C1.2 PSC3 Data by Employer
CONTRACT No.
(Insert at Contract Award)
Contract between
University of South Africa
(Reg. No 930008988)
and
[Insert at contract award]
(Reg No. _____________________)
for
Professional Services for the Replacement of Internal, Main and
Fire Services Water Supply Reticulation in the University of South
Africa, Muckleneuk Campus
Insert title of the services
Contents:
No of pages
Part 1
Agreements & Contract Data
16
Part 2
Pricing Data
4
Part 3
Scope of Work: The Scope
8
`
PART 1:AGREEMENTS & CONTRACT DATA
Document referenceTitleNo of pages
1.1
Form of Offer & Acceptance
3
1.2a
Contract Data provided by the Employer
11
1.2b
Contract Data provided by the Consultant
2
Contract4 of 22
Part 1: Agreements and Contract Data
PART 1.1 Form of offer and acceptance
Offer
The Employer, identified in the Acceptance signature block, has
solicited offers to enter into a contract for the procurement
of:
Professional Services for the Replacement of Internal, Main and
Fire Services Water Supply Reticulation in the University of South
Africa, Muckleneuk Campus
The tenderer, identified in the Offer signature block, has
either
examined the documents listed in the Tender Data and addenda
thereto as listed in the Returnable Schedules, and by submitting
this Offer has accepted the Conditions of Tender.
or
examined the draft contract as listed in the Acceptance section
and agreed to provide this Offer.
By the representative of the tenderer, deemed to be duly
authorised, signing this part of this Form of Offer and Acceptance
the tenderer offers to perform all of the obligations and
liabilities of the Consultant under the contract including
compliance with all its terms and conditions according to their
true intent and meaning for an amount to be determined in
accordance with the conditions of contract identified in the
Contract Data.
The offered total of the Prices exclusive of VAT is
Value Added Tax @ 14% is
The offered total of the Prices inclusive of VAT is
If Option E or G apply, for each offered total insert in
brackets, “(Not Applicable – Cost reimbursable)”
This Offer may be accepted by the Employer by signing the
Acceptance part of this Form of Offer and Acceptance and returning
one copy of this document including the Schedule of Deviations (if
any) to the tenderer before the end of the period of validity
stated in the Tender Data, or other period as agreed, whereupon the
tenderer becomes the party named as the Consultant in the
conditions of contract identified in the Contract Data.
Signature(s)
Name(s)
Capacity
For the tenderer:
Name & signature of witness
(Insert name and address of organisation)
Date
Acceptance
By signing this part of this Form of Offer and Acceptance, the
Employer identified below accepts the tenderer’s Offer. In
consideration thereof, the Employer shall pay the Consultant the
amount due in accordance with the conditions of contract identified
in the Contract Data. Acceptance of the tenderer’s Offer shall form
an agreement between the Employer and the tenderer upon the terms
and conditions contained in this agreement and in the contract that
is the subject of this agreement.
The terms of the contract are contained in:
Part C1Agreements and Contract Data, (which includes this Form
of Offer and Acceptance)
Part C2Pricing Data
Part C3Scope of Work: The Scope
and drawings and documents (or parts thereof), which may be
incorporated by reference into the above listed Parts.
Deviations from and amendments to the documents listed in the
Tender Data and any addenda thereto listed in the Returnable
Schedules as well as any changes to the terms of the Offer agreed
by the tenderer and the Employer during this process of offer and
acceptance, are contained in the Schedule of Deviations attached to
and forming part of this Form of Offer and Acceptance. No
amendments to or deviations from said documents are valid unless
contained in this Schedule.
The tenderer shall within two weeks of receiving a completed
copy of this agreement, including the Schedule of Deviations (if
any), contact the Employer’s agent (whose details are given in the
Contract Data) to arrange the delivery of any securities, bonds,
guarantees, proof of insurance and any other documentation to be
provided in terms of the conditions of contract identified in the
Contract Data at, or just after, the date this agreement comes into
effect. Failure to fulfil any of these obligations in accordance
with those terms shall constitute a repudiation of this
agreement.
Notwithstanding anything contained herein, this agreement comes
into effect on the date when the tenderer receives one fully
completed original copy of this document, including the Schedule of
Deviations (if any).
Signature(s)
Name(s)
Capacity
for the Employer
Name & signature of witness
(Insert name and address of organisation)
Date
Note: If a tenderer wishes to submit alternative tenders, use
another copy of this Form of Offer and Acceptance.
Schedule of Deviations
Note:
1. To be completed by the Employer prior to award of contract.
This part of the Offer & Acceptance would not be required if
the contract has been developed by negotiation between the Parties
and is not the result of a process of competitive tendering.
1. The extent of deviations from the tender documents issued by
the Employer prior to the tender closing date is limited to those
permitted in terms of the Conditions of Tender.
1. A tenderer’s covering letter must not be included in the
final contract document. Should any matter in such letter, which
constitutes a deviation as aforesaid be the subject of agreement
reached during the process of Offer and Acceptance, the outcome of
such agreement shall be recorded here and the final draft of the
contract documents shall be revised to incorporate the effect of
it.
No.
Subject
Details
1
2
3
4
5
6
7
By the duly authorised representatives signing this Schedule of
Deviations below, the Employer and the tenderer agree to and accept
this Schedule of Deviations as the only deviations from and
amendments to the documents listed in the Tender Data and any
addenda thereto listed in the Tender Schedules, as well as any
confirmation, clarification or changes to the terms of the Offer
agreed by the tenderer and the Employer during this process of
Offer and Acceptance.
It is expressly agreed that no other matter whether in writing,
oral communication or implied during the period between the issue
of the tender documents and the receipt by the tenderer of a
completed signed copy of this Form shall have any meaning or effect
in the contract between the parties arising from this
Agreement.
For the tenderer:
For the Employer
Signature
Name
Capacity
On behalf of
(Insert name and address of organisation)
(Insert name and address of organisation)
Name & signature of witness
Date
UNIVERSITY OF SOUTH AFRICA
CONTRACT NUMBER XXX
PROVISION OF PROJECT MANAGEMENT OFFICE
Part 1.2Contract Data
The Conditions of Contract are selected from the NEC3
Professional Services Contract (Third edition of June 2005 with
amendments June 2006 – see
www.neccontract.com/useful_downloads/NEC_Amendments_June_2006.asp)
published by the Institution of Civil Engineers, copies of which
may be obtained from Engineering Contract Strategies (telephone
011-803 3008)
Each item of data given below is cross-referenced to the clause
in the NEC3 Professional Services Contract which requires it.
Contract5 of 22
Part 1: Agreements and Contract Data
Part 1.2 (A) - Data provided by the Employer
1
General
The conditions of contract are the core clauses and the clauses
for main Option:
A: Priced contract with activity schedule
dispute resolution Option W1: Dispute resolution procedure
and secondary Options
X2:Changes in the law
X7:Delay damages
X9:Transfer of rights
X10: Employer’s Agent
X11: Termination by the Employer
X13: Performance Bond
X18: Limitation of liability
X20: Key performance indicators
Z:Additional conditions of contract
of the NEC3 Professional Services Contract June 2005 (with
amendments June 2006)
The project stages are:
project stage
Key deliverable at end of each stage as described in the Scope
and accepted by the Employer
No
Description
1
Project initiation
Strategic brief
2
Concept and Viability
Concept report
3
Design development
Design development report
4
Documentation and procurement
Completed production information
5
Construction
Construction works capable of being used by the Employer as
intended.
6
Close-out
Completed project contracts
10.1
The Employer is (Name): University of South Africa
Address: Preller Street, Muckleneuk Campus, Muckleneuk Ridge,
Pretoria
Tel No: +27 (0) 12 429 3111
11.2(9)
The services are Provision of Project Management office
11.2(10)
The following matters will be included in the Risk Register
Turn-around times for project roll-out
Potential protest action
Resistance from internal staff and Unions
11.2(11)
The Scope is in the document called Part 3: Scope of Work
12.2
The law of the contract is the law of the Republic of South
Africa subject to the jurisdiction of the Courts of South
Africa.
13.1
The language of this contract is English
13.3
The period for reply is 1 week
13.6
The period for retention is 5 years following Completion or
earlier termination.
2The Parties’ main responsibilities
25.2
The Employer provides access to the following persons, places
and things
access to
access date
1
Muckleneuk Campus
15 November 2019
2
Sites for capital projects
As and when required
3
Internal resources
November 2019
3Time
31.2
The starting date is 15 November 2019
11.2(3)
The completion date for the whole of the services is 31 October
2023.
11.2(6)
The key dates and the conditions to be met are:
Condition to be met
key date
1
Detailed Designs
06 December 2019
2
Procurement Documentation
15 December 2019
31.1
The Consultant is to submit a first programme for acceptance
within 1 weeks of the Contract Date.
32.2
The Consultant submits revised programmes at intervals no longer
than 4 weeks.
4Quality
40.2
The quality policy statement and quality plan are provided
within 1 weeks of the Contract Date.
41.1
The defects date is 52 weeks after Completion of the whole of
the services.
5Payment
50.1
The assessment interval is between 12:00 hours on the 25 day of
each successive month.
51.1
The period within which payments are made is 4 weeks.
51.2
The currency of this contract is the South African Rand
(ZAR).
51.5
The interest rate is 0% per annum above the prime lending rate
of the First National Bank.
6Compensation events
No data required for this section of the conditions of
contract.
7Rights to material
No data required for this section of the conditions of
contract.
8Indemnity, insurance and liability
81.1
The amounts of insurance and the periods for which the
Consultant maintains insurance are
Event
Cover
Period following Completion of the whole of the services or
earlier termination
failure by the Consultant to use the skill and care normally
used by professionals providing services similar to the
services
R 5 Million in respect of each claim, without limit to the
number of claims
3 Years
death of or bodily injury to a person (not an employee of the
Consultant) or loss of or damage to property resulting from an
action or failure to take action by the Consultant
R 5 Million in respect of each claim, without limit to the
number of claims
0 Years
death of or bodily injury to employees of the Consultant arising
out of and in the course of their employment in connection with
this contract
R1 Million in respect of each claim, without limit to the number
of claims
0 Years
81.1
The Employer provides the following insurances
None
82.1
The Consultant’s total liability to the Employer for all matters
arising under or in connection with this contract, other than the
excluded matters, is limited to R5 Million
9Termination
No data required for this section of the conditions of
contract.
10
Data for main Option clause
G
Term contract
21.4
The Consultant prepares forecasts of the total Time Charge and
expenses at intervals no longer than
4 weeks.
11
Data for Option W1
W1.1
The Adjudicator is the person selected by the Parties in terms
of the relevant Z Clause from the Panel of NEC Adjudicators set up
by the Joint Civils Division of the Institution of Civil Engineers
and the South African Institution of Civil Engineering (see
www.jointcivils.co.za).
W1.2(3)
The adjudicator nominating body is the Chairman of the Joint
Civils Division of the Institution of Civil Engineering and the
South African Institution of Civil Engineering (see
www.jointcivils.co.za).
W1.4(2)
The tribunal is Arbitration
W1.4(5)
The arbitration procedure is as set out in the Rules for the
Conduct of Arbitrations Fifth Edition 2005 published by the
Association of Arbitrators (Southern Africa)
.
The place where arbitration is to be held is Pretoria, Gauteng
Province
The person or organisation who will choose an arbitrator
if the Parties cannot agree a choice or
if the arbitration procedure does not state who selects an
arbitrator,
is the Chairman of the Association of Arbitrators (Southern
Africa)
12Data for secondary Option clauses
X2
Changes in the law
X2.1
The law of the project is the law of the Republic of South
Africa subject to the jurisdiction of the Courts of South
Africa.
X7
Delay damages
X7.1
Delay damages for late Completion of the whole of the services
are R 5 000.00 per day
X9
Transfer of rights
There is no reference to Contract Data in this Option and terms
in italics used in this Option are identified elsewhere in this
Contract Data.
X10
The Employer’s Agent
X10.1
The Employer’s Agent is
Name: Albert Mtsweni
Address +27 (0) 12 429 3546
The authority of the Employer’s Agent is Project Manager
X18
Limitation of liability
X18.1
The Consultant’s liability to the Employer for indirect or
consequential loss is limited to R 0.00
X18.2
The Consultant’s liability to the Employer for Defects that are
not found until after the defects date is limited to R 0.00
X18.3
The end of liability date is 5 years after Completion of the
whole of the services.
X20
Key Performance Indicators
X20.1
The incentive schedule for Key Performance Indicators is in the
document called Part 3: Scope of Work
X20.2
A report of performance against each Key Performance Indicator
is provided at intervals of 1 month
Z
Additional conditions of contract
The additional conditions of contract are
Z1
Tax invoices
The Consultant’s invoice.
Delete the first sentence of core clause 50.2 and replace
with:
Invoices submitted by the Consultant to the Employer include
· the details stated in the Scope to show how the amount due has
been assessed, and
· the details required by the Employer for a valid tax
invoice.
Delete the first sentence of core clause 51.1 and replace
by:
Each payment is made by the Employer within four weeks of
receiving the Consultant’s invoice showing the details which this
contract requires or, if a different period is stated in the
Contract Data, within the period stated.
Z2
Communications
Add to the end of the first sentence in core Clause 13.1:
“excluding communication by a communications protocol allowing
the interchange of short text messages between mobile telephone
devices and a store-and-forward method of writing, sending,
receiving and saving messages over the internet.”
Z3
Selection and appointment of the Adjudicator
A Party may at any time notify the other Party of the names of
two persons he has chosen from the Panel of NEC Adjudicators set up
by the Joint Civils Division of the Institution of Civil Engineers
and the South African Institution of Civil Engineering (see
www.jointcivils.co.za) whose availability to act as the Adjudicator
the notifying Party has confirmed. The other Party selects one of
the two persons chosen to be the Adjudicator within four days of
receiving the notice, failing which the person chosen by the
notifying Party will be the Adjudicator. The Parties appoint the
selected Adjudicator under the NEC3 Adjudicator’s Contract, June
2005.
Z4
Notification of a compensation event
Replace “eight weeks” in clause 61.3 with “four weeks”.
Contract10 of 22
Part 1: Agreements and Contract Data
Part 1.2 (B) - Data provided by the Consultant
[Instructions to the tendering consultant: (delete these notes
in the final draft of a contract)
1. The tendering consultant is advised to read both the NEC3
Professional Services Contract (June 2005) and the relevant parts
of its Guidance Notes (PSC3-GN)[footnoteRef:1] in order to
understand the implications of this Data which the tenderer is
required to complete. An example of the completed Data is provided
on pages 146 to 150 of the PSC3 Guidance Notes. The number of the
clause in the PSC3 which requires the data is shown in the left
hand column for each statement however other clauses may also use
the same data. [1: Available from Engineering Contract Strategies
Tel 011 803 3008 Fax 011 803 3009]
1. Whenever a cell is shaded in the left hand column it denotes
this data is optional and would be required in relation to the
option selected. The Employer should already have made the
selection and deleted the rows not required.
Completion of the data in full, according to Options chosen, is
essential to create a complete contract.
ClauseStatementData
10.1
The Consultant is (Name):
Address
Tel No.
Fax No.
22.1
The Consultant’s key persons are:
1Name:
Job:
Responsibilities:
Qualifications:
Experience:
2Name:
Job
Responsibilities:
Qualifications:
Experience:
Info.
CV's (and further key persons data including CVs) are appended
to Tender Schedule entitled .
11.2(3)
The completion date for the whole of the services is
11.2(10)
The following matters will be included in the Risk Register
11.2(13)
The staff rates are:
name/designation
rate
Refer to part 2.2
25.2
The Employer provides access to the following persons, places
and things
access to
access date
1
2
3
4
31.1
The programme identified in the Contract Data is
50.3
The expenses stated by the Consultant are
item
amount
1
2
3
4
5
8
A
Priced contract with activity schedule
11.2(14)
The activity schedule is in
11.2(18)
The tendered total of the Prices is
R (in figures)
(in words), excluding VAT
Contract11 of 22
Part 2: Pricing Data
Part 2: Pricing Data
PSC3 Option G
Document reference
Title
No of pages
2.1
Pricing instructions: Option G
2
2.2
Staff rates, expenses and the task schedule.
2
Part 2.1 Pricing instructions: Option A
2.1.1 General
2.1.1.1 The Consultant is paid under Option A (Activity
schedule) for the services on a lump sum basis where the work is
broken down into activities. Each activity in the Activity Schedule
is paid for as a lump sum. Only completed activities are assessed
for payment at each assessment date; no part payment is made if the
activity is not completed by the assessment date.
2.1.1.2 Expenses as provided for in the contract are paid in
addition to the total of the Prices for each completed activity at
each assessment interval.
2.1.1.3 The cost to the Consultant to Provide the Service is
included in, or spread across, the Prices for all activities. There
is no adjustment to the lump sum Activity Schedule price if the
amount, or quantity, of work within that activity later turns out
to be different to that which the Consultant estimated at the time
that the total of Prices are accepted by the Employer. The only
basis for a change to the Prices is as a result of a compensation
event. (See Clause 60.1)..2.1.1.4 If the Consultant has decided not
to identify or to price a particular activity, it will be assumed
that Consultant has included the cost to the Consultant of doing
the work within the other Prices in order to fulfil the obligation
to complete the service for the tendered total of the Prices.
2.1.1.5 The Consultant does not have to allow in his Prices for
matters that may arise as a result of a compensation event.
2.1.1.7 The Employer has identified the items that are to be
priced in the Activity Schedule.
2.1.1.7 The Consultant is required to identify the items that
are to be priced in the Activity Schedule.
2.1.1.8 The Prices in the Activity Schedule exclude VAT
2.2 Activity Schedule
[A] Summary of Professional Fees
Item
No.
Activity description
Price excluding VAT
1.
Project Leader
2.
Civil/Structural Engineer
3.
Quantity Surveyor
4.
SHEQ Specialists
5.
Land Surveyor
SUB-TOTAL EXCL VALUE ADDED TAX (VAT)
Value Added Tax (VAT) @ 15%
OFFERED AMOUNT (INCL. VAT)
[B] Activity Schedule for Professionals
Item
No.
Activity description
Price excluding VAT
1.
Project initiation
2.
Concept and Viability
3.
Design development
4.
Documentation and procurement
5.
Construction
6.
Close-out
SUB-TOTAL EXCL VALUE ADDED TAX (VAT)
Value Added Tax (VAT) @ 15%
OFFERED AMOUNT (INCL. VAT)
2.3 Staff rates
2.4 Expenses
Category
Description
Basis of expense, excluding VAT
Applicable parameter
Part 3: Scope of Work
Document reference
Title
3.1
Employer’s Scope
3.2
Consultant’s Scope (to be attached at contract award)
(insert at award stage or delete if not applicable)
2019 Tender Specification 19
part 3.1: Employer’s Scope
The proposed project involves the removal of the old water
reticulation network and replacement with a new reticulation
network of all current main water pipelines for the entire UNISA
Muckleneuk campus. These pipes have been in operation for more than
20 years and it is apparent that they have exceeded their design
lifecycle. There have been numerous undetected leaks and burst
pipes that have occurred frequently, which have resulted to
excessive water loss, inconvenience to UNISA community and high
maintenance costs.
In addition, the absence of the isolation valves within the
current water supply network and old pumps that are malfunctioning
requires to be repaired or replaced. All the above water defects
and challenges are affecting UNISA ‘s commitment to continuously
supply water without any disruptions.
In order to achieve this project, professional services are
required as there is no internal capacity. request for proposal
therefore seeks to invite suitably qualified service providers to
provide the University with Professional Engineering Services for
the Internal, Main and Fire Services Water Supply Reticulation in
the University of South Africa, Muckleneuk Campus.
Unisa requires the services of professional team with
engineering experience in projects of a similar nature for the work
package(s):
1. Removal and Replacement of existing main water supply
pipes
2. Removal and Replacement of existing internal water supply
pipes
3. Removal and Replacement of existing main fire water supply
pipes
The team will be required to conduct investigations / research,
advise and produce the designs and specifications for the
pipelines. The scope will therefore include conducting due
diligence research and compiling all relevant data acquired during
the scoping / investigation period and a statement of the
analytical work completed. The scope of services for the
professional team is therefore stage 1 to 6 of the project
lifecycle (Inception, Concept and viability, design development,
documentation and procurement, construction and close out) see
Annexure A. There are currently no as-built drawings for the water
reticulation network, therefore the consultants will be expected to
conduct their own due diligence of the existing network before
commencing with the designs and provide as-built drawings and all
operational manuals at close out.
The water reticulation designs shall be carried out in line with
the following SANS standards relevant to the plumbing industry:
· SANS 10252 Water Supply Installations for Buildings.
· SANS 10254 The Installation, Maintenance, Replacement and
Repair of Fixed Electronic Storage Water Heating Systems.
· SABS 10400 Code of Practice for the Application National
Building Regulations
Site information
The Muckleneuk campus is located in a built up area on Preller
Street, Groenkloof in Pretoria, Gauteng Province. The site is built
up with concrete paving. Given the age of the building, the
existing building structures include structural concrete and
therefore the services of a structural engineer (internal to the
buildings) and land surveyor (outside due to the variance in the
contours of the campus) may be required. The site information is
summarised as follows:
PACKAGE
CONDITIONS
Removal and Replacement of main water supply
The pipes are located inside concrete trenches that include
other services such as ICT and Electrical Services. The design
should therefore take into consideration alterations/methods to
separate pipework from the rest of the services.
Removal and Replacement of internal water supply
The pipes are located inside service shafts inside the
university buildings. The shafts have platforms on various levels
some of which are steel grating and some concrete. The designs
should therefore consider methods of making the shafts suitable for
maintenance purposes as some levels do not have platforms in
various buildings. The design should also consider
Removal and Replacement of main fire services water supply
The pipes are located inside concrete trenches that includes
other services such as ICT and Electrical Services. The design
should therefore take into consideration alterations/methods to
separate pipework from the rest of the services the services.
It is recommended that before submitting his/her tender, the
tenderer visit the site and satisfy himself as to the nature and
extent of the work to be done and the value of the materials
salvageable from the alterations. No claim for any variations of
the contract sum in respect of the nature and extent of the work or
of inferior or damaged materials will be entertained.
1.1. Performance management
The performance of the Contractor will be measured two-fold on a
regular basis to ensure:
1. That the UNISA’s strategic objectives and goals in relation
to the execution of the project are met
2. The effectiveness on the Contractor in:
a. Efficient utilisation of project resources and design
b. Accuracy and knowledge of the technical professional services
in the team
c. Impact and effectiveness of project controls to keep the
project on track
The following is the initial key performance metrics for
measuring the above and may be subject to change as and when it
becomes necessary in the execution of the scope of services.
Key Performance Areas (KPA) refers to the areas of performance
the professional and construction team are responsible for and the
Key Performance Indicators (KPI) refers to the measure of impact
and effectiveness of the controls in achieving the key objectives
of the project. The measure is the tool that will be used to
determine the effectiveness and impact. KPIs will include both
qualitative and quantitative indicators and targets will be agreed
with the successful service provider before the contract commences.
The rating scale will be as follows.
STANDARD RATING SCALE
5
Outstanding
Exceptional performance in all areas of responsibility. Planned
objectives were achieved well above the established standards and
accomplishments were achieved in unexpected areas.
4
Exceeds expectations
Consistently exceeds established standards in most areas of
responsibility. All requirements were met, and objectives were
achieved above the established standards.
3
Meets expectations
All job requirements were met, and planned objectives were
accomplished within established standards. There were no critical
areas where accomplishments were less than planned.
2
Needs improvement
Performance in one or more critical areas does not meet
expectations. Not all planned objectives were accomplished within
the established standards and some responsibilities were not
completely met.
1
Does not meet minimum standards
Does not meet minimum job requirements. Performance is
unacceptable. Responsibilities are not met, and important
objectives have not been accomplished. Needs immediate
improvement.
The KPI’s will form part of the contract terms and conditions in
order to the contractor’s performance. The Bidder is required to
provide a performance management plan detailing methodology and
approach to ensure that the proposed interventions and controls are
effective in meeting their obligations.
Key Performance Management Metrics
DISCIPLINE
KEY PERFORMANCE AREA (KPA)
KEY PERFORMANCE INDICATOR (KPI)
MEASURE
PROJECT MANAGER
Project Integration Management
1. Projects execution does not have a negative impact on the
operations or cause reputational damage to UNISA
1) Project execution plan
2) Stakeholder feedback
3) Project Interphase management plan
Project Scope Management
2. Scope is approved by the relevant authority and experts
3. The project is managed within the approved scope
4. Change control process is followed
1) The number and kind of change requests/variation orders
2) Project execution plan
3) Signed contracts
Project Resource Management
5. The project is running on time, within budget and the quality
according to industry regulations and standards
1) Project Execution plan
2) Project Status reports
Project Schedule Management
6. On target execution of projects against the plan project
baseline
1) Project execution plan
2) Project Status reports
3) Schedule performance index
Project Cost Management
7. On target execution of projects against the project
baseline
1) Project execution plan
2) Bills of Quantities (BoQ)
3) Project cost reports
4) Cost performance index
Project Risk Management
8. Risks identified, monitored and mitigated timeously
9. There are little to no project issues that are impeding on
progress
10. The project does not have a negative impact on UNISA’s
operations and reputation
1) Risk management plan
2) Project execution plan
3) Project status reports
4) Project cost reports
5) SHEQ reports
Project Communications Management
11. Accurate messaging is disseminated timeously, to the correct
stakeholders.
12. The hierarchy of communication and decision making is
clearly understood by all stakeholders
1) Communication plan
2) Communique sent out, response time to requests
3) Project status reports
Project Procurement Management
13. The relevant project approvals are obtained timeously
14. The correct procurement strategy was developed and
implemented
15. The correct/capable services providers, suppliers and/or
contractors are appointed for projects
16. Projects execution does not have a negative impact on the
operations or cause reputational damage to UNISA
1) Procurement strategy
2) Project execution plan
3) Project status reports
4) Minutes of approval authorities’ meetings
Project Stakeholder Management
17. Communication effectiveness
18. Stakeholders support projects,
19. Trust, respect in relationship with stakeholders
20. Conflicts mitigated on time
1) Project execution plan
2) Stakeholder management plan
3) Stakeholder feedback
4) Communication plan
5) Project status reports
DISCIPLINE
KEY PERFORMANCE AREA (KPA)
KEY PERFORMANCE INDICATOR (KPI)
MEASURE
PROFESSIONAL TEAM
Technical accuracy of deliverables and advice provided (time,
quality and cost)
1. Deliverables provided are aligned to industry standards/best
practice and constitute bankable business cases for projects
2. Little to no change requests/variations to the execution
plans (time, cost, quality)
3. Little to no change requests/variations to the project scope
of work
4. Deliverables are aligned to UNISA’s strategic objectives and
goals
5. Stakeholder satisfaction
6. Project execution cycle is appropriate for the required
turn-around time
1) Project execution plan
2) Stakeholder management plan
3) Stakeholder feedback
4) Communication plan
5) Project status reports
6) Close-out documentation
Project integration
7. Loss cost of deliverable changes
8. Project lifecycle turn-around time
9. Quality of deliverables
10. Communication and interaction between the professional team
and the stakeholders
11. Involvement of key stakeholder groups
1) The total percentage of change - Extent of rework
2) Percentage delay the project
3) Project status reports
4) Project execution plans
5) Stakeholder feedback
6) Communication plan
Stakeholder Management
12. Communication effectiveness
13. Stakeholders support to the project
14. Trust, respect in relationship with stakeholders
15. Conflicts mitigated on time
16. Shared organisational knowledge of problems/issues
1) Project execution plan
2) Stakeholder management plan
3) Stakeholder feedback
4) Communication plan
5) Project status reports
Statutory, regulatory, legal and institutional compliance
17. Number of non-compliance reports
18. Internal and external audit score rating
19. Number of strategic objectives met
20. Regulatory report creation cycle length
21. Turn-around time to implement new regulations, policies and
processes
1) UNISA Policies, Procedures and Process
2) Industry standards and regulations
3) Regulatory compliance expense per resource
4) Non-compliant change request percentage
5) Percentage of compliance issues handled correctly
6) External complaints per resource
7) Internal audits frequency
Innovation
22. The number of innovation solutions implemented
23. Potential impact of innovative solutions implemented (time,
cost, quality)
24. Risk aversion
25. Stakeholder satisfaction
1) Project execution plan
2) Stakeholder feedback
3) Project status reports
4) Close-out documentation
Contract21 of 223
Part 3: Scope of WorkContract Data: Part 3
`
CONTRACT No.
(Insert at Contract Award)
Contract between
University of South Africa
(Reg. No 930008988)
and
[Insert at
contract award
]
(Reg No. _______
__________
___
_)
for
Professional Services for the Replacement of
Internal, Main a
nd Fire Services Water Supply
Reticulation in the University of South Africa,
Muckleneuk Campus
Contents:
No of
pages
Part 1
Agreements & Contract Data
16
Part 2
Pricing Data
4
Part 3
Scope of Work: The Scope
8
`
CONTRACT No. (Insert at Contract Award)
Contract between
University of South Africa
(Reg. No 930008988)
and
[Insert at contract award]
(Reg No. _____________________)
for
Professional Services for the Replacement of
Internal, Main and Fire Services Water Supply
Reticulation in the University of South Africa,
Muckleneuk Campus
Contents:
No of
pages
Part 1 Agreements & Contract Data 16
Part 2 Pricing Data 4
Part 3 Scope of Work: The Scope 8