Contractor Performance Evaluation Questionnaire

Please complete this set of questions prior to starting your evaluation to ensure the evaluation template is
customized to suit your particular project and / or the stage you are at in your project.

Is this the Final Evaluation or an Interim Evaluation? Final

Have there been any Change Orders? Yes
Have any submittals (other than the baseline schedule) been required from the Contractor yet? Yes
Have there been any deficiencies? Yes
Has testing commenced and/or completed? Yes
Were there any incidents/accidents involving the General Public? Yes
Has the Contractor received any written notices? Yes
Have there been any service delivery issues (ie/ complaints, inquiries, claims)? Yes
Was there a Contractually or Region approved start date the Contractor was to meet? Yes
Was a Traffic Control Plan Required? Yes
Were there any Safety Issues? Yes
Were any stop work orders issued by the Region, MOL, TSSA, other Agencies? Yes
Were there any environmental requirements as part of the work including but not limited Yes
Conservation Authority, PTTW, MNR, MOE, etc?
Does project close-out require Operations and Maintenance Manuals and / or record documents Yes
and drawings to be submitted by the Contractor?

After completing these questions please move on to the Contractor Evaluation tab to evaluate your contractor.
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Contractor Performance Evaluation

Document Number: Contractor Name:
Division:
Description:
(as per document)
Contract Start Date: Substantial Performance Date:
Evaluation Type: Final
ItemWeight Score Criteria Evaluation Guide
5 0.0 Project Commencement (5%)
1 2 0.0 Did the project commence by the contractually obligated date or
Region agreed/revised start date?
2 3 0.0 Was an acceptable baseline schedule (inclusive of key tasks,
activities, subs, etc.) provided at the pre-construction meeting (or
within the agreed upon timeframe)?
13 0.0 Project Management (13%)
3 3 0.0 Did the Contractor maintain comprehensive schedule updates and
provide updates as required?
4 3 0.0 Did the Contractor meet the project milestones by the contractually
obligated date or any other agreed-upon dates?
5 4 0.0 Did the Contractor provide timely notification to appropriate
stakeholders, as required (e.g. all Peel Operations, residents, etc)?

6 3 0.0 Did the Contractor submit the required shop drawings and
submittals on-time and in the proper formats (e.g. mix designs,
commissioning plan, etc.)?
31 0.0 Workmanship (31%)
7 3 0.0 Did the Contractor comply with all permit requirements and
agreements (e.g. Road Occupancy, MTO Encroachment, etc)?
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8 3 0.0 Did the Contractor install and maintain all environmental measures
as per Contract and Permit requirements (e.g. Conservation
Authority, PTTW, MNR, MOE, etc.), and mitigate all identified
environmental site issues in a timely manner?

9 2 0.0 Did the Contractor cause any damage to existing facilities,

properties (City, Region or private), sites, etc?
10 2 0.0 Did the Contractor comply with the allowable working hours as
specified in the Contract or as approved by the Agency?
11 3 0.0 Was the equipment utilized by the Contractor for the completion of
the work appropriate for the required work?
12 3 0.0 Did the materials (including equipment to be installed) supplied by
the Contractor meet the Contract specifications?
13 3 0.0 Did the Contractor stage the work in an appropriate manner to
achieve the Contract requirements?
14 3 0.0 Did the Contractor supply appropriate staff for the required work
and / or did the staff have the appropriate skills, training and
licenses required?
15 3 0.0 Did the Contractor effectively coordinate with other Contractors,
Consultants, Sub-Contractors and Suppliers as applicable?
16 3 0.0 Did the Contractor resolve deficiencies identified during
construction in a timely manner and to the satisfaction of the
Agency?

17 3 0.0 Did the Contractor pass the minimum testing requirements (e.g.
pressure testing, leakage test, FAT, SAT, Compaction, Material
Testing, etc.)?

21 0.0 Safety (21%)

18 3 0.0 Did the Contractor keep the site (and access roads) reasonably
clean and organized throughout the duration of the project?
19 2 0.0 Did the Contractor consistently follow the submitted Traffic Control
Plan (as amended throughout Contract) which was inclusive of
OTM Book 7 Temporary Conditions?
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20 1 0.0 Did the Contractor submit a acceptable Safety Plan in a timely

manner prior to commencement and keep a copy on-site for the
Contract duration?
21 1 0.0 Did the Contractor keep the NOP and Form 1000 for each sub-
contractor in an accessible location on site?
22 1 0.0 Did the Contractor keep these notices in an accessible location on
site; OH&SA, Construction Regs, Nearest MOL office, First Aid
Regs, WSIB Poster (Form 82), H&S Policy, MSDS, Emergency
Procedures, etc.?

23 2 0.0 Did the Contractor obtain up to date locates for all utilities and were
they kept up to date throughout project duration, while adhering to
all locate conditions?
24 2 0.0 Did all Contractor and sub-contractor staff wear the required PPE at
all times?
25 3 0.0 Did the Contractor take immediate Action to rectify safety issues?

26 2 0.0 Did the Contractor maintain, as required, clear emergency Routes

and control public access?
27 2 0.0 As required, did the Contractor deal with incidents / accidents to the
General Public and report to the Region in a timely manner?
28 2 0.0 Did the Contractor comply with any stop work orders issued by the
Region, MOL, TSSA, other Agencies?
16 0.0 Contract Management and Supervision (16%)
29 3 0.0 Did the Contractor submit an unjustifiable number of invalid change
order requests?
30 3 0.0 Did the Contractor submit reasonable and competitive quotations
for extra work, in a timely manner?
31 2 0.0 Did the Contractor follow the contractual claims procedure?
32 3 0.0 Did the Contractor comply with any written notices by the Agency in
a timely manner (e.g. site instructions, change directives, etc.)?
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33 2 0.0 Did the Contractor submit payment requests accurately which were
inclusive of WSIB and Statutory declaration for each invoice
submitted?
34 3 0.0 Did the Contractor have the appropriate authority on site to make
decisions and provide continuous on-site supervison to workers?
6 0.0 Client and Public Relations (6%)
35 3 0.0 Did the Contractor respond appropriately to service delivery issues
(complaints, inquiries, third party claims, etc.)?
36 3 0.0 Was the Contractor fair and did they conduct themselves with
common courtesy and appropriate business manner when dealing
with the Public, Agency staff / representatives, and own employees
(including; properly identifing themselves to the Public and Agency
staff as required)?

8 0.0 Project Completion (8%)

37 4 0.0 Did the Contractor submit on schedule complete Operations and
Maintenance Manuals as well as accurate and / or complete record
documents and drawings?
38 4 0.0 Did the Contractor meet the Substantial Performance by the
contractually obligated date or revised agreed-upon date?

Did the Contractor meet Comments:

Comments:
TOTAL PERCENTAGE 0.00%
Contractor Rating
Approval Required
Region's Project Date:
Manager Name:
Region's Project
Manager Signature:

Approval Name: Date:

Approval Signature:
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Please send all signed final evaluations to [email protected]

V-20180305
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Comments
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This sheet provides a space for project managers to log additional comments, it is recommended to use when there

Item Critiera
1 Did the project commence by the contractually obligated date or Region
agreed/revised start date?
2 Was an acceptable baseline schedule (inclusive of key tasks, activities,
subs, etc.) provided at the pre-construction meeting (or within the agreed
upon timeframe)?
Project Management
3 Did the Contractor maintain comprehensive schedule updates and provide
updates as required?
4 Did the Contractor meet the project milestones by the contractually
obligated date or any other agreed-upon dates?
5 Did the Contractor provide timely notification to appropriate stakeholders,
as required (e.g. all Peel Operations, residents, etc)?
6 Did the Contractor submit the required shop drawings and submittals on-
time and in the proper formats (e.g. mix designs, commissioning plan,
etc.)?
Workmanship
7 Did the Contractor comply with all permit requirements and agreements
(eg. Road Occupancy, MTO Encroachment, etc)?
8 Did the Contractor install and maintain all environmental measures as per
Contract and Permit requirements (e.g. Conservation Authority, PTTW,
MNR, MOE, etc.), and mitigate all identified environmental site issues in a
timely manner?
9 Did the Contractor cause any damage to existing facilities, properties (City,
Region or private), sites, etc?
10 Did the Contractor comply with the allowable working hours as specified in
the Contract or as approved by the Agency?
11 Was the equipment utilized by the Contractor for the completion of the
work appropriate for the required work?
12 Did the materials (including equipment to be installed) supplied by the
Contractor meet the Contract specifications?
13 Did the Contractor stage the work in an appropriate manner to achieve the
Contract requirements?
14 Did the Contractor supply appropriate staff for the required work and / or
did the staff have the appropriate skills, training and licenses required?
15 Did the Contractor effectively coordinate with other Contractors,
Consultants, Sub-Contractors and Suppliers as applicable?
16 Did the Contractor resolve deficiencies identified during construction in
a timely manner and to the satisfaction of the Agency?
17 Did the Contractor pass the minimum testing requirements (e.g. pressure
testing, leakage test, FAT, SAT, Compaction, Material Testing, etc.)?
Safety
18 Did the Contractor keep the site (and access roads) reasonably clean and
organized throughout the duration of the project?
19 Did the Contractor consistently follow the submitted Traffic Control Plan (as
amended throughout Contract) which was inclusive of OTM Book 7
20 Temporary Conditions?
Did the Contractor submit a acceptable Safety Plan in a timely manner
prior to commencement and keep a copy on-site for the Contract duration?
21 Did the Contractor keep the NOP and Form 1000 for each sub-contractor
in an accessible location on site?
22 Did the Contractor keep these notices in an accessible location on site;
OH&SA, Construction Regs, Nearest MOL office, First Aid Regs, WSIB
Poster (Form 82), H&S Policy, MSDS, Emergency Procedures, etc.?
23 Did the Contractor obtain up to date locates for all utilities and were they
kept up to date throughout project duration, while adhering to all locate
conditions?
24 Did all Contractor and sub-contractor staff wear the required PPE at all
times?
25 Did the Contractor take immediate Action to rectify safety issues?
26 Did the Contractor maintain, as required, clear emergency Routes and
27 control publicdid
As required, access?
the Contractor deal with incidents / accidents to the
General Public and report to the Region in a timely manner?
28 Did the Contractor comply with any stop work orders issued by the Region,
MOL, TSSA, other Agencies?
Contract Management and Supervision
29 Did the Contractor submit an unjustifiable number of invalid change order
30 requests?
Did the Contractor submit reasonable and competitive quotations for extra
work, in a timely manner?
31 Did the Contractor follow the contractual claims procedure?
32 Did the Contractor comply with written notices by the Agency in a timely
manner (e.g. site instructions, change directives, etc.)?
33 Did the Contractor submit payment requests accurately which were
inclusive of WSIB and Statutory declaration for each invoice submitted?
34 Did the Contractor have the appropriate authority on site to make decisions
and provide continuous on-site supervison to workers?
Client and Public Relations
35 Did the Contractor respond appropriately to service delivery issues
(complaints, inquiries, third party claims, etc.)?
36 Was the Contractor fair and did they conduct themselves with common
courtesy and appropriate business manner when dealing with the Public,
Agency staff / representatives, and own employees (including; properly
identifing themselves to the Public and Agency staff as required)?

Project Completion
37 Did the Contractor submit on schedule complete Operations and
Maintenance Manuals as well as accurate and / or complete record
38 documents and drawings?
Did the Contractor meet the Substantial Performance by the contractually
obligated date or revised agreed-upon date?
nal comments, it is recommended to use when there are performance issues.

Additional Comments