Prequalification Scheme: Performance and Management Services

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

• Application guide for new applicants

  PMS-scheme-application-guide-for-new-applicants_Nov_2022_final.pptx (VND.OPENXMLFORMATS-OFFICEDOCUMENT.PRESENTATIONML.PRESENTATION, 537 kb)

• PMS-scheme-guide-to-modify-existing-applications_Nov_2022_final.pptx

  PMS-scheme-guide-to-modify-existing-applications_Nov_2022_final.pptx (VND.OPENXMLFORMATS-OFFICEDOCUMENT.PRESENTATIONML.PRESENTATION, 374 kb)

• P-and-MS-Scheme-Rules_July-2024-Updated.pdf

  P-and-MS-Scheme-Rules_July-2024-Updated.pdf (PDF, 944 kb)

• pms_engagement_types_Aug_2023-3.docx

  pms_engagement_types_Aug_2023-3.docx (VND.OPENXMLFORMATS-OFFICEDOCUMENT.WORDPROCESSINGML.DOCUMENT, 48 kb)

• Overview of Standard Commercial Framework.pdf

  Overview-of-Standard-Commercial-Framework.pdf (PDF, 268 kb)

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.

Capability 14 Supplier Rate Card Template

Supplier-Rate-Card-v6-Dec22.xlsx

Response type:

File upload

Terms and conditions

• P-and-MS-Scheme-Rules_July-2024-Updated.pdf

  P-and-MS-Scheme-Rules_July-2024-Updated.pdf (PDF, 944 kb)

View amendments to this scheme

Log in to apply