PSM_-_Contractor_Annual_Audit_Form.pdf

This is a Contractor Annual Audit Form issued by the City of Lakeland's Risk Management and Purchasing Department for use in evaluating contractor performance on projects. The form serves as an assessment tool to audit contractors' compliance with established safety and operational standards throughout the contract period. The document requests basic project information including the contractor name, date of audit, project title, and project location, followed by a structured audit checklist that evaluates contractors across multiple performance categories. One visible audit item references EMR (Experience Modification Rate), a key metric for assessing contractor safety performance and insurance history. The form appears designed as a standardized document to be completed for each contractor engaged by the City on an annual basis to ensure ongoing compliance with contractual obligations and safety requirements.

The audit form does not establish pricing terms, funding sources, or contract award information, as it functions as a post-award performance evaluation tool rather than a solicitation document. This form would be utilized during the execution phase of contracts, such as the Taxiway A Holding Bay construction project at Lakeland Linder International Airport, to verify that awarded contractors maintain appropriate insurance coverage, safety records, and other performance standards throughout the contract term. The form's purpose is to document contractor compliance findings and any comments related to identified deficiencies or areas of concern, enabling the City to maintain quality control and risk management oversight of its contracted services and construction projects.