View Scheme - SCM0005

The Performance and Management Services Prequalification Scheme (P&MS Scheme) is the primary prequalification scheme adopted by NSW government agencies and other eligible buyers to acquire professional services, including consultancies, from a pool of prequalified vendors.

The P&MS Scheme offers the supporting administrative framework of standard commercial frameworks for business advisory services (BAS) and infrastructure advisory services.

The P&MS Scheme includes the following engagement types:

• Government & Business Strategy

• Business Processes

• Project Management

• Change Management

• Financial Services

• Audit, Quality Assurance and Risk

• Taxation

• Human Resources

• Procurement and Supply Chain

• Marketing and Customer

• Actuarial Service

• Transaction Services

• Telecommunications

• Specialised Services

• Infrastructure Services

There are sub-engagement types within the engagement types.

Please visit https://info.buy.nsw.gov.au/schemes/performance-and-management-services-scheme for more information about this scheme. 

The information displayed below is a read-only version of the application process. Please review and, when ready to apply for the scheme, click the Start application button above. 

Applicants should read and understand all Scheme documents before applying.

You need to answer all the questions in this online application and provide the information we request so we can assess your application.

If you don’t supply the information we need, we will not be able to assess your application properly or quickly.

*It is recommended that the applicant submit the application from a generic/ proxy email address (such as tenders@###.com) that the relevant people in your organisation will have access to. Tendering opportunities will typically be sent to the email address that submitted the application.

Base Level allows suppliers to be approved for low risk engagements valued at up to $50,000 including GST.

An eligibility assessment will be conducted.

Full Prequalification suppliers can be engaged under the Scheme with no value limit. The applicant should identify areas of expertise by nominating the engagement type/s it wishes to offer.

The applicant must provide evidence of either the firm's capabilities or the capabilities of its principal consultants. Experience within or outside of Australia is relevant, however the resources must be available to provide services in NSW.

A detailed evaluation will be conducted.

Terms and Conditions

Engagement Types
Standard Commercial Framework
Application guide for new applicants
Application guide to modify existing applications (current P&MS scheme suppliers)
Applicant Guidelines
Rate Card Template
Organisational Experience Template
Applicant Referee Report Template

The Applicant must identify its areas of substantial expertise by nominating the categories in which it is seeking prequalification.

1. Government and Business Strategy

• 1a. Strategy Development and Planning
  Strategy review, evaluation, development and advice. Setting the long-term vision for an organisation, function, department; Customer service/channel strategy development. Modelling and redesign; Service Evaluation. Corporate and shared services strategy. - Planning strategy implementation. (For Strategy Implementation -see Project Management 3A)
• 1b. Strategic Business Case
  Building the commercials and deliverables around a proposed strategy - Feasibility reports to test alternate hypotheses or compare strategies - Commercialisation of an operation to improve revenue generation - Preparing business cases
• 1c. Business Performance Reviews
  Cluster/Agency/Department effectiveness - Corporate / Cross functional departments effectiveness - Examine program appropriateness, effectiveness, efficiency and economy in single or across multiple agencies - High level organisational program and project performance
• 1d. Organisational Design / Transformation
  Designing a transformation framework for business improvement. (For Strategy Implementation see Project Management 3A) - Organisation structure advisory services (Organisation and Staff Capability see Human Resources 8A, and Training and Development – 14D) - Cluster / Agency/Department appropriateness and fit within an organisation - Cluster /Agency/ Department programme appropriateness - Total organisation and team structure review
• 1e. Business Intelligence
  Comprehensive market analysis and benchmarking - Identifying best industry practices domestically and internationally
• 1f. Cost Management
  Performance improvement frameworks / programmes, demand management program development, cost models, pricing models - Establishing base line financials, processes and ways of working to compare proposed changes or best practice
• 1g. Governance
  Advice on appropriate governance structures and their remit i.e. Boards and managing committees - Advice on Delegations of Authority levels, terms of reference, Information reporting structure - Program and project performance; performance improvement framework; service level agreements; benchmarking & best practice
• 1h. Policy Review / Development
  Review how policies are developed and established within an organisation - Examine the appropriateness of policy setting in an agency or cluster - Policy research quantitative/qualitative; Policy analysis

2. Business Processes

• 2a. Business Process Mapping / Re-engineering
  Mapping current processes and workflows - Business process review, gap analysis, evaluation and re-design. (For Finance Team Process Reviews see Financial Services Category 5C) - Business process outsourcing, feasibility and improvement strategies - Gateway reviews, advice and guidance on document development

3. Project Management

• 3a. Project Management
  Leading and managing projects using best practice tools, qualified staff and following recognised project management methodology - Project planning in advance of starting the project - Facilitation services (e.g. 'Lean', 'Agile', 'Design Thinking')

4. Change Management

• 4a. Change Management
  Management service provided when a significant change occurs within a Cluster/Agency/Department - Communication planning of a project or change to all stakeholders.

5. Financial Services

• 5a. Accounting Services
  Financial modelling and financial benchmarking - Budget/target setting, management, review - Data analytics. Identifying trends in large databases. Consolidating data from different sources - Spend optimisation review/management
• 5b. Accounting Standards
  Australian accounting standards advice. Interpretation, guidance, best practice application of standards - Reviewing compliance with recognised accounting principles
• 5c. Finance Process reviews
  Mapping current processes and workflows within finance teams and systems
• 5d. Asset Management
  Cash flow / balance sheets / working capital / asset management
• 5e. Valuations
  Valuation of balance sheets fixed assets e.g. property, stock, vehicles
• 5f. Financial / Economic Advisory Services
  Economic forecasts. Resource modelling; Value for money; Willingness to pay; Cost-benefit at a market level
• 5g. Forensic Advisory
  Forensic Accounting - IT Investigation and forensic financial Investigations

6. Audit, Quality Assurance and Risk

• 6a. Internal / External Audit
  Internal audits, compliance audits - Performance (operational audit). Examine factors leading to an agency not meeting budgetary or performance targets -Assessment of processes for internal management to improve efficiency - External Audit - General computer controls (including Information Systems Security)
• 6b. Risk Management
  Risk assessment and frameworks, identifying risk areas (e.g. PESTEL measures: Political, Economic, Social, Technology, Environmental, Legal) - Risk prioritisation and risk mitigation
• 6c. Probity Services
  Probity advisory, probity audits.

7. Taxation

• 7a. Goods and Services Tax (GST)
  Australian GST accounting standards advice. Interpretation, guidance, best practice application of standards
• 7b. Other Tax Services
  Australian general tax accounting standards advice. Interpretation, guidance, best practice application of standards

8. Human Resources

• 8a. Human Capital Management
  Workforce planning -- optimising the use of workforce, resource planning/allocation, identifying workforce skill groupings, shift and roster analysis - Employee performance management -- tools, techniques for managing performance - Specialist advice on the need for and design of HR processes and systems e.g. payroll systems, employee databases
• 8b. Culture
  Managing workplace relations. Understanding the requirements of legislation, managing risk or potential breaches - Cultural mapping and profiling, Employee engagement/climate surveys - Advice and support on how to manage staff affected by investigations.
• 8c. Work Health and Safety (WHS)
  Occupational health & safety advice and support. Tools and templates for monitoring and managing - Work Health and Safety Audits
• 8d. Remuneration
  Market salary benchmarks for skill grouping and/or grade - Remuneration package advice. Understanding payroll on costs e.g. payroll taxes, superannuation, leave loadings
• 8e. Retention
  Strategies and plans for retaining staff, minimising turnover - Market assessments of emerging areas of employee turnover risk
• 8f. Diversity
  Understanding diversity legislation, requirements. How to embrace / manage diversity needs.

9. Procurement and Supply Chain

• 9a. Procurement / Sourcing
  Strategic sourcing, tender development, operational support - High level specialist procurement expertise providing consulting advice - Commercial contract advice and reviews, contract management - Procurement analytics. Detailed spend analysis. Report insights and trends - Development of organisational key performance indicators (KPIs) for strategic, tactical and operational procurement - Negotiation strategy advice, support or participation in complex deals
• 9b. Category Management
  In depth market analysis - Supplier relationship / development and relevant tools - Data driven performance management - Establishment of key performance indicators (KPIs)
• 9c. Procurement Accreditation
  Procurement accreditation support to review an entity's capability and advise on improvements required to meet standards - Procurement accreditation conducted to confirm an entity has met target standards - Process improvements and appropriate tools.
• 9d. Supply Chain
  Logistics and supply chain management. Identifying efficiencies in the management and delivery of goods and services after they have been sourced - Comparison of alternative channels for moving product. Managing stock levels. Safe delivery of goods. Mitigating risk.

10. Marketing and Customer

• 10a. Market Research
  Market surveys, focus groups, research projects - Independent verifiers, mystery shoppers
• 10b. Customer / Customer Experience
  Methodology and techniques for understanding the customer -Customer satisfaction measures, continuous improvement - Customer satisfaction surveys. Net promoter score assessments
• 10c. Pricing
  Benchmarking e.g. the competitiveness of any service offered by government - Pricing Advice on Goods and Services (For Detailed Modelling see - Cost Management 1F)

11. Actuarial Services

• 11a. Actuarial Services
  Financial risk modelling and forecasting - Assessing and planning for the impact and management of Financial risk

12. Transaction Services

• 12a. Transaction Services
  Investigation of an organisation prior to a Merger, Acquisition (M&A) or Sale - Advisory services for M&A or Sale - Transaction implementation for M&A or Sale

14. Specialised Services

• 14a. Crisis Management
  Developing, reviewing and testing Business Continuity Plans and Crisis Management Plans
• 14b. Environmental Impact Assessment
  Environmental Impact Assessment
• 14c. Fraud and Corruption Investigation
  Corruption and fraud Investigation (For People Management see Culture 8B) - Conduct and performance Investigation; Grievance (including Discrimination & Harassment) - Fraud control review; corruption prevention review
• 14d. Training and Development
  Training programs, leadership courses, skills development - Capability reviews, assessment and development programmes - Knowledge management advice and support
• 14e. Internal Communications
  Strategic and corporate communications to internal/agency staff - Developing speeches and presentations for internal use
• 14f. External Communications
  Public Relations (PR) agencies helping to manage organisational reputation with the external media or general public - Reviewing and developing public relations strategies and planning - Risk mitigation and developing responses – communication plans for the management of issues - Developing speeches and presentations for external use
• 14g. Event Management
  Identifying and sourcing suitable locations and facilities - Providing marketing content, production, lighting, audio/video, MC services (master of ceremony speeches)
• 14h. Service Delivery
  Channels and access operation; Service support systems; Customer relationship management and Complaint/compliments systems - Service Implementation and delivery

15. Infrastructure

• 15a. Strategy and Planning
  Financial and investment strategies; urban development; commercial property; Public/Private partnership strategy; environmentally sustainable development strategy; resource management; project definition; development and packaging
• 15b. Risk
  Risk assessment and management; construction risk and due diligence
• 15c. Major Project Procurement / Delivery and Project Management
  Planning and process analysis; Procurement review; Supply chain review; Strategic sourcing; Project leadership and governance and project assurance.
• 15d. Contracting
  Contract (Commercial Terms only); Contract negotiations and Contract administration
• 15e. Communication
  Stakeholder engagement and Communication/technical writing; issues management.

The Applicant must answer the following questions based on the prequalification type they are applying for

The Applicant must answer the following questions based on the prequalification type they are applying for