Performance_Evaluation_of_Consultant.pdf
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- Attached to
- Fort Myers Downtown Pedestrian Mall and Micromobility Feasibility Study (FDOT 451523-1-18-01)
- Solicitation number
- 25-036-RSQ
- Issued by
- Lee County, Fort Lauderdale City, Florida
About this file
The document is a Consultant Schedule Evaluation Guidelines Worksheet from the Florida Department of Transportation (FDOT), designed to assess a consultant's performance on project schedules and submittals. The two-page evaluation form provides a structured method for FDOT project managers to rate consultants across two primary criteria: Project Submittals (weighted at 70%) and Status Reports/Schedule Updates (weighted at 30%). The evaluation uses a 5-point performance rating scale ranging from 1 (Unacceptable Performance) to 5 (Outstanding Performance), with specific performance measure guidelines for each rating level.
The evaluation form requires detailed scoring and comments for each performance criterion, focusing on the consultant's ability to maintain critical path items, meet submittal dates, provide timely schedule updates, and offer suggestions for managing project delays. The document is intended to be used as backup documentation for drafting and discussing performance evaluations, with scores to be transferred to FDOT's internal Consultant Evaluation (CE) application. The form emphasizes the importance of thorough documentation, requiring comments for ratings below 3 and above 4, and serving as a comprehensive tool for tracking and assessing consultant performance on transportation-related projects.
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Text version
STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
CONSULTANT SCHEDULE EVALUATION GUIDELINES WORKSHEET
Rev. 04/06/2022
FM No(s).:
Consultant Project Manager:
FDOT Project Manager:
FDOT PM Phone No:
5 Outstanding Performance 4 Above Satisfactory Performance 3 Satisfactory Performance 2 Below Satisfactory Performance 1 Unacceptable Performance
Date
A.
Score
Score:
EXPECTATION:
Generally maintained critical path items of work and submittal dates (i.e., Public workshops, draft documents, public hearing, final documents, Bridge Development Report (BDR), Pond Siting Report (PSR), Bridge Hydraulic Report (BHR), Phase I, II, III, IV and Final, R/W maps, etc.) according to the baseline schedule unless a change was requested by the Department or a delay was caused by others.
Met the overall project schedule (i.e., Production Date, Location and Design Concept Acceptance (LDCA), etc.).
GENERAL PERFORMANCE RATING SCALE Instructions:
For each evaluation item below, please rate from 1 to 5 in accordance with the performance rating scale. Ratings in ½ point (0.5) increments between 1 and 5 are permitted. Do not rate an evaluation item if it is not applicable to this evaluation. Comments are required for all rating scores less than 3 and greater than 4 , but comments are encouraged for all evaluation items rated.
Project Submittals (70%)
FDOT Project Manager
SCHEDULE EVALUATION CRITERIA
Scores are REQUIRED for all sections. The TOTAL WEIGHTED SCORE will ONLY be shown once ALL sections are scored.
Consultant Contract # Project Title:
Prime Consultant Business Name:
**{See specific performance measure guidelines within each criteria item}**
Not RatedTOTAL WEIGHTED SCORE FOR ALL SCHEDULE CRITERIA:
This worksheet provides specific performance measure guidelines for the performance rating scale as it pertains to each criteria item in this evaluation area. This worksheet also serves as backup documentation for drafting and discussing the evaluations. The scores and comments must be transferred to the official evaluation within the FDOT Consultant Evaluation (CE) internal application:
Access to the internal CE application for inputting performance evaluations is restricted to FDOT Project Managers.
https://psice.dot.state.fl.us/
Performance Measure Guidelines Project Submittals far exceeded expectation (i.e., Met all critical dates and was able to significantly advance the project or make up delays due to others). Above expectations achieved with only minor assistance by FDOT.
Project Submittals often exceeded expectation (i.e., Met most critical dates, advanced submittal dates and provided the Department an opportunity to advance the project. Generally met the above expectations with some assistance by FDOT.
Project Submittals consistently achieved expectation. Above expectations achieved with expected assistance by FDOT.
Project Submittals sometimes achieved (i.e., Missed many submittal dates which impacted the project overall schedule due to consultant). Required substantial assistance by FDOT.
Project Submittals consistently did not achieve (i.e., Missed most submittal dates including overall schedule due to consultant).
Required significant assistance by FDOT.
Comments:
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STATE OF FLORIDA DEPARTMENT OF TRANSPORTATION
CONSULTANT SCHEDULE EVALUATION GUIDELINES WORKSHEET
Rev. 04/06/2022
B.
Score
Score:
Not Rated
EXPECTATION:
Provide thorough and timely schedule updates as directed by the district. Provide look-ahead for key upcoming tasks that need Department involvement. Offer suggestions to make up schedule delays caused by others. Readdress schedule due to Department and/or outside agency changes.
Status Reports/Schedule Updates (30%)
Status Reports/Schedule Updates often exceeded expectation. Always provided thorough and timely monthly schedule updates for all tasks as directed by the district. Generally provided look ahead for key upcoming tasks that need Department involvement. Generally offered suggestions to make up schedule delays caused by others when requested. Generally readdressed entire scheduling due to Department and/or outside agency changes. Above expectations achieved with some assistance by FDOT.
Performance Measure Guidelines Status Reports/Schedule Updates far exceeded expectation. Always provided thorough and timely monthly schedule updates for all tasks as directed by the district. Always provided look ahead for key upcoming tasks that need Department involvement.
Always offered suggestions to make up schedule delays caused by others. Always readdressed entire scheduling due to Department and/or outside agency changes. Above expectations achieved with only minor assistance by FDOT.
Status Reports/Schedule Updates consistently achieved expectation. Provided thorough and timely schedule updates for milestones as directed by the district. Generally provided look ahead for key upcoming tasks that need Department involvement. Offered suggestions to make up schedule delays caused by others when requested. Generally readdressed milestones due to Department and/or outside agency changes. Generally met the above expectations with expected assistance by FDOT.
Status Reports/Schedule Updates sometimes achieved expectation. Sometimes provided thorough and timely schedule updates for milestones as directed by the district. Occasionally provided look ahead for key upcoming tasks that need Department involvement. Rarely offered suggestions to make up schedule delays caused by others when requested. Occasionally readdressed milestones due to Department and/or outside agency changes. Required substantial assistance by FDOT.
Status Reports/Schedule Updates consistently did not achieve expectation. Rarely provided thorough and timely schedule updates for milestones as directed by the district. Rarely provided look ahead for key upcoming tasks that need Department involvement. Rarely offered suggestions to make up schedule delays caused by others when requested. Rarely readdressed milestones due to Department and/or outside agency changes. Required significant assistance by FDOT.
Comments:
Total Weighted Score:
Reminder: SCHEDULE evaluators are required to provide a rating score for each evaluation item.
Schedule Evaluation
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