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SCM0005 Prequalification Scheme: Performance and Management Services

3782

Suppliers on this scheme

17-May-2024

Last updated

Managed The Treasury
Type Whole of government

Recommended
Scheme category Professional Services (excl Consultancies)
Scheme ID SCM0005
Scheme owner Lawrence Lee
pms@treasury.nsw.gov.au
Start date:

19-Feb-2012 12:00 AM

End date:

28-Feb-2025 11:59 PM

Description

The Performance and Management Scheme is for NSW government buyers to acquire professional services.

Scope

This scheme includes main professional services engagement types (capabilities):
  1. Government and business strategy
  2. Business processes
  3. Project management
  4. Change management
  5. Financial services
  6. Audit, quality assurance and risk
  7. Taxation
  8. Human resources
  9. Procurement and supply chain
  10. Marketing and customer
  11. Actuarial service
  12. Transaction services
  13. (not in use)
  14. Specialised services
  15. Infrastructure services

1 to 12 are covered under the P&MS scheme standard commercial structure.

15 is covered by the recommended infrastructure advisory standard commercial framework.
 
The Scheme will not cover procurement areas addressed by other schemes or panel contracts, including:
  1. NSW Procurement (period) contracts
  2. Construction-related consultant - See Consultants in Construction SCM1191
  3. Contingent Workforce Scheme SCM0007
  4. ICT goods and services - See ICT Services Scheme SCM0020
  5. Legal Services
  6. Other NSW Prequalification schemes

Instructions

Applicants should read and understand the Scheme requirements before applying. Visit https://info.buy.nsw.gov.au/schemes/pms for more information.
 
  • Two prequalification levels: Base ($50K max value, no referee reports) and Full (no work value cap, 3 referee reports required).
  • You do not need to have the mininum insurances when applying the scheme however prequalifed suppliers must provide evidence of relevant insurances required prior to engagement.
  • Nominations must be for key business services, supported by evidence. Do not apply for all engagement types.
  • Applications require demonstrated capabilities in project leadership, strategic advice, and public sector administration.
  • Consider engagement types under 15 first if your business is in field like urban/transport planning, architecture, commercial property, or frequently performs work, e.g. risk/ project management, in an infrastructure context.
  • Specialised Services 14 requires a daily rate card.
  • All questions must be answered.

Scheme Requirements

SCM0005 Scheme specific questions

Company profile * (required)

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:

File upload

CVs of key personnel * (required)

Please upload CVs of key personnel. Zip file type is not accepted for file upload.

Response type:

File upload

Organisational experience * (required)

Provide details about your business experience for the engagement categories you've selected.

Please ensure that you adhere to the following requirements:

  • Please download and complete the organisation experience template to provide details of at least three (3) professional service engagements your organisation has completed within the last three (3) years that are relevant to your nominated engagement categories.
  • Applications not using the given template will be rejected.
  • 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 work that your organisation completed, not the total value of the entire work programme.
  • 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 (terms and conditions) and the engagement type descriptions for further details on these requirements.
Organisation Experience Template
experience-template-v5-feb-24.docx

Response type:

File upload

Referee reports * (required)

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

Please download the referee report template attached and provide at least three (3) signed referee reports. Please ensure that you follow the requirements listed below. Applications that do not use the template provided will be rejected.

  • Applicants are required to provide at least three (3) referee reports completed and signed by the referee.
  • Each referee must complete a separate document.
  • 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. 

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 Template (FULL prequalification)
Applicant-Referee-Report-v3-Feb-23.docx

Response type:

File upload

Insurances * (required)

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.

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

 

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

Response type:

Checkbox Multiple custom (Public liability insurance, Workers compensation insurance, Professional indemnity insurance, Other)

Other insurances

If you selected other insurances, please provide details.

Response type:

Text area

Standard commerical framework * (required)

There are two standard commercial frameworks for the P&MS Scheme,

• engagement types 1 to 12 are covered by the mandated standard commercial framework for the P&MS Scheme
• engagement type 15 is covered by the recommended infrastructure advisory standard commercial framework.

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

If your application demonstrates the required capabilities for the engagement types and sub-engagement types you applied for, our team will email you the complete standard commercial framework for your review and acceptance.

Suppliers must accept all elements of the standard commercial framework to become pre-qualified and listed by NSW Procurement on the P&MS Scheme.

Suppliers that do not accept all elements of the standard commercial framework will be rejected, unless exceptional reasons are provided. Please note, there is a separate application evaluation process and more stringent ongoing governance arrangements for suppliers who do not accept the standard commercial framework.

Response type:

Checkbox agree/disagree

Daily rates * (required)

For engagement types 14 (Specialised Services) you are required to provide your daily rates in the requested format.

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

Supplier rate card
Supplier-Rate-Card-v6-Dec22.xlsx

Response type:

File upload

Capabilities

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)

Response type:

None

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

Response type:

None

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.

Response type:

None

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 program appropriateness - Total organisation and team structure review

Response type:

None

1E Business intelligence

Comprehensive market analysis and benchmarking - Identifying best industry practices domestically and internationally

Response type:

None

1F Cost management

Performance improvement frameworks/programs, demand management program development, cost models, pricing models. Establishing base line financials, processes and ways of working to compare proposed changes or best practice.

Response type:

None

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

Response type:

None

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.

Response type:

None

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

Response type:

None

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)

Response type:

None

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.

Response type:

None

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

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5B Accounting standards

Australian accounting standards advice. Interpretation, guidance, best practice application of standards - Reviewing compliance with recognised accounting principles

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5C Finance process reviews

Mapping current processes and workflows within finance teams and systems

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5D Asset management

Cash flow / balance sheets / working capital / asset management

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5E Valuations

Valuation of balance sheets fixed assets e.g. property, stock, vehicles

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5F Financial/economic advisory services

Economic forecasts. Resource modelling; value for money; willingness to pay; cost-benefit at a market level

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

5G Forensic advisory

Forensic accounting - IT Investigation and forensic financial Investigations

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

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)

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

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

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

6C Probity services

Probity advisory, probity audits.

Engagement type 6c Probity Services is restricted to Full Prequalification Service Providers with Specified Personnel for Probity Services. Employment screening checks are required for all Specified Personnel using NSW Government contract C0011.

Suppliers approved for Engagement Type 6c Probity Services are limited to providing services in the following assurance-related engagement types:

  • 1g      Governance
  • 5b      Accounting standards
  • 5g      Forensic advisory
  • 6a      Internal/external audit
  • 6b      Risk management
  • 6c      Probity services
  • 7a      Goods and Services Tax
  • 7b      Other Tax services
  • 9a      Procurement/Sourcing
  • 9b      Category Management
  • 9c      Procurement Accreditation
  • 14a    Crisis Management
  • 14c    Fraud and corruption investigation
  • 15b    Risk
  • 15c    Major Project Procurement/Delivery and Project Management

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

7. Taxation

7a Goods and Services Tax (GST)

Australian GST accounting standards advice. Interpretation, guidance, best practice application of standards

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

7b Other tax services

Australian general tax accounting standards advice. Interpretation, guidance, best practice application of standards

Base Question 1:

Please upload any 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).

Full Question 1:

Please upload any 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:

File upload

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

Response type:

None

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.

Response type:

None

8C Work health and safety (WHS)

Work health and safety advice and support. Tools and templates for monitoring and managing. Work health and safety audits

Response type:

None

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

Response type:

None

8E Retention

Strategies and plans for retaining staff, minimising turnover. Market assessments of emerging areas of employee turnover risk

Response type:

None

8F Diversity

Understanding diversity legislation, requirements. How to embrace / manage diversity needs.

Response type:

None

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

Response type:

None

9B Category management

In depth market analysis. Supplier relationship/development and relevant tools. Data driven performance management. Establishment of key performance indicators (KPIs)

Response type:

None

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.

Response type:

None

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.

Response type:

None

10 - Marketing and customer

10A Market research

Market surveys, focus groups, research projects - independent verifiers, mystery shoppers.

Response type:

None

10B Customer/customer experience

Methodology and techniques for understanding the customer. Customer satisfaction measures, continuous improvement. Customer satisfaction surveys. Net promoter score assessments.

Response type:

None

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)

Response type:

None

11 - Actuarial services

11A Actuarial services

Financial risk modelling and forecasting. Assessing and planning for the impact and management of Financial risk

Response type:

None

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.

Response type:

None

14 - Specialised services

14A Crisis management

Developing, reviewing and testing business continuity plans and crisis management plans

Response type:

None

14B Environmental impact assessment

Environmental impact assessment

Response type:

None

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

Base Question 1:

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).

Full Question 1:

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:

File upload

14D Training and development

Training programs, leadership courses, skills development - Capability reviews, assessment and development programmes - Knowledge management advice and support

Response type:

None

14E Internal communications

Strategic and corporate communications to internal/agency staff. Developing speeches and presentations for internal use

Response type:

None

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.

Response type:

None

14G Event management

Identifying and sourcing suitable locations and facilities. Providing marketing content, production, lighting, audio/video, MC services (master of ceremony speeches)

Response type:

None

14H Service delivery

Channels and access operation; service support systems; customer relationship management and complaint/compliments systems. Service implementation and delivery

Response type:

None

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

Response type:

None

15B Risk

Risk assessment and management; construction risk and due diligence

Response type:

None

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.

Response type:

None

15D Contracting

Contract (commercial terms only); contract negotiations and contract administration

Response type:

None

15E Communication

Stakeholder engagement and communication/technical writing; issues management.

Response type:

None

Terms and conditions

View amendments to this scheme

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