Consultant Performance Report Version 1.

6 August 2019

General Information

Project / Contract Name

Consultant Engagement Method

Project or Work Order Number

Reporting Officer

Reporting Officer Position Title

Approving Officer

Approving Officer Position Title

Date of Report (dd/mm/yyyy) 1/01/2019

Project Category (PM Framework)

Commission/Contract Details

Consultant Legal Entity Name (and Business Name)

Consultant's Role

Contract or Purchase Order Number

Consultant's Commission/Contract Award Date (dd/mm/yyyy) 1/01/2019

Current Project Status

Consultant Firm's Representative

Reason for Consultant Performance Report

Performance Measurement Criteria

Time management Criteria Rating

Not Applicable
Section A: Variation from estimated due date of deliverable
Not Applicable If this criteria is not relevant at this time select Not Applicable

Practical Completion
Number of Days to Deliver
Approved extensions of due date (in calendar days)
Revised date for deliverable
Actual date of deliverable
Days Late
Variation % 0% Rating Not Applicable
Comments

Section B - Qualitative aspects of Time Management Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Ability to meet programmed milestones
Planning, coordination & execution of activities in line with the time programme (if
applicable)
Updating of time programme to account for unforeseen delays (if applicable)
Timely allocation of appropriate resources to critical activities
Timely submission of progress reports (if applicable)
Overall progress of the project throughout the phase (if applicable)
Comments .
Quality management Criteria Rating
Not Applicable
Section A - Standard of Service - Standard of Service measured against the Unsatisfactory Marginal Good Very Good Excellent N/A
requirements set out in the conditions of engagement documentation (the contract/s)
1 2 3 4 5 0
Documents prepared for any contract/s are fit for purpose, complete, comply with
and where appropriate include relevant State government and BMW policies,
requirements, legislation, industry standards and Australian Awards
Reviews, reports and performance measures delivered in accordance with the brief
/ scope including timely submission of claims for payment, variation claims,
extensions of time. the adequacy of supporting documentation etc

Overall compliance with brief / scope

Quality of service and or work including conformance with specified performance

criteria
Design and Documentation Review at key stages (rating to be obtained from
Building Research and Technical Services)

Adherence to budget including overall compliance with project costs including

periodic reporting
Achievement of expected value for money under the contract

Amount of rework required from the consultant

Need to engage another consultant to undertake additional or remedial work

Extent of involvement required from the Principal to achieve the desired standard of
work
Comments

Section B : Quality Management Systems Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Extent of the consultant's compliance with a specified quality systems standard
and, where there is a requirement to have one, with the project quality plan

Results of quality design and project reviews for the project

The number of repetitions of non-conformance

Ability of the quality system to identify and deal with non-conformances and
conditions adverse to quality
Comments

Resource Management Criteria Rating

Not Applicable
Section A: Management and Suitability of personnel - The consultant's ability to Unsatisfactory Marginal Good Very Good Excellent N/A
assign appropriate staff to the project to ensure co-operative and effective performance
including:
1 2 3 4 5 0
Management of on / off site and project personnel (if applicable)
Adherence to site rules and procedures
Adequacy of the number of personnel engaged by the consultant to effectively
carry out and progress the work

Comparability of skills and experience of the staff assigned to the project with those
nominated in the bid for the work

Suitability of staff, management, administrative, design, technical or industry skills

and overall experience relevant to the tasks undertaken

Comments
Section B: Management of Sub-consultants - Applicable to Lead Consultants Unsatisfactory Marginal Good Very Good Excellent N/A
Only . The Consultant's ability to coordinate & manage off site/on site & project sub
consultants& other suppliers to ensure effective performance including: 1 2 3 4 5 0
Full compliance with legal and contractual obligations affecting selection of sub
consultants
Provision of services to an Good quality

Timely completion of sub-consultant services and work

Coordination of interdependent services

Ability to maintain effective and cooperative relationships with subconsultants

Observance of equitable terms of payment for all parties in the payment chain

Making payment to all sub consultants and suppliers in accordance with legislation
and the conditions of their engagement or contract
Comments

Contract Administration Criteria Rating

Not Applicable
Section A: Monitoring Activities Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Actively managing the contract/s in accordance with the applicable general
conditions of contract
Ensuring instructions, directions, variations and the like are issued in accordance
with the contract/s and are available to the Principal's Representative

Ensuring any claims for variations, payments, requests for information and the like
issued by the consultant are dealt with in a timely manner and in accordance with
the conditions of the contract/s
Periodically inspecting the works / reviewing the works
Attending site, project and other meetings and ensuring the appropriate personnel,
consultants and sub consultants also attend
Monitoring the workplace safety, health and environment management obligations
under the contract and ensuring copies of the Contractor's Safety Management
Plan, Safe Work Procedures and it's monthly audits are available on site
(construction) or to the project (other)
Comments

Section B: Use of Policies and Procedures and Initiatives: Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Compliance with the contract concerning timely requests for information or the
provision of information such as time programmes, drawings, reports or other
documentation
Compliance with and co-operation in the application of government and BMW
policies, procedures and initiatives that are included in the primary contract and
when appropriate included in any subsequent or secondary contract that forms part
of the project

Comments
Communication and Relationships Criteria Rating
Not Applicable
Section A: Relationship with Principal Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Commitment to timely resolution of issues through open and effective
communication including a non- adversarial approach to dispute resolution with
arbitration or litigation reserved as a last resort
Number of instructions issued to the consultant under the contract

Comments

Section B: Relationship with community, client and other stakeholders Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Adoption and commitment to the principles of partnering with clients and sub-
consultants
Adequate complaints management process; including the timely resolution of
customer or community complaints
Comments

Section C: Relationship with Contractor (Construction) Unsatisfactory Marginal Good Very Good Excellent N/A
1 2 3 4 5 0
Commitment to timley resolution of issues through open and effective
communication `
Commitment to a non-adversarial approach in managing and resolving issues.

Comments
 Consultant Performance Report Summary

General Information
Project / Contract Name 0
Consultant Engagement Method 0
Project or Work Order Number 0
Reporting Officer 0
Reporting Officer Position Title 0
Approving Officer 0
Approving Officer Position Title 0
Date of Report 1/01/2019
Project Category (PM Framework)
0
Commission/Contract Details
Consultant Legal Entity Name 0
Consultant's Role 0
Contract or Purchase Order Number 0
Consultant's Commission/Contract Award Date 1/01/2019

Current Project Status 0

Consultant Firm's Representative 0

Reason for Consultant Performance Report 0

Overall performance rating

Overall performance score 0% Out of 100%

Excellent >=86% Very Good 75% - 85.9% Good 60% - 74.9% Marginal 46% - 59.9% Unsatisfactory <46%
Often exceeds the Meets the acceptable Mostly meets the acceptable
Well above the acceptable standard of Well below the acceptable
acceptable standard of standard of standard of performance but has
performance standard of performance
performance performance some weaknesses

Criteria Rating Comments

Time management Not Applicable
Section A: Quantitative Not Applicable 0

Section B: Qualitative Not Applicable .

Quality management Not Applicable

Section A: Standard of Service Not Applicable 0

Section B: Quality Systems Not Applicable 0

Resource Management Not Applicable

Section A: Management and Suitability of Personnel Not Applicable 0

Section B: Management of Sub-consultants Not Applicable 0

Contract Administration Not Applicable

Section A: Monitoring Activities Not Applicable 0

Section B: Use of Policies and Procedures and Initatives Not Applicable 0

Communication and Relationships Not Applicable

Section A: Relationship with Principal Not Applicable 0

Section B: Relationship with Community, Client Agency, Stakeholders Not Applicable 0

Section C: Relationship with Contractor Not Applicable 0

Comments by Reporting Officer

Comments by Approving Officer

Review sent to Consultant: Date: Email correspondence and signed CPR to Consultant is contained in TRIM folder

Comments by Consultants (including, what could BMW have done differently to improve the outcome of the project?)

Approving Officer's reply to consultant's comments

Response sent to Consultant Date: Correspondence saved in TRIM, reference number:

Final Agreed Performance Rating (changes made in consultation with the Consultant (if applicable: detail original score and criteria ratings that have changed as a result of the
Consultant's right of response)

Name Position Title Signature Date

Reporting Officer
0 0

Name Position Title Signature Date

Approving Officer
0 0