This panel offers professional advisory services including commercial, finance, tax and probity advice.
Lead agency: Department of Treasury and Finance
Conditions of use: Mandatory
Contract reference number: SS-04-2019
Arrangement type: Panel
Start date: 1 September 2020
End date: 31 August 2023
Buyers: Access to the panel
Log in as a buyer to use the panel and access templates, guides and categories (Government users only)
Register as a buyer (Government users only)
New PAS SPC is here
The Request for Tender RFT SS-04-2019 has been completed with the new panel commencing 1 September 2020. Suppliers appointed have been sent invitations to establish their VendorPanel profile. DTF are coordinating the contract execution process for all suppliers whilst simultaneously conducting compliance checks on VendorPanel. All procurement within scope of the PAS SPC must be issued through . This is to ensure that DTF have visibility of PAS procurement activity and are able to manage the SPC accordingly.
New Administrative Guidelines
Note the following administrative guidelines applicable from 1 July 2019:
These guidelines contain updated decision-making and approval requirements for labour hire and professional services use.
Key benefits of the panel
Key benefits of the Panel include:
- a consistent approach to professional advisory service engagements
- pre-negotiated terms and conditions and easy purchase order process to engage suppliers
- access to qualified advice across a huge range of services
- access to a large and varied mix of suppliers, including opportunities for social benefit suppliers, small to medium enterprises and large corporates
This contract covers these main areas of professional advisory services:
Commercial and Financial Advisory Services (CAFAS)
- CAFAS CA-1: strategic policy review, reform and project development (including service need analysis, service planning, feasibility studies and strategic assessments)
- CAFAS CA-2: business case preparation and deployment
- CAFAS CA-3: market engagement and implementation
- CAFAS CA-4: commercial contract management
- CAFAS CA-5: project, program and business review, evaluation and assurance (including business reorganisation reviews)
- CAFAS CA-6: economic advisory sevices
- CAFAS CA-7: auditing and investigation (non mandatory)
- CAFAS CA-8: general commercial advice including commercial negotiations
Tax Advisory Services (TAS)
- TAS TA-1: GST and luxury car tax
- TAS TA-2: employment taxes including fringe benefits tax (FBT) and pay as you go (PAYG)
- TAS TA-3: state taxes including payroll tax, stamp duty, land tax and congestion levy
- TAS TA-4: superannuation guarantee
- TAS TA-5: national tax equivalents regime (NTER), income and corporate tax
- TAS TA-6: excise including fuel tax credits scheme (FTCS) and customs duty
- TAS TA-7: international taxes
- TAS TA-8: other advice including petroleum resources rental tax and film concessions
Financial Assessment Services (FAS)
- FAS FA-1: pre-qualification assessment
- FAS FA-2: tender assessment
- FAS FA-3: monitoring specific contracts in progress
- FAS FA-4: ad hoc - specialised assessment
- Probity PR-1: probity advisory services
- Probity PR-2: probity auditing services
This contract doesn’t offer advice for services including Information Technology, engineering, architectural or anything else not on this list.
How buyers join this contract
Buyers must register with VendorPanel to join this contract and access more information:
Step 1: Register for VendorPanel
The platform allows government buyers to engage with suppliers.
VendorPanel Support Team:
Access for government entities
How buyers use this contract
Buyers using this contract must follow the rules of use.
Step 1: Read the user guides
Read the user guide for important information about this contract.
Step 2: Work out the services required
A supplier can only be chosen for the service category they have been qualified for.
The number of quotes required will depend on agency procurement policy.
Step 3: Get approval to send a request for proposal
Seek Agency approval before organising a request for proposal.
Step 4: Create a Request For Proposal
- define the scope of work
- develop evaluation criteria to evaluate offers
- seek a cost breakdown of the total fees proposed
The evaluation criteria describes how each supplier will be:
- how those criteria are ranked in order of relevance.
To better evaluate value for money, the evaluations should have both:
- qualitative evaluation criteria
- quantitative evaluation criteria
The following policies apply to quotations made under this register:
- Local Jobs First - Victorian Industry Participation Policy
- Social Procurement Framework
Ensure that the requirements of these policies are included in the request for proposal and the evaluation criteria.
Download and complete the request for proposal template available in VendorPanel.
VendorPanel provides a unique reference ID for each RFP however you may also choose to provide an internal reference number. (If applicable).
Step 5: Send the request for proposal and choose a supplier
Issue the request for proposal in VendorPanel.
When the evaluation period closes, log in to VendorPanel to review the offers submitted.
Evaluate each offer based on the evaluation criteria outlined in the request for proposal. Buyers may conduct the evaluation via VendorPanel or offline.
Select a supplier based on a value for money assessment.
Rates listed in VendorPanel are ceiling rates. Buyers should:
- verify that quoted rates are not higher than the ceiling rate
- negotiate lower rates for each engagement
- If a fixed fee is offered, buyers should request a breakdown to assess if the offer is cost efficient
Extract from VendorPanel copies of the following documents and file them in accordance with records management policies:
- request for proposal
supplier questions and clarifications issued, if any
all offer documents received from the supplier
Step 6: Get internal approval to send a purchase order
Seek and obtain approval before sending a purchase order.
Suppliers must sign a confidentiality deed and conflict of interest form before any work begins.
Check if your Agency has these forms or use the standard goods and services forms. Declared conflicts of interest are to be recorded in the purchase order.
Step 7: Send a purchase order
Ensure to include agreement engagement details in the purchase order e.g. service deliverables, delivery dates, negotiated rates and total project costs.
Finalise the RFP on VendorPanel ensuring the successful supplier is awarded on the system and the agreed quote is recorded.
Inform unsuccessful suppliers, and provide feedback on how they can improve for next time.
Step 8: Manage the engagement
Buyers must follow the rules of use when engaging the supplier.
Upon receipt of an invoice, buyers must check invoice details (including a breakdown of the total fees). Verify the costs against what was agreed to in the professional advisory service Purchase Order. Once verified, buyers must pay the invoice within 25 days as specified by the Master Supply Agreement.
Buyers are responsible for managing any disputes. (Resolution processes are outlined in Clause 27 of the contract.)
Buyers must inform the Department of Treasury and Finance of any possible disputes.
Evaluate performance after the contract
Assist with improvement and complete the survey. Answers are confidential, so buyers should feel free to provide open and honest feedback about their supplier experience. The survey will take around 5 minutes to complete.
Exemptions from using this contract may be permitted on a case by case basis.
See the Professional advisory services user guide (Section 3, Exemption Process) for more information.
Agency procurement contacts
|Department of Jobs, Precincts and Regions|
|Department of Transport|
|Department of Education and Training|
|Department of Environment, Land, Water and Planning|
|Department of Treasury and Finance|
|Department of Premier and Cabinet|
|Department of Justice and Community Safety|
|Department of Health and Human Services|
Reviewed 10 September 2020