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Professional advisory services contract

This panel offers professional advisory services including commercial, finance, tax and probity advice.

Panel summary

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)

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Register as a buyer (Government users only)

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Update

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 VendorPanel. 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

What’s covered?

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 Services

  • 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.

Supplier details

The list of approved suppliers is available on the VendorPanel platform.

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.

Existing users:

Buyers already registered on VendorPanel can access or log in to  VendorPanel

New users:

Register with VendorPanel to access confidential contract information and pricing.

VendorPanel Support Team:

Access for government entities

All government entities (mandated agencies, government-owned entities, local government councils and government-supported organisations) can request access to the panel via the buyer registration link to VendorPanel.

By registering with VendorPanel, you have agreed to the Professional Advisory Services panel’s terms of use.

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.

For complex or high-value services, consider requesting quotations from a wider range of suppliers.  More information on assessing the complexity and capability of a service is available at the Complexity and capability assessment policy and guides.

Step 3: Get approval to send a request for proposal

Seek Agency approval before organising a request for proposal.

The table below lists Agency procurement contacts.

Step 4: Create a Request For Proposal

Log in to VendorPanel to create and issue a request for proposal.

Buyers should:

  • 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:

  • evaluated
  • 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

Complete a purchase order using the professional advisory services purchase order template also available in  VendorPanel.

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.

More information is available in the supplier feedback guide.

Step 8:  Manage the engagement

Buyers must follow the rules of use when engaging the supplier.

Payment

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.

Disputes

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.

Take the evaluation survey

Exemptions

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 Procurement contact
Department of Jobs, Precincts and Regions

Attn: Strategic Procurement Specialist
Email: procurement@ecodev.vic.gov.au

Department of Transport

Attn: Strategic Procurement Specialist
Email: dot.Procurement@transport.vic.gov.au

Department of Education and Training

Attn: Senior Procurement Specialist
Email: procurement@education.vic.gov.au

Department of Environment, Land, Water and Planning

Attn: Category Manager, Professional Services
Email: procurement@delwp.vic.gov.au

Department of Treasury and Finance

Attn: Manager, Procurement Resource Unit
Email: procurementresourceunit@dtf.vic.gov.au

Department of Premier and Cabinet

Attn: Senior Procurement Advisor
Email: cpt@dpc.vic.gov.au

Department of Justice and Community Safety

Attn: Contract Manager
Email: doj-ocpo-engagement@justice.vic.gov.au

Department of Health and Human Services

Attn: Manager Procurement Management
Email: procurement.Services@dhhs.vic.gov.au

Victoria Police

Attn: Category Manager
Email: procurement@police.vic.gov.au

Reviewed 10 September 2020

Buying for Victoria

Primary contact:

Professional Advisory Services Category Manager Department of Treasury and Finance

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