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Consultancy Contract Template - Excel

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Consultancy Contract Template - Excel Powered By Docstoc
					                                  SUPPLIER PERFORMANCE
                                      (completed by client)
stage       performance       Supplier performance measure               guidance criteria                                                                                                                                                    Score   Comments (must be completed)
            heading                                                      0 = Unacceptable, no critera met                                                                                                                                     (0-5)
                                                                         1 = Poor, few criteria met
                                                                         2 = Satisfactory with some weaknesses, most criteria met
                                                                         3 = Satisfactory with some strengths, all criteria met
                                                                         4 = Good, all criteria met & some examples of best practice approach and outcome
                                                                         5 = Excellent, all criteria exceeded & demonstrate best practice approach and outcome
Identify &   Requirement      Supplier has the necessary           the consultant has a good knowledge of the client and subject - client expectations of supplier expertise are met
create value                  understanding and expertise to
                              meet client expectations.
                              Supplier's proposal is comprehensive proposal includes a benefits realisation plan - proposal does not extend scope and addresses the client's key requirements - proposal provides a solution
                              and focuses on delivering value.     that is sustainable and relevant to the particular client

                              Supplier participates effectively in the   supplier meets procurement timelines - supplier ensures that procurement is engaged at the right time in the process - the right channels are used - supplier
                              procurement process.                       does not work without a PO / procurement sign off - no need for retrospective contracting
                              Supplier identifies opportunity for        supplier demonstrates innovation in approach to delivering the outcomes - supplier is proactive in identifying opportunities to join up cross-dept activity -
                              innovation and added value.                supplier takes the opportunity to constructively challenge the client's assumptions & expectations
            Commercial        Payment is linked to benefit delivery      different payment structures suggested in proposal

                              Supplier is open and proactive in          efforts made to minimise expenses - prices are in line with market expectations - supplier is open in explaining price breakdown and working with the client
                              optimising costs                           to identify opportunities to reduce cost - invoices provided in line with client requirements
                              Supplier is proactive in identiying and    supplier is proactive in identifying and allocating risk ownership - supplier supports client in assigning and managing risks - supplier is proactive in assessing
                              managing risks                             impact of risks through the project and raising issues as appropriate
Deliver     Engagement &      Supplier engagement with the client        supplier uses the right channels within the department - client is able to distinguish between business development activity/roles and delivery activity/role -
value       relationship      is appropriate and focused on              supplier does not exploit its position within the department
                              assignment delivery
                              Supplier establishes effective working     supplier integrates well with department staff - supplier is flexible in its approach the department - demonstrates a knowledge of client culture - manages
                              relationships with the client              engagement issues well and does not let them impact on delivery - supplier builds good relationships with internal staff in both customer and commercial
                                                                         teams - supplier does not take advantage of position within the department
            Project           Supplier resources are deployed in         consultant staff are consistent throughout the duration of their role on the project - the supplier explains how project team has been put together to deliver
            management        the right way to deliver value.            the requirement - resource requirement remains in line with that included in the proposal - focus on delivery is maintained throughout the assignment -
                                                                         supplier demonstrates value of wider organisational resource over and above individual clients
                              Roles and responsibilities of              supplier provides clarity as to the roles and responsibilities of each consultant engaged
                              consultant team are clear
                              Supplier governance and project            lead consultant was clearly identified - issues were raised as soon as possible and solutions offered - delivery plan was developed and agreed with the
                              management is effective in ensuring        client at the outset - progress against milestones was reported regularly and in line with client requirements - client satisfaction with delivery was monitored
                              the assignment is successful               by the supplier

                              Orignal scoping was robust                 the scope and resource requirement remained in line with initial proposal - initial proposal was accurate and did not need to be amended
                              Benefit delivery is effectively planned    benefit realisation plan adhered to
                              and managed
Measure     Value for Money   Delivery on time (% variance +/-)          as per business case & supplier proposal
value                         Delivery on budget (% variance +/-)        as per business case & supplier proposal
                              VFM (% achieved)                           to what extent were the benefits - as outlined in the business case and specification - delivered
            Skills transfer   Skills transfer                            supplier identified opportunities for skills and knowledge transfer - supplier delivered transfer within original time and budget
            Exit strategy     project closure                            supplier reflected exit strategy requirements in their proposal - the project was closed off with no outstanding dependencies
            lessons learned   what could the client have done
                              better?
                              what could the supplier have done
                              better?
                                    CLIENT PERFORMANCE
                                     (completed by supplier)
stage       performance       Client performance measure               guidance criteria                                                                                                                                                  Score   Comments (must be completed)
            heading                                                    0 = Unacceptable, no critera met                                                                                                                                   (0-5)
                                                                       1 = Poor, few criteria met
                                                                       2 = Satisfactory with some weaknesses, most criteria met
                                                                       3 = Satisfactory with some strengths, all criteria met
                                                                       4 = Good, all criteria met & some examples of best practice approach and outcome
                                                                       5 = Excellent, all criteria exceeded & demonstrate best practice approach and outcome
Identify &   Requirement      Consultancy assignment is supported      client shares relevant elements of the business case with the supplier - the link between the assignment and wider business objectives in clear - expected
create value                  by a robust Business case                benefits are clearly defined and means of measurement is identified - business case is used as a reference point throughout the assignment

                              Specification is outcome based and       specification is outcome based and includes means of measuring delivery and success - client has a good understanding of their requirement and has
                              enables suppliers to respond with a      communicated it clearly - client expectations of consultancy support are clear
                              VFM proposal
                              Procurement approach supports the       the appropriate procurement route has been used (framework etc) - procurement timescales enable a suppliers to respond in full - procurement
                              delivery of a VFM solution              documentation is succinct - the right questions are asked and all information requested is used - where available standard templates are used - evaluation
                                                                      criteria are clear
                              Client is open to, and supporting of,   client is open to innovative suggestions and approaches & reponds positively to constructive challenge- client allows flexibility in suppliers' proposal and
                              supplier innovation in delivering value considers alternative solutions - early engagement of supplier community by client

            Commercial        Payment is linked to benefit delivery client is open to incentivisation approaches and able to provide data to support this

                              Client demonstrates good                 client demonstrates an understanding of commerical issues and contract terms are appropriate (liability, IPR) - client manages support from internal
                              commercial understanding                 functions to ensure efficient resolution of commercial issues - client understands buisness needs - invoices paid on time
                              Client understands and manages           client understands risk profile and is able to allocate risk to the party best able to manage it - risks are managed on an ongoing basis and mitigating action
                              risks effectively                        taken as soon as possible
Deliver     Engagement &      Client ensures that departmental         client ensures that the supplier has access to department staff as and when needed - client communicates need for engagement with the supplier to the
value       relationship      engagement is with the supplier is       wider department
                              effective
                              Client establishes effective working     client provides information in a timely manner - questions are answered as fully as possible - client staff work with the supplier in a constructive manner -
                              relationships with the supplier          client does not take advantage of supplier in its role as customer
            Project           client ensures that the internal         client ensured that the right quality and quantity of internal resource was available at the right time - client managed wider business engagement and
            management        resources are available at the right     participation as needed
                              place and time to support benefit
                              delivery
                              Roles and responsibilities of client     client provides clarity as to the roles and responsibilities of internal staff
                              team are clear
                              Client governance and project            client identified a clear owner for the assignment - the decision making process within the client organisation was clear and decisions were made and
                              management is effective in ensuring      communicated in a timely manner - issues and concerns with supplier performance were raised in a timely fashion and resolved in an open and constructive
                              the assignment is successful             way - communication and reporting requirements were clarified at the outset and compliance was monitored

                              Changes to the assignment are            client specification was suitable and did not require change during the project - where changes were needed an assessment of the benefit and impact on
                              limited and well managed by the client   the overall project was done - all changes could be linked to improved delivery of project and wider business objectives
                              where necessary.
                              client monitors benefit delivery         client identified delivery milestones in specification and measured compliance
                              against agreed plan.
Measure     Value for Money   delivery of client obligations on time   as per business case and client roles & responsibilities
value                         good client budget management            as per business case and specification
                              VFM                                      to what extent were the final benefits required the same as those identified at the outset?
            Skills transfer   Skills transfer                          client considered opportunities for skills transfer in specification - skills transfer requirements and the means of delivert were clearly communicated - client
                                                                       made the right staff available to receive transfer - skills transfer was written into client's objectives
            Exit strategy     project closure                          client included exit strategy in their specification - client adhered to exit strategy and project met closure requirements
            lessons learned   what could the client have done
                              better?
                              what could the supplier have done
                              better?

				
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Description: Consultancy Contract Template document sample