Subcontractor Performance Review Template UK

SUBCONTRACTOR PERFORMANCE REVIEW & AUDIT RECORD (UK)

1. DOCUMENT CONTROL

• Effective Date: [DD/MM/YYYY]
• Document Version: 1.0
• Jurisdiction: England & Wales
• Scope: Performance Evaluation of Subcontracted Services

2. LEGAL NOTICE & DISCLAIMER

LEGAL NOTICE: This document constitutes a formal performance review record under the existing Subcontractor Agreement between the Parties. It does not supersede, amend, or waive any rights or obligations contained within the Primary Service Agreement (PSA) unless explicitly stated in a separate written Addendum. This document is provided for administrative and evaluative purposes and should be treated as Commercial-in-Confidence.

3. PARTIES & IDENTIFICATION

• Principal Contractor: [Full Legal Company Name], registered in England & Wales under company number [Number].
• Subcontractor: [Full Legal Name of Subcontractor], registered in England & Wales under company number [Number].
• Project Reference: [Project Name/Reference Number]
• Review Period: From [DD/MM/YYYY] to [DD/MM/YYYY]

4. OPERATIVE CLAUSES & EVALUATION CRITERIA

4.1. Performance Benchmarking

The Subcontractor shall be evaluated against the following Key Performance Indicators (KPIs) as defined in the Primary Service Agreement:

1. Compliance: Adherence to Health & Safety (CDM Regulations 2015), GDPR/Data Protection, and relevant industry standards.
2. Quality of Work: Alignment with technical specifications, snagging frequency, and defect resolution efficiency.
3. Programme/Timeliness: Adherence to project milestones, critical path requirements, and notice periods for delays.
4. Operational Conduct: Effectiveness of communication, responsiveness to instructions, and resource management.

4.2. Scoring Matrix

(Scale: 1 = Unsatisfactory; 3 = Meets Expectations; 5 = Exceeds Expectations)

• Compliance: [1-5]
• Quality of Deliverables: [1-5]
• Schedule Adherence: [1-5]
• Communications: [1-5]

4.3. Remediation & Improvement

In the event of an aggregate score of <3, the Subcontractor acknowledges the requirement to submit a Corrective Action Plan (CAP) within five (5) business days of this review. Failure to rectify performance issues may constitute a Material Breach under the Primary Service Agreement.

4.4. Dispute Resolution

Any disagreements regarding the content of this review must be submitted in writing to the Principal Contractor’s Contract Manager within seven (7) days of the review date, failing which the evaluation shall be deemed accepted as final.

5. SIGNATURES & ACKNOWLEDGMENT

FOR AND ON BEHALF OF THE PRINCIPAL CONTRACTOR: Signature: __________________________ Name: [Print Name] Title: [Title] Date: [DD/MM/YYYY]

FOR AND ON BEHALF OF THE SUBCONTRACTOR: Signature: __________________________ Name: [Print Name] Title: [Title] Date: [DD/MM/YYYY]

6. EXECUTION GUIDE

1. Preparation: Conduct the review meeting in the presence of the Subcontractor’s authorised representative. Ensure all supporting documentation (e.g., defect logs, site reports) is attached as an Appendix to this document.
2. Formalisation: Once completed, ensure both parties sign the document physically or via an e-signature platform compliant with the Electronic Communications Act 2000.
3. Record Keeping: File this document within the project audit trail. If the performance score is consistently low, escalate the document to the legal department to serve as evidence for potential termination or damages claims under the PSA.