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Department of Finance, Services and Innovation / 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 11:15am
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 Prequalification Scheme (PMS Scheme) includes prequalified suppliers that NSW Government agencies may engage to provide professional services including consultancies.

The PMS 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 

There are sub-engagement types within the engagement types.

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. 

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 Rules (Terms and Conditions) and the Guidelines for Applicants prior to submitting an application.

Documents' and information on the Performance and Management Services Scheme are available at

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.


Prequalification Types

Base Level

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

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.


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. 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
13. Telecommunications
  • 13a. Telecommunications Consultancy
    Telecoms and infrastructure advice
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.
16. High End Strategy Advice
  • 16a. High End Strategy Advice
    Advisory services by internationally recognised subject matter experts to deliver ministerial/secretarial priorities and critical projects. (Note: For general business strategy advice please refer to Engagement Type 1. "Government and Business Strategy" in the first instance).

Base Level Questionnaire

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

Organisation Details

Additional details of your organisation.

Current Supplier *

Is your organisation registered on this scheme under a different ABN/entity?

Type of Organisation *

Please indicate your organisation type by selecting one of the following options.

Small Business *

Is your organisation a Small Business as defined in Treasury Circular TC11/12 Payment of Accounts - "Small businesses  are Australian or New Zealand-based firms that have an annual turnover of under $2 million in the latest financial year?"

https://www.treasury.nsw.gov.au/sites/default/files/pdf/TC11-12_Payment_of_Accounts.pdf

Audit Quality Assurance and Risk, or Finance and Taxation 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
Fraud and Corruption Investigation

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

Company Profile

Company profile of your organisation.

Company Profile *

Please provide your company profile as an attachment. Include any information that you think is necessary to highlight the nature of your core business and company structure. Applicants should ensure that the company profile provides the following information, as a minimum

Details of all key personnel experience and qualifications;

A clear and concise description of the key professional services offered by your organisation. This should include any professional memberships, groups and industry associations, etc.

Response Type: Upload

C - Policy Areas

Policy areas are used by the Department to determine the breadth of expertise of the applicant.

Policy areas can be either the firm's experience or that of principal consultants. Experience within or outside Australia is relevant

Speciality

Specialty areas are used by Agencies to determine the breadth of expertise of the applicant. Specialty areas can be either the firm's experience or that of principal consultants. Experience within or outside Australia is relevant.

Speciality Areas

Please select one of the following speciality areas if your organisation has a specific area of expertise.

Insurances

Applicants are to maintain insurance policies for Public Liability and Workers' Compensation in accordance with the Scheme Rules and otherwise 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.

Prior to engagement, agencies may request that suppliers provide proof of insurance.

1 - Insurances *

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

Other Insurances

If selected other insurances, please provide details.

Response Type: Free Text

Standard commercial framework

NSW Procurement has adopted a standard commercial framework for the PMS Scheme, which applies to engagement types 1 to 13 only.

The framework includes standard resource types, capped resource rates, capped expenses, and a discount structure.

Suppliers that accept all elements of the standard commercial framework will be listed by NSW Procurement as compliant.

Suppliers that do not accept all elements of the standard commercial framework will be listed as not compliant.

Please note there are more stringent governance arrangements for non-compliant suppliers.

Before submitting your response please review the additional information published on the ProcurePoint website at

https://www.procurepoint.nsw.gov.au/documents/standard-commercial-framework.pdf

Engagement types *

Engagement Types.pdf

Standard definitions apply to all engagement types.

Does your organisation accept the Engagement Types for relevant engagements under the PMS Scheme standard commercial framework?

Resource Types *

Resource Types.pdf

Note: This template is only available for viewing/download during the scheme application process.

Standard resource type definitions apply to engagement types 1 to 13.

Does your organisation accept the Resource Types for relevant engagements under the PMS Scheme standard commercial framework?

Capped Resource Rates *

Capped Rates.pdf

Note: This template is only available for viewing/download during the scheme application process.

Capped resource rates represent the maximum rates chargeable for engagement types 1-13.

Does your organisation accept the Capped Resource Rates for relevant engagements under the PMS Scheme standard commercial framework?

Capped Expenses *

Capped Expenses.pdf

Note: This template is only available for viewing/download during the scheme application process.

The framework limits the expenses suppliers may submit, to a maximum value of 7% of the engagement fee.

Discount Structure *

Discount Structure.pdf

Note: This template is only available for viewing/download during the scheme application process.

A discount structure will be applied to daily rates based on project duration and team size.

Does your organisation accept the Discount Structure for relevant engagements under the PMS Scheme standard commercial framework?

Daily Rates

If your engagement types include 14 (Specialised Services) or 15 (Infrastructure), you are required to provide your daily rates in the requested format.

Daily Rates

Please use the attached spreadsheet to provide daily rates for type of service and personnel

Rate Card Template

Response Type: Upload & Date

Organisational Experience

Please provide details of your business experience in your nominated engagement types. 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 Australia and overseas is relevant however the resource(s) must be available to provide services in NSW.

Some highly specialised capabilities may require additional information. Please check the Scheme Rules (Term and Conditions) and the engagement type descriptions for further details on these requirements.

Organisational Experience *

Please use the attached template to provide details of at least three (3) professional service engagements your organisation has completed in the last three (3) years that relate to your nominated engagement types.

Your example engagements must describe the actual services your organisation provided, and relate to the engagement types you are applying for.

For each engagement, list the fee paid for the works that your organisation completed – not the total value of the entire works program.

Organisational Experience Template

Response Type: Upload

Applicant Validation

Authorised Representative

Legal Proceedings / ICAC Investigations *

Are you or any of your directors or close associates currently, or have you, or have your directors or close associates been at any time within the last 5 years, the subject of any or any pending:

(a) legal proceedings, including winding up or bankruptcy proceedings,

(b) insolvency administrations or investigations; and/or

(c) investigations by ICAC or any other public body? 

Details - Legal Proceedings / ICAC Investigations

If you answered 'Yes' to the previous question, please provide details below.

Response Type: Free Text
Termination *

Have you ever had a contract terminated for cause by an agency, including poor performance or due to investigations for wrongful behaviour?

Response Type: Free Text
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

Full Prequalification Questionnaire

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

Organisation Details

Additional details of your organisation.

Current Supplier *

Is your organisation registered on this scheme under a different ABN/entity?

Type of Organisation *

Please indicate your organisation type by selecting one of the following options.

Small Business *

Is your organisation a Small Business as defined in Treasury Circular TC11/12 Payment of Accounts - "Small businesses are Australian or New Zealand-based firms that have an annual turnover of under $2 million in the latest financial year?"

https://www.treasury.nsw.gov.au/sites/default/files/pdf/TC11-12_Payment_of_Accounts.pdf

Audit, Quality Assurance and Risk, or Finance and Taxation 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
Fraud and Corruption Investigation

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

Company Profile

Company profile of your organisation.

Company Profile *

Please provide your company profile as an attachment. Include any information that you think is necessary to highlight the nature of your core business and company structure. Applicants should ensure that the company profile provides the following information, as a minimum

Details of all key personnel experience and qualifications;

A clear and concise description of the key professional services offered by your organisation. This should include any professional memberships, groups and industry associations, etc.

Response Type: Upload

Policy Areas

Policy areas are used by the Department to determine the breadth of expertise of the applicant.

Policy areas can either be the firm's experience or that of its principal consultants. Experience within or outside Australia is relevant.

Speciality

Specialty areas are used by Agencies to determine the breadth of expertise of the applicant. Specialty areas can be either the firm's experience or that of principal consultants. Experience within or outside Australia is relevant.

Speciality Areas

Please select one of the following speciality areas if your organisation has a specific area of expertise.

Insurances

Applicants are to maintain insurance policies for Public Liability and Workers' Compensation in accordance with the Scheme Rules and otherwise 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.

Prior to engagement, agencies may request that suppliers provide proof of insurance.

Insurances *

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

Other Insurances

If selected other insurances, please provide details.

Response Type: Free Text

Standard commercial framework

NSW Procurement has adopted a standard commercial framework for the PMS Scheme, which applies to engagement types 1 to 13 only.

The framework includes standard resource types, capped resource rates, capped expenses, and a discount structure.

Suppliers that accept all elements of the standard commercial framework will be listed by NSW Procurement as compliant.

Suppliers that do not accept all elements of the standard commercial framework will be listed as not compliant.

Please note there are more stringent governance arrangements for non-compliant suppliers.

Before submitting your response please review the additional information published on the ProcurePoint website at

https://www.procurepoint.nsw.gov.au/documents/standard-commercial-framework.pdf

Engagement types *

Engagement Types.pdf

Standard definitions apply to all engagement types.

Does your organisation accept the Engagement Types for relevant engagements under the PMS Scheme standard commercial framework

Resource Types *

Resource Types.pdf

Note: This template is only available for viewing/download during the scheme application process.

Standard resource type definitions apply to engagement types 1 to 13.

Does your organisation accept the Resource Types for relevant engagements under the PMS Scheme standard commercial framework?

Capped Resource Rates *

Capped Rates.pdf

Note: This template is only available for viewing/download during the scheme application process.

Capped resource rates represent the maximum rates chargeable for engagement types 1-13.

Does your organisation accept the Capped Resource Rates for relevant engagements under the PMS Scheme standard commercial framework?

Capped Expenses *

Capped Expenses.pdf

Note: This template is only available for viewing/download during the scheme application process.

The framework limits the expenses suppliers may submit, to a maximum value of 7% of the engagement fee.

Discount Structure *

Discount Structure.pdf

Note: This template is only available for viewing/download during the scheme application process.

A discount structure will be applied to daily rates based on project duration and team size.

Does your organisation accept the Discount Structure for relevant engagements under the PMS Scheme standard commercial framework?

Daily Rates

If your engagement types include 14 (Specialised Services) or 15 (Infrastructure), you are required to provide your daily rates in the requested format.

Daily Rates

Please use the attached spreadsheet to provide daily rates for type of service and personnel.

Rate Card Template

Response Type: Upload

Organisational Experience

Please provide details of your business experience in your nominated engagement types. 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 Australia and overseas is relevant however the resource(s) must be available to provide services in NSW.

Some highly specialised capabilities may require additional information. Please check the Scheme Rules (Term and Conditions) and the engagement type descriptions for further details on these requirements.

Organisational Experience *

Please use the attached template to provide details of at least three (3) professional service engagements your organisation has completed in the last three (3) years that relate to your nominated engagement types.

Your example engagements must describe the actual services your organisation provided, and relate to the engagement types you are applying for.

For each engagement, list the fee paid for the works that your organisation completed – not the total value of the entire works program.

Organisational Experience Template

Response Type: Upload

Applicant Referee Reports

Referee reports are used to assess whether the applicant has demonstrated experience within the nominated engagement.

  • Applicants are required to provide at least three (3) referee reports completed and signed by the referee.
  • Engagements should have been completed in the last three years, ongoing engagements will be considered on a case by case basis.
  • Referee reports should directly relate to the nominated engagement types.
  • The reference can relate to the referee’s experience with the Applicant or its principal consultants and may include more than one engagement.
  • 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 for each referee. The current template can be downloaded below.  

We may contact the referees to verify or clarify any aspect of the Applicant Referee Reports.

The engaging agency may also contact these, or other referees relevant to a particular engagement.

Referee Report (1) *

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

Applicant Referee Report Template

Response Type: Upload
Referee Report (2) *

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

Applicant Referee Report Template

Response Type: Upload
Referee Report (3) *

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

Applicant Referee Report Template

Response Type: Upload
Referee Report (4)

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

Applicant Referee Report Template

Response Type: Upload

Applicant Validation

Authorised Representative

Legal Proceedings / ICAC Investigations *

Are you or any of your directors or close associates currently, or have you, or have your directors or close associates been at any time within the last 5 years, the subject of any or any pending:

(a) legal proceedings, including winding up or bankruptcy proceedings,

(b) insolvency administrations or investigations; and/or

(c) investigations by ICAC or any other public body?

Details - Legal Proceedings / ICAC Investigations

If you answered 'Yes' to the previous question, please provide details below.

Response Type: Free Text
Termination *

Have you ever had a contract terminated for cause by an agency, including poor performance or due to investigations for wrongful behaviour?

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

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

  9. 15-Jun-2017 2:59pm

    Please note updated guidelines

  10. 5-Dec-2017 9:49am

     

    A further extension for the closure of NEW EARL applications has been extended to February 28th 2018.

     

    For further details, please see addendum dated 20th December 2016.

     

    Current EARL suppliers are not affected by this extension.

     

  11. 28-Feb-2018 9:25am

    Updated EARL Guidelines attached

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