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Department of Finance, Services and Innovation - Managed (Tenders) / Prequalification Scheme: Performance and Management Services - SCM0005

Scheme ID SCM0005
Starts 19-Feb-2012
Ends 19-Feb-2019
RFT Publish Date 19-Feb-2012
RFT Close Date & Time
19-Feb-2019 11:45pm
ABN Required Yes
 
RFT Type Scheme Invitation
Agency NSW Procurement
Category Management and Business Professionals and Administrative Services

Contact Person
NSWP Client Support Centre
Phone: 1800 679 289
NSWBuy@finance.nsw.gov.au

Scheme Details

The Performance and Management Services scheme offers a panel of service providers to assist NSW Government agencies in engaging external consultancy services.

The Performance and Management Services Scheme covers consultancy services in the following capability groups:

  • Performance Reviews
  • Infrastructure
  • Service Delivery
  • Organisational Capacity
  • General Technical Expertise
  • Information and Communication Technology (ICT) Capital Investment Process Services
There are a number of capabilities listed within each of the above capability groups.

Start application

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.

Vendor Instruction

Applicants should read and understand the Scheme Conditions and the Guidelines for Applicants prior to submitting an application.
 
Documents' and information on the Performance and Management Services Scheme are available at

Prequalification Types

Easy Access Registration List (EARL)

This is the basic registration process which allows vendors to register and be approved for engagements valued at up to $50,000 including GST.

Please note: If applying for the Easy Access Registration List the terms and conditions that apply are the "EARL Rules".

Full Prequalification

This is the full prequalification process which allows vendors to apply to be prequalified to conduct engagements under the Scheme with no value limit. The applicant should identify areas of expertise by nominating the capabilities it wishes to offer Government.

The applicant may provide evidence of either the firm's capabilities or the capabilities of its principal consultants. Experience within or outside of Australia is relevant.

A detailed capability assessment will be conducted.

Please ensure the current version of the referee report template is used (current template can be downloaded from the Applicants Referee Reports section.  

Please note: If applying for full prequalification the terms and conditions that apply are the "Scheme Conditions".


Documents

Terms and Conditions

Capabilities

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

1 - PERFORMANCE REVIEW
  • 1a. AGENCY AND PROGRAM REVIEWS
    Examine agency appropriateness, effectiveness, efficiency and economy, including strategic and operational elements. Examine program appropriateness, effectiveness, efficiency and economy in single or across multiple agencies. Examine factors leading to an agency not meeting budgetary or performance targets (eg State Plan). Examine agency appropriateness and effectiveness in terms of strategic directions, leadership and structure. Examine a cross cutting function of government in all or a cluster of agencies such as recruitment, internal audit.
  • 1b. POLICY/STRATEGY REVIEWS
    Examine the appropriateness of policy setting in an agency or policy cluster.
2 - INFRASTRUCTURE
  • 2a. 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.
  • 2b. RISK
    Infrastructure risk assessment and management; construction risk; due diligence.
  • 2c. MAJOR PROJECT PROCUREMENT: DELIVERY AND PROJECT MANAGEMENT
    Infrastructure planning and process analysis; procurement review; supply chain review; strategic sourcing. Including Project leadership and governance; project assurance.
  • 2d. CONTRACTING
    Contract (Commercial Terms) negotiations and Contract administration
  • 2e. COMMUNICATION
    Stakeholder engagement; communication/technical writing.
3 - SERVICE DELIVERY
  • 3a. SERVICE IMPLEMENTATION
    Channels and access operation; service support systems; customer relationship management; complaint/compliments systems.
4 - ORGANISATIONAL CAPACITY
  • 4a. CORPORATE AND BUSINESS STRATEGY AND PLANNING
    Strategic planning and development; corporate and shared services strategy; cultural mapping and profiling; customer service/channel strategy; information management; strategy facilitation and change management; business continuity; disaster recovery. Customer/market research; service strategy development; service modeling; costing/pricing; demand management; commercialisation. Indicators design; customer satisfaction; continuous improvement. Service evaluation; service re-design. Governance. Program and project performance; performance improvement framework; service level agreements; benchmarking & best practice.
  • 4b. HUMAN RESOURCES
    Workforce planning; human resources processes and systems; workplace relations; training and development; knowledge management; employee performance management; climate surveys; occupational health and safety.
  • 4c. OFFICE SERVICES
    Business and administration support systems; records management; correspondence management.
  • 4d. AUDIT & ASSURANCE SERVICES
    Internal audit; performance (operational audit); financial audit; compliance audit; general computer controls (including Information Systems Security); probity; strategic reviews; risk assessment & review; fraud control review; corruption prevention review; preparation and conduct internal audit plans & programs. *Specific Requirement for 4d: Within the "Organisational Details" section, applicants should define the type of Audit and Assurance Services the organisation provides (from the above list or other types of services), and if applicable upload relevant certification (to confirm compliance with professional standards) from appropriate recognised professional bodies such as Institute of Chartered Accountants Australia (ICAA); CPA Australia (CPAA); Institute of Internal Auditors (IIA); Information Systems Audit & Control Association (ISACA)*.
  • 4e. INVESTIGATION SERVICES
    Fraud investigation; corruption investigation; conduct & performance investigation; grievance (including discrimination & harassment) investigation; forensic accounting; forensic IT investigation; forensic financial investigation. *Specific Requirement for 4e: Within the "Organisational Details" section, applicants should define the type of Investigation Services the organisation provides (from the above list or other types of services), and if applicable, upload appropriate master licenses or individual licenses for investigative activity such as Commercial Agent or Private Inquiry Agent (CAPI); license from NSW Police Force (or equivalent)*.
  • 4f. AGENCY PROCUREMENT ASSESSMENT (GOODS AND SERVICES)
    Development and application of whole of organisation procurement capability reviews of personnel, processes and tools including high level specialist procurement expertise and experience including development of organisational KPIs (metrics) for strategic, tactical and operational procurement.
  • 4g. BOARD AND COMMITTEES MEMBERSHIP APPOINTMENT ADVISORY SERVICES
    Appointment advice to NSW Boards and Committees; search assistance.
5 - GENERAL TECHNICAL EXPERTISE
  • 5a. BUSINESS CASES DEVELOPMENT
    Business cases development.
  • 5b. BUSINESS PROCESS IMPROVEMENT
    Process mapping; business performance management; operational performance management; software application performance management; business process re-engineering.
  • 5c. COMMUNICATION
    Corporate communication; strategic communication; issues management; media and public relations; event management.
  • 5d. PROCUREMENT
    Category Management, Strategic Sourcing, Tender development, Procurement Analytics and Analysis, logistics and supply chain strategy.
  • 5e. ISSUES MANAGEMENT
    Issues Management
  • 5f. ASSET MANAGEMENT
    Asset Management; intellectual property.
  • 5g. FINANCIAL AND BUDGET MANAGEMENT
    Financial modeling; financial benchmarking. Transaction management; accounting; taxation advice. Spend optimisation review & management; critical path assessment.
  • 5h. ECONOMIC ANALYSIS
    Resource modeling; value for money; willingness to pay; cost-benefit; benchmarking & best practice assessment; goal, process and outcome evaluation.
  • 5i. ENVIRONMENT IMPACT ASSESSMENT
    Environment Impact Assessment
  • 5j. POLICY DEVELOPMENT
    Research - quantitative/qualitative; policy analysis; stakeholder engagement/management; consultation/facilitation.
  • 5k. PROJECT GOVERNANCE AND MANAGEMENT
    Project Governance and Management
6 - ICT CAPITAL INVESTMENT SERVICES
  • 6a. Project Assurance Advisors: ICT STRATEGIC PLANS AND BUSINESS CASES & Project Quality Assurance Reporting Services
    ICT Strategic plans, business cases and project assurance reporting services

Easy Access Registration List (EARL) Questionnaire

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

A - Organisation Details

Additional details of your organisation.

1 - Type of Organisation *
Please select the type of your organisation.
2 - Professional Details

Please define the type of Audit and Assurance Services and/or Investigation Services the organisation provides, including details of relevant professional qualifications, registrations and/or accreditations. Only required for Audit and Assurance Services and Investigation Services (where applicable).

Response Type: Free Text
Audit and Assurance Services

If applicable, please upload relevant certification (to confirm compliance with professional standards) from appropriate recognised professional bodies such as the Institute of Chartered Accountants Australia (ICAA); CPA Australia (CPAA); Institute of Internal Auditors (IIA); Information Systems Audit and Control Association (ISACA).

Response Type: Upload
Investigation Services

If applicable, please upload relevant master license or individual license for investigative activity such as Commercial Agent or Private Inquiry Agent (CAPI) license from the NSW Police Force (or equivalent).

Response Type: Upload

B - Company Profile

Company profile of your organisation.

Company Profile *

Please provide your company profile as an attachment.

Response Type: Upload

C - Insurances

Applicants are required to maintain policies of insurance for Public Liability and Workers' Compensation where required by law.

Professional Indemnity Insurance is not mandatory but may be required for some engagements. The adequacy of the insurance coverage to meet the risk and any monetary limit that is set for the nature of an engagement will be determined by agencies at the time the service provider is engaged.

1 - Insurances

Please tick the appropriate box to declare that your organisation maintains appropriate insurances.

2 - Public Liability Insurance

Please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date
3 - Workers' Compensation Insurance

Please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date
4 - Professional Indemnity Insurance

If applicable, please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date

D - Organisational Experience

In order to provide useful information to Agencies, you are invited to provide details of business experience in your nominated Capabilities. 

If your organisation is new and has no corporate history you may include details of the experience of principal consultants within your firm. Experience within or outside of Australia is relevant.

Organisational Experience

Please use the attached template to provide your relevant engagement details in the last three (3) years.

Template for Organisational Experience

Response Type: Upload

E - Rates/Costs of Services

a - Hourly Rates *

Please use the attached spreadsheet to provide the hourly rate details for the type of service and personnel.

Note: It is expected that each engagement will reflect competitive rates for the particular task and the nature and extent of the services to be provided at that time.

Template for Hourly Rates

Response Type: Upload
b - Costing Basis

Do you propose to cost out all work on a time-spent basis? If not, please specify the charges for work which would be costed out on a different basis.

Response Type: Free Text
c - Disbursements and Charges

Please provide details of any proposed disbursements charges such as photocopying, facsimile, delivery, telephone, searching fees, transport and couriers.

Response Type: Free Text
d - Waiting and Travelling Time

Do you propose to charge for time spent waiting or travelling? If yes, on what basis?

Response Type: Free Text
e - Alternative Costing Proposals

Do you propose any other costing system which you believe might be advantageous for engaging agencies to consider? If so, please provide the full details.

Response Type: Free Text
f - Settlement Discounts

The Government's normal Terms of Payments are within 30 days of the receipt of a properly rendered invoice. Please indicate the settlement discount offered e.g. ____% for payment within 14 days from the date of receipt of invoice, or ____% for payment within ____ Days from the date of receipt of invoice. If this condition is not completed, the prices offered will be deemed to be in accordance with the Government's normal Terms of Payment.

Response Type: Free Text

Applicant Declaration

Authorised Representative

Applicant Declaration *

I am authorised to submit this application for and on behalf of the applicant and in doing so warrant that it is financially solvent and the information provided is true and correct.

The applicant declaration is confirmed by the applicant's authorised representative. *

Please provide full name, contact telephone number and email address of the applicant's authorised representative

Response Type: Free Text
Legal Proceedings / ICAC Investigations

If applicable, please advise whether the organisation has been at any time during the last five years the subject of any or any pending legal proceedings or Independent Commission Against Corruption (ICAC) investigations.

If relevant please provide details below.

Response Type: Free Text

Full Prequalification Questionnaire

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

A - Organisation Details

Additional details of your organisation.

1 - Type of Organisation *
Please select the type of your organisation.
2 - Professional Details

Please define the type of Audit and Assurance Services and/or Investigation Services the organisation provides, including details of relevant professional qualifications, registrations and/or accreditations. Only required for Audit and Assurance Services and Investigation Services (where applicable).

Response Type: Free Text
Audit and Assurance Services

If applicable, please upload relevant certification (to confirm compliance with professional standards) from appropriate recognised professional bodies such as the Institute of Chartered Accountants Australia (ICAA); CPA Australia (CPAA); Institute of Internal Auditors (IIA); Information Systems Audit and Control Association (ISACA).

Response Type: Upload
Investigation Services

If applicable, please upload relevant master license or individual license for investigative activity such as Commercial Agent or Private Inquiry Agent (CAPI) license from the NSW Police Force (or equivalent).

Response Type: Upload

B - General Requirements

Our expectation is that you can demonstrate capability and experience in all of the following

1 - Well developed project leadership; planning and management skills. *

Please provide a brief statement supporting your capability and experience.

Response Type: Free Text
2 - Ability to provide high level strategic advice. *

Please provide a brief statement supporting your capability and experience.

Response Type: Free Text
3 - Good understanding of contemporary approaches to public sector administration and reform. *

If assigned you will need to make your organisation familiar with contemporary approaches to public sector administration and reform.

Please provide a brief statement supporting your capability and experience.

Response Type: Free Text

C - Company Profile

Company profile of your organisation.

Company Profile *

Please provide your company profile as an attachment.

Response Type: Upload

D - Insurances

Applicants are required to maintain policies of insurance for Public Liability and Workers' Compensation where required by law.

Professional Indemnity Insurance is not mandatory but may be required for some engagements. The adequacy of insurance coverage to meet the risk and any monetary limit that is set for the nature of an engagement will be determined by agencies at the time the service provider is engaged.

1 - Insurances

Please tick the appropriate box to declare that your organisation maintains appropriate insurances.

2 - Public Liability Insurance

Please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date
3 - Workers' Compensation Insurance

Please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date
4 - Professional Indemnity Insurance

If applicable, please specify the Insurance expiry date. This information will be made available to Agencies.

Response Type: Date

E - Organisational Experience

In order to provide useful information to Agencies you are invited to provide details of business experience in the nominated Capabilities.

If your organisation is new and has no corporate history you may include details of the experience of principal consultants within your organisation. Experience within or outside of Australia is relevant.

Organisational Experience *

Please use the attached template to provide your relevant engagement details in the last three (3) years.

Template for Organisational Experience

Response Type: Upload

F - Rates/Costs of Services

a - Hourly Rates *

Please use the attached spreadsheet to provide the hourly rate details for type of service and personnel.

Note: It is expected that each engagement will reflect competitive rates for the particular task and the nature and extent of the services to be provided at that time.

Template for Hourly Rates

Response Type: Upload
b - Costing Basis *

Do you propose to cost out all work on a time-spent basis? If not, please specify the charges for work which would be costed out on a different basis.

Response Type: Free Text
c - Disbursements and Charges *

Please provide details of any proposed disbursements charges such as photocopying, facsimile, delivery, telephone, searching fees, transport and couriers.

Response Type: Free Text
d - Waiting and Travelling Time *

Do you propose to charge for time spent waiting or travelling? If yes, on what basis?

Response Type: Free Text
e - Alternative Costing Proposals *

Do you propose any other costing system which you believe might be advantageous for engaging agencies to consider? If so, please provide the full details.

Response Type: Free Text
f - Settlement Discounts *

The Government's normal Terms of Payments are within 30 days of the receipt of a properly rendered invoice. Please indicate the settlement discount offered e.g. ____% for payment within 14 days from the date of receipt of invoice, or ____% for payment within ____ Days from the date of receipt of invoice. If this condition is not completed, the prices offered will be deemed to be in accordance with the Government's normal Terms of Payment.

Response Type: Free Text

G - Applicant Referee Reports

Referee reports are used to assess whether the Applicant has demonstrated experience in relation to the Capabilities nominated within their application to join the Scheme.

  • Applicants are required to provide at least three (3) signed Referee Reports.
  • Engagements should have been completed in the last three years, onging engagements will be considered on a case by case basis.
  • The Referee Report should relate to the Capabilities nominated by the Applicant within the Nominated Capabilities table contained within the Referee Report template or the Applicant should advise the Referee of the applied for Capabilities.
  • The reference can relate to the Client's experience with the Applicant or its principal consultants and may include more than one engagement with a specific client. Where the Applicant was employed as a public servant in the last 24 months, relevant work related referees can be provided to satisfy this requirement. 

Please Note: The current version of the Applicant Referee Report template must be used. The current template can be downloaded from the Applicants Referee Reports section below. Referee comments relevant to the applied for capabilities must be provided within the Applicant Referee Report template provided below.  

The Office of Finance and Services reserve the right to contact a Client Referee to verify or clarify any aspect of the Applicant Referee Reports. Engaging agencies may also contact these or other referees relevant to a particular assignment.

1 - Referee Report (1) *

Please use the attached template to provide your Referee Report (1).

Template for Applicant Referee Report

Response Type: Upload
2 - Referee Report (2) *

Please use the attached template to provide your Referee Report (2).

Template for Applicant Referee Report

Response Type: Upload
3 - Referee Report (3) *

Please use the attached template to provide your Referee Report (3).

Template for Applicant Referee Report

Response Type: Upload
4 - Referee Report (4)

Please use the attached template to provide your Referee Report (4).

Template for Applicant Referee Report

Response Type: Upload

Applicant Declaration

Authorised Representative

Applicant Declaration *

I am authorised to submit this application for and on behalf of the applicant and in doing so warrant that it is financially solvent and the information provided is true and correct.

The applicant declaration is confirmed by the applicant's authorised representative *

Please provide full name, contact telephone number and email address of the applicant's authorised representative

Response Type: Free Text
Legal Proceedings / ICAC Investigations

If applicable, please advise whether the organisation has been at any time during the last five years the subject of any or any pending legal proceedings or Independent Commission Against Corruption (ICAC) investigations.

If relevant, please provide details below. 

Response Type: Free Text

Amendment History

  1. 22-Feb-2013 10:16am

    Changes to contacts and questionaire

  2. 19-Nov-2015 10:19am

    File links amended for terms and conditions document

  3. 11-Jan-2016 4:17pm

    Please Note:

    The Performance and Management Services Scheme (PMSS) in accordance with the scheme conditions is being reviewed in line with the Procurement Benefits Program currently underway across government.

    As of 1 July 2016 a new Legal Services Panel will be in place and this will result in changes to the services to be procured under the PMSS.

    From this date all legal services covered in the new Legal Services Panel must be procured from the Legal Services Panel of Providers.

    This change will result in the cancellation of the PMSS Capability 1c Legislative/Regulatory Reviews and alteration to the services provided under PMSS Capability 2d Contracting with any Contract Terms and Conditions drafting and negotiations now to be accessed through the Legal Services Panel. Other changes may result to other capabilities with any determined “Legal Services” being required to move to the new panel arrangement.

    Suppliers:

    If an organisation is presently prequalified in PMSS Capability 1c Legislative/Regulatory Reviews and/or PMSS Capability 2d Contracting (Contract Terms and Conditions drafting and negotiations) they will remain prequalified in these capabilities until 30.6.2016.  

    From 1.7.2016 organisations that are prequalified in any PMSS capability (other than 1c Legislative/Regulatory Reviews and/or PMSS Capability 2d Contracting - Contract Terms and Conditions drafting and negotiations) will maintain existing prequalification(s).

    Buyers:

    Buyers will be able to procure services from suppliers prequalified in PMSS Capability 1c Legislative/Regulatory Reviews and/or PMSS Capability 2d Contracting (Contract Terms and Conditions drafting and negotiations) until 30.6.2016.  

    New Legal Services Panel

    As of 1 July 2016 all legal services covered in the new Legal Services Panel must be procured from the Legal Services Panel of Providers.

    Any organisation wishing to be considered for the panel of providers for Legal Services should go to the link below for the Legal Services Tender documents:

    RFP TfNSW 2015/068

    This tender closes on 15 February 2016 at 12 PM Sydney Time.

    For additional enquiries please contact NSWBUY 1800 679 289.

     

  4. 12-Jan-2016 10:40am

    Please note that this scheme has now been rolled over and will continue until 19 February 2017.

  5. 10-Feb-2016 8:08am

    Amended hyperlink in referee report template.

  6. 18-Jul-2016 2:56pm

    1c- Legal Reviews is no longer a capability of this scheme.

    All legal advice/engagements will be undertaken through the whole of government Legal Services Panel.

  7. 20-Dec-2016 2:55pm

     

    TEMPORARY SUSPENSION OF NEW APPLICATIONS TO THE EARL LISTING FOR THE PERFORMANCE & MANAGEMENT SERVICES SCHEME (SCHEME)

    Suspension of New Applications to the Easy Access Registration Listing (EARL)

    The Procurement Leadership Group (PLG) has approved that after 31 December 2016 new applications to the EARL) will be temporarily suspended. Any new applications lodged after the close of business 31 December 2016 will not be reviewed or approved. This temporary suspension of EARL applications is approved for the period up to 31 December 2017. Any applications received on or before the 31 December 2016 will be processed as usual.

    Existing EARL Suppliers

    Any current EARL supplier will still be listed on the EARL Scheme. This change is simply a temporary suspension of any additional EARL suppliers to enable review and improvements to the Scheme including a full review of current capabilities aligned to the Scheme.

    The Full (Advanced) Qualified application process will remain unchanged.

    PMSS Scheme Continuation

    The Performance and Management Services Scheme, both Full and EARL listings will continue to be available to agencies for all relevant sourcing activities.

    Original Intent of the EARL

    It has been identified that the intent of the EARL listing has not been clear. The purpose and intent of the EARL was to provide an easier registration process for Small to Medium Enterprises (SMEs) to join the PMSS.  The EARL applies certain limitations on engagements that could be offered. An EARL suppliermay be used by an Agency for engagements of low risk and low value, (valued up to $50,000 with flow-on up to $75,000) in the capabilities listed under their approval. A Fully qualified supplier is available for all risk and value levels of engagements in the capabilities listed under their approval.

    A further update on progress of the review will be made at the end of each quarter or as needed.

    General Update

    A reminder to all current listed suppliers please ensure your profile details remain up to date including insurances, company names, ABN or ACN and contact details.

    Any supplier who does not maintain profiles may find their listing temporarily suspended.

    Any queries can be made to PMS@finance.nsw.gov.au

     

  8. 9-Feb-2017 1:34pm

    This prequalification scheme has been rolled over until 19th February 2019

Start application