
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)
Evaluation Criteria Grading
124
Continued over
Aggregate
Sum of activity assessments (Stage 5) Sum
Aggregate score (Stage 5) = Sum of activity assessments / number of assessed activities
Co-ordinate, monitor and issue practical
completion lists and 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 other consultantsN/A -1 0 1 2
Receive, review and adjudicate any
contractual claimsN/A -1 0 1 2
Monitor, review and approve cerificates N/A -1 0 1 2
Establish procedures for monitoring scope
and cost variationsN/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
Agree quality assurance procedures and
monitor implementation thereof by other
consultants and contractors
N/A -1 0 1 2
Receive, co-ordinate and monitor approval of
all contract documentation provided by
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
Conduct and record regular site meetings N/A -1 0 1 2
Scope of services
Arrange site hand over to contractor
Establish construction documentation issue
process
Agree and monitor issue and distribution of
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
STANDARD OF SERVICE (Stage 5- Construction)
(%) Weighted aggregate of Stages (% / 100 x aggregate score for Stage 5) WaS5
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)
Evaluation Criteria Grading
125
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Section E: PSP / JV Information
Name of Main PSP
Name of Joint Venture Partner
126
Annex 18 Interim PSP Performance Report – AR, CE, EE, ME, SE, CP, LA and QS
(Planning, Studies, Investigations, and Assessments)
Continued over
cidb Employer Number (if applicable)
Employer Name
cidb Contract Number (if applicable)
Contract Title
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
Mobile 0 - -
Office Telephone 0 - -
Date submitted to Employer Y Y Y Y - M M - D D
Signature
INTERIM PSP PERFORMANCE REPORT - PLANNING, STUDIES, INVESTIGATIONS & ASSESSMENTS
Section A: Employer Information
Section B: Contract Data
Section C: Reporting Officer's Information
127
Continued over
Please select the appropriate grading that reflect the PSP's performance on the project
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
TIME MANAGEMENT
ability to meet programmed milestones N/A -1 0 1 2
timely allocation of appropriate resources to
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
Aggregate = Sub - total / 4 Aggregate
20% of composite evaluation (0.2 x aggregate) A
MANAGEMENT OF RESOURCES
appropriateness of skills and experience of
personnel assigned to the workN/A -1 0 1 2
adequacy of the number of personnel
assigned to the workN/A -1 0 1 2
Skill and commitment in management of
subconsultants and other suppliersN/A -1 0 1 2
coordination of interfaces N/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 2 Aggregate
10% of composite evaluation (0.1 x aggregate) B
CO-OPERATIVE RELATIONSHIPS
adoption and commitment to a cooperative
contracting approach with clients,
subconsultants, joint venture partners,
contractors and suppliers
N/A -1 0 1 2
commitment to resolving issues through
open and effective communication with a non-
adversarial approach
N/A -1 0 1 2
general cooperation and responsiveness,
adherence to commitmentsN/A -1 0 1 2
response to instruction N/A -1 0 1 2
response to problems and changing
circumstancesN/A -1 0 1 2
Sub - total Sum
Aggregate = Sub - total / 5 Aggregate
10% of composite evaluation (0.1 x aggregate) C
128
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
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
surveys, analyses, tests and site or other
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
Sum of activity assessments (Stage 0) Sum
Aggregate score (Stage 0) = Sum of activity assessments / number of assessed activities Aggregate
100 % Weighted aggregate of Stages (0.100 x aggregate score for Stage 0) WaS0
STANDARD OF SERVICE (Stages)
Aggregated score Stage 0 (WaS0) Wa1
(Di) = 75% Sum of weighted aggregates for Stages (0.75 x Wa1) D(i)
STANDARD OF SERVICE (Overall)
compliance with brief N/A -1 0 1 2
adherence to budget N/A -1 0 1 2
reviews and reports delivered in accordance
with the briefN/A -1 0 1 2
Sub - total Sum
Aggregate= Sub - total / 3 Aggregate
(Dii) = 25% Weighted aggregate of standard of service (0.25 x Aggregate score) D(ii)
STANDARD OF SERVICE (Stages + Overall)
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
129
Title Initials Surname
Mobile 0 - -
Office Telephone 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
Section F: Notes
Section E: PSP / JV Information
Name of Main Consultant
Name of Joint Venture Partner
Name of Joint Venture Partner
Name of Joint Venture Partner
Contact Person
Designation
Professional Registration Body
Registration Number
with the Performance Assessment by the Reporting Officer
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