All phases of the Whole of Australian Government Management Advisory Services consultancy Panel are now available.
This page will keep you up to date on the progress of Phase 2 and 3.
What will the Panel Achieve?
The Panel will provide a range of benefits, including:
- improved quality, consistency and efficiency of purchasing Management Advisory Services with standard terms and conditions and a Performance Management Framework;
- cost savings and efficiencies for Service Providers by reducing administration and tendering efforts;
- reduction in the time and effort for Agencies and for Service Providers to establish contracts;
- replacing multiple panel arrangements across Government with a single panel arrangement; and
- providing standardised fee structures for Agencies, noting that a Service Provider’s fees across current panels can vary significantly for the same types of Services.
Scope of Service
The three phases of the procurement are expected to be in the following Service Areas:
- Phase 1 – Financial Management Advisory Services
- Phase 2 – Corporate Management Advisory Services
- Phase 3 – Commercial Management Advisory Services
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Financial Management Advisory Services
Accounting
Budgets
- Budget development
- Budget allocation
- Budget forecasting
- Capital budgeting
- Budget analysis, measurement and review
- Budget remediation
- Budget performance reporting
Accounting Advisory
- Preparation and evaluation of financial statements and other financial information
- Accounting policies and procedures
- Chart of accounts analysis
- Best practice application
- Compliance
Taxation
- Taxation advisory
- Compliance and taxation obligations
Financial Advisory
Technical Financial
- Capital structuring and markets
- Credit and risk assessments
- Quantitative and financial modelling
- Structured financing
- Investment proposals
- Institutional structure management
- Merger and acquisition arrangements
- Accounting policy
- Project finance
- Treasury policy and advisory
- Funding structures and leasing
- Asset advisory and sales
Financial and Economic analysis
- Benchmarking, economic, econometric, mathematical and financial modelling and analysis
- Competition and market analysis
- Economic advice
- Regulatory and policy analysis
- Data analytics
- Business cases and cost benefit analysis
- Supply and demand management and forecasting
Financial assessments
- Financial ratio analysis
- Financial risk assessment and management
- Analysis of corporate structures
- Financial due diligence
- Financial viability assessments
- Financial processes and capability
Valuation Services
- Business valuations
- Valuation of assets and liabilities
- Measurement of assets and liabilities
Financial Audit
Financial and Performance Audits
- Audit of financial statements in accordance with professional auditing and assurance standards
- Audit planning
- Performance audits and assurance
Forensic accountancy audits and investigations
- Processes and procedures which facilitate forensic advisory or accounting investigation
- Expert witness services
Actuarial
Actuarial Services
- Benchmarking and analytics
- Modelling services
- Maturity assessments
- Pricing services
- Financial risk management
- Asset and liability reviews
Corporate Management Advisory Services
Organisational planning and development
Business strategy and improvement
- Processes, systems and mapping
- Design, reengineering, risk and controls
- Strategic analysis and plans
- Organisational design, objectives, resourcing and delivery strategies
- Benchmarking and intelligence
- Capability and service delivery reform
Change Management
- Strategies and best practices
- Impact assessments and change resistance
- Communication strategies and stakeholder engagement
- Workforce culture and change
Business performance reviews
- Performance measures and strategies
- Measurement and reporting of efficiency and effectiveness
- Quantitative and qualitative analysis
Business continuity
- Identifying critical business operations
- Emergency management
- Disaster recovery strategies and plans
- Disaster recovery testing
- Evaluation and performance monitoring
Human Resources
Capability and performance
- Framework design, development and analysis
- Human resource strategy
- Workforce planning
- Performance analysis and systems
- Diversity programs and strategies
Workforce management
- Employment legislation and relations
- Job classification reviews, remuneration and succession planning
- Structure analysis
- Health and safety policy and reporting
- Human Resource policy advice, development and review
- Analysis of administrative policies and processes
Corporate Governance
Governance structures and performance
- Board, committee and CEO performance evaluations
- Procedure and process reviews
- Strategic directions and objectives analysis
- Corporate governance best practice standards
- Policy and procedure compliance reviews
- Skills mix analysis
Compliance and fraud
- Investigations and reviews
- Control programs, strategies and plans
Internal Audit
Audit and assurance
- Prepare and review of audit policies and plans
- Undertake internal audits in accordance with professional auditing standards
- Assurance reviews
Commercial Management Advisory Services
Government Policy
Policy development and analysis
- Design, modelling and formulation
- Stakeholder engagement
- Review and analysis
- Define policy problem
- Identify policy instruments
- Implementation requirements
- Monitoring and reporting
- Design and review of guides, frameworks and procedures
Legislation (non-legal)
- Design, modelling and development
- Review and analysis
- Stakeholder engagement
- Allocation of functions and responsibilities
- Regulatory compliance frameworks
- Regulatory impact statements and analysis
- Machinery of government changes
Privacy advice and assurance (non-legal)
- Privacy Act 1988 compliance strategies
- Privacy impact assessments
- Compliance assessments
- Public assurance statement advice
- Data security assurance
- Privacy and data protection health checks
Programs and Projects
Program/Project development and design
- Contestability reviews
- Business cases (including scoping studies)
- Define scope and objectives
- Cost modelling and analysis
- Resource analysis and strategies
- Design and mapping
- Evaluation strategies and methodologies
- Stakeholder engagement
- Current and future state analysis
- Business process mapping/analysis
- Governance
Program/Project management
- Performance and quality management
- Benefits management and monitoring
- Stakeholder engagement
- Implementation, reviews and assurance
- Management frameworks and guidelines
Program/Project evaluation
- Review and analysis
- Stakeholder engagement
- Monitoring frameworks and strategies
- Benefits realisation
- Compliance and assurance
- Lessons learned
Procurement and Probity
Strategic procurement advice
- Analysis of markets and supply chains
- Procurement strategies, methodologies, planning and management
- Stakeholder engagement
- Cost modelling and analysis
- Contract payment mechanisms and performance frameworks
- Procurement evaluation frameworks and reports
- Contract documentation (non-legal) service levels and key performance indicators
- Negotiation planning and offer definition planning
- Advice on debriefing and complaints management
- Procurement process review
Contract management
- Contract management planning
- Contract management framework development and processes
- Contract compliance reviews
- Contract performance monitoring and managing non-performance
- Analysis of contract management tools and references
- Review and analysis of the effectiveness of arrangements
- Review and analysis of contract amendment proposals
- Evaluation of non-standard price variation formula and price variation conditions
Probity Advisory Services (non-legal)
- Conflict of interest and risk management strategies
- Probity briefings and documentation
- Review and advice on procurement documentation
- Evaluation and negotiation advice
- Policy compliance and assurance
- Review and analysis to minimise and manage probity risks
- Assessment of probity related matters
Probity Auditing Services (non-legal)
- Audit of compliance with procurement policies and processes
- Assessment of probity issue management
Risk
Strategic Risk Management
- Risk program design and systems
- Risk identification and management strategies
- Independent review and assurance
- Risk monitoring and reporting
- Strategies for continuous improvement
Research
Research and data collection
- Research strategies, research and reviews
- Data collection and management strategies
- Data synthesis, analysis and review
- User experience research
- Focus group testing and modelling
- Survey strategies, design, analysis and review
- Stakeholder engagement
- Compliance with relevant standards and guidelines
- Quality assurance and peer review strategies
*excludes research for campaign advertising
Transitioning to the new panel
As a coordinated procurement, in accordance with paragraph 4.12 of the Commonwealth Procurement Rules (CPRs), the Panel will be mandatory for use by non-corporate Commonwealth entities that are subject to the Public Governance, Performance and Accountability Act 2013 (PGPA Act).
Corporate Commonwealth entities and Commonwealth companies are also able to use the Panel, by entering into a Deed of Participation with Finance.
To enable compliance with the mandatory requirement for use of this Panel, Finance will provide Agencies with notification of the Services Commencement Date for each Phase of the Panel.
To maintain continuity of services, orders entered into prior to the Services Commencement Date for a Phase, may be completed. However, no long term contracts, or contracts with multiple extension options should be entered into.
Other Panels
There are more than 20 panels where some, or all, of their scope of services may be replaced by the Management Advisory Services Panel (the Panel). Finance has consulted with the managers of these panels to review these panels' scope of services, and to discuss transition matters.
Any other non-corporate Commonwealth entities (NCCEs) managing panels, that may be in scope of the Panel and have not consulted with Finance, should inform Finance’s Procurement Management Branch at WoAGProcurement@finance.gov.au and:
- must ensure that they familiarise themselves with the Scope of Services for the Panel
- determine to what extent, if any, their panel services are impacted by the Panel; and
- in line with the phased implementation of services under the Panel, put in place arrangements to cease using panel services that are impacted by the Panel.
Each entity will need to determine, and seek its own legal advice, on the most appropriate method to restructure, or terminate existing panels that are impacted by the Panel.
Extending current arrangements and new approaches to market
Once Management Advisory Services are available through the Panel it will be mandatory for NCCEs to use the Panel, except for Services engaged under the Flexibility Framework.
To maintain continuity of services, existing contracts that contain Management Advisory Services, such as those which will be available under the Panel, may be extended until the commencement of the relevant phase of the Panel.
Contracts entered into prior to each phase’s Services Commencement Date may be completed. However, no longer-term contracts, or contracts with multiple extension options should be entered into, in anticipation of the Panel Phase Service Commencement Dates.
The Panel Scope of Services will expand as each phase of the procurement is completed. Finance will notify Agencies of the Services Commencement Date for each phase.
The 360 Tender System?
The 360 Tender System is an online tender system, developed and supported in Australia by simplylogical.net. Finance will use this system to receive tenders in response to the RFT for future procurements including Panel refreshes.
The 360 Tender System comprises a 360 Providers’ Portal, which is a secure system hosted and supported in Australia which allows respondents to complete and submit their tender.
Potential Respondents are encouraged to access the 360 Tender System and register a new account (if you don’t already have one) at https://360providers.apetsoftware.com.au/.
Out of Scope services
The Services available under the Panel do not include:
- contractor (non-consultancy) services performed under the supervision of an Agency (except where this is an Associated Output identified prior to entering into a contract);
- recruitment or labour hire services;
- services available under other WoAG arrangements such as legal services;
- services that are unique to information and communication technology, and property consultancy services;
- environmental management and assessments;
- delivery of training;
- the engagement of an eminent person or prominent individual appointed by an Agency to provide particular services; and
- specialist consultancy services that are unique to Agencies that are not provided through the Service Categories.
Industry Consultation
Finance issued an Industry Consultation Paper on AusTender inviting industry feedback on the proposed approach to the procurement, the draft Head Agreement and the draft scope of services. A summary of Finance’s response to the industry feedback was published on AusTender on 27 October 2020.
Watch the video
Transcript
the transcript of the video.
Procurement schedule
|
Phase |
Milestone |
Date |
|---|---|---|
|
Phase 1 – Financial Management Advisory Services |
Services Commencement Date |
12 July 2021 |
|
Phase 2 – Corporate Management Advisory Services |
Services Commencement Date |
14 February 2022 |
|
Phase 3 – Commercial Management Advisory Services |
Services Commencement Date |
Q4 2022 |
Procurement schedule
We are seeking a Procurement Manager, please take a look at this duty statement to learn more .
Phase 1 – Financial Services
Phase 1 – Financial Services commenced on 12 July 2021. The procurement for Phase 1 is completed.
Finance administers the Panel for the benefit of participating Agencies, including reviewing and refreshing the Panel as required.
Finance will publish news about a refresh on this page and will approach the market via AusTender website at tenders.gov.au . Interested parties are encouraged to register on AusTender at www.tenders.gov.au/RegisteredUser/Register to receive notification when a request for tender is released.
Approaches from industry to join the Panel will not be considered outside of a formal refresh process.
Phase 2 – Corporate Services
The request for tender for Phase 2 - Corporate Services commenced on 14 February 2022. The procurement for Phase 2 is completed.
Finance administers the Panel for the benefit of participating Agencies, included reviewing and refreshing the Panel as required.
Finance will publish news about a Panel refresh on this page and will approach the market via the AusTender website at tenders.gov.au. Interested parties are encouraged to register on AusTender at www.tenders.gov.au/RegisteredUser/Register to receive a notification when a request for tender is released.
Approaches from industry to join the Panel will not be considered outside of a formal refresh process.
Phase 3 – Commercial Services
Phase 3 – Commercial Services commenced on 11 October 2022. The procurement for Phase 3 is now completed.
Finance administers the Panel for the benefit of participating Agencies, including reviewing and refreshing the Panel as required.
Finance will publish news about a Panel refresh on this page and will approach the market via the AusTender website at tenders.gov.au. Interested parties are encouraged to register on AusTender at www.tenders.gov.au/RegisteredUser/Register to receive a notification when a request for tender is released.
Approaches from industry to join the Panel will not be considered outside of a formal refresh process.
